AT:HSY / The Hershey Company - Proprietà istituzionale - Acquirenti

The Hershey Company
AT ˙ WBAG ˙ US4278661081
141,08 € ↑2,22 (1,60%)
2025-07-10
PREZZO DELLE AZIONI
Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in The Hershey Company includono MOAT - VanEck Vectors Morningstar Wide Moat ETF, COWZ - Pacer US Cash Cows 100 ETF, Equity Investment Corp, AASCX - Thrivent Mid Cap Stock Fund Class A, THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A, IVOAX - Ivy Mid Cap Income Opportunities Fund Class A, PCEQX - Victory Pioneer Equity Income Fund Class C, JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A), LOGIX - Scharf Fund Institutional Class, Baader Bank INC, Torno Capital, Llc, Cyndeo Wealth Partners, LLC, PCGRX - Victory Pioneer Mid Cap Value Fund Class A, Glenmede Investment Management, LP, Slagle Financial, LLC, Elevation Series Trust - The Opal Dividend Income ETF, Nordwand Advisors, LLC, SMOT - VanEck Morningstar SMID Moat ETF, Tableaux Llc, e YOKE - Yoke Core ETF .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

Esegui l'upgradeper sbloccare i dati premium.

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-07-30 NP CCMG - CCM Global Equity ETF 7.883 1.267
2025-08-22 NP XAOKX - Index 500 Portfolio Initial Class 47.861 0,37 7.943 -2,61
2025-07-21 13F Hgk Asset Management Inc 30.253 2,31 5.020 -0,73
2025-07-28 13F Kennon-Green & Company, LLC 44.389 2,88 7.804 5,76
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 2.083 1,46 335 -5,65
2025-07-16 13F Beaumont Financial Advisors, LLC 1.316 2,25 218 -0,91
2025-04-28 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 3.861 4,63 667 2,62
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 26.030 2,00 4.352 14,26
2025-08-15 13F Kestra Advisory Services, LLC 20.313 9,92 3.371 6,65
2025-07-29 13F Private Trust Co Na 5.641 0,57 936 -2,40
2025-08-06 13F Fox Run Management, L.l.c. 3.383 561
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 1.364 224,76 233 187,65
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20.098 6,75 3.360 19,57
2025-07-21 13F Precedent Wealth Partners, Llc 7.390 24,70 1.226 21,03
2025-06-30 NP XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 12,50 2 0,00
2025-07-14 13F Opal Wealth Advisors, LLC 521 86
2025-08-14 13F Smartleaf Asset Management LLC 1.162 203,39 194 198,46
2025-08-14 13F Man Group plc 39.217 17,40 6.508 13,92
2025-07-07 13F RB Capital Management, LLC 6.241 0,21 1.036 -2,82
2025-08-08 13F Hudock, Inc. 3.037 3,19 504 0,20
2025-08-08 13F Ironwood Investment Counsel, LLC 21.760 3,43 3.611 0,36
2025-08-13 13F Walleye Trading LLC 16.105 9,73 2.673 6,45
2025-08-13 13F Baird Financial Group, Inc. 43.377 0,61 7.198 -2,37
2025-08-13 13F Mackenzie Financial Corp 78.518 2,08 13.030 -0,94
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 7.922 6,65 1.315 3,46
2025-08-07 13F Vise Technologies, Inc. 2.938 488
2025-08-14 13F Howard Hughes Medical Institute 31 5
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 4.012 22,28 666 18,54
2025-08-14 13F Citadel Advisors Llc 1.128.272 16.722,31 187.237 16.223,98
2025-08-04 13F Arkadios Wealth Advisors 6.456 21,83 1.071 18,21
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -705 -117
2025-07-08 13F Nbc Securities, Inc. 6.097 78,38 1
2025-07-08 13F Zrc Wealth Management, Llc 0 0
2025-07-08 13F Rise Advisors, LLC 126 5,88 21 0,00
2025-08-11 13F Bradley Foster & Sargent Inc/ct 9.292 80,36 1.542 75,03
2025-08-22 NP FMDE - Fidelity Enhanced Mid Cap ETF 14.083 5,58 2.337 2,46
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 647 26,37 107 22,99
2025-07-28 NP PWTAX - UBS U.S. Allocation Fund Class A 33 5
2025-08-12 13F Quadcap Wealth Management, LLC 6.365 31,64 1.056 27,85
2025-08-14 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 470 176,47 78 165,52
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N Short -3.220 35,92 -534 31,85
2025-06-26 NP AASCX - Thrivent Mid Cap Stock Fund Class A 305.725 51.114
2025-08-21 NP MOTE - VanEck Morningstar ESG Moat ETF 1.135 188
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.239 1,86 1.043 14,11
2025-08-14 13F Canada Pension Plan Investment Board 48.400 35,99 8.032 31,94
2025-06-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.791 1,50 2.306 13,71
2025-08-29 NP WOMN - Impact Shares YWCA Women's Empowerment ETF 431 1,41 72 -1,39
2025-08-14 13F Principia Wealth Advisory, LLC 6 100,00 1
2025-08-08 13F Creative Planning 82.080 6,67 13.621 3,50
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 1.465 245
2025-07-25 NP AQLT - iShares MSCI Global Quality Factor ETF 1.232 1,32 198 -6,19
2025-08-26 NP EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 33.917 5.629
2025-07-22 13F Old National Bancorp /in/ 25.373 895,41 4.211 867,82
2025-07-18 13F PFG Investments, LLC 2.638 4,39 438 1,16
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1.653 14,47 266 6,43
2025-05-02 13F Napatree Capital Llc 4.372 11,36 748 12,50
2025-08-07 13F Readystate Asset Management Lp 440.026 73.022
2025-08-05 13F Fullcircle Wealth Llc 4.728 1,07 900 18,11
2025-08-28 NP VSMV - VictoryShares US Multi-Factor Minimum Volatility ETF 14.337 2.379
2025-06-25 NP FEX - First Trust Large Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25.740 28,42 4.303 43,86
2025-03-28 NP STNC - Hennessy Stance ESG Large Cap ETF 19.727 208,96 2.944 114,73
2025-08-28 NP SCLZ - Swan Enhanced Dividend Income ETF 896 26,02 149 22,31
2025-07-28 NP UPRO - ProShares UltraPro S&P500 7.534 16,12 1.211 8,04
2025-08-14 13F Stansberry Asset Management, Llc 28.157 4,53 4.673 1,43
2025-08-12 13F XTX Topco Ltd 27.295 4.530
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 1.267 217
2025-07-08 13F Hickory Point Bank & Trust 2.524 1,00 419 -2,11
2025-08-13 13F Arizona State Retirement System 43.243 1,29 7.176 -1,71
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL Short -1.535 3,51 -247 -3,91
2025-08-14 13F Bontempo Ohly Capital Mgmt Llc 26.194 1,85 4.347 -1,18
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 31.958 14,90 5 25,00
2025-08-14 13F Tudor Financial Inc. 11.915 459,39 1.977 443,13
2025-08-12 13F Clear Street Markets Llc 100 17
2025-08-14 13F Warren Averett Asset Management, LLC 3.334 3,73 553 0,73
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 21.854 19,76 3.654 34,15
2025-06-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 491.581 6,99 82.187 19,85
2025-07-22 13F Wealthcare Capital Partners, LLC 1.453 0,83 241 -2,03
2025-07-25 13F Gw Henssler & Associates Ltd 45.545 11,32 7.558 8,02
2025-08-15 13F Auxier Asset Management 13.560 0,93 2.250 -2,05
2025-08-19 13F Wealth Group, Ltd. 4.738 4,25 1
2025-08-08 13F Capital Investment Advisory Services, LLC 1.765 29,30 293 25,32
2025-08-08 13F Foundations Investment Advisors, LLC 2.223 44,92 369 40,46
2025-08-13 13F Invesco Ltd. 1.280.354 0,90 212.475 -2,10
2025-08-18 13F Tyler-Stone Wealth Management 2.056 0,05 341 -2,85
2025-08-01 13F New York Life Investment Management Llc 22.184 1,44 3.681 -1,58
2025-07-30 13F Insight Advisors, LLC/ PA 2.213 0,05 367 -2,91
2025-08-08 13F Forsta Ap-fonden 29.700 4,21 4.929 1,11
2025-06-27 NP RCGE - RockCreek Global Equality ETF 2.109 353
2025-08-26 NP IVE - iShares S&P 500 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 235.879 2,45 39.144 -0,59
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 55.297 414,82 9 800,00
2025-08-18 NP HNMDX - HEARTLAND MID CAP VALUE FUND Institutional Class 103.532 128,08 17.181 121,32
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 1.146 3,71 190 1,06
2025-08-14 13F Rafferty Asset Management, LLC 12.547 23,18 2.082 19,52
2025-07-29 13F Clearview Wealth Advisors LLC 1.659 0,30 275 -2,48
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 46 12,20 8 16,67
2025-08-14 13F Bragg Financial Advisors, Inc 18.142 4,16 3.011 1,07
2025-07-29 NP BPRRX - Boston Partners Long/Short Research Fund Investor Class Short -9.691 -16,02 -1.557 -21,88
2025-08-13 13F NEOS Investment Management LLC 9.115 24,42 1.513 20,77
2025-07-29 13F Fundamentun, Llc 4.008 9,24 665 6,06
2025-08-11 13F Promethium Advisors,llc 15.404 15,17 2.556 11,76
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 273.804 0,58 43.998 -6,42
2025-08-12 13F Nuveen, LLC 328.779 1,74 54.561 -1,28
2025-08-13 13F Centiva Capital, LP 2.685 71,90 446 66,67
2025-09-04 13F/A Advisor Group Holdings, Inc. 59.095 23,44 9.818 19,84
2025-06-26 NP Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 23.135 264,10 3.868 224,96
2025-07-29 13F Nordea Investment Management Ab 58.078 4,80 9.695 2,32
2025-08-04 13F Mesirow Financial Investment Management, Inc. 20.628 4,00 3.423 0,91
2025-07-30 13F BTS Asset Management, Inc. 2.521 418
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -295.757 57,08 -49.081 52,41
2025-08-22 NP QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares Short -29.515 9,97 -4.898 6,71
2025-07-15 13F Graypoint LLC 1.965 4,69 326 1,56
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -921 80,59 -153 74,71
2025-08-07 13F Encompass More Asset Management 2.231 19,69 370 16,35
2025-07-29 NP VFQY - Vanguard U.S. Quality Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.675 30,98 1.394 21,87
2025-08-18 13F Rexford Capital Inc 2.610 433
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Managed Floor ETF 11.642 49,41 1.946 67,47
2025-07-08 13F Apella Capital, LLC 2.079 10,47 365 18,51
2025-08-08 13F/A Sterling Capital Management LLC 8.662 21,73 1.437 18,08
2025-04-28 13F Pinnacle Financial Partners Inc 4.573 2,74 780 -1,02
2025-08-08 13F/A Ignite Planners, LLC 1.304 2,03 223 4,69
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class 31 5
2025-07-16 13F Kathmere Capital Management, LLC 2.246 29,68 373 25,68
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 103.729 277,47 17.214 266,31
2025-08-15 13F Morgan Stanley 3.497.043 9,12 580.335 5,88
2025-08-13 13F DRH Investments, Inc. 58.874 6,16 9.770 3,00
2025-07-23 13F Monte Financial Group, LLC 41.365 0,61 6.865 0,22
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 6.282 1.074
2025-08-14 13F Wetherby Asset Management Inc 10.270 17,52 1.704 15,21
2025-06-24 NP SWLGX - Schwab U.S. Large-Cap Growth Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.357 4,62 394 17,26
2025-06-30 NP LGDX - Intech S&P Large Cap Diversified Alpha ETF 160 27
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 1.971 8,24 327 5,14
2025-08-11 13F Brown Brothers Harriman & Co 880 39,02 146 35,19
2025-07-24 NP Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 10 2
2025-08-05 13F Plato Investment Management Ltd 7.883 0,03 1.303 -4,33
2025-08-26 NP PENN SERIES FUNDS INC - Large Core Value Fund 7.965 25,85 1.322 22,09
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 34 6
2025-07-17 13F Smith Chas P & Associates Pa Cpas 141.610 6,36 23.500 3,20
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 36.154 1,62 6.000 -1,40
2025-08-12 13F Associated Banc-corp 2.424 8,89 402 5,79
2025-07-15 13F Armis Advisers, LLC 1.295 4,44 213 0,47
2025-08-14 13F Boothbay Fund Management, Llc 2.003 332
2025-08-15 13F Captrust Financial Advisors 13.701 13,03 2.274 9,65
2025-07-10 13F Baader Bank INC Put 55.900 9.277
2025-07-10 13F Baader Bank INC 2.374 391
2025-08-13 13F GeoWealth Management, LLC 2.916 45,73 484 41,23
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 997 582,88 167 492,86
2025-07-23 13F REAP Financial Group, LLC 366 177,27 61 172,73
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57.664 108,41 9.266 93,93
2025-08-15 13F Synergy Financial Group, LTD 1.254 0,16 208 -2,80
2025-07-30 13F Liberty One Investment Management, Llc 28.767 12,34 4.774 9,00
2025-08-14 13F Hilltop Holdings Inc. 2.741 0,96 455 -2,16
2025-07-24 NP SHP ETF Trust - NEOS S&P 500(R) High Income ETF 8.371 19,01 1.345 10,79
2025-08-11 13F Nordwand Advisors, LLC 16.300 2.705
2025-07-24 NP PABU - iShares Paris-Aligned Climate MSCI USA ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.130 10,60 503 2,87
2025-07-22 13F UniSuper Management Pty Ltd 16.243 0,25 2.696 -2,74
2025-08-14 13F Farringdon Capital, Ltd. 5.602 3,49 930 0,43
2025-08-29 NP STRV - Strive 500 ETF 2.474 6,32 411 3,27
2025-08-04 13F Creekmur Asset Management LLC 1.363 1,34 226 -1,74
2025-04-18 13F Creative Capital Management Investments LLC 0 0
2025-06-23 NP LVPIX - Large-cap Value Profund Investor Class 815 1.214,52 136 1.411,11
2025-08-14 13F Moneta Group Investment Advisors Llc 1.607 29,49 267 25,47
2025-07-11 13F Farther Finance Advisors, LLC 9.109 3,42 1.512 1,21
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 2.249 2,13 419 13,59
2025-08-14 13F Price T Rowe Associates Inc /md/ 214.360 0,43 36 -2,78
2025-07-17 13F Greenleaf Trust 12.003 4,31 1.992 1,17
2025-08-12 13F Manchester Capital Management LLC 679 0,59 113 -2,61
2025-08-13 13F Cary Street Partners Financial Llc 1.667 1,77 277 -1,43
2025-08-13 13F Portfolio Design Labs, LLC 4.468 741
2025-07-29 13F TrueMark Investments, LLC 26.303 8,82 4.365 5,59
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 3.885 6,85 650 19,74
2025-08-04 13F Savvy Advisors, Inc. 1.430 237
2025-08-06 13F Yacktman Asset Management Lp 38.250 44,50 6.348 40,20
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 18.251 19,21 3.029 15,66
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.824 2,99 1.132 -0,09
2025-06-18 NP Wellington Global Multi-Strategy Fund 46 8
2025-08-14 13F Peak6 Llc Put 800 300,00 133 288,24
2025-07-25 13F Sequoia Financial Advisors, LLC 5.948 7,97 987 4,78
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 5.937 6,02 985 2,93
2025-06-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24.233 16,47 4.052 30,47
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3.124 11,69 518 8,37
2025-08-01 13F Banco Santander, S.A. 10.441 1.733
2025-07-18 13F United Bank 56.440 12,41 9.366 9,07
2025-08-26 NP UDIV - Franklin LibertyQ Global Dividend ETF 494 13,04 82 9,46
2025-08-13 13F Russell Investments Group, Ltd. 136.148 1,68 22.601 -1,27
2025-07-25 NP SNPE - Xtrackers S&P 500 ESG ETF 7.825 13,21 1.257 5,36
2025-06-26 NP LRGF - iShares Edge MSCI Multifactor USA ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.445 15,29 910 29,26
2025-07-25 13F Asset Planning,Inc 141 0,71 23 0,00
2025-07-22 13F Iron Horse Wealth Management, LLC 300 934,48 50 1.125,00
2025-08-14 13F Jane Street Group, Llc 20.267 1.189,25 3.363 1.154,85
2025-08-14 13F Jane Street Group, Llc Put 298.800 88,99 49.586 83,38
2025-08-13 13F Scotia Capital Inc. 6.132 4,04 1.018 0,89
2025-08-05 13F State Of Michigan Retirement System 41.934 0,72 6.959 -2,28
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67.521 1,15 11.289 13,31
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -100.466 17,05 -16.672 13,58
2025-08-04 13F Econ Financial Services Corp 17.838 741,81 2.960 717,68
2025-08-14 13F State Street Corp 7.124.059 0,21 1.182.238 -2,77
2025-06-30 NP COWZ - Pacer US Cash Cows 100 ETF 765.772 128.029
2025-07-17 13F Tempus Wealth Planning, LLC 6.616 2,48 1.098 -0,63
2025-08-04 13F Strs Ohio 3.482 578
2025-03-07 NP GTTMX - Quantitative U.S. Total Market Equity Portfolio 0 -100,00 0 -100,00
2025-07-16 13F Vestia Personal Wealth Advisors 2.021 0,30 335 -2,62
2025-07-18 13F RKL Wealth Management LLC 6.958 0,97 1.155 -2,04
2025-07-15 13F Foster Victor Wealth Advisors, LLC 61.539 10,64 9.966 8,17
2025-08-27 NP Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 1.291 116,97 214 87,72
2025-07-29 13F Chicago Partners Investment Group LLC 1.224 224
2025-07-15 13F Significant Wealth Partners LLC 3.753 4,08 623 0,97
2025-08-08 13F Tobam 43.312 11,37 7 16,67
2025-07-31 13F Peterson Wealth Services 20 3
2025-07-28 NP SPXV - S&P 500 ex-Health Care ETF 96 6,67 15 0,00
2025-08-06 13F Kcm Investment Advisors Llc 1.481 11,27 246 7,93
2025-08-14 13F Atomi Financial Group, Inc. 1.216 202
2025-07-21 13F Ameritas Advisory Services, LLC 773 128
2025-07-17 13F Hanson & Doremus Investment Management 862 0,12 0
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 82.109 0,77 13.626 -2,23
2025-07-15 13F Public Employees Retirement System Of Ohio 45.229 0,84 7.506 -2,16
2025-07-18 13F Donald L. Hagan, LLC 7.505 1.245
2025-08-07 13F Meeder Asset Management Inc 25 25,00 4 33,33
2025-08-28 NP IWR - iShares Russell Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 506.579 2,90 84.067 -0,16
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52.515 1,74 8.715 -1,28
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 794 35,03 132 31,00
2025-08-13 13F Capital Research Global Investors 1.504.323 83.473,50 249.642 81.216,61
2025-07-23 13F Maryland State Retirement & Pension System 7.081 4,01 1.175 0,95
2025-08-27 NP VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.917 5,03 2.475 1,89
2025-08-07 13F HighPoint Advisor Group LLC 4.538 7,10 753 7,73
2025-07-01 13F Burkett Financial Services, Llc 113 0,89 19 -5,26
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 178.849 30.589
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 366.121 0,17 60.758 -2,81
2025-08-06 13F Vestmark Advisory Solutions, Inc. 5.719 949
2025-08-06 13F Eukles Asset Management 14.852 0,30 2.465 -2,69
2025-07-01 13F Confluence Investment Management Llc 764.392 9,29 126.851 6,04
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 13.968 0,94 2.318 -2,07
2025-07-30 13F LGT Financial Advisors LLC 31 3,33 5 0,00
2025-07-29 NP VRGWX - Vanguard Russell 1000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25.012 5,79 4.019 -1,57
2025-07-21 13F HighMark Wealth Management LLC 33 32,00 5 66,67
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 609 67,77 104 48,57
2025-07-16 13F Cove Private Wealth, LLC 2.774 76,24 460 71,00
2025-07-16 13F Old North State Wealth Management, LLC 4.598 18,78 765 15,21
2025-07-11 13F Lantz Financial LLC 10.539 8,10 1.749 4,86
2025-07-24 13F Edge Financial Advisors LLC 2.334 0,82 387 -2,03
2025-08-14 13F Susquehanna International Group, Llp Put 899.200 1,98 149.222 -1,04
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 1.438 504,20 239 495,00
2025-06-23 NP Tax-Managed Value Portfolio - Tax-Managed Value Portfolio 63.156 7,05 10.559 -22,62
2025-07-30 13F IMG Wealth Management, Inc. 16 3
2025-08-08 13F MTM Investment Management, LLC 2.833 26,64 470 24,01
2025-08-28 NP INDEX - S&P 500(R) Equal Weight No Load Shares 391 2,36 65 -1,54
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 5.651 6,36 938 3,19
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional -431 78,84
2025-08-08 13F Good Life Advisors, LLC 5.334 53,89 885 49,49
2025-08-14 13F Norinchukin Bank, The 7.817 7,10 1.297 3,93
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 199 44,20 33 65,00
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 2.133 10,98 354 7,62
2025-08-26 NP QCEQRX - Equity Index Account Class R1 72.287 13,88 11.996 10,50
2025-08-06 13F Agf Management Ltd 19.308 25,30 3.204 21,59
2025-05-28 NP VMGIX - Vanguard Mid-Cap Growth Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 576.610 5,37 98.618 6,42
2025-08-08 13F National Pension Service 231.729 0,72 38.455 -2,27
2025-07-14 13F Occidental Asset Management, LLC 16.775 17,67 2.784 14,15
2025-08-13 13F Van Hulzen Asset Management, LLC 3.543 33,90 588 29,87
2025-08-01 13F Bank of Jackson Hole Trust 140 23
2025-07-15 13F Retirement Guys Formula Llc 6.861 13,14 1.139 9,74
2025-07-28 13F Ritholtz Wealth Management 2.185 11,14 363 7,74
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 42 20,00 7 20,00
2025-08-14 13F Tudor Investment Corp Et Al 5.500 29,32 913 25,45
2025-07-25 13F Astoria Portfolio Advisors LLC. 2.609 1,83 480 12,44
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 29.557 172,16 4.750 148,38
2025-07-16 13F American National Bank 1.962 195,48 326 187,61
2025-06-25 NP FSTA - Fidelity MSCI Consumer Staples Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 73.658 12,35 12.315 25,85
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -454 -75
2025-08-13 13F WealthTrust Axiom LLC 1.495 3,82 248 0,81
2025-08-14 13F Herold Advisors, Inc. 6.937 5,31 1.151 2,22
2025-06-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54.951 8,64 9.187 21,71
2025-06-27 NP PCGRX - Victory Pioneer Mid Cap Value Fund Class A 28.456 4.758
2025-08-15 13F Howland Capital Management Llc 7.096 7,58 1.178 4,34
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 4.583 35,11 766 51,38
2025-08-14 13F Two Sigma Securities, Llc 3.525 6,05 585 2,82
2025-08-14 13F Treasurer of the State of North Carolina 68.047 2,09 11 0,00
2025-08-21 NP SMOT - VanEck Morningstar SMID Moat ETF 15.127 2.510
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51.029 17,17 8.200 9,01
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 4.579 1,44 760 -1,68
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 39.012 14,20 6.522 27,93
2025-07-23 13F Bellevue Asset Management, Llc 453 0,22 75 -2,60
2025-08-04 13F Creative Financial Designs Inc /adv 977 1,56 162 -1,22
2025-08-05 13F Frederick Financial Consultants, LLC 1.474 0,61 245 -2,40
2025-08-08 13F Intech Investment Management Llc 39.218 88,64 6.508 83,07
2025-08-11 13F Empirical Finance, LLC 5.267 0,69 874 -2,24
2025-07-24 NP FDGRX - Fidelity Growth Company Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44.092 17,29 7.085 9,13
2025-08-13 13F Lido Advisors, LLC 7.836 29,37 1.301 25,48
2025-08-12 13F J.w. Cole Advisors, Inc. 13.086 3,06 2.172 0,00
2025-08-14 13F Xponance, Inc. 23.146 3,23 3.841 0,18
2025-07-29 13F Tradewinds Capital Management, LLC 180 0,56 30 -3,33
2025-06-23 NP USMV - iShares Edge MSCI Min Vol USA ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 409.437 1,22 68.454 13,38
2025-06-25 NP IMCV - iShares Morningstar Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12.181 1,35 2.037 13,55
2025-07-24 NP FDFIX - Fidelity Flex 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18.010 7,30 2.894 -0,14
2025-08-12 13F SRS Capital Advisors, Inc. 126 38,46 45 193,33
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95 55,74 16 50,00
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 64.531 9,45 10.709 6,19
2025-08-28 NP CDL - VictoryShares US Large Cap High Div Volatility Wtd ETF 18.186 1,55 3.018 -1,47
2025-08-15 13F Tower Research Capital LLC (TRC) 4.219 28,94 700 25,22
2025-08-12 13F Skba Capital Management Llc 63.180 0,12 10.485 -2,85
2025-08-19 NP LOGOX - Scharf Multi-Asset Opportunity Fund Institutional Class 5.520 916
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 584 289,33 100 241,38
2025-07-03 13F Sage Capital Advisors,llc 17.854 1,80 2.963 -1,23
2025-08-14 13F Millennium Management Llc 200.120 27,09 33.210 23,32
2025-08-28 NP Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 1.569 146,70 260 142,99
2025-08-19 NP LOGIX - Scharf Fund Institutional Class 66.325 11.007
2025-08-12 13F Tableaux Llc 15.000 15
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 40 207,69 7 200,00
2025-08-05 13F American Capital Advisory, LLC 38 2,70 6 0,00
2025-08-07 13F Allworth Financial LP 8.152 13,40 1.353 14,77
2025-08-13 13F Hamel Associates, Inc. 22.373 0,49 3.713 -2,50
2025-08-26 NP IJMAX - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 9.079 3,93 1.507 0,80
2025-06-27 NP DUBS - Aptus Large Cap Enhanced Yield ETF 1.152 4,73 193 17,07
2025-07-25 13F Verdence Capital Advisors LLC 4.313 0,42 716 -2,59
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 16.342 31,44 2.727 28,88
2025-08-06 13F Atlantic Union Bankshares Corp 2.871 476
2025-08-07 13F Parkside Financial Bank & Trust 746 17,85 124 13,89
2025-07-28 NP RWL - Invesco S&P 500 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19.492 7,14 3.132 -0,32
2025-07-23 13F Massachusetts Wealth Management 6.132 2,94 1.018 -0,10
2025-07-22 13F HFM Investment Advisors, LLC 6 100,00 1
2025-07-14 13F Maryland Capital Advisors Inc. 41 7
2025-08-08 13F Atlantic Trust, LLC 513 46,99 85 44,07
2025-05-15 13F Glenmede Trust Co Na 26.842 0,83 4.591 1,82
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 2.356 17,86 379 9,57
2025-08-11 13F Intrust Bank Na 4.859 5,38 806 2,28
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.726 77,80 1.960 99,19
2025-08-20 NP QGMIX - AQR Global Macro Fund Class I 7.629 68,48 1.266 63,57
2025-08-08 13F Oak Thistle LLC 2.805 465
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Domestic Equity Portfolio 173.568 4,33 28.804 1,23
2025-08-14 13F Brevan Howard Capital Management LP 1.949 323
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 901 5,01 150 2,05
2025-08-12 13F Jacobi Capital Management LLC 8.272 2,73 1.373 -0,36
2025-06-18 NP NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 3.750 1,85 627 14,03
2025-08-26 NP XVV - iShares ESG Screened S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.269 23,08 211 19,32
2025-08-01 13F Envestnet Asset Management Inc 499.251 21,01 82.851 17,42
2025-08-13 13F Elgethun Capital Management 707 0,86 117 -1,68
2025-08-05 13F Commonwealth Retirement Investments LLC 9.361 9,20 1.553 5,93
2025-05-01 13F Lane & Associates LLC 1.411 241
2025-07-25 NP SCHD - Schwab U.S. Dividend Equity ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.221.212 8,58 678.307 1,02
2025-07-16 13F Eagle Global Advisors Llc 2.121 40,46 352 36,05
2025-08-26 NP HLEIX - JPMorgan Equity Index Fund Class I 32.452 0,49 5.385 -2,50
2025-07-29 13F Stanley-Laman Group, Ltd. 2.784 95,23 462 90,12
2025-08-13 13F Benedict Financial Advisors Inc 29.685 2,14 4.926 -0,89
2025-08-12 13F Pathstone Holdings, LLC 29.682 8,30 4.926 5,10
2025-08-12 13F Global Retirement Partners, LLC 2.668 19,11 443 16,62
2025-07-28 NP AVLV - Avantis U.S. Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 92.016 2.439,77 14.786 2.217,55
2025-08-29 NP DAEIX - Dean Equity Income Fund 9.861 8,35 1.636 5,14
2025-08-14 13F Axa S.a. 70.923 24,08 11.770 20,40
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 5.903 235,02 980 225,25
2025-08-13 13F Bank Of Nova Scotia 17.927 4,48 2.975 1,36
2025-07-18 13F Woodward Diversified Capital, Llc 1.269 211
2025-07-15 13F Buttonwood Financial Advisors Inc. 3.728 14,85 619 11,35
2025-08-14 13F Aqr Capital Management Llc 219.159 1,99 36.369 -0,81
2025-08-11 13F GW&K Investment Management, LLC 93 10,71 0
2025-07-28 NP SPXT - S&P 500 ex-Technology ETF 891 4,45 143 -2,72
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 5.194 11,32 862 7,89
2025-08-14 13F Quarry LP 202 1.583,33 34 1.550,00
2025-07-30 NP BFOR - Barron's 400 ETF 2.133 19,23 343 11,04
2025-04-01 NP XYLE - Global X S&P 500 ESG Covered Call ETF 11 37,50 2 0,00
2025-08-06 13F Savant Capital, LLC 8.557 15,76 1.420 12,34
2025-07-14 13F Rooted Wealth Advisors, Inc. 1.349 222
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 17.759 230,09 2.947 220,33
2025-07-15 13F Colonial River Wealth Management, LLC 1.332 1,76 219 -1,79
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 19.861 2,56 3.296 -0,48
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 5.818 0,47 965 -2,53
2025-08-19 13F Cim, Llc 12.792 11,23 2.123 7,93
2025-08-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 460 2,45 76 0,00
2025-08-07 13F Hughes Financial Services, LLC 21 40,00 4 50,00
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 1.635 271
2025-07-17 13F CWA Asset Management Group, LLC 2.411 11,52 400 8,40
2025-08-12 13F Entropy Technologies, LP 6.688 1.110
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3.293 5,54 546 2,44
2025-06-26 NP FDVV - Fidelity High Dividend ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 511.209 384,39 85.469 6.156,88
2025-07-22 NP DGEFX - Destinations Equity Income Fund Class I 7.167 47,74 1.152 37,51
2025-08-06 13F Smart Money Group LLC 4.661 15,03 774 11,54
2025-08-14 13F Elkhorn Partners Limited Partnership 40 7
2025-08-14 13F Peapack Gladstone Financial Corp 16.980 2,92 3 0,00
2025-06-26 NP FQAL - Fidelity Quality Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26.323 68,78 4.401 89,08
2025-07-25 NP QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 322 6,98 52 0,00
2025-07-28 NP UGE - ProShares Ultra Consumer Goods 637 97,83 102 85,45
2025-07-10 13F Carderock Capital Management Inc 9 1
2025-07-16 13F PFS Partners, LLC 132 0,76 22 -4,55
2025-07-24 13F Cyndeo Wealth Partners, LLC 38.608 6.407
2025-07-11 13F Pinnacle Bancorp, Inc. 220 25,71 37 24,14
2025-08-13 13F Oxler Private Wealth LLC 5.118 0,79 849 -2,19
2025-08-27 NP VIVAX - Vanguard Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.311.067 1,32 217.572 -1,69
2025-08-08 13F Cetera Investment Advisers 78.035 2,15 12.950 -0,89
2025-08-14 13F SWAN Capital LLC 19 5,56 3 0,00
2025-08-14 13F UBS Group AG Call 2.600 4,00 431 0,94
2025-08-18 13F/A Kestra Investment Management, LLC 5.385 5,07 894 1,94
2025-07-29 NP SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 3.829 11,67 615 3,89
2025-07-30 13F Princeton Global Asset Management LLC 343 14,33 57 9,80
2025-08-14 13F UBS Group AG 1.573.813 17,72 261.174 14,23
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short -712 -54,48 -118 -55,81
2025-08-13 13F Brown Advisory Inc 29.787 3,16 4.943 0,10
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95.154 4,56 15.909 17,13
2025-07-24 NP NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 8 1
2025-07-24 13F Callan Family Office, LLC 3.913 65,52 649 60,64
2025-06-26 NP FLCPX - Fidelity SAI U.S. Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44.286 0,36 7.404 12,44
2025-08-27 NP JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A) 73.972 12.276
2025-08-13 13F Azimuth Capital Investment Management LLC 22.630 2,28 3.755 -0,77
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 212.295 8,69 34.114 1,13
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 2.255 8,10 362 0,56
2025-06-26 NP RGLGX - American Funds Global Insight Fund Class R-6 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 337.298 58,73 56.393 77,81
2025-07-16 13F Northern Oak Wealth Management Inc 22.987 1.102,88 3.815 1.069,94
2025-07-09 13F Czech National Bank 36.174 6,60 6.003 3,45
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 2.336 17,74 391 31,76
2025-07-25 NP SCHX - Schwab U.S. Large-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 148.294 2,57 23.829 -4,57
2025-07-14 13F Sowell Financial Services LLC 14.241 9,58 2.363 6,35
2025-06-25 NP FXG - First Trust Consumer Staples AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42.470 45,00 7.101 62,43
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75.230 1,52 12.484 -1,49
2025-04-25 NP POWA - Invesco Defensive Equity ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.827 14,73 3.770 12,51
2025-07-14 13F UMA Financial Services, Inc. 10 100,00 2
2025-07-15 13F Fifth Third Bancorp 45.223 47,24 7.505 42,88
2025-08-08 13F Quinn Opportunity Partners LLC 36.930 6.129
2025-07-29 13F TFC Financial Management 7 133,33 1
2025-07-15 13F Alhambra Investment Partners LLC 3.441 3,99 571 1,06
2025-08-12 13F Heartland Advisors Inc 117.809 98,72 19.550 92,82
2025-07-08 13F Lowe Wealth Advisors, LLC 937 0,11 155 -3,12
2025-07-31 13F Ag2r La Mondiale Gestion D'actifs 6.821 9,68 1.132 13,21
2025-08-20 NP LSAAX - LoCorr Strategic Allocation Fund Class A 142 305,71 24 360,00
2025-07-24 13F PayPay Securities Corp 5 66,67 1
2025-08-12 13F Willis Investment Counsel 178.445 9,70 29.613 6,44
2025-05-22 NP HDUS - Hartford Disciplined US Equity ETF 2.143 22,81 367 24,07
2025-07-14 13F Park Avenue Securities Llc 7.070 3,26 1 0,00
2025-05-22 NP MDIV - Multi-Asset Diversified Income Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.604 1.472
2025-08-11 13F Frank, Rimerman Advisors LLC 2.977 18,28 494 14,88
2025-08-14 13F DecisionPoint Financial, LLC 3 1
2025-07-31 13F Nisa Investment Advisors, Llc 42.431 9,43 7.041 6,18
2025-07-09 13F Procyon Private Wealth Partners, LLC 1.581 262
2025-08-13 13F Satovsky Asset Management Llc 2.594 430
2025-08-14 13F Glenmede Investment Management, LP 26.353 4.373
2025-08-12 13F Dean Investment Associates, Llc 33.842 1,40 5.616 -1,59
2025-08-14 13F Delta Global Management LP 10.456 11,20 1.735 7,90
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 1.002 401,00 168 339,47
2025-07-17 13F Gleason Group, Inc. 324 0,93 54 -1,85
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 139.780 2,03 23.196 -1,00
2025-07-23 13F Friedenthal Financial 15 2
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 5.198 15,56 835 7,60
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.760.296 1,88 789.971 -1,14
2025-07-07 13F Versant Capital Management, Inc 1.984 4,53 329 1,54
2025-03-25 NP MNHCX - Pro-Blend(R) Maximum Term Series Class L 564 0,89 84 -15,15
2025-08-13 13F Fisher Asset Management, LLC 1.766 42,42 293 38,21
2025-06-26 NP SPECX - Alger Spectra Fund Class A 0 -100,00 0 -100,00
2025-07-30 NP ZECP - Zacks Earnings Consistent Portfolio ETF 16.294 5,97 2.618 -1,39
2025-08-21 NP MVAL - VanEck Morningstar Wide Moat Value ETF 409 68
2025-07-25 NP USCA - Xtrackers MSCI USA Climate Action Equity ETF 11.710 8,09 1.882 0,53
2025-07-29 NP VFTNX - Vanguard FTSE Social Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77.167 0,76 12.400 -6,25
2025-06-26 NP Clough Global Opportunities Fund 8.500 -211,84 1.421 -225,31
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 6.376 30,63 1.066 46,43
2025-08-18 13F Onefund, Llc 391 0
2025-08-14 13F Ubs Asset Management Americas Inc 1.383.397 10,31 229.575 7,03
2025-08-11 13F Mcintyre Freedman & Flynn Investment Advisers Inc 8.629 0,01 1.432 -2,98
2025-08-04 13F Roble, Belko & Company, Inc 306 0,66 0
2025-06-26 NP IMCG - iShares Morningstar Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.942 1,61 3.836 13,83
2025-08-13 13F New York State Common Retirement Fund 103.300 1,12 17 0,00
2025-08-05 13F Lifeworks Advisors, LLC 3.963 2,59 658 -0,45
2025-06-27 NP YOKE - Yoke Core ETF 14.187 2.372
2025-07-29 NP VCSAX - Vanguard Consumer Staples Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 491.958 7,26 79.053 -0,21
2025-08-05 13F Mission Wealth Management, Lp 4.022 0,47 667 -2,49
2025-07-14 13F GAMMA Investing LLC 7.450 26,08 1.236 22,38
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 31.213 3,21 5.180 0,14
2025-08-12 13F Adalta Capital Management LLC 2.891 135,23 480 128,10
2025-07-30 13F Benin Management CORP 5.404 0,93 897 -2,08
2025-07-29 NP VOOV - Vanguard S&P 500 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34.160 0,17 5.489 -6,79
2025-07-08 13F Davis Investment Partners, LLC 2.956 3,18 520 6,57
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 40.850 2,77 6.779 -0,28
2025-07-15 13F Ballentine Partners, LLC 5.143 38,85 853 34,76
2025-08-26 NP JAVA - JPMorgan Active Value ETF 53.750 8.920
2025-08-01 13F Signature Wealth Management Group 24.902 4,00 4.132 0,90
2025-07-21 13F Ashton Thomas Securities, Llc 12.631 2.096
2025-07-17 13F Venture Visionary Partners LLC 10.551 0,20 1.751 -2,83
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 2.669 7,23 446 20,22
2025-08-05 13F Crestwood Advisors Group LLC 2.441 15,09 405 11,88
2025-08-26 NP VSNGX - JPMorgan Mid Cap Equity Fund Class I 131.609 8,00 21.841 4,79
2025-08-13 13F Stablepoint Partners, LLC 2.256 0,22 374 -2,60
2025-08-14 13F Concorde Financial Corp 17.444 0,40 2.895 -2,59
2025-07-09 13F Woodstock Corp 18.062 38,17 2.997 34,09
2025-03-27 NP CBLS - Clough Hedged Equity ETF Short -1.250 -187
2025-08-26 NP WAMFX - Walden Midcap Fund 11.495 1,55 1.908 -1,50
2025-08-27 NP VMVIX - Vanguard Mid-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 934.064 97,06 155.008 91,21
2025-08-07 13F Midwest Trust Co 6.406 1.063
2025-07-09 13F Beacon Financial Group 3.798 1,31 630 -1,72
2025-07-24 13F Eastern Bank 2.240 34,94 372 31,10
2025-08-12 13F Argent Trust Co 3.400 15,92 564 12,57
2025-08-04 13F IFG Advisory, LLC 12.547 7,57 2.082 4,41
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 19.024 7,38 3.157 4,23
2025-07-11 13F Bridge Creek Capital Management LLC 4.370 8,71 725 5,53
2025-07-18 13F Pacific Point Advisors, LLC 9.792 4,66 1.625 1,56
2025-07-22 13F Merit Financial Group, LLC 31.796 14,19 5.276 10,79
2025-06-30 NP XTR - Global X S&P 500 Tail Risk ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 25,00 1
2025-08-14 13F Hrt Financial Lp 3.700 131,25 1
2025-08-04 13F Atria Investments Llc 16.065 32,92 2.666 28,99
2025-08-01 13F Mizuho Securities Usa Llc 10.230 1.698
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 470 312,28 78 305,26
2025-08-19 13F Advisory Services Network, LLC 24.814 7,34 4.619 16,82
2025-08-05 13F BCGM Wealth Management, LLC 1.334 0,83 221 -2,21
2025-08-22 NP FMDGX - Fidelity Mid Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16.849 19,46 2.796 15,92
2025-07-23 13F Traphagen Investment Advisors Llc 2.017 0,35 335 -2,62
2025-07-17 13F Moss Adams Wealth Advisors LLC 1.536 255
2025-08-08 13F Tortoise Investment Management, LLC 460 1,32 76 -1,30
2025-08-06 13F Anchor Capital Advisors Llc 258.889 0,61 42.963 -2,38
2025-08-27 NP VFINX - Vanguard 500 Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.201.028 2,36 697.161 -0,68
2025-06-30 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.206 4,03 1.706 16,53
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 68 11
2025-08-08 13F Hartland & Co., LLC 5.614 30,44 932 26,49
2025-08-13 13F Wealthquest Corp 7.213 0,01 1.197 -3,00
2025-07-16 13F Independent Wealth Network Inc. 4.050 0,17 672 -2,75
2025-08-05 13F iA Global Asset Management Inc. 118.393 20
2025-08-14 13F Caption Management, LLC Call 17.100 81,91 2.838 76,54
2025-08-08 13F Citizens Financial Group Inc/ri 9.288 4,23 1.541 1,12
2025-08-12 13F Rhumbline Advisers 333.932 1,25 55.416 -1,76
2025-05-20 NP RIFAX - U.S. Strategic Equity Fund 4.284 28,19 733 29,56
2025-08-27 NP JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 5.137 852
2025-08-14 13F Weiss Asset Management LP 7.900 1.311
2025-08-12 13F Prudential Financial Inc 85.443 7,86 14.179 4,66
2025-07-30 13F CORDA Investment Management, LLC. 106.682 11,84 17.704 8,51
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25.155 1,61 4.206 13,83
2025-06-27 NP UPSD - Aptus Large Cap Upside ETF 2.297 76,69 384 97,94
2025-08-26 NP IUSV - iShares Core S&P U.S. Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 119.541 1,86 19.838 -1,17
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.033 3,41 674 15,81
2025-07-16 13F Crowley Wealth Management, Inc. 224 36,59 37 32,14
2025-08-14 13F Wells Fargo & Company/mn 572.680 0,57 95.036 -2,41
2025-08-06 13F Equity Investment Corp 444.146 73.706
2025-08-27 NP RYTTX - S&P 500 2x Strategy Fund A 479 1,48 79 -1,25
2025-07-31 13F Wealthfront Advisers Llc 49.807 77,07 8.265 71,83
2025-08-12 13F Boreal Capital Management LLC 16 3
2025-08-12 13F Mediolanum International Funds Ltd 72.791 3,63 12.155 1,89
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 423 1.144,12 71 1.066,67
2025-06-27 NP PCEQX - Victory Pioneer Equity Income Fund Class C 84.605 14.145
2025-07-15 13F Accurate Wealth Management, LLC 1.972 20,76 325 20,00
2025-08-26 NP INGIX - Voya U.S. Stock Index Portfolio Class I 12.017 5,38 1.994 2,26
2025-08-04 13F Retirement Systems of Alabama 31.756 0,03 5.270 -2,95
2025-08-08 13F Avantax Advisory Services, Inc. 13.159 4,16 2.184 1,06
2025-08-04 13F Keybank National Association/oh 12.615 21,46 2.093 17,85
2025-07-25 13F Mitchell Sinkler & Starr/pa 1.661 19,84 276 16,03
2025-06-26 NP Clough Global Equity Fund 6.100 -241,86 1.020 -258,97
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 4.206 15,04 698 11,68
2025-08-07 13F McClarren Financial Advisors, Inc. 2.504 3,77 416
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.778 26,64 297 42,11
2025-08-04 13F Hantz Financial Services, Inc. 2.832 216,07 0
2025-07-17 13F Klein Pavlis & Peasley Financial, Inc. 10.584 46,03 1.756 42,88
2025-08-11 13F Independent Advisor Alliance 39.965 30,38 6.632 26,52
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 23.524 11,97 3.904 8,63
2025-08-01 13F Teacher Retirement System Of Texas 22.467 4,02 3.728 0,95
2025-07-30 13F Cullen/frost Bankers, Inc. 5.278 21,95 876 18,24
2025-08-06 13F Founders Financial Securities Llc 2.697 5,15 448 6,94
2025-08-13 13F Quadrant Capital Group Llc 4.781 82,41 793 77,01
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short -25.994 -48,48 -4.314 -50,01
2025-07-14 13F CHICAGO TRUST Co NA 2.314 36,92 384 32,87
2025-07-14 13F Gries Financial Llc 13.272 70,68 2.202 65,69
2025-06-26 NP PBAIX - Blackrock Tactical Opportunities Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.188 34,10 700 50,21
2025-04-16 NP CLSE - Convergence Long/Short Equity ETF 0 -100,00 0 -100,00
2025-06-24 NP JVAL - JPMorgan U.S. Value Factor ETF 3.524 589
2025-08-06 13F Wsfs Capital Management, Llc 5.701 20,25 946 16,79
2025-08-27 NP Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 63.209 1,04 10.490 -1,96
2025-07-28 NP AVLVX - Avantis U.S. Large Cap Value Fund Institutional Class 10.211 1.906,09 1.641 1.785,06
2025-05-14 13F/A Torno Capital, Llc Put 45.000 44.900,00 8.272 43.436,84
2025-05-14 13F/A Torno Capital, Llc 39.000 7.169
2025-08-12 13F Tokio Marine Asset Management Co Ltd 4.600 7,20 763 4,09
2025-07-24 NP FCGSX - Fidelity Series Growth Company Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.800 21,65 1.896 13,19
2025-07-15 13F Financial Management Professionals, Inc. 7 250,00 1
2025-08-13 13F Pictet Asset Management Holding SA 68.332 5,18 11.340 2,05
2025-05-22 NP GONIX - Gotham Neutral Fund Institutional Class 1.458 150,09 249 130,56
2025-08-21 NP MGRO - VanEck Morningstar Wide Moat Growth ETF 49 13,95 8 14,29
2025-08-07 13F ProShare Advisors LLC 26.501 11,07 4.398 7,77
2025-08-07 13F Nwam Llc 1.443 0,07 239 -2,85
2025-08-14 13F Physicians Financial Services, Inc. 10.584 2,17 2 0,00
2025-08-13 13F Summit Financial, LLC 3.760 57,52 624 52,70
2025-08-14 13F Erste Asset Management GmbH 37.794 6,16 6.311 4,37
2025-07-23 13F Joel Isaacson & Co., LLC 2.413 0,25 400 -2,68
2025-06-26 NP GLOF - iShares Edge MSCI Multifactor Global ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 874 2,46 146 14,96
2025-07-31 13F Guardian Asset Advisors, LLC 4.610 2,97 765 -0,13
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 2.230 1,59 370 -1,33
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 277 43,52 46 64,29
2025-08-27 NP LGH - HCM Defender 500 Index ETF 1.015 18,71 168 15,07
2025-07-17 13F Uncommon Cents Investing LLC 3.045 505
2025-08-14 13F Ambassador Advisors, LLC 2.851 4,32 473 1,28
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2.455 3,32 407 0,25
2025-07-24 NP USCL - iShares Climate Conscious & Transition MSCI USA ETF 10.099 6,65 1.623 -0,80
2025-07-25 13F LRI Investments, LLC 304 433,33 50 455,56
2025-07-18 13F Philip James Wealth Mangement, LLC 25.058 1.367,10 4.158 1.323,97
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -8.141 -34,90 -1.351 -36,86
2025-08-14 13F Goldman Sachs Group Inc 604.294 35,17 100.283 31,15
2025-06-26 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38.523 8,31 6.441 21,33
2025-07-29 13F Koshinski Asset Management, Inc. 3.279 33,40 544 29,52
2025-07-28 NP NBHAX - Neuberger Berman Equity Income Fund Class A 55.938 47,83 8.989 37,54
2025-08-13 13F Capital International Inc /ca/ 63.469 1,39 10.533 -1,62
2025-08-07 13F Navellier & Associates Inc 2.208 0,59 366 0,27
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 898 57,54 149 53,61
2025-08-26 NP JMVSX - JPMorgan Mid Cap Value Fund Class I 466.145 5,32 77.357 2,19
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 3.491 4,36 579 1,22
2025-08-12 13F Laurel Wealth Advisors LLC 29.042 16.495,43 0 -100,00
2025-08-11 13F ICICI Prudential Asset Management Co Ltd 2.800 465
2025-08-14 13F Talon Private Wealth, LLC 1.912 18,39 317 14,86
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 894 12,59 148 9,63
2025-07-09 13F Norman Fields, Gottscho Capital Management, LLC 940 0
2025-08-05 13F NewSquare Capital LLC 50 11,11 8 14,29
2025-08-12 13F Accredited Wealth Management, LLC 748 9.250,00 124 12.300,00
2025-08-04 13F Assetmark, Inc 14.468 5,31 2.401 2,17
2025-07-08 13F Livelsberger Financial Advisory 103 17
2025-07-28 NP ISPY - ProShares S&P 500 High Income ETF 2.327 17,64 374 9,38
2025-08-07 13F Palisade Asset Management, LLC 34.099 9,68 5.659 6,41
2025-08-07 13F Aviva Plc 110.790 7,36 18.386 4,17
2025-08-28 NP ONEY - SPDR Russell 1000 Yield Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41.723 176,62 6.924 168,44
2025-06-25 NP FTA - First Trust Large Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34.414 39,84 5.754 56,67
2025-08-26 NP GPIX - Goldman Sachs S&P 500 Core Premium Income ETF 2.805 74,01 465 69,09
2025-07-21 13F Credential Qtrade Securities Inc. 4.130 803
2025-08-14 13F Holocene Advisors, LP 1.232.595 44,66 204.549 40,36
2025-08-12 13F Insigneo Advisory Services, Llc 1.803 3,15 299 0,34
2025-08-06 13F Wedbush Securities Inc 5.349 17,46 1
2025-07-14 13F Acropolis Investment Management, LLC 1.267 4,02 326 34,16
2025-08-25 13F/A Neuberger Berman Group LLC 209.405 8,40 34.751 5,18
2025-08-14 13F Woodline Partners LP 158.012 1.165,92 26.222 1.128,77
2025-07-31 13F Ground Swell Capital, LLC 1.854 308
2025-07-31 13F Briaud Financial Planning, Inc 36 0
2025-08-14 13F Two Sigma Investments, Lp 65.534 331,14 10.875 318,43
2025-07-24 13F Robertson Stephens Wealth Management, LLC 2.650 0,42 440 -2,66
2025-08-13 13F Rsm Us Wealth Management Llc 1.708 3,58 283 0,35
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 2.653 4,41 426 -2,74
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 8.106 1.303
2025-07-15 13F Mather Group, Llc. 1.366 2,17 227 -0,88
2025-07-25 NP SCHK - Schwab 1000 Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.064 3,19 1.778 -4,00
2025-06-26 NP FDLO - Fidelity Low Volatility Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.615 14,43 3.614 28,17
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 55 10,00 9 28,57
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 71.919 25,04 12 22,22
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 51 8,51 9 14,29
2025-08-13 13F Vertex Planning Partners, LLC 1.257 0,24 209 -2,80
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.946 42,88 323 38,79
2025-07-28 NP CSM - ProShares Large Cap Core Plus 1.380 222
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.335 0,65 375 -6,25
2025-06-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 10.986 31,36 1.837 47,12
2025-05-15 13F Rakuten Investment Management, Inc. 13.504 61,42 2.294 41,81
2025-06-30 NP EGLE - Global X S&P 500 U.S. Revenue Leaders ETF 13 2
2025-07-31 13F Whipplewood Advisors, LLC 65 261,11 11 -9,09
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.495 6,18 3.615 -1,23
2025-07-24 13F Drucker Wealth 3.0, LLC 2.413 391
2025-08-26 13F Provident Investment Management, Inc. 5.470 1,77 908 -1,31
2025-08-11 13F Vanguard Group Inc 18.840.577 1,13 3.126.594 -1,88
2025-08-29 NP RAFE - PIMCO RAFI ESG U.S. ETF 364 25,52 60 22,45
2025-06-24 NP QLV - FlexShares US Quality Low Volatility Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.240 4,54 709 17,02
2025-08-29 13F Centaurus Financial, Inc. 799 15,13 0
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18.018 94,49 2.990 88,76
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 347 0,87 58 -1,72
2025-06-26 NP AMRMX - AMERICAN MUTUAL FUND Class A 4.387.223 15,77 733.500 29,68
2025-08-13 13F Miramar Capital, LLC 64.322 33,05 10.674 29,10
2025-07-30 13F Brookstone Capital Management 71.467 3,83 11.860 0,76
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 102.985 17.090
2025-07-28 NP VCULX - Growth Fund 298 48
2025-08-05 13F Fourth Dimension Wealth, LLC 238 39
2025-08-12 13F Mufg Securities Americas Inc. 3.280 25,38 544 21,70
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 35 6
2025-08-13 13F Allegheny Financial Group LTD 8.025 0,43 1.332 -2,56
2025-08-28 NP Elevation Series Trust - The Opal Dividend Income ETF 26.303 4.365
2025-07-11 13F Caldwell Securities, Inc 5.929 0,59 984 -2,48
2025-07-24 13F Commerzbank Aktiengesellschaft /fi 8.953 30,76 1 0,00
2025-07-15 13F Fortitude Family Office, LLC 26 271,43 4 300,00
2025-08-05 13F Corton Capital Inc. 1.555 258
2025-07-24 13F Us Bancorp \de\ 402.266 1,13 66.756 -1,88
2025-07-25 13F SPC Financial, Inc. 3.647 3,55 605 0,50
2025-08-01 13F Ashton Thomas Private Wealth, LLC 14.691 149,89 2.438 142,59
2025-07-30 13F Whittier Trust Co Of Nevada Inc 5.375 0,94 892 -2,09
2025-08-14 13F Horizon Investments, LLC 7.981 60,26 1.324 55,58
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 171.775 3,27 28.506 0,20
2025-07-25 13F Fifth Third Wealth Advisors LLC 4.248 53,47 705 48,84
2025-08-08 13F Thrive Capital Management, LLC 20.188 95,64 3.350 89,91
2025-07-14 13F Scharf Investments, Llc 545.858 90.588
2025-08-12 13F Jpmorgan Chase & Co 3.276.326 4,81 543.712 1,69
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 11.588 2,36 2 0,00
2025-08-25 NP MVCAX - MFS Mid Cap Value Fund A 561.139 3,80 93.121 0,72
2025-08-25 NP FTCE - First Trust New Constructs Core Earnings Leaders ETF 558 30,68 93 26,03
2025-05-15 13F Benchmark Investment Advisors LLC 3.000 513
2025-08-14 13F Van Eck Associates Corp 1.063.081 3.074,99 176 3.420,00
2025-08-13 13F Ossiam 12.003 40,70 1.992 36,46
2025-08-14 13F Freestone Grove Partners LP 324.908 53.918
2025-08-11 13F Principal Securities, Inc. 8.228 36,97 1.365 34,22
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.549 4,97 2.580 1,86
2025-07-31 13F Hixon Zuercher, LLC 4.093 2,38 679 -0,59
2025-08-27 NP SSPY - Stratified LargeCap Index ETF 1.288 23,14 214 19,66
2025-06-26 NP FLAPX - Fidelity Flex Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.459 9,79 1.080 22,89
2025-06-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43.046 2,53 7.197 14,86
2025-06-26 NP DUHP - Dimensional US High Profitability ETF 75.350 11,81 12.598 25,24
2025-08-07 13F Commerce Bank 8.134 4,55 1.350 1,43
2025-07-31 13F CVA Family Office, LLC 145 61,11 24 60,00
2025-08-26 NP RBCGX - Reynolds Blue Chip Growth Fund 250 25,00 41 24,24
2025-08-08 13F OmniStar Financial Group, Inc. 2.413 5,05 400 1,52
2025-06-24 NP SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27.211 16,88 4.549 30,94
2025-07-16 13F ORG Partners LLC 34 142,86 6 150,00
2025-06-26 NP HFIGX - Hartford Schroders Diversified Growth Fund Class I 280 35,27 47 53,33
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.912 53,32 950 42,71
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 142 31,48 23 22,22
2025-08-13 13F Westerkirk Capital Inc. 2.100 348
2025-08-14 13F Quantitative Investment Management, LLC 21.608 4
2025-08-13 13F Victory Capital Management Inc 276.001 98,58 46.027 93,63
2025-08-26 NP FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF 93.016 33,49 15.436 29,53
2025-08-06 13F SNS Financial Group, LLC 5.430 1,84 901 -1,21
2025-07-16 13F/A CX Institutional 2.947 6,85 0
2025-08-05 13F Cassaday & Co Wealth Management LLC 3.940 0,72 654 -2,39
2025-08-06 13F First Horizon Advisors, Inc. 567 12,28 94 9,30
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 635 10,05 106 23,26
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 20 3
2025-08-14 13F Williams Jones Wealth Management, LLC. 7.227 0,35 1.199 -2,60
2025-07-10 13F Mn Services Vermogensbeheer B.V. 54.969 1,48 9 0,00
2025-08-14 13F Wealth Preservation Advisors, LLC 1.167 0,78 194 -2,53
2025-07-11 13F/A Umb Bank N A/mo 52.244 11,69 8.670 8,36
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 11.899 1,93 1.975 -1,10
2025-07-25 13F Cwm, Llc 27.983 244,28 5 300,00
2025-08-21 NP MXVIX - Great-West S&P 500 Index Fund Investor Class 21.783 12,04 3.615 8,69
2025-07-21 13F J2 Capital Management Inc 2.495 19,49 414 15,97
2025-07-22 13F Mascoma Wealth Management LLC 54 9
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 209 24,40 35 21,43
2025-03-25 NP QDVAX - Quality Dividend Fund Class A 3.337 498
2025-05-15 13F/A Orion Portfolio Solutions, LLC 25.420 15,65 4.348 16,79
2025-06-26 NP DFVX - Dimensional US Large Cap Vector ETF 3.168 17,16 530 31,27
2025-08-13 13F Congress Wealth Management LLC / DE / 8.163 53,73 1.355 49,45
2025-08-12 13F Franklin Resources Inc 285.546 4,96 47.386 1,84
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 175.751 20,79 29.384 35,31
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 1.335 6,80 222 3,76
2025-08-18 13F/A Hudson Bay Capital Management LP 37.977 347,95 6.302 334,92
2025-07-17 13F Global Trust Asset Management, LLC 300 20,00 50 16,67
2025-08-06 13F Csenge Advisory Group 1.455 0,07 234 -3,72
2025-08-05 13F Accuvest Global Advisors 1.390 231
2025-08-14 13F Raymond James Financial Inc 483.728 2,53 80.275 -0,52
2025-06-23 NP Eaton Vance Tax Advantaged Dividend Income Fund 104.353 69,69 17.447 90,08
2025-08-01 13F First Command Advisory Services, Inc. 3.915 2,57 650 -0,46
2025-07-23 13F Ami Investment Management Inc 12.434 1,42 2.063 -1,57
2025-07-23 13F Klp Kapitalforvaltning As 131.295 2,66 21.788 -0,39
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 14.426 2,11 2.394 -0,95
2025-07-10 13F Fulton Bank, N.a. 1.312 4,88 218 1,88
2025-06-25 NP WRAAX - Wilmington Global Alpha Equities Fund Class A Shares 484 150,78 81 185,71
2025-05-30 NP WTV - WisdomTree U.S. Quality Shareholder Yield Fund N/A 11.344 64,76 1.940 66,52
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 4.556 29,47 762 44,95
2025-08-04 13F Impact Partnership Wealth, LLC 2.613 434
2025-08-08 13F Canada Post Corp Registered Pension Plan 2.749 456
2025-08-06 13F Adviser Investments LLC 6.875 3,74 1.141 0,62
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 3.500 15,97 581 12,40
2025-08-12 13F O'shaughnessy Asset Management, Llc 17.782 38,62 2.951 34,52
2025-07-24 13F Bernard Wealth Management Corp. 321 0,94 53 -1,85
2025-07-25 NP URTH - iShares MSCI World ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.522 5,87 1.530 -1,48
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 1.548 10,73 272 13,81
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 6.859 3.017,73 1.147 2.628,57
2025-08-29 NP Gabelli Dividend & Income Trust 6.000 20,00 996 16,37
2025-07-10 13F Clare Market Investments LLC 3.855 640
2025-07-29 13F CapWealth Advisors, LLC 66.989 1,33 11.117 -1,69
2025-06-26 NP FNILX - Fidelity ZERO Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36.515 1,56 6.105 13,75
2025-06-26 NP CUSEX - Capital Group U.S. Equity Fund Share class 6.126 1.024
2025-08-13 13F Walleye Capital LLC 7.056 95,78 1.171 89,94
2025-07-21 13F Cromwell Holdings LLC 514 173,40 85 165,63
2025-07-21 13F Ascent Group, LLC 5.951 284,68 987 273,86
2025-08-14 13F Toronto Dominion Bank 61.808 15,23 10.257 11,82
2025-08-14 13F Balyasny Asset Management Llc 758.471 125.868
2025-08-14 13F Aprio Wealth Management, LLC 1.237 205
2025-08-13 13F Walleye Capital LLC Put 28.200 19,49 4.680 15,93
2025-08-13 13F Isthmus Partners, Llc 72.840 0,88 12.088 -2,12
2025-08-27 NP VIMSX - Vanguard Mid-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.266.186 2,62 542.024 -0,43
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-31 13F Caitong International Asset Management Co., Ltd 12 71,43 2 0,00
2025-07-24 13F Standard Life Aberdeen plc 108.495 5,41 18.005 2,59
2025-08-04 13F Pinnacle Associates Ltd 1.930 1,10 320 -1,84
2025-08-14 13F Evergreen Capital Management Llc 2.612 84,72 433 79,67
2025-08-14 13F EP Wealth Advisors, Inc. 5.478 67,52 909 62,61
2025-08-26 NP VVIPX - Voya VACS Index Series S Portfolio 11.287 0,46 1.873 -2,50
2025-06-20 NP JMID - Janus Henderson Mid Cap Growth Alpha ETF 1.656 277
2025-08-29 NP DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 34.374 2,93 5.704 -0,12
2025-08-18 13F/A National Bank Of Canada /fi/ 140.557 24,78 23.324 21,09
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31.620 0,26 5.081 -6,70
2025-08-15 13F Stonebridge Capital Advisors LLC 16.533 0,33 2.744 -2,66
2025-07-30 13F Granite Harbor Advisors, Inc. 1.263 210
2025-08-12 13F one8zero8, LLC 3.244 1,57 538 -1,47
2025-08-12 13F Waterloo Capital, L.P. 1.410 10,59 234 6,88
2025-07-14 13F AdvisorNet Financial, Inc 1.388 11,04 230 7,98
2025-07-15 13F Burns Matteson Capital Management, LLC 2.717 451
2025-06-25 NP BFRE - Westwood LBRTY Global Equity ETF 30 5
2025-08-05 13F Plante Moran Financial Advisors, LLC 395 190,44 66 182,61
2025-08-05 13F Westside Investment Management, Inc. 40 7
2025-08-28 NP QCSTRX - Stock Account Class R1 11.269 0,73 1.870 -2,25
2025-08-14 13F Maven Securities LTD Put 2.900 3,57 481 0,63
2025-08-14 13F Maven Securities LTD Call 2.900 16,00 481 12,65
2025-07-16 NP CGGE - Capital Group Global Equity ETF Share Class 9.524 1.530
2025-08-08 13F SBI Securities Co., Ltd. 1.388 59,36 230 55,41
2025-08-14 13F Glenview Trust Co 4.463 2,98 741 -0,13
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67.455 9,02 10.839 1,43
2025-07-22 13F Bay Harbor Wealth Management, LLC 8 100,00 1
2025-08-14 13F CoreFirst Bank & Trust 689 114
2025-08-15 13F/A Florida Financial Advisors, Llc 3.979 9,49 660 6,28
2025-04-18 13F Halbert Hargrove Global Advisors, Llc 0 0
2025-06-26 NP TLORX - Transamerica Large Value Opportunities R 4.745 284,21 793 262,10
2025-07-22 13F Glassy Mountain Advisors, Inc. 30.002 4,05 4.979 0,95
2025-08-12 13F Zacks Investment Management 150.290 0,12 24.941 -2,86
2025-08-26 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 105.483 0,66 17.505 -2,34
2025-08-26 NP FCFY - First Trust S&P 500 Diversified Free Cash Flow ETF 40 7
2025-08-13 13F Kilter Group LLC 15 2
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 1.388 237
2025-07-31 13F Gill Capital Partners, Llc 1.252 0,81 208 -2,36
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 13.093 5,98 2.173 2,84
2025-08-14 13F Siemens Fonds Invest GmbH 12.663 3,01 2.101 -0,05
2025-08-13 13F Empire Financial Management Company, LLC 17.234 14,66 2.860 11,28
2025-08-07 13F Zions Bancorporation, National Association /ut/ 243 15,17 40 11,11
2025-08-13 13F Parkworth Wealth Management, Inc. 6 1
2025-08-26 NP KXI - iShares Global Consumer Staples ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32.854 15,18 5.452 11,77
2025-08-28 NP SSEYX - State Street Equity 500 Index II Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53.967 24,16 8.956 20,46
2025-06-26 NP FHOFX - Fidelity Series Large Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.371 28,97 229 44,94
2025-08-25 NP FTXG - First Trust Nasdaq Food & Beverage ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.961 18,08 1.155 14,58
2025-08-12 13F Pettyjohn, Wood & White, Inc 5.035 14,17 836 10,74
2025-08-13 13F Safe Harbor Fiduciary, LLC 2.800 10,80 465 7,41
2025-08-26 NP JUSA - JPMorgan U.S. Research Enhanced Large Cap ETF 63 10
2025-08-14 13F Harvest Investment Advisors, LLC 10.967 0,99 1.820 -1,99
2025-08-11 13F Slagle Financial, LLC 26.317 4.367
2025-08-08 13F KBC Group NV 65.333 59,37 11 42,86
2025-08-26 NP FSCS - Mid Cap US Equity Select ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.265 376
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 119 54,55 20 72,73
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 36.295 7,43 6.023 4,24
2025-08-27 NP VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -10.842 90,68 -1.799 85,08
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 176 31
2025-08-27 13F/A Brinker Capital Investments, LLC 27.603 8,59 4.581 5,36
2025-08-14 13F Financial Advisors Network, Inc. 1.798 17,98 298 14,62
2025-08-08 13F Larson Financial Group LLC 658 54,10 109 49,32
2025-08-07 13F Meeder Advisory Services, Inc. 2.358 10,03 391 6,83
2025-08-11 13F Symphony Financial, Ltd. Co. 4.475 744
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 74.683 1,27 12.001 -5,78
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 687 9,22 114 6,54
2025-08-06 13F Aspect Partners, LLC 67 378,57 11 450,00
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 199 46,32 33 43,48
2025-08-29 NP Gabelli Equity Trust Inc 10.000 42,86 1.660 38,60
2025-08-28 NP SPLG - SPDR(R) Portfolio Large Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 203.194 11,79 33.720 8,47
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -784 -130
2025-07-30 13F Studio Investment Management Llc 11.303 25,13 1.876 21,44
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19.813 15,67 3.184 7,61
2025-07-11 13F Busey Wealth Management 5.387 0,02 894 -3,04
2025-08-06 13F Resona Asset Management Co.,Ltd. 61.174 6,31 10.160 3,32
2025-08-08 13F Advisors Capital Management, LLC 5.114 3,38 849 0,24
2025-08-15 13F Equitable Holdings, Inc. 39.549 6,46 6.563 3,31
2025-07-29 13F Stephens Inc /ar/ 57.202 1,75 9.493 -1,28
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 64.522 107,32 10.707 99,20
2025-07-11 13F Global X Japan Co., Ltd. 57 9
2025-08-28 NP FRNKX - Frank Value Fund INVESTOR CLASS 8.030 1.333
2025-07-25 13F JustInvest LLC 21.021 29,30 3.489 25,47
2025-08-25 NP EHSTX - Eaton Vance Large-Cap Value Fund Class A 90.891 27,33 15.083 23,55
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.854 35,67 2.548 26,21
2025-07-24 13F Trust Co Of Toledo Na /oh/ 167 28
2025-08-14 13F Css Llc/il Put 2.000 332
2025-08-13 13F EverSource Wealth Advisors, LLC 697 20,17 116 16,16
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 3.583 0,59 595 -2,46
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 280 8,11 45 0,00
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -125 -21
2025-07-23 13F Absher Wealth Management, Llc 21.208 2,91 3.519 -0,14
2025-08-13 13F Gabelli Funds Llc 17.000 30,77 2.821 26,90
2025-07-29 NP WPGHX - WPG Partners Select Hedged Fund Institutional Short -100 -74,55 -16 -76,12
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27.682 2,03 4.594 -1,01
2025-08-11 13F Cornerstone Planning Group LLC 26 36,84 5 33,33
2025-08-28 NP New Age Alpha Funds Trust - NAA Opportunity Fund Class C 2.284 379
2025-08-07 13F CENTRAL TRUST Co 12.764 0,58 2.118 -2,40
2025-07-23 NP CFMCX - Column Mid Cap Fund 2.723 156,40 438 138,80
2025-05-28 NP NZUS - SPDR MSCI USA Climate Paris Aligned ETF 61 52,50 10 66,67
2025-08-13 13F Mount Yale Investment Advisors, LLC 215 36
2025-06-26 NP CVAR - Cultivar ETF 3.132 0,71 524 12,72
2025-07-18 13F Dogwood Wealth Management LLC 11 22,22 2 0,00
2025-07-16 NP CGCV - Capital Group Conservative Equity ETF Share Class 14.728 29,05 2.367 20,04
2025-07-16 13F Brown, Lisle/cummings, Inc. 792 0,13 131 -2,96
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 25 25,00 4 33,33
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 1.731 90,01 287 85,16
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5.025 0,16 807 -6,81
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.982 0,69 961 -6,34
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 31 5
2025-08-27 NP IVOAX - Ivy Mid Cap Income Opportunities Fund Class A 146.464 24.306
2025-08-13 13F B&D White Capital Company, LLC 6.600 1.095
2025-08-14 13F Kovitz Investment Group Partners, LLC 50.666 8,82 8.408 5,59
2025-07-31 13F/A Avion Wealth 37 2,78 0
2025-08-12 13F LPL Financial LLC 438.678 3,02 72.799 -0,04
2025-08-01 13F Rossby Financial, LCC 1.247 0,65 207 1,98
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.234 7,76 541 20,81
2025-08-06 13F Excalibur Management Corp 1.899 41,72 315 37,55
2025-07-15 13F Maseco Llp 32 5
2025-08-04 13F Amalgamated Bank 29.202 0,92 5 0,00
2025-08-14 13F/A Rockefeller Capital Management L.P. 27.905 3,86 4.631 0,76
2025-05-15 13F Texas Permanent School Fund 15.815 2.644
2025-08-25 13F Silverlake Wealth Management Llc 2.018 8,15 335 4,70
2025-06-25 NP ILCV - iShares Morningstar Large-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.103 1,76 686 13,98
2025-08-12 13F Swiss National Bank 447.900 7,49 74.329 4,30
2025-08-18 13F Geneos Wealth Management Inc. 6.348 2,07 1.053 -0,94
2025-07-29 NP Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 17.843 6,73 2.867 -0,69
2025-06-23 NP IYK - iShares U.S. Consumer Goods ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 99.681 19,19 16.666 33,52
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.711 22,47 955 37,27
2025-05-30 NP DIVZ - TrueShares Low Volatility Equity Income ETF 24.171 10,72 4.134 11,79
2025-06-25 NP SPRAX - Pgim Qma Mid-cap Value Fund Class A 2.000 334
2025-08-06 13F AE Wealth Management LLC 4.343 25,99 721 22,24
2025-07-25 13F Lawson Kroeker Investment Management Inc/ne 55.400 0,26 9.194 -2,72
2025-07-14 13F Painted Porch Advisors LLC 11 37,50 2 0,00
2025-08-21 NP MWMIX - VanEck Morningstar Wide Moat Fund Class I 2.320 385
2025-08-28 NP AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 51 8
2025-08-14 13F Lazard Asset Management Llc 5.920 6,09 1
2025-07-17 13F LifeGuide Financial Advisors, LLC 2.914 19,82 484 16,11
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 478 103,40 77 90,00
2025-08-14 13F ISAM Funds (UK) Ltd 14.710 219,85 2.441 210,56
2025-07-25 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 47.970 34,59 7.708 2,16
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 17 3
2025-07-22 13F Valley National Advisers Inc 62 3,33 0
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 329 0,92 55 -1,82
2025-08-05 13F Optivise Advisory Services LLC 1.336 5,11 222 1,84
2025-08-14 13F Capstone Investment Advisors, Llc 15.159 802,32 2.516 776,31
2025-07-23 13F Avantra Family Wealth, Inc. 1.540 0,06 256 -3,04
2025-07-24 13F GFG Capital, LLC 6 1
2025-08-14 13F Daiwa Securities Group Inc. 22.247 5,45 4 0,00
2025-08-06 13F Ipsen Advisor Group LLC 4.224 701
2025-08-13 13F Norges Bank 1.412.387 234.386
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.415 18,79 388 10,54
2025-08-01 13F Motco 1.573 136,90 293 158,41
2025-08-13 13F Financial Avengers, Inc. 169 0,60 28 0,00
2025-08-08 13F Geode Capital Management, Llc 4.567.373 2,85 755.305 -0,29
2025-07-25 13F We Are One Seven, LLC 6.562 21,00 1.089 17,37
2025-07-25 13F MOKAN Wealth Management Inc. 12.735 20,05 2.113 16,48
2025-08-13 13F Northwestern Mutual Wealth Management Co 21.168 4,07 3.513 0,98
2025-08-13 13F Northwest & Ethical Investments L.P. 16.770 2.783
2025-07-09 13F Inspirion Wealth Advisors, Llc 2.398 0,50 398 -2,45
2025-06-23 NP CNPIX - Consumer Goods Ultrasector Profund Investor Class 539 129,36 90 157,14
2025-08-12 13F DnB Asset Management AS 42.559 14,12 7.063 10,72
2025-08-12 13F American Century Companies Inc 806.075 16,75 133.768 13,28
2025-07-30 NP OUSA - ALPS | O'Shares U.S. Quality Dividend ETF Shares 10.587 0,36 1.701 -6,59
2025-07-31 13F West Michigan Advisors, Llc 1.030 265
2025-06-26 NP Clough Global Dividend & Income Fund 2.800 -221,74 468 -236,44
2025-08-11 13F Traub Capital Management LLC 629 104
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 3.510 1.466,96 600 1.295,35
2025-08-12 13F AlphaCore Capital LLC 1.659 42,77 275 38,89
2025-07-31 13F Opus Capital Group, LLC 954 0
2025-07-22 13F Brown Miller Wealth Management, LLC 2.877 15,26 477 11,97
2025-07-30 13F Ethic Inc. 7.776 3,56 1.299 1,96
2025-07-18 13F Robeco Institutional Asset Management B.V. 8.412 11,24 1.396 7,89
2025-08-01 13F Tevis Investment Management 8.277 114,71 1.374 110,58
2025-08-06 13F True Wealth Design, LLC 79 9,72 13 8,33
2025-08-22 NP FIMVX - Fidelity Mid Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20.687 45,84 3.433 41,51
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 26.656 11,37 4.457 24,75
2025-08-14 13F CoreCap Advisors, LLC 9.013 2,28 1.496 -0,80
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 229 288,14 38 280,00
2025-08-14 13F Quantinno Capital Management LP 50.842 1,70 8.437 -1,32
2025-08-25 NP VVSIX - Venerable US Large Cap Strategic Equity Fund Class I 5.944 986
2025-07-24 13F Stonebridge Financial Group, LLC 4.189 6,89 695 3,73
2025-07-30 NP ENDW - Cambria Endowment Style ETF 13 2
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 84.481 0,12 13.575 -6,85
2025-06-30 NP PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 445 19,62 74 34,55
2025-07-11 13F IFM Investors Pty Ltd 29.959 5,49 4.972 2,35
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 286.221 8,09 47.498 4,88
2025-08-08 13F Wealth Alliance 4.237 5,90 703 2,78
2025-08-14 13F Wahed Invest LLC 3.960 657
2025-07-21 13F Franklin Street Advisors Inc /nc 1.975 0
2025-08-11 13F Cypress Advisory Group LLC 15.095 2,26 2.505 -0,75
2025-08-08 13F Massachusetts Financial Services Co /ma/ 745.848 5,01 123.773 1,89
2025-08-14 13F Comerica Bank 57.293 2,92 9.508 -0,14
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 3.655 56,46 587 45,66
2025-08-14 13F Cascades Capital Asset Management, LLC 1.917 0,74 493 29,74
2025-08-14 13F/A Skopos Labs, Inc. 1.356 52,36 225 47,37
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1.170 90,55 196 114,29
2025-07-11 13F Grove Bank & Trust 74 25,42 12 20,00
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 4.566 0,73 763 12,87
2025-08-14 13F Amussen Hunsaker Associates Llc 123.971 5,14 20.573 2,01
2025-06-24 NP ESG - FlexShares STOXX US ESG Impact Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 850 3,79 142 16,39
2025-08-11 13F Westpac Banking Corp 1.649 9,13 274 5,81
2025-07-29 13F Planned Solutions, Inc. 1.459 242
2025-05-30 NP WBIF - WBI BullBear Value 3000 ETF 5.961 1.020
2025-08-05 13F GPS Wealth Strategies Group, LLC 827 189,16 137 185,42
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 4.721 0,47 783 -2,49
2025-08-27 NP CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 15.253 15,30 2.531 11,89
2025-06-24 NP Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 49.639 14,58 8.299 28,35
2025-07-03 13F Fiduciary Financial Group, Llc 1.175 207
2025-07-30 13F Avidian Wealth Solutions, LLC 3.856 0,42 640 -2,59
2025-08-07 13F 49 Wealth Management, Llc 1.839 27,27 305 23,48
2025-07-30 13F Bogart Wealth, LLC 1.821 8,91 302 5,96
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 5.217 8,98 838 1,45
2025-07-29 NP SPUS - SP Funds S&P 500 Sharia Industry Exclusions ETF 5.875 15,83 944 7,89
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 10.235 14,14 1.698 10,76
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 9.531 0,24 1.593 12,26
2025-08-13 13F Korea Investment CORP 34.247 15,33 5.683 11,91
2025-08-12 13F Dimensional Fund Advisors Lp 1.085.115 6,32 180.085 3,18
2025-07-24 13F Costello Asset Management, INC 1.010 0,50 168 -2,34
2025-05-05 13F Lindbrook Capital, Llc 690 139,58 118 145,83
2025-08-14 13F Cardiff Park Advisors, Llc 3.060 22,11 508 18,46
2025-07-30 13F St. James Investment Company, LLC 116.191 0,83 19.282 -2,17
2025-07-25 13F Oregon Public Employees Retirement Fund 12.776 0,79 2.120 -2,17
2025-08-05 13F Dunhill Financial, LLC 1.467 4.091,43 243 4.760,00
2025-07-16 13F Sylvest Advisors, LLC 5.315 1,82 882 -1,12
2025-08-04 13F Ledyard National Bank 2.782 1,42 462 -1,71
2025-08-11 13F Dorsey & Whitney Trust CO LLC 5.383 6,24 893 3,12
2025-08-12 13F Charles Schwab Investment Management Inc 5.116.739 2,51 849.123 -0,54
2025-08-14 13F Royal Bank Of Canada 3.083.916 12,02 511.776 8,69
2025-07-14 13F Kfg Wealth Management, Llc 5.493 9,01 912 5,81
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A Short -940 -157
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 323 0,94 54 -1,85
2025-05-14 13F Credit Agricole S A 44.102 9,62 7.543 10,70
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 1.732 290
2025-07-24 NP FGKFX - Fidelity Growth Company K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12.437 16,48 1.999 8,35
2025-07-17 13F Virginia Wealth Management Group, Inc. 21.305 1,63 3.536 -1,39
2025-07-16 13F Patton Fund Management, Inc. 1.608 267
2025-08-28 NP SPYV - SPDR(R) Portfolio S&P 500 Value ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 160.315 2,79 26.604 -0,26
2025-07-15 13F Patriot Investment Management Inc. 1.317 1,86 219 -1,36
2025-07-30 13F Klingman & Associates, LLC 3.665 2,17 608 -0,82
2025-08-27 NP JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 1.532 5,73 254 2,83
2025-08-26 NP SPFFX - Sphere 500 Climate Fund 122 20,79 20 17,65
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 149 37,96 25 33,33
2025-07-28 NP EAFVX - Eaton Vance Focused Value Opportunities Fund Class A 24.093 9,60 3.872 -10,97
2025-06-26 NP ACVF - American Conservative Values ETF 331 1,85 55 14,58
2025-08-11 13F New Age Alpha Advisors, LLC 2.339 4.152,73 388 4.211,11
2025-04-18 13F Wolf Group Capital Advisors 1.315 225
2025-06-23 NP QUAL - iShares Edge MSCI USA Quality Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 325.966 1,93 54.498 14,18
2025-07-24 NP FXAIX - Fidelity 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.863.772 0,72 299.490 -6,29
2025-08-11 13F Citigroup Inc 534.567 173,68 88.711 165,55
2025-08-14 13F Money Concepts Capital Corp 5.958 22,37 989 18,75
2025-08-14 13F Aquatic Capital Management LLC 25.483 4.229
2025-05-28 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 1.933 331
2025-07-31 13F Moloney Securities Asset Management, LLC 14.891 1,88 2.471 -1,12
2025-08-14 13F ICW Investment Advisors LLC 11.174 2,49 1.854 -0,54
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 21.985 4,16 3.648 1,08
2025-08-14 13F Rodgers Brothers Inc. 46.461 26,66 7.710 22,91
2025-08-12 13F Coston, McIsaac & Partners 20.557 0,94 3 0,00
2025-07-25 13F Apollon Wealth Management, LLC 13.512 158,01 2.242 150,50
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class Short -2.614 1,55 -437 13,80
2025-08-06 13F Moors & Cabot, Inc. 12.889 2,68 2.139 -0,37
2025-08-04 13F Quaker Wealth Management, LLC 967 160
2025-08-21 NP MOAT - VanEck Vectors Morningstar Wide Moat ETF 932.091 154.681
2025-08-12 13F Neo Ivy Capital Management 2.412 400
2025-08-14 13F Summit Trail Advisors, Llc 1.642 272
2025-08-27 13F/A Squarepoint Ops LLC Call 71.100 183,27 11.799 174,91
2025-08-27 13F/A Squarepoint Ops LLC Put 32.200 3,54 5.344 0,45
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 10.753 9,11 1.784 5,88
2025-06-26 NP FSPGX - Fidelity Large Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24.050 8,49 4.021 21,52
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 12.789 4,41 2.138 16,96
2025-08-13 13F Jones Financial Companies Lllp 19.361 18,54 3.232 16,47
2025-08-13 13F Beacon Pointe Advisors, LLC 62.691 0,75 10.404 -2,25
2025-08-12 13F Tarbox Family Office, Inc. 3.310 0,03 549 -3,00
2025-08-12 13F Change Path, LLC 11.873 21,23 1.970 17,61
2025-07-29 NP EBI - Longview Advantage ETF 1.640 3.246,94 264 3.187,50
2025-08-13 13F Legacy Capital Wealth Partners, LLC 2.194 364
2025-08-26 NP ABEQ - Absolute Core Strategy Etf 18.845 6,11 3.127 2,96
2025-08-27 NP CRFRX - Calvert Focused Value Fund Class R6 8.376 9,72 1.390 6,44
2025-08-26 NP GEQYX - EQUITY INDEX FUND Institutional 18.809 11,68 3.121 8,37
2025-08-29 NP MBOX - Freedom Day Dividend ETF 12.845 6,62 2.132 3,45
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 8 1
2025-07-22 13F Elevate Capital Advisors, LLC 18.026 27,80 2.991 24,00
2025-07-23 13F Mraz, Amerine & Associates, Inc. 3.115 517
2025-08-12 13F Ensign Peak Advisors, Inc 186.997 7,37 31.032 4,18
2025-07-24 13F Ronald Blue Trust, Inc. 1.711 33,57 284 29,22
Other Listings
DE:HSY 158,04 €
MX:HSY
GB:0J4X 189,17 USD
US:HSY 185,48 USD
IT:1HSY 166,92 €
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