VUG - Vanguard Index Funds - Vanguard Growth ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (ARCA)

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

Statistiche di base
Proprietari istituzionali 2547 total, 2541 long only, 2 short only, 4 long/short - change of 2,16% MRQ
Allocazione media del portafoglio 1.5521 % - change of 3,18% MRQ
Azioni istituzionali (Long) 270.178.891 (ex 13D/G) - change of 13,98MM shares 5,46% MRQ
Valore istituzionale (Long) $ 110.676.976 USD ($1000)
Proprietà istituzionale e azionisti

Vanguard Index Funds - Vanguard Growth ETF (US:VUG) ha 2547 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 270,178,891 azioni. I maggiori azionisti includono Bank Of America Corp /de/, Jones Financial Companies Lllp, Morgan Stanley, Laurel Wealth Advisors LLC, Envestnet Asset Management Inc, Financial Engines Advisors L.L.C., UBS Group AG, LPL Financial LLC, Wells Fargo & Company/mn, and Ameriprise Financial Inc .

(Vanguard Index Funds - Vanguard Growth ETF (ARCA:VUG) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

The share price as of September 5, 2025 is 462,60 / share. Previously, on September 6, 2024, the share price was 356,23 / share. This represents an increase of 29,86% over that period.

VUG / Vanguard Index Funds - Vanguard Growth ETF Institutional Ownership
Indice del sentiment dei fondi

L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.

Frequenza di aggiornamento: giornaliera

Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.

Rapporto put/call istituzionale

Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.

L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.

VUG / Vanguard Index Funds - Vanguard Growth ETF Historical Put/Call Ratio
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-07-23 13F Clear Creek Financial Management, LLC 7.098 0,70 3.112 19,01
2025-07-09 13F David J Yvars Group 547 0,00 240 18,32
2025-08-14 13F Frisch Financial Group, Inc. 548 0,00 0
2025-07-25 13F NorthRock Partners, LLC 10.571 1,46 4.635 19,99
2025-08-13 13F Vantagepoint Investment Advisers Llc 8.500 0,00 3.726 18,25
2025-08-01 13F Liberty Wealth Management Llc 5.155 -92,54 2.259 23,86
2025-08-12 13F Atlas Capital Advisors Llc 392 0,00 172 17,93
2025-07-23 13F Indiana Trust & Investment Management CO 2.554 0,31 1.120 18,54
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
2025-05-09 13F Youngs Advisory Group, Inc. 0 -100,00 0
2025-07-17 13F Walker Asset Management, LLC 1.359 12,87 596 33,41
2025-08-13 13F Colonial Trust Advisors 1.608 -10,32 705 6,02
2025-07-15 13F Five Pine Wealth Management 35.322 1,35 15.494 19,89
2025-07-23 13F Financial Life Advisors 26.006 -0,66 11.401 17,45
2025-08-01 13F Clark Asset Management, LLC 185.017 10,32 81.112 30,42
2025-08-05 13F Pointe Capital Management LLC 1.295 0,00 568 18,13
2025-08-14 13F German American Bancorp, Inc. 1.838 0,00 806 18,21
2025-04-17 13F Life Planning Partners, Inc 0 -100,00 0 -100,00
2025-07-03 13F Fiduciary Financial Group, Llc 2.998 0,00 1.301 22,76
2025-07-28 13F Hamilton Point Investment Advisors, LLC 688 0,00 302 18,04
2025-04-23 13F Sabal Trust CO 4.928 -1,68 1.827 -11,18
2025-07-31 13F Richards, Merrill & Peterson, Inc. 121 0,00 53 20,45
2025-08-05 13F AAFCPAs Wealth Management, LLC 2.164 0,23 949 18,50
2025-08-05 13F Marshall Financial Group Inc /adv 32.680 -3,12 14.327 14,53
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
2025-04-23 13F Ledyard National Bank 0 -100,00 0
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 100 0,00 44 16,22
2025-07-29 13F Orin Green Financial, LLC 4.617 -0,41 2.024 27,54
2025-08-12 13F Tarbox Family Office, Inc. 912 400
2025-05-12 13F Northwest Quadrant Wealth Management, LLC 0 -100,00 0
2025-07-25 13F Fifth Third Wealth Advisors LLC 14.873 22,83 6.520 45,21
2025-07-30 13F Patten Group, Inc. 710 0,00 311 18,25
2025-07-25 13F Presilium Private Wealth, Llc 145.810 -1,75 63.923 16,16
2025-08-14 13F Valley Financial Group, Inc. 549 -9,85 241 6,67
2025-07-08 13F Beacon Wealthcare LLC 1.565 0,00 686 18,28
2025-08-07 13F Davis R M Inc 6.349 -2,46 2.783 15,33
2025-08-14 13F Avant Capital LLC 4.480 -1,69 1.964 16,28
2025-07-10 13F Bath Savings Trust Co 24.456 -3,50 10.722 14,08
2025-07-14 13F Farmers Trust Co 2.847 -1,25 1.248 16,74
2025-08-04 13F Arkadios Wealth Advisors 18.281 -1,50 8.014 16,45
2025-07-29 13F Arista Wealth Management, LLC 49.193 21.566
2025-08-06 13F Mascagni Wealth Management, Inc. 2.296 -5,05 1.007 12,28
2025-08-13 13F Congress Wealth Management LLC / DE / 132.273 10,38 57.989 28,14
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100,00 0
2025-08-04 13F Linscomb & Williams, Inc. 3.189 21,44 1.398 43,68
2025-07-29 NP HFND - Unlimited HFND Multi-Strategy Return Tracker ETF 3.721 -40,62 1.537 -39,54
2025-08-08 13F Financial Life Planners 948 -11,07 415 5,06
2025-08-12 13F Sfmg, Llc 1.713 3,63 751 22,71
2025-07-28 13F Sagace Wealth Management LLC 7.181 10,53 3.148 30,68
2025-08-14 13F Wellington Management Group Llp 16.350 -71,11 7.168 -65,85
2025-07-29 13F Portland Financial Advisors Inc 1.134 0,00 497 18,33
2025-08-05 13F X-Square Capital, LLC 2.262 3,67 1
2025-08-12 13F Athena Investment Management 3.491 18,06 1.530 39,60
2025-07-17 13F Janney Capital Management LLC 569 0,00 0
2025-08-05 13F Sulzberger Capital Advisors, Inc. 808 -5,39 354 12,03
2025-08-15 13F/A Florida Financial Advisors, Llc 2.535 1,12 1.111 19,72
2025-08-06 13F Summit Investment Advisors, Inc. 528 0,19 235 15,84
2025-07-24 13F M. Kraus & Co 532 233
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 1.180 -4,92 517 12,39
2025-08-07 13F BOK Financial Private Wealth, Inc. 400.378 0,30 175.727 18,72
2025-07-24 13F JNBA Financial Advisors 91.250 0,36 40.004 18,65
2025-07-15 13F Patriot Investment Management Inc. 3.086 0,00 1.353 18,27
2025-08-27 13F Barnes Wealth Management Group, Inc 5.030 -4,39 2.205 13,08
2025-07-09 13F Capital Wealth Management, Llc 66.021 0,88 28.944 19,26
2025-08-05 13F Landmark Wealth Management, Inc. 1.218 -8,70 534 8,10
2025-08-13 13F Knuff & Co LLC 0 -100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 165.498 4,41 72.554 23,44
2025-07-16 13F ORG Partners LLC 6.801 -2,07 2.959 13,81
2025-08-04 13F HBK Sorce Advisory LLC 11.817 -5,89 5.181 11,25
2025-08-04 13F Center for Financial Planning, Inc. 8.850 0,00 3.880 18,23
2025-08-14 13F Evergreen Capital Management Llc 57.868 -24,94 25.398 -11,17
2025-07-29 13F MPS Loria Financial Planners, LLC 686 0,00 301 18,11
2025-07-18 13F Institute for Wealth Management, LLC. 9.193 -6,79 4.030 10,20
2025-08-14 13F Fort Point Capital Partners LLC 1.094 79,64 480 113,33
2025-05-02 13F Capital A Wealth Management, LLC 2 -95,24 1 -100,00
2025-08-06 13F Washington Trust Bank 576 0,00 253 18,31
2025-08-04 13F Integrity Alliance, Llc. 16.946 -49,48 7.429 -40,27
2025-07-22 13F Marks Group Wealth Management, Inc 4.969 -3,85 2.178 13,67
2025-08-04 13F REDW Wealth LLC 6.045 2,39 2.650 21,06
2025-07-31 13F Nilsine Partners, LLC 648 284
2025-07-16 13F Congress Asset Management Co /ma 4.390 77,66 1.925 110,04
2025-07-15 13F Td Private Client Wealth Llc 72.532 -3,63 31.798 13,93
2025-08-05 13F Scarborough Advisors, LLC 0 -100,00 0
2025-08-12 13F Bokf, Na 147.397 15,15 64.619 36,13
2025-04-22 13F Veridan Wealth LLC 10.486 4,46 3.888 -6,47
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
2025-08-12 13F Planning Alternatives Ltd /adv 37.741 -4,81 16.546 12,54
2025-07-28 13F Essex LLC 1.324 0,00 581 18,13
2025-07-11 13F Westfuller Advisors, LLC 1.193 0,00 524 18,33
2025-07-10 13F Websterrogers Financial Advisors, Llc 67.226 1,56 29.472 20,07
2025-08-06 13F Round Rock Advisors, LLC 589 -29,55 258 -16,77
2025-08-05 13F GHP Investment Advisors, Inc. 7.214 0,29 3.163 18,56
2025-07-31 13F Carnegie Capital Asset Management, LLC 13.256 -3,74 5.811 25,78
2025-08-13 13F Green Harvest Asset Management LLC 7.243 3,40 3.175 22,26
2025-08-13 13F Kilter Group LLC 75 33
2025-08-01 13F Strategic Financial Services, Inc, 2.334 -7,27 1.023 9,65
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 182.351 -40,29 79.943 -29,41
2025-07-15 13F Marquette Asset Management, LLC 4.434 -2,64 1.944 15,11
2025-08-12 13F Resolute Wealth Strategies, LLC 796 0,00 349 18,31
2025-07-24 13F Lmcg Investments, Llc 733 2,81 321 21,59
2025-07-17 13F Montis Financial, LLC 1.815 0,00 796 18,13
2025-08-04 13F Spinnaker Trust 1.652 0,79 724 19,28
2025-08-08 13F Carl P. Sherr & Co., LLC 6.023 -0,90 2.640 17,18
2025-08-08 13F Stephenson & Company, Inc. 585 0,00 256 18,52
2025-08-11 13F Summit Wealth Partners, LLC 10.592 39,70 4.644 65,17
2025-08-07 13F Northwest Bancshares, Inc. 3.413 -2,32 1.496 15,52
2025-07-30 13F Canvas Wealth Advisors, LLC 8.126 -1,12 3.705 28,21
2025-08-14 13F Paragon Private Wealth Management, LLC 5.244 -4,84 2.299 12,53
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
2025-08-15 13F Keel Point, LLC 8.232 -0,10 3.609 18,13
2025-07-21 13F AEGON USA Investment Management, LLC 1.152 0,00 505 18,27
2025-07-02 13F Dentgroup LLC 19.141 -1,59 8.392 16,35
2025-07-10 13F Triangle Securities Wealth Management 5.555 -3,22 2.435 14,43
2025-07-15 13F Optima Capital Llc 3.847 -0,23 1.688 18,05
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
2025-07-17 13F Charles Schwab Trust Co 621 0,00 272 18,26
2025-08-19 13F Hohimer Wealth Management, Llc 34.695 0,64 15.210 18,99
2025-08-11 13F Battery Global Advisors, LLC 12.241 0,00 5.372 18,35
2025-07-23 13F WESPAC Advisors, LLC 3.379 -4,25 1.481 13,23
2025-08-08 13F Gts Securities Llc 0 -100,00 0
2025-07-22 13F Net Worth Advisory Group 6.322 210,51 2.772 267,02
2025-07-23 13F Integris Wealth Management, LLC 655 -33,84 287 -21,80
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
2025-07-15 13F Kraft Asset Management, Llc 500 219
2025-07-22 13F Valley National Advisers Inc 2.702 -0,11 1 0,00
2025-08-14 13F Select Asset Management & Trust 690 0,00 0
2025-07-09 13F Veracity Capital LLC 675 -1,75 296 16,14
2025-07-23 13F Capstone Wealth Management Group, Llc 988 0,00 433 18,31
2025-08-08 13F Capstone Financial Advisors, Inc. 535 235
2025-07-15 13F Jeppson Wealth Management, Llc 3.112 0,00 1.364 18,20
2025-07-30 13F Strategic Blueprint, LLC 92.481 -20,87 40.544 -6,45
2025-07-25 13F Pathway Financial Advisors LLC 173.696 27,22 76.148 50,40
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
2025-07-07 13F Retirement Wealth Solutions LLC 158 0,00 69 18,97
2025-07-25 13F Concord Wealth Partners 150 44,23 66 71,05
2025-05-13 13F Lee Financial Co 0 -100,00 0
2025-07-09 13F Westshore Wealth, LLC 938 0,00 411 18,44
2025-07-29 13F Madison Wealth Partners, Inc 9.002 6,06 3.946 25,39
2025-08-08 13F RAM Investment Partners, LLC 1.445 -1,37 633 16,57
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
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
2025-08-14 13F Goldman Sachs Group Inc 1.185.089 -19,23 519.543 -4,51
2025-08-13 13F Summit Financial, LLC 237.854 3,44 104.395 22,43
2025-07-30 13F SkyOak Wealth, LLC 3.946 -3,02 1.730 14,66
2025-08-05 13F Fullcircle Wealth Llc 462 210
2025-08-13 13F Providence Capital Advisors, LLC 2.995 -26,49 1.313 -13,05
2025-08-15 13F Security National Bank Of Sioux City Iowa /ia/ 1.228 -0,41 538 17,72
2025-07-30 13F Onyx Bridge Wealth Group LLC 32.870 -50,67 14.410 -41,68
2025-08-14 13F Elevatus Welath Management 7.301 -37,80 3.201 -26,47
2025-07-30 13F Smith Thornton Advisors LLC 881 0,00 386 18,40
2025-07-17 13F Coastline Trust Co 7.590 -4,53 3.327 12,86
2025-07-23 13F Detalus Advisors, LLC 3.981 0,05 1.745 18,31
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
2025-07-21 13F Financial Council Asset Management Inc 532 -2,92 233 14,78
2025-07-10 13F Worth Asset Management, LLC 496 -96,45 217 -95,81
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
2025-07-22 13F Wealthcare Capital Partners, LLC 720 -16,38 316 -1,25
2025-07-31 13F Red Wave Investments LLC 6.662 -9,32 2.921 7,20
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
2025-07-17 13F Avondale Wealth Management 133 0,00 58 18,37
2025-07-18 13F Ewa, Llc 5.773 -3,35 2.531 14,27
2025-07-24 13F Costello Asset Management, INC 82 0,00 36 20,00
2025-04-22 13F Jmac Enterprises Llc 0 -100,00 0
2025-07-31 13F/A Interchange Capital Partners, LLC 2.435 -3,18 1.068 14,48
2025-07-09 13F Baron Financial Group, LLC 539 -7,23 236 9,77
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 2.666 0,00 989 -9,69
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
2025-07-08 13F Advance Capital Management, Inc. 7.470 -1,29 3.275 16,68
2025-08-12 13F Personal Cfo Solutions, Llc 0 -100,00 0
2025-08-13 13F Colonial Trust Co / SC 2.017 16,25 884 37,48
2025-08-05 13F EPG Wealth Management LLC 476 -0,63 209 17,51
2025-07-18 13F GEN Financial Management, INC. 927 -0,43 406 17,68
2025-08-11 13F Guidance Point Advisors, LLC 606 0,00 266 18,30
2025-08-04 13F Pensionmark Financial Group, Llc 13.637 14,24 5.979 35,07
2025-08-08 13F Ironwood Investment Counsel, LLC 696 0,00 305 18,22
2025-08-12 13F MAI Capital Management 103.358 -0,14 45.312 18,06
2025-07-28 13F Copia Wealth Management 1.045 15,47 458 36,72
2025-08-11 13F Foundation Wealth Management, LLC\PA 845 -1,74 370 16,35
2025-08-12 13F Heritage Trust Co 713 0,00 313 18,18
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
2025-08-07 13F Meeder Advisory Services, Inc. 6.123 -32,77 2.685 -20,52
2025-08-11 13F Portside Wealth Group, LLC 1.131 -14,32 496 1,23
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
2025-07-23 13F LifeSteps Financial, Inc. 4.358 -1,13 1.910 16,89
2025-08-14 13F LaSalle St. Investment Advisors, LLC 40.905 -0,21 18 13,33
2025-07-31 13F Moser Wealth Advisors, LLC 871 0,00 382 18,32
2025-08-13 13F Rsm Us Wealth Management Llc 1.024.392 0,04 449.607 19,99
2025-07-23 13F Center For Asset Management LLC 1.527 15,07 632 28,46
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 1.090 -5,87 478 11,42
2025-07-21 13F Stock Yards Bank & Trust Co 1.722 0,00 755 18,18
2025-05-12 13F Providence First Trust Co 0 -100,00 0
2025-07-17 13F DiNuzzo Private Wealth, Inc. 2.102 0,00 922 18,23
2025-08-06 13F Marco Investment Management Llc 5.163 -5,25 2.263 12,03
2025-07-17 13F HCR Wealth Advisors 213.320 2,74 93.520 21,47
2025-07-28 13F Frazier Financial Advisors, LLC 112 0,00 49 19,51
2025-07-16 13F Encompass Wealth Advisors, Llc 2.838 -0,11 1.244 18,14
2025-07-24 13F/A TFR Capital, LLC. 901 -0,11 395 17,96
2025-07-29 13F Spreng Capital Management, Inc. 51.878 1,25 22.743 19,70
2025-08-07 13F Midland Wealth Advisors Llc 952 33,90 417 58,56
2025-07-30 13F Bogart Wealth, LLC 2.084 -2,34 914 15,42
2025-08-07 13F CSM Advisors, LLC 201.387 -49,31 88 -40,14
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
2025-05-15 13F Wolverine Trading, Llc Put 0 -100,00 0
2025-07-18 13F Founders Capital Management 324 0,00 142 18,33
2025-08-15 13F Semmax Financial Advisors Inc. 22.751 -0,66 10.446 17,62
2025-08-12 13F Soundwatch Capital LLC 638 292
2025-07-16 13F Asset Allocation & Management Company, LLC 12.189 0,00 5 25,00
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
2025-08-12 13F Long Island Wealth Management, Inc. 1.946 -3,47 853 14,19
2025-08-13 13F Millstone Evans Group, LLC 629 2,61 276 21,15
2025-07-30 13F Evermay Wealth Management Llc 7.454 -0,07 3.271 18,26
2025-08-12 13F New Republic Capital, LLC 1.743 96,06 765 132,52
2025-05-15 13F Wolverine Trading, Llc 0 -100,00 0
2025-07-22 13F Appleton Partners Inc/ma 1.324 -0,82 1
2025-05-15 13F Wolverine Trading, Llc Call 0 -100,00 0
2025-08-14 13F Money Concepts Capital Corp 2.225 -8,96 975 7,62
2025-07-24 13F Moseley Investment Management Inc 6.376 10,91 2.795 31,16
2025-05-14 13F Retirement Capital Strategies 0 -100,00 0 -100,00
2025-07-29 13F May Barnhard Investments LLC 9.501 -6,33 4.165 10,74
2025-08-01 13F MorganRosel Wealth Management, LLC 535 0,00 235 18,18
2025-08-01 13F Planning Directions Inc 12.224 -20,56 5.359 -6,10
2025-07-11 13F Essex Savings Bank 758 0,00 332 18,15
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 9.078 0,18 4 33,33
2025-05-15 13F Concorde Asset Management, LLC 1.117 -1,59 411 -11,83
2025-07-17 13F Park Place Capital Corp 4.061 0,00 1.762 17,08
2025-07-10 13F Tompkins Financial Corp 180 0,00 79 18,18
2025-07-18 13F SMI Advisory Services, LLC 595 265
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
2025-07-07 13F Enterprise Bank & Trust Co 785 -4,85 344 12,79
2025-07-16 13F Falcon Wealth Planning 39.932 -1,32 17.506 16,67
2025-07-07 13F TruWealth Advisors, LLC 2.057 9,53 902 29,45
2025-08-01 13F Bessemer Group Inc 236.599 -3,42 104 14,44
2025-08-18 13F N.E.W. Advisory Services LLC 24.593 -18,97 10.781 -4,21
2025-08-28 13F/A Tolleson Wealth Management, Inc. 0 -100,00 0 -100,00
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
2025-07-11 13F Oak Asset Management, LLC 551 0,00 242 18,14
2025-07-09 13F GEM Asset Management, LLC 993 0,20 435 17,57
2025-04-14 13F Moulton Wealth Management, Inc 0 -100,00 0
2025-08-14 13F Sunbelt Securities, Inc. 4.537 -11,35 1.862 -1,85
2025-07-25 13F Endowment Wealth Management, Inc. 2.686 6,93 1.178 26,42
2025-08-04 13F Mesirow Financial Investment Management, Inc. 89.309 14,71 39.161 35,61
2025-07-09 13F Praetorian Wealth Management, Inc. 0 -100,00 0
2025-07-18 13F First Pacific Financial 98.566 0,99 43.211 19,39
2025-07-17 13F Stone Point Wealth LLC 8.238 27,86 3.612 51,15
2025-05-05 13F Lindbrook Capital, Llc 27.496 -3,63 10.196 -12,94
2025-07-23 13F Tyche Wealth Partners LLC 694 -37,42 304 -26,03
2025-08-06 13F Cannon Financial Strategists, Inc. 65.297 -0,27 28.626 17,91
2025-07-11 13F Adirondack Trust Co 6.305 2,94 2.764 21,71
2025-08-04 13F L.m. Kohn & Company 1.128 -22,79 494 -8,69
2025-08-11 13F Actinver Wealth Management, Inc. 537 235
2025-05-13 13F Taurus Asset Management, Llc 0 -100,00 0
2025-07-16 13F Rebalance, Llc 536 235
2025-08-05 13F Marion Wealth Management 2.756 1,55 1.208 20,08
2025-08-14 13F Safeguard Investment Advisory Group, LLC 759 -5,48 333 12,12
2025-08-08 13F Smithfield Trust Co 6.340 -15,27 3 0,00
2025-08-01 13F Facet Wealth, Inc. 26.504 -2,74 12.064 14,36
2025-05-15 13F Cyrus J. Lawrence, LLC 0 -100,00 0
2025-08-08 13F Parker Investment Management, LLC 598 0,00 262 18,55
2025-07-22 13F/A Duncan Williams Asset Management, LLC 100.169 3,42 43.914 22,27
2025-08-08 13F CFO4Life Group, LLC 1.579 0,00 692 18,29
2025-07-07 13F Insight Wealth Strategies, LLC 1.097 0,00 476 17,00
2025-08-05 13F Sensible Money, LLC 550 0,00 241 18,72
2025-08-14 13F Clark Capital Management Group, Inc. 3.187 -23,87 1.397 -9,99
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 74 32
2025-07-17 13F City Holding Co 165 0,00 72 18,03
2025-05-02 13F Burling Wealth Partners, Llc 0 -100,00 0
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 49.250 3,65 21.591 22,54
2025-07-15 13F Significant Wealth Partners LLC 887 389
2025-07-15 13F Alpha Omega Wealth Management LLC 2.696 -2,35 1.182 15,44
2025-07-21 13F Compass Planning Associates Inc 2.436 0,00 1.068 18,16
2025-07-18 13F United Bank 9.188 -12,29 4.028 3,71
2025-08-11 13F Pin Oak Investment Advisors Inc 309 0,00 0
2025-07-28 13F Compass Advisory Group LLC 4.135 29,14 1.815 52,82
2025-07-16 13F Kathmere Capital Management, LLC 32.040 7,91 14.046 27,59
2025-07-21 13F Yeomans Consulting Group, Inc. 601 -98,00 261 -97,67
2025-07-25 13F We Are One Seven, LLC 85.420 4,76 37.448 23,86
2025-08-07 13F Fagan Associates, Inc. 622 0,00 273 18,26
2025-07-03 13F Trust Co of the South 54.149 89,75 23.739 124,35
2025-07-15 13F Foster Victor Wealth Advisors, LLC 1.902 -43,89 842 -31,12
2025-08-05 13F Mathes Company, Inc. 21.220 0,00 9 28,57
2025-08-04 13F Creekmur Asset Management LLC 3.299 0,49 1.446 18,82
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 848 -1,51 372 16,30
2025-07-29 13F Accretive Wealth Partners, LLC 6.286 -0,24 2.756 13,98
2025-05-15 13F CAPROCK Group, Inc. 27.962 55,15 10.369 40,18
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 Systematic Alpha Investments, LLC 130.672 0,00 57.287 18,23
2025-08-14 13F Colony Group, LLC 554.038 2,61 242.896 21,31
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
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 4.691 -0,06 2.057 18,16
2025-07-08 13F Apella Capital, LLC 29.777 159,77 13.063 209,92
2025-07-24 13F Cascade Investment Group, Inc. 866 0,00 380 18,07
2025-08-13 13F Van Hulzen Asset Management, LLC 1.524 0,00 668 18,26
2025-07-10 13F Focus Financial Network, Inc. 11.363 0,97 4.987 19,51
2025-08-14 13F Evercore Wealth Management, LLC 10.450 -3,26 4.581 14,38
2025-08-04 13F Joseph P. Lucia & Associates, LLC 565 0,00 248 18,18
2025-07-14 13F Parkshore Wealth Management, Inc. 0 -100,00 0
2025-08-11 13F Hopwood Financial Services, Inc. 231 3,59 101 23,17
2025-07-15 13F Armis Advisers, LLC 68.139 32,38 29.890 56,60
2025-08-12 13F Intellus Advisors LLC 675 -1,75 296 16,14
2025-08-13 13F Plan Group Financial, LLC 4.070 138,43 1.784 181,83
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
2025-08-26 13F Nautilus Advisors LLC 3.140 -0,79 1.376 17,31
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 259.284 0,90 113.673 19,29
2025-08-12 13F Del-Sette Capital Management, LLC 3.124 -30,55 1.370 -17,88
2025-07-22 13F Foguth Wealth Management, LLC. 4.888 -0,61 2.143 17,55
2025-08-13 13F Portland Global Advisors LLC 725 0,00 318 18,28
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
2025-07-21 13F Verus Financial Partners, Inc. 1.102 -4,01 488 17,35
2025-07-31 13F Peterson Wealth Services 60.310 -2,37 26.440 15,42
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
2025-08-12 13F Cynosure Management, Llc 0 -100,00 0
2025-07-15 13F Tenon Financial LLC 5.029 100,20 2.035 118,58
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
2025-07-30 NP OCIO - ClearShares OCIO ETF 22.469 0,00 9.283 1,82
2025-05-16 13F Capital & Planning, Llc 0 -100,00 0
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
2025-07-24 13F Certus Wealth Management, LLC 23.720 -7,15 10.399 0,77
2025-08-14 13F Janus Henderson Group Plc 0 -100,00 0
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
2025-08-14 13F Wells Fargo & Company/mn Put 200 88
2025-07-11 13F Lantz Financial LLC 3.655 -6,64 1.602 10,41
2025-07-30 13F Phillips Financial Management, Llc 838 -34,27 367 -22,25
2025-08-04 13F Bordeaux Wealth Advisors LLC 5.110 0,00 2.240 18,27
2025-08-06 13F Agf Management Ltd 25.658 -3,28 11.248 14,34
2025-07-24 13F Rice Partnership, LLC 87 0,00 38 18,75
2025-08-08 13F Strategies Wealth Advisors, LLC 274.919 -2,86 120.525 14,84
2025-08-11 13F Dorsey & Whitney Trust CO LLC 6.277 -27,54 2.752 -14,35
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
2025-07-11 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
2025-05-15 13F Asset Allocation Strategies LLC 0 -100,00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 8.283 -60,19 3.631 -52,94
2025-07-18 13F Newman Dignan & Sheerar, Inc. 2.366 -40,18 1.037 -29,26
2025-07-24 13F Edge Financial Advisors LLC 8.941 -0,45 3.917 17,63
2025-07-11 13F Grove Bank & Trust 129 -93,43 57 -92,30
2025-07-15 13F Wealth Effects Llc 5.853 -2,40 2.566 15,38
2025-08-08 13F Opinicus Capital, Inc. 11.061 6,29 4.849 25,69
2025-08-13 13F Avestar Capital, LLC 1.533 -14,83 673 0,75
2025-08-13 13F Capital Group Private Client Services, Inc. 2.965 9,53 1.300 29,61
2025-08-12 13F Wisconsin Wealth Advisors, LLC 2.063 171,81 904 221,71
2025-05-08 13F Menard Financial Group LLC 0 -100,00 0
2025-07-30 13F Whittier Trust Co 5.217 -6,76 2.287 10,27
2025-08-15 13F Kestra Advisory Services, LLC 507.886 11,57 222.657 31,90
2025-08-05 13F Welch & Forbes Llc 811 -31,45 356 -18,95
2025-07-15 13F World Equity Group, Inc. 4.930 0,28 2.161 18,54
2025-07-14 13F UMA Financial Services, Inc. 258 0,00 113 18,95
2025-08-11 13F Outlook Wealth Advisors, LLC 8.287 0,80 3.633 19,16
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-07-11 13F Hilltop Wealth Advisors, Llc 2.176 -1,09 954 17,06
2025-07-22 13F Gutierrez Wealth Advisory, LLC 472 207
2025-07-23 13F Ellsworth Advisors, LLC 1.553 0,00 681 18,26
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
2025-07-21 13F Segment Wealth Management, LLC 25.926 0,00 11.366 18,23
2025-08-18 13F Goodman Advisory Group, LLC 21.030 -13,88 9.220 1,81
2025-08-13 13F First National Advisers, LLC 1.779 14,33 780 35,24
2025-07-11 13F Bell Bank 586.269 4,61 257.020 23,68
2025-07-25 13F Prostatis Group LLC 23.662 -32,60 10.373 -20,32
2025-07-28 13F Nestegg Advisors, Inc. 11.825 16,20 5.184 37,40
2025-07-23 13F Pillar Financial Advisors, LLC 1.798 0,00 788 18,32
2025-07-11 13F Compass Ion Advisors, LLC 5.824 -8,05 2.553 8,73
2025-08-15 13F Equitable Holdings, Inc. 849.857 1,23 372.577 19,68
2025-08-11 13F Johnson Financial Group, LLC 1.095 0,00 480 18,23
2025-08-13 13F Maia Wealth LLC 11.243 -1,17 4.929 19,50
2025-08-01 13F Milestone Asset Management Group, LLC 1.562 23,09 685 45,53
2025-04-10 13F IFS Advisors, LLC 0 -100,00 0
2025-07-30 13F MTC Wealth Management LLC 18.520 -3,19 8.119 14,46
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
2025-07-15 13F McCarthy & Cox 562 0,00 246 18,27
2025-08-14 13F Quartz Partners, LLC 1.420 -8,51 623 8,17
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 58.419 -12,13 25.611 3,88
2025-07-30 13F Legacy Wealth Asset Management, LLC 693 -1,28 304 16,54
2025-08-13 13F Dynamic Wealth Strategies, LLC 808 0,00 354 18,39
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
2025-08-01 13F PCA Investment Advisory Services Inc. 29.849 15,95 13.086 37,09
2025-07-10 13F Baker Tilly Financial, Llc 1.378 -34,54 604 -22,56
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
2025-08-12 13F Tradition Wealth Management, LLC 9.576 -14,00 4.198 1,70
2025-07-17 13F Hanson & Doremus Investment Management 4.901 0,00 2 100,00
2025-07-14 13F Harbor Group, Inc. 3.763 10,94 1.650 31,19
2025-07-15 13F Elevated Capital Advisors, LLC 26.775 0,00 9.929 0,00
2025-07-22 13F Safir Wealth Advisors, LLC 34.370 0,82 15.068 19,19
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100,00 0 -100,00
2025-08-14 13F Bank Of Hawaii 321.923 -1,77 141.131 16,14
2025-08-08 13F Sustainable Growth Advisers, LP 0 -100,00 0
2025-08-08 13F/A Prospect Financial Services LLC 8.281 -10,00 3.630 6,42
2025-08-06 13F Prospera Financial Services Inc 76.529 30,21 33.572 53,96
2025-07-22 13F Willner & Heller, Llc 1.993 -5,81 874 11,35
2025-07-09 13F Taylor Hoffman Capital Management LLC 4.384 -3,29 1.922 13,27
2025-05-05 13F OneAscent Wealth Management LLC 0 -100,00 0
2025-08-05 13F MidAtlantic Capital Management, Inc. 20.265 -0,90 8.884 17,16
2025-07-31 13F Hanlon Investment Management, Inc. 5.900 -3,80 2.587 13,72
2025-08-05 13F Prosperity Consulting Group, LLC 2.461 -4,35 1.079 13,12
2025-08-07 13F Vise Technologies, Inc. 11.603 67,89 5.087 79,34
2025-07-30 NP LEXI - Alexis Practical Tactical ETF 14.051 -11,82 5.805 -10,21
2025-07-23 13F Colony Family Offices, LLC 871 0,00 382 18,63
2025-08-13 13F Scotia Capital Inc. 1.989 4,79 872 23,90
2025-07-22 13F Yoder Wealth Management, Inc. 20.795 -0,30 9.105 17,82
2025-07-23 13F Godsey & Gibb Associates 295 0,00 129 18,35
2025-07-29 13F Disciplined Investments, LLC 17.045 -0,88 7.472 17,19
2025-08-12 13F Steward Partners Investment Advisory, Llc 222.838 1,34 97.692 19,81
2025-08-08 13F Union Savings Bank 316 0,00 144 22,22
2025-08-11 13F Western Wealth Management, LLC 14.031 -0,01 6.151 18,22
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
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 2.290 -86,03 1.004 -83,50
2025-08-05 13F Claro Advisors LLC 2.730 0,89 1.197 19,34
2025-08-06 13F Financial Alternatives, Inc 8.286 -0,40 3.633 17,77
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
2025-08-05 13F Atlas Wealth LLC 918 -20,93 398 -7,44
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
2025-08-14 13F Bishop & Co Investment Management, LLC 103.996 -3,09 45.592 14,58
2025-07-25 13F JustInvest LLC 3.743 -6,26 1.641 10,81
2025-08-11 13F Semus Wealth Partners LLC 1.857 -11,66 814 4,49
2025-08-12 13F Team Hewins, LLC 1.525 1,19 669 19,89
2025-08-06 13F HORAN Wealth, LLC 1.169 512
2025-08-11 13F Schiavi & Co LLC 902 0,00 395 18,26
2025-07-11 13F Meriwether Wealth & Planning, LLC 599 5,46 263 24,76
2025-08-14 13F Wetherby Asset Management Inc 8.245 -4,78 3.615 1,72
2025-08-13 13F Lynch Asset Management, Inc. 443 194
2025-08-13 13F Ark & Tlk Investments, Llc 1.140 -3,63 500 13,93
2025-07-15 13F Beacon Investment Advisory Services, Inc. 920 403
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
2025-08-05 13F Summit Investment Advisory Services, LLC 527 -91,22 231 -89,62
2025-08-08 13F Principal Financial Group Inc 0 -100,00 0
2025-07-10 13F Atticus Wealth Management, Llc 761 8,40 334 28,08
2025-08-13 13F Loomis Sayles & Co L P 6.382 -49,26 2.798 69.825,00
2025-08-07 13F Cascade Financial Partners, LLC 1.272 0,00 557 18,26
2025-08-15 13F/A Rakuten Securities, Inc. 303 -29,37 133 -16,98
2025-07-15 13F Buttonwood Financial Advisors Inc. 1.764 -1,62 773 16,42
2025-05-14 13F GDS Wealth Management 0 -100,00 0
2025-07-16 13F ORG Wealth Partners, LLC 142 -74,32 62 -70,39
2025-08-14 13F McIlrath & Eck, LLC 163.699 3,17 71.766 21,97
2025-08-04 13F Heritage Investors Management Corp 0 -100,00 0
2025-08-11 13F Y.D. More Investments Ltd 44 0,00 19 18,75
2025-07-11 13F Scott Capital Advisors, LLC 87.531 -0,90 38.732 18,26
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
2025-07-29 13F AssuredPartners Investment Advisors, LLC 0 -100,00 0
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
2025-08-11 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
2025-07-29 13F Quotient Wealth Partners, LLC 38.802 -2,01 17.011 15,85
2025-07-09 13F Lifestyle Asset Management, Inc. 0 -100,00 0
2025-08-04 13F Bristlecone Advisors, LLC 33.127 -1,50 14.523 16,45
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
2025-07-14 13F Mechanics Bank Trust Department 25.279 -27,33 11.082 -14,09
2025-07-16 13F Plancorp, LLC 8.846 7,41 3.878 26,99
2025-08-04 13F Assetmark, Inc 514.034 -1,58 225.352 16,36
2025-07-18 13F Marks Wealth, LLC 867 380
2025-07-23 13F Nbt Bank N A /ny 603 -7,66 264 9,09
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
2025-08-01 13F Bull Oak Capital, LLC 2.981 0,00 1.307 18,19
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
2025-07-25 13F Welch Group, LLC 1.221 -20,66 535 -6,14
2025-04-16 13F Tudor Financial Inc. 0 -100,00 0
2025-05-09 13F Blue Barn Wealth, LLC 0 -100,00 0
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 4.600 2.017
2025-07-25 13F Cascade Investment Advisors, Inc. 764 0,00 335 18,02
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
2025-05-02 13F Mountain Hill Investment Partners Corp. 0 -100,00 0
2025-07-08 13F Corepath Wealth Partners Llc 928 0,00 410 25,77
2025-07-24 13F Coordinated Financial Services, Inc. 1.208 -5,11 529 1,34
2025-07-14 13F Clayton Financial Group LLC 39.724 -41,11 17.415 -30,38
2025-08-13 13F Riverview Capital Advisers, LLC 19.976 1,40 8.757 19,88
2025-07-15 13F Cordant, Inc. 0 -100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 65.134 -7,74 28.554 9,07
2025-07-11 13F My Legacy Advisors, LLC 2.462 -14,10 1.089 2,54
2025-08-04 13F Family Wealth Group, LLC 13.483 5.911
2025-08-01 13F Capital Investment Counsel, LLC 2.438 1.069
2025-08-11 13F Cascade Wealth Advisors, Inc 11.851 -11,88 5.441 11,70
2025-08-12 13F Bedel Financial Consulting, Inc. 4.574 -0,09 2.005 14,18
2025-07-23 13F Bellevue Asset Management, Llc 165 0,00 72 18,03
2025-07-31 13F Glass Jacobson Investment Advisors llc 10.680 -16,25 4.682 -10,53
2025-07-11 13F Weatherly Asset Management L. P. 1.120 0,00 492 18,31
2025-07-30 13F Cookson Peirce & Co Inc 645 0,00 283 17,99
2025-04-09 13F Dakota Community Bank & Trust NA 165 61
2025-08-11 13F Synergy Investment Management, LLC 44.108 0,33 19.337 18,62
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 2.780 -0,93 1.219 17,12
2025-07-30 13F Financial Perspectives, Inc 1.746 74,25 765 106,20
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 815 -40,73 357 -29,86
2025-07-21 13F Single Point Partners, LLC 1.822 -3,14 1
2025-08-13 13F Cary Street Partners Financial Llc 229.222 3,78 91.293 23,15
2025-07-17 13F Michels Family Financial, LLC 2.925 0,00 1.282 18,27
2025-08-05 13F Milestone Asset Management, Llc 751 -53,41 329 -44,89
2025-08-08 13F Good Life Advisors, LLC 5.746 -2,35 2.519 15,45
2025-08-05 13F Chase Investment Counsel Corp 1.200 0,00 1
2025-07-03 13F McLean Asset Management Corp 2.146 0,00 938 32,67
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
2025-08-07 13F New England Private Wealth Advisors LLC 3.293 0,06 1.498 22,70
2025-05-15 13F Fft Wealth Management Llc 0 -100,00 0
2025-07-16 13F American National Bank 500 30,55 219 54,23
2025-07-30 13F Blume Capital Management, Inc. 0 -100,00 0
2025-07-15 13F Carr Financial Group Corp 873 0,00 383 18,27
2025-08-13 13F Baird Financial Group, Inc. 469.987 1,90 206.042 20,48
2025-07-07 13F First Community Trust Na 12 -60,00 5 -54,55
2025-08-08 13F Everett Harris & Co /ca/ 66.217 -1,15 29.029 16,86
2025-04-21 13F Bigelow Investment Advisors, LLC 0 -100,00 0
2025-08-01 13F Twin Lakes Capital Management, LLC 3.683 0,00 1.615 18,24
2025-07-22 13F Valpey Financial Services, LLC 18.052 7.914
2025-05-15 13F Millennium Management Llc 0 -100,00 0 -100,00
2025-07-16 13F Meridian Financial, LLC 1.599 1,20 701 19,83
2025-07-28 13F Evernest Financial Advisors, LLC 670 0,00 294 18,15
2025-07-16 13F EdgeRock Capital LLC 470 206
2025-08-12 13F Manchester Capital Management LLC 4.039 -91,09 1.771 -89,47
2025-07-29 13F Tradewinds Capital Management, LLC 184 7,60 81 26,98
2025-07-18 13F Benchmark Wealth Management, LLC 76.195 -5,07 33.404 12,23
2025-07-30 13F Crewe Advisors LLC 1.511 263,22 662 329,87
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
2025-07-15 13F Define Financial, Llc 937 0,00 411 21,66
2025-07-22 13F Sutton Place Investors Llc 9.785 0,22 4.290 18,48
2025-07-14 13F Armstrong Advisory Group, Inc 1.761 0,57 772 7,52
2025-08-12 13F Investments & Financial Planning, LLC 3.962 -0,33 1.737 17,84
2025-08-14 13F Beaird Harris Wealth Management, LLC 666 -8,52 292 8,18
2025-07-15 13F Verum Partners LLC 763 -28,49 335 -15,44
2025-08-12 13F Jpmorgan Chase & Co 1.731.734 -3,57 759.193 14,00
2025-07-30 13F TFB Advisors LLC 5.557 -3,81 2.436 13,73
2025-07-16 13F Spinnaker Investment Group, LLC 4.020 -8,26 1.762 8,43
2025-07-29 13F Salus Financial Advisors, LLC 1.200 0,00 526 18,47
2025-07-29 13F Easterly Investment Partners Llc 3.633 0,00 1.593 18,19
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 2.006 0,00 879 21,58
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
2025-07-29 13F Dale Q Rice Investment Management Ltd 0 -100,00 0
2025-07-23 13F Valmark Advisers, Inc. 10.406 0,51 4.562 18,81
2025-04-17 13F Vista Wealth Management Group, LLC 1.825 50,95 677 36,29
2025-08-04 13F Hantz Financial Services, Inc. 871 -3,22 0
2025-08-12 13F Gladstone Institutional Advisory LLC 29.025 -3,76 12.725 13,78
2025-07-16 13F Kendall Capital Management 23.048 5,66 10.104 24,93
2025-08-14 13F Foronjy Financial Llc 12.415 5.443
2025-08-14 13F Granite FO LLC 1.028 0,00 451 18,11
2025-07-09 13F Parkside Advisors LLC 486 213
2025-08-14 13F Warren Averett Asset Management, LLC 716.569 5,87 314.144 25,17
2025-08-05 13F Magnolia Capital Advisors Llc 29.166 235,09 12.786 296,22
2025-07-21 13F Rainey & Randall Investment Management Inc. 1.100 0,00 483 18,43
2025-08-14 13F Comerica Bank 137.652 -6,19 60.347 10,91
2025-07-08 13F Webster Bank, N. A. 1.995 70,37 875 101,38
2025-07-29 13F Harbor Asset Planning, Inc. 2.489 1.091
2025-07-30 13F Jackson Thornton Asset Management, Llc 700 -17,26 307 3,03
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
2025-08-12 13F Jacobi Capital Management LLC 2.743 -0,36 1.203 17,84
2025-05-02 13F BluePointe Capital Management, LLC 1.107 4,14 410 -5,96
2025-07-14 13F CJM Wealth Advisers, Ltd. 0 -100,00 0
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
2025-07-22 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 Burns J W & Co Inc/ny 756 0,00 331 18,21
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
2025-07-31 13F Hobart Private Capital, LLC 925 3,58 406 22,36
2025-07-21 13F Corundum Group, Inc. 547 0,00 240 18,32
2025-07-09 13F Lineweaver Wealth Advisors, LLC 0 -100,00 0
2025-07-23 13F Pure Portfolios Holdings Llc 606 -2,57 266 15,22
2025-04-21 13F True Link Financial Advisors, LLC 0 -100,00 0
2025-08-13 13F GeoWealth Management, LLC 1.340 -18,49 587 -3,61
2025-08-06 13F Quadrant Private Wealth Management, LLC 5.882 4,01 2.582 23,14
2025-08-07 13F Sound View Wealth Advisors Group, LLC 9.289 -1,71 4.072 16,21
2025-08-13 13F Willis Johnson & Associates, Inc. 14.807 -5,45 6.491 11,78
2025-07-18 13F jvl associates llc 1.394 28,01 611 51,61
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 92 0,00 40 17,65
2025-08-14 13F City National Bank Of Florida /msd 498 -13,39 218 2,35
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
2025-07-18 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
2025-07-10 13F HF Advisory Group, LLC 2.758 -3,94 1.209 13,63
2025-07-29 13F Gladwyn Financial Advisors, Inc. 2.783 1.220
2025-07-25 13F Wealth Architects, LLC 2.278 -29,80 999 -17,04
2025-07-07 13F Bangor Savings Bank 360 0,00 158 18,05
2025-07-31 13F Optimum Investment Advisors 46 0,00 20 17,65
2025-04-10 13F Teamwork Financial Advisors, LLC 0 -100,00 0
2025-07-17 13F Clean Yield Group 404 0,00 177 18,79
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
2025-08-14 13F Fwl Investment Management, Llc 1.200 0,00 526 18,47
2025-07-15 13F Kwmg, Llc 10.707 3,38 4.694 22,21
2025-05-13 13F Heck Capital Advisors, LLC 0 -100,00 0 -100,00
2025-07-08 13F Atwood & Palmer Inc 460 0,00 202 18,24
2025-08-14 13F Tudor Investment Corp Et Al 0 -100,00 0
2025-07-17 13F Sound Income Strategies, LLC 2.798 -5,54 1.227 11,66
2025-08-08 13F Financial Gravity Companies, Inc. 1.223 -7,42 536 -1,11
2025-07-29 13F Wealthstream Advisors, Inc. 4.990 0,00 2.188 18,22
2025-08-13 13F MONECO Advisors, LLC 48.030 -6,65 21.056 10,36
2025-07-11 13F Ullmann Financial Group, Inc. 1.833 0,00 804 18,26
2025-07-25 13F RHS Financial, LLC 1.879 -34,19 824 -22,21
2025-07-30 13F Sonata Capital Group Inc 567 -1,05 0
2025-08-08 13F Mjp Associates Inc /adv 7.405 -0,48 3.246 17,65
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
2025-07-16 13F Dakota Wealth Management 49.108 -5,08 21.529 12,22
2025-08-14 13F Camden Capital, LLC 5.329 -0,47 2.336 17,68
2025-08-07 13F 1st Source Bank 606 -1,30 266 16,74
2025-08-12 13F Franklin Resources Inc 104.680 18,89 45.892 40,55
2025-07-10 13F Ferguson Wellman Capital Management, Inc 4.019 -2,26 1.762 15,55
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
2025-07-17 13F CWA Asset Management Group, LLC 4.528 7,81 1.985 27,49
2025-08-08 13F Tanglewood Legacy Advisors, LLC 2.380 -2,06 1.043 15,76
2025-07-29 13F Chicago Partners Investment Group LLC 148.302 -0,41 66.795 16,61
2025-08-06 13F Hallmark Capital Management Inc 293 0,00 128 18,52
2025-08-11 13F Madison Asset Management, LLC 8.451 5,23 3.705 24,38
2025-07-30 13F Fingerlakes Wealth Management, Inc. 2.147 0,00 941 18,36
2025-08-04 13F One Day In July LLC 174.303 11,98 76.414 32,39
2025-08-13 13F Meridian Wealth Partners, LLC 710 -3,01 311 14,76
2025-08-13 13F Natixis Advisors, L.p. 694.588 20,17 305 42,06
2025-05-28 13F Silicon Valley Capital Partners 40.119 -0,23 14.861 -9,96
2025-07-14 13F Baring Financial LLC 3.413 -2,15 1.496 15,70
2025-08-08 13F Firestone Capital Management 1.600 0,00 701 18,21
2025-08-01 13F American Financial & Tax Strategies Inc 1.469 0,00 644 18,38
2025-08-01 13F Stuart Chaussee & Associates, Inc. 116 0,00 51 19,05
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
2025-07-31 13F Cornerstone Management, Inc. 355.735 -0,84 155.954 17,23
2025-07-28 13F Perfromance Wealth Partners, LLC 1.290.691 -0,15 565.839 18,05
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 226 0,00 99 19,28
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
2025-08-12 13F Aspiring Ventures, LLC 693 0,00 304 13,91
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 Independent Advisor Alliance 3.969 12,06 1.740 32,44
2025-07-30 13F Fusion Family Wealth LLC 3.849 -8,23 1.687 8,49
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 5.872 4,26 2.575 23,28
2025-07-10 13F Shira Ridge Wealth Management 1.673 -0,65 733 17,47
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
2025-07-09 13F Camelot Technology Advisors, Inc. 900 0,00 395 18,32
2025-08-11 13F Wealthspire Advisors, LLC 896.976 -2,46 393.234 15,32
2025-07-08 13F First International Bank & Trust 1.511 -21,14 662 -6,76
2025-05-16 13F Coordinated Financial Services, Inc./CO 919 -34,22 341 -34,87
2025-07-31 13F New Hampshire Trust 747 0,00 327 18,05
2025-07-18 13F Tanager Wealth Management LLP 1.380 0,00 605 18,20
2025-08-11 13F Lowe Brockenbrough & Co Inc 10 4
2025-07-24 13F Blue Zone Wealth Advisors, LLC 5.893 -0,51 2.583 17,62
2025-07-18 13F Parsons Capital Management Inc/ri 8.959 -10,70 3.928 5,56
2025-08-12 13F Latigo Investments, LLC 20.176 0,00 8.845 18,22
2025-07-28 13F Ritholtz Wealth Management 22.186 -3,77 9.726 13,78
2025-07-11 13F Thomasville National Bank 1.428 -40,94 626 -30,13
2025-08-11 13F United Capital Financial Advisers, Llc 531.327 0,19 232.934 18,45
2025-05-16 13F Laidlaw Wealth Management LLC 0 -100,00 0
2025-07-25 13F Stephens Consulting, LLC 6.020 -0,35 2.639 17,81
2025-07-31 13F Ingalls & Snyder Llc 3.894 -11,34 2 0,00
2025-08-12 13F Goepper Burkhardt LLC 1.789 -41,48 784 -30,80
2025-04-11 13F Ehrlich Financial Group 0 -100,00 0
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
2025-08-06 13F Adviser Investments LLC 2.176.216 -12,31 954.053 3,67
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 900 395
2025-08-13 13F River Wealth Advisors LLC 3.555 77,13 1.558 109,41
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 6.300 -65,38 2.762 -59,08
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
2025-08-12 13F Weitzel Financial Services, Inc. 968 -6,20 446 21,86
2025-07-17 13F Moss Adams Wealth Advisors LLC 814 0,00 357 18,60
2025-08-12 13F CIBC Private Wealth Group, LLC 39.594 -3,67 17.358 28,18
2025-08-05 13F Dravo Bay Llc 20.286 -0,70 8.893 17,40
2025-07-16 13F/A CX Institutional 14.312 -56,37 6 -50,00
2025-07-22 13F DBK Financial Counsel, LLC 626 0,00 275 18,10
2025-07-24 13F Financial Security Advisor, Inc. 1.301 54,88 571 83,60
2025-07-15 13F Bannerman Wealth Management Group, Llc 1.773 0,00 777 18,26
2025-07-17 13F Chicago Capital, LLC 7.052 0,00 3.092 18,20
2025-07-15 13F Cora Capital Advisors Llc 37.227 -1,52 16.320 16,43
2025-08-11 13F Sharpepoint Llc 0 -100,00 0
2025-07-18 13F QTR Family Wealth, LLC 584 0,00 256 18,06
2025-07-25 13F LRI Investments, LLC 3.319 0,00 1.455 18,29
2025-07-11 13F Harbour Capital Advisors, LLC 4.927 0,00 2.154 23,02
2025-08-15 13F Fidelity D & D Bancorp Inc 1.101 483
2025-08-05 13F Key FInancial Inc 4.542 -0,85 1.991 17,26
2025-07-10 13F Kozak & Associates, Inc. 218 0,46 96 23,08
2025-07-29 13F Stratos Wealth Advisors, LLC 58.896 -0,45 25.820 17,69
2025-08-04 13F Waterfront Wealth Inc. 2.482 2,94 1.088 21,70
2025-08-18 13F/A National Bank Of Canada /fi/ 1.779 -35,64 780 -24,00
2025-04-21 13F O'Dell Group, LLC 0 -100,00 0
2025-08-12 13F TCTC Holdings, LLC 42 0,00 19 20,00
2025-05-15 13F Wealth Management Strategies, Inc. 68.101 14,13 25.253 10.249,59
2025-08-01 13F Belvedere Trading LLC Call 9.900 -56,77 4.340 -48,89
2025-08-06 13F Yelin Lapidot Holdings Management Ltd. 3.835 0,00 1.681 18,21
2025-08-08 13F WP Advisors, LLC 1.393 0,00 611 18,22
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