VXUS - Vanguard STAR Funds - Vanguard Total International Stock ETF Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (NasdaqGM)

Vanguard STAR Funds - Vanguard Total International Stock ETF

Statistiche di base
Proprietari istituzionali 1425 total, 1423 long only, 0 short only, 2 long/short - change of 5,63% MRQ
Allocazione media del portafoglio 1.0107 % - change of 7,91% MRQ
Azioni istituzionali (Long) 350.290.674 (ex 13D/G) - change of 1,45MM shares 0,42% MRQ
Valore istituzionale (Long) $ 24.299.583 USD ($1000)
Proprietà istituzionale e azionisti

Vanguard STAR Funds - Vanguard Total International Stock ETF (US:VXUS) ha 1425 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 350,290,674 azioni. I maggiori azionisti includono Vanguard Group Inc, Bank Of America Corp /de/, Rakuten Investment Management, Inc., Envestnet Asset Management Inc, Morgan Stanley, Wealthspire Advisors, LLC, Cetera Investment Advisers, HB Wealth Management, LLC, Cambridge Investment Research Advisors, Inc., and Jpmorgan Chase & Co .

(Vanguard STAR Funds - Vanguard Total International Stock ETF (NasdaqGM:VXUS) 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 71,78 / share. Previously, on September 9, 2024, the share price was 61,75 / share. This represents an increase of 16,23% over that period.

VXUS / Vanguard STAR Funds - Vanguard Total International Stock 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.

VXUS / Vanguard STAR Funds - Vanguard Total International Stock 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.

Esegui l'upgrade per sbloccare i dati premium ed esportarli in Excel .

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-08-13 13F Congress Wealth Management LLC / DE / 836.166 1.100,11 57.771 1.224,39
2025-07-23 13F Kingswood Wealth Advisors, Llc 6.735 4,18 465 15,96
2025-08-14 13F Monograph Wealth Advisors, Llc 3.465 0,00 239 11,16
2025-08-13 13F Colonial Trust Co / SC 766 0,66 53 10,64
2025-07-29 13F Arista Wealth Management, LLC 81.592 -3,65 5.637 7,21
2025-07-22 13F Oak Hill Wealth Advisors, Llc 8.639 -7,65 597 2,76
2025-04-23 13F Sabal Trust CO 5.853 0,00 363 5,52
2025-08-07 13F Legacy Advisors, LLC 0 -100,00 0
2025-08-07 13F Davis R M Inc 21.222 0,00 1.466 11,31
2025-08-01 13F Clark Asset Management, LLC 19.988 22,32 1.381 36,09
2025-07-08 13F Granite Bay Wealth Management, LLC 4.900 -17,44 0
2025-07-25 13F NorthRock Partners, LLC 25.590 -4,59 1.768 6,13
2025-08-14 13F German American Bancorp, Inc. 8.058 -1,70 557 9,23
2025-08-14 13F Clarity Asset Management, Inc. 2.544 0,00 176 11,46
2025-03-21 13F Prostatis Group LLC 0 -100,00 0 -100,00
2025-08-14 13F Valley Financial Group, Inc. 23.780 4,79 1.643 16,54
2025-08-04 13F Linscomb & Williams, Inc. 79.137 -1,95 5.468 9,10
2025-07-21 13F Montz Harcus Wealth Management LLC 4.021 0,73 278 12,15
2025-08-07 13F Panoramic Investment Advisors, Llc 15.669 0,26 1.083 11,55
2025-07-30 13F Strategic Blueprint, LLC 58.542 1.371,27 4.045 1.537,25
2025-08-06 13F Walkner Condon Financial Advisors LLC 8.147 -11,27 563 -1,40
2025-07-28 13F Essex LLC 25.427 26,87 1.757 41,16
2025-07-10 13F Websterrogers Financial Advisors, Llc 5.230 0,00 361 11,42
2025-08-13 13F Keystone Financial Group 9.518 3,58 658 15,26
2025-07-15 13F Patriot Investment Management Inc. 40.309 51,10 2.785 68,12
2025-08-12 13F Bahl & Gaynor Inc 6.323 0,00 437 11,22
2025-08-04 13F Center for Financial Planning, Inc. 136.574 -1,42 9.436 9,67
2025-08-11 13F Pineridge Advisors LLC 0 -100,00 0
2025-08-15 13F/A Florida Financial Advisors, Llc 6.301 -32,59 435 -25,00
2025-07-10 13F Bath Savings Trust Co 45.068 -1,27 3.114 9,84
2025-07-22 13F Valley National Advisers Inc 2.114 -0,33 0
2025-08-12 13F Bokf, Na 59.850 2,82 4.135 14,42
2025-07-23 13F Gerber, Llc 8.884 9,62 614 21,87
2025-07-22 13F Siligmueller & Norvid Wealth Advisors LLC 37.524 14,63 2.590 27,46
2025-08-14 13F Ieq Capital, Llc 848.764 698,76 58.641 788,77
2025-08-06 13F Washington Trust Bank 60.390 -4,88 4.172 5,83
2025-07-11 13F Westfuller Advisors, LLC 25.152 0,73 1.738 12,06
2025-08-04 13F Integrity Alliance, Llc. 6.650 -1,39 459 9,81
2025-08-12 13F Wayfinding Financial, LLC 79.457 -3,69 5 0,00
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 8.050 0,00 1
2025-08-13 13F Renaissance Technologies Llc 0 -100,00 0
2025-07-28 13F Sagespring Wealth Partners, Llc 2.936 203
2025-07-30 13F Wallace Advisory Group, LLC 20.953 53,06 1.301 61,41
2025-08-12 13F Atlas Capital Advisors Llc 23.728 0,00 1.639 11,27
2025-07-24 13F JNBA Financial Advisors 555 0,00 38 11,76
2025-07-30 13F Canvas Wealth Advisors, LLC 38.297 7,26 2.664 19,95
2025-07-21 13F Trellis Wealth Advisors LLC 121.779 0,12 8.414 11,39
2025-08-15 13F Keel Point, LLC 3.248 -5,66 224 5,16
2025-08-14 13F Mml Investors Services, Llc 547.558 -2,77 38 8,82
2025-07-17 13F Montis Financial, LLC 3.171 -19,29 219 -10,25
2025-08-01 13F Strategic Financial Services, Inc, 26.500 0,00 1.831 11,25
2025-07-10 13F Exchange Traded Concepts, Llc 15.156 1.047
2025-07-22 13F Net Worth Advisory Group 8.676 599
2025-08-08 13F Carl P. Sherr & Co., LLC 10.500 0,00 725 11,20
2025-08-07 13F BOK Financial Private Wealth, Inc. 371.885 -64,95 25.694 -61,01
2025-05-15 13F Dark Forest Capital Management Lp 0 -100,00 0
2025-07-23 13F Integris Wealth Management, LLC 7.400 0,00 511 11,33
2025-08-15 13F Synergy Financial Group, LTD 4.234 -3,07 292 7,75
2025-07-14 13F Seed Wealth Management, Inc. 22.404 -2,40 1.548 8,56
2025-08-14 13F Ameriprise Financial Inc 4.021.245 25,68 277.844 39,84
2025-08-11 13F Covestor Ltd 45 0
2025-07-28 13F Rosenberg Matthew Hamilton 0 -100,00 0
2025-08-08 13F Capstone Financial Advisors, Inc. 1.146.169 -4,21 79.189 6,58
2025-08-07 13F Cvfg Llc 11.920 0,49 824 11,82
2025-07-24 13F Lmcg Investments, Llc 6.807 10,68 470 23,36
2025-07-29 13F BKD Wealth Advisors, LLC 6.102 0,00 422 11,38
2025-08-12 13F Jaffetilchin Investment Partners, LLC 0 -100,00 0
2025-08-13 13F Capital Research Global Investors 0 -100,00 0
2025-07-31 13F Red Wave Investments LLC 79.771 -2,65 5.511 8,31
2025-07-14 13F Matrix Trust Co 19.013 16,89 1 0,00
2025-08-07 13F CSM Advisors, LLC 145.145 0,00 10 11,11
2025-08-14 13F CoreCap Advisors, LLC 10.117 47,84 699 64,86
2025-07-17 13F Coastline Trust Co 765 0,00 53 10,64
2025-08-12 13F Cook Wealth Management Group Llc 0 -100,00 0
2025-07-25 13F Concord Wealth Partners 168 0,60 12 10,00
2025-08-08 13F Creative Planning 675.414 -0,72 46.664 10,45
2025-08-12 13F Deutsche Bank Ag\ 386 0,00 27 13,04
2025-07-17 13F Charles Schwab Trust Co 6.008 0,00 415 11,26
2025-07-07 13F Retirement Wealth Solutions LLC 7.102 0,03 491 11,36
2025-07-15 13F Evanson Asset Management, LLC 72.317 8,07 4.996 20,24
2025-07-15 13F McAdam, LLC 8.825 610
2025-07-29 13F Madison Wealth Partners, Inc 6.458 -0,12 446 11,22
2025-08-06 13F Regimen Wealth, Llc 6.525 -5,42 451 5,14
2025-08-12 13F Cutter & CO Brokerage, Inc. 0 -100,00 0
2025-05-12 13F Ardent Capital Management, Inc. 0 -100,00 0
2025-08-14 13F Goldman Sachs Group Inc 805.929 -30,44 55.682 -22,61
2025-07-21 13F Hilltop National Bank 677 0,00 47 17,95
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 1.503.064 -10,68 103.847 -0,62
2025-08-13 13F Certior Financial Group, Llc 37.146 -0,76 2.566 10,41
2025-07-30 13F Klingenstein Fields & Co Lp 4.082 0,00 282 11,46
2025-08-06 13F Long Run Wealth Advisors, LLC 8.726 0,83 603 12,10
2025-08-13 13F Parkworth Wealth Management, Inc. 41 -21,15 3 -33,33
2025-07-22 13F Inlight Wealth Management, LLC 0 -100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 13.959 282,44 964 326,55
2025-07-18 13F Ewa, Llc 8.792 0,73 607 11,99
2025-07-30 13F Avidian Wealth Solutions, LLC 12.069 34,89 834 50,09
2025-07-28 13F Frazier Financial Advisors, LLC 110 8
2025-07-16 13F Exeter Financial, LLC 3.108 215
2025-08-18 13F Hollencrest Capital Management 24.754 0,72 1.710 12,06
2025-04-03 13F First Hawaiian Bank 118.347 -25,43 7.349 -21,42
2025-08-11 13F Portside Wealth Group, LLC 39.576 -0,09 2.734 11,18
2025-05-15 13F Stonehaven Wealth & Tax Solutions, Llc 0 -100,00 0
2025-08-15 13F Cooksen Wealth, LLC 2 0
2025-08-06 13F Legacy Bridge, LLC 25.059 0,00 1.731 11,25
2025-07-08 13F Zrc Wealth Management, Llc 750 0,00 52 10,87
2025-08-13 13F Summit Financial, LLC 69.975 29,29 4.835 43,83
2025-07-24 13F Lindenwold Advisors 314.710 3,22 21.743 14,84
2025-07-25 13F Index Fund Advisors, Inc. 242.968 0,71 16.787 12,04
2025-07-31 13F Moser Wealth Advisors, LLC 3.518 -0,14 243 11,47
2025-08-01 13F Bessemer Group Inc 7.690 0,00 1
2025-07-30 13F Cornerstone Advisory, LLC 3.330 6,39 230 13,30
2025-08-13 13F Virtue Capital Management, LLC 15.511 -27,62 1.072 -19,53
2025-07-25 13F FIDELIS iM, LLC 249.893 -0,79 17.265 115.000,00
2025-07-16 13F True North Advisors, LLC 0 -100,00 0
2025-07-21 13F Life Planning Partners, Inc 3.757 -97,08 260 -88,15
2025-05-15 13F Cyrus J. Lawrence, LLC 0 -100,00 0
2025-08-13 13F Millstone Evans Group, LLC 3.390 0,00 234 11,43
2025-08-12 13F MAI Capital Management 294.238 7,55 20.329 19,65
2025-07-25 13F Bricktown Capital, LLC 41.175 -85,20 2.845 -83,54
2025-08-08 13F Larson Financial Group LLC 2.663 115,80 184 140,79
2025-08-04 13F Pensionmark Financial Group, Llc 24.538 -35,60 1.695 -28,36
2025-08-05 13F Cassaday & Co Wealth Management LLC 0 -100,00 0
2025-07-11 13F Adirondack Trust Co 35 0,00 2 0,00
2025-07-10 13F Focus Financial Network, Inc. 450.685 1,59 31.138 13,03
2025-08-01 13F Planning Directions Inc 6.418 36,12 443 51,71
2025-08-18 13F N.E.W. Advisory Services LLC 491.534 -6,93 33.960 3,55
2025-07-16 13F Falcon Wealth Planning 5.583 -7,54 386 2,94
2025-07-21 13F Creative Capital Management Investments LLC 1.725 0,00 119 11,21
2025-08-14 13F Summit Trail Advisors, Llc 9.562 661
2025-08-14 13F Gould Capital, LLC 492 34
2025-07-15 13F Foster Victor Wealth Advisors, LLC 0 -100,00 0 -100,00
2025-08-04 13F L.m. Kohn & Company 18.935 1.308
2025-08-04 13F Mesirow Financial Investment Management, Inc. 842.765 4,78 58.228 16,57
2025-08-14 13F Colony Group, LLC 1.230.603 27,23 85.022 41,56
2025-08-14 13F Diversify Advisory Services, LLC 41.125 -50,43 2.920 -44,96
2025-07-17 13F Luminvest Wealth Management LLC 743.366 5,82 51.335 17,68
2025-07-18 13F First Pacific Financial 1.846 0,00 128 11,40
2025-08-06 13F Cannon Financial Strategists, Inc. 20.757 0,00 1.434 11,25
2025-07-18 13F United Bank 20.495 0,00 1.416 11,32
2025-08-01 13F Facet Wealth, Inc. 9.257 5,79 634 10,86
2025-07-11 13F Walker Financial Services, Inc. 108.182 1,77 7.474 13,23
2025-07-25 13F Endowment Wealth Management, Inc. 3.892 -17,03 269 -7,90
2025-08-13 13F Capital Group Private Client Services, Inc. 14.885 -42,37 1.028 -35,87
2025-08-08 13F CFO4Life Group, LLC 4.758 0,51 329 11,95
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 286.051 -0,10 19.763 11,15
2025-07-30 13F Bogart Wealth, LLC 728.335 -0,16 50.321 11,08
2025-08-08 13F Smithfield Trust Co 19.579 -23,20 1 0,00
2025-08-15 13F Equitable Holdings, Inc. 642.031 11,68 44.358 24,25
2025-07-30 13F Evermay Wealth Management Llc 105 -82,73 7 -81,08
2025-07-29 13F Unison Advisors LLC 5.768 3,80 399 15,36
2025-08-12 13F New Republic Capital, LLC 29.294 2.024
2025-07-22 13F/A Duncan Williams Asset Management, LLC 10.280 7,27 710 19,33
2025-08-14 13F Knightsbridge Asset Management, Llc 10.200 705
2025-07-16 13F Meredith Wealth Planning 12.039 2,67 832 14,15
2025-06-25 NP REMIX - STANDPOINT MULTI-ASSET FUND Investor Class 671.100 -4,74 42.856 -0,14
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 4.878 0,00 337 11,59
2025-07-29 13F Accretive Wealth Partners, LLC 6.234 0,00 431 5,91
2025-08-05 13F Integrity Wealth Solutions LLC 67.546 -5,75 4.667 4,85
2025-07-08 13F Apella Capital, LLC 171.012 -2,06 11.737 12,97
2025-08-04 13F Bordeaux Wealth Advisors LLC 157.788 6,68 10.902 18,68
2025-07-24 13F Cascade Investment Group, Inc. 45.134 10,11 3.118 22,51
2025-04-24 13F Decker Retirement Planning Inc. 0 -100,00 0 -100,00
2025-08-11 13F Hopwood Financial Services, Inc. 9.414 -33,71 650 -26,22
2025-08-12 13F Main Management LLC 163.347 0,47 11 10,00
2025-04-23 13F Archford Capital Strategies, LLC 0 -100,00 0
2025-08-12 13F Belmont Capital, LLC 49 0,00 3 0,00
2025-07-16 13F Meridian Investment Counsel Inc. 18.195 94,08 1.257 115,98
2025-07-31 13F/A Avion Wealth 985 0,00 0
2025-07-18 13F Wiser Wealth Management, Inc 35.153 7,73 2.429 19,84
2025-08-11 13F Private Advisor Group, LLC 550.237 5,60 38.016 17,49
2025-08-08 13F Strategies Wealth Advisors, LLC 19.022 5,72 1.314 17,64
2025-05-15 13F CAPROCK Group, Inc. 594.712 -2,20 36.932 3,06
2025-07-10 13F Selective Wealth Management, Inc. 25.457 -22,09 1.766 -9,94
2025-05-05 13F Lindbrook Capital, Llc 1.244.096 1,63 77.258 7,09
2025-07-11 13F First PREMIER Bank 4.295 0,00 0
2025-08-04 13F Creekmur Asset Management LLC 2.178 0,69 150 11,94
2025-08-14 13F Sand Hill Global Advisors, LLC 2.964 -73,46 205 -70,56
2025-08-13 13F Rsm Us Wealth Management Llc 26.448 295,75 1.827 340,24
2025-07-18 13F TPG Advisors LLC 3.706 0,00 256 11,30
2025-08-14 13F Millennium Management Llc 0 -100,00 0
2025-07-16 13F Kathmere Capital Management, LLC 25.983 4,32 1.795 16,11
2025-08-13 13F Mount Yale Investment Advisors, LLC 278 19
2025-08-28 NP Northern Lights Fund Trust - Ocean Park International ETF 15.156 1.047
2025-08-13 13F Maia Wealth LLC 8.369 83,25 578 108,66
2025-07-17 13F Independence Bank of Kentucky 8.239 0,00 569 11,35
2025-07-21 13F Verus Financial Partners, Inc. 1.076.225 -1,27 74.668 12,26
2025-08-14 13F BLKBRD Asset Management, LP 0 -100,00 0
2025-08-15 13F Kestra Advisory Services, LLC 827.388 -24,59 57.164 -16,11
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 13.866 7,69 958 19,90
2025-07-24 13F Edge Financial Advisors LLC 21.486 364,56 1.485 417,07
2025-07-14 13F BetterWealth, LLC 4.215 0,00 291 11,49
2025-07-30 13F Phillips Financial Management, Llc 594.068 -3,85 41.044 6,98
2025-07-30 13F Onyx Bridge Wealth Group LLC 10.891 -4,52 752 6,21
2025-08-14 13F Osterweis Capital Management Inc 190 12,43
2025-08-13 13F Okabena Investment Services Inc 637.377 0,00 44.036 11,26
2025-07-15 13F Armis Advisers, LLC 3.407 235
2025-08-14 13F McIlrath & Eck, LLC 3.466 0,00 239 11,16
2025-07-23 13F Armbruster Capital Management, Inc. 3.560 0,00 246 10,86
2025-07-30 13F Whittier Trust Co 17.017 -8,76 1.176 1,47
2025-08-06 13F Agf Management Ltd 11.065 0,09 764 11,37
2025-08-06 13F Paladin Advisory Group, LLC 8.276 0,00 572 11,31
2025-07-18 13F Newman Dignan & Sheerar, Inc. 5.083 0,41 351 11,78
2025-08-11 13F FSC Wealth Advisors, LLC 120 0,84 8 14,29
2025-07-25 13F We Are One Seven, LLC 60.642 8,75 4.190 21,00
2025-08-13 13F Beacon Pointe Advisors, LLC 180.259 1,41 12.454 12,83
2025-07-10 13F Signal Advisors Wealth, LLC 4.018 278
2025-07-11 13F Kaydan Wealth Management, Inc. 15.654 -0,41 1.082 10,76
2025-07-15 13F Tenon Financial LLC 658.588 102,38 43.227 113,90
2025-08-06 13F Disciplined Investors, L.L.C. 52.399 7,55 3.620 19,67
2025-07-22 13F Gutierrez Wealth Advisory, LLC 6.618 -3,49 457 7,53
2025-08-14 13F Wells Fargo & Company/mn 2.613.868 2,65 180.592 14,20
2025-08-12 13F Comprehensive Financial Management LLC 38.568 0,00 2.665 11,23
2025-07-16 13F Cambridge Advisors Inc. 19.867 1,84 1.373 13,29
2025-08-06 13F Moors & Cabot, Inc. 13.452 28,04 929 42,48
2025-07-25 13F Total Clarity Wealth Management, Inc. 0 -100,00 0
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 2.900 200
2025-08-13 13F Avestar Capital, LLC 9.247 98,18 639 120,76
2025-07-11 13F Grove Bank & Trust 504 -6,49 35 3,03
2025-08-01 13F Milestone Asset Management Group, LLC 5.937 0,59 410 12,02
2025-07-15 13F Retirement Guys Formula Llc 44.294 -1,03 3.060 10,11
2025-07-15 13F Wealth Effects Llc 7.696 -6,66 532 3,71
2025-07-14 13F UMA Financial Services, Inc. 209 16,76 14 27,27
2025-08-13 13F Greenwich Wealth Management LLC 75.208 -0,10 5 25,00
2025-08-12 13F Change Path, LLC 38.730 10,65 2.676 23,10
2025-08-11 13F Baldwin Investment Management, LLC 25.136 1,04 1.737 12,44
2025-08-11 13F Dorsey & Whitney Trust CO LLC 85.372 0,11 5.898 11,39
2025-08-12 13F Steward Partners Investment Advisory, Llc 138.890 0,06 9.596 11,31
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 18.893 -33,66 1.305 -26,19
2025-07-15 13F World Equity Group, Inc. 4.117 -1,70 284 9,23
2025-08-07 13F Resources Investment Advisors, LLC. 160.966 20,43 11.121 33,99
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 44.847 -14,11 3.098 -4,44
2025-08-04 13F HBK Sorce Advisory LLC 3.626 0,58 251 12,11
2025-08-04 13F Savvy Advisors, Inc. 19.783 138,38 1.367 165,24
2025-08-11 13F Western Wealth Management, LLC 4.186 -6,90 289 3,58
2025-08-01 13F Brookwood Investment Group LLC 33.573 15,55 2.320 28,55
2025-08-14 13F City National Bank Of Florida /msd 0 -100,00 0
2025-07-09 13F Market Street Wealth Management Advisors Llc 0 -100,00 0 -100,00
2025-08-14 13F Bank Of Hawaii 139.108 -1,15 9.611 9,98
2025-07-10 13F Baker Tilly Financial, Llc 6.670 10,16 461 22,34
2025-08-05 13F Prosperity Consulting Group, LLC 14.769 -0,53 1.020 10,75
2025-07-23 13F Pillar Financial Advisors, LLC 1.775 0,00 123 10,91
2025-04-17 13F Vista Wealth Management Group, LLC 53.613 0,00 3.329 5,38
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0 -100,00
2025-08-06 13F Cetera Trust Company, N.A 700 0,00 48 11,63
2025-08-07 13F Vise Technologies, Inc. 5.738 58,68 396 85,92
2025-07-16 13F Plancorp, LLC 25.479 7,37 1.760 19,48
2025-07-31 13F Hanlon Investment Management, Inc. 12.340 1,72 853 13,15
2025-07-25 13F JustInvest LLC 16.737 1.156
2025-08-14 13F Moneta Group Investment Advisors Llc 716.214 -0,72 49.483 10,46
2025-08-05 13F Welch & Forbes Llc 3.731 258
2025-08-13 13F Scotia Capital Inc. 95.422 12,76 6.593 25,44
2025-08-05 13F Claro Advisors LLC 8.249 -4,10 570 6,55
2025-08-01 13F SYM FINANCIAL Corp 244.295 19,75 16.878 33,23
2025-08-13 13F Farnam Financial LLC 15.690 10,74 1.084 23,32
2025-07-10 13F Atticus Wealth Management, Llc 373 26
2025-08-13 13F Lynch Asset Management, Inc. 25.150 -9,04 1.738 1,16
2025-03-31 NP AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 0 -100,00 0 -100,00
2025-07-07 13F Wesbanco Bank Inc 19.576 10,68 1.353 23,13
2025-07-23 13F Godsey & Gibb Associates 0 -100,00 0
2025-08-12 13F Coldstream Capital Management Inc 21.383 3,44 1.477 15,12
2025-08-04 13F Bristlecone Advisors, LLC 32.696 4,88 2.259 16,69
2025-08-14 13F Wetherby Asset Management Inc 19.631 0,23 1.356 17,50
2025-08-04 13F Assetmark, Inc 12.544 357,31 867 409,41
2025-07-22 13F Confluence Wealth Services, Inc. 33.676 0,00 2.327 10,50
2025-08-07 13F Winch Advisory Services, LLC 556 -15,50 38 -5,00
2025-08-15 13F/A Rakuten Securities, Inc. 5.102 -81,47 352 -79,40
2025-08-12 13F Tableaux Llc 17.466 676
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 174.475 4,72 12.054 16,51
2025-08-01 13F Providence First Trust Co 10.695 12,00 739 24,66
2025-07-21 13F Custos Family Office, LLC 44.337 0,01 3.063 11,26
2025-07-31 13F Optimum Investment Advisors 400 -87,58 28 -86,43
2025-08-12 13F Tradition Wealth Management, LLC 9.387 4,77 649 16,55
2025-08-06 13F Prospera Financial Services Inc 36.850 98,16 2.547 120,43
2025-07-23 13F Bellevue Asset Management, Llc 344 -26,34 24 -20,69
2025-08-01 13F Twin Lakes Capital Management, LLC 100 0,00 7 0,00
2025-05-09 13F Blue Barn Wealth, LLC 0 -100,00 0
2025-07-24 13F Coordinated Financial Services, Inc. 27.831 4,14 1.923 22,11
2025-08-08 13F Meridian Wealth Management, LLC 16.545 0,09 1.143 11,40
2025-08-12 13F Bedel Financial Consulting, Inc. 17.668 2,81 1.221 9,03
2025-07-15 13F Axis Wealth Partners, LLC 7.997 -5,20 553 5,54
2025-07-23 13F Nbt Bank N A /ny 36.725 0,00 2.537 11,27
2025-08-12 13F Proequities, Inc. 0 0
2025-07-24 13F Ronald Blue Trust, Inc. 17.607 31,45 1.216 46,33
2025-08-07 13F 1620 Investment Advisors, Inc. 13 0,00 1
2025-08-11 13F Birchbrook, Inc. 7 0,00 1
2025-07-23 13F Bluestem Financial Advisors, Llc 34.851 157,96 2.408 187,23
2025-05-15 13F Rakuten Investment Management, Inc. 13.400.600 837.672
2025-08-07 13F New England Private Wealth Advisors LLC 130.187 6,31 8.987 18,17
2025-07-11 13F Weatherly Asset Management L. P. 7.783 12,31 538 24,88
2025-08-04 13F Leeward Financial Partners, LLC 0 -100,00 0
2025-08-14 13F Warren Averett Asset Management, LLC 278.521 6,97 19.243 19,02
2025-07-07 13F First Community Trust Na 7.471 8,02 516 20,28
2025-08-14 13F Dearborn Partners Llc 3.700 12,12 256 25,00
2025-07-22 13F Valpey Financial Services, LLC 79.914 5.521
2025-08-08 13F Good Life Advisors, LLC 21.501 9,30 1.485 21,62
2025-08-14 13F Great Valley Advisor Group, Inc. 35.756 -43,85 2.470 -37,53
2025-07-16 13F American National Bank 24.791 106,18 1.713 129,49
2025-08-13 13F Thornburg Investment Management Inc 5.805 401
2025-07-30 13F Financial Perspectives, Inc 1.922 0,63 133 11,86
2025-08-13 13F Azimuth Capital Investment Management LLC 71.200 0,89 4.919 12,25
2025-07-03 13F McLean Asset Management Corp 5.338 0,02 370 25,00
2025-08-11 13F HighTower Advisors, LLC 1.847.994 3,49 127.678 15,14
2025-08-14 13F Bank Of America Corp /de/ 16.631.183 -30,40 1.149.048 -22,56
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 15.765 1,21 1.089 12,62
2025-07-21 13F West Financial Advisors, LLC 28.610 2,14 1.977 13,63
2025-07-16 13F Swisher Financial Concepts, Inc. 147.510 11,51 10.191 24,07
2025-07-15 13F Verum Partners LLC 8.185 566
2025-07-18 13F Benchmark Wealth Management, LLC 4.943 -0,12 342 11,07
2025-07-14 13F Armstrong Advisory Group, Inc 1.801 0,28 124 18,10
2025-08-04 13F Hantz Financial Services, Inc. 6.989 0
2025-07-30 13F TFB Advisors LLC 6.589 9,85 455 22,31
2025-08-14 13F Certified Advisory Corp 10.756 -0,39 743 10,90
2025-07-21 13F HT Partners LLC 5.690 -11,26 393 -1,26
2025-07-29 13F Salus Financial Advisors, LLC 6.222 44,70 430 60,67
2025-07-17 13F Johnson & White Wealth Management, LLC 4.604 0,31 0
2025-07-10 13F Burns J W & Co Inc/ny 84.272 15,60 5.822 28,61
2025-07-23 13F Penney Financial, LLC 37.649 -7,83 2.601 2,56
2025-08-13 13F Cerity Partners LLC 1.596.824 -4,12 110.349 6,70
2025-08-05 13F Magnolia Capital Advisors Llc 47.373 160,71 3.273 190,16
2025-08-07 13F Gryphon Financial Partners LLC 9.784 0,00 676 11,20
2025-05-09 13F Pinney & Scofield, Inc. 0 -100,00 0
2025-07-31 13F Glass Jacobson Investment Advisors llc 11.087 5,63 766 23,95
2025-07-23 13F Valmark Advisers, Inc. 72.413 -1,04 5.003 10,10
2025-07-22 13F Relyea Zuckerberg Hanson LLC 4.594 0,07 317 11,23
2025-07-25 13F Wealth Architects, LLC 12.621 -14,88 872 -5,33
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0 -100,00
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 4.079 0
2025-07-15 13F Alhambra Investment Partners LLC 46.876 0,88 3.239 12,24
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 6.409.537 -0,22 443 11,06
2025-08-11 13F Lummis Asset Management, LP 14.038 6,49 970 18,46
2025-07-07 13F Good Steward Wealth Advisors,LLC 74.897 8,06 5.175 20,21
2025-07-31 13F Intelligent Financial Strategies 18.659 53,47 1.289 70,73
2025-07-08 13F Davis Investment Partners, LLC 5.986 414
2025-08-06 13F Quadrant Private Wealth Management, LLC 8.239 569
2025-07-31 13F Hobart Private Capital, LLC 3.834 0,00 265 10,92
2025-08-12 13F Jacobi Capital Management LLC 12.307 6,81 850 18,88
2025-08-13 13F Haverford Trust Co 747.101 -0,50 51.617 10,70
2025-08-14 13F Comerica Bank 647.545 0,51 44.739 11,82
2025-08-12 13F Manchester Capital Management LLC 2.238 -72,82 155 -69,86
2025-08-12 13F Jpmorgan Chase & Co 5.551.166 370,99 383.530 424,01
2025-07-16 13F EdgeRock Capital LLC 8.267 571
2025-07-17 13F Financial Partners Group, LLC 7.017 0,00 485 11,26
2025-07-10 13F HF Advisory Group, LLC 8.583 593
2025-08-13 13F Willis Johnson & Associates, Inc. 4.694 4,45 324 16,13
2025-08-13 13F Cary Street Partners Financial Llc 4.782 24,43 330 38,66
2025-08-13 13F Baird Financial Group, Inc. 34.033 7,73 2.351 19,89
2025-07-22 13F Hrc Wealth Management, Llc 14.311 0,01 989 11,26
2025-08-13 13F SCS Capital Management LLC 25.454 -7,01 1.759 3,47
2025-07-11 13F Bridge Creek Capital Management LLC 5.883 0,00 406 11,23
2025-07-23 13F Hardy Reed LLC 401.071 -0,44 27.710 10,77
2025-08-12 13F Franklin Resources Inc 18.061 -57,14 1.248 -52,33
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 0 -100,00 0
2025-08-13 13F Summit Wealth Group Llc / Co 6.658 460
2025-07-15 13F Kwmg, Llc 5.003 0,08 346 11,29
2025-07-29 13F Chicago Partners Investment Group LLC 31.689 8,28 2.252 18,84
2025-08-08 13F Gts Securities Llc 14.236 984
2025-07-28 13F Revolve Wealth Partners, LLC 63.670 -3,66 4.399 7,16
2025-07-17 13F CWA Asset Management Group, LLC 8.847 -91,12 611 -90,12
2025-08-12 13F Prudential Plc 660.000 100,00 45.599 122,51
2025-07-11 13F Ullmann Financial Group, Inc. 8.625 15,74 596 28,79
2025-05-02 13F BluePointe Capital Management, LLC 7.365 0,00 457 5,30
2025-07-22 13F Valeo Financial Advisors, LLC 61.746 11,18 4.266 23,72
2025-08-08 13F Tanglewood Legacy Advisors, LLC 749 -42,34 52 -36,25
2025-08-11 13F Vanguard Group Inc 81.653.776 2,30 5.641.458 13,82
2025-08-14 13F Financial Network Wealth Advisors LLC 7.891 15,38 545 28,54
2025-07-22 13F Cedar Mountain Advisors, LLC 1.931 -13,56 133 -3,62
2025-07-17 13F Sound Income Strategies, LLC 12.499 0,09 864 11,35
2025-07-16 13F PFS Partners, LLC 3 0
2025-08-11 13F Bulltick Wealth Management, LLC 4.866 0,00 336 11,26
2025-07-17 13F Enclave Advisors LLC 0 -100,00 0
2025-07-29 13F Wealthstream Advisors, Inc. 3.347 0,03 231 11,59
2025-04-17 13F Sfm, Llc 0 -100,00 0
2025-08-11 13F Copperleaf Capital, LLC 5.975 81,06 413 101,96
2025-07-22 13F Sage Investment Counsel LLC 7.247 1,27 501 12,61
2025-07-30 13F Wbh Advisory Inc 469.701 -3,21 32.452 7,69
2025-07-24 13F KC Investment Advisors, LLC 3.957 0,00 273 11,43
2025-08-11 13F Wealthspire Advisors, LLC 10.438.638 1,78 721.205 13,24
2025-08-13 13F Meridian Wealth Partners, LLC 25.821 -0,72 1.784 10,40
2025-08-11 13F Lowe Brockenbrough & Co Inc 92.347 -1,20 6.380 9,92
2025-07-28 13F Ritholtz Wealth Management 22.281 60,16 1.539 78,33
2025-08-15 13F Pine Ridge Advisers LLC 7.271 0,00 502 11,31
2025-07-29 13F Angeles Wealth Management, Llc 1.242.288 5,52 85.830 17,39
2025-08-06 13F True Wealth Design, LLC 189 13
2025-08-14 13F Hancock Whitney Corp 7.206 498
2025-05-07 13F WMS Partners, LLC 0 -100,00 0
2025-08-13 13F Natixis Advisors, L.p. 374.926 -10,15 26 0,00
2025-07-31 13F City State Bank 427 0,00 30 11,54
2025-08-08 13F Wiser Advisor Group LLC 0 -100,00 0
2025-05-16 13F Coordinated Financial Services, Inc./CO 26.905 2,14 1.671 5,16
2025-08-04 13F One Day In July LLC 5.866 405
2025-07-18 13F Tanager Wealth Management LLP 79.868 -0,50 5.518 10,71
2025-08-13 13F Bank Of Nova Scotia Trust Co 3.000 207
2025-07-30 13F Axiom Financial Strategies, LLC 255.904 -3,90 17.680 6,92
2025-08-01 13F Zhang Financial LLC 1.562.593 6,27 107.960 18,23
2025-08-12 13F Latigo Investments, LLC 110.240 0,00 7.616 11,26
2025-07-21 13F Ashton Thomas Securities, Llc 3.641 0,00 252 11,06
2025-08-15 13F United Services Automobile Association 180.202 -45,18 12.450 -39,21
2025-08-14 13F Promus Capital, LLC 0 -100,00 0 -100,00
2025-08-13 13F Smith, Moore & Co. 0 -100,00 0
2025-07-23 13F Opulen Financial Group LLC 2.947 204
2025-07-18 13F Parsons Capital Management Inc/ri 5.925 0,00 409 11,44
2025-07-11 13F Kingstone Capital Partners Texas, LLC 402.030 23
2025-07-23 13F True Vision MN LLC 18.487 -1,26 1.277 9,90
2025-08-13 13F Wealthquest Corp 3.313 0,00 229 11,22
2025-08-07 13F Allworth Financial LP 358.193 9,09 24.748 19,04
2025-07-29 13F Stratos Wealth Advisors, LLC 126.974 -5,16 8.773 5,52
2025-08-06 13F Founders Financial Securities Llc 3.001 -8,51 207 -0,96
2025-07-08 13F Charis Legacy Partners, LLC 159.642 5,35 11.030 17,21
2025-07-16 13F ORG Partners LLC 1.832 -23,89 127 -16,00
2025-08-14 13F EP Wealth Advisors, Inc. 120.074 18,96 8.296 32,34
2025-07-25 13F Richardson Financial Services Inc. 6.787 12,29 469 24,80
2025-08-19 13F Anchor Investment Management, LLC 10.060 19,49 695 33,14
2025-08-01 13F Logan Capital Management Inc 0 -100,00 0
2025-08-06 13F Adviser Investments LLC 68.186 5,71 4.711 17,60
2025-07-15 13F Cora Capital Advisors Llc 15.394 0,33 1.064 11,66
2025-07-23 13F Quarry Hill Advisors, Llc 3.266 -52,86 226 -47,67
2025-07-17 13F Chicago Capital, LLC 16.356 -1,39 1.130 9,82
2025-07-22 13F BridgePort Financial Solutions, LLC 67.525 -3,34 4.665 7,54
2025-07-31 13F/A Sendero Wealth Management, LLC 6.725 0,00 465 11,27
2025-08-07 13F McClarren Financial Advisors, Inc. 88.460 18,04 6.112 122.120,00
2025-08-08 13F WP Advisors, LLC 7.018 0,72 485 12,04
2025-08-05 13F Elm Partners Management LLC 4.562 -34,19 315 -26,74
2025-08-12 13F BWM Planning, LLC 7.211 498
2025-08-14 13F Betterment LLC 280.648 466,81 19 533,33
2025-07-31 13F BIP Alliance, LLC 4.214 -41,58 291 -34,90
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 0 -100,00 0
2025-08-11 13F Frank, Rimerman Advisors LLC 38.533 0,00 2.662 11,29
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 63.722 -6,34 4.403 4,21
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 800 55
2025-07-09 13F Christopher J. Hasenberg, Inc 24 0,00 2 0,00
2025-07-15 13F First City Capital Management, Inc. 5.640 0,45 390 11,78
2025-08-13 13F Gateway Wealth Partners, LLC 39.060 -3,60 2.699 7,23
2025-07-17 13F Stockman Wealth Management, Inc. 6.501 0,00 449 11,41
2025-05-09 13F Delta Financial Group, Inc. 24.520 2,84 2 0,00
2025-07-11 13F Pinnacle Bancorp, Inc. 5.772 18,16 399 31,35
2025-07-01 13F Harbor Investment Advisory, Llc 7.975 10,96 551 23,54
2025-07-25 13F Johnson Investment Counsel Inc 24.638 34,61 1.702 49,82
2025-08-06 13F Hoxton Planning & Management, LLC 37.150 18,75 2.567 32,13
2025-07-22 13F Simplicity Wealth,LLC 0 -100,00 0
2025-08-11 13F GW&K Investment Management, LLC 6.370 0,00 0
2025-08-04 13F JDM Financial Group LLC 163 0,00 11 10,00
2025-07-02 13F Crumly & Associates Inc. 4.838 0,00 334 11,33
2025-07-17 13F Janney Montgomery Scott LLC 118.164 -0,69 8 14,29
2025-08-12 13F CIBC Private Wealth Group, LLC 35.436 -8,72 2.448 13,54
2025-08-05 13F Key FInancial Inc 4.315 11,87 298 24,69
2025-08-14 13F Clayton Partners LLC 37.562 -9,70 2.595 0,46
2025-07-29 13F Semitam Bonam Llc 10.644 735
2025-07-17 13F Investment Research & Advisory Group, Inc. 14.159 -2,12 978 8,91
2025-08-06 13F Golden State Wealth Management, LLC 608 -92,04 42 -91,14
2025-07-10 13F Umb Bank N A/mo 56 0,00 3 0,00
2025-08-01 13F Penobscot Wealth Management 3.841 -59,74 265 -55,24
2025-05-01 13F Schechter Investment Advisors, LLC 501.490 3,84 31.142 9,42
2025-07-23 13F L.K. Benson & Company, P.C. 147.005 8,97 10.157 21,24
2025-07-22 13F Global Assets Advisory, LLC 0 -100,00 0
2025-07-24 13F Callan Family Office, LLC 131.868 7,57 9.111 19,68
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 125.607 1,92 8.678 13,39
2025-08-06 13F SOUTH STATE Corp 23.055 0,65 1.593 11,95
2025-07-09 13F Archer Investment Management, LLC 0 -100,00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 15.727 6,70 1.087 18,69
2025-07-11 13F Rockwood Wealth Management, LLC 3.088 213
2025-08-11 13F Retirement Capital Strategies 0 -100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 45.793 -1,10 3.164 10,02
2025-08-04 13F UNIVEST FINANCIAL Corp 1.922.926 -1,97 132.855 9,07
2025-07-22 13F Belpointe Asset Management LLC 29.557 2.042
2025-07-30 13F White Lighthouse Investment Management Inc. 564.240 -2,46 38.983 8,52
2025-08-08 13F Bailard, Inc. 90.470 6,53 6.251 18,53
2025-07-25 13F Sequoia Financial Advisors, LLC 53.746 1,35 3.713 12,75
2025-07-11 13F Seacrest Wealth Management, Llc 6.652 5,09 460 16,79
2025-07-08 13F Madison Park Capital Advisors, LLC 127.603 -9,61 8.816 0,57
2025-07-31 13F Sentinel Trust Co Lba 1.198.578 -6,74 83 3,80
2025-06-30 NP Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R 171.970 -11,45 10.982 -7,18
2025-08-12 13F SRS Capital Advisors, Inc. 7.669 50,79 11.838 3.658,10
2025-07-10 13F Global Financial Private Client, LLC 0 -100,00 0
2025-08-12 13F XTX Topco Ltd 0 -100,00 0
2025-08-13 13F Allium Financial Advisors, Llc 5.329 0,00 368 11,52
2025-07-23 13F HTG Investment Advisors, Inc. 3.668 0,00 253 11,45
2025-08-04 13F IFG Advisory, LLC 14.174 0,78 979 12,14
2025-08-14 13F Ancora Advisors, LLC 8.544 0,07 590 11,32
2025-08-13 13F Trustmark National Bank Trust Department 8.074 558
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 12.578 869
2025-07-16 13F Embree Financial Group 3.576 0,36 247 11,76
2025-07-17 13F/A Capital Investment Advisors, LLC 4.729 -2,07 327 9,03
2025-07-07 13F Schulz Wealth, LTD. 154.950 3,28 10.705 14,90
2025-07-23 13F Elm3 Financial Group, LLC 7.104 0,00 491 11,11
2025-04-15 13F Corrigan Financial, Inc. 758.678 18,90 47.114 25,29
2025-07-29 13F TFC Financial Management 1.701 0,65 118 12,50
2025-07-18 13F Heritage Financial Services, LLC 4.599 -74,20 318 -71,36
2025-07-18 13F SimpliFi, Inc. 8.255 -1,57 570 9,62
2025-07-15 13F IMS Capital Management 12.587 870
2025-07-22 13F Ervin Investment Management, LLC 13.809 0,58 954 11,97
2025-07-25 13F Quantum Financial Planning Services, Inc. 8.557 -42,45 591 -35,97
2025-08-14 13F Fiduciary Trust Co 18.599 0,00 1.285 11,35
2025-07-16 13F Perigon Wealth Management, LLC 54.096 17,10 3.737 30,30
2025-08-07 13F Everhart Financial Group, Inc. 46.044 -28,74 3.181 -20,71
2025-08-07 13F PFG Advisors 0 -100,00 0
2025-05-14 13F Orion Capital Management LLC 0 -100,00 0
2025-08-12 13F Vawter Financial, Ltd. 0 -100,00 0
2025-07-24 13F Drucker Wealth 3.0, LLC 17.572 -11,35 1.219 -0,89
2025-08-14 13F Jane Street Group, Llc 332.566 -87,13 22.977 -85,69
2025-07-15 13F Ballentine Partners, LLC 9.718 0,00 671 11,28
2025-08-11 13F Strategic Wealth Partners, Ltd. 360 25
2025-08-01 13F Unconventional Investor, LLC 59.616 -0,32 4.119 10,88
2025-07-23 13F Lansing Street Advisors 3.247 -58,17 224 -53,53
2025-07-24 13F Us Bancorp \de\ 165.410 -98,82 11.428 -98,69
2025-07-07 13F Upper Left Wealth Management, LLC 29.835 -6,39 2.061 4,14
2025-08-07 13F Palisade Asset Management, LLC 11.032 0,02 762 11,40
2025-08-12 13F J.w. Cole Advisors, Inc. 58.782 97,65 4.061 119,99
2025-07-29 13F Aspiriant, Llc 35.129 350,03 2.427 401,45
2025-08-14 13F Laird Norton Trust Company, Llc 83.200 -18,73 5.748 -9,58
2025-08-26 13F/A Thrivent Financial For Lutherans 52.845 4
2025-07-17 13F Beacon Capital Management, LLC 1.300 0,23 90 11,25
2025-07-24 13F Freedom Day Solutions, LLC 122.356 -5,85 8.454 4,75
2025-08-13 13F Fisher Asset Management, LLC 23.506 39,10 1.624 54,81
2025-07-28 13F Duncker Streett & Co Inc 3.639 1,62 251 13,06
2025-08-14 13F Jane Street Group, Llc Call 6.700 463
2025-08-05 13F Westside Investment Management, Inc. 43.120 -0,44 2.979 10,78
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 -100,00 0
2025-07-10 13F Professional Financial Advisors, LLC 285.515 2,56 19.726 14,10
2025-07-29 13F Werba Rubin Papier Wealth Management 16.062 107,84 1.110 131,52
2025-04-11 13F Safeguard Financial, LLC 9.928 -0,51 617 4,76
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 14.835 -8,50 1.025 1,79
2025-07-28 13F Elmwood Wealth Management, Inc. 8.105 0,00 560 11,13
2025-07-16 13F MontVue Capital Management, Inc. 135.255 -0,89 9.345 10,27
2025-08-11 13F Sykon Capital Llc 268.071 18.521
2025-08-14 13F/A Skopos Labs, Inc. 5.520 381
2025-07-31 13F McCarthy Asset Management, Inc. 68.821 5,42 4.755 17,27
2025-08-07 13F Nwam Llc 7.255 0,00 501 11,33
2025-08-04 13F Continental Investors Services, Inc. 27.929 -1,05 1.930 10,35
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 107 0,00 7 16,67
2025-07-23 13F Peak Financial Management, Inc. 593.236 0,21 40.987 11,50
2025-08-14 13F Becker Capital Management Inc 5.558 0,00 384 11,30
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 545 0,00 38 12,12
2025-07-22 13F MBL Wealth, LLC 0 -100,00 0
2025-07-11 13F Annex Advisory Services, LLC 5.320 368
2025-07-18 13F Northstar Group, Inc. 107.322 8,01 7.415 20,16
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 8.616 38,19 595 53,75
2025-08-14 13F Glen Eagle Advisors, LLC 183 0,55 13 9,09
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 65.272 5,16 4.510 17,00
2025-07-30 13F Cullen/frost Bankers, Inc. 4.800 1.332,84 332 1.555,00
2025-08-14 13F DecisionPoint Financial, LLC 11.621 803
2025-07-25 13F Almanack Investment Partners, LLC. 19.537 1.350
2025-08-13 13F Dana Investment Advisors, Inc. 5.212 360
2025-07-09 13F Catalyst Private Wealth, Llc 103.880 20,89 7.177 34,50
2025-07-30 13F Studio Investment Management Llc 0 -100,00 0
2025-07-23 13F Madden Advisory Services, Inc. 76.288 0,67 5.271 11,98
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100,00 0
2025-07-16 13F Signaturefd, Llc 3.212.031 1,25 221.919 12,64
2025-07-31 13F 180 Wealth Advisors, Llc 7.680 9,06 531 21,00
2025-08-05 13F Huntington National Bank 5.126 149,68
2025-07-29 13F Signature Estate & Investment Advisors Llc 47.374 -1,97 3.273 9,06
2025-08-14 13F Talon Private Wealth, LLC 612 42
2025-08-07 13F/A Joseph Group Capital Management 300.630 0,10 20.771 11,36
2025-08-07 13F Birchcreek Wealth Management, LLC 9.114 -45,68 630 -39,58
2025-08-13 13F American Investment Services, Inc. 3.552 -2,84 245 7,93
2025-08-13 13F Tobias Financial Advisors, Inc. 3.402 2,44 235 14,08
2025-07-17 13F Prepared Retirement Institute LLC 3.972 -23,25 274 -14,64
2025-08-12 13F Waddell & Associates, Llc 46.556 -0,75 3.217 10,44
2025-07-22 13F Dougherty Wealth Advisers LLC 674 0,00 47 12,20
2025-08-05 13F Sigma Planning Corp 26.980 13,88 1.864 26,72
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 4.443 -7,82 307 2,34
2025-07-15 13F BCS Wealth Management 22.839 1,11 2 0,00
2025-07-17 13F Guyasuta Investment Advisors Inc 4.866 2,14 336 13,90
2025-08-04 13F Partners in Financial Planning 19.160 1,73 1.324 13,17
2025-08-14 13F Smartleaf Asset Management LLC 13.216 -28,19 911 -20,87
2025-04-22 13F Dopkins Wealth Management, Llc 0 -100,00 0
2025-07-18 13F Columbia Asset Management 27.692 -3,45 1.913 7,41
2025-07-30 13F Retirement Planning Group 32.411 0,45 2.239 11,78
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 6.076 -39,04 420 -32,20
2025-07-24 13F Bryant Woods Investment Advisors, LLC 14.817 0,00 1.024 11,20
2025-08-14 13F Note Advisors, LLC 5.686 -0,05 393 11,05
2025-04-16 13F IAG Wealth Partners, LLC 0 -100,00 0
2025-08-04 13F Kovack Advisors, Inc. 12.437 2,91 859 14,53
2025-07-17 13F Summit Financial Strategies, Inc. 2.972 205
2025-05-07 13F Spectrum Wealth Counsel, LLC 566 0,00 35 6,06
2025-08-06 13F S&t Bank/pa 31.517 0,00 2.178 11,24
2025-08-13 13F Transce3nd, LLC 1.053 0,00 74 14,06
2025-08-12 13F Laurel Wealth Advisors LLC 316.778 9.122,07 5 -98,12
2025-08-13 13F Truvestments Capital Llc 0 -100,00 0
2025-07-31 13F Buckingham Strategic Partners 241.641 -2,11 16.695 8,91
2025-07-17 13F Capital Insight Partners, Llc 40.652 -0,43 2.809 10,77
2025-08-11 13F Atlantic Private Wealth, LLC 100.458 4,33 6.941 16,07
2025-09-05 13F/A Prospera Capital Management, LLC 350.558 2,68 24.220 14,25
2025-08-08 13F Kingsview Wealth Management, LLC 8.255 24,92 570 39,02
2025-07-22 13F Berger Financial Group, Inc 12.617 -8,02 872 2,35
2025-08-12 13F Integrated Advisors Network LLC 15.126 2,93 1.045 14,58
2025-08-13 13F Solidarilty Wealth, LLC 7.191 0,00 497 11,21
2025-07-16 13F Evergreen Private Wealth LLC 0 -100,00 0
2025-08-08 13F ProVise Management Group, LLC 15.215 12,93 1.051 25,72
2025-07-07 13F First Citizens Financial Corp 7.802 -15,50 539 -5,93
2025-07-30 13F Forum Financial Management, LP 14.501 22,14 1.002 35,82
2025-05-29 13F Parkshore Wealth Management, Inc. 0 -100,00 0
2025-08-14 13F RBF Capital, LLC 40.000 -68,00 2.764 -64,40
2025-08-11 13F FSA Wealth Management LLC 1.147 -30,32 79 -22,55
2025-08-12 13F Eldridge Investment Advisors, Inc. 4.698 -1,14 325 9,83
2025-07-15 13F Pitti Group Wealth Management, LLC 17.429 2,32 1.204 13,91
2025-07-17 13F Applied Capital LLC 146.753 3,68 10.139 15,35
2025-07-30 13F D.a. Davidson & Co. 761.490 1,56 52.611 12,99
2025-07-31 13F Sage Mountain Advisors LLC 215.299 1,68 14.875 13,13
2025-07-14 13F Main Line Retirement Advisors, LLC 4.493 -48,30 310 -42,49
2025-08-08 13F Laurel Wealth Planning LLC 10.266 -1,34 709 9,75
2025-08-05 13F Cherry Tree Wealth Management, LLC 84.886 -0,28 5.865 10,93
2025-08-14 13F Obsidian Personal Planning Solutions LLC 5.396 8,81 373 17,72
2025-08-13 13F Allegheny Financial Group LTD 6.030 -28,06 417 -20,00
2025-07-18 13F Naples Global Advisors, Llc 8.114 -2,45 561 8,53
2025-07-23 13F Schrum Private Wealth Management LLC 3.245 0,40 224 12,00
2025-07-18 13F Magnolia Private Wealth, LLC 14.317 0,00 989 11,25
2025-08-14 13F Tennessee Valley Asset Management Partners 0 -100,00 0
2025-08-19 13F Newbridge Financial Services Group, Inc. 523 0,77 36 12,50
2025-07-29 13F Financial Symmetry Inc 37.771 -2,25 2.610 8,75
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 10.763 0,04 744 11,23
2025-07-29 13F Wingate Wealth Advisors, Inc. 27.125 0,04 1.874 11,35
2025-08-11 13F TD Waterhouse Canada Inc. 61.527 2,83 4.249 13,88
2025-08-13 13F Ofc Financial Planning, Llc 35.499 1,25 2.453 12,63
2025-08-13 13F Nicolet Bankshares Inc 24.918 24,47 1.722 38,46
2025-08-06 13F Wsfs Capital Management, Llc 8.449 0,00 584 11,26
2025-07-23 13F Woodside Wealth Management LLC 35.214 4,20 2.433 15,92
2025-08-14 13F Mercer Global Advisors Inc /adv 414.805 -9,03 28.659 1,21
2025-08-04 13F Cottage Street Advisors LLC 4.985 41,38 344 57,80
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 17.097 -4,62 1.181 6,11
2025-08-18 13F Pacific Center for Financial Services 19.915 -0,38 1.376 10,80
2025-08-07 13F Cypress Capital, LLC 161.840 42,79 11.182 58,87
2025-07-16 13F Magnus Financial Group LLC 6.405 9,41 442 21,76
2025-07-25 13F GFS Advisors, LLC 116.706 0,00 8.063 11,26
2025-04-29 13F Financial Network Wealth Management LLC 33.462 -1,85 2 0,00
2025-07-17 13F Northwest Wealth Management, Llc 5.110 -1,77 353 9,29
2025-08-27 13F Seneca Financial Advisors LLC 148.441 10.256
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 6.055 418
2025-08-12 13F Financial Advocates Investment Management 15.430 -1,21 1.066 10,01
2025-05-12 13F Aveo Capital Partners, LLC 0 -100,00 0
2025-08-12 13F Ames National Corp 74.768 -1,04 5.166 10,10
2025-07-31 13F Dodds Wealth, LLC 162.947 -2,13 11.258 8,89
2025-08-13 13F Global Endowment Management, LP 1.252.430 -5,92 86.530 4,67
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2025-07-29 13F Stordahl Capital Management, Inc. 3.304 228
2025-07-07 13F Kings Path Partners LLC 28 0,00 2 0,00
2025-08-07 13F Midwest Trust Co 11.057 764
2025-07-28 13F Bridges Investment Management Inc 7.658 -0,13 529 11,13
2025-08-18 13F/A Westwood Holdings Group Inc 7.202 2,16 498 13,73
2025-07-31 13F Leavell Investment Management, Inc. 95.093 -1,79 6.570 9,25
2025-08-11 13F Angeles Investment Advisors, LLC 4.144.223 1,42 286.324 12,84
2025-08-13 13F Valued Retirements, Inc. 0 -100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 560.574 11,24 38.730 23,77
2025-08-19 13F Asset Dedication, LLC 1.863 -35,49 129 -28,49
2025-08-08 13F VERITY Wealth Advisors 8.212 58,78 567 76,64
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 293 0,69 20 11,11
2025-07-14 13F Capstone Wealth Management, LLC 3.397 -35,01 235 -27,78
2025-07-29 13F Stratos Wealth Partners, LTD. 297.053 6,48 20.523 18,47
2025-08-14 13F Quantinno Capital Management LP 59.456 55,74 4.108 73,29
2025-08-13 13F B&D White Capital Company, LLC 115.062 -56,06 7.950 -51,11
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 283.396 14,05 19.580 29,83
2025-07-22 13F Macroview Investment Management Llc 14.454 2,34 999 13,80
2025-07-15 13F Garrett Investment Advisors LLC 75.434 52,74 5.212 69,96
2025-08-14 13F Financial Engines Advisors L.L.C. 28.145 -32,02 1.945 -24,35
2025-07-16 13F/A CX Institutional 1.645 0,00 0
2025-08-14 13F Helium Advisors LLC 3.986 275
2025-07-28 13F Verisail Partners, LLC 14.290 0,00 987 11,27
2025-07-24 13F Morton Brown Family Wealth, LLC 13.442 -0,33 929 10,87
2025-07-24 13F IFP Advisors, Inc 78.707 69,78 5.438 88,92
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 3.851 0,00 266 11,30
2025-07-17 13F San Luis Wealth Advisors LLC 91.104 6
2025-07-22 13F Kickstand Ventures, Llc. 2.908 201
2025-08-14 13F Financial Advisors Network, Inc. 25.428 6,13 1.757 18,09
2025-07-11 13F Mallini Complete Financial Planning LLC 192.292 1,36 13.285 12,77
2025-08-14 13F IHT Wealth Management, LLC 20.511 3,28 1.417 14,92
2025-08-12 13F Pathstone Holdings, LLC 468.646 12,86 32.379 25,56
2025-07-31 13F Brighton Jones Llc 115.153 5,36 7.956 17,21
2025-07-23 13F Country Club Bank /gfn 1.101.377 0,94 75.896 11,28
2025-08-15 13F Tower Research Capital LLC (TRC) 17 -71,19 1 -66,67
2025-08-12 13F FourThought Financial Partners, LLC 3.888 -16,30 269 -6,94
2025-07-14 13F Friday Financial 25.187 0,00 1.740 10,69
2025-08-04 13F BLB&B Advisors, LLC 17.688 13,96 1.222 26,90
2025-07-25 13F Cwm, Llc 41.624 -1,01 3 0,00
2025-08-05 13F Gibraltar Capital Management, Inc. 36.069 0,53 2.492 11,85
2025-07-18 13F Wetzel Investment Advisors, Inc. 184.268 -28,46 12.731 -20,40
2025-08-14 13F Ariel Investments, Llc 0 -100,00 0
2025-08-07 13F Prime Buchholz LLC 81.527 115,66 5.633 139,97
2025-07-18 13F Gold Investment Management Ltd. 41.372 0,72 2.859 12,12
2025-08-13 13F Milestone Investment Advisors LLC 15.538 1,86 1.073 13,31
2025-08-01 13F GoalVest Advisory LLC 3.602 0,00 249 11,21
2025-08-14 13F Wick Capital Partners, LLC 0 -100,00 0
2025-08-14 13F Cascades Capital Asset Management, LLC 1.479 102
2025-08-05 13F Tiaa Trust, National Association 74.681 5,67 5.160 17,57
2025-07-22 13F Red Door Wealth Management, LLC 16.087 3,82 1.111 15,49
2025-07-02 13F HBW Advisory Services LLC 15.261 76,35 1.054 96,28
2025-07-31 13F Pinnacle Wealth Management Group, Inc. 69.956 4,27 4.833 16,01
2025-08-13 13F Level Four Advisory Services, Llc 11.778 18,81 814 32,20
2025-07-25 13F MOKAN Wealth Management Inc. 4.100 0,71 283 12,30
2025-04-15 13F Noble Wealth Management PBC 73 0,00 5 0,00
2025-08-01 13F Financial Counselors Inc 0 -100,00 0
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0
2025-08-13 13F BCJ Capital Management, LLC 31.951 -0,33 2.207 10,90
2025-08-13 13F Crescent Grove Advisors, LLC 48.586 0,03 3.357 11,27
2025-09-04 13F/A Advisor Group Holdings, Inc. 1.749.681 6,88 120.898 18,91
2025-07-23 13F WoodTrust Financial Corp 0 -100,00 0
2025-07-18 13F Northeast Financial Group, Inc. 3.285 -6,62 227 3,67
2025-07-15 13F MCF Advisors LLC 8.934 -32,10 617 -24,48
2025-07-30 13F Eqis Capital Management, Inc. 12.909 12,68 892 25,32
2025-08-06 13F/A Flagship Private Wealth, LLC 3.739 0,73 258 12,17
2025-08-06 13F Chancellor Financial Group WB LP 3.693 255
2025-08-07 13F Aegis Wealth Management LLC 15.818 0,00 982 0,00
2025-08-14 13F Modern Wealth Management, LLC 109.850 1.185,25 7.590 1.331,89
2025-08-14 13F Sunbelt Securities, Inc. 360 21
2025-07-22 13F Clarius Group, LLC 19.539 -6,21 1.350 4,33
2025-07-22 13F Wealthcare Advisory Partners LLC 20.246 58,17 1.399 76,07
2025-07-31 13F Aspen Capital Management, LLC 3.545 0,00 245 10,91
2025-07-22 13F Miracle Mile Advisors, LLC 69.961 -5,77 4.834 4,84
2025-08-06 13F Rialto Wealth Management, LLC 360 24,57 25 41,18
2025-08-11 13F Culbertson A N & Co Inc 32.360 -0,57 2.236 10,59
2025-08-07 13F Summit X, LLC 19.102 100,00 1.320 122,43
2025-07-21 13F Ascent Group, LLC 12.674 71,06 876 90,22
2025-07-14 13F Foster Group, Inc. 4.831 0,12 334 11,37
2025-08-04 13F Arkadios Wealth Advisors 85.621 11,84 5.916 24,42
2025-08-12 13F NFP Retirement, Inc. 44.724 0,89 3.090 12,25
2025-08-14 13F NCM Capital Management, LLC 4.192 0,00 290 11,15
2025-07-16 13F Novem Group 19.501 -3,37 1.347 7,50
2025-08-13 13F Aufman Associates Inc 14.335 0,72 990 12,12
2025-07-30 13F Bleakley Financial Group, LLC 12.990 1,13 897 12,55
2025-07-25 13F Libra Wealth Llc 5.118 0,00 354 11,36
2025-08-12 13F Fairscale Capital, LLC 1.376 411,52 94 487,50
2025-07-29 13F DeDora Capital, Inc. 8.017 554
2025-08-13 13F M&t Bank Corp 36.674 -2,10 2.534 8,90
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-08-14 13F CoreFirst Bank & Trust 2.430 168
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 3.305 0,00 228 8,57
2025-08-11 13F United Capital Financial Advisers, Llc 4.981 15,78 344 28,84
2025-07-10 13F American Financial Advisors, LLC 5.373 371
2025-08-06 13F Atlantic Union Bankshares Corp 20 1
2025-07-21 13F Ameritas Advisory Services, LLC 3.603 -29,37 249 -20,51
2025-08-06 13F Atlas Legacy Advisors, LLC 52.467 -1,19 3.625 9,92
2025-08-13 13F Ally Invest Advisors Inc. 5.492 -9,25 379 1,07
2025-07-15 13F Maseco Llp 9.054 626
2025-07-23 13F 1 North Wealth Services Llc 0 -100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 1.710.919 -4,82 118.207 5,90
2025-08-14 13F Navigoe, LLC 9 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 6.425 -1,15 444 9,93
2025-07-29 13F Balboa Wealth Partners 5.064 4,33 350 15,95
2025-08-14 13F Sterling Wealth Management, Inc. 65.878 -2,26 4.552 14,58
2025-08-13 13F Colonial Trust Advisors 7.240 0,00 500 11,36
2025-07-31 13F WFA Asset Management Corp 0 -100,00 0
2025-08-14 13F Arete Wealth Advisors, LLC 29.660 -4,71 2 100,00
2025-08-06 13F Cloud Capital Management, LLC 0 -100,00 0
2025-08-08 13F Advisors Capital Management, LLC 7.737 535
2025-07-16 13F Tru Independence Asset Management 2, Llc 0 -100,00 0
2025-07-24 13F Eastern Bank 2.887 428,75 199 503,03
2025-08-05 13F W.G. Shaheen & Associates DBA Whitney & Co 0 -100,00 0
2025-08-12 13F Martin Worley Group 137.209 5,71 9.480 17,61
2025-07-28 13F Morris Financial Concepts, Inc. 6.609 -74,98 457 -72,20
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100,00 0 -100,00
2025-08-13 13F Wrenne Financial Planning LLC 156.008 10,37 10.779 22,80
2025-08-11 13F Brown Brothers Harriman & Co 5.955 -2,46 411 8,44
2025-07-18 13F Nabity-Jensen Investment Management Inc 14.715 -0,15 1.017 11,04
2025-05-02 13F Napatree Capital Llc 5.525 -1,43 343 3,94
2025-08-07 13F 49 Wealth Management, Llc 5.568 2,07 385 13,61
2025-08-14 13F Jupiter Wealth Management LLC 9.865 0,00 705 6,99
2025-07-14 13F Sellwood Investment Partners LLC 162.562 6,63 11.231 18,63
2025-07-21 13F Qrg Capital Management, Inc. 5.177 358
2025-07-11 13F LongView Wealth Management 3.068 212
2025-07-17 13F Fifth Third Securities, Inc. 41.318 -0,59 2.855 10,58
2025-08-07 13F Kestra Private Wealth Services, Llc 164.257 477,11 11.349 542,22
2025-06-03 13F/A First National Bank Of Omaha 3.707 7,17 230 15,00
2025-07-03 13F Fiduciary Financial Group, Llc 12.901 -0,08 892 18,17
2025-04-25 13F Perissos Private Wealth Management, LLC 0 -100,00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 10.343 1,34 715 12,80
2025-07-25 13F Ellis Investment Partners, LLC 12.754 2,76 881 14,42
2025-07-31 13F Leelyn Smith, LLC 41.705 3,36 2.881 15,01
2025-04-18 13F Wolf Group Capital Advisors 45.608 2.832
2025-05-02 13F Transcendent Capital Group LLC 0 -100,00 0
2025-07-22 13F Aspire Private Capital, LLC 11.496 -1,34 794 9,82
2025-07-22 13F DAVENPORT & Co LLC 34.825 26,53 2.406 40,78
2025-08-12 13F Weik Capital Management 16.605 -0,09 1.147 11,14
2025-07-10 13F Cypress Point Wealth Management, LLC 35.891 0,00 2.480 11,27
2025-07-17 13F Lazari Capital Management, Inc. 3.845 266
2025-07-31 13F Silver Oak Advisory Group, Inc. 88.307 0,68 6 20,00
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 214.949 35.311,70 15
2025-07-17 13F Oak Family Advisors, Llc 4.825 -23,72 333 -15,05
2025-08-11 13F Howard Wealth Management, Llc 28.634 0,37 1.978 11,69
2025-08-04 13F Simon Quick Advisors, Llc 29.128 2.012
2025-07-15 13F Regatta Capital Group, Llc 11.352 73,23 784 93,10
2025-07-25 13F Carl Stuart Investment Advisor, Inc 341.227 3,50 23.575 15,16
2025-07-25 13F Evolution Advisers, Inc. 8.843 0,00 1
2025-07-29 13F Monument Group Wealth Advisors, LLC 5.216 0,00 360 11,46
2025-07-30 13F Lionsbridge Wealth Management LLC 20.358 86,48 1.407 107,68
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1.843 127
2025-07-09 13F Bowman & Co S.C. 7.033 0,73 486 12,01
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-07-30 13F Whittier Trust Co Of Nevada Inc 477 0,00 33 10,34
2025-08-14 13F Kovitz Investment Group Partners, LLC 114.745 8,26 7.928 20,45
2025-08-14 13F Quantum Capital Management, LLC / NJ 862 -2,49 60 9,26
2025-08-14 13F Ruane, Cunniff & Goldfarb L.P. 4.662 13,13 322 26,27
2025-08-14 13F Treasure Coast Financial Planning 3.050 -18,73 211 -9,87
2025-07-17 13F Fiduciary Advisors, Inc. 119.653 -7,18 8.267 3,26
2025-08-28 13F/A Tolleson Wealth Management, Inc. 15.771 -6,16 1.090 4,41
2025-07-03 13F Garde Capital, Inc. 4.236 9,49 293 21,67
2025-08-12 13F Sky-mountain Capital Management, Inc. 13.591 -22,94 954 -12,88
2025-04-28 13F Fedenia Advisers LLC 0 -100,00 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 8.464 0,11 585 11,24
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 14.858 -58,76 1.027 -54,14
2025-07-28 13F Harbour Investments, Inc. 263.446 17,78 18.201 31,04
2025-08-08 13F Blankinship & Foster, LLC 18.863 2,64 1.303 14,20
2025-07-21 13F Sageworth Trust Co 4.149.816 21,36 286.711 35,02
2025-08-19 13F National Asset Management, Inc. 56.675 342,32 3.916 418,54
2025-07-31 13F Curio Wealth, Llc 1.140 37.900,00 79 16,42
2025-07-18 13F Sicart Associates LLC 39.326 -0,38 2.717 10,85
2025-07-28 13F RCS Financial Planning, LLC 2.994 207
2025-07-30 13F Klingman & Associates, LLC 9.033 0,17 624 11,43
2025-08-12 13F Archer Investment Corp 21.119 -2,10 1.459 8,96
2025-08-11 13F Diversified Portfolios, Inc. 12.826 4,53 886 16,43
2025-04-15 13F Orgel Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Cardiff Park Advisors, Llc 134.810 8,94 9.314 21,20
2025-08-05 13F Lincoln National Corp 1.430.993 98.867
2025-08-13 13F SageView Advisory Group, LLC 93.656 0,24 6.516 12,29
2025-08-05 13F Bank Of Montreal /can/ 180.386 26,07 12.463 40,26
2025-07-15 13F North Star Investment Management Corp. 51.286 11,94 3.543 24,53
2025-08-14 13F Clarity Capital Advisors, LLC 103.929 28,16 7.180 42,60
2025-07-02 13F Central Pacific Bank - Trust Division 80.368 -22,01 5.553 -13,22
2025-08-14 13F Lebenthal Global Advisors, LLC 11.314 -0,72 782 10,47
2025-07-23 13F Proffitt & Goodson Inc 52.707 11,45 3.642 24,01
2025-08-11 13F Beta Wealth Group, Inc. 0 -100,00 0
2025-07-28 13F CGC Financial Services, LLC 1.027 44,24 71 59,09
2025-07-15 13F Family Wealth Partners, Llc 26.831 -7,50 1.854 2,89
2025-07-22 13F Capital City Trust Co/fl 15.922 7,12 1.100 19,18
2025-08-06 13F Strategic Financial Partners, Ltd. 9.726 -4,36 672 6,50
2025-07-17 13F Cairn Investment Group, Inc. 308.109 3,17 21 16,67
2025-07-25 13F Investment Advisory Group, LLC 22.745 6,44 1.571 18,39
2025-08-13 13F Annandale Capital, LLC 5.700 0,00 0
2025-08-12 13F JMG Financial Group, Ltd. 8.422 2,74 582 14,15
2025-08-13 13F Continuum Advisory, LLC 40.179 -3,86 2.776 6,94
2025-07-23 13F Prime Capital Investment Advisors, LLC 163.593 2,14 11.303 13,63
2025-07-21 13F Precedent Wealth Partners, Llc 2.896 200
2025-08-06 13F Grey Fox Wealth Advisors, LLC 3.089 -18,62 213 -9,36
2025-08-11 13F EMC Capital Management 302 0
2025-08-15 13F WealthCollab, LLC 197.740 -9,20 13.662 1,02
2025-08-11 13F CFS Investment Advisory Services, LLC 7.397 -3,13 1
2025-08-13 13F StoneX Group Inc. 15.508 2,46 1.071 14,06
2025-07-16 13F Register Financial Advisors LLC 95.097 4,30 6.570 16,04
2025-08-12 13F PSI Advisors, LLC 0 -100,00 0
2025-07-14 13F CRA Financial Services, LLC 7.345 2,77 507 14,45
2025-08-12 13F Mustico Financial Group, Inc. 4.640 323
2025-08-12 13F Journey Strategic Wealth Llc 4.173 -33,12 288 -25,58
2025-07-25 13F Van Strum & Towne Inc. 24.137 320,14 1.668 368,26
2025-07-15 13F Graypoint LLC 7.307 6,87 505 18,87
2025-07-30 13F Advantage Trust Co 156 0,00 11 11,11
2025-07-31 13F CVA Family Office, LLC 1.908 0,00 132 11,02
2025-07-09 13F Breakwater Investment Management 239.102 1,75 16.520 13,21
2025-08-11 13F CBIZ Investment Advisory Services, LLC 1.129 0,00 78 11,43
2025-08-13 13F Sepio Capital, LP 5.226 0,42 361 11,76
2025-08-13 13F Per Stirling Capital Management, LLC. 3.408 0,71 235 11,90
2025-07-31 13F Manuka Financial, LLC 415.879 2,82 28.762 14,50
2025-07-09 13F Sawyer & Company, Inc 1.069 0,75 0
2025-07-29 13F Roof Eidam & Maycock/adv 39.695 -14,08 2.743 -4,43
2025-08-01 13F Pasadena Private Wealth, LLC 9.137 -28,53 631 -20,43
2025-08-08 13F Hudock, Inc. 15.003 228,58 1.037 266,08
2025-08-13 13F Russell Investments Group, Ltd. 995 2,79 69 13,33
2025-07-17 13F Vermillion Wealth Management, Inc. 8.677 25,77 599 39,95
2025-07-22 13F Bay Harbor Wealth Management, LLC 238 0,00 16 14,29
2025-08-14 13F Tudor Investment Corp Et Al 21.952 450,31 1.517 513,77
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 3.011 208
2025-07-14 13F Gridiron Partners, LLC 19.427 0,00 1.342 11,28
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 4.230 292
2025-07-23 13F Beaumont Asset Management, L.L.C. 3.497 -82,53 242 -80,61
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 383 0,00 26 13,04
2025-04-25 13F Washington Trust Advisors, Inc. 0 -100,00 0 -100,00
2025-07-15 13F Family Investment Center, Inc. 35.352 -3,22 2.443 7,67
2025-08-25 13F/A Neuberger Berman Group LLC 17.520 1,11 1.210 12,45
2025-07-28 13F RFG Advisory, LLC 3.551 -62,11 245 -57,83
2025-08-14 13F C M Bidwell & Associates Ltd 7.314 60,61 505 79,08
2025-08-14 13F Wimmer Associates 1, Llc 5.195 0,00 359 4,99
2025-07-09 13F VisionPoint Advisory Group, LLC 4.110 284
2025-07-31 13F Prudent Man Advisors, LLC 68.229 70,79 4.714 90,04
2025-07-22 13F SOL Capital Management CO 95.308 19,58 7 50,00
2025-07-30 13F Exencial Wealth Advisors, Llc 152.155 4,12 10.512 15,85
2025-07-31 13F Topsail Wealth Management, LLC 613.670 -0,64 42.398 10,55
2025-08-12 13F RiverFront Investment Group, LLC 4.034 279
2025-08-12 13F Twin Focus Capital Partners, Llc 59.722 0,00 4.126 11,27
2025-07-21 13F Riverview Trust Co 6.215 0,00 429 11,43
2025-08-14 13F Coastal Bridge Advisors, LLC 9.002 622
2025-07-25 13F Community Bank, N.A. 3.999 19,84 276 33,33
2025-07-16 13F Beaumont Financial Advisors, LLC 5.538 0,00 383 11,37
2025-07-17 13F Patton Albertson Miller Group, Llc 3.663 5,29 253 17,13
2025-08-07 13F Parkside Financial Bank & Trust 59.742 27,81 4.128 42,21
2025-08-07 13F Retirement Investment Advisors, Inc. 27.223 -1,06 1.881 10,07
2025-07-03 13F Whitcomb & Hess, Inc. 7.473 0,00 516 11,21
2025-07-14 13F Sowell Financial Services LLC 8.482 5,73 586 17,67
2025-07-14 13F Farmers & Merchants Investments Inc 201 0,00 14 8,33
2025-07-15 13F Boyd Wealth Management, LLC 8.476 0,00 586 11,22
2025-08-27 13F/A Squarepoint Ops LLC 31.254 132,15 2.159 158,25
2025-08-04 13F FRG Family Wealth Advisors LLC 5.113 0,00 353 11,36
2025-08-08 13F CWS Financial Advisors, LLC 178.132 3,18 12.307 14,79
2025-08-11 13F Bradley Foster & Sargent Inc/ct 5.520 381
2025-08-11 13F Rothschild Investment Llc 15.470 -21,63 1.069 -12,82
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 88.838 5,05 6.138 16,87
2025-07-14 13F S.A. Mason LLC 7.160 0,00 495 11,26
2025-07-01 13F Kera Capital Partners, Inc. 8.061 -20,50 557 -11,61
2025-04-10 13F Presilium Private Wealth, Llc 0 -100,00 0
2025-07-22 13F Unique Wealth, Llc 4.498 -17,90 311 -8,82
2025-08-13 13F Serenus Wealth Advisors, LLC 31.031 -5,30 2.144 5,36
2025-07-30 13F Principle Wealth Partners Llc 49.358 0,00 3.410 11,26
2025-08-12 13F Ade, Llc 129.928 2,75 8.977 14,31
2025-08-04 13F Creative Financial Designs Inc /adv 3.982 5,32 275 17,52
2025-07-29 13F Fundamentun, Llc 11.366 -0,11 785 11,19
2025-07-14 13F Pacifica Partners Inc. 1.263 0,64 87 14,47
2025-08-05 13F Hills Bank & Trust Co 30.294 -0,85 2.093 10,33
2025-04-11 13F Piscataqua Savings Bank 0 -100,00 0
2025-07-24 13F Brandywine Oak Private Wealth Llc 36.697 0,06 2.535 11,33
2025-08-11 13F First American Financial Corp 1.790.405 0,00 123.699 11,26
2025-07-14 13F Brady Martz Wealth Solutions, LLC 35.256 -5,68 2.436 4,91
2025-08-06 13F North Capital, Inc. 21.073 -2,77 1.456 8,18
2025-08-07 13F Summit Asset Management, LLC 7.385 0,00 510 11,35
2025-08-12 13F Park Square Financial Group, LLC 89 0,00 6 20,00
2025-05-15 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2025-07-29 13F Stephens Inc /ar/ 11.859 109,41 819 133,33
2025-07-30 13F Clune & Associates, Ltd. 126.955 9,60 8.771 21,94
2025-08-08 13F Family Firm, Inc. 0 -100,00 0
2025-07-17 13F Nova R Wealth, Inc. 4.113 -5,12 284 5,58
2025-08-13 13F Fiduciary Group LLC 62.806 -2,60 4.339 8,37
2025-08-08 13F Emerald Investment Partners, Llc 3.054 -8,12 211 1,94
2025-08-14 13F Van Eck Associates Corp 327 14,74 0
2025-07-15 13F Beacon Financial Planning, Inc 4.102 -8,11 283 2,17
2025-08-12 13F AlphaCore Capital LLC 75.327 622,98 5.204 704,33
2025-08-18 13F/A National Bank Of Canada /fi/ 2.670 55,32 184 73,58
2025-07-21 13F Fortis Capital Advisors, LLC 25.494 1.761
2025-08-14 13F Bnp Paribas Arbitrage, Sa 371.270 166,23 25.651 196,20
2025-08-08 13F Altfest L J & Co Inc 10.081 0,02 697 11,36
2025-08-12 13F Absolute Capital Management, LLC 18.952 8,28 1.309 20,53
2025-07-17 13F Smith Chas P & Associates Pa Cpas 44.586 10,45 3.080 22,91
2025-07-08 13F FF Advisors,LLC 3.130 0,00 216 6,93
2025-04-29 13F Callan Capital, LLC 54.140 0,27 3.362 5,69
2025-07-14 13F Opal Wealth Advisors, LLC 458 -34,48 32 -27,91
2025-08-04 13F Jim Saulnier & Associates, Llc 4.229 292
2025-07-28 13F Cushing Capital Partners, LLC 44.796 -0,52 3.095 10,66
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 4.655 8,10 322 20,22
2025-08-11 13F M Wealth Management, LLC 117.714 0,28 8.133 11,57
2025-05-13 13F Soltis Investment Advisors LLC 0 -100,00 0
2025-04-10 13F Salvus Wealth Management, LLC 0 -100,00 0
2025-07-14 13F Cherrydale Wealth Management, Llc 227.109 6,15 15.691 18,09
2025-07-28 13F BRYN MAWR TRUST Co 32.026 -87,32 2.213 -85,90
2025-08-08 13F Avantax Advisory Services, Inc. 173.690 10,16 12.000 22,56
2025-07-21 13F Quent Capital, LLC 8.968 0,00 620 11,33
2025-08-06 13F Csenge Advisory Group 27.156 -10,98 1.818 -2,83
2025-07-09 13F Hardin Capital Partners, LLC 23.140 10,15 1.599 22,62
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 5.443 376
2025-07-18 13F Pure Financial Advisors, Inc. 8.112 62,05 560 80,65
2025-08-08 13F Altiora Financial Group, LLC 86.825 9,51 5.999 21,84
2025-07-23 13F Sax Wealth Advisors, Llc 18.115 13,82 1.252 26,62
2025-08-15 13F First Heartland Consultants, Inc. 97.256 74,70 6.719 94,36
2025-08-14 13F Paradigm Capital Management, LLC/NV 3.000 0
2025-08-05 13F Dunhill Financial, LLC 1.344 93
2025-07-31 13F BIP Wealth, LLC 3.144 -38,38 217 -31,33
2025-07-18 13F PBMares Wealth Management LLC 5.376 -17,76 371 -8,40
2025-04-30 13F Sofos Investments, Inc. 0 -100,00 0
2025-08-14 13F Icon Wealth Advisors, LLC 10.540 0,73 728 12,17
2025-08-12 13F Archvest Wealth Advisors, Inc. 3.685 1,04 255 12,39
2025-07-25 13F Sovereign Financial Group, Inc. 5.221 -3,76 361 7,14
2025-08-04 13F AMG National Trust Bank 712.922 2,76 49.256 14,33
2025-08-14 13F Hurley Capital, LLC 14.669 -2,00 1.013 9,04
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 33.384 -89,33 2.307 -88,13
2025-07-25 13F Ruedi Wealth Management, Inc. 0 -100,00 0
2025-07-21 13F Sageworth Trust Co of South Dakota 151.964 79,81 10.499 100,06
2025-08-14 13F Qube Research & Technologies Ltd 3.572 247
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 74.011 4,72 5.113 10,27
2025-07-08 13F Legacy Private Trust Co. 374.210 -0,93 25.854 10,22
2025-05-13 13F Claudia M.p. Batlle, Crp (r) Llc 0 -100,00 0
2025-08-14 13F Pennington Partners & Co., Llc 3.094 214
2025-05-15 13F/A Orion Portfolio Solutions, LLC 16.306 96,25 1.013 106,95
2025-04-23 13F Sunesis Advisors, LLC 142.393 -0,06 8.843 5,32
2025-08-13 13F Wellspring Financial Advisors, LLC 2.933.385 0,00 2.933 0,00
2025-08-14 13F Synovus Financial Corp 288.308 19.919
2025-05-01 13F Lane & Associates LLC 3.923 -4,60 244 -2,80
2025-08-12 13F LPL Financial LLC 3.407.876 9,39 235.450 21,71
2025-07-21 13F Intrinsic Value Partners, LLC 14.017 27,69 968 42,14
2025-07-25 13F Hemington Wealth Management 280.781 -4,10 19 5,56
2025-07-18 13F SOA Wealth Advisors, LLC. 1.377 80,95 95 102,13
2025-08-07 13F Clarity Wealth Advisors, LLC 207.763 4,92 14.354 16,74
2025-08-11 13F Cornerstone Planning Group LLC 123 0,00 9 14,29
2025-07-30 13F EnRich Financial Partners LLC 4.623 5,38 319 17,28
2025-08-13 13F VestGen Advisors, LLC 6.086 -35,34 420 -28,08
2025-08-14 13F Cura Wealth Advisors, Llc 7.235 -5,24 500 5,27
2025-07-15 13F Forte Capital Llc /adv 7.221 -21,26 499 -12,48
2025-08-13 13F RIA Advisory Group LLC 2.915 -22,43 201 -13,73
2025-08-12 13F Asset Management Group, Inc. 9.171 0,70 634 12,04
2025-08-13 13F Jones Financial Companies Lllp 192.761 26,76 13.284 39,75
2025-04-22 13F Cantor Fitzgerald Investment Adviser L.p. 0 -100,00 0
2025-07-10 13F Sovran Advisors, LLC 5.099 44,00 352 62,21
2025-08-15 13F CI Private Wealth, LLC 4.679.976 79,38 1.717.677 960,21
2025-08-14 13F Federation des caisses Desjardins du Quebec 9.838 10,07 680 22,34
2025-08-14 13F Bragg Financial Advisors, Inc 425.514 -2,73 29.399 8,22
2025-07-16 13F Old North State Wealth Management, LLC 12.034 0,72 832 11,99
2025-07-25 13F St. Louis Trust Co 1.120.508 7,48 77.416 19,58
2025-07-16 13F Gradient Capital Advisors, LLC 62.437 -3,81 4.314 7,00
2025-08-12 13F Cornerstone Wealth Management, LLC 233.288 -1,17 16.118 9,95
2025-05-14 13F Flow Traders U.s. Llc 0 -100,00 0
2025-07-24 13F Papp L Roy & Associates 3.766 0,91 260 12,55
2025-07-15 13F Oregon Pacific Wealth Management, LLC 6.981 -18,17 482 -8,88
2025-08-11 13F Tidemark, LLC 929 0,11 64 12,28
2025-07-22 13F Tandem Investment Partners LLC 82.461 1,67 5.697 13,13
2025-08-04 13F Silver Coast Investments LLC 6.963 1,72 481 13,18
2025-07-15 13F Missouri Trust & Investment Co 90 0,00 6 20,00
2025-08-04 13F Atria Investments Llc 163.265 3,41 11.280 15,06
2025-07-18 13F RKL Wealth Management LLC 14.337 6,54 991 18,56
2025-07-29 13F Goldstein Advisors, LLC 8.781 28,32 607 42,92
2025-07-30 13F Sloy Dahl & Holst, LLC 6.511 4,48 450 16,02
2025-07-31 13F LJI Wealth Management, LLC 5.279 55,22 365 72,51
2025-08-07 13F Axiom International Investors Llc /de 23.800 -25,62 1.644 -17,26
2025-08-14 13F Greenline Partners, LLC 510.857 16,57 35.295 29,70
2025-07-14 13F Park Avenue Securities Llc 36.670 3
2025-08-08 13F Fortis Group Advisors, LLC 73 0,00 5 25,00
2025-07-28 13F IFG Advisors, LLC 3.778 -3,72 261 7,41
2025-08-12 13F YANKCOM Partnership 823 0,00 57 9,80
2025-08-08 13F Flaharty Asset Management, LLC 11 0,00 1
2025-04-28 NP MPAY - Akros Monthly Payout ETF 902 -6,04 56 -6,78
2025-08-13 13F Capital Analysts, Inc. 1.761 -47,62 0
2025-07-09 13F Bank of New Hampshire 1.390 0,00 96 11,63
2025-07-22 13F Grimes & Company, Inc. 9.673 668
2025-05-05 13F Financial Advisory Service, Inc. 0 -100,00 0 -100,00
2025-08-14 13F GWM Advisors LLC 186.460 38,06 12.882 53,59
2025-08-07 13F BHK Investment Advisors, LLC 3.350 0,00 231 11,06
2025-08-06 13F First Horizon Advisors, Inc. 140.275 0,67 9.692 12,00
2025-07-18 13F PFG Investments, LLC 9.900 -7,88 684 2,40
2025-08-14 13F Diversify Wealth Management, Llc 4.567 -7,06 324 3,18
2025-08-01 13F Equita Financial Network, Inc. 9.122 -92,43 630 -91,58
2025-08-14 13F Old Mission Capital Llc 0 -100,00 0
2025-08-11 13F Citigroup Inc 9.138 -0,01 631 11,29
2025-07-22 13F Iron Horse Wealth Management, LLC 62 0,00 4 33,33
2025-07-07 13F LBJ Family Wealth Advisors, Ltd. 6.502 0,00 0
2025-07-15 13F Hall Laurie J Trustee 16.629 13,59 1.149 26,29
2025-07-21 13F Successful Portfolios LLC 24.897 5,17 1.720 17,01
2025-08-14 13F Alliancebernstein L.p. 1.291.995 -0,74 89.264 10,43
2025-07-08 13F Parallel Advisors, LLC 114.273 -0,47 7.895 10,67
2025-07-16 13F Flower City Capital 8.894 -0,06 614 11,23
2025-08-04 13F Flagship Harbor Advisors, Llc 72.550 -4,61 5.012 6,12
2025-08-08 13F Foundations Investment Advisors, LLC 101.052 1,05 6.982 12,42
2025-08-11 13F Estate Counselors, LLC 480.690 7.945,02 33.211 8.851,48
2025-08-13 13F Oxler Private Wealth LLC 7.902 -0,95 546 10,10
2025-07-22 13F Romano Brothers And Company 4.006 0,00 277 11,29
2025-08-27 13F/A Brinker Capital Investments, LLC 17.960 10,14 1.241 22,53
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 3.073.670 7,13 213.589 19,88
2025-08-08 13F Wrapmanager Inc 4.183 0,00 289 11,58
2025-08-12 13F Pfc Capital Group, Inc. 3.284 0
2025-07-21 13F 25 Llc 622.840 3,06 43.032 14,66
2025-05-07 13F Vista Private Wealth Partners. LLC 0 -100,00 0
2025-07-31 13F Oppenheimer & Co Inc 135.738 36,22 9.378 51,55
2025-08-12 13F O'shaughnessy Asset Management, Llc 29.881 115,79 2.064 140,28
2025-07-11 13F Diversified Trust Co 172.540 1,03 11.921 12,40
2025-07-18 13F Citrine Capital LLC 5.165 0,00 357 11,25
2025-07-22 13F Sage Financial Group Inc 7.291 -4,53 504 6,12
2025-08-07 13F Addison Advisors LLC 4.502 36,63 311 52,45
2025-07-09 13F Breakwater Capital Group 5.549 -1,12 383 10,06
2025-08-12 13F McGrath & Associates, Inc. 3.278 226
2025-07-21 13F Barrett & Company, Inc. 950 0,00 66 12,07
2025-07-23 13F Trueblood Wealth Management, LLC 16.015 8,75 1.106 21,01
2025-07-25 13F Gordian Advisors LLC 107.136 -1,12 7.402 10,02
2025-07-30 NP ENDW - Cambria Endowment Style ETF 370 25
2025-08-08 13F Glassman Wealth Services 29.205 0,06 2.018 11,31
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-07-31 13F 3EDGE Asset Management, LP 1.569.678 11,12 108.407 23,54
2025-07-11 13F Farther Finance Advisors, LLC 63.888 -11,83 4.414 -2,17
2025-07-30 13F Caliber Wealth Management, LLC / KS 64.852 2,88 4.481 14,46
2025-07-16 13F Stephenson National Bank & Trust 1.299 0,00 90 11,25
2025-08-07 13F Vista Investment Partners Ii, Llc 13.978 -11,06 966 -1,03
2025-08-12 13F Osborne Partners Capital Management, Llc 5.350 370
2025-08-13 13F Silphium Asset Management Ltd 409.500 28.292
2025-08-06 13F Nicholas Hoffman & Company, LLC. 129.604 1,02 8.954 12,40
2025-08-12 13F Kaye Capital Management 98.730 -3,07 6.821 7,84
2025-08-11 13F Keyes, Stange & Wooten Wealth Management, LLC 7.446 -3,81 514 7,08
2025-08-14 13F TCG Advisory Services, LLC 6.309 17,64 436 30,63
2025-07-25 13F M3 Advisory Group, LLC 16.123 0,84 1.114 12,20
2025-07-09 13F Chesley Taft & Associates LLC 7.555 12,43 522 24,94
2025-07-15 13F Well Done, LLC 3.322 230
2025-07-15 13F Norden Group Llc 12.873 21,49 889 35,11
2025-07-22 13F Alta Wealth Advisors LLC 28.986 97,28 2.003 119,52
2025-08-14 13F Hara Capital LLC 700 0,00 48 11,63
2025-08-05 13F GPS Wealth Strategies Group, LLC 279 0,36 19 11,76
2025-05-15 13F Rise Advisors, LLC 0 -100,00 0
2025-07-23 13F Roundview Capital LLC 95.114 3,32 6.571 14,96
2025-04-15 13F Transform Wealth, LLC 12.742 21,01 791 27,58
2025-08-14 13F Heritage Wealth Management, Inc. 3.331 0,00 230 11,65
2025-04-22 13F Rappaport Reiches Capital Management, LLC 5.319 1,94 330 7,49
2025-08-11 13F Empirical Finance, LLC 57.025 10,38 3.940 22,79
2025-08-14 13F Bbr Partners, Llc 49.939 0,05 3.450 11,33
2025-08-07 13F Efficient Advisors, LLC 640.489 -5,38 44.251 5,27
2025-07-14 13F Maryland Capital Advisors Inc. 619 -23,30 43 -16,00
2025-07-10 13F Brooklyn FI, LLC 214.132 18,10 14.794 31,40
2025-08-07 13F CENTRAL TRUST Co 1.076 6,01 74 17,46
2025-07-21 13F HighMark Wealth Management LLC 960 31,33 66 46,67
2025-07-11 13F Prosperity Planning, Inc. 8.209 -4,32 567 6,58
2025-07-25 13F Lodestar Private Asset Management Llc 3.139 217
2025-08-04 13F Mayflower Financial Advisors, LLC 29.674 -0,87 2.050 10,33
2025-07-22 13F Gemmer Asset Management LLC 3.638 251
2025-07-24 13F Thompson Investment Management, Inc. 85 0,00 6 0,00
2025-08-06 13F Geometric Wealth Advisors 7.659 -16,43 529 -7,03
2025-08-06 13F Vestmark Advisory Solutions, Inc. 3.248.576 110,64 224.444 134,35
2025-08-05 13F Bridgewater Advisors Inc. 19.233 8,24 1.337 17,80
2025-07-31 13F Hartford Financial Management Inc. 528 36
2025-08-18 13F/A Kestra Investment Management, LLC 5.894 407
2025-08-14 13F Benjamin Edwards Inc 12.035 31,36 832 46,30
2025-07-14 13F Rooted Wealth Advisors, Inc. 9.635 7,22 665 28,68
2025-07-31 13F AlTi Global, Inc. 5.183 0,00 358 11,53
2025-08-14 13F Snowden Capital Advisors LLC 4.523 4,38 313 15,99
2025-08-14 13F Aqr Capital Management Llc 51.555 107,38 3.562 130,78
2025-08-12 13F Coston, McIsaac & Partners 1.176 0,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 57.320 87,10 3.960 108,20
2025-07-10 13F High Net Worth Advisory Group LLC 8.632 59,38 597 77,38
2025-08-12 13F Running Point Capital Advisors, LLC 7.978 33,30 551 48,52
2025-08-15 13F Morgan Stanley 11.357.540 14,71 784.692 27,63
2025-08-11 13F Bell Investment Advisors, Inc 2.142 1,71 148 13,08
2025-08-14 13F Toroso Investments, LLC 1.463.993 -0,16 101.147 11,08
2025-07-22 13F DT Investment Partners, LLC 18.371 -15,26 1.269 -5,72
2025-08-14 13F Graney & King, LLC 34.979 -0,45 2.417 10,77
2025-07-18 13F Cooper Financial Group 30.634 0,76 2.117 12,14
2025-08-11 13F Novak & Powell Financial Services, Inc. 9.282 0,00 641 11,28
2025-08-13 13F Boston Family Office Llc 31.729 1,82 2 100,00
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0 -100,00
2025-07-10 13F Charter Oak Capital Management, LLC 1.393.877 8,18 96.303 20,36
2025-07-09 13F GSG Advisors LLC 92.788 3,27 6.411 19,93
2025-07-29 13F Level Wealth Management LLC 7.056 -2,35 487 8,71
2025-08-07 13F Montag A & Associates Inc 583 -91,19 40 -90,27
2025-07-15 13F Genesis Wealth Advisors, LLC 175.993 4,64 12.159 16,42
2025-08-14 13F NorthLanding Financial Partners, LLC 18.942 0,73 1.309 12,08
2025-07-25 13F Iron Financial, LLC 21.046 0,49 1.454 11,85
2025-07-24 13F Beacon Bridge Wealth Partners, LLC 12.097 -1,38 836 9,72
2025-08-05 13F Crestwood Advisors Group LLC 4.791 3,01 331 14,93
2025-08-08 13F Hartland & Co., LLC 52.737 44,54 3.644 60,84
2025-07-16 13F Wealth Group Ltd 11.084 -21,77 766 -13,07
2025-08-01 13F FSA Advisors, Inc. 2.897 -74,08 200 -71,18
2025-07-23 13F Eagle Rock Investment Company, Llc 0 -100,00 0
2025-07-31 13F Kathleen S. Wright Associates Inc. 23.575 20,32 1.629 33,88
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100,00 0
2025-07-15 13F Smith & Howard Wealth Management, LLC 45.821 0,00 3.166 11,25
2025-08-07 13F Tillman Hartley LLC 4.106 0,00 284 11,42
2025-08-08 13F Capital Investment Advisory Services, LLC 32.276 -1,35 2.230 9,75
2025-08-01 13F Advisory Alpha, LLC 11.857 32,42 819 47,30
2025-08-08 13F Cetera Investment Advisers 6.577.072 26,40 454.410 40,63
2025-08-12 13F OneAscent Financial Services LLC 185.958 -33,68 13 -29,41
2025-08-14 13F Coyle Financial Counsel LLC 93.305 -4,49 6.446 6,26
2025-07-18 13F Impact Capital Partners LLC 7.566 43,49 523 59,63
2025-07-10 13F YHB Investment Advisors, Inc. 5.617 60,44 388 78,80
2025-07-24 13F KFA Private Wealth Group, LLC 28.297 0,05 1.955 11,33
2025-08-13 13F Johnson Financial Group, Inc. 12.242 -2,86 846 8,06
2025-08-14 13F Susquehanna International Group, Llp Call 71.200 -29,15 4.919 -21,18
2025-08-14 13F Susquehanna International Group, Llp Put 128.400 44,43 8.871 60,71
2025-07-28 13F Wealthspan Partners, Llc 0 -100,00 0 -100,00
2025-07-24 13F WMG Financial Advisors, LLC 20.127 0,32 1.391 11,65
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 45.100 8,85 3.116 21,06
2025-08-08 13F IMA Wealth, Inc. 353.448 -0,92 24.411 10,23
2025-07-17 13F Willow Creek Wealth Management Inc. 7.778 537
2025-08-28 NP EDGI - 3EDGE Dynamic International Equity ETF 215.436 213,86 14.884 249,23
2025-07-17 13F Genesis Private Wealth, Llc 68.762 4,41 4.751 16,17
2025-08-13 13F Standpoint Asset Management, LLC 615.000 -15,83 42.490 -6,36
2025-07-28 13F Chesapeake Wealth Management 7.343 -2,50 507 8,57
2025-07-18 13F TABR Capital Management, LLC 185.675 786,45 12.828 886,77
2025-08-07 13F Roberts Glore & Co Inc /il/ 14.451 11,80 998 24,44
2025-08-12 13F Minot DeBlois Advisors LLC 736 51
2025-07-30 13F Capital Wealth Alliance, LLC 12.448 -0,38 860 10,82
2025-07-21 13F/A Abacus Planning Group, Inc. 456.554 -0,98 31.543 10,17
2025-07-31 13F Opes Wealth Management LLC 3.257 225
2025-08-14 13F Connecticut Wealth Management, LLC 465.038 -8,78 32.129 1,48
2025-08-08 13F Tortoise Investment Management, LLC 17.728 23,99 1.225 37,99
2025-08-11 13F Independent Advisor Alliance 70.593 22,40 4.877 36,19
2025-07-23 13F Independent Solutions Wealth Management, LLC 4.811 0,00 332 11,41
2025-07-15 13F DSG Capital Advisors, LLC 26.269 1.815
2025-08-14 13F Vernal Point Advisors, LLC 44.202 -1,47 3.054 9,62
2025-07-18 13F Truist Financial Corp 231.885 42,53 16.021 58,57
2025-07-14 13F Golden State Equity Partners 2.909 201
2025-08-12 13F Legacy Financial Group, Inc. 3.014 208
2025-08-14 13F Mission Creek Capital Partners, Inc. 4.551 -0,20 314 10,95
2025-08-14 13F/A Rockefeller Capital Management L.P. 607.206 0,05 41.952 11,32
2025-07-23 13F Seamount Financial Group Inc 8.399 2,15 580 13,73
2025-05-06 13F Proficio Capital Partners LLC 0 -100,00 0
2025-07-10 13F Fortress Wealth Management, Inc. 10.484 0,00 724 11,21
2025-07-29 13F Regions Financial Corp 19.195 2,89 1.326 14,51
2025-08-14 13F Kmt Wealth Management, Llc 129.571 0,00 8.952 11,26
2025-07-24 13F Greenwood Gearhart Inc 917.572 10,41 63.395 22,83
2025-07-16 13F Diversified Enterprises, LLC 0 -100,00 0
2025-07-17 13F Gleason Group, Inc. 1.118.929 52,32 77.307 69,47
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 121.827 2,59 8.416 14,12
2025-08-14 13F SWAN Capital LLC 728 50
2025-07-07 13F Investors Research Corp 103 -89,30 7 -88,14
2025-08-11 13F Heritage Wealth Advisors 3.609 0,28 249 11,66
2025-08-13 13F Mayfair Advisory Group, LLC 6.924 0,58 488 14,05
2025-08-12 13F Auxano Advisors, LLC 15.026 0,70 1.038 12,10
2025-07-10 13F Arbor Wealth Advisors LLC 313.113 6,34 21.633 18,31
2025-07-23 13F Winthrop Advisory Group LLC 110.905 866,49 7.662 976,12
2025-08-14 13F Sentinus, LLC 12.688 877
2025-08-06 13F Drystone LLC 250.670 3,52 17.319 15,17
2025-08-01 13F Anson Capital, Inc. 5.680 0,69 392 12,00
2025-07-25 13F Hobbs Group Advisors, LLC 5.564 0,07 384 11,30
2025-05-07 13F First National Advisers, LLC 0 -100,00 0
2025-07-25 13F LRI Investments, LLC 20.843 3,29 1.440 14,92
2025-08-14 13F Archetype Wealth Partners 13.241 -2,93 1
2025-08-11 13F Teachers Insurance & Annuity Association Of America 1.209 0,00 84 10,67
2025-07-25 13F PrairieView Partners, LLC 254 0,00 0
2025-08-07 13F Tfo-tdc, Llc 64.151 0,00 4.432 11,27
2025-07-25 13F Verdence Capital Advisors LLC 17.257 0,09 1.192 11,40
2025-08-15 13F Provenance Wealth Advisors, LLC 679.646 3,08 46.957 14,68
2025-07-17 13F Scott & Selber, Inc. 75.541 0,00 5 25,00
2025-08-13 13F Independent Family Office, LLC 15.774 0,00 1.090 11,24
2025-08-14 13F Citadel Advisors Llc Call 26.100 23,11 1.803 37,01
2025-07-17 13F Oakworth Capital, Inc. 1.754 0,00 121 12,04
2025-08-14 13F Citadel Advisors Llc 8.457 584
2025-08-14 13F Citadel Advisors Llc Put 37.900 -3,81 2.619 7,03
2025-08-11 13F Avantax Planning Partners, Inc. 479.200 13,10 33.108 25,83
2025-08-06 13F Souders Financial Advisors 532.757 2,46 36.808 13,99
2025-08-05 13F American Capital Advisory, LLC 72 0,00 5 0,00
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 271.724 -48,47 18.773 -42,67
2025-08-14 13F Mariner, LLC 479.586 3,26 33.135 14,88
2025-07-18 13F Centricity Wealth Management, LLC 12.202 1,94 843 13,46
2025-08-14 13F Raymond James Financial Inc 2.716.749 1,81 187.700 13,27
2025-07-16 13F Dakota Wealth Management 575.147 4,47 39.737 16,23
2025-08-13 13F Townsquare Capital Llc 7.619 -96,65 526 -96,28
2025-07-15 13F Bfsg, Llc 112.068 8,00 7.743 20,14
2025-08-12 13F Cynosure Management, Llc 32.126 4,90 2.220 16,73
2025-07-24 13F Cyndeo Wealth Partners, LLC 18.399 0,00 1.271 11,30
2025-08-13 13F RFP Financial Group LLC 26.494 0,63 1.830 11,93
2025-07-16 13F Newton One Investments LLC 6 0,00 0
2025-08-05 13F Freestone Capital Holdings, LLC 6.935 -3,96 479 6,92
2025-05-09 13F Associated Banc-corp 0 -100,00 0
2025-07-29 13F Harbor Asset Planning, Inc. 436 30
2025-08-13 13F Raab & Moskowitz Asset Management LLC 25.056 80,09 1.731 100,58
2025-08-14 13F Peapack Gladstone Financial Corp 3.213 0
2025-07-18 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2025-07-30 13F Rehmann Capital Advisory Group 7.028 -3,51 486 7,30
2025-07-07 13F Peterson Wealth Advisors, LLC 11.643 0,00 804 23,69
2025-07-23 13F Traphagen Investment Advisors Llc 10.183 139,66 704 167,30
2025-08-13 13F GeoWealth Management, LLC 609.765 -6,78 42.129 3,71
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 9.806 5,91 678 17,74
2025-08-15 13F North Ridge Wealth Advisors, Inc. 155 0,00 11 11,11
2025-05-13 13F FineMark National Bank & Trust 0 -100,00 0
2025-08-04 13F Roble, Belko & Company, Inc 736.497 -2,17 51 8,70
2025-08-05 13F Tsfg, Llc 6.986 -11,60 0
2025-08-08 13F Accredited Investors Inc. 43.601 46,28 3.012 62,81
2025-08-13 13F Northern Trust Corp 111.595 146,00 7.710 173,70
2025-08-05 13F Strategic Financial Concepts, LLC 7.565 -83,05 523 -81,16
2025-08-11 13F Landaas & Co /wi /adv 3.723 -17,47 257 -8,21
2025-08-14 13F Atomi Financial Group, Inc. 16.733 77,14 1.156 97,27
2025-05-08 13F Foster & Motley Inc 0 -100,00 0
2025-08-01 13F Austin Private Wealth, LLC 10.084 -3,50 697 7,41
2025-07-31 13F Briaud Financial Planning, Inc 351 0,00 0
2025-07-08 13F/A Salem Investment Counselors Inc 1.556 0,00 108 11,46
2025-08-13 13F Rinkey Investments 6.204 429
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 310.248 12,91 21.435 25,62
2025-08-12 13F Global Retirement Partners, LLC 46.509 15,46 3.213 35,40
2025-08-07 13F Blackhawk Capital Partners LLC. 2.963 205
2025-07-21 13F Financial Architects, LLC 72.515 -8,49 5.010 1,81
2025-08-13 13F Miramar Capital, LLC 3.009 208
2025-07-09 13F Fermata Advisors, LLC 8.333 -14,91 576 -5,43
2025-08-13 13F 1832 Asset Management L.P. 3.000 207
2025-04-15 13F Wealthcare Capital Management Llc 0 -100,00 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 17.646 32,10 1.253 53,62
2025-07-10 13F Wedmont Private Capital 80.962 4,25 5.617 20,48
2025-08-14 13F Principal Street Partners, LLC 157.378 146,77 10.873 174,57
2025-08-11 13F Conquis Financial Llc 2.281 0,00 158 11,35
2025-07-08 13F Baker Ellis Asset Management LLC 3.300 0,00 228 11,27
2025-07-29 13F Shelter Mutual Insurance Co 314.823 0,00 21.751 11,26
2025-07-08 13F Nbc Securities, Inc. 4.224 3,78 0
2025-08-06 13F Shade Tree Advisors LLC 168.828 3,45 11.664 15,10
2025-07-21 13F Curran Financial Partners, LLC 235.626 12,20 16.279 24,83
2025-07-17 13F David Kennon Inc 220.811 -17,78 15.256 -8,53
2025-07-17 13F HB Wealth Management, LLC 6.418.158 8,78 443.430 21,70
2025-08-20 13F Forefront Wealth Partners, LLC 0 -100,00 0
2025-07-23 13F Cohen Investment Advisors LLC 3.575 2,06 247 13,36
2025-07-14 13F Abound Wealth Management 47 -76,14 3 -75,00
2025-08-12 13F FreeGulliver LLC 16.764 6,11 1.158 18,04
2025-08-12 13F Winnow Wealth Llc 0 -100,00 0 -100,00
2025-08-01 13F SwitchPoint Financial Planning, LLC 27.588 0,00 1.906 11,27
2025-08-14 13F Ssi Investment Management Llc 190.921 -14,63 13.191 -5,02
2025-08-14 13F Integrated Wealth Concepts LLC 201.461 13,36 13.919 26,11
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 22.083 1,75 1.371 137.000,00
2025-08-13 13F Cresset Asset Management, LLC 437.738 -4,19 30.243 6,59
2025-08-14 13F Destination Wealth Management 3.550 0,00 245 11,36
2025-08-27 13F/A Putney Financial Group LLC 142 0,00 10 12,50
2025-08-07 13F Allen Investment Management LLC 486.689 0,12 33.625 11,39
2025-08-14 13F Essential Planning, LLC. 12.442 -13,81 860 -4,13
2025-07-07 13F OMNI 360 Wealth, Inc. 3.009 208
2025-08-11 13F VSM Wealth Advisory, LLC 4.077 90,96 300 127,27
2025-07-21 13F Ameriflex Group, Inc. 6.212 -0,91 426 9,51
2025-07-24 13F PDS Planning, Inc 3.186 220
2025-08-06 13F/A Headland Capital, LLC 55.288 -3,88 3.820 6,94
2025-08-01 13F Gwn Securities Inc. 39.086 19,63 2.712 30,46
2025-07-28 13F Kiker Wealth Management, LLC 1.780 123
2025-07-07 13F Aletheian Wealth Advisors LLC 6.475 447
2025-07-03 13F Collective Family Office Llc 29.585 3,27 2.044 14,90
2025-08-05 13F Verity Asset Management, Inc. 42.138 -53,39 2.911 -48,14
2025-07-15 13F Farrell Financial LLC 3.320 229
2025-08-08 13F Nixon Peabody Trust Co 19.641 -2,91 1.357 7,96
2025-08-05 13F Mission Wealth Management, Lp 32.179 -4,49 2.223 6,26
2025-07-10 13F Hurlow Wealth Management Group, Inc. 4.372 -5,04 302 5,96
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class 1.430.993 98.867
2025-08-08 13F Atlantic Trust, LLC 24.265 1,74 1.676 13,17
2025-08-06 13F Tradewinds, LLC. 0 -100,00 0
2025-07-29 13F Private Trust Co Na 26.309 45,25 1.818 61,65
2025-07-23 13F Secured Retirement Advisors, Llc 11.589 -3,02 801 7,82
2025-07-31 13F Waldron Private Wealth LLC 26.836 -4,04 1.854 6,80
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 54.540 6,78 3.765 21,42
2025-08-13 13F MONECO Advisors, LLC 3.191 220
2025-08-11 13F Mosaic Family Wealth Partners, Llc 9.622 0,71 665 11,97
2025-08-14 13F/A Barclays Plc 197.149 0,00 14 8,33
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 50.655 0,00 3.500 11,26
2025-08-29 13F Centaurus Financial, Inc. 1.774 -1,66 0
2025-08-15 13F Orcam Financial Group 66.397 1,45 4.587 12,87
2025-07-16 13F Traveka Wealth, LLC 11.354 -0,42 784 10,73
2025-08-05 13F Retirement Financial Solutions, Llc 15.744 -1,64 1.088 9,36
2025-08-14 13F IPG Investment Advisors LLC 3.720 257
2025-07-25 13F Apollon Wealth Management, LLC 6.244 -8,93 431 1,41
2025-07-22 13F Warwick Investment Management, Inc. 69.416 -18,26 4.796 -9,07
2025-07-25 13F Midwest Capital Advisors, LLC 4.257 0,00 294 11,36
2025-07-15 13F Lynch & Associates/in 39.770 4,02 2.748 15,71
2025-07-15 13F Oak Wealth Advisors LLC 8.613 17,95 595 31,35
2025-08-14 13F Stifel Financial Corp 935.647 -1,08 64.644 10,05
2025-08-11 13F Principal Securities, Inc. 19.881 35,76 1.374 59,28
2025-07-09 13F O'Brien Wealth Partners LLC 39.603 0,00 2.736 11,26
2025-07-16 13F Tenret Co LLC 153.619 57,91 10.614 75,68
2025-05-15 13F Proquility Private Wealth Partners, LLC 0 -100,00 0
2025-08-04 13F Northwest Financial Advisors 6.652 0,00 460 11,14
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 2.296 0,00 159 11,27
2025-05-09 13F Wade Financial Advisory, Inc 4.193 0,00 260 5,26
2025-07-29 13F Private Wealth Management Group, LLC 0 -100,00 0
2025-07-18 13F Liberty Capital Management, Inc. 15.411 7,24 1.065 19,28
2025-07-22 13F Olistico Wealth, LLC 1.611 0,00 111 11,00
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 78.887 -10,18 5.450 -0,07
2025-07-22 13F Apexium Financial, Lp 8.863 26,54 612 41,01
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 784 54
2025-08-08 13F Citizens Financial Group Inc/ri 7.499 5,65 518 17,73
2025-08-11 13F Aptus Capital Advisors, LLC 100.666 4,46 6.955 16,23
2025-08-14 13F BTG Pactual Asset Management US LLC 3.849 1,16 266 12,29
2025-08-13 13F Consultiva Wealth Management, Corp. 31.205 -3,20 2.156 7,70
2025-08-08 13F Thoroughbred Financial Services, Llc 15.736 -14,91 1 0,00
2025-08-01 13F Fire Capital Management LLC 46.589 42,97 3.219 59,07
2025-08-01 13F First Command Advisory Services, Inc. 19.689 -22,80 1.360 -14,09
2025-07-15 13F SJS Investment Consulting Inc. 11.000 83,33 760 104,03
2025-07-29 13F SAM Advisors, LLC 734.577 1,94 50.752 13,41
2025-08-14 13F Two Sigma Securities, Llc 4.588 317
2025-07-23 13F Joel Isaacson & Co., LLC 388.074 50,40 26.812 67,33
2025-07-15 13F Ridgecrest Wealth Partners, Llc 3.117 215
2025-08-14 13F First Manhattan Co 24.439 18,56 1.688 31,88
2025-08-13 13F Gibson Wealth Advisors LLC 221.101 -1,41 15.276 9,69
2025-08-13 13F Gibbs Wealth Management 4.982 344
2025-07-07 13F Global Wealth Strategies & Associates 0 -100,00 0
2025-08-11 13F Regal Investment Advisors LLC 20.689 85,32 1.429 106,20
2025-07-30 13F First Citizens Bank & Trust Co 0 -100,00 0
2025-08-11 13F NewEdge Wealth, LLC 56.027 19,00 3.934 34,55
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 13.000 0,00 898 11,28
2025-08-11 13F Insight 2811, Inc. 4.017 0,00 278 11,24
2025-07-25 13F Northwest Capital Management Inc 1 -99,73 0 -100,00
2025-07-29 13F Mb, Levis & Associates, Llc 20 0,00 1 0,00
2025-07-17 13F Global Trust Asset Management, LLC 12.301 -12,15 850 -2,30
2025-08-27 13F Cypress Capital Advisors, LLC 116.824 43,87 8.071 60,08
2025-07-11 13F SILVER OAK SECURITIES, Inc 77.596 2,20 5.361 12,96
2025-08-08 13F OmniStar Financial Group, Inc. 40.613 -1,87 2.806 8,97
2025-07-17 13F Greenhouse Wealth Management, LLC 86.847 7,30 5.999 19,31
2025-08-14 13F Fmr Llc 465.001 8,41 32.127 20,62
2025-08-12 13F BlackRock, Inc. 527.241 -12,36 36.427 -2,49
2025-07-22 13F/A Elser Financial Planning, Inc 5.410 0,00 374 11,34
2025-07-14 13F Ridgewood Investments LLC 621 0,00 43 10,53
2025-07-22 13F Davidson Kahn Capital Management, LLC 8.914 638
2025-08-13 13F JBR Co Financial Management Inc 3.890 0,00 269 11,20
2025-07-16 13F Cahaba Wealth Management, Inc. 502.935 2,17 34.748 13,66
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 4.491 0,00 310 11,51
2025-08-01 13F JDH Wealth Management, LLC 7.880 0,00 544 11,25
2025-08-13 13F Brown Advisory Inc 116.657 2,95 8.060 14,54
2025-08-14 13F Royal Bank Of Canada 4.040.425 27,01 279.152 41,30
2025-08-13 13F Everstar Asset Management, LLC 30.438 -5,30 2.103 5,36
2025-07-25 13F Joel Adams & Associates, Inc. 51.855 -0,26 3.583 10,97
2025-07-29 13F Creekside Partners 24.084 6,37 1.664 18,28
2025-07-17 13F First County Bank /CT/ 0 -100,00 0
2025-07-10 13F NorthCrest Asset Manangement, LLC 37.823 -3,85 2.628 7,62
2025-07-24 13F Jfs Wealth Advisors, Llc 65.079 16,38 4.496 29,49
2025-08-01 13F Transcend Wealth Collective, Llc 6.756 49,87 467 67,03
2025-08-14 13F Aperture Investors, LLC 339.093 -8,64 23.428 1,64
2025-07-24 13F Robertson Stephens Wealth Management, LLC 33.150 57,42 2.290 75,21
2025-08-11 13F Mosaic Advisors LLC 307.923 -7,68 21.274 2,71
2025-08-06 13F Nvwm, Llc 30.399 -0,36 2.100 10,88
2025-08-14 13F Janus Henderson Group Plc 2.330.013 0,00 160.981 10,53
2025-08-11 13F Rockbridge Investment Management, LCC 30.575 -0,45 2.112 10,75
2025-07-17 13F Flywheel Private Wealth LLC 15.158 103,46 1.047 126,62
2025-08-12 13F New World Advisors LLC 4.903 0,00 339 11,18
2025-08-05 13F WorthPointe, LLC 5.017 0,00 347 11,25
2025-08-05 13F Plante Moran Financial Advisors, LLC 1.856 0,00 128 11,30
2025-08-13 13F Options Solutions, Llc 3.006 208
2025-04-29 13F Hm Payson & Co 491 -86,92 30 -86,43
2025-07-16 13F Prairiewood Capital, LLC 6.412 0,00 443 11,31
2025-08-14 13F Glenmede Investment Management, LP 101.172 6.990
2025-07-30 13F Towneley Capital Management, Inc / DE 812.868 -5,35 56.161 5,30
2025-07-08 13F Arlington Trust Co LLC 23.068 -12,01 1.594 -2,15
2025-08-05 13F Everest Management Corp. 41.625 19,12 2.876 32,49
2025-08-06 13F Aspect Partners, LLC 3.760 0,00 260 11,16
2025-08-01 13F Rossby Financial, LCC 6.498 1,09 449 10,07
2025-08-07 13F Traynor Capital Management, Inc. 22.459 3,50 1.552 15,22
2025-08-04 13F Spire Wealth Management 59.143 16,35 4.086 29,47
2025-08-13 13F Shepherd Financial Partners LLC 62.299 16,21 4.304 29,29
2025-08-12 13F CFC Planning Co LLC 3.799 262
2025-07-21 13F New Century Financial Group, LLC 0 -100,00 0
2025-08-07 13F Evoke Wealth, Llc 82.173 43,18 5.677 59,29
2025-08-05 13F Carson Advisory Inc. 10.219 0,00 706 11,36
2025-07-09 13F Dynamic Advisor Solutions LLC 26.435 5,45 1.826 17,35
2025-08-14 13F Group One Trading, L.p. 0 -100,00 0
2025-08-12 13F Insigneo Advisory Services, Llc 52.098 2,45 3.599 14,00
2025-07-15 13F Mather Group, Llc. 53.181 27,89 3.674 42,29
2025-07-10 13F Stonekeep Investments, LLC 13.428 0,00 928 11,28
2025-08-07 13F Fonville Wealth Management LLC 20.824 10,85 1.439 20,74
2025-08-18 13F Second Line Capital, LLC 8.614 0,12 595 11,42
2025-08-14 13F Boston Private Wealth Llc 3.187 220
2025-08-11 13F TRUE Private Wealth Advisors 6.983 -90,00 482 -88,89
2025-07-16 13F Kiley Juergens Wealth Management, Llc 16.652 44,29 1.150 60,61
2025-07-09 13F Massmutual Trust Co Fsb/adv 739 51
2025-08-12 13F Pettyjohn, Wood & White, Inc 10.275 1,48 710 12,90
2025-07-24 13F Financial Connections Group, Inc. 18.977 96,43 1
2025-08-13 13F Lido Advisors, LLC 60.355 37,86 4.170 53,38
2025-08-11 13F Mill Creek Capital Advisors, LLC 511.778 2,92 35.359 14,51
2025-08-15 13F Strategic Investment Advisors / MI 4.249 294
2025-07-29 13F Koshinski Asset Management, Inc. 9.100 55,93 629 73,48
2025-07-31 13F Wealthfront Advisers Llc 296.909 26,49 20.513 40,73
2025-08-07 13F Cahill Financial Advisors Inc 7.008 0,24 484 11,52
2025-08-14 13F Hilltop Holdings Inc. 28.062 1,21 1.939 12,61
2025-08-06 13F Modera Wealth Management, LLC 41.999 41,24 2.902 57,15
2025-07-18 13F TruNorth Capital Management, LLC 96 -96,08 7 -96,05
2025-07-30 13F Fairway Wealth LLC 2.732 93,62 189 116,09
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 18.781 -4,97 1.302 4,41
2025-07-15 13F Financial Management Professionals, Inc. 957 66
2025-08-06 13F Round Rock Advisors, LLC 0 -100,00 0
2025-04-21 13F ORG Wealth Partners, LLC 0 -100,00 0
2025-07-24 13F Etesian Wealth Advisors, Inc. 16.825 -12,26 1.162 -2,35
2025-08-07 13F Brio Consultants, LLC 108.794 -2,46 7.517 8,52
2025-04-11 13F Davis Capital Management 823 0,00 51 6,25
2025-08-06 13F O'Dell Group, LLC 0 -100,00 0
2025-05-08 13F Sound View Wealth Advisors Group, LLC 0 -100,00 0
2025-08-15 13F Captrust Financial Advisors 1.369.256 -3,97 94.602 6,84
2025-07-22 13F Rockingstone Advisors LLC 2.900 200
2025-08-14 13F Marquette Associates, Inc. 8.807 0,00 608 11,36
2025-07-17 13F Melfa Wealth Management, Llc 12.418 0,35 858 11,59
2025-07-17 13F Mustard Seed Financial, LLC 83.289 -1,18 5.754 9,94
2025-07-31 13F FSA Investment Group, LLC 20.043 10,62 1.385 23,02
2025-07-15 13F Fort Henry Capital, LLC 36.596 2,23 2.528 13,77
2025-08-15 13F Brooks, Moore & Associates, Inc. 10.306 0,00 706 10,16
2025-08-08 13F Empower Advisory Group, LLC 13.680 -26,24 945 -17,90
2025-07-09 13F Sapient Capital Llc 17.552 26,27 1.213 40,44
2025-07-09 13F OLIO Financial Planning 23.428 -4,60 1.619 6,17
2025-07-31 13F United Community Bank 5.948 -1,98 411 9,04
2025-08-12 13F North Star Asset Management Inc 3.548 5,19 245 17,22
2025-07-23 13F Optas, LLC 126.694 -50,00 8.753 -44,37
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 394 0,77 27 12,50
2025-08-04 13F Human Investing LLC 31.072 4,40 2.147 16,13
2025-07-25 13F SPC Financial, Inc. 5.215 0,00 360 11,46
2025-08-05 13F Financial Sense Advisors, Inc. 0 -100,00 0
2025-08-11 13F Root Financial Partners, LLC 164.721 -5,62 11.381 5,00
2025-08-13 13F Safe Harbor Fiduciary, LLC 73 5
2025-08-06 13F Savant Capital, LLC 1.567.889 106,09 108.325 129,29
2025-08-08 13F Truepoint, Inc. 38.625 -2,47 2.669 8,50
2025-07-14 13F Painted Porch Advisors LLC 146 0,69 10 25,00
2025-08-14 13F CIBC World Markets Inc. 23.423 1.618
2025-08-14 13F Aberdeen Wealth Management LLC 38.210 0,00 2.640 11,26
2025-07-29 13F Kraft, Davis & Associates, LLC 5.087 1,92 354 13,87
2025-08-13 13F Nicolet Advisory Services, Llc 5.734 -1,90 391 14,66
2025-07-31 13F CNB Bank 1.175 81
2025-08-08 13F TD Capital Management LLC 68.863 1,91 4.758 13,37
2025-08-13 13F Financial Freedom, LLC 3.686 5,74 255 17,59
2025-08-01 13F Envestnet Asset Management Inc 12.554.381 -0,62 867.382 10,57
2025-07-21 13F Warner Financial, Inc 68.672 9,97 5 33,33
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 0 -100,00 0
2025-08-06 13F Wedbush Securities Inc 26.676 41,25 2 0,00
2025-08-04 13F Keybank National Association/oh 81.965 372,99 5.663 426,21
2025-07-16 13F Essex Financial Services, Inc. 36.957 3,72 2.553 15,42
2025-08-06 13F Commonwealth Equity Services, Llc 989.700 5,62 68 17,24
2025-05-12 13F Sandy Spring Bank 20 0,00 1 0,00
2025-08-08 13F Sittner & Nelson, Llc 7.612 24,40 526 38,16
2025-08-18 13F Geneos Wealth Management Inc. 13.265 19,86 917 33,33
2025-08-06 13F AE Wealth Management LLC 34.015 1,56 2.350 13,04
2025-07-17 13F XY Planning Network, Inc. 55.998 338,27 3.869 387,77
2025-08-06 13F SNS Financial Group, LLC 3.248 224
2025-08-11 13F Theory Financial Llc 76.505 80,16 5.238 98,63
2025-08-05 13F Inlet Private Wealth, LLC 3.762 0,00 260 11,16
2025-08-14 13F RMB Capital Management, LLC 32.816 2.267
2025-07-10 13F Fulton Bank, N.a. 12.675 0,00 876 11,18
2025-08-07 13F Mayport, Llc 67.713 23,77 4.678 37,71
2025-05-15 13F Blue Chip Partners, Inc. 0 -100,00 0 -100,00
2025-07-17 13F New Covenant Trust Company, N.A. 189.939 34,41 12.756 44,40
2025-08-19 13F Cape Investment Advisory, Inc. 330 0,00 23 10,00
2025-07-11 13F Caldwell Securities, Inc 803 7,79 55 19,57
2025-08-05 13F Bank of New York Mellon Corp 52.882 40,52 3.654 56,31
2025-07-25 13F Meritage Portfolio Management 8.391 21,47 580 35,28
2025-08-08 13F Security Financial Services, INC. 2.948 204
2025-04-28 13F Pinnacle Financial Partners Inc 23.792 1,20 1.436 -1,71
2025-07-28 13F Fairman Group, LLC 2.969 5,62 205 24,24
2025-08-13 13F Capital World Investors 0 -100,00 0
2025-08-04 13F Evergreen Wealth Management, LLC 4.570 -1,78 316 9,38
2025-08-07 13F Alpha Cubed Investments, LLC 220.185 8,42 15.213 20,62
2025-04-30 13F Rock Point Advisors, LLC 0 -100,00 0
2025-07-25 13F Hazlett, Burt & Watson, Inc. 54 0
2025-05-15 13F Glenmede Trust Co Na 66.326 9,78 4.119 15,67
2025-07-10 13F Western Pacific Wealth Management, LP 5.000 0,00 345 11,29
2025-08-08 13F Avalon Trust Co 41.577 66,31 2.873 85,05
2025-08-13 13F WCG Wealth Advisors LLC 16.120 82,15 1.114 143,54
2025-08-14 13F Main Street Financial Solutions, LLC 68.124 70,17 4.707 89,30
2025-07-14 13F Avalon Advisory Group 34.614 -0,07 2.391 11,16
2025-08-18 13F Wolverine Trading, Llc Call 0 -100,00 0
2025-08-14 13F FC Advisory LLC 12.877 16,35 890 29,40
2025-07-29 13F International Assets Investment Management, Llc 4.417 -9,26 305 0,99
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 -100,00 0
2025-05-12 13F Capital International Investors 0 -100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 172.901 -50,92 11.972 -45,28
2025-07-09 13F First Bank & Trust 8.587 0,00 593 11,26
2025-08-19 13F Advisory Services Network, LLC 113.834 73,86 7.794 91,69
2025-08-14 13F Gotham Asset Management, LLC 67.513 -61,55 4.664 -57,22
2025-07-11 13F Busey Wealth Management 3.143 217
2025-07-31 13F Hoge Financial Services, Llc 4.271 9,79 295 22,41
2025-07-10 13F Sunflower Bank, N.A. 438.873 -24,36 30.322 -15,85
2025-07-17 13F Peoples Financial Services Corp. 13.223 -43,06 914 -36,69
2025-07-14 13F Signature Securities Group Corporation 32.324 1,39 2.233 12,83
2025-07-25 13F Concurrent Investment Advisors, LLC 19.697 1.361
2025-08-11 13F Wescott Financial Advisory Group, LLC 100.802 9,58 6.964 21,92
2025-07-22 13F Rocky Mountain Advisers, Llc 128 0,00 9 14,29
2025-07-24 13F Leo Wealth, LLC 45.741 8,82 3.160 21,07
2025-07-30 13F Brookstone Capital Management 51.119 5,85 3.532 17,74
2025-08-08 13F SBI Securities Co., Ltd. 43.438 -50,98 3.001 -45,46
2025-07-21 13F Ntv Asset Management Llc 12.142 42,66 839 58,71
2025-08-04 13F AlphaStar Capital Management, LLC 7.191 497
2025-07-21 13F Family CFO Inc 272.089 -2,46 18.799 8,51
2025-07-24 13F Von Berge Wealth Management Group, LLC 32.128 11,15 2.243 22,64
2025-08-08 13F Wall Street Access Asset Management, LLC 7.720 0,00 533 11,27
2025-07-22 13F Brown Miller Wealth Management, LLC 5.039 0,00 348 11,54
2025-07-17 13F SC&H Financial Advisors, Inc. 15.518 -1,26 1.072 9,95
2025-08-12 13F Clearbridge Investments, LLC 4.245 -8,61 293 1,74
2025-08-14 13F Williams Jones Wealth Management, LLC. 3.493 -1,41 241 9,55
2025-07-11 13F Trinity Wealth Management, LLC 22.111 125,16 1.528 150,74
2025-07-25 13F Apollon Financial, LLC 22.121 0,05 1.528 11,37
2025-08-04 13F Pinnacle Associates Ltd 73.843 -5,57 5.102 5,05
2025-07-17 13F Lakewood Asset Management LLC 6.457 0,72 446 12,06
2025-07-28 13F Mutual Advisors, LLC 13.959 4,60 984 16,33
2025-07-17 13F Mattern Wealth Management LLC 3.498 0,00 242 11,06
2025-07-22 13F D.B. Root & Company, LLC 4.328 299
2025-07-15 13F James J. Burns & Company, LLC 552.247 -2,03 38.155 9,00
2025-05-09 13F Plan Group Financial, LLC 0 -100,00 0
2025-08-14 13F Headlands Technologies LLC 0 -100,00 0 -100,00
2025-08-08 13F WASHINGTON TRUST Co 0 -100,00 0
2025-08-07 13F Prudent Man Investment Management, Inc. 6.457 0,00 381 0,00
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-08-04 13F Daymark Wealth Partners, Llc 5.075 0,06 351 11,46
2025-08-14 13F Ausdal Financial Partners, Inc. 57.158 -2,17 3.949 8,85
2025-08-14 13F Sei Investments Co 1.582.334 24,46 109.323 38,47
2025-08-07 13F Tilson Financial Group, Inc. 16.562 54,45 1
2025-08-15 13F Nikulski Financial, Inc. 54.831 -4,01 3.788 6,79
2025-07-17 13F Greenbush Financial Group, LLC 181.751 3,41 12.557 15,05
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 3.917 0,20 271 10,66
2025-07-18 13F O'ROURKE & COMPANY, Inc 11.014 -6,10 761 4,40
2025-06-27 NP Tidal Trust II - Return Stacked Global Stocks & Bonds ETF 1.499.477 9,94 95.757 15,24
2025-07-22 13F My Personal CFO, LLC 3.204 221
2025-07-29 13F SilverOak Wealth Management LLC 26.670 2,47 1.843 13,99
2025-08-07 13F Bradley & Co. Private Wealth Management, LLC 15.851 1.095
2025-08-08 13F Pnc Financial Services Group, Inc. 249.528 36,06 17.240 51,38
2025-07-17 13F Youngs Advisory Group, Inc. 3.080 213
2025-08-11 13F Pinnacle Financial Group, LLC / IL 16.285 0,00 1.125 11,28
2025-07-28 13F Lunt Capital Management, Inc. 7.459 515
2025-04-22 13F Compass Ion Advisors, LLC 0 -100,00 0
2025-07-21 13F Sovereign Investment Advisors, LLC 61.923 2,94 4.278 17,95
2025-08-06 13F Summit Wealth Group, LLC 82.260 -6,55 6 0,00
2025-07-23 13F West Paces Advisors Inc. 0 -100,00 0
2025-07-08 13F Gradient Investments LLC 10.839 0,00 749 11,14
2025-07-25 13F Alpha Financial Partners, LLC 3.052 -17,60 211 -8,70
2025-08-14 13F AllSquare Wealth Management LLC 22.737 2,00 1.571 13,44
2025-07-23 13F Columbus Macro, LLC 35.480 174,10 2.451 205,23
2025-07-15 13F Fifth Third Bancorp 4.127 -4,36 285 6,74
2025-07-16 13F St Germain D J Co Inc 813 4,10 56 16,67
2025-07-10 13F Affiance Financial, LLC 25.183 -0,91 1.740 10,20
2025-07-24 13F Blair William & Co/il 24.523 0,71 1.694 12,04
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 3.165 -17,88 219 -8,79
2025-07-22 13F Merit Financial Group, LLC 116.953 24,19 8.080 38,17
2025-08-15 13F/A Symphony Financial, Ltd. Co. 7.609 534
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 4.388 18,88 303 32,31
2025-08-27 13F Tribridge Partners Financial LLC 143.497 10
2025-08-07 13F Commerce Bank 47.574 8,56 3.287 20,76
2025-08-14 13F UBS Group AG 3.719.386 1,43 256.972 12,85
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