VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF - Kepemilikan Institusional - Pembeli

Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
US ˙ ARCA ˙ US9220428588

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF meliputi Westerkirk Capital Inc., Kingstone Capital Partners Texas, LLC, IRGPX - Voya Retirement Growth Portfolio Class ADV, TLT Family Holdco ULC, IRMGX - Voya Retirement Moderate Growth Portfolio Class ADV, Midwest Trust Co, IRMPX - Voya Retirement Moderate Portfolio Class ADV, TBFG - The Brinsmere Fund - Growth ETF, Tribridge Partners Financial LLC, Continuum Wealth Advisors, Llc, Gladwyn Financial Advisors, Inc., rebel Financial LLC, Retirement Guys Formula Llc, IRCAX - Voya Retirement Conservative Portfolio Class ADV, Compass Wealth Management, LLC/GA, Wealth Advisory Team LLC, Blueprint Financial Advisors LLC, Worth Asset Management, LLC, GKV Capital Management Co., Inc., dan Gamco Investors, Inc. Et Al .

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

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-04 13F Simon Quick Advisors, Llc 376,351 153.52 18,614 177.08
2025-07-03 13F Fiduciary Financial Group, Llc 29,224 2.32 1,451 21.22
2025-08-14 13F Strategic Wealth Designers 83 4
2025-08-08 13F Wealth Alliance 4,185 207
2025-07-15 13F Fifth Third Bancorp 1,680,576 4.91 83,121 14.64
2025-08-14 13F Wick Capital Partners, LLC 29,936 260
2025-08-13 13F Mackenzie Financial Corp 309,493 2.40 15,308 11.90
2025-07-22 13F DAVENPORT & Co LLC 663,734 8.58 32,828 18.65
2025-08-13 13F Congress Wealth Management LLC / DE / 448,601 6.28 22,188 16.13
2025-08-12 13F JMG Financial Group, Ltd. 2,889,057 0.48 142,893 9.80
2025-08-01 13F Rossby Financial, LCC 2,907 42.71 144 57.14
2025-08-20 13F Tull Financial Group, Inc. 95,551 9.22 4,726 19.35
2025-08-06 13F Grey Fox Wealth Advisors, LLC 64,646 5.42 3,197 15.21
2025-07-24 13F Trust Co Of Toledo Na /oh/ 29,288 1,449
2025-07-29 13F Portland Financial Advisors Inc 9,399 1.13 465 10.48
2025-08-01 13F Clark Asset Management, LLC 805,610 9.41 39,845 19.56
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 0 0
2025-07-28 13F Harbour Investments, Inc. 207,057 3.09 10,241 12.66
2025-08-14 13F CoreCap Advisors, LLC 179,803 2.23 8,893 11.72
2025-07-23 13F Financial Life Advisors 61,562 443.74 3,045 494.53
2025-08-12 13F Tarbox Family Office, Inc. 282,212 0.43 13,958 9.75
2025-07-15 13F Optima Capital Llc 10,530 11.71 521 22.07
2025-07-31 13F Schoolcraft Capital LLC 37,774 0.49 1,868 9.82
2025-08-07 13F Kestra Private Wealth Services, Llc 286,766 19.13 14,183 30.18
2025-07-17 13F Fiduciary Advisors, Inc. 34,761 0.28 1,719 9.63
2025-08-05 13F J. W. Coons Advisors, LLC 10,558 0.19 522 9.66
2025-07-15 13F Pictet North America Advisors SA 411,319 329.48 20,344 369.38
2025-08-07 13F Zions Bancorporation, National Association /ut/ 1,128,365 3,104.22 55,809 3,403.33
2025-07-30 13F Cambridge Capital Management, Llc 28,901 0.08 1,429 9.33
2025-08-06 13F Texas Yale Capital Corp. 107,616 1.63 5,323 11.06
2025-08-12 13F Ensign Peak Advisors, Inc 86,918 4,299
2025-07-25 13F Presilium Private Wealth, Llc 652,895 2.75 32,292 12.29
2025-07-31 13F Perissos Private Wealth Management, LLC 75,768 3,747
2025-08-01 13F Auto-Owners Insurance Co 1,310,716 46.17 64,828 -12.55
2025-08-06 13F Walkner Condon Financial Advisors LLC 113,707 3.56 5,624 13.16
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 112,776 0.96 5,578 10.33
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 2,697,697 6.78 133,428 16.69
2025-07-23 13F Sachetta, LLC 10,163 4.21 503 13.83
2025-08-13 13F Fort Sheridan Advisors Llc 59,970 8.14 2,966 18.21
2025-07-22 13F Valley National Advisers Inc 1,973 92.68 0
2025-08-05 13F Ceera Investments, Llc 9,280 459
2025-07-15 13F North Star Investment Management Corp. 35,781 12.61 1,770 23.02
2025-07-24 13F JNBA Financial Advisors 316,007 3.79 15,630 13.43
2025-07-10 13F Perkins Coie Trust Co 4,378 4.44 216 14.29
2025-07-21 13F DHJJ Financial Advisors, Ltd. 3,910 13.66 193 24.52
2025-07-30 13F Birch Hill Investment Advisors LLC 122,050 0.39 6,037 9.71
2025-08-12 13F Athena Investment Management 4,669 2.62 231 12.20
2025-08-14 13F Monograph Wealth Advisors, Llc 14,680 50.06 726 64.25
2025-08-14 13F Cardiff Park Advisors, Llc 162,688 4.64 8,047 14.35
2025-07-28 13F Essex LLC 18,886 20.48 934 31.73
2025-08-04 13F Center for Financial Planning, Inc. 564,719 0.61 27,931 9.95
2025-08-11 13F Greykasell Wealth Strategies, Inc. 43,167 12.23 2,135 22.70
2025-07-28 13F RCS Financial Planning, LLC 17,541 58.11 868 72.71
2025-07-25 13F Fifth Third Wealth Advisors LLC 179,429 53.68 8,875 67.94
2025-08-26 NP IRGPX - Voya Retirement Growth Portfolio Class ADV 708,749 35,055
2025-08-05 13F Lincoln National Corp 2,144,527 8.60 106,068 18.68
2025-07-30 13F Klingman & Associates, LLC 984,182 21.76 48,678 33.06
2025-07-31 13F Moloney Securities Asset Management, LLC 4,895 3.73 242 13.62
2025-08-13 13F SageView Advisory Group, LLC 26,345 0.22 1,329 11.69
2025-07-23 NP VTUFX - Voya Target Retirement 2065 Fund Class R6 18,417 7.31 866 12.78
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 47 6.82 2 100.00
2025-07-31 13F Curio Wealth, Llc 1,270 18,042.86 63 -57.24
2025-07-17 13F Oak Family Advisors, Llc 6,577 0.31 325 9.80
2025-07-18 13F SigFig Wealth Management, LLC 281,483 0.67 13,901 11.41
2025-07-15 13F Patriot Investment Management Inc. 894,697 1.05 44,252 10.43
2025-07-22 13F Wealthcare Capital Management Llc 10,488 519
2025-08-05 13F Bank Of Montreal /can/ 3,110,193 0.25 153,830 9.55
2025-08-13 13F Allie Family Office LLC 52,478 5.87 2,596 15.69
2025-08-06 13F Strategic Financial Partners, Ltd. 157,066 179.36 7,769 205.35
2025-08-06 13F Smh Capital Advisors Inc 7,736 0.06 383 9.46
2025-08-04 13F Integrity Alliance, Llc. 6,493 23.04 321 34.87
2025-08-28 NP GPAAX - Grant Park Multi Alternative Strategies Fund Class A 120,082 45.15 5,939 58.63
2025-08-14 13F Jasper Ridge Partners, L.P. 6,256,903 85.90 309,466 103.15
2025-08-26 NP EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K 41,350 157.63 2,045 181.68
2025-07-10 13F Moody National Bank Trust Division 348,337 13.65 17,229 24.19
2025-07-31 13F Darden Wealth Group Inc 6,900 341
2025-08-12 13F Archer Investment Corp 23,644 10.95 1,169 21.27
2025-08-13 13F Continuum Advisory, LLC 29,392 8.87 1,454 19.00
2025-08-26 NP IRCAX - Voya Retirement Conservative Portfolio Class ADV 103,400 5,114
2025-08-11 13F Kirtland Hills Capital Management, Llc 6,475 0.06 320 14.29
2025-08-11 13F CFS Investment Advisory Services, LLC 142,888 1.22 7 16.67
2025-08-12 13F Bokf, Na 3,768,561 20.93 186,393 32.15
2025-07-07 13F Greenfield Savings Bank 19,222 39.68 951 52.73
2025-07-11 13F Westfuller Advisors, LLC 4,693 0.30 232 9.95
2025-08-14 13F Bnp Paribas Arbitrage, Sa 755,400 424.26 37,362 472.95
2025-07-30 13F Canvas Wealth Advisors, LLC 4,951 250
2025-07-10 13F Exchange Traded Concepts, Llc 156,263 1,112.09 7,729 1,225.56
2025-07-25 13F Pathway Financial Advisors LLC 32,481 7.79 1,607 17.83
2025-08-04 13F Spinnaker Trust 14,378 38.90 711 51.92
2025-07-10 13F Family Legacy Financial Solutions, LLC 352 17
2025-07-15 13F Family Wealth Partners, Llc 39,881 51.17 1,973 65.30
2025-07-18 13F Pure Financial Advisors, Inc. 2,086,225 3.61 103,185 13.23
2025-08-13 13F Kilter Group LLC 822 41
2025-07-25 13F Sovereign Financial Group, Inc. 195,957 3.29 9,692 12.88
2025-08-08 13F Stephenson & Company, Inc. 112,340 3.02 5,556 12.58
2025-08-05 13F Dunhill Financial, LLC 786 269.01 39 322.22
2025-07-22 13F MAS Advisors LLC 6,754 2.33 334 12.08
2025-08-13 13F Russell Investments Group, Ltd. 14,899 25.49 737 37.06
2025-08-12 13F Journey Strategic Wealth Llc 35,203 36.11 1,741 48.80
2025-08-14 13F Clarity Asset Management, Inc. 570 28
2025-07-31 13F Washington Trust Advisors, Inc. 17,260 0.66 854 9.92
2025-08-04 13F HBK Sorce Advisory LLC 40,898 5.22 2,023 14.95
2025-08-14 13F Tudor Investment Corp Et Al 91,782 1.03 4,540 10.41
2025-08-14 13F Select Asset Management & Trust 18,027 1
2025-07-22 13F SOL Capital Management CO 66,215 33.93 3 50.00
2025-08-15 13F/A Rakuten Securities, Inc. 531 50.42 26 73.33
2025-07-15 13F Evanson Asset Management, LLC 49,784 2.60 2,462 12.11
2025-07-14 13F Sowell Financial Services LLC 30,736 8.43 1,520 18.56
2025-07-17 13F Charles Schwab Trust Co 182,524 6.27 9,028 16.13
2025-08-01 13F Ashton Thomas Private Wealth, LLC 142,610 4.14 7,054 13.79
2025-07-08 13F Twele Capital Management, Inc. 262,298 0.65 12,973 9.99
2025-08-29 NP MOOD - Relative Sentiment Tactical Allocation ETF 97,445 256.47 4,820 289.57
2025-08-05 13F Tme Financial, Inc. 159,049 9.15 7,867 19.27
2025-07-29 13F Roof Eidam & Maycock/adv 22,916 1.87 1,133 11.30
2025-07-22 13F Net Worth Advisory Group 15,238 18.36 754 29.38
2025-05-06 13F Poplar Forest Capital LLC 7,589 343
2025-07-17 13F Paradigm Financial Partners, Llc 17,607 75.96 871 92.48
2025-08-08 13F Capstone Financial Advisors, Inc. 4,518 223
2025-08-08 13F Hudock, Inc. 610,640 7.69 30,202 17.68
2025-08-11 13F Covestor Ltd 36,877 29.20 2 0.00
2025-07-15 13F Sightline Wealth Advisors, LLC 21,030 1.90 1,040 11.35
2025-07-15 13F DB Fitzpatrick & Co, Inc 24,973 1.33 1,235 10.76
2025-07-24 13F Lmcg Investments, Llc 67,695 1.90 3,348 11.38
2025-08-13 13F Fiduciary Group LLC 147,307 2.69 7,286 12.22
2025-08-12 13F Fca Corp /tx 29,336 2.87 1,451 12.40
2025-08-11 13F Traub Capital Management LLC 300 15
2025-07-30 13F SkyOak Wealth, LLC 115,407 3.17 5,708 12.76
2025-08-05 13F South Dakota Investment Council 14,033,302 0.05 694 9.46
2025-07-17 13F Coastline Trust Co 49,349 7.92 2,441 17.93
2025-07-25 13F Concord Wealth Partners 2,763 0.07 137 9.68
2025-08-14 13F Headlands Technologies LLC 17,839 882
2025-07-22 13F Ellenbecker Investment Group 447,742 10.60 22,145 20.86
2025-08-13 13F Providence Capital Advisors, LLC 61 3
2025-08-12 13F Deutsche Bank Ag\ 406,384 138.88 20,100 161.06
2025-07-11 13F Quantum Financial Advisors, LLC 15,384 2.30 761 11.76
2025-07-14 13F Farmers & Merchants Investments Inc 1,658,374 3.56 82,023 13.17
2025-07-08 13F Advance Capital Management, Inc. 5,308 16.84 263 27.80
2025-07-14 13F AdvisorNet Financial, Inc 353,944 3.19 17,506 12.77
2025-08-13 13F Parkworth Wealth Management, Inc. 13,359 5.09 661 14.78
2025-08-13 13F Certior Financial Group, Llc 34,281 12.06 1,696 22.47
2025-07-21 13F Hilltop National Bank 116,448 38.48 5,760 55.52
2025-07-30 13F Klingenstein Fields & Co Lp 8,601 1.21 425 10.68
2025-08-07 13F Parkside Financial Bank & Trust 132,650 6.64 6,561 16.54
2025-08-06 13F Regimen Wealth, Llc 204,282 10,104
2025-07-14 13F Matrix Trust Co 782,342 1.36 39 11.76
2025-07-18 13F Community Bank & Trust, Waco, Texas 4,707 5.61 0
2025-08-14 13F Mml Investors Services, Llc 2,788,923 6.45 138 16.10
2025-07-03 13F Whitcomb & Hess, Inc. 351,683 0.70 17,394 10.05
2025-08-14 13F Df Dent & Co Inc 19,531 0.77 966 10.15
2025-08-14 13F Obsido Oy 161,334 1.66 7,980 11.10
2025-07-14 13F Park Avenue Securities Llc 195,806 6.56 10 12.50
2025-07-23 13F Venturi Wealth Management, LLC 331,984 2.56 16,420 12.08
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 47,800 723.85 2,364 834.39
2025-08-13 13F Summit Financial, LLC 343,821 14.28 17,005 24.89
2025-07-21 13F Monticello Wealth Management, Llc 104,743 0.25 5,181 9.56
2025-08-05 13F 5T Wealth, LLC 8,375 84.84 414 101.95
2025-08-13 13F PACK Private Wealth, LLC 489,832 9.70 24,227 19.89
2025-08-08 13F Advyzon Investment Management, LLC 8,291 410
2025-08-12 13F YANKCOM Partnership 76,030 11.17 3,761 21.49
2025-07-18 13F Victrix Investment Advisors 60,112 4.06 2,973 19.16
2025-08-06 13F Csenge Advisory Group 49,757 2.72 2,339 11.49
2025-08-14 13F Crestmont Private Wealth LLC 288,458 0.16 14,267 9.46
2025-07-02 13F Boston Standard Wealth Management, LLC 395,006 7.71 19,537 21.74
2025-07-30 13F Clune & Associates, Ltd. 21,206 0.23 1,049 9.51
2025-07-11 13F Lincoln Capital LLC 11,573 2.62 572 15.32
2025-07-29 13F Stephens Inc /ar/ 177,864 0.33 8,797 9.65
2025-08-08 13F JFG Wealth Management, LLC 585,136 11.22 28,941 21.54
2025-08-08 13F Avantax Advisory Services, Inc. 949,158 24.09 46,945 35.60
2025-08-14 13F Summit Trail Advisors, Llc 1,523,830 75,369
2025-07-16 13F Motive Wealth Advisors 124,879 19.88 6,177 31.01
2025-07-14 13F Pacifica Partners Inc. 1,778 14.86 88 26.09
2025-07-18 13F Alley Investment Management Company, LLC 98,952 0.19 4,894 9.51
2025-08-15 13F CI Private Wealth, LLC 13,246,257 104.64 650,661 122.09
2025-07-30 13F Bogart Wealth, LLC 4,345 13.77 215 24.42
2025-07-10 13F Worth Asset Management, LLC 51,204 2,533
2025-07-16 13F Encompass Wealth Advisors, Llc 26,405 0.11 1,306 9.39
2025-08-12 13F Ade, Llc 10,551 0.75 522 10.15
2025-07-21 13F Stash Investments, LLC 277,032 3.95 13,702 13.61
2025-08-28 13F Midwestern Financial, LLC /IA 31,517 1,559
2025-07-17 13F HCR Wealth Advisors 108,791 0.17 5,381 9.46
2025-07-21 13F Life Planning Partners, Inc 51,315 4.51 2,538 14.22
2025-08-15 13F Cooksen Wealth, LLC 88,398 8.77 4,372 28.82
2025-07-23 13F TriaGen Wealth Management LLC 8,633 427
2025-08-14 13F LaSalle St. Investment Advisors, LLC 15,594 57.39 1
2025-08-12 13F Leigh Baldwin & Co., Llc 6,895 4.84 341 14.81
2025-07-15 13F Legacy Financial Group LLC 6,871 0.56 340 9.71
2025-07-17 13F Nova R Wealth, Inc. 32,891 0.15 1,627 9.42
2025-08-13 13F First Trust Advisors Lp 34,401 2.66 1,701 12.20
2025-08-14 13F Cura Wealth Advisors, Llc 13,940 27.84 689 39.76
2025-08-06 13F Legacy Bridge, LLC 18,833 5.02 931 14.80
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 16,526 2.72 817 12.23
2025-08-08 13F RAM Investment Partners, LLC 6,615 0.44 327 9.73
2025-08-06 13F North Capital, Inc. 12,517 0.23 619 9.56
2025-07-10 13F Polianta Ltd 189,500 3.27 9 12.50
2025-08-05 13F Hills Bank & Trust Co 972,070 8.33 48,079 18.38
2025-07-16 13F Colton Groome Financial Advisors, Llc 6,351 0.02 314 9.41
2025-04-29 13F Callan Capital, LLC 702,638 5.64 31,801 8.57
2025-08-14 13F Millennium Management Llc 37,564 96.81 1,858 115.18
2025-07-25 13F Transcendent Capital Group LLC 5,846 0.81 289 10.31
2025-08-12 13F New Republic Capital, LLC 12,485 16.57 618 27.48
2025-08-14 13F Ameriprise Financial Inc 9,444,710 13.68 466,816 24.41
2025-08-05 13F Peregrine Asset Advisers, Inc. 4,152 205
2025-08-14 13F Money Concepts Capital Corp 189,716 12.74 9,383 23.20
2025-07-23 13F Richardson Capital Management LLC 154 17.56 8 40.00
2025-08-12 13F Blueprint Investment Partners LLC 70,981 373.11 3,511 416.94
2025-07-22 13F Appleton Partners Inc/ma 27,516 35.29 1
2025-03-28 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 373,034 21.92 16,563 16.23
2025-08-06 13F Horan Securities, Inc. 16,005 4.48 792 14.14
2025-07-08 13F FF Advisors,LLC 185,200 1.19 9,160 8.79
2025-08-19 13F Hohimer Wealth Management, Llc 63,085 0.15 3,120 9.47
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 272,319 117.24 13,469 137.15
2025-07-25 13F Index Fund Advisors, Inc. 6,997 0.11 346 9.49
2025-07-15 13F Graypoint LLC 8,482 0.35 420 9.69
2025-07-16 13F Vestia Personal Wealth Advisors 7,285 8.81 360 18.81
2025-08-14 13F Catalyst Financial Partners Llc 28,707 23.38 1,420 34.76
2025-08-11 13F Aspen Investment Management Inc 21,892 1.87 1
2025-07-30 13F Dudley Capital Management, Llc 4,257 211
2025-08-12 13F Absolute Capital Management, LLC 17,368 3.65 859 13.32
2025-07-22 13F Old National Bancorp /in/ 498,530 29.64 24,657 41.67
2025-07-28 13F Cushing Capital Partners, LLC 32,696 4.84 1,617 14.60
2025-08-01 13F Wincap Financial Llc 5,630 278
2025-08-06 13F Bensler, LLC 4,582 227
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 12,906 21.46 638 32.92
2025-08-04 13F Pensionmark Financial Group, Llc 140,773 47.25 6,963 60.93
2025-08-04 13F Golden Road Advisors Llc 41,014 3.48 2,029 13.11
2025-08-14 13F Garden State Investment Advisory Services LLC 52,375 13.56 2,595 28.15
2025-07-09 13F Hardin Capital Partners, LLC 46,651 2.94 2,317 12.92
2025-08-08 13F Sawgrass Asset Management Llc 11,054 22.33 547 33.82
2025-07-23 13F Motiv8 Investments LLC 15,539 1.96 769 11.47
2025-07-11 13F Essex Savings Bank 11,983 19.00 593 30.11
2025-07-30 13F Black Diamond Financial, LLC 23,631 0.25 1,169 9.57
2025-07-16 13F Falcon Wealth Planning 51,237 11.84 2,534 22.24
2025-07-16 13F First American Bank 22,364 1.34 1,106 10.82
2025-07-28 13F Axxcess Wealth Management, Llc 725,631 1.79 35,890 11.23
2025-07-17 13F Hengehold Capital Management Llc 5,256 260
2025-07-22 13F Three Bridge Wealth Advisors, LLC 192,722 2.86 9,532 12.41
2025-07-21 13F Compass Planning Associates Inc 1,415 0.21 70 9.52
2025-08-14 13F Diversify Advisory Services, LLC 198,358 42.32 10,158 61.43
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 4,727 0.02 234 9.39
2025-08-14 13F Qube Research & Technologies Ltd 54,879 2,714
2025-08-13 13F Ironwood Investment Management Llc 60,512 5.22 2,993 14.99
2025-05-05 13F Lindbrook Capital, Llc 26,606 0.29 1,204 3.08
2025-08-14 13F Icon Wealth Advisors, LLC 9,597 0.08 475 9.47
2025-05-15 13F/A Orion Portfolio Solutions, LLC 1,029,957 19.25 46,616 22.55
2025-07-16 13F Meredith Wealth Planning 10,646 1.63 527 10.97
2025-08-25 13F/A Promus Capital, LLC 1,033 10.96 51 21.43
2025-07-18 13F First Pacific Financial 3,169 16.72 157 27.87
2025-08-04 13F Arkadios Wealth Advisors 86,774 2.09 4,292 11.57
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 7,924 0.66 392 9.83
2025-08-04 13F Mesirow Financial Investment Management, Inc. 215,448 0.72 10,656 10.06
2025-08-14 13F 10Elms LLP 703 23,333.33 35
2025-08-06 13F Penserra Capital Management LLC 280,746 14
2025-08-14 13F Synovus Financial Corp 133,446 7.28 6,601 17.25
2025-07-17 13F City Holding Co 36,354 4.90 1,798 14.60
2025-07-07 13F Roxbury Financial LLC 306 35.40 15 50.00
2025-07-08 13F Atlas Brown,Inc. 13,581 9.24 672 19.40
2025-08-14 13F Pennington Partners & Co., Llc 10,040 19.79 497 30.87
2025-08-04 13F AMG National Trust Bank 31,550 4.96 1,560 14.71
2025-07-09 13F Mirador Capital Partners LP 105,496 1.16 5,218 10.55
2025-08-01 13F Facet Wealth, Inc. 3,043,986 47.88 151,590 57.33
2025-07-16 13F Rainier Family Wealth Inc 5,334 11.36 264 21.76
2025-08-11 13F Nordwand Advisors, LLC 48,637 3,886.64 2,406 4,272.73
2025-08-13 13F Schroder Investment Management Group 3,359,722 183.15 165,937 208.64
2025-08-12 13F AlphaCore Capital LLC 691,596 5,026.73 34,206 5,507.54
2025-08-13 13F Capital Group Private Client Services, Inc. 61,548 0.02 3,044 9.30
2025-08-11 13F Perennial Investment Advisors, LLC 7,672 13.52 379 24.26
2025-07-10 13F Focus Financial Network, Inc. 310,699 5.61 15,367 15.41
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 197,919 9,789
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 28,687 0.27 1,419 4.80
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 42,193 21.58 2,087 32.87
2025-08-12 13F Segall Bryant & Hamill, Llc 107,470 5,315
2025-07-21 13F Quent Capital, LLC 11,425 5.65 565 15.54
2025-07-03 13F Trust Co of the South 121,727 16.88 6,021 27.73
2025-07-15 13F FMA Wealth Management, LLC 87,030 1.74 4,304 12.49
2025-08-07 13F Clarity Wealth Advisors, LLC 6,373 1.35 315 10.92
2025-07-11 13F First PREMIER Bank 8,547 0.18 0
2025-07-16 13F Kathmere Capital Management, LLC 515,193 0.18 25,481 9.47
2025-08-14 13F Hrt Financial Lp 35,631 2
2025-08-14 13F Karpus Management, Inc. 1,223,172 0.95 60,498 10.32
2025-07-08 13F Legacy Private Trust Co. 422,246 13.25 20,884 23.76
2025-08-13 13F Jones Financial Companies Lllp 3,403,180 8.71 168,223 18.68
2025-07-25 13F We Are One Seven, LLC 190,318 2.25 9,413 11.74
2025-07-23 13F Vontobel Holding Ltd. 478,395 13.41 23,661 23.93
2025-08-05 13F Integrity Wealth Solutions LLC 57,963 6.26 2,867 16.13
2025-07-08 13F Apella Capital, LLC 1,373,980 8.53 67,916 26.25
2025-05-15 13F CAPROCK Group, Inc. 650,556 3.26 29,444 6.12
2025-08-12 13F Asset Management Group, Inc. 25,642 5.29 1,268 15.06
2025-08-06 13F Disciplined Investors, L.L.C. 15,125 2.31 748 11.81
2025-08-12 13F LPL Financial LLC 16,011,662 7.27 791,937 17.23
2025-07-02 13F Lvm Capital Management Ltd/mi 10,274 4.47 1
2025-07-23 13F REAP Financial Group, LLC 157,027 23.06 7,767 34.48
2025-07-30 13F Sloy Dahl & Holst, LLC 5,950 3.10 294 12.64
2025-07-30 13F Drive Wealth Management, Llc 279,522 1.00 13,825 10.37
2025-07-16 13F Crown Wealth Group, LLC 4,424 219
2025-08-06 13F ETF Store, Inc. 9,469 0.03 468 9.35
2025-08-14 13F Colony Group, LLC 3,170,708 6.06 156,823 15.91
2025-07-15 13F Armis Advisers, LLC 178,435 26.44 8,826 38.17
2025-07-31 13F Vaughan David Investments Inc/il 11,090 1
2025-07-09 13F Berkshire Bank 4,173 206
2025-08-13 13F Plan Group Financial, LLC 40,138 1,985
2025-08-12 13F Cornerstone Wealth Management, LLC 45,711 4.21 2,261 13.85
2025-08-13 13F Elios Financial Group Inc. 24,783 9.10 1,226 19.16
2025-08-11 13F Private Advisor Group, LLC 615,920 1.97 30,463 11.43
2025-07-29 NP JHODX - 2070 Lifetime Blend Portfolio Class R6 106 5
2025-07-18 13F RKL Wealth Management LLC 4,634 229
2025-07-22 13F/A Duncan Williams Asset Management, LLC 104,514 8.46 5,169 18.53
2025-07-29 13F Goldstein Advisors, LLC 14,977 9.32 741 19.35
2025-08-13 13F Portland Global Advisors LLC 442,935 0.09 21,908 9.38
2025-08-13 13F Cheviot Value Management, LLC 194 0.52 10 0.00
2025-08-15 13F First Heartland Consultants, Inc. 72,341 6.39 3,578 16.25
2025-08-14 13F Alliancebernstein L.p. 2,499,183 3.03 123,610 12.60
2025-08-12 13F Associated Banc-corp 211,172 101.07 10,445 119.73
2025-07-15 13F Tenon Financial LLC 20,971 100.10 993 109.49
2025-07-31 13F LJI Wealth Management, LLC 8,155 403
2025-07-29 NP JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 72,663 7.05 3,415 12.48
2025-07-22 13F Grimes & Company, Inc. 68,549 7.90 3,390 17.91
2025-08-14 13F GWM Advisors LLC 1,089,517 5.95 53,888 15.78
2025-04-22 13F Rappaport Reiches Capital Management, LLC 11,684 1.30 529 4.14
2025-07-31 13F Auour Investments LLC 62,813 0.19 3,107 9.52
2025-08-06 13F Maltin Wealth Management, Inc. 81,960 7.73 4,054 17.72
2025-08-07 13F Resources Investment Advisors, LLC. 133,676 1.54 6,612 10.96
2025-08-14 13F Wells Fargo & Company/mn 42,922,654 0.49 2,122,954 9.82
2025-05-12 13F Ccm Investment Group, Llc 1,263,963 4.13 57,270 6.96
2025-08-14 13F Wells Fargo & Company/mn Put 778,900 17.30 38,524 28.19
2025-07-24 13F Certus Wealth Management, LLC 93,272 49.57 4,613 56.43
2025-08-13 13F Okabena Investment Services Inc 311,047 14.24 15,384 24.85
2025-07-30 13F VCI Wealth Management LLC 95,804 13.83 4,738 24.39
2025-07-11 13F Afg Fiduciary Services Limited Partnership 33,357 54.36 1,657 80.39
2025-07-23 13F Armbruster Capital Management, Inc. 35,740 7.44 1,768 17.41
2025-07-28 13F IFG Advisors, LLC 227,485 23.01 11,251 34.42
2025-08-13 13F Beacon Pointe Advisors, LLC 471,266 4.56 23,309 14.26
2025-07-10 13F Signal Advisors Wealth, LLC 195,709 35.81 9,680 48.41
2025-08-06 13F Agf Management Ltd 64,372 2.21 3,184 11.68
2025-08-06 13F Eukles Asset Management 16,609 0.03 821 9.32
2025-07-17 13F Sage Rhino Capital Llc 175,235 13.55 8,667 24.10
2025-07-15 13F Level Financial Advisors, Inc. 80,049 14.04 3,959 24.65
2025-08-15 13F WFA of San Diego, LLC 24,745 75.41 1,224 81.45
2025-07-15 13F Retirement Guys Formula Llc 108,815 5,373
2025-07-16 13F Meridian Investment Counsel Inc. 21,313 4.92 1,054 14.69
2025-08-12 13F Main Management LLC 51,904 5.32 3 0.00
2025-07-30 NP OCIO - ClearShares OCIO ETF 87,140 100.00 4,096 110.22
2025-08-11 13F Dorsey & Whitney Trust CO LLC 141,150 14.16 6,981 24.75
2025-04-11 13F Permanent Capital Management, LP 218,172 23.61 9,874 27.05
2025-07-15 13F Cranbrook Wealth Management, LLC 194,884 1.26 9,639 10.65
2025-08-13 13F Capital Analysts, Inc. 28,784 5.25 1 0.00
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 40,492 0.90 2,003 10.24
2025-07-17 13F Park Place Capital Corp 198,599 5.12 9,862 15.35
2025-07-07 13F Rf&l Wealth Management, Llc 19,966 4.29 988 13.97
2025-08-08 13F Opinicus Capital, Inc. 13,426 5.01 664 14.88
2025-07-11 13F Grove Bank & Trust 173,150 10.81 8,564 21.08
2025-07-14 13F UMA Financial Services, Inc. 3,623 0.69 179 10.49
2025-07-18 13F Forza Wealth Management, LLC 10,182 29.76 504 41.69
2025-07-31 13F Oppenheimer & Co Inc 218,076 2.14 10,786 11.62
2025-08-12 13F Steward Partners Investment Advisory, Llc 572,342 5.25 28,308 15.02
2025-07-08 13F Parallel Advisors, LLC 285,917 3.55 14,141 13.16
2025-08-01 13F Milestone Asset Management Group, LLC 9,113 28.50 451 40.19
2025-08-13 13F ESG Planning 24,141 1,194
2025-07-16 13F Gradient Capital Advisors, LLC 17,770 4.99 879 14.62
2025-07-31 13F Mcdaniel Terry & Co 4,078 202
2025-08-11 13F Johnson Financial Group, LLC 1,405,525 6.93 69,517 16.85
2025-08-15 13F Equitable Holdings, Inc. 908,275 18.96 44,923 30.00
2025-08-06 13F First Horizon Advisors, Inc. 124,525 0.50 6,159 9.84
2025-08-14 13F Diversify Wealth Management, Llc 250,151 4.91 12,810 19.00
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 82,827 4,097
2025-07-11 13F Pioneer Wealth Management Group 8,842 51.35 437 65.53
2025-07-11 13F Hilltop Wealth Advisors, Llc 69,195 0.93 3,422 10.32
2025-07-17 13F Smith Anglin Financial, LLC 10,620 1.02 525 10.53
2025-08-22 13F Carter Financial Group, INC. 48,020 37.91 2,375 47.88
2025-07-07 13F Investors Research Corp 771 14.73 38 26.67
2025-07-30 13F Whittier Trust Co 1,109,125 1.11 54,846 10.49
2025-08-15 13F Kestra Advisory Services, LLC 428,340 10.25 21,186 20.48
2025-07-18 13F PFG Investments, LLC 14,343 17.54 709 28.44
2025-08-26 NP Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares 208,157 4.09 10,295 13.76
2025-07-08 13F Heartwood Wealth Advisors LLC 78,646 10.38 3,890 20.63
2025-08-12 13F Wealth Dimensions Group, Ltd. 4,755 235
2025-08-01 13F MorganRosel Wealth Management, LLC 42,728 5.26 2,113 15.02
2025-08-07 13F Fund Evaluation Group, LLC 21,948 1,086
2025-07-31 13F Strait & Sound Wealth Management LLC 6,600 21.41 326 32.52
2025-08-12 13F Rock Creek Group, LP 48,685 2,408
2025-07-11 13F WealthBridge Investment Counsel Inc. 118,450 5.93 6 0.00
2025-07-09 13F Praetorian Wealth Management, Inc. 324,224 2.32 16,036 11.82
2025-08-14 13F Greenline Partners, LLC 447,399 0.00 22,128 9.28
2025-08-28 NP SIRAX - Sierra Tactical All Asset Fund Class A 126,800 6,272
2025-08-07 13F Cascade Financial Partners, LLC 38,807 0.76 1,919 10.10
2025-08-12 13F Change Path, LLC 516,560 4.13 25,549 13.80
2025-07-30 13F Legacy Wealth Asset Management, LLC 8,210 1.91 406 11.54
2025-08-11 13F Vanguard Group Inc 74,185,538 4.50 3,669,217 14.20
2025-07-17 13F Hanson & Doremus Investment Management 465,603 3.30 23 15.00
2025-08-27 13F/A Brinker Capital Investments, LLC 1,045,607 1.52 51,716 10.94
2025-08-08 13F Evolution Wealth Advisors, LLC 25,136 205.57 1,243 234.14
2025-08-12 13F Tradition Wealth Management, LLC 11,131 10.72 551 20.88
2025-08-04 13F Capital Performance Advisors Llp 86,965 45.61 4,301 59.12
2025-08-11 13F Estate Counselors, LLC 14,385 711
2025-07-09 13F Sarasin & Partners LLP 86,531 46.78 4,280 60.38
2025-08-04 13F Bridgewealth Advisory Group, LLC 64,570 603.45 3,194 669.40
2025-08-06 13F Prospera Financial Services Inc 49,226 9.88 2,435 20.08
2025-08-15 13F Urban Financial Advisory Corp 9,615 4.47 476 14.18
2025-08-08 13F First Western Trust Bank 77,957 0.37 3,856 9.67
2025-08-05 13F Astra Wealth Partners LLC 19,301 8.70 955 18.80
2025-08-08 13F Foundations Investment Advisors, LLC 137,689 287.71 6,810 323.77
2025-07-22 13F Iron Horse Wealth Management, LLC 267,242 2.13 13,218 11.61
2025-08-12 13F Pfc Capital Group, Inc. 47,273 116.78 2
2025-08-07 13F Vise Technologies, Inc. 498,076 52.72 24,635 71.52
2025-08-11 13F Anfield Capital Management, LLC 617 26.43 31 36.36
2025-08-14 13F Bank Of Hawaii 721,073 0.92 35,664 10.29
2025-07-14 13F Occidental Asset Management, LLC 9,628 7.93 476 18.11
2025-08-05 13F GPS Wealth Strategies Group, LLC 2,516 12.32 124 22.77
2025-07-18 13F Citrine Capital LLC 10,078 0.44 498 9.69
2025-07-21 13F Barrett & Company, Inc. 19,822 9.01 980 19.22
2025-08-01 13F Banco Santander, S.A. 399,412 29.78 19,755 41.82
2025-07-29 13F Disciplined Investments, LLC 63,114 2.41 3,122 11.90
2025-07-17 13F Greenleaf Trust 44,710 1.98 2,211 11.44
2025-07-17 13F Campion Asset Management LLC 68,574 0.96 3,392 10.31
2025-08-13 13F Farnam Financial LLC 5,142 7.33 254 17.59
2025-07-11 13F Diversified Trust Co 101,658 183.20 5,028 209.61
2025-07-25 13F Gordian Advisors LLC 78,065 4.11 3,861 13.79
2025-08-14 13F Aureus Asset Management, LLC 59,559 0.26 2,946 9.56
2025-07-25 13F JustInvest LLC 128,038 6,333
2025-08-14 13F Susquehanna International Group, Llp Put 261,800 27.58 12,949 39.42
2025-08-21 13F Clarion Wealth Managment Partners, LLC 20,231 1,001
2025-08-07 13F Addison Advisors LLC 1,400 28.21 69 40.82
2025-08-12 13F O'shaughnessy Asset Management, Llc 132,356 4.09 6,546 13.74
2025-08-01 13F James Investment Research Inc 27,538 1,362
2025-08-13 13F Alerus Financial Na 447 22
2025-07-22 13F Sage Financial Group Inc 706,750 3.41 34,956 13.00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 17,096,842 8.92 855,184 20.37
2025-08-01 13F Oarsman Capital, Inc. 10,091 6.10 499 16.05
2025-07-07 13F Wesbanco Bank Inc 145,912 16.09 7,217 26.86
2025-07-25 13F Wealth Advisory Team LLC 90,894 4,496
2025-08-13 13F Renaissance Technologies Llc 53,300 2,636
2025-08-08 13F Omega Financial Group, LLC 4,140 205
2025-08-11 13F Bell Investment Advisors, Inc 6,621 1.67 327 11.22
2025-07-24 13F Coordinated Financial Services, Inc. 8,056 3.60 398 16.37
2025-08-12 13F Osborne Partners Capital Management, Llc 1,213,332 2.69 60,011 12.22
2025-08-12 13F Proequities, Inc. 0 0
2025-04-28 13F Redmont Wealth Advisors Llc 15 1
2025-08-11 13F Y.D. More Investments Ltd 180 100.00 9 100.00
2025-08-01 13F Bank of Jackson Hole Trust 8,169 43.92 404 59.68
2025-07-09 13F Chesley Taft & Associates LLC 36,037 12.15 1,782 22.56
2025-08-04 13F Bristlecone Advisors, LLC 151,514 0.81 7,494 10.16
2025-07-31 13F AlTi Global, Inc. 61,831 34.76 3,058 47.30
2025-07-23 13F Watershed Private Wealth Llc 157,346 69.04 7,782 84.76
2025-08-14 13F Mpwm Advisory Solutions, Llc 1,877 114.51 93 135.90
2025-07-23 13F Colony Family Offices, LLC 488,608 8.74 24,167 18.83
2025-07-25 13F M3 Advisory Group, LLC 10,262 6.44 508 16.28
2025-07-09 13F Aurelius Family Office LLC 160,616 1.16 7,944 10.55
2025-07-10 13F Atticus Wealth Management, Llc 3,036 9.56 150 20.00
2025-08-07 13F Winch Advisory Services, LLC 1,628 0.06 81 9.59
2025-08-14 13F Bbr Partners, Llc 27,771 116.08 1,374 136.32
2025-08-05 13F Golden Bell Financial Planning LLC 20,679 0.14 1,023 9.42
2025-08-04 13F Assetmark, Inc 1,019,284 232.41 50,414 263.26
2025-08-14 13F Apriem Advisors 234,934 7.49 11,620 17.46
2025-08-12 13F Tableaux Llc 1,395 210
2025-07-23 13F Roundview Capital LLC 99,602 2.74 4,926 12.29
2025-07-15 13F Beacon Investment Advisory Services, Inc. 221,569 1.86 10,959 11.31
2025-07-21 13F Custos Family Office, LLC 421,259 17.92 20,835 28.87
2025-07-23 13F Nbt Bank N A /ny 26,042 0.65 1,288 9.99
2025-07-30 13F IMG Wealth Management, Inc. 39 2
2025-08-08 13F Meridian Wealth Management, LLC 44,560 9.40 2,203 19.53
2025-07-22 13F Confluence Wealth Services, Inc. 6,018 18.19 298 31.42
2025-08-14 13F EP Wealth Advisors, Inc. 5,938,667 9.72 293,726 19.90
2025-08-14 13F Aqr Capital Management Llc 170,108 38.89 8,414 51.78
2025-08-12 13F Inscription Capital, LLC 12,665 42.14 626 68.28
2025-07-22 13F Gemmer Asset Management LLC 53,916 1.76 2,667 11.22
2025-07-14 13F Rooted Wealth Advisors, Inc. 40,902 10.92 2,028 30.59
2025-07-21 13F HighMark Wealth Management LLC 602 21.13 30 31.82
2025-07-10 13F Brooklyn FI, LLC 292,825 7.12 14,483 17.07
2025-07-25 13F Welch Group, LLC 4,586 227
2025-08-14 13F Snowden Capital Advisors LLC 23,340 8.28 1,154 18.36
2025-08-18 13F Hollencrest Capital Management 1,606 46.00 79 61.22
2025-08-07 13F New England Private Wealth Advisors LLC 56,699 0.16 2,838 10.77
2025-08-14 13F Bank Of America Corp /de/ Call 10,300 509
2025-05-15 13F Rakuten Investment Management, Inc. 713,188 11.45 32,315 4.65
2025-08-14 13F Bank Of America Corp /de/ 112,824,327 3.48 5,580,291 13.08
2025-07-24 13F SLT Holdings LLC 12,977 642
2025-08-12 13F Bedel Financial Consulting, Inc. 11,946 0.11 591 6.31
2025-07-22 13F Simplicity Wealth,LLC 27,008 11.66 1,336 22.03
2025-07-31 13F Optimum Investment Advisors 12,754 0.35 631 9.57
2025-04-17 13F Montecito Bank & Trust 10,357 2.47 469 5.17
2025-08-14 13F Bank Of America Corp /de/ Put 100 5
2025-08-14 13F Dearborn Partners Llc 6,923 1.15 342 10.68
2025-08-29 NP GLRBX - James Balanced: Golden Rainbow Fund Retail Class 27,506 1,360
2025-05-13 13F GKV Capital Management Co., Inc. 40,510 1,833
2025-08-18 13F/A Kestra Investment Management, LLC 7,100 17.63 351 28.57
2025-08-14 13F Great Valley Advisor Group, Inc. 90,310 0.46 4,466 9.78
2025-08-13 13F Cary Street Partners Financial Llc 57,422 2.17 2,840 11.68
2025-07-03 13F McLean Asset Management Corp 15,312 40.19 763 75.17
2025-08-06 13F Able Wealth Management LLC 4,751 235
2025-08-06 13F Vestmark Advisory Solutions, Inc. 58,466 2,892
2025-08-13 13F Boston Family Office Llc 10,817 2.15 1
2025-08-04 13F Savvy Advisors, Inc. 56,707 68.89 2,805 84.60
2025-08-13 13F Marshall Wace, Llp 113,749 5,626
2025-07-28 13F Evernest Financial Advisors, LLC 6,672 0.17 330 9.63
2025-08-08 13F Financial Gravity Companies, Inc. 522 13.97 26 25.00
2025-07-30 13F Financial Perspectives, Inc 8,181 12.89 405 23.55
2025-08-13 13F Baird Financial Group, Inc. 5,112,512 9.30 252,865 19.44
2025-07-25 13F Lodestar Private Asset Management Llc 183,091 2.54 9,056 12.05
2025-07-29 13F LMG Wealth Partners, LLC 52,981 2.22 2,620 11.73
2025-08-07 13F CENTRAL TRUST Co 110,937 13.47 5,487 24.01
2025-08-08 13F Grandfield & Dodd, Llc 6,863 339
2025-07-29 13F Swmg, Llc 20,372 6.62 1,028 19.84
2025-07-22 13F MBL Wealth, LLC 47,898 0.68 2,369 10.03
2025-05-14 13F/A Miramar Fiduciary Corp 649 25
2025-08-12 13F Running Point Capital Advisors, LLC 57,975 4.83 2,867 14.54
2025-07-16 13F American National Bank 22,635 45.42 1,120 58.95
2025-07-18 13F Benchmark Wealth Management, LLC 7,067 350
2025-07-30 13F Crewe Advisors LLC 99,390 7.74 4,916 17.72
2025-08-14 13F Compass Wealth Management, LLC/GA 101,152 5,003
2025-07-21 13F West Financial Advisors, LLC 39,706 5.25 1,964 15.00
2025-08-12 13F Jpmorgan Chase & Co 12,608,181 1.41 623,601 10.82
2025-08-06 13F Nicholas Hoffman & Company, LLC. 6,149,000 24.56 304,130 36.11
2025-07-15 13F Define Financial, Llc 195,835 0.22 9,686 15.02
2025-07-29 13F Tradewinds Capital Management, LLC 387 50.58 19 72.73
2025-08-08 13F IMA Wealth, Inc. 444 32.93 22 40.00
2025-08-14 13F Menora Mivtachim Holdings Ltd. 190,680 52.54 9,431 66.71
2025-08-07 13F Tillman Hartley LLC 10,379 111.26 513 131.08
2025-07-22 13F Valpey Financial Services, LLC 26,500 1,311
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 15,687 0.08 776 9.31
2025-07-30 13F TFB Advisors LLC 10,076 6.28 498 16.08
2025-08-08 13F MTM Investment Management, LLC 1,158 57
2025-08-13 13F Johnson Financial Group, Inc. 107,490 44.60 5,316 58.03
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 35,075 1,735
2025-07-10 13F YHB Investment Advisors, Inc. 7,048 5.54 349 15.23
2025-08-07 13F Gryphon Financial Partners LLC 18,522 5.35 916 15.22
2025-08-05 13F Avant Financial Advisors LLC 35,981 7.25 1,780 17.19
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 49,472 2.85 2,447 12.41
2025-08-29 13F Evolution Wealth Management Inc. 2,098 104
2025-07-18 13F Impact Capital Partners LLC 8,251 18.33 408 29.52
2025-08-08 13F Capital Investment Advisory Services, LLC 11,189 17.40 553 28.31
2025-08-12 13F Gladstone Institutional Advisory LLC 23,461 23.89 1,160 35.36
2025-07-15 13F Alhambra Investment Partners LLC 4,155 205
2025-08-01 13F Integral Investment Advisors, Inc. 6,168 13.84 305 24.49
2025-07-23 13F Tectonic Advisors Llc 1,044,305 1.84 51,651 11.29
2025-08-14 13F Beaird Harris Wealth Management, LLC 14,249 3.08 705 12.64
2025-07-15 13F Genesis Wealth Advisors, LLC 108,542 5.26 5,368 15.05
2025-07-30 13F Clifford Swan Investment Counsel Llc 9,104 1.65 450 11.11
2025-08-05 13F Mma Asset Management Llc 7,862 13.81 389 24.36
2025-08-11 13F Alps Advisors Inc 652,901 12.34 32,292 22.76
2025-07-29 13F Harbor Asset Planning, Inc. 605 30
2025-08-04 13F Hantz Financial Services, Inc. 84,983 4
2025-08-08 13F Cetera Investment Advisers 3,426,755 6.63 169,487 16.53
2025-07-25 13F Wealth Architects, LLC 14,057 3.76 695 13.38
2025-08-13 13F Idaho Trust Bank 212,941 1.66 10,530 11.09
2025-07-31 13F Future You Wealth Llc 62,620 22.59 3,095 33.92
2025-07-11 13F Colorado Capital Management, Inc. 9,996 17.81 0
2025-08-14 13F Voya Financial Advisors, Inc. 12,752 5.83 630 15.41
2025-08-15 13F TLT Family Holdco ULC 538,350 26,627
2025-07-23 13F Roberts Wealth Advisors, LLC 171,444 6.41 8,480 16.28
2025-08-07 13F Tfo-tdc, Llc 68,468 0.03 3,386 9.30
2025-07-29 13F Morgan Dempsey Capital Management Llc 396 20
2025-07-17 13F Gleason Group, Inc. 258,850 80.04 12,803 96.74
2025-08-14 13F Comerica Bank 1,567,397 41.90 77,523 55.06
2025-07-22 13F Integrated Capital Management, LLC 64,584 6.08 3 50.00
2025-08-20 13F North Dallas Bank & Trust Co 22,605 1,118
2025-07-08 13F Webster Bank, N. A. 16,636 2.65 823 12.14
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 6,026 17.70 0
2025-07-14 13F E&G Advisors, LP 62,741 0.05 3,102 9.30
2025-07-21 13F/A Abacus Planning Group, Inc. 141,736 3.05 7,010 12.61
2025-07-28 13F J.Safra Asset Management Corp 3,620 179
2025-08-26 NP IRMPX - Voya Retirement Moderate Portfolio Class ADV 259,501 12,835
2025-07-08 13F Lpwm Llc 228,288 56.71 11,291 71.26
2025-07-16 13F Ascent Capital Management, LLC 58,246 2.67 2,881 12.19
2025-07-10 13F Secure Asset Management, LLC 28,858 429.70 1,427 480.08
2025-07-09 13F Kearns & Associates LLC 106,700 0.68 5,277 10.03
2025-08-13 13F Haverford Trust Co 113,388 4.29 5,608 13.98
2025-07-29 13F Regions Financial Corp 3,270,427 4.83 161,755 14.56
2025-08-12 13F Jacobi Capital Management LLC 10,722 10.71 530 21.00
2025-07-16 13F Diversified Enterprises, LLC 27,283 6.62 1,349 16.49
2025-07-22 13F Noble Family Wealth, LLC 27,972 12.14 1,383 22.61
2025-07-29 13F Parthenon Llc 115,193 1.07 5,697 10.45
2025-08-06 13F Quadrant Private Wealth Management, LLC 6,116 302
2025-07-17 13F Willow Creek Wealth Management Inc. 13,149 15.24 650 25.97
2025-07-21 13F Wallington Asset Management, LLC 159,885 7,908
2025-07-29 13F Gladwyn Financial Advisors, Inc. 122,187 6,043
2025-07-17 13F Financial Partners Group, LLC 7,119 352
2025-08-13 13F Wealthquest Corp 5,064 0.92 250 10.13
2025-07-10 13F Fortress Wealth Management, Inc. 7,186 0.03 355 9.23
2025-08-04 13F Quaker Wealth Management, LLC 7 0
2025-08-13 13F GeoWealth Management, LLC 5,453 55.14 270 69.18
2025-08-15 13F Morgan Stanley 49,164,716 4.23 2,431,687 13.90
2025-08-13 13F Baker Avenue Asset Management, LP 650,795 0.64 32,188 9.98
2025-08-13 13F Willis Johnson & Associates, Inc. 1,630,927 6.02 80,666 15.86
2025-08-15 13F Optimist Retirement Group LLC 9,828 1.68 486 11.21
2025-08-07 13F Verus Capital Partners, Llc 14,216 0.40 703 9.84
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 7,041 17.02 348 27.94
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 10,084 61.22 499 75.97
2025-07-18 13F Parkside Investments, LLC 18,330 0.61 907 9.95
2025-07-09 13F Thrive Wealth Management, LLC 106,066 10.77 5,246 21.07
2025-08-13 13F Mayfair Advisory Group, LLC 7,536 6.14 382 19.00
2025-07-23 13F Hardy Reed LLC 90,913 0.01 4,497 9.29
2025-07-18 13F Viewpoint Investment Partners Corp 33,030 58.04 1,634 72.80
2025-07-29 13F Chicago Partners Investment Group LLC 37,996 2.03 1,947 13.67
2025-07-17 13F Sound Income Strategies, LLC 7,135 121.10 353 141.10
2025-08-13 13F Summit Wealth Group Llc / Co 22,617 1,119
2025-07-25 13F Parker Financial LLC 329,155 3.12 16,281 12.68
2025-07-10 13F Arbor Wealth Advisors LLC 23,439 0.02 1,159 9.34
2025-08-12 13F Mystic Asset Management, Inc. 5,681 3.65 281 12.90
2025-08-05 13F Arrowroot Family Office, LLC 94,061 17.89 4,652 32.42
2025-08-14 13F Voya Investment Management Llc 3,006,437 100.44 148,698 119.04
2025-07-15 13F Kwmg, Llc 473,251 1.78 23,407 11.23
2025-07-24 13F Louisbourg Investments Inc. 62,794 5.01 3,106 14.75
2025-07-23 13F Pure Portfolios Holdings Llc 33,237 8.55 1,644 18.63
2025-07-14 13F Proathlete Wealth Management Llc 147,708 4.09 7,309 13.76
2025-08-05 13F Centennial Bank/AR/ 52,660 7.74 2,605 17.72
2025-07-14 13F Acropolis Investment Management, LLC 941,557 1.30 46,569 10.70
2025-07-15 13F Seven Post Investment Office LP 64,355 0.16 3,183 9.42
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 326,735 1.27 16,160 10.67
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 8,578 380.29 424 443.59
2025-07-22 13F Cedar Mountain Advisors, LLC 111,643 3.09 5,522 12.65
2025-08-14 13F Camden Capital, LLC 8,317 55.55 411 69.83
2025-08-14 13F Vista Capital Partners, Inc. 6,444 319
2025-08-06 13F Legacy Wealth Managment, LLC/ID 415 62.11 21 81.82
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 965,020 1.08 48 9.30
2025-08-14 13F Connecticut Wealth Management, LLC 58,477 6.82 2,892 16.75
2025-07-17 13F CWA Asset Management Group, LLC 64,583 1.84 3,194 11.29
2025-08-14 13F Acorn Wealth Advisors, LLC 24,285 263.06 1,201 297.68
2025-08-04 13F Buck Wealth Strategies, LLC 185,162 28.74 9,158 40.70
2025-08-04 13F Heritage Investors Management Corp 121,493 0.48 6 20.00
2025-08-07 13F 1st Source Bank 87,584 2.05 4,332 11.51
2025-08-14 13F London & Capital Asset Management Ltd 16,989 15.45 840 26.13
2025-08-18 13F Tactive Advisors, LLC 4,214 208
2025-07-25 13F Richardson Financial Services Inc. 18,453 233.21 913 264.80
2025-07-29 13F Angeles Wealth Management, Llc 24,583 936.82 1,216 1,035.51
2025-04-25 13F Smallwood Wealth Investment Management, LLC 578 26
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 30 30.43 1 0.00
2025-08-11 13F United Advisor Group, LLC 40,193 118.35 1,988 138.54
2025-08-05 13F American Capital Advisory, LLC 7,294 76.70 361 93.55
2025-07-29 13F Northeast Investment Management 160,791 7.39 7,953 17.36
2025-08-14 13F Raymond James Financial Inc 6,523,340 2.56 322,644 12.08
2025-08-08 13F Firestone Capital Management 11,982 0.04 593 9.23
2025-07-30 13F Rehmann Capital Advisory Group 14,849 4.03 734 13.62
2025-07-09 13F Emprise Bank 9,958 493
2025-08-11 13F Wealthspire Advisors, LLC 8,339,284 0.04 412,461 9.32
2025-08-14 13F Financial Network Wealth Advisors LLC 1,388 0.07 69 9.68
2025-07-29 13F Sigma Investment Counselors Inc 694,413 2.31 34,346 11.80
2025-08-13 13F Natixis Advisors, L.p. 333,059 0.48 16 6.67
2025-08-14 13F Hancock Whitney Corp 104,436 49.60 5,165 63.50
2025-07-22 13F Sage Investment Counsel LLC 8,686 0.33 430 9.72
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 135,291 2.75 6,691 12.28
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2,091 6.20 104 15.73
2025-07-23 13F SGL Investment Advisors, Inc. 10,030 6.92 498 15.58
2025-07-18 13F Tanager Wealth Management LLP 494,544 0.15 24,460 9.45
2025-07-07 13F Peterson Wealth Advisors, LLC 103,482 2.24 5,118 25.07
2025-07-16 13F BOS Asset Management, LLC 16,822 0.29 832 9.62
2025-08-14 13F BancorpSouth Bank 4,674 1.85 231 11.59
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 86,900 4,298
2025-08-05 13F RiverGlades Family Offices LLC 139,492 4.57 6,899 14.28
2025-08-01 13F Zhang Financial LLC 223,119 3.83 11,035 13.46
2025-08-13 13F Echo45 Advisors LLC 180,497 0.24 8,927 9.53
2025-08-14 13F Visionary Wealth Advisors 22,985 1.48 1,137 10.83
2025-08-14 13F Peapack Gladstone Financial Corp 1,464,836 3.94 72 14.29
2025-07-30 13F Wbh Advisory Inc 75,149 2.10 3,717 11.56
2025-08-06 13F Founders Financial Securities Llc 9,125 1.72 451 11.91
2025-08-14 13F Integrated Wealth Concepts LLC 900,333 6.07 44,530 15.91
2025-07-07 13F Capital Asset Advisory Services LLC 688,033 1.04 34,168 10.40
2025-08-13 13F Cresset Asset Management, LLC 1,374,012 4.14 67,959 13.80
2025-08-15 13F North Ridge Wealth Advisors, Inc. 658 353.79 33 433.33
2025-07-10 13F PMV Capital Advisers, LLC 428 21
2025-07-07 13F Accelerate Investment Advisors LLC 76,159 4.42 3,767 14.09
2025-07-22 13F Luken Investment Analytics, LLC 8 0
2025-07-17 13F Worth Financial Advisory Group, LLC 4,278 212
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 2,298,708 0.71 113,838 10.20
2025-08-05 13F Key FInancial Inc 13,688 3.36 677 13.02
2025-07-28 13F Cutler Investment Counsel Llc 73,253 6.14 3,623 16.01
2025-08-12 13F Weitzel Financial Services, Inc. 4,568 231
2025-08-14 13F Wexford Capital Lp 209,092 10,342
2025-08-05 13F Continuum Wealth Advisors, Llc 130,597 6,459
2025-08-04 13F Roble, Belko & Company, Inc 210,982 11.37 10 25.00
2025-07-09 13F Procyon Private Wealth Partners, LLC 333,313 12.44 16,486 22.88
2025-08-13 13F IAG Wealth Partners, LLC 15,341 484.20 759 542.37
2025-08-15 13F Fidelity D & D Bancorp Inc 6,815 13.30 337 23.90
2025-08-13 13F Stablepoint Partners, LLC 21,416 1.25 1,059 10.66
2025-08-06 13F Adviser Investments LLC 3,880,468 9.24 191,928 19.38
2025-08-07 13F Allworth Financial LP 779,527 6.61 38,555 17.12
2025-05-15 13F Wealth Management Strategies, Inc. 153,015 13.66 6,925 11,637.29
2025-07-09 13F Beacon Financial Group 226,793 86.62 11,217 103.95
2025-08-19 13F/A Pitcairn Co 24,126 4.94 1,193 14.71
2025-08-14 13F Mariner, LLC 13,177,456 1.29 651,738 10.69
2025-07-01 13F Stonehearth Capital Management, LLC 282,684 0.36 13,982 9.68
2025-08-14 13F Atomi Financial Group, Inc. 819,916 0.19 40,553 9.48
2025-08-07 13F McClarren Financial Advisors, Inc. 23,911 13.56 1,183 118,100.00
2025-07-31 13F Guardian Financial Partners, LLC 13,232 0.28 654 9.55
2025-08-14 13F Citadel Advisors Llc 15,378 384.04 761 431.47
2025-07-25 13F Ackerman Capital Advisors, LLC 101,016 382.84 4,996 428.12
2025-08-14 13F Citadel Advisors Llc Put 53,700 87.76 2,656 105.26
2025-07-10 13F Wedmont Private Capital 2,608,070 6.09 129,386 22.11
2025-07-25 13F Johnson Investment Counsel Inc 28,145 6.26 1,392 16.19
2025-07-09 13F Hiley Hunt Wealth Management 155,208 2.00 7,672 11.01
2025-08-13 13F GM Advisory Group, Inc. 4,095 203
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 58 3
2025-07-08 13F/A Salem Investment Counselors Inc 2,816 1.00 139 10.32
2025-08-26 NP IRMGX - Voya Retirement Moderate Growth Portfolio Class ADV 479,863 23,734
2025-07-11 13F Kingstone Capital Partners Texas, LLC 898,476 38
2025-07-23 13F Bear Mountain Capital, Inc. 315,420 0.82 15,926 12.74
2025-08-08 13F Accredited Investors Inc. 5,486 21.72 271 32.84
2025-07-09 13F Lbmc Investment Advisors, Llc 141,046 2.29 6,976 11.79
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 13,688 44.18 677 57.81
2025-08-05 13F Elm Partners Management LLC 3,764,989 17.48 186,216 28.38
2025-08-13 13F Northern Trust Corp 44,069,408 1.26 2,179,673 10.66
2025-08-18 13F Geneos Wealth Management Inc. 271,169 12.95 13,412 23.43
2025-08-08 13F Your Advocates Ltd., LLP 580 29
2025-07-22 13F Beacon Financial Advisory LLC 14,391 75.09 712 91.64
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB 90,300 188.50 4,466 215.40
2025-07-15 13F Wela Strategies, Inc. 215,382 0.97 10,653 10.33
2025-07-10 13F Hurlow Wealth Management Group, Inc. 210,864 3.41 10,429 13.01
2025-07-31 13F FSM Wealth Advisors, LLC 385,194 6.71 19,040 16.55
2025-08-12 13F Allen Capital Group, LLC 28,021 1.13 1,386 10.45
2025-08-12 13F/A Cozad Asset Management Inc 12,139 0.01 600 9.29
2025-08-13 13F 1832 Asset Management L.P. 7,128 1.95 353 11.39
2025-08-11 13F VSM Wealth Advisory, LLC 63,756 0.74 3,153 10.09
2025-08-08 13F Francis Financial, Inc. 45,349 1.83 2,243 11.27
2025-08-14 13F Full Sail Capital, LLC 653,298 21.58 32,312 32.86
2025-08-08 13F SG Americas Securities, LLC 2,502 2.54 0
2025-07-21 13F Crews Bank & Trust 483 16.67 24 27.78
2025-07-15 13F Main Street Group, LTD 1,916 36.27 95 49.21
2025-08-13 13F My Purposeful Wealth Corp. 9,895 3.66 499 15.28
2025-08-14 13F Jane Street Group, Llc Put 22,300 5.69 1,103 15.51
2025-07-22 13F HFM Investment Advisors, LLC 423 4.70 21 11.11
2025-07-24 13F PDS Planning, Inc 1,042,507 3.20 51,562 12.77
2025-08-11 13F GW&K Investment Management, LLC 239,480 5.35 12 10.00
2025-06-18 NP Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 377,829 1,758.11 17,097 1,795.34
2025-06-27 NP DSCF - Discipline Fund ETF 35,556 7.86 1,609 9.91
2025-08-08 13F Hibernia Wealth Partners, LLC 4,774 236
2025-07-15 13F Kagan Cocozza Asset Management 86,686 1.99 4,287 11.47
2025-07-28 13F Duncker Streett & Co Inc 8,797 0.11 435 9.57
2025-08-06 13F Raelipskie Partnership 267,408 1.61 13,226 11.04
2025-08-14 13F Jane Street Group, Llc 26,181 1,295
2025-07-08 13F Nbc Securities, Inc. 64,993 133.08 3 200.00
2025-08-13 13F Gamco Investors, Inc. Et Al 36,727 1,817
2025-07-17 13F Janney Montgomery Scott LLC 1,708,151 14.49 84 25.37
2025-07-29 13F Semitam Bonam Llc 4,171 206
2025-08-14 13F Seven Mile Advisory 14,959 0.08 740 9.32
2025-07-09 13F Affinity Capital Advisors, LLC 8,933 34.13 442 53.66
2025-08-14 13F Vident Advisory, LLC 135,761 24.70 6,715 36.27
2025-07-28 13F Td Asset Management Inc 712,600 6.35 35,245 16.22
2025-08-08 13F Tortoise Investment Management, LLC 179,171 0.95 8,862 10.32
2025-07-16 13F Freestate Advisors LLC 9,073 36.40 449 48.84
2025-08-04 13F Balentine LLC 11,439 1.22 566 10.57
2025-07-23 13F Cohen Investment Advisors LLC 14,954 4.13 740 13.87
2025-07-22 13F Belpointe Asset Management LLC 46,341 112.98 2,292 132.93
2025-07-24 13F Callan Family Office, LLC 197,720 2.73 9,779 12.27
2025-08-01 13F Red Lighthouse Investment Management, Llc 36,195 0.06 1,790 18.54
2025-08-11 13F Alteri Wealth LLC 7,168 12.92 355 23.34
2025-08-14 13F IHT Wealth Management, LLC 20,613 45.37 1,020 58.97
2025-07-21 13F Curran Financial Partners, LLC 6,487 11.04 321 21.21
2025-07-30 13F First Interstate Bank 19,915 4.04 985 13.63
2025-08-06 13F Legacy Investment Solutions, LLC 415 62.11 21 81.82
2025-07-14 13F Abound Wealth Management 131,321 5.95 6,495 15.78
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 3,304,750 4,672.34 70 -97.80
2025-08-26 NP Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares 280,375 3.36 13,867 12.95
2025-08-12 13F XTX Topco Ltd 6,261 310
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 10,131 0.17 459
2025-07-11 13F Cypress Financial Planning Llc 181,213 1.42 8,963 10.82
2025-07-22 13F Knights of Columbus Asset Advisors LLC 3,337 8.41 165 18.71
2025-07-15 13F DKM Wealth Management, Inc. 7,477 0.42 370 9.50
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 22,886 6.43 1,132 16.24
2025-07-17 13F Venture Visionary Partners LLC 90,372 2.74 4,470 12.26
2025-04-09 13F Compass Investment Advisers LLC 10,237 451
2025-08-14 13F/A Rockefeller Capital Management L.P. 2,166,641 21.10 107,162 32.33
2025-07-07 13F Aletheian Wealth Advisors LLC 166,827 8.39 8,251 18.46
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 214,088 43.27 10,589 56.56
2025-08-13 13F Custom Index Systems, Llc 53,982 29.59 2,670 41.59
2025-08-04 13F Creative Financial Designs Inc /adv 218,091 1.39 10,787 10.80
2025-05-16 13F Coordinated Financial Services, Inc./CO 8,182 7.57 370 11.45
2025-07-11 13F Rockwood Wealth Management, LLC 25,087 6.37 1,241 16.21
2025-08-12 13F Mcdonald Partners Llc 7,595 376
2025-07-28 13F Davidson Trust Co 33,093 9.01 1,637 19.07
2025-07-09 13F Christopher J. Hasenberg, Inc 277,061 307,745.56 13,703 342,475.00
2025-07-23 13F Ti-trust, Inc 59,557 1.65 2,946 11.09
2025-08-12 13F J.w. Cole Advisors, Inc. 269,164 90.97 13,313 108.68
2025-07-07 13F St. Clair Advisors, LLC 7,541 0.28 373 9.41
2025-07-25 13F Apollon Wealth Management, LLC 60,749 6.59 3,005 16.48
2025-08-08 13F Kaizen Financial Strategies 18,381 18.79 909 29.86
2025-08-08 13F Petix & Botte Co 16,588 0.05 820 9.33
2025-08-14 13F RPTC Inc. 221,235 0.21 10,942 9.51
2025-08-29 13F Centaurus Financial, Inc. 52,062 28.53 3 100.00
2025-07-10 13F Kmg Fiduciary Partners, Llc 37,369 0.01 1,848 9.28
2025-07-16 13F Pacific Sage Partners, LLC 4,570 226
2025-07-15 13F Focused Wealth Management, Inc 514,105 2.15 25,428 11.62
2025-08-04 13F IFG Advisory, LLC 14,323 6.52 708 16.45
2025-08-25 NP AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 252,600 15.50 12,494 26.22
2025-08-12 13F Forum Private Client Group LLC 5,716 9.84 283 20.00
2025-08-12 13F Howe & Rusling Inc 194,632 12.53 9,627 22.97
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 134,141 0.45 6,635 9.76
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class 2,144,527 8.60 106,068 18.68
2025-07-16 13F Squire Investment Management Company, LLC 16,249 5.75 804 15.54
2025-07-16 13F/A CX Institutional 17,595 0.47 1
2025-08-12 13F TCTC Holdings, LLC 1,228 61
2025-08-13 13F Allium Financial Advisors, Llc 6,190 306
2025-08-15 13F Orcam Financial Group 29,274 6.18 1,448 16.04
2025-08-28 NP DMCY - DEMOCRACY INTERNATIONAL FUND Shares 17,233 10.33 852 20.68
2025-08-13 13F Brown Advisory Inc 1,388,750 0.49 68,688 9.81
2025-07-15 13F BCS Wealth Management 26,955 0.28 1 0.00
2025-08-12 13F SRS Capital Advisors, Inc. 527,027 0.37 26,586 11.87
2025-08-11 13F Mosaic Family Wealth Partners, Llc 202,372 21.51 10,009 32.80
2025-08-13 13F Westerkirk Capital Inc. 958,700 47,417
2025-07-29 13F Marathon Strategic Advisors, LLC 92,133 5.04 4,557 14.76
2025-08-01 13F Penobscot Wealth Management 202,893 6.48 10,035 16.37
2025-08-11 13F Independent Advisor Alliance 30,204 37.65 1,494 50.35
2025-07-22 13F Warwick Investment Management, Inc. 28,293 14.57 1,399 25.25
2025-08-14 13F Bank of Marin 9,299 460
2025-07-14 13F Northland Capital Management LLC 55,498 16.57 2,745 27.39
2025-08-12 13F BlackRock, Inc. 37,494 32.41 1,854 44.73
2025-07-23 13F Joel Isaacson & Co., LLC 60,502 4.59 2,992 14.29
2025-08-14 13F BTG Pactual Asset Management US LLC 211,997 3.53 10,485 13.14
2025-08-14 13F Freedom Financial Partners LLC 166,801 6.07 8,250 15.91
2025-07-09 13F Exchange Bank 8,133 0.71 402 10.14
2025-04-30 13F Sofos Investments, Inc. 580 33.64 26 0.00
2025-08-26 13F/A Thrivent Financial For Lutherans 318,651 3.16 16 7.14
2025-07-22 13F Valeo Financial Advisors, LLC 664,829 2.02 32,882 11.48
2025-07-16 13F Vision Capital Management, Inc. 582,881 7.82 28,829 17.82
2025-08-13 13F Arrowstreet Capital, Limited Partnership 494,297 24,448
2025-07-17 13F Eclectic Associates Inc /adv 48,817 3.20 2,414 12.80
2025-07-16 13F Perigon Wealth Management, LLC 136,975 3.22 6,775 12.81
2025-08-15 13F Blue Edge Capital, LLC 260,603 12.00 12,889 22.40
2025-07-22 13F Joule Financial, LLC 148,145 0.33 7,327 9.65
2025-07-15 13F Ballentine Partners, LLC 2,732,837 5.46 135,166 15.24
2025-08-07 13F Palisade Asset Management, LLC 20,539 2.86 1,016 12.40
2025-08-08 13F Citizens Financial Group Inc/ri 381,238 0.13 18,856 9.43
2025-08-25 NP GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 277,657 19.80 13,733 30.92
2025-08-14 13F/A Forefront Analytics, LLC 172,044 9.66 8,509 19.83
2025-07-24 13F Baldwin Brothers Inc/ma 16,854 2.03 834 11.51
2025-08-01 13F Fire Capital Management LLC 62,938 47.60 3,113 61.33
2025-08-12 13F Argent Trust Co 62,843 20.22 3,108 31.42
2025-08-11 13F Aptus Capital Advisors, LLC 1,174,659 14.92 58,099 25.59
2025-08-06 13F Soltis Investment Advisors LLC 159,522 9.93 7,890 20.13
2025-07-24 13F 3Chopt Investment Partners, LLC 9,539 124.39 472 145.31
2025-08-14 13F Two Sigma Securities, Llc 141,952 125.32 7,021 146.23
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 108,964 1.11 5,389 10.50
2025-07-25 13F Lion Street Advisors, LLC 10,848 3.00 537 12.61
2025-08-08 13F Atlantic Trust, LLC 10,389 7.09 514 16.86
2025-08-18 13F Wellington Capital Management, Inc. 21,542 1
2025-08-08 13F Thrive Capital Management, LLC 108,960 5,389
2025-08-13 13F Invesco Ltd. 1,542,772 8,535.72 76,306 9,343.69
2025-07-23 13F Cohen Capital Management, Inc. 14,817 0.05 733 9.25
2025-08-06 13F Stokes Family Office, LLC 44,905 2.98 2,221 12.57
2025-07-18 13F Swp Financial Llc 67,221 66.79 3,325 82.24
2025-07-29 NP JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 197,961 0.72 9,304 5.84
2025-07-29 13F Aspiriant, Llc 108,842 0.48 5,383 9.81
2025-08-05 13F Blue Barn Wealth, LLC 9,346 16.01 462 26.92
2025-07-23 13F Madden Advisory Services, Inc. 15,316 4.81 758 14.52
2025-07-29 13F Werba Rubin Papier Wealth Management 67,327 3.33 3,330 12.92
2025-08-07 13F Fidelis Capital Partners, LLC 67,758 0.34 3,414 12.68
2025-08-15 13F Zuckerman Investment Group, LLC 513,043 2.66 25,375 12.19
2025-04-11 13F Safeguard Financial, LLC 7,045 49.67 319 53.62
2025-07-17 13F Guyasuta Investment Advisors Inc 9,184 0.27 454 9.66
2025-07-28 13F Twin Tree Management, LP Call 4,200 2,000.00 208 2,200.00
2025-08-11 13F One Capital Management, LLC 35,262 2.26 1,744 11.79
2025-07-25 13F Courage Miller Partners, LLC 162,295 1.23 8,027 10.63
2025-07-24 13F Us Bancorp \de\ 7,488,072 1.54 370,366 10.96
2025-08-04 13F Kovack Advisors, Inc. 16,451 1.59 814 11.07
2025-08-14 13F Smartleaf Asset Management LLC 92,937 40.61 4,590 53.31
2025-06-03 13F Invst, LLC 133,202 1,799.90 6,029 1,857.14
2025-07-16 13F Signaturefd, Llc 4,141,888 2.91 204,858 12.46
2025-07-09 13F Westmount Partners, LLC 12,882 0.08 637 9.45
2025-07-29 13F Creekside Partners 61,695 2.15 3,051 11.64
2025-07-10 13F Moller Financial Services 269,931 3.90 13,351 13.54
2025-08-14 13F Glen Eagle Advisors, LLC 15,061 2.76 745 12.22
2025-08-14 13F/A Skopos Labs, Inc. 15,268 1,291.80 630 1,185.71
2025-07-23 13F Peak Financial Management, Inc. 20,919 0.89 1,035 10.23
2025-08-11 13F NewEdge Wealth, LLC 438,874 2.81 22,273 15.29
2025-08-12 13F NDVR, Inc. 177,227 2.13 8,766 11.60
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 1,950 0.05 96 9.09
2025-07-28 13F Allianz Asset Management GmbH 382,735 200.17 18,930 228.08
2025-07-31 13F Guardian Wealth Advisors, LLC 135,099 4.77 6,682 14.48
2025-08-11 13F Empowered Funds, LLC 1,389,256 4.79 68,713 14.51
2025-08-07 13F Nwam Llc 62,577 21.70 3,133 34.59
2025-08-14 13F L2 Asset Management, LLC 9,318 461
2025-07-18 13F Fmb Wealth Management 4,396 217
2025-08-11 13F Principal Securities, Inc. 229,457 4.99 11,349 17.91
2025-08-12 13F Country Trust Bank 1,581,292 5.65 78,211 15.45
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 14,618 2.11 723 11.59
2025-07-25 13F Keener Financial Planning LLC 221,336 18.17 11 25.00
2025-07-31 13F 180 Wealth Advisors, Llc 189,123 5.08 9,354 14.84
2025-07-31 13F Money Design Co.,Ltd. 1,757,212 2.42 87 11.69
2025-08-26 13F Claris Financial LLC 6,575 0.12 325 12.46
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 118,399 2.62 5,359 5.45
2025-07-22 13F Orca Wealth Management, LLC 5,173 0.29 256 9.44
2025-08-14 13F Boston Private Wealth Llc 86,743 4,290
2025-07-28 13F Delap Wealth Advisory, Llc 76,494 78.80 3,783 95.40
2025-08-08 13F Investment Partners, Ltd. 153,169 7.15 7,576 17.10
2025-07-28 13F Twin Tree Management, LP 276,131 93.20 13,657 111.15
2025-07-17 13F SWS Partners 93,905 12.71 4,645 23.15
2025-07-11 13F SILVER OAK SECURITIES, Inc 54,990 4.06 2,720 13.58
2025-07-22 13F/A Elser Financial Planning, Inc 7,401 14.71 366 25.34
2025-07-11 13F Marshall & Sullivan Inc /wa/ 159,826 1.00 7,905 10.36
2025-07-10 13F Pachira Investments Inc. 65,798 10.54 3,254 20.65
2025-08-19 13F Anchor Investment Management, LLC 5,992 0.02 296 9.23
2025-07-17 13F MBA Advisors LLC 9,808 2.79 485 12.53
2025-08-14 13F Talon Private Wealth, LLC 119,782 15.70 5,924 27.32
2025-07-11 13F BTC Capital Management, Inc. 342,320 5.99 16,931 15.81
2025-07-29 13F Carmel Capital Partners, LLC 8,779 87.83 434 105.69
2025-07-10 13F NorthCrest Asset Manangement, LLC 66,398 2.05 3,321 12.81
2025-08-12 13F Insigneo Advisory Services, Llc 16,645 25.29 823 36.94
2025-07-23 13F 1 North Wealth Services Llc 58 81.25 3 100.00
2025-08-14 13F Nepc Llc 2,234,655 5.74 110,526 15.55
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 295,512 6.76 14,616 16.68
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 281,298 0.05 13,913 9.33
2025-08-13 13F Tobias Financial Advisors, Inc. 354,584 4.66 17,538 14.37
2025-07-22 13F 4Thought Financial Group Inc. 159,631 1.89 7,895 11.35
2025-07-09 13F Byrne Asset Management LLC 4,730 234 5.91
2025-08-14 13F Mercer Global Advisors Inc /adv 12,800,927 8.89 633,134 19.00
2025-08-07 13F Laffer Investments 14,421 131.59 713 153.74
2025-07-21 13F J2 Capital Management Inc 17,330 4.17 857 13.96
2025-07-29 13F Signature Estate & Investment Advisors Llc 251,653 1.65 12,447 11.09
2025-07-16 13F Magnus Financial Group LLC 216,086 0.38 10,688 9.70
2025-07-22 13F Accel Wealth Management 6,937 6.79 343 17.06
2025-08-14 13F Sequent Planning LLC 11,113 10.22 550 20.39
2025-08-07 13F Rathbone Brothers plc 133,405 4.78 6,598 14.51
2025-07-17 13F Flywheel Private Wealth LLC 42,710 2.63 2,112 12.16
2025-07-22 13F Dougherty Wealth Advisers LLC 111,601 6.10 5,520 15.95
2025-08-05 13F Sigma Planning Corp 109,951 3.95 5,438 13.60
2025-08-14 13F Wit, Llc 36,463,364 5.92 1,803,478 15.74
2025-07-07 13F Avenue 1 Advisors, LLC 19,795 3.57 979 13.18
2025-07-24 13F Jfs Wealth Advisors, Llc 250,180 3.91 12,374 13.55
2025-08-11 13F Regal Investment Advisors LLC 220,924 1.85 10,927 11.30
2025-08-14 13F First Manhattan Co 163,277 56.34 8,076 70.86
2025-07-14 13F Chapin Davis, Inc. 28,233 2.49 1,396 12.04
2025-07-17 13F Summit Financial Strategies, Inc. 74,746 0.60 3,697 9.93
2025-07-18 13F Columbia Asset Management 14,423 0.29 713 9.69
2025-07-30 13F Princeton Global Asset Management LLC 30,686 6.02 1,518 15.89
2025-08-14 13F TT Capital Management LLC 7,998 372
2025-07-18 13F Marino, Stram & Associates Llc 7,185 0.07 355 9.57
2025-07-14 13F Ridgewood Investments LLC 5,308 53.06 263 67.95
2025-07-29 13F Koshinski Asset Management, Inc. 41,746 1.85 2,065 11.27
2025-08-13 13F Millington Financial Advisors, LLC 3,973 204
2025-08-05 13F NewSquare Capital LLC 150,998 0.47 7,468 9.79
2025-07-25 13F Cwm, Llc 138,033 1.62 7 0.00
2025-08-14 13F Royal Bank Of Canada 13,378,222 1.48 661,686 10.90
2025-08-04 13F Beirne Wealth Consulting Services, LLC 141,095 0.29 6,979 9.60
2025-08-14 13F Parkwood LLC 1,190,229 1,229.79 59 1,350.00
2025-07-23 13F Charter Trust Co 216,925 1.62 10,729 11.05
2025-08-14 13F Quantitative Investment Management, LLC 33,597 2
2025-08-07 13F W Advisors, Llc 4,498 0.02 222 9.36
2025-07-31 13F Buckingham Strategic Partners 414,046 19.23 20,479 30.30
2025-08-14 13F LifePlan Investment Advisors, Inc. 41,089 14.33 2,032 24.97
2025-07-24 13F rebel Financial LLC 119,697 5,920
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 462 23
2025-04-15 13F Noble Wealth Management PBC 3,517 0.43 159 3.25
2025-07-07 13F Kings Path Partners LLC 216,073 6.16 10,687 16.01
2025-08-06 13F Ethos Financial Group, LLC 114,102 8.77 5,643 22.14
2025-08-07 13F King Luther Capital Management Corp 757 27.66
2025-09-05 13F/A Prospera Capital Management, LLC 5,409 7.75 268 17.62
2025-07-31 13F Oak Harbor Wealth Partners, Llc 9,374 13.65 464 24.13
2025-07-08 13F Arlington Trust Co LLC 6,477 14.03 320 24.51
2025-07-09 13F Massmutual Trust Co Fsb/adv 321,273 0.42 15,890 9.74
2025-08-08 13F Kingsview Wealth Management, LLC 61,416 1.65 3,038 11.08
2025-07-18 13F Naples Global Advisors, Llc 94,131 0.14 4,656 9.43
2025-07-22 13F Journey Beyond Wealth, LLC 91,394 29.97 4,520 42.05
2025-08-06 13F Cloud Capital Management, LLC 10,405 5.95 1
2025-05-13 13F Mondrian Investment Partners LTD 344 16
2025-07-17 13F Applied Capital LLC 150,200 1.63 7,429 11.05
2025-07-15 13F Pitti Group Wealth Management, LLC 6,090 3.71 301 13.58
2025-07-24 13F True Link Financial Advisors, LLC 12,176 0.22 602 9.65
2025-07-31 13F Jordan Park Group LLC 510,529 14.52 25,251 25.14
2025-08-01 13F First Command Advisory Services, Inc. 1,817 18.37 90 28.99
2025-08-13 13F Nicolet Advisory Services, Llc 8,362 12.71 414 33.12
2025-08-06 13F AE Wealth Management LLC 78,719 1.51 3,893 10.94
2025-08-07 13F Evoke Wealth, Llc 1,332,571 5.39 65,909 15.17
2025-08-07 13F Traynor Capital Management, Inc. 4,541 226
2025-07-30 13F Forum Financial Management, LP 12,248 5.96 606 15.68
2025-07-14 13F Southland Equity Partners LLC 34,640 334.09 1,713 374.52
2025-08-05 13F Huntington National Bank 173,896 14.13
2025-07-15 13F Financial Management Professionals, Inc. 644 86.13 32 106.67
2025-08-06 13F Savant Capital, LLC 232,790 12.50 11,514 22.94
2025-07-28 13F Sterling Financial Planning, Inc. 6,264 0.24 310 9.57
2025-07-31 13F Leavell Investment Management, Inc. 218,130 9.65 10,789 19.83
2025-08-14 13F Keebeck Wealth Management, LLC 4,406 218
2025-08-13 13F Lido Advisors, LLC 421,915 196.95 20,868 224.53
2025-07-21 13F Synergy Financial Management, LLC 15,034 744
2025-08-04 13F Human Investing LLC 357,736 3.91 17,700 13.59
2025-07-28 13F Bridges Investment Management Inc 3,226,154 2.01 159,566 11.47
2025-08-14 13F Investmark Advisory Group LLC 5,873 0.15 290 9.43
2025-07-11 13F Petredis Investment Advisors Llc 302,086 905.14 14,941 998.60
2025-05-29 NP Northern Lights Fund Trust - Ocean Park International ETF 12,892 84.43 583 89.90
2025-07-21 13F Triad Wealth Partners, LLC 11,454 37.62 567 50.53
2025-08-13 13F Nicolet Bankshares Inc 19,330 38.99 956 51.99
2025-07-22 13F Capital Advisors Inc/ok 1,009,063 1.29 49,908 10.70
2025-08-13 13F Strategic Financial Planning, Inc. 306,874 1.98 15,178 11.47
2025-08-08 13F Canada Post Corp Registered Pension Plan 170,000 8,408
2025-08-08 13F Brickley Wealth Management 58,334 0.15 2,885 9.45
2025-08-12 13F Shakespeare Wealth Management, Inc. 19,269 2.32 953 11.85
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 4,267 211
2025-07-18 13F Consolidated Portfolio Review Corp 140,600 0.73 6,954 10.08
2025-07-25 13F Advocate Group Llc 121,274 1.98 5,998 11.45
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 635,173 5.08 31,343 14.37
2025-08-13 13F Ofc Financial Planning, Llc 28,954 1.49 1,432 10.92
2025-08-13 13F Transce3nd, LLC 1,880 14.22 93 25.68
2025-07-18 13F Arcadia Wealth Management, LLC 238,188 7.19 11,781 17.14
2025-07-09 13F Aaron Wealth Advisors LLC 14,566 0.17 720 9.42
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 4,417 218
2025-07-11 13F William Howard & Co Financial Advisors Inc 5,527 0.09 273 9.64
2025-07-15 13F GSB Wealth Management, LLC 2,448 434.50 72 260.00
2025-07-30 13F D.a. Davidson & Co. 1,676,535 2.78 82,921 12.32
2025-07-07 13F Versant Capital Management, Inc 3,768 2.17 186 12.05
2025-08-06 13F Wsfs Capital Management, Llc 60,362 23.78 2,985 35.25
2025-08-29 13F Total Investment Management Inc 267 13
2025-08-15 13F Stonebridge Capital Advisors LLC 4,261 211
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 19,397 8.31 963 18.89
2025-08-12 13F Laurel Wealth Advisors LLC 4,600 4,846.24 0 -100.00
2025-07-30 13F Bleakley Financial Group, LLC 34,088 16.76 1,686 27.55
2025-07-31 13F Wealthfront Advisers Llc 45,479,372 0.13 2,249,410 9.42
2025-08-08 13F Arvest Bank Trust Division 399,555 1.71 19,762 11.15
2025-08-14 13F Fairview Capital Investment Management, Llc 259,493 6.79 12,835 16.69
2025-08-19 13F Asset Dedication, LLC 41,815 23.26 2,068 34.72
2025-08-12 13F Pathstone Holdings, LLC 1,933,506 5.92 94,297 14.25
2025-07-17 13F Melfa Wealth Management, Llc 7,830 0.77 387 10.26
2025-07-31 13F Brighton Jones Llc 84,768 2.42 4,193 11.94
2025-07-29 13F Riverbend Wealth Management, LLC 4,088 202
2025-07-25 13F Sharp Financial Services, LLC 26,669 10.20 1,319 20.46
2025-07-14 13F Narus Financial Partners, LLC 23,481 1.75 1,161 11.21
2025-07-14 13F Caitlin John, LLC 4,661 0.02 231 9.52
2025-07-22 13F Powell Investment Advisors, LLC 47,689 0.18 2,359 9.47
2025-07-22 13F Rockingstone Advisors LLC 25,645 4.24 1,268 13.93
2025-08-14 13F Aberdeen Wealth Management LLC 1,823 6.92 90 16.88
2025-08-13 13F Northwestern Mutual Wealth Management Co 71,616,772 4.52 3,542,166 14.22
2025-08-12 13F Financial Advocates Investment Management 49,028 17.19 2,425 28.05
2025-08-12 13F Lodestone Wealth Management LLC 7,111 29.79 352 42.11
2025-07-09 13F Riversedge Advisors, Llc 528,209 13.75 26,125 24.30
2025-08-11 13F Brown Brothers Harriman & Co 107,272 2.42 5,306 11.92
2025-08-14 13F Quantinno Capital Management LP 108,170 41.34 5,350 54.49
2025-08-08 13F L & S Advisors Inc 18,340 13.62 907 24.25
2025-07-09 13F Sapient Capital Llc 14,880 1.26 736 10.53
2025-07-28 13F Founders Grove Wealth Partners, Llc 155,423 4.01 7,687 13.68
2025-08-11 13F Angeles Investment Advisors, LLC 25,087 4.54 1,241 14.18
2025-07-23 13F Fortis Advisors, LLC 16,320 0.28 807 9.65
2025-08-08 13F Empower Advisory Group, LLC 34,535,105 1.33 1,708,106 10.73
2025-08-14 13F First Financial Bankshares Inc 959,147 0.53 47,439 9.86
2025-07-16 13F Minichmacgregor Wealth Management, Llc 225,902 11,173
2025-07-24 13F Invictus Private Wealth, Llc 983,983 7.92 48,668 17.94
2025-08-14 13F Newport Capital Group, LLC 71,323 2.36 3,528 11.86
2025-08-11 13F FineMark National Bank & Trust 15,110 9.96 747 20.29
2025-07-31 13F Jackson Hole Capital Partners, LLC 117,023 2.32 5,788 11.80
2025-07-28 13F Aries Wealth Management 39,148 0.17 1,936 9.50
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 90,908 6.55 4,496 16.45
2025-08-07 13F Midwest Trust Co 327,270 16,187
2025-08-14 13F Integrated Investment Consultants, LLC 17,532 0.89 867 10.31
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 323,109 2.55 15,981 11.98
2025-07-31 13F CVA Family Office, LLC 6,223 0.02 308 9.25
2025-08-14 13F Financial Advisors Network, Inc. 542,921 5.65 26,853 15.45
2025-07-17 13F LifeGuide Financial Advisors, LLC 34,623 8.64 1,712 18.72
2025-08-12 13F Fortis Capital Management LLC 27,785 374.55 1,374 420.45
2025-08-28 NP Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A 23,351 57.27 1,155 71.73
2025-08-14 13F Aprio Wealth Management, LLC 4,679 0.21 231 9.48
2025-08-13 13F BlackDiamond Wealth Management Inc. 52,645 0.14 2,614 7.53
2025-08-06 13F Wedbush Securities Inc 110,100 16.24 5 25.00
2025-07-23 13F Arcataur Capital Management LLC 248,501 1.84 12,291 11.29
2025-07-15 13F Garrett Investment Advisors LLC 106,042 0.95 5,245 10.31
2025-08-14 13F Staley Capital Advisers Inc 608,220 0.61 30,083 9.94
2025-07-25 13F Hazlett, Burt & Watson, Inc. 2,763 0.18 0
2025-07-28 13F Cypress Wealth Services, LLC 32,286 22.94 1,597 34.34
2025-08-14 13F Sunbelt Securities, Inc. 4,178 1.80 184 -1.08
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 58,989 177.82 2,918 203.54
2025-07-29 13F Empirical Asset Management, LLC 6,773 20.49 335 31.89
2025-08-13 13F Financial Freedom, LLC 25,629 306.42 1,268 344.56
2025-07-24 13F Galvin, Gaustad & Stein, LLC 218,839 1.12 10,824 10.51
2025-07-14 13F Friday Financial 22,539 2.86 1,115 11.96
2025-05-12 13F Sandy Spring Bank 199,516 1.20 9,030 4.01
2025-08-15 13F Tower Research Capital LLC (TRC) 1,227 61
2025-08-15 13F Great West Life Assurance Co /can/ 24,177 11.99 1
2025-07-21 13F Warner Financial, Inc 91,635 1.33 5 0.00
2025-08-05 13F American Institute for Advanced Investment Management, LLP 5,408 5.25 267 15.09
2025-07-22 13F Clarius Group, LLC 32,725 2.71 1,619 12.21
2025-08-14 13F RMB Capital Management, LLC 5,628 278
2025-07-11 13F Caldwell Securities, Inc 3,801 1.66 188 11.24
2025-07-22 13F Red Door Wealth Management, LLC 23,187 1.13 1,147 10.51
2025-08-07 13F S&co Inc 111,972 0.54 6 0.00
2025-07-17 13F LexAurum Advisors, LLC 11,045 0.11 546 9.42
2025-07-22 13F Wells Trecaso Financial Group, LLC 61,403 8.00 3,037 17.99
2025-08-05 13F Gibraltar Capital Management, Inc. 5,595 2.12 277 11.74
2025-08-15 13F Captrust Financial Advisors 1,259,850 3.53 62,312 13.14
2025-07-16 13F Highline Wealth Partners Llc 449 483.12 22 633.33
2025-08-01 13F Envestnet Asset Management Inc 44,048,578 0.55 2,178,569 9.88
2025-08-04 13F BLB&B Advisors, LLC 2,490,439 0.34 123,177 9.66
2025-07-21 13F Andina Capital Management, LLC 102,872 24.07 5,088 35.61
2025-04-28 13F Pinnacle Financial Partners Inc 594,759 4.12 26,627 2.07
2025-07-17 13F XY Planning Network, Inc. 101,344 14.73 5,012 25.39
2025-08-07 13F Prime Buchholz LLC 264,129 0.01 13,064 9.29
2025-07-31 13F Whipplewood Advisors, LLC 37,632 18.71 1,861 8.13
2025-08-11 13F Brass Tax Wealth Management, Inc 5,748 284
2025-08-14 13F Aspen Grove Capital, LLC 69,675 32.62 3,446 44.91
2025-07-09 13F First Bank & Trust 454,945 0.06 22,502 9.34
2025-08-25 13F Silverlake Wealth Management Llc 12,604 623
2025-07-14 13F Ai Financial Services Llc 44,052 0.98 2,179 10.33
2025-07-10 13F Fulton Bank, N.a. 12,765 1.73 631 11.29
2025-07-23 13F TPG Financial Advisors, LLC 71,247 11.63 3,524 21.99
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 21,717 13.02 1,074 9.37
2025-08-19 13F Advisory Services Network, LLC 213,853 95.58 10,650 115.22
2025-08-08 13F Security Financial Services, INC. 76,286 0.09 3,773 9.39
2025-07-22 13F Macroview Investment Management Llc 4,982 246
2025-08-08 13F Compass Financial Services Inc 919 45
2025-08-13 13F Level Four Advisory Services, Llc 7,121 2.59 352 12.10
2025-08-14 13F East Coast Asset Management, LLC. 4,337 215
2025-08-14 13F Main Street Financial Solutions, LLC 119,821 6.67 5,926 16.58
2025-08-11 13F Platform Technology Partners 11,594 2.16 573 11.70
2025-07-18 13F Gold Investment Management Ltd. 19,375 1.25 962 11.21
2025-08-11 13F Brown Wealth Management, Llc 13,024 14.00 644 24.56
2025-08-14 13F Financial Advisory Service, Inc. 6,263 0.21 310 9.57
2025-07-11 13F Busey Wealth Management 20,710 3.20 1,024 12.78
2025-07-23 13F West Paces Advisors Inc. 3,832 93.93 190 112.36
2025-07-16 13F Kennicott Capital Management Llc 4,347 215
2025-07-01 13F Private Client Services, Llc 109,602 32.81 5,421 45.11
2025-08-12 13F Blueprint Financial Advisors LLC 53,492 2,646
2025-07-16 13F Legend Financial Advisors, Inc. 8 0
2025-08-14 13F Gotham Asset Management, LLC 65,377 5.63 3,234 15.42
2025-07-18 13F Northeast Financial Group, Inc. 236,825 20.68 11,713 31.87
2025-08-08 13F Avalon Trust Co 1,296 64
2025-08-19 13F Cape Investment Advisory, Inc. 7,372 1.58 365 10.98
2025-07-15 13F MCF Advisors LLC 101,166 19.94 5,004 31.07
2025-07-09 13F Bulwark Capital Corp 600 30
2025-07-21 13F Family CFO Inc 71,994 0.29 3,561 9.61
2025-08-06 13F Atlantic Union Bankshares Corp 204,717 4,195.36 10,125 4,609.30
2025-08-12 13F Founders Financial Alliance, LLC 11,050 0.02 547 9.20
2025-08-13 13F Fpc Investment Advisory, Inc. 4,256 215
2025-05-13 13F Shorepoint Capital Partners LLC 7,595 0.26 344 3.00
2025-08-14 13F Kitching Partners, Llc 85,777 8.30 4,243 18.36
2025-07-08 13F Dover Advisors, Llc 8,732 2.61 432 11.95
2025-08-11 13F Wescott Financial Advisory Group, LLC 12,495 19.44 618 30.44
2025-07-22 13F Miracle Mile Advisors, LLC 25,873 460.26 1,280 511.96
2025-09-04 13F/A Advisor Group Holdings, Inc. 2,383,174 12.27 117,914 22.67
2025-07-29 13F Balboa Wealth Partners 44,509 18.32 2,201 29.32
2025-09-03 13F American Trust 211,265 10,449
2025-08-26 NP ISNKX - Voya Solution 2040 Portfolio Class ADV 16,937 0.54 838 9.84
2025-07-09 13F Goelzer Investment Management, Inc. 15,073 1.76 746 11.19
2025-07-10 13F Sharkey, Howes & Javer 72,862 23.87 3,604 35.35
2025-07-25 13F Concurrent Investment Advisors, LLC 443,983 15.26 21,959 25.96
2025-08-11 13F Sofi Wealth, Llc 1,161,374 3.63 57,442 13.25
2025-08-14 13F Manufacturers Life Insurance Company, The 3,687,220 4.98 182,370 14.72
2025-08-12 13F Jefferies Financial Group Inc. 157,600 7,795
2025-08-11 13F Blue Bell Private Wealth Management, Llc 5,854 69.48 290 85.26
2025-07-31 13F Fedenia Advisers LLC 66,886 9.25 3,308 19.38
2025-08-04 13F AlphaStar Capital Management, LLC 65,453 3,237
2025-07-22 13F Brown Miller Wealth Management, LLC 49,782 2.92 2,462 12.47
2025-07-30 13F Brookstone Capital Management 362,732 15.87 17,941 26.62
2025-08-12 13F NFP Retirement, Inc. 230,045 48.81 11,378 62.64
2025-07-14 13F Oliver Luxxe Assets LLC 109,487 42.87 5,415 56.14
2025-07-17 13F SC&H Financial Advisors, Inc. 5,338 0.36 264 10.00
2025-07-24 13F Leo Wealth, LLC 41,198 68.76 2,038 84.51
2025-08-12 13F Waterloo Capital, L.P. 169,087 5.33 8,363 15.11
2025-07-30 13F Eqis Capital Management, Inc. 28,824 13.79 1,426 24.35
2025-07-14 13F Foster Group, Inc. 244,725 13.23 12,104 23.74
2025-07-16 13F Novem Group 25,121 6.02 1,242 15.86
2025-07-25 13F Libra Wealth Llc 7,333 14.27 363 24.83
2025-08-08 13F SBI Securities Co., Ltd. 260,189 4.67 12,869 14.37
2025-08-04 13F Pinnacle Associates Ltd 147,365 2.55 7,289 12.05
2025-07-15 13F Maseco Llp 36,111 1,786
2025-07-18 13F Bartlett & Co. Wealth Management Llc 159,256 0.02 7,877 9.30
2025-08-06 13F Decker Retirement Planning Inc. 190 9
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 181,432 2.95 8,974 12.50
2025-08-06 13F Summit Wealth Group, LLC 113,003 4.00 6 25.00
2025-08-14 13F Ausdal Financial Partners, Inc. 25,375 5.42 1,255 15.15
2025-07-28 13F DORVAL Corp 241,765 7.16 11,958 18.49
2025-07-25 13F Apollon Financial, LLC 4,370 216
2025-08-07 13F LOM Asset Management Ltd 2,400 0
2025-07-15 13F James J. Burns & Company, LLC 111,608 3.81 5,520 13.46
2025-08-14 13F Fortress Financial Group, Llc 4,319 214
2025-07-10 13F American Financial Advisors, LLC 63,487 5.75 3,140 15.57
2025-08-06 13F Atlas Legacy Advisors, LLC 38,220 28.83 1,890 40.83
2025-08-11 13F Tamar Securities, LLC 157,681 2.56 7,799 12.07
2025-07-15 13F Fortitude Family Office, LLC 80,803 54.97 3,997 69.39
2025-07-17 13F Kelly Financial Services LLC 4,676 1.81 231 11.59
2025-08-14 13F Arete Wealth Advisors, LLC 120,283 3.24 6 0.00
2025-08-05 13F Holistic Financial Partners 35,313 0.46 1,747 9.81
2025-07-11 13F Myecfo, Llc 115,027 3.82 5,689 13.46
2025-07-24 13F Shayne & Co., Llc 4,112 203
2025-08-08 13F Advisors Capital Management, LLC 5,513 19.12 273 30.14
2025-07-14 13F Hoey Investments, Inc 1,839 91
2025-07-29 13F Foster & Motley Inc 37,480 26.44 2 0.00
2025-07-14 13F Sound Stewardship, LLC 43,021 12.78 2,128 23.23
2025-07-31 13F Opus Capital Group, LLC 96,774 3.72 5 0.00
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 21,533 53.11 1,065 67.45
2025-07-29 13F Mountain Capital Investment Advisors, Inc 172,248 2.60 8,554 13.16
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 29,200 1,444
2025-07-31 13F Asset Management One Co., Ltd. 141,200 0.25 6,984 9.55
2025-07-18 13F Provident Wealth Management, LLC 213 11
2025-07-28 13F Mutual Advisors, LLC 524,429 2.52 26,662 16.16
2025-08-26 NP EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K 53,060 118.71 2,624 138.98
2025-07-09 13F Brand Asset Management Group, Inc. 37,419 6.63 1,851 16.50
2025-07-22 13F Merit Financial Group, LLC 205,603 50.02 10,169 63.96
2025-08-13 13F Wrenne Financial Planning LLC 219,664 12.06 10,865 22.45
2025-06-26 NP ARP - PMV Adaptive Risk Parity ETF 45,838 585.79 2,074 600.68
2025-08-04 13F WNY Asset Management, LLC 4,213 208
2025-07-17 13F Astoria Strategic Wealth, Inc. 68,442 32.30 3,385 44.60
2025-08-12 13F Cadence Wealth Management LLC 62,928 17.37 3,112 28.28
2025-08-13 13F Crescent Grove Advisors, LLC 37,688 3.83 1,864 13.52
2025-08-07 13F Commerce Bank 1,012,014 0.31 50,054 9.62
2025-08-07 13F LFA - Lugano Financial Advisors SA 5,621 278
2025-08-14 13F UBS Group AG 18,562,113 6.44 918,082 16.32
2025-07-22 13F Steele Capital Management, Inc. 1,891,839 1.20 93,570 10.60
2025-07-22 13F My Personal CFO, LLC 23,018 31.56 1,138 43.87
2025-08-14 13F UBS Group AG Call 89,500 4,427
2025-08-27 13F Tribridge Partners Financial LLC 132,021 7
2025-07-22 13F Rochester Wealth Strategies, LLC 290,382 11.60 14,362 21.96
2025-07-18 13F Nabity-Jensen Investment Management Inc 34,118 1.41 1,687 10.84
2025-07-21 13F Qrg Capital Management, Inc. 14,483 34.65 716 47.33
2025-07-30 13F Connors Investor Services Inc 187,177 3.41 9,258 13.00
2025-08-12 13F Richmond Investment Services, LLC 101,095 85.73 5,000 103.00
2025-07-17 13F Fifth Third Securities, Inc. 80,772 4.75 3,995 14.50
2025-08-13 13F Ally Invest Advisors Inc. 1,345,970 1.26 66,571 10.65
2025-07-10 13F Affiance Financial, LLC 203,828 10.66 10,081 20.93
2025-07-23 13F Nelson Capital Management, LLC 151,559 0.69 7,496 10.04
2025-07-25 13F Hassell Wealth Management, LLC 28,334 6.58 1,452 25.52
2025-07-21 13F Sovereign Investment Advisors, LLC 27,983 3.47 1,384 22.59
2025-07-16 13F Cabana Llc 7,236 358
2025-07-30 13F Blume Capital Management, Inc. 150 7
2025-07-23 13F Columbus Macro, LLC 90,623 0.95 4,482 10.31
2025-07-28 13F Baker Boyer National Bank 11,030 1.86 546 11.22
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