IJH / iShares Trust - iShares Core S&P Mid-Cap ETF - Proprietà istituzionale - Venditori

iShares Trust - iShares Core S&P Mid-Cap ETF
US ˙ ARCA ˙ US4642875078

Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-07-21 13F Precedent Wealth Partners, Llc 137.387 -6,39 8.521 -0,50
2025-08-08 13F Hudock, Inc. 519.773 -4,16 32.236 1,86
2025-07-31 13F Darden Wealth Group Inc 28.631 -6,31 1.776 -0,45
2025-08-07 13F Cvfg Llc 8.791 -2,88 545 3,22
2025-07-30 13F Birch Hill Investment Advisors LLC 116.791 -0,06 7.243 6,22
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Moderate Growth Fund (I) 359.560 -0,16 22.300 6,11
2025-04-29 13F Hm Payson & Co 55.455 -6,48 3.236 -12,43
2025-08-01 13F First National Trust Co 276.388 -3,95 17.142 2,09
2025-07-22 13F Wealthcare Capital Management Llc 7.378 -1,35 458 4,82
2025-08-14 13F Macquarie Group Ltd 257.720 -44,70 15.984 -41,22
2025-08-14 13F LaSalle St. Investment Advisors, LLC 15.602 -14,64 1 -100,00
2025-08-14 13F Tudor Financial Inc. 17.550 -4,64 1.088 1,40
2025-07-21 13F Fairvoy Private Wealth, LLC 4.074 -84,74 253 -83,82
2025-07-28 13F RMR Capital Management, LLC 0 -100,00 0
2025-08-18 13F Wolverine Trading, Llc Put 15.600 -18,75 968 -13,43
2025-08-13 13F Per Stirling Capital Management, LLC. 214.680 -33,59 13.314 -29,41
2025-08-05 13F Smith Shellnut Wilson Llc /adv 91.539 -14,56 5.677 -9,18
2025-07-29 13F BKD Wealth Advisors, LLC 511.419 -1,42 31.718 4,78
2025-08-11 13F GKV Capital Management Co., Inc. 0 -100,00 0 -100,00
2025-08-01 13F GoalVest Advisory LLC 2.814 -10,67 175 -4,92
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-07-31 13F GenTrust, LLC 72.889 -13,51 4.521 -8,07
2025-08-05 13F AAFCPAs Wealth Management, LLC 181.223 -9,41 11.239 -3,71
2025-07-16 13F Signaturefd, Llc 10.702 -17,35 664 -12,19
2025-07-17 13F Clear Point Advisors Inc. 6.658 -2,62 413 3,52
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F 50.000 -9,09 3.101 -3,37
2025-04-04 13F Quent Capital, LLC 0 -100,00 0
2025-07-25 13F Community Bank, N.A. 163.129 -0,05 10.117 6,26
2025-07-14 13F CRA Financial Services, LLC 72.369 -7,92 4.488 -2,12
2025-08-08 13F Principal Financial Group Inc 284.800 -10,21 17.663 -4,56
2025-08-12 13F Stelac Advisory Services LLC 40.377 -17,69 2.504 -12,48
2025-05-01 13F Quest 10 Wealth Builders, Inc. 573 -52,99 33 -56,00
2025-07-23 NP IRSPX - Voya Target Retirement 2045 Fund Class I 162.594 -25,57 9.762 -27,79
2025-08-14 13F Df Dent & Co Inc 0 -100,00 0
2025-08-13 13F VestGen Advisors, LLC 371.478 -2,12 23.190 4,71
2025-08-29 NP CGHIX - Timber Point Global Allocations Fund Institutional Class Shares 9.000 -25,00 558 -20,29
2025-07-25 13F Pathway Financial Advisors LLC 3.742 -2,50 232 4,04
2025-08-11 13F Tidemark, LLC 1.616 -1,40 100 5,26
2025-07-18 13F Heritage Financial Services, LLC 0 -100,00 0
2025-08-12 13F Camden National Bank 39.608 -16,03 2.456 -10,76
2025-07-15 13F Marquette Asset Management, LLC 3.395 -8,96 211 -3,23
2025-07-10 13F Bigelow Investment Advisors, LLC 100.680 -1,28 6.244 4,94
2025-07-17 13F Janney Montgomery Scott LLC 1.179.588 -10,69 73 -5,19
2025-07-23 NP VTUFX - Voya Target Retirement 2065 Fund Class R6 23.289 -14,19 1.398 -16,74
2025-07-29 13F Lutz Financial Services LLC 1.457.901 -0,04 90.419 6,24
2025-07-15 13F Avaii Wealth Management, Llc 138.618 -16,41 8.597 -11,15
2025-07-21 13F Sageworth Trust Co 44.925 -68,63 2.786 -66,66
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100,00 0 -100,00
2025-08-05 13F Scarborough Advisors, LLC 0 -100,00 0
2025-08-13 13F Knuff & Co LLC 0 -100,00 0
2025-07-16 13F Beaumont Financial Advisors, LLC 572.606 -1,48 35.513 4,71
2025-07-31 13F Carrera Capital Advisors 20.699 -15,78 1.284 -10,53
2025-08-06 13F Legacy Bridge, LLC 10.263 -1,53 637 4,61
2025-07-31 13F Catalyst Capital Advisors LLC 8.386.471 -6,11 520.129 -0,20
2025-08-11 13F Anb Bank 358.152 -1,08 22.213 5,14
2025-07-16 13F Octavia Wealth Advisors, LLC 23.927 -2,05 1.484 4,07
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 193.057 -14,58 10.987 -21,47
2025-08-05 13F Dunhill Financial, LLC 1.543 -11,53 96 -5,94
2025-07-15 13F Bank Of Stockton 724.525 -0,24 44.935 6,04
2025-07-30 13F Citizens & Northern Corp 258.700 -10,99 16.045 -5,39
2025-08-06 13F Moors & Cabot, Inc. 31.069 -1,16 1.927 5,02
2025-08-14 13F Evercore Wealth Management, LLC 158.814 -0,03 9.850 6,26
2025-08-26 NP EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB 80.200 -18,41 4.974 -13,27
2025-08-08 13F Emerald Investment Partners, Llc 19.484 -3,77 1.208 2,29
2025-07-10 13F Tompkins Financial Corp 210.234 -38,24 13.039 -34,36
2025-08-12 13F RiverFront Investment Group, LLC 85.270 -84,87 5.288 -83,92
2025-07-29 13F Hoese & Co LLP 1.675 -14,76 104 -9,65
2025-08-08 13F Creative Planning 4.800.760 -4,04 297.743 1,99
2025-07-16 13F West Branch Capital LLC 390 -42,39 24 -38,46
2025-07-11 13F Trust Co Of Virginia /va 11.493 -2,50 713 3,64
2025-08-06 13F Valued Wealth Advisors LLC 20 -99,05 1 -99,18
2025-04-22 13F Bright Futures Wealth Management, LLC. 18.582 -0,43 996 -17,28
2025-08-19 13F Hohimer Wealth Management, Llc 7.779 -2,92 482 3,21
2025-08-07 13F Summit Asset Management, LLC 10.964 -0,47 680 5,76
2025-08-22 13F Cim Investment Mangement Inc 285.596 -50,82 17.713 -49,43
2025-08-07 13F Alpha Cubed Investments, LLC 5.630 -9,57 349 -3,86
2025-08-11 13F Summit Wealth Partners, LLC 68.747 -3,78 4.264 2,25
2025-08-11 13F Resurgent Financial Advisors LLC 4.755 -7,72 295 -2,00
2025-07-23 NP IRSQX - Voya Target Retirement 2050 Fund Class I 83.296 -24,26 5.001 -26,51
2025-08-08 13F Blankinship & Foster, LLC 26.442 -3,03 1.640 3,02
2025-08-08 13F Mason Street Advisors, Llc 98.600 -41,59 6.115 -37,91
2025-08-07 13F Midland Wealth Advisors Llc 16.302 -13,14 1.011 -7,67
2025-08-04 13F Mesirow Financial Investment Management, Inc. 671.772 -41,13 41.664 -37,42
2025-04-23 13F Sabal Trust CO 75.377 -8,60 4.398 -14,40
2025-07-29 13F Fundamentun, Llc 148.758 -1,76 9.226 4,41
2025-08-04 13F AMG National Trust Bank 184.526 -0,81 11.444 5,44
2025-07-14 13F Crew Capital Management, Ltd. 22.206 -17,76 1.377 -12,57
2025-08-14 13F McIlrath & Eck, LLC 7.715 -1,34 478 4,82
2025-08-14 13F Comerica Bank 2.799.778 -2,19 173.642 3,96
2025-07-18 13F PFG Investments, LLC 20.907 -9,37 1.297 -3,71
2025-08-11 13F TD Waterhouse Canada Inc. 47.801 -16,45 3.001 -10,42
2025-08-05 13F Code Waechter LLC 8.320 -17,46 516
2025-08-26 13F/A Thrivent Financial For Lutherans 422.960 -27,85 26 -25,71
2025-08-14 13F Harwood Advisory Group, LLC 0 -100,00 0
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio 91.250 -41,00 5.659 -37,28
2025-07-25 13F Gw Henssler & Associates Ltd 42.187 -2,49 2.616 3,65
2025-07-21 13F Stock Yards Bank & Trust Co 34.997 -11,86 2.171 -6,30
2025-05-13 13F Inspire Trust Co, N.a. 0 -100,00 0
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 33.530 -21,80 2.080 -16,87
2025-08-05 13F Summit Investment Advisory Services, LLC 0 -100,00 0
2025-07-30 13F Smith Thornton Advisors LLC 21.568 -1,17 1.338 5,03
2025-07-15 13F FLP Wealth Management, LLC 0 -100,00 0
2025-08-21 13F Aveo Capital Partners, LLC 0 -100,00 0
2025-07-09 13F Fiduciary Alliance LLC 4.203 -16,51 261 -11,26
2025-08-12 13F Cornerstone Wealth Management, LLC 87.110 -0,05 5.403 6,23
2025-08-13 13F Maia Wealth LLC 3.454 -48,92 214 -42,47
2025-07-25 13F Fifth Third Wealth Advisors LLC 850.048 -11,53 52.720 -5,97
2025-08-04 13F HBK Sorce Advisory LLC 43.432 -1,91 2.694 4,26
2025-08-04 13F/A 626 Financial, LLC 22.543 -10,02 1.398 -4,31
2025-07-11 13F Congress Park Capital LLC 0 -100,00 0
2025-08-14 13F Wetherby Asset Management Inc 47.955 -4,01 2.974 -4,43
2025-07-29 13F Millburn Ridgefield Corp 8.386.471 -6,11 520.129 -0,20
2025-07-11 13F Adirondack Trust Co 11.015 -1,52 683 4,75
2025-08-04 13F FRG Family Wealth Advisors LLC 96.480 -4,46 5.984 1,54
2025-08-14 13F Bragg Financial Advisors, Inc 11.490 -3,55 713 2,45
2025-07-14 13F Pacifica Partners Inc. 8.847 -1,12 549 10,26
2025-07-25 13F Tranquility Partners, LLC 32.054 -0,98 1.988 5,30
2025-07-16 13F Motive Wealth Advisors 20.785 -1,06 1.289 5,22
2025-08-06 13F Prospera Financial Services Inc 114.321 -1,54 7.092 4,65
2025-07-21 13F Monticello Wealth Management, Llc 24.302 -0,28 1.507 5,98
2025-08-08 13F Tortoise Investment Management, LLC 21.115 -1,72 1.310 4,47
2025-08-08 13F Sawgrass Asset Management Llc 7.608 -23,73 472 -19,07
2025-08-01 13F Rossby Financial, LCC 69.289 -3,55 4.297 5,71
2025-07-21 13F Creative Capital Management Investments LLC 4.754 -12,83 295 -7,55
2025-07-22 13F SOL Capital Management CO 113.824 -1,30 7 16,67
2025-08-06 13F Bensler, LLC 37.369 -0,18 2.318 6,09
2025-08-13 13F Fiduciary Group LLC 114.256 -2,16 7.086 3,99
2025-08-07 13F Legacy Advisors, LLC 0 -100,00 0
2025-07-09 13F Baron Financial Group, LLC 24.842 -2,05 1.541 4,12
2025-08-12 13F New Republic Capital, LLC 8.843 -0,06 548 6,20
2025-07-10 13F Sovran Advisors, LLC 6.430 -54,03 408 -46,94
2025-07-21 13F Kennebec Savings Bank 170 -46,71 11 -44,44
2025-07-24 13F Brandywine Oak Private Wealth Llc 10.915 -6,31 677 -0,44
2025-03-12 13F/A Private Capital Management Llc 30.077 -1,94 1.760 -5,53
2025-07-09 13F Central Bank & Trust Co 65.346 -0,60 4.053 5,66
2025-08-06 13F Capasso Planning Partners LLC 17.949 -23,05 1.113 -18,16
2025-07-18 13F Trust Co Of Vermont 337.920 -0,32 20.958 5,95
2025-08-14 13F Ancora Advisors, LLC 213.539 -1,22 13.244 4,99
2025-05-06 13F Proficio Capital Partners LLC 0 -100,00 0 -100,00
2025-05-15 13F Optiver Holding B.V. 0 -100,00 0
2025-07-23 13F Gainplan LLC 20.835 -50,53 1.292 -47,42
2025-07-31 13F Moser Wealth Advisors, LLC 1.000 -55,93 62 -53,03
2025-08-01 13F New York Life Investment Management Llc 196.944 -53,12 12.214 -50,17
2025-07-23 NP IRSVX - Voya Target Retirement 2055 Fund Class I 123.946 -22,88 7.442 -25,17
2025-08-14 13F Gotham Asset Management, LLC 35.210 -44,71 2.184 -41,24
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio 355.000 -14,46 22.017 -9,08
2025-08-13 13F Summit Financial, LLC 383.816 -1,93 23.804 4,23
2025-07-17 13F Smith Chas P & Associates Pa Cpas 3.591 -2,18 223 3,74
2025-08-08 13F Altfest L J & Co Inc 6.062 -20,21 376 -15,35
2025-08-12 13F XTX Topco Ltd 6.876 -44,51 426 -41,08
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 7.200 -14,26 447 -8,79
2025-08-14 13F Potomac Fund Management Inc /adv 5.402 -8,86 339 6,94
2025-07-11 13F Lincoln Capital LLC 20.072 -0,39 1.245 12,38
2025-07-14 13F S.A. Mason LLC 20.628 -0,24 1.279 6,05
2025-07-14 13F Lakeshore Financial Planning, Inc. 37.239 -0,57 2.310 5,68
2025-08-14 13F Warren Averett Asset Management, LLC 894.894 -0,85 55.501 5,39
2025-08-11 13F Perennial Investment Advisors, LLC 52.480 -2,99 3.255 3,11
2025-08-15 13F CI Private Wealth, LLC 2.676.479 -45,59 632.604 120,39
2025-08-12 13F Ensign Peak Advisors, Inc 45.369 -97,08 2.814 -96,90
2025-07-29 13F Ifrah Financial Services, Inc. 3.672 -6,09 228 -0,44
2025-07-17 13F Independence Bank of Kentucky 4.523 -0,59 281 5,66
2025-07-28 13F Cushing Capital Partners, LLC 40.140 -5,98 2.489 -0,08
2025-08-04 13F L.m. Kohn & Company 4.469 -28,51 277 -23,90
2025-04-21 13F Roberts Wealth Advisors, LLC 0 -100,00 0
2025-08-04 13F Creekmur Asset Management LLC 4.007 -85,24 248 -84,33
2025-08-13 13F Serenus Wealth Advisors, LLC 347.335 -16,15 21.542 -10,88
2025-07-16 13F Falcon Wealth Planning 9.443 -16,11 586 -10,82
2025-07-23 13F TriaGen Wealth Management LLC 0 -100,00 0
2025-07-22 13F Appleton Partners Inc/ma 16.160 -2,81 1
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 46.157 -0,07 2.863 6,20
2025-08-08 13F Foundations Investment Advisors, LLC 20.702 -14,04 1.284 -8,68
2025-08-14 13F Mpwm Advisory Solutions, Llc 24.609 -3,95 1.526 2,14
2025-07-15 13F Legacy Financial Group LLC 10.596 -1,63 657 4,62
2025-07-16 13F John W. Brooker & Co., CPAs 4.671 -83,26 299 -81,70
2025-08-13 13F Truvestments Capital Llc 572 -35,73 35 -31,37
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-07-16 13F Kathmere Capital Management, LLC 30.968 -5,01 1.921 0,95
2025-08-12 13F Nemes Rush Group LLC 10.681 -28,73 662 -24,26
2025-08-07 13F Strategy Asset Managers Llc 3.718 -11,37 231 -5,74
2025-08-08 13F JFG Wealth Management, LLC 4.925 -0,10 305 6,27
2025-05-13 13F Terril Brothers, Inc. 0 -100,00 0
2025-07-09 13F First Financial Corp /in/ 2.083 -21,84 129 -16,77
2025-03-28 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 55.586 -1,66 3.594 2,69
2025-04-25 13F TBH Global Asset Management, LLC 0 -100,00 0 -100,00
2025-08-13 13F Scotia Capital Inc. 490.041 -0,16 30.392 6,12
2025-07-31 13F BIP Wealth, LLC 5.835 -16,31 362 -11,08
2025-07-14 13F Enzi Wealth 36.463 -0,57 2.313 10,99
2025-07-15 13F Beacon Financial Planning, Inc 203.844 -5,39 12.642 0,56
2025-07-07 13F Enterprise Bank & Trust Co 311.078 -8,61 19.293 -2,86
2025-07-10 13F Uptown Financial Advisors LLC 13.103 -0,30 813 6,01
2025-07-17 13F Hengehold Capital Management Llc 88.859 -7,32 5.511 -1,48
2025-08-08 13F/A Ignite Planners, LLC 30.598 -0,41 1.942 10,35
2025-08-12 13F Sandhill Capital Partners LLC 8.250 -6,42 512 -0,58
2025-08-08 13F Pnc Financial Services Group, Inc. 15.612.577 -1,06 968.292 5,17
2025-07-30 13F Exencial Wealth Advisors, Llc 116.408 -0,21 7.220 6,05
2025-07-23 13F Tyche Wealth Partners LLC 10.893 -1,79 676 4,33
2025-08-06 13F Agf Management Ltd 56.130 -0,88 3.481 5,36
2025-08-11 13F Estate Counselors, LLC 0 -100,00 0
2025-07-17 13F Neumann Capital Management, LLC 209.360 -0,62 12.985 5,64
2025-08-11 13F Guidance Point Advisors, LLC 238.202 -4,95 14.773 1,03
2025-08-11 13F Citigroup Inc 413.880 -25,94 25.669 -21,28
2025-07-25 13F waypoint wealth counsel 28.709 -8,28 1.781 -2,52
2025-07-29 13F Private Trust Co Na 80.388 -2,04 4.986 4,11
2025-07-17 13F Moody Lynn & Lieberson, Llc 13.954 -1,29 865 4,98
2025-08-05 13F ADG Wealth Management Group, LLC 95.152 -14,53 5.901 -9,16
2025-08-07 13F Montag A & Associates Inc 293.843 -11,01 18.224 -5,41
2025-04-29 13F Davidson Trust Co 0 -100,00 0
2025-05-08 13F Essential Planning, LLC. 0 -100,00 0
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 234.310 -1,84 14.532 4,30
2025-07-22 13F Grimes & Company, Inc. 175.391 -0,07 10.878 6,22
2025-08-06 13F Horan Securities, Inc. 349.143 -1,09 21.654 5,13
2025-08-27 NP OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 1.100.000 -21,43 68.222 -16,49
2025-07-08 13F Legacy Private Trust Co. 75.817 -7,91 4.702 -2,10
2025-08-14 13F Crestmont Private Wealth LLC 112.254 -1,18 6.962 5,04
2025-07-17 13F Raleigh Capital Management Inc. 233 -13,38 14 -6,67
2025-07-29 13F Ballast, Inc. 0 -100,00 0
2025-07-22 13F Romano Brothers And Company 9.967 -1,79 618 4,39
2025-08-25 NP MML Series Investment Fund II - MML Blend Fund Initial Class 217.558 -2,94 13.493 3,17
2025-07-24 13F Zullo Investment Group, Inc. 9.132 -0,97 566 5,20
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-07-18 13F PBMares Wealth Management LLC 21.441 -2,04 1.330 4,07
2025-07-30 13F Phillips Financial Management, Llc 780.470 -1,12 48.405 5,10
2025-08-14 13F TCG Advisory Services, LLC 6.157 -10,99 382 -5,46
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 376.608 -3,00 23.357 3,11
2025-07-21 13F Sage Financial Management Group, Inc. 78.826 -13,40 5 -20,00
2025-07-16 13F Fortune Financial Advisors, LLC 18.424 -2,24 1.143 3,91
2025-07-16 13F True North Advisors, LLC 0 -100,00 0
2025-08-13 13F Sepio Capital, LP 0 -100,00 0
2025-07-15 13F Oxinas Partners Wealth Management LLC 8.545 -1,61 530 4,55
2025-07-22 13F MGO Private Wealth, LLC 6.726 -1,02 417 5,30
2025-07-10 13F Weinberger Asset Management, Inc 39.038 -1,84 2.421 4,35
2025-07-23 13F Nbt Bank N A /ny 63.741 -2,69 3.953 3,43
2025-07-28 13F Wealthspan Partners, Llc 46.977 -17,13 2.914 -11,91
2025-07-18 13F United Bank 19.019 -16,53 1.180 -11,29
2025-07-15 13F Cranbrook Wealth Management, LLC 82.646 -0,72 5.126 5,52
2025-08-11 13F Western Wealth Management, LLC 211.823 -0,47 13.137 5,79
2025-09-04 13F ZynergyRetirementPlanningLLC 0 -100,00 0
2025-07-15 13F Tepp RIA, LLC 23.442 -26,41 1.454 -21,80
2025-07-29 13F May Barnhard Investments LLC 90.234 -1,06 5.596 5,17
2025-07-22 13F Coastal Investment Advisors, Inc. 527 -38,36 33 -34,69
2025-07-10 13F Selective Wealth Management, Inc. 5.833 -0,31 371 16,67
2025-08-14 13F Objective Capital Management, LLC 10.921 -10,97 677 -5,31
2025-08-18 13F N.E.W. Advisory Services LLC 2.755 -15,88 171 -10,99
2025-08-18 13F Old North State Trust, LLC 8.171 -85,96 1 -100,00
2025-07-29 13F Vectors Research Management, LLC 127.108 -1,35 7.883 4,86
2025-08-13 13F Invesco Ltd. 14.018 -4,52 869 1,52
2025-08-06 13F ETF Store, Inc. 63.203 -0,32 3.920 5,95
2025-08-14 13F Certified Advisory Corp 163.783 -2,46 10.158 3,67
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 23.489 -1,41 1.457 4,75
2025-07-10 13F Atticus Wealth Management, Llc 31.701 -16,62 1.966 -11,36
2025-08-05 13F Cambiar Investors Llc 59.451 -44,66 3.687 -41,18
2025-07-10 13F Three Seasons Wealth, LLC 26.818 -7,39 1.663 -1,54
2025-07-14 13F ABLE Financial Group, LLC 11.926 -1,53 740 4,67
2025-08-13 13F Edgestream Partners, L.P. 0 -100,00 0
2025-07-07 13F Platt Investment Counsel, LLC 243.377 -1,19 15.094 5,02
2025-07-09 13F Praetorian Wealth Management, Inc. 0 -100,00 0
2025-07-18 13F Lynx Investment Advisory 101.899 -12,68 6.320 -7,20
2025-05-08 13F Menard Financial Group LLC 0 -100,00 0
2025-07-02 13F Lvm Capital Management Ltd/mi 16.257 -4,27 1
2025-07-30 13F Onyx Bridge Wealth Group LLC 6.580 -5,72 408 0,25
2025-07-30 13F BlueChip Wealth Advisors LLC 135.504 -2,47 8.404 3,68
2025-08-08 13F Financial Gravity Companies, Inc. 2.304 -8,17 143 -8,97
2025-08-05 13F State Of Michigan Retirement System 1.351.510 -0,75 83.821 5,49
2025-08-13 13F Cresset Asset Management, LLC 2.118.958 -52,40 131.418 -49,41
2025-07-14 13F Armstrong Advisory Group, Inc 27.584 -3,19 1.711 -3,66
2025-07-24 13F Freedom Day Solutions, LLC 0 -100,00 0
2025-07-15 13F Graypoint LLC 654.440 -3,88 40.588 2,16
2025-08-27 13F/A Squarepoint Ops LLC Call 0 -100,00 0 -100,00
2025-07-31 13F Auour Investments LLC 4.525 -13,23 281 -5,41
2025-07-16 13F Rebalance, Llc 76.240 -8,34 4.728 -2,58
2025-07-18 13F Newman Dignan & Sheerar, Inc. 67.278 -1,24 4.173 4,96
2025-08-12 13F Tradition Wealth Management, LLC 6.960 -4,61 432 1,41
2025-07-14 13F Cherrydale Wealth Management, Llc 5.613 -1,25 348 5,14
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 22.525 -13,96 1.397 -8,58
2025-07-23 13F Fulton Breakefield Broenniman Llc 659.073 -0,50 40.876 5,76
2025-08-11 13F Strategic Equity Management 7.353 -93,85 456 -93,46
2025-07-29 13F Chicago Partners Investment Group LLC 898.676 -0,37 57.875 10,17
2025-05-07 13F Ameraudi Asset Management, Inc. 0 -100,00 0
2025-08-04 13F Bordeaux Wealth Advisors LLC 116.652 -0,82 7.235 5,42
2025-08-13 13F Colonial Trust Advisors 217.608 -1,08 13.496 5,14
2025-08-06 13F Paladin Advisory Group, LLC 9.805 -1,51 608 4,83
2025-07-28 13F Copia Wealth Management 2.055 -11,57 127 -5,93
2025-07-23 NP IRSOX - Voya Target Retirement 2040 Fund Class I 91.087 -27,19 5.469 -29,36
2025-07-17 13F Paradigm Financial Partners, Llc 70.045 -12,41 4.344 -6,88
2025-08-14 13F Aristotle Capital Boston, LLC 506 -79,81 31 -78,77
2025-08-01 13F Brookwood Investment Group LLC 6.959 -42,93 432 -39,38
2025-08-08 13F Mv Capital Management, Inc. 14.020 -15,26 870 -9,95
2025-07-21 13F Segment Wealth Management, LLC 5.275 -1,22 327 5,14
2025-08-05 13F Key FInancial Inc 10.088 -5,92 626 0,00
2025-07-17 13F Smith Anglin Financial, LLC 67.202 -5,73 4.168 0,19
2025-07-11 13F International Private Wealth Advisors LLC 23.356 -4,21 1.449 1,83
2025-07-16 13F St Germain D J Co Inc 4.388 -3,24 272 3,03
2025-08-05 13F Prosperity Consulting Group, LLC 15.094 -5,60 936 0,43
2025-08-07 13F/A Ellerson Group Inc /adv 31.447 -51,18 1.950 -48,11
2025-04-30 13F Planning Directions Inc 0 -100,00 0
2025-05-15 13F Glenmede Trust Co Na 318.534 -6,94 18.586 -12,85
2025-08-13 13F GeoWealth Management, LLC 6.497 -44,29 403 -40,88
2025-07-22 13F Wealthcare Capital Partners, LLC 0 -100,00 0
2025-07-14 13F Proathlete Wealth Management Llc 0 -100,00 0
2025-07-22 13F Evensky & Katz LLC 24.496 -2,13 2 0,00
2025-08-14 13F Family Office Research LLC 4.973 -8,63 308 -2,84
2025-07-15 13F Wealth Effects Llc 22.095 -13,22 1.370 -7,74
2025-07-31 13F First Business Financial Services, Inc. 790.118 -0,43 49.003 5,84
2025-07-11 13F Afg Fiduciary Services Limited Partnership 106.283 -0,35 6.674 11,93
2025-08-06 13F SJA Financial Advisory, LLC 35.693 -4,48 2.214 1,51
2025-07-25 13F Stephens Consulting, LLC 11.066 -0,01 686 6,36
2025-07-21 13F Exchange Capital Management, Inc. 87.859 -6,94 5.449 -1,07
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 117.051 -1,33 7.260 4,88
2025-07-21 13F Verus Financial Partners, Inc. 62.554 -1,22 3.982 14,36
2025-07-15 13F Forte Capital Llc /adv 5.270 -4,53 327 1,24
2025-08-08 13F Strategies Wealth Advisors, LLC 10.698 -0,19 664 6,08
2025-08-04 13F Bristlecone Advisors, LLC 491.535 -0,51 30.485 5,75
2025-07-17 13F First County Bank /CT/ 24.298 -7,80 1.507 -2,02
2025-07-31 13F AlTi Global, Inc. 2.617.211 -58,12 162.446 -55,45
2025-07-09 13F Massmutual Trust Co Fsb/adv 792.742 -4,21 49.166 1,82
2025-07-16 13F Townsend Asset Management Corp /nc/ /adv 47.298 -1,53 2.933 4,68
2025-07-09 13F Chesley Taft & Associates LLC 620.416 -9,75 38.478 -4,07
2025-08-07 13F Verus Capital Partners, Llc 18.563 -23,73 1.151 -18,94
2025-07-23 NP ISOLX - Voya Target In-Retirement Fund Class I 17.333 -66,39 1.041 -67,41
2025-07-11 13F Compass Ion Advisors, LLC 18.710 -0,27 1.160 6,03
2025-07-22 13F Willner & Heller, Llc 16.044 -8,68 995 -2,93
2025-07-30 13F MTC Wealth Management LLC 178.141 -2,04 11.048 4,12
2025-08-08 13F Wrapmanager Inc 98.927 -2,64 6.135 3,49
2025-08-12 13F Weaver Consulting Group 16.030 -0,56 994 5,74
2025-08-13 13F SCS Capital Management LLC 669.029 -18,05 41.493 -12,90
2025-08-14 13F Apriem Advisors 4.645 -54,21 288 -51,27
2025-08-08 13F Trustco Bank Corp N Y 0 -100,00 0
2025-04-01 13F Modus Advisors, LLC 0 -100,00 0 -100,00
2025-07-07 13F Somerset Trust Co 11.285 -3,47 700 2,49
2025-07-16 13F New Insight Wealth Advisors 10.753 -1,62 667 4,55
2025-08-14 13F Abound Financial, Llc 0 -100,00 0
2025-05-06 13F Wilkins Investment Counsel Inc 0 -100,00 0
2025-07-16 13F American National Bank 107.344 -2,07 6.657 4,08
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100,00 0
2025-07-23 13F Ellsworth Advisors, LLC 5.176 -1,58 321 4,90
2025-07-22 13F Gutierrez Wealth Advisory, LLC 3.343 -6,36 207 -0,48
2025-07-23 13F Valmark Advisers, Inc. 916.270 -1,54 56.827 4,65
2025-07-02 13F InvesTrust 87.693 -3,92 5.439 2,12
2025-07-23 13F Roundview Capital LLC 8.128 -5,94 504 0,00
2025-07-11 13F Hilltop Wealth Advisors, Llc 12.191 -3,72 756 2,44
2025-08-08 13F Good Life Advisors, LLC 40.081 -0,90 2.486 5,34
2025-08-18 13F Finward Bancorp 29.300 -0,15 1.817 6,13
2025-07-10 13F Rockland Trust Co 28.934 -2,60 1.794 3,52
2025-08-13 13F M&t Bank Corp 1.573.707 -1,93 97.602 4,24
2025-07-14 13F Sweeney & Michel, Llc 13.853 -2,03 879 21,44
2025-08-05 13F Artemis Wealth Advisors, LLC 31.090 -89,01 1.928 -88,32
2025-07-11 13F Bell Bank 0 -100,00 0
2025-08-06 13F Golden State Wealth Management, LLC 46.534 -5,48 2.886 0,49
2025-08-08 13F Union Savings Bank 155.863 -1,81 9.822 6,07
2025-04-22 13F Rappaport Reiches Capital Management, LLC 6.135 -7,67 358 -13,77
2025-05-13 13F Francis Financial, Inc. 0 -100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 232.752 -1,30 14.435 4,91
2025-07-21 13F Sterling Investment Counsel, LLC 105.925 -41,19 6.569 -37,49
2025-07-29 13F Disciplined Investments, LLC 20.350 -3,81 1.262 2,27
2025-08-14 13F Bayesian Capital Management, LP 0 -100,00 0
2025-07-10 13F Baker Tilly Financial, Llc 113.076 -10,01 7.013 -4,36
2025-07-15 13F Bfsg, Llc 3.337 -10,94 207 -5,50
2025-08-04 13F 4J Wealth Management LLC 4.593 -7,72 285 -2,07
2025-05-15 13F Prosperity Financial Group, Inc. 0 -100,00 0
2025-08-05 13F Astra Wealth Partners LLC 56.083 -2,12 3.478 4,04
2025-08-11 13F Intrust Bank Na 647.999 -2,54 40.189 3,59
2025-07-14 13F Harbor Group, Inc. 356.605 -1,61 22.117 4,58
2025-08-06 13F Ironwood Wealth Management, LLC. 192.927 -16,37 11.965 -11,11
2025-07-31 13F Trademark Financial Management, LLC 4.585 -1,52 284 4,80
2025-07-23 13F Ohio National Investments, Inc. 2.140.000 -23,08 132.723 -18,24
2025-08-14 13F Fiduciary Trust Co 1.861.265 -1,82 115.436 4,36
2025-07-14 13F Maryland Capital Advisors Inc. 162 -15,18 10 -9,09
2025-08-01 13F Advisory Alpha, LLC 128.189 -4,65 7.950 1,35
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 13.041 -70,06 809 -68,36
2025-08-08 13F Fortis Group Advisors, LLC 22.011 -5,62 1.387 1,99
2025-08-14 13F State Street Corp 1.458.173 -2,95 90.436 3,16
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 7.570 -6,08 469 4,69
2025-08-12 13F Ameritas Investment Partners, Inc. 202.831 -5,45 12.580 0,50
2025-08-12 13F Cowa, Llc 16.014 -0,97 994 5,30
2025-08-15 13F Lgl Partners, Llc 393.414 -2,07 24.604 4,97
2025-07-08 13F/A Salem Investment Counselors Inc 19.562 -5,17 1.213 0,83
2025-07-24 13F Capital Advisors, Ltd. LLC 39.174 -4,80 2 0,00
2025-07-22 13F DT Investment Partners, LLC 566.203 -46,18 35.116 -42,79
2025-08-08 13F IMA Wealth, Inc. 22.176 -2,45 1.375 3,70
2025-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2025-07-21 13F Pacific Financial Group Inc 71.088 -14,28 4.409 -8,91
2025-08-06 13F Legacy Wealth Managment, LLC/ID 4.621 -24,89 287 -20,11
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 803.667 -2,23 49.843 3,92
2025-07-17 13F One Wealth Advisors, LLC 25.015 -4,45 1.551 1,57
2025-07-25 13F Lodestar Private Asset Management Llc 259.762 -0,26 16.110 6,01
2025-07-14 13F Mechanics Bank Trust Department 29.845 -6,28 1.851 -0,43
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 0 -100,00 0
2025-07-22 13F Gemmer Asset Management LLC 14.904 -19,49 924 -14,44
2025-05-14 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-01 13F Equita Financial Network, Inc. 10.593 -12,52 657 -7,08
2025-05-12 13F Scissortail Wealth Management, LLC 0 -100,00 0
2025-08-15 13F Captrust Financial Advisors 2.214.611 -0,40 137.350 5,86
2025-08-12 13F OneAscent Financial Services LLC 8.307 -42,59 1
2025-07-23 13F Steel Peak Wealth Management LLC 14.728 -2,02 913 4,10
2025-07-31 13F Glass Jacobson Investment Advisors llc 28.054 -5,76 1.740 -6,20
2025-07-18 13F Cooper Financial Group 25.029 -14,73 1.552 -9,35
2025-08-14 13F Stifel Financial Corp 2.347.270 -6,68 145.576 -0,81
2025-07-25 13F Total Clarity Wealth Management, Inc. 0 -100,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 695.131 -0,45 43.112 5,81
2025-08-13 13F Townsquare Capital Llc 8.327 -89,41 516 -88,75
2025-07-15 13F Mainstream Capital Management LLC 6.744 -0,22 418 6,09
2025-07-10 13F Marshall Financial Group LLC 13.479 -10,07 851 -2,63
2025-05-15 13F Select Equity Group, L.P. 0 -100,00 0
2025-07-14 13F Abound Wealth Management 6.326 -0,44 392 5,95
2025-07-17 13F LVW Advisors, LLC 7.824 -1,60 485 4,75
2025-08-08 13F Glassman Wealth Services 30.370 -1,42 1.884 4,79
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 8.636 -2,10 550 13,64
2025-07-24 13F/A McElhenny Sheffield Capital Management, LLC 4.757 -39,86 295 -36,01
2025-08-07 13F Vista Investment Partners Ii, Llc 7.131 -19,54 442 -14,51
2025-07-08 13F Heartwood Wealth Advisors LLC 3.791 -2,57 235 3,52
2025-08-14 13F Price T Rowe Associates Inc /md/ 24.916 -13,76 2 0,00
2025-07-16 13F Dakota Wealth Management 62.426 -30,81 3.872 -26,46
2025-08-12 13F Bedel Financial Consulting, Inc. 34.007 -1,08 2.109 5,66
2025-08-14 13F Xponance, Inc. 5.037 -40,51 312 -36,84
2025-07-18 13F Foundry Financial Group, Inc. 4.500 -88,77 279 -88,07
2025-08-05 13F Tsfg, Llc 17.673 -1,65 1 0,00
2025-08-01 13F Oarsman Capital, Inc. 17.739 -18,00 1.100 -12,84
2025-07-10 13F Park Capital Management, LLC / WI 0 -100,00 0
2025-07-25 13F RoundAngle Advisors LLC 85.115 -3,60 5.279 2,45
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 92.397 -1,18 5.730 5,04
2025-07-25 13F Verdence Capital Advisors LLC 34.059 -3,88 2.112 2,18
2025-07-03 13F Trinity Financial Advisors LLC 35.323 -35,60 2.191 -28,17
2025-05-15 13F Vident Advisory, LLC 0 -100,00 0 -100,00
2025-08-13 13F Colonial Trust Co / SC 80.641 -2,13 5.001 4,01
2025-07-23 13F Watershed Private Wealth Llc 19.608 -5,58 1.216 0,41
2025-07-23 13F Next Level Wealth Planning, LLC 7.121 -33,68 442 -29,55
2025-07-29 13F Arcus Capital Partners, LLC 124.426 -27,88 7.717 -23,35
2025-07-17 13F KWB Wealth 23.906 -2,17 1.395 -8,41
2025-07-16 13F ORG Partners LLC 29.556 -10,26 1.855 -3,69
2025-08-11 13F Novak & Powell Financial Services, Inc. 29.367 -27,82 1.821 -23,29
2025-08-13 13F Cary Street Partner Investment Advisory Llc 366 -23,59 23 -18,52
2025-07-24 13F True Link Financial Advisors, LLC 0 -100,00 0
2025-07-07 13F Vishria Bird Financial Group, LLC 132.237 -0,31 8.201 5,97
2025-08-05 13F Redwood Wealth Management Group, LLC 27.733 -0,12 1.720 6,17
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 25.810 -8,83 1.601 -3,09
2025-08-13 13F Boston Family Office Llc 53.674 -1,67 3 0,00
2025-07-15 13F SJS Investment Consulting Inc. 1.271 -52,94 79 -50,32
2025-07-28 13F Td Asset Management Inc 798.274 -6,40 49.509 -0,51
2025-05-12 13F Cahill Wealth Management, LLC 124.166 -0,71 7.245 -7,01
2025-08-14 13F Camden Capital, LLC 14.408 -13,82 894 -9,06
2025-07-15 13F Retirement Income Solutions, Inc 258.226 -65,77 16.015 -63,61
2025-07-16 13F ORG Wealth Partners, LLC 15.338 -8,02 964 -1,53
2025-07-24 13F Coordinated Financial Services, Inc. 15.366 -36,21 953 -36,51
2025-08-11 13F Adaptive Financial Consulting, LLC 8.939 -1,75 554 4,53
2025-07-10 13F High Net Worth Advisory Group LLC 56.698 -1,85 3.516 4,33
2025-07-21 13F Ameriflex Group, Inc. 7.541 -0,28 466 5,67
2025-08-14 13F Sentinus, LLC 26.146 -0,74 1.622 5,53
2025-08-04 13F Mayflower Financial Advisors, LLC 120.496 -33,15 7.473 -28,94
2025-08-07 13F Payden & Rygel 0 -100,00 0
2025-08-11 13F Aptus Capital Advisors, LLC 112.784 -4,60 6.995 1,39
2025-07-25 13F Yarger Wealth Strategies, Llc 12.435 -3,54 771 2,53
2025-07-15 13F Axis Wealth Partners, LLC 52.665 -5,08 3.266 0,90
2025-08-19 13F/A Pitcairn Co 108.340 -0,40 6.719 5,86
2025-07-16 13F Meridian Financial, LLC 118.001 -0,09 7.318 6,20
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Growth Portfolio 410.000 -23,08 25.428 -18,24
2025-04-23 13F St. Johns Investment Management Company, LLC 0 -100,00 0
2025-08-01 13F May Hill Capital, LLC 169.759 -11,10 10.528 -5,51
2025-07-08 13F Rise Advisors, LLC 4.461 -34,55 277 -30,48
2025-08-06 13F Founders Financial Securities Llc 76.295 -54,14 4.732 -49,93
2025-05-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-07-17 13F Investment Advisory Services Inc /tx /adv 32.130 -31,23 1.993 -26,93
2025-08-01 13F Capital Investment Counsel, LLC 191.568 -3,16 11.881 2,94
2025-07-17 13F CWA Asset Management Group, LLC 30.137 -19,13 1.869 -14,03
2025-07-17 13F HB Wealth Management, LLC 144.227 -15,97 8.945 -10,69
2025-07-30 13F TFB Advisors LLC 31.619 -0,04 1.961 6,29
2025-07-29 NP EBI - Longview Advantage ETF 0 -100,00 0 -100,00
2025-08-13 13F Rosenblum Silverman Sutton S F Inc /ca 12.965 -2,99 804 3,21
2025-07-16 13F Perigon Wealth Management, LLC 302.236 -7,99 18.745 -2,20
2025-08-13 13F M Holdings Securities, Inc. 0 -100,00 0
2025-08-07 13F Rossmore Private Capital 147.747 -1,07 9.163 5,16
2025-08-11 13F Wealthspire Advisors, LLC 14.821.322 -4,26 919.218 1,77
2025-07-21 13F Zwj Investment Counsel Inc 13.014 -4,73 807 1,25
2025-07-10 13F Charter Oak Capital Management, LLC 14.963 -7,78 928 -1,90
2025-08-15 13F Provenance Wealth Advisors, LLC 86.379 -4,43 5.357 1,59
2025-07-28 13F WealthPlan Investment Management, LLC 3.971 -28,84 246 -82,31
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 78.000 -12,85 4.838 -7,37
2025-05-16 13F Capital & Planning, Llc 0 -100,00 0
2025-07-30 13F Securian Asset Management, Inc 44.510 -38,02 2.761 -34,13
2025-07-29 13F Latitude Advisors, LLC 6.137 -6,25 381 -0,26
2025-07-21 13F West Financial Advisors, LLC 388.037 -3,73 24.066 2,33
2025-07-10 13F YHB Investment Advisors, Inc. 467.090 -0,30 28.969 5,97
2025-07-31 13F City State Bank 8.555 -0,29 531 6,00
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 529.806 -2,17 32.859 3,98
2025-07-10 13F Brooklyn FI, LLC 4.740 -1,37 294 4,64
2025-08-15 13F Fft Wealth Management Llc 191.122 -18,34 11.953 -12,48
2025-07-14 13F Clayton Financial Group LLC 0 -100,00 0
2025-08-13 13F Smith, Moore & Co. 241.177 -2,09 14.958 4,06
2025-07-22 13F Relyea Zuckerberg Hanson LLC 8.465 -30,46 525 -26,20
2025-08-14 13F Mission Creek Capital Partners, Inc. 83.418 -9,87 5.174 -4,20
2025-07-16 13F Diversified Enterprises, LLC 10.521 -18,11 653 -12,95
2025-08-11 13F Alps Advisors Inc 391.267 -7,56 24.266 -1,75
2025-08-18 13F Pacific Center for Financial Services 227.122 -1,33 14.086 4,88
2025-07-17 13F C2C Wealth Management, LLC 50.932 -1,54 3.159 4,64
2025-07-30 13F Wbh Advisory Inc 15.115 -8,65 937 -2,90
2025-07-03 13F First Hawaiian Bank 179.914 -7,63 11.158 -1,82
2025-07-17 13F Oakworth Capital, Inc. 47.957 -2,49 2.974 3,66
2025-07-25 13F Wealth Architects, LLC 3.340 -4,98 207 0,98
2025-08-06 13F OneAscent Family Office, LLC 8.545 -49,37 1
2025-08-08 13F Everett Harris & Co /ca/ 7.760 -2,51 481 3,66
2025-04-23 13F Community Financial Services Group, LLC 0 -100,00 0
2025-05-14 13F Spears Abacus Advisors LLC 0 -100,00 0
2025-07-16 13F Northern Oak Wealth Management Inc 38.889 -0,17 2.412 6,07
2025-07-11 13F Pinnacle Bancorp, Inc. 120.743 -0,24 7.488 6,03
2025-07-21 13F Ameritas Advisory Services, LLC 502.767 -27,76 31.182 -25,36
2025-08-12 13F MWA Asset Management 21.672 -1,61 1.344 4,59
2025-08-27 13F Seneca Financial Advisors LLC 0 -100,00 0 -100,00
2025-07-31 13F Kathleen S. Wright Associates Inc. 16.103 -0,98 999 5,27
2025-07-09 13F Thrive Wealth Management, LLC 16.207 -17,48 1.005 -12,30
2025-08-05 13F Magnolia Capital Advisors Llc 15.275 -2,90 947 3,27
2025-08-06 13F Savant Capital, LLC 454.932 -0,38 28.215 5,88
2025-07-21 13F Single Point Partners, LLC 690.178 -2,33 43 2,44
2025-08-08 13F Woodley Farra Manion Portfolio Management Inc 0 -100,00 0
2025-07-24 13F Callan Family Office, LLC 484.786 -5,77 30.066 0,16
2025-08-12 13F Wayfinding Financial, LLC 0 -100,00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 127.612 -2,24 7.915 3,91
2025-08-13 13F F/M Investments LLC 7.025 -41,14 436 -37,50
2025-08-08 13F Hartland & Co., LLC 940.102 -4,69 58.305 1,31
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100,00 0
2025-07-16 13F Wealth Group Ltd 43.932 -6,06 2.725 -0,15
2025-05-07 13F Seneschal Advisors, LLC 0 -100,00 0
2025-08-11 13F Factorial Partners, Llc 0 -100,00 0
2025-08-14 13F Sherman Asset Management, Inc. 35.646 -0,58 2.211 5,64
2025-07-23 13F Litman Gregory Asset Management LLC 667.558 -23,35 41.402 -18,53
2025-07-24 13F MFA Wealth Services 27.412 -0,16 1.700 6,18
2025-07-29 13F Citizens Business Bank 29.019 -0,04 1.800 6,26
2025-08-15 13F Kestra Advisory Services, LLC 814.600 -14,52 50.522 -9,15
2025-07-31 13F Burke & Herbert Bank & Trust Co 136.934 -0,24 8.493 6,03
2025-08-11 13F Lowe Brockenbrough & Co Inc 606.403 -1,30 37.609 4,91
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 9.363 -18,28 581 -13,17
2025-07-28 13F Rik Saylor Financial, Inc. 41.362 -0,75 2.565 5,51
2025-08-12 13F Cynosure Management, Llc 21.535 -0,45 1.336 5,78
2025-08-13 13F Baker Avenue Asset Management, LP 35.478 -0,28 2.200 5,97
2025-07-23 13F Hardy Reed LLC 189.617 -0,09 11.760 6,19
2025-04-23 13F WoodTrust Financial Corp 0 -100,00 0
2025-07-28 13F Kiker Wealth Management, LLC 1.165 -45,96 72 -42,40
2025-07-30 13F Fiduciary Family Office, Llc 3.275 -21,84 203 -16,80
2025-05-14 13F Corebridge Financial, Inc. 0 -100,00 0 -100,00
2025-08-14 13F Peapack Gladstone Financial Corp 116.196 -0,39 7 16,67
2025-08-13 13F IAG Wealth Partners, LLC 7.267 -9,03 451 -3,43
2025-05-05 13F Northeast Planning Associates, Inc. / Nh / 0 -100,00 0
2025-08-12 13F Edmond De Rothschild Holding S.a. 5.913 -13,82 367 -8,50
2025-07-09 13F Procyon Private Wealth Partners, LLC 7.929 -82,42 492 -81,34
2025-07-18 13F Parsons Capital Management Inc/ri 76.084 -1,67 4.719 4,50
2025-06-24 NP MDAKX - MainStay Moderate ETF Allocation Fund Class C 111.219 -13,94 6.329 -24,24
2025-04-15 13F Transform Wealth, LLC 4.535 -14,84 265 -20,24
2025-08-06 13F New Millennium Group LLC 312 -22,39 19 -17,39
2025-08-14 13F STAR Financial Bank 76.861 -9,19 4.767 -3,48
2025-07-21 13F Corundum Group, Inc. 31.180 -1,95 1.934 4,20
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 3.362 -59,35 0
2025-08-14 13F Connecticut Wealth Management, LLC 2.135.947 -4,67 132.471 1,33
2025-07-29 13F TFC Financial Management 5.036 -14,56 312 -9,04
2025-08-11 13F Avantax Planning Partners, Inc. 20.001 -1,44 1.240 4,73
2025-05-12 13F Symphony Financial Services, Inc. 0 -100,00 0
2025-07-28 13F Revolve Wealth Partners, LLC 32.493 -0,16 2.015 6,16
2025-07-23 13F Winthrop Advisory Group LLC 222.819 -1,57 13.819 4,62
2025-07-17 13F Johnson Bixby & Associates, LLC 9.291 -1,35 576 4,92
2025-07-22 13F Penobscot Investment Management Company, Inc. 5.065 -25,68 314 -20,91
2025-07-29 13F Spirit Of America Management Corp/ny 8.126 -7,17 512 0,39
2025-07-21 13F Crews Bank & Trust 12.642 -3,77 784 2,35
2025-08-07 13F Cascade Financial Partners, LLC 4.718 -36,14 293 -32,25
2025-05-15 13F Rakuten Investment Management, Inc. 12.165 -12,51 708 -18,15
2025-07-17 13F Willow Creek Wealth Management Inc. 42.212 -3,66 2.618 2,39
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 274.108 -1,14 17.000 5,08
2025-08-14 13F Silvercrest Asset Management Group Llc 65.285 -20,16 4.049 -15,15
2025-08-12 13F Steward Partners Investment Advisory, Llc 1.207.705 -26,68 74.902 -22,07
2025-08-04 13F Clear Investment Research, Llc 44.292 -0,78 2.747 5,49
2025-07-10 13F HWG Holdings LP 0 -100,00 0
2025-04-17 13F Cyndeo Wealth Partners, LLC 0 -100,00 0
2025-06-24 NP MOEAX - MainStay Growth ETF Allocation Fund Class A 118.561 -9,12 6.747 -19,99
2025-07-30 13F Sonata Capital Group Inc 77.537 -3,02 5 0,00
2025-04-30 13F POM Investment Strategies, LLC 0 -100,00 0
2025-07-18 13F jvl associates llc 313.548 -8,32 19.446 -2,56
2025-04-17 13F Avid Wealth Partners LLC 0 -100,00 0
2025-08-11 13F Teachers Insurance & Annuity Association Of America 29.149 -1,12 1.808 5,06
2025-07-31 13F Gallagher Capital Advisors, LLC 133.414 -38,27 8.565 -32,08
2025-07-25 13F Hobbs Group Advisors, LLC 9.220 -3,68 572 2,33
2025-08-05 13F Sigma Planning Corp 359.171 -0,11 22.276 6,17
2025-08-11 13F Bellwether Advisors, LLC 94.282 -0,51 5.847 5,77
2025-08-14 13F Banque Transatlantique SA 0 -100,00 0
2025-08-18 13F Front Row Advisors LLC 230 -27,44 14 -22,22
2025-07-11 13F Ullmann Financial Group, Inc. 118.883 -3,75 7.373 2,30
2025-07-18 13F Pacific Point Advisors, LLC 22.196 -1,91 1.377 4,24
2025-08-14 13F Glen Eagle Advisors, LLC 13.294 -0,53 825 5,78
2025-08-05 13F Lifeworks Advisors, LLC 4.881 -35,20 303 -31,21
2025-08-08 13F Wiser Advisor Group LLC 0 -100,00 0
2025-07-29 13F Wealthstream Advisors, Inc. 21.567 -0,83 1.338 5,36
2025-08-12 13F Bank OZK 4.957 -6,15 307 -0,32
2025-07-14 13F Sowell Financial Services LLC 53.773 -12,31 3.335 -6,79
2025-07-08 13F Partnership Wealth Management, LLC 168.794 -2,32 10.469 3,83
2025-08-05 13F Sheridan Capital Management, LLC 0 -100,00 0
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 468.694 -3,31 29.068 2,77
2025-08-12 13F Mystic Asset Management, Inc. 6.645 -1,12 412 5,10
2025-07-25 13F Mitchell Capital Management Co 8.769 -9,70 556 -1,77
2025-08-06 13F SOUTH STATE Corp 59.835 -3,64 3.711 2,40
2025-07-23 13F Narwhal Capital Management 10.805 -21,59 670 -16,67
2025-05-14 13F Bbr Partners, Llc 0 -100,00 0
2025-04-29 13F Moody Aldrich Partners Llc 0 -100,00 0
2025-04-17 13F Vista Wealth Management Group, LLC 3.628 -16,54 212 -21,85
2025-08-01 13F Austin Private Wealth, LLC 7.537 -17,65 467 -12,55
2025-08-13 13F PineBridge Investments, L.P. 0 -100,00 0
2025-07-11 13F Seacrest Wealth Management, Llc 10.785 -0,07 669 6,20
2025-05-28 13F Silicon Valley Capital Partners 4.478 -11,50 261 -17,46
2025-08-04 13F Lockheed Martin Investment Management Co 0 -100,00 0
2025-08-06 13F Middleton & Co Inc/ma 82.175 -4,97 5.097 1,01
2025-07-22 13F Integrated Capital Management, LLC 0 -100,00 0
2025-07-29 13F Mattson Financial Services, LLC 0 -100,00 0
2025-07-03 13F TrueWealth Advisors, LLC 4.705 -2,14 292 3,93
2025-08-14 13F Oxford Financial Group Ltd 37.640 -0,44 2.334 5,85
2025-04-18 13F Pacific Capital Wealth Advisors, Inc 0 -100,00 0 -100,00
2025-07-09 13F Emprise Bank 11.437 -1,72 709 4,42
2025-08-14 13F GWM Advisors LLC 399.318 -4,36 24.766 1,66
2025-07-23 13F Traphagen Investment Advisors Llc 16.098 -0,06 998 6,28
2025-07-30 13F DecisionMap Wealth Management, LLC 4.169 -4,36 259 1,57
2025-07-30 13F D.a. Davidson & Co. 499.581 -0,81 30.984 5,43
2025-07-18 13F SOA Wealth Advisors, LLC. 57.978 -9,27 3.596 -3,57
2025-07-30 13F Fingerlakes Wealth Management, Inc. 5.062 -0,69 314 5,39
2025-07-15 13F Fifth Third Bancorp 4.695.686 -3,36 291.226 2,72
2025-07-24 13F PDS Planning, Inc 229.329 -1,94 14.223 4,22
2025-07-29 13F Northeast Investment Management 4.789 -4,73 297 1,37
2025-08-13 13F Willis Johnson & Associates, Inc. 64.868 -0,30 4.023 5,98
2025-07-23 NP IRSLX - Voya Target Retirement 2025 Fund Class I 31.574 -60,37 1.896 -61,55
2025-08-14 13F FIL Ltd 932.456 -63,32 57.831 -61,01
2025-08-07 13F Legacy Financial Advisors, Inc. 6.030 -22,11 374 -17,29
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares 63.486 -8,89 3.937 -3,15
2025-07-24 13F Vantage Point Financial LLC 5.541 -2,03 344 3,94
2025-07-29 13F Lyell Wealth Management, Lp 40.085 -6,31 2.486 -0,40
2025-08-06 13F Stone House Investment Management, LLC 9.147 -1,33 567 5,00
2025-08-11 13F Lcnb Corp 33.855 -0,81 2.100 5,42
2025-08-12 13F Argent Trust Co 359.658 -0,48 22.306 5,78
2025-08-14 13F City National Bank Of Florida /msd 19.205 -0,04 1.191 6,24
2025-07-17 13F Alliance Wealth Advisors, LLC 68.804 -42,82 4.267 -39,23
2025-07-07 13F Global Wealth Strategies & Associates 9.346 -18,72 580 -13,58
2025-08-14 13F Ubs Asset Management Americas Inc 111.435 -8,95 6.911 -3,22
2025-07-31 13F New Hampshire Trust 135.004 -0,94 8.373 5,29
2025-07-16 13F Holland Advisory Services, Inc. 266.583 -0,32 16.534 5,95
2025-07-17 13F Moss Adams Wealth Advisors LLC 6.365 -0,90 395 5,35
2025-07-30 13F Meadow Creek Wealth Advisors Llc 10.429 -21,52 647 -16,65
2025-08-04 13F IFG Advisory, LLC 202.746 -1,53 12.574 4,67
2025-08-08 13F Accredited Investors Inc. 2.041.023 -23,60 126.584 -18,80
2025-08-19 13F Newbridge Financial Services Group, Inc. 695 -94,55 43 -94,21
2025-07-14 13F Acropolis Investment Management, LLC 1.574.000 -1,13 97.619 5,09
2025-07-28 13F Perfromance Wealth Partners, LLC 6.279 -8,52 389 -2,75
2025-08-14 13F Geneva Partners, LLC 4.613 -2,60 286 3,62
2025-07-21 13F Cape Ann Savings Bank 257.478 -2,64 15.969 3,48
2025-07-22 13F Peoples Bank /oh 135.538 -7,15 8.406 -1,30
2025-07-31 13F Lazard Freres Gestion S.A.S. 0 -100,00 1
2025-07-22 13F Iowa State Bank 374.598 -0,47 23.233 5,79
2025-08-13 13F Northern Trust Corp 22.692.318 -0,84 1.407.378 5,39
2025-07-22 13F Beacon Financial Advisory LLC 4.464 -50,74 277 -47,73
2025-08-13 13F River Wealth Advisors LLC 66.909 -1,25 4.150 4,96
2025-07-15 13F Cora Capital Advisors Llc 24.835 -0,16 1.540 6,13
2025-08-12 13F Allen Capital Group, LLC 16.247 -17,81 1.008 -12,66
2025-07-10 13F Peoples Bank/KS 0 -100,00 0
2025-07-07 13F Trust Co 1.790 -18,64 111 -13,28
2025-08-06 13F Simmons Bank 279.215 -3,25 17.317 2,84
2025-07-28 13F Patten & Patten Inc/tn 5.070 -27,05 314 -22,47
2025-07-21 13F TFG Advisers LLC 16.521 -0,94 1.025 5,24
2025-08-08 13F Fiera Capital Corp 624.180 -6,08 38.712 -0,17
2025-07-09 13F Lbmc Investment Advisors, Llc 74.517 -12,32 4.622 -6,80
2025-08-14 13F Clg Llc 13.304 -29,95 825 -25,54
2025-07-09 13F Fermata Advisors, LLC 7.533 -13,18 467 -7,71
2025-05-05 13F Arcadia Wealth Management, LLC 0 -100,00 0
2025-07-31 13F Buckingham Strategic Partners 70.669 -10,09 4.383 -4,45
2025-08-05 13F Westside Investment Management, Inc. 1.256 -5,35 78 0,00
2025-07-30 13F Rehmann Capital Advisory Group 0 -100,00 0
2025-08-14 13F Full Sail Capital, LLC 1.276.269 -0,53 79.154 5,72
2025-07-29 13F Stratos Wealth Partners, LTD. 1.090.149 -1,52 67.611 4,67
2025-04-21 13F O'Dell Group, LLC 0 -100,00 0
2025-08-13 13F Capital Fund Management S.a. Put 0 -100,00 0 -100,00
2025-08-01 13F Gwn Securities Inc. 14.335 -81,70 892 -80,89
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F 30.000 -9,09 1.861 -3,38
2025-08-01 13F Heritage Wealth Management, Inc./Texas 40.946 -5,39 2.538 0,51
2025-08-04 13F One Day In July LLC 89.038 -32,66 5.522 -28,43
2025-08-11 13F Great Lakes Advisors, Llc 0 -100,00 0
2025-07-16 13F/A CX Institutional 154.888 -7,78 10 0,00
2025-08-11 13F Madison Asset Management, LLC 288.286 -9,74 17.879 -4,06
2025-07-18 13F BSW Wealth Partners 76.898 -3,72 4.769 2,34
2025-08-08 13F Citizens Financial Group Inc/ri 3.109.469 -2,37 192.849 3,77
2025-07-14 13F Gries Financial Llc 73.608 -2,39 4.565 3,75
2025-08-07 13F Allworth Financial LP 600.038 -0,21 37.214 8,87
2025-07-31 13F Waldron Private Wealth LLC 193.277 -2,15 11.987 4,01
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 34.507 -0,13 2.140 6,15
2025-07-30 13F Nottingham Advisors, Inc. 274.195 -6,62 17.006 -0,75
2025-08-14 13F Riggs Asset Managment Co. Inc. 4.079 -97,71 253 -97,57
2025-05-09 13F Fairfield Financial Advisors, LTD 0 -100,00 0
2025-07-31 13F Guardian Asset Advisors, LLC 92.228 -1,95 5.720 4,21
2025-07-11 13F Wealth Management Partners, LLC 20.986 -1,30 1.325 6,85
2025-07-18 13F First United Bank Trust/ 2.215 -3,70 137 2,24
2025-07-02 13F Crumly & Associates Inc. 50.725 -0,07 3.146 6,21
2025-07-25 13F Midwest Capital Advisors, LLC 2.609 -32,22 162 -28,12
2025-07-25 13F Cwm, Llc 716.177 -28,93 44 -24,14
2025-08-14 13F Letson Investment Management, Inc. 0 -100,00 0 -100,00
2025-08-05 13F Continuum Wealth Advisors, Llc 19.945 -0,99 1.237 5,19
2025-07-09 13F Affinity Capital Advisors, LLC 128.875 -0,43 7.993 13,59
2025-08-05 13F Gilbert & Cook, Inc. 38.028 -0,41 2.358 5,83
2025-08-13 13F Correct Capital Wealth Management 19.416 -5,87 1.204 0,08
2025-07-24 13F Eastern Bank 132.942 -2,87 8.245 3,24
2025-08-19 13F Advisory Services Network, LLC 314.681 -26,54 19.834 -20,64
2025-08-12 13F Farmers National Bank 9.693 -0,51 601 5,81
2025-08-13 13F Gateway Wealth Partners, LLC 8.845 -26,07 549 -21,49
2025-08-06 13F Hoxton Planning & Management, LLC 12.162 -1,63 754 4,58
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio 39.840 -7,59 2.471 -1,79
2025-07-25 13F Wells Financial Advisors INC 11.155 -22,80 692 -18,03
2025-05-07 13F WMS Partners, LLC 0 -100,00 0
2025-07-07 13F OMNI 360 Wealth, Inc. 12.748 -1,59 791 4,64
2025-08-12 13F/A Cozad Asset Management Inc 65.975 -3,51 4.092 2,56
2025-07-18 13F Rogco, Lp 118.871 -0,86 7.372 5,37
2025-08-04 13F UNIVEST FINANCIAL Corp 46.391 -0,87 2.877 5,38
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 12.858 -1,42 797 4,73
2025-07-09 13F Market Street Wealth Management Advisors Llc 3.810 -1,42 236 4,89
2025-07-23 13F Arcadia Investment Advisors Llc 34.225 -0,19 2.123 6,10
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio 7.350 -48,06 456 -44,85
2025-07-29 13F Aspiriant, Llc 66.227 -2,43 4.107 3,71
2025-07-24 13F Blair William & Co/il 679.166 -50,54 42.122 -47,43
2025-08-13 13F Quadrant Capital Group Llc 662.339 -9,60 41.078 -3,91
2025-07-23 13F Joel Isaacson & Co., LLC 58.665 -1,83 3.638 4,36
2025-08-11 13F Mosaic Family Wealth Partners, Llc 3.634 -21,56 225 -16,67
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 1.574 -24,36 98 -19,83
2025-07-29 13F Mutual Of America Capital Management Llc 3.305 -6,19 205 -0,49
2025-08-04 13F Kovack Advisors, Inc. 8.003 -9,82 496 -4,06
2025-08-14 13F Keebeck Wealth Management, LLC 5.805 -14,95 360 -9,55
2025-04-29 13F Royal Harbor Partners, LLC 0 -100,00 0
2025-07-15 13F/A Northstar Asset Management Inc 0 -100,00 0
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 26.857 -15,13 1.666 -9,80
2025-08-12 13F Integrated Advisors Network LLC 221.335 -13,11 13.727 -7,64
2025-07-25 13F Lion Street Advisors, LLC 7.816 -1,28 485 4,99
2025-07-17 13F Beacon Capital Management, LLC 1.274 -43,48 79 -39,69
2025-08-06 13F Wsfs Capital Management, Llc 49.015 -12,07 3.040 -6,55
2025-08-04 13F Noesis Capital Mangement Corp 0 -100,00 0
2025-08-12 13F Rhumbline Advisers 113.715 -49,96 7.053 -46,82
2025-05-01 13F Grant/GrossMendelsohn, LLC 24.875 -9,05 1.413 -17,14
2025-07-23 13F Capital Management Associates, Inc 25.886 -45,96 1.605 -42,58
2025-05-05 13F Eagle Bay Advisors LLC 0 -100,00 0 -100,00
2025-08-04 13F Keybank National Association/oh 9.041.121 -0,85 560.731 5,39
2025-04-08 13F Presidio Capital Management, LLC 0 -100,00 0
2025-08-05 13F Elyxium Wealth, LLC 131.563 -5,19 8.160 0,77
2025-04-24 13F Financial Life Advisors 0 -100,00 0
2025-07-03 13F Collective Family Office Llc 17.649 -0,09 1.095 6,21
2025-07-08 13F Range Financial Group LLC 6.169 -1,11 383 5,23
2025-07-31 13F Ramsay, Stattman, Vela & Price, Inc. 145.779 -3,96 9.041 2,08
2025-08-12 13F Bank Julius Baer & Co. Ltd, Zurich 0 -100,00 0
2025-08-14 13F Vista Private Wealth Partners. LLC 3.398 -9,07 211 -3,67
2025-07-11 13F Rockwood Wealth Management, LLC 42.588 -6,11 2.641 -0,19
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 264.304 -60,81 16.601 -57,82
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 8.267 -0,96 513 5,13
2025-07-22 13F Apexium Financial, Lp 41.669 -6,15 2.584 -0,23
2025-07-25 13F Astoria Portfolio Advisors LLC. 0 -100,00 0
2025-08-07 13F Hughes Financial Services, LLC 2.041 -5,38 128 0,79
2025-05-28 NP TFAFX - Tactical Growth Allocation Fund Class I 1.950 -32,76 114 -37,22
2025-08-08 13F Nixon Peabody Trust Co 3.442 -10,29 213 -4,48
2025-08-12 13F Strategic Advisors LLC 3.935 -1,75 244 4,72
2025-08-14 13F Bank Of America Corp /de/ 67.880.608 -2,27 4.209.955 3,88
2025-07-07 13F Accelerate Investment Advisors LLC 3.476 -3,26 216 2,87
2025-07-24 13F Ashford Advisors, LLC 4.000 -36,00 1.763 384,07
2025-08-07 13F Nwam Llc 50.091 -59,83 3.193 -56,12
2025-08-13 13F Dana Investment Advisors, Inc. 21.453 -1,81 1.331 4,40
2025-07-31 13F Conservest Capital Advisors, Inc. 13.527 -27,77 839 -23,26
2025-07-23 NP IRSNX - Voya Target Retirement 2035 Fund Class I 131.070 -32,82 7.869 -34,82
2025-08-06 13F Wedbush Securities Inc 43.732 -8,30 3 0,00
2025-08-07 13F Evoke Wealth, Llc 32.213 -1,15 1.998 5,05
2025-04-28 13F Smart Money Group LLC 0 -100,00 0
2025-07-16 13F Ipswich Investment Management Co., Inc. 15.060 -0,23 934 6,14
2025-07-29 13F Koshinski Asset Management, Inc. 41.969 -2,95 2.603 3,13
2025-05-15 13F/A Orion Portfolio Solutions, LLC 211.422 -12,22 12.336 -17,80
2025-08-14 13F Ambassador Advisors, LLC 5.905 -0,34 366 6,09
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-08-14 13F First Foundation Advisors 20.369 -1,27 1.263 4,99
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 13.407 -0,28 832 6,27
2025-08-07 13F Meridian Financial Partners LLC 6.435 -1,53 0
2025-08-14 13F Fmr Llc 36.672.022 -10,34 2.274.399 -4,70
2025-08-08 13F Petix & Botte Co 195.224 -4,03 12.108 2,01
2025-08-14 13F Mml Investors Services, Llc 3.233.431 -0,39 201 5,82
2025-08-14 13F Becker Capital Management Inc 13.630 -1,48 845 4,71
2025-07-17 13F Symmetry Partners, LLC 3.713 -1,14 230 5,02
2025-07-25 13F Cypress Capital Group 17.642 -1,67 1.094 4,59
2025-07-21 13F Old Second National Bank Of Aurora 489.221 -4,10 30.341 1,94
2025-08-12 13F Vawter Financial, Ltd. 0 -100,00 0
2025-07-23 13F Richwood Investment Advisors, LLC 132.228 -0,53 8.201 5,72
2025-04-18 13F Five Oceans Advisors 0 -100,00 0
2025-08-07 13F Gs Investments, Inc. 22.090 -6,23 1.370 -0,29
2025-08-13 13F Tranquilli Financial Advisor LLC 11.392 -55,92 707 -53,18
2025-07-31 13F 180 Wealth Advisors, Llc 8.771 -4,02 544 1,88
2025-08-12 13F Insigneo Advisory Services, Llc 18.270 -2,59 1.133 3,56
2025-08-06 13F Stokes Family Office, LLC 7.855 -1,69 487 4,51
2025-08-11 13F von Borstel & Associates, Inc. 0 -100,00 0
2025-08-05 13F Prosperity Wealth Management, Inc. 6.400 -76,58 397 -75,16
2025-08-07 13F PFG Advisors 0 -100,00 0
2025-07-23 NP VRSAX - Voya Target Retirement 2060 Fund Class I 53.472 -21,23 3.210 -23,57
2025-07-18 13F Philip James Wealth Mangement, LLC 14.947 -0,19 927 6,07
2025-08-08 13F Cetera Investment Advisers 2.574.014 -3,46 159.640 2,61
2025-07-07 13F St. Clair Advisors, LLC 32.735 -1,77 2.030 4,42
2025-07-10 13F Brady Family Wealth, Llc 38.181 -0,19 2.368 6,05
2025-07-08 13F Arlington Trust Co LLC 17.187 -5,36 1.066 0,57
2025-07-17 13F Enclave Advisors LLC 126.013 -20,68 7.815 -15,69
2025-07-28 13F BRYN MAWR TRUST Co 469.895 -3,27 29.143 2,81
2025-08-12 13F Vestor Capital, Llc 1.282 -98,25 0 -100,00
2025-07-30 13F Retirement Planning Group 15.134 -1,57 939 4,57
2025-08-08 13F Avantax Advisory Services, Inc. 640.753 -0,26 39.740 6,01
2025-07-24 13F Robertson Stephens Wealth Management, LLC 208.026 -2,74 12.902 3,37
2025-08-14 13F Matrix Private Capital Group Llc 155.566 -9,31 9.648 -3,61
2025-08-13 13F Allegheny Financial Group LTD 70.399 -1,36 4.366 4,85
2025-08-25 NP AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 164.835 -10,98 10.223 -5,38
2025-07-09 13F Westmount Partners, LLC 12.261 -2,17 760 3,97
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 17.777 -16,93 1.037 -22,21
2025-04-10 13F Sugar Maple Asset Management, LLC 0 -100,00 0
2025-08-01 13F Bessemer Group Inc 1.347.898 -7,20 84 -1,19
2025-07-17 13F Sonora Investment Management Group, LLC 6.055 -6,02 376 0,00
2025-08-05 13F Sebold Capital Management, Inc. 70.455 -0,48 4.370 5,79
2025-08-12 13F Jefferies Financial Group Inc. 19.383 -50,71 1.202 -47,60
2025-08-20 13F Forefront Wealth Partners, LLC 30.616 -9,56 1.908 -3,44
2025-08-15 13F Manhattan West Asset Management, LLC 24.719 -3,87 1.533 2,20
2025-09-04 13F SevenBridge Financial Group, LLC 30.507 -9,53 1.944 -5,54
2025-08-08 13F Apex Wealth Management, LLC 29.587 -1,90 1.835 4,32
2025-07-07 13F Horizons Wealth Management 10.191 -14,10 632 -8,67
2025-07-24 13F 3Chopt Investment Partners, LLC 1.835 -5,75 114 0,00
2025-07-15 13F Mather Group, Llc. 71.231 -6,76 4.418 -0,90
2025-07-10 13F Oldfather Financial Services, LLC 32.934 -3,36 2.043 2,72
2025-07-18 13F Swp Financial Llc 44.279 -0,31 2.746 5,98
2025-08-14 13F Harmony Asset Management Llc 25.903 -7,75 1.607 -1,95
2025-08-05 13F Sage Capital Management, LLC 21.398 -1,15 1.327 5,07
2025-08-08 13F ERTS Wealth Advisors, LLC 0 -100,00 0
2025-07-31 13F Optimum Investment Advisors 4.585 -6,14 284 -0,35
2025-08-08 13F Thoroughbred Financial Services, Llc 27.994 -9,43 2 0,00
2025-07-23 13F Lansing Street Advisors 18.951 -6,13 1.175 -0,25
2025-08-14 13F Millennium Management Llc 39.918 -3,91 2.476 2,15
2025-07-09 13F Exchange Bank 32.358 -0,26 2.007 6,03
2025-07-30 13F Rothschild Capital Partners, LLC 4.871 -20,02 302 -14,93
2025-05-09 13F Washington Growth Strategies Llc 0 -100,00 0
2025-08-13 13F Rsm Us Wealth Management Llc 428.070 -10,21 26.549 -4,56
2025-08-14 13F Visionary Wealth Advisors 4.029 -11,82 250 -6,39
2025-08-14 13F Hirtle Callaghan & Co LLC 47.336 -33,75 2.936 -29,58
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 12.862 -2,35 798 3,78
2025-06-24 NP MNERX - MainStay Conservative ETF Allocation Fund Class R3 25.934 -19,21 1.476 -28,92
2025-05-16 13F Coordinated Financial Services, Inc./CO 22.115 -3,64 1.290 -3,95
2025-08-06 13F Modera Wealth Management, LLC 835.714 -1,65 51.831 4,54
2025-07-16 13F Arkansas Financial Group, Inc. 1.104.762 -0,28 70.053 17,79
2025-08-18 13F Second Line Capital, LLC 34.273 -3,52 2.126 2,56
2025-08-05 13F Cassaday & Co Wealth Management LLC 17.129 -11,62 1.062 -6,02
2025-07-24 13F MSH Capital Advisors LLC 77.399 -4,59 4.800 1,42
2025-05-14 13F Douglass Winthrop Advisors, LLC 0 -100,00 0
2025-07-30 13F Alexis Investment Partners, LLC 20.320 -17,62 1.260 -12,44
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100,00 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2025-07-07 13F Trust Co Of Oklahoma 76.228 -1,12 4.728 5,09
2025-08-05 13F Inlet Private Wealth, LLC 0 -100,00 0
2025-08-14 13F Financial Network Wealth Advisors LLC 265 -17,19 16 -11,11
2025-07-09 13F Defined Wealth Management, Llc 6.794 -0,34 421 6,05
2025-08-06 13F Thompson Siegel & Walmsley Llc 5.145 -1,78 0
2025-05-13 13F Shorepoint Capital Partners LLC 0 -100,00 0
2025-07-10 13F NorthCrest Asset Manangement, LLC 139.825 -6,93 8.919 1,75
2025-08-14 13F Seven Mile Advisory 8.278 -0,59 513 5,77
2025-08-12 13F Financial Advocates Investment Management 202.409 -26,57 12.553 -21,95
2025-07-21 13F Greenwood Capital Associates Llc 126.436 -8,59 7.842 -2,84
2025-04-18 13F Rakuten Securities, Inc. 0 -100,00 0
2025-08-11 13F WPWealth LLP 4.679 -25,06 290 -20,33
2025-07-31 13F Forte Asset Management Llc 27.848 -0,98 1.727 5,24
2025-07-16 13F Cahaba Wealth Management, Inc. 1.807.885 -4,73 112.125 1,26
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 18.015 -1,12 1.117 5,08
2025-07-23 13F Stonegate Investment Group, LLC 5.220 -16,67 324 -11,51
2025-08-13 13F Holos Integrated Wealth LLC 0 -100,00 0
2025-08-12 13F Putnam Fl Investment Management Co 1.552.763 -40,20 96.302 -36,44
2025-08-13 13F ASB Consultores, LLC 0 -100,00 0
2025-08-25 NP GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 152.220 -8,47 9.441 -2,72
2025-07-30 13F Demars Financial Group, LLC 14.306 -98,35 887 6.235,71
2025-07-17 13F MBA Advisors LLC 16.871 -5,21 1.046 0,77
2025-07-16 13F Vision Capital Management, Inc. 173.090 -0,69 10.735 5,56
2025-07-22 13F Berger Financial Group, Inc 3.443 -34,99 214 -31,07
2025-08-12 13F Archvest Wealth Advisors, Inc. 0 -100,00 0
2025-07-11 13F BTC Capital Management, Inc. 3.674 -48,46 228 -45,30
2025-07-31 13F CVA Family Office, LLC 70.351 -1,31 4.363 4,91
2025-08-08 13F Investment Partners, Ltd. 28.927 -9,82 1.794 -4,12
2025-08-14 13F Temasek Holdings (Private) Ltd 0 -100,00 0
2025-04-29 13F Penserra Capital Management LLC 0 -100,00 0
2025-08-06 13F Convergence Financial, LLC 71.903 -3,51 4.459 2,55
2025-08-14 13F Horizon Investments, LLC 58.875 -94,30 3.651 -93,94
2025-08-14 13F UBS Group AG 22.366.581 -3,21 1.387.175 2,88
2025-08-07 13F Rollins Financial Advisors, LLC 6.766 -15,59 420 -10,28
2025-08-06 13F Vantage Financial Partners, LLC 109.295 -54,28 6.778 -51,41
2025-08-07 13F Commerce Bank 169.978 -3,14 10.542 2,96
2025-07-08 13F S.E.E.D. Planning Group LLC 13.405 -0,68 831 5,59
2025-08-06 13F AE Wealth Management LLC 46.075 -21,67 2.858 -16,75
2025-07-31 13F Lee Danner & Bass Inc 4.831 -0,66 300 5,65
2025-08-06 13F Ethos Financial Group, LLC 16.122 -5,97 1.000 -3,66
2025-08-14 13F Aprio Wealth Management, LLC 70.654 -0,36 4.382 5,90
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-07-15 13F GSB Wealth Management, LLC 83.054 -4,41 5.151 1,60
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 8.937 -16,44 554 -11,22
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2025-07-30 13F Capstone Triton Financial Group, LLC 0 -100,00 0
2025-07-09 13F Aaron Wealth Advisors LLC 25.612 -5,50 1.588 0,44
2025-07-31 13F United Community Bank 65.332 -2,80 4.052 3,29
2025-08-06 13F First Horizon Advisors, Inc. 951.472 -2,32 59.010 3,82
2025-08-01 13F Financial Counselors Inc 0 -100,00 0
2025-08-08 13F Empower Advisory Group, LLC 31.355 -38,58 1.945 -34,72
2025-07-30 13F Evermay Wealth Management Llc 647.557 -4,56 40.162 1,44
2025-07-17 13F ERn Financial, LLC 39.743 -0,40 2.465 5,84
2025-07-24 13F Ronald Blue Trust, Inc. 7.351 -25,75 456 -21,14
2025-08-11 13F Pineridge Advisors LLC 262 -46,86 16 -42,86
2025-09-04 13F/A Advisor Group Holdings, Inc. 2.345.325 -4,65 145.480 1,35
2025-07-16 13F Moneywise, Inc. 22.597 -71,31 1.401 -69,51
2025-08-08 13F ProVise Management Group, LLC 63.637 -5,86 3.947 0,05
2025-08-14 13F LM Advisors LLC 9.455 -7,35 1
2025-08-14 13F Wells Fargo & Company/mn 50.077.411 -0,27 3.105.801 6,01
2025-08-14 13F Modern Wealth Management, LLC 15.575 -0,53 966 5,70
2025-04-24 13F Westend Capital Management LLC 0 -100,00 0
2025-07-25 13F Hazlett, Burt & Watson, Inc. 7.419 -4,93 0
2025-07-22 13F Capital Advisors Inc/ok 72.090 -3,58 4.471 2,50
2025-08-05 13F WorthPointe, LLC 38.086 -2,54 2.362 3,60
2025-07-16 13F Amarillo National Bank 26.690 -0,96 1.655 5,28
2025-07-16 13F Essex Financial Services, Inc. 99.667 -5,16 6.181 0,82
2025-08-13 13F Shepherd Financial Partners LLC 12.729 -2,82 789 3,27
2025-07-18 13F TruNorth Capital Management, LLC 1.412 -19,95 88 -14,71
2025-07-18 13F Marino, Stram & Associates Llc 269.334 -1,08 16.704 5,14
2025-08-08 13F Parker Investment Management, LLC 0 -100,00 0
2025-08-11 13F Independent Advisor Alliance 28.545 -3,34 1.770 2,73
2025-07-10 13F Pachira Investments Inc. 174.571 -4,63 10.827 1,60
2025-08-13 13F MetLife Investment Management, LLC 132.000 -0,83 8.187 5,41
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 279.893 -19,43 17.359 -14,36
2025-08-19 13F National Asset Management, Inc. 82.294 -7,45 5.104 -7,89
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 59.210 -1,94 3.672 4,23
2025-08-04 13F Spire Wealth Management 152.841 -23,11 9.292 -19,88
2025-08-11 13F Midwest Professional Planners, LTD. 80.667 -0,14 5.003 6,13
2025-08-07 13F Traynor Capital Management, Inc. 17.457 -92,89 1.096 -92,35
2025-07-29 13F Salomon & Ludwin, LLC 371.554 -3,69 23.564 4,66
2025-07-21 13F Triad Wealth Partners, LLC 14.489 -29,59 899 -25,17
2025-08-14 13F Ruggaard & Associates LLC 16.567 -15,90 1.027 -10,62
2025-07-17 13F Flywheel Private Wealth LLC 76.843 -8,70 4.766 -2,97
2025-08-11 13F TRUE Private Wealth Advisors 55.908 -80,03 3.467 -78,78
2025-07-22 13F Fishman Jay A Ltd/mi 10.000 -16,67 620 -11,43
2025-07-14 13F Southland Equity Partners LLC 7.823 -1,45 485 4,75
2025-08-11 13F Heritage Wealth Advisors 0 -100,00 0
2025-08-13 13F Amundi 0 -100,00 0
2025-07-31 13F Graybill Bartz & Assoc Ltd 11.179 -0,50 693 5,80
2025-08-06 13F OneAscent Wealth Management LLC 3.276 -26,70 0
2025-07-24 13F Bryant Woods Investment Advisors, LLC 381.029 -1,47 23.632 4,73
2025-07-30 13F Studio Investment Management Llc 0 -100,00 0
2025-07-22 13F DAVENPORT & Co LLC 154.272 -7,03 9.568 -1,19
2025-07-24 13F Bernard Wealth Management Corp. 18.452 -0,20 1.144 6,12
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 518.912 -17,41 32.183 -12,21
2025-08-12 13F SRS Capital Advisors, Inc. 14.637 -9,65 1.109 17,25
2025-07-29 13F Dale Q Rice Investment Management Ltd 32.943 -51,74 2.069 -48,05
2025-08-05 13F Tiaa Trust, National Association 1.164.247 -3,77 72.207 2,28
2025-07-23 13F Ameliora Wealth Management Ltd. 15.009 -22,17 931 -17,33
2025-05-14 13F Earnest Partners Llc 0 -100,00 0
2025-08-08 13F Wealth Quarterback LLC 9.748 -45,36 605 -41,92
2025-08-07 13F Resources Investment Advisors, LLC. 375.772 -3,77 23.305 2,29
2025-07-07 13F Kings Path Partners LLC 6.524 -2,63 405 3,59
2025-07-23 13F SpringVest Wealth Management LLC 32.841 -1,61 2.037 4,57
2025-07-15 13F Td Private Client Wealth Llc 361.893 -3,59 22.445 2,47
2025-05-14 13F Heritage Wealth Partners, LLC 4.246 -2,01 248 -8,52
2025-07-29 13F International Assets Investment Management, Llc 21.098 -14,50 1.309 -9,10
2025-07-30 13F Brookstone Capital Management 77.264 -0,72 4.792 5,51
2025-07-21 13F Quattro Financial Advisors Llc 96.119 -6,26 5.961 -0,37
2025-07-17 13F KG&L Capital Management,LLC 26.409 -2,68 1.638 3,41
2025-08-11 13F FineMark National Bank & Trust 499.519 -12,96 30.980 -7,48
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 405 -27,03 25 -21,87
2025-07-29 13F Financial Guidance Group, Inc. 5.925 -4,05 367 1,94
2025-08-14 13F Two Sigma Securities, Llc 0 -100,00 0
2025-07-30 13F Mason & Associates, LLC 0 -100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 419.353 -8,40 26.008 -2,64
2025-08-11 13F Mill Creek Capital Advisors, LLC 6.767 -28,57 420 -24,09
2025-05-14 13F Napa Wealth Management 0 -100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 493.559 -3,53 30.611 2,54
2025-08-07 13F Topel & Distasi Wealth Management, LLC 109.933 -9,37 6.818 -3,66
2025-05-15 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2025-08-14 13F Toronto Dominion Bank 0 -100,00 0
2025-08-08 13F Truepoint, Inc. 11.155 -16,66 692 -11,52
2025-08-12 13F Shakespeare Wealth Management, Inc. 20.965 -0,40 1.300 5,86
2025-05-13 13F Measured Risk Portfolios, Inc. 0 -100,00 0
2025-08-05 13F Ellevest, Inc. 41.723 -29,25 2.588 -24,82
2025-07-17 13F Altus Wealth Management, LLC 347.210 -0,60 21.534 5,65
2025-07-28 13F Sterling Financial Planning, Inc. 71.504 -0,36 4.435 5,90
2025-08-11 13F MainStreet Investment Advisors LLC 725.169 -4,48 44.975 1,53
2025-07-23 13F Sachetta, LLC 47.326 -20,06 2.935 -15,03
2025-07-29 13F Wingate Wealth Advisors, Inc. 9.497 -23,52 589 -18,65
2025-06-03 13F Invst, LLC 9.404 -96,69 549 -96,91
2025-04-14 13F Wynn Capital, LLC 0 -100,00 0
2025-07-11 13F/A Umb Bank N A/mo 2.114.781 -6,31 131.159 -0,42
2025-08-08 13F Chandler Asset Management, Inc. 1.358.103 -1,25 84.230 4,96
2025-08-14 13F Tennessee Valley Asset Management Partners 0 -100,00 0
2025-08-11 13F Wealthgarden F.s. Llc 9.834 -24,21 620 -18,23
2025-07-21 13F Ascent Group, LLC 21.441 -7,07 1.330 -1,26
2025-08-14 13F Palisade Capital Management Llc/nj 39.365 -0,17 2.441 6,13
2025-08-05 13F GHP Investment Advisors, Inc. 131.684 -0,21 8.167 6,08
2025-04-28 13F Sterling Group Wealth Management, LLC 0 -100,00 0
2025-07-02 13F Howard Financial Services, Ltd. 8.933 -81,21 554 -80,03
2025-07-31 13F Sentinel Trust Co Lba 0 -100,00 0
2025-08-13 13F Cerity Partners LLC 4.406.810 -1,91 273.312 4,25
2025-08-01 13F Biltmore Family Office, LLC 33.869 -2,64 2.101 3,50
2025-05-06 13F Black Swift Group, LLC 0 -100,00 0
2025-08-04 13F Cottage Street Advisors LLC 99.227 -5,84 6.154 0,08
2025-07-30 13F Dupont Capital Management Corp 0 -100,00 0
2025-04-23 13F Mascagni Wealth Management, Inc. 0 -100,00 0 -100,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1.088.333 -0,62 67 6,35
2025-07-14 13F CJM Wealth Advisers, Ltd. 554.578 -2,16 34.395 4,00
2025-07-25 13F GFS Advisors, LLC 190.532 -0,89 11.817 5,34
2025-08-06 13F Mcrae Capital Management Inc 9.423 -19,87 584 -14,87
2025-07-17 13F LexAurum Advisors, LLC 5.920 -1,38 367 4,86
2025-07-21 13F Syntax Research, Inc. 64.058 -0,87 3.973 5,36
2025-07-11 13F Coastwise Capital Group, LLC 3.946 -6,82 245 -1,21
2025-05-01 13F McCarthy Grittinger Financial Group, LLC 0 -100,00 0
2025-08-13 13F Victory Financial Group, Llc 10.914 -23,14 677 -18,36
2025-08-12 13F Eldridge Investment Advisors, Inc. 131.875 -0,51 8.179 5,74
2025-08-07 13F Samalin Investment Counsel, LLC 14.135 -8,54 877 -2,77
2025-07-15 13F Bay Capital Advisors, LLC 12.417 -73,87 770 -72,23
2025-07-11 13F William Howard & Co Financial Advisors Inc 8.139 -2,62 505 3,49
2025-07-25 13F NorthRock Partners, LLC 36.319 -22,04 2.253 -17,14
2025-08-05 13F Oakwell Private Wealth Management, LLC 11.020 -9,00 683 -3,26
2025-08-14 13F Private Capital Management, LLC 43.799 -0,07 2.716 6,22
2025-07-29 13F Financial Symmetry Inc 3.273 -28,86 203 -24,25
2025-08-14 13F Mercer Global Advisors Inc /adv 679.302 -27,11 42.132 -22,51
2025-07-30 13F MEMBERS Trust Co 2.185.643 -4,10 135.554 1,94
2025-07-24 13F Mengis Capital Management, Inc. 3.959 -4,63 246 1,24
2025-08-12 13F Waterloo Capital, L.P. 11.463 -1,61 711 4,57
2025-08-14 13F Williams Jones Wealth Management, LLC. 9.945 -5,47 617 0,49
2025-08-08 13F SBI Securities Co., Ltd. 1.866 -20,66 116 -16,06
2025-07-23 13F Prime Capital Investment Advisors, LLC 140.004 -44,23 8.683 -40,73
2025-08-12 13F Zacks Investment Management 126.903 -15,57 7.871 -10,26
2025-07-29 13F Liberty Square Wealth Partners Llc 30.484 -10,04 1.891 -4,40
2025-08-14 13F Pinnacle Family Advisors, LLC 5.794 -70,38 359 -68,54
2025-08-12 13F Franklin Resources Inc 3.168.673 -3,10 196.521 2,99
2025-06-24 NP MWFQX - MainStay Equity ETF Allocation Fund Class R3 91.069 -11,66 5.183 -22,25
2025-08-07 13F Fountainhead AM, LLC 6.012 -2,61 373 3,33
2025-08-15 13F High Falls Advisors, Inc 8.127 -1,31 504 5,00
2025-07-24 13F Invictus Private Wealth, Llc 20.550 -4,26 1.275 1,76
2025-07-22 13F Red Door Wealth Management, LLC 7.303 -30,43 453 -26,14
2025-07-29 13F Financial Futures Ltd Liability Co. 8.516 -0,78 528 5,60
2025-07-21 13F Ntv Asset Management Llc 154.581 -1,77 9.587 4,41
2025-07-09 13F Pallas Capital Advisors LLC 19.357 -15,28 1.201 -9,98
2025-07-21 13F Abundance Wealth Counselors 94.150 -1,45 6 0,00
2025-04-14 13F Eagle Wealth Strategies Llc 0 -100,00 0
2025-08-12 13F Archer Investment Corp 6.301 -0,16 391 5,98
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 8.386.471 -6,11 520.129 -0,20
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 213.335 -12,84 13.231 -7,36
2025-07-21 13F Matauro, Llc 32.608 -6,65 2.022 -0,79
2025-07-25 13F LRI Investments, LLC 652 -30,93 40 -27,27
2025-07-28 13F Fairman Group, LLC 44.204 -7,10 2.742 -10,10
2025-05-06 13F Navellier & Associates Inc 0 -100,00 0
2025-08-14 13F Newport Capital Group, LLC 29.313 -2,13 1.818 4,01
2025-08-12 13F NFP Retirement, Inc. 342.999 -6,05 21.273 -0,14
2025-08-01 13F Koss-Olinger Consulting, LLC 11.042 -16,71 685 -11,63
2025-07-30 13F Castle Wealth Management Llc 79.532 -5,68 4.933 0,26
2025-07-29 13F BKM Wealth Management, LLC 11.734 -0,11 728 6,13
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 391.602 -0,67 24.287 5,58
2025-07-25 13F Inman Jager Wealth Management, LLC 64.328 -1,57 3.990 4,62
2025-07-22 13F Global Strategic Investment Solutions, LLC 7.990 -0,42 496 5,77
2025-08-13 13F WCG Wealth Advisors LLC 40.129 -0,73 2.489 5,51
2025-08-04 13F Hicks Capital Management Llc 92.206 -21,77 5.719 -16,85
2025-07-30 13F Paragon Advisors, LLC 0 -100,00 0
2025-07-10 13F Redhawk Wealth Advisors, Inc. 8.290 -0,08 514 6,20
2025-07-03 13F Garde Capital, Inc. 3.480 -3,47 216 2,38
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 51.983 -5,33 3.224 0,62
2025-08-27 13F/A Brinker Capital Investments, LLC 192.192 -9,10 11.920 -3,38
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 19.580 -0,15 1.214 6,12
2025-08-11 13F PAX Financial Group, LLC 17.287 -14,32 1.072 -8,92
2025-08-12 13F Bokf, Na 1.705.387 -17,54 105.768 -12,35
2025-07-16 13F Maridea Wealth Management LLC 39.255 -10,89 2.435 -5,29
2025-08-04 13F Daymark Wealth Partners, Llc 26.493 -22,34 1.643 -17,44
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Growth ETF Allocation Managed Risk Fund Standard Class 337.626 -3,98 20.940 2,06
2025-05-06 13F DeDora Capital, Inc. 0 -100,00 0
2025-07-31 13F Dodds Wealth, LLC 22.193 -1,22 1.376 5,04
2025-07-24 13F Trust Co Of Toledo Na /oh/ 21.408 -7,01 1.328 -1,19
2025-07-16 13F Novem Group 68.694 -0,14 4.260 6,15
2025-08-14 13F First Commonwealth Financial Corp /pa/ 3.979 -91,55 247 -91,05
2025-04-24 13F Wright Fund Managment, LLC 0 -100,00 0
2025-08-13 13F SageView Advisory Group, LLC 189.994 -4,34 12.203 5,31
2025-08-12 13F Walled Lake Planning & Wealth Management, Llc 12.011 -3,39 745 2,62
2025-08-13 13F Valued Retirements, Inc. 0 -100,00 0
2025-07-28 13F Boston Trust Walden Corp 5.490 -2,57 340 3,66
2025-07-18 13F Wetzel Investment Advisors, Inc. 49.201 -13,66 3.051 -8,24
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0 -100,00
2025-07-17 13F Albion Financial Group /ut 9.266 -1,39 575 4,74
2025-08-06 13F Spurstone Advisory Services, LLC 0 -100,00 0
2025-08-08 13F Intrua Financial, LLC 55.692 -6,45 3.454 -0,55
2025-08-01 13F Motco 10.740 -37,87 677 -32,94
2025-08-05 13F Optivise Advisory Services LLC 15.119 -0,15 938 6,12
2025-08-15 13F/A Symphony Financial, Ltd. Co. 48.787 -22,08 3.093 -15,33
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 1.162.445 -5,55 72.095 6,37
2025-09-04 13F Reynders McVeigh Capital Management, LLC 23.500 -4,97 1 0,00
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 1.060 -16,99 0
2025-08-07 13F Alpha Financial Advisors, LLC 4.221 -0,02 262 6,10
2025-07-07 13F Teamwork Financial Advisors, LLC 4.419 -28,53 274 -23,89
2025-07-17 13F Keystone Global Partners, LLC 0 -100,00 0
2025-08-07 13F Atala Financial Inc 0 -100,00 0
2025-07-28 13F WealthPLAN Partners, LLC 5.070 -27,24 314 -22,66
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares 248.521 -6,26 15.413 -0,36
2025-08-12 13F NWF Advisory Services Inc. 6.146 -26,62 359 -31,29
2025-08-07 13F Summit X, LLC 16.434 -2,00 1.019 4,19
2025-07-25 13F Northwest Capital Management Inc 11.203 -4,60 695 1,31
2025-07-23 NP IRSMX - Voya Target Retirement 2030 Fund Class I 98.281 -32,58 5.901 -34,59
2025-08-14 13F Arete Wealth Advisors, LLC 18.733 -24,23 1 0,00
2025-08-12 13F Umpqua Bank 11.240 -9,10 713 -1,25
2025-07-29 13F FLC Capital Advisors 41.193 -9,53 2.555 -3,84
2025-08-04 13F Simon Quick Advisors, Llc 175.282 -11,03 10.871 -5,44
2025-08-08 13F Smithfield Trust Co 293.179 -2,98 18 5,88
2025-08-12 13F PSI Advisors, LLC 13.960 -15,83 866 -10,55
2025-04-10 13F ACT Advisors, LLC. 0 -100,00 0
2025-08-19 13F Anchor Investment Management, LLC 15.382 -0,38 954 5,89
2025-07-31 13F Orion Capital Management LLC 29.930 -0,55 1.856 5,69
2025-05-05 13F Lindbrook Capital, Llc 135.738 -2,51 7.920 -8,70
2025-07-17 13F/A Capital Investment Advisors, LLC 509.522 -2,41 31.601 3,73
2025-08-11 13F Invenio Wealth Partners Llc 12.055 -28,18 748 -23,70
2025-08-12 13F Pettyjohn, Wood & White, Inc 126.779 -3,95 7.863 2,09
2025-07-14 13F Signature Securities Group Corporation 76.459 -23,90 4.742 -19,11
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 146.719 -15,63 9.100 -10,33
2025-07-08 13F Juncture Wealth Strategies, Llc 9.227 -10,63 572 -4,98
2025-08-04 13F Live Oak Private Wealth LLC 7.350 -0,07 456 6,06
2025-04-23 13F IMG Wealth Management, Inc. 0 -100,00 0
2025-07-17 13F Kavar Capital Partners Group, Llc 21.314 -0,81 1.322 5,43
2025-07-18 13F Union Bancaire Privee, UBP SA 0 -100,00 0
2025-07-24 13F JNBA Financial Advisors 787.509 -0,91 48.841 5,33
2025-04-17 13F Consilium Wealth Advisory, LLC 0 -100,00 0
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 0 -100,00 0
2025-08-08 13F Massachusetts Financial Services Co /ma/ 11.756 -9,83 729 -4,08
2025-08-06 13F Chancellor Financial Group WB LP 7.222 -0,48 448 5,67
2025-07-09 13F Byrne Asset Management LLC 125 -28,57 8 -30,00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock U.S. Growth ETF Allocation Managed Risk Fund Standard Class 637.081 -3,03 39.512 3,07
2025-08-12 13F Jpmorgan Chase & Co 17.411.049 -42,33 1.079.833 -38,70
2025-08-01 13F Logan Capital Management Inc 25 -84,85 2 -88,89
2025-08-11 13F Cornerstone Planning Group LLC 2.109 -8,66 133 3,13
2025-07-30 13F Darrow Company, Inc. 3.478 -2,63 216 3,37
2025-08-07 13F CENTRAL TRUST Co 82.876 -0,39 5.140 5,87
2025-05-15 13F PFM Health Sciences, LP 0 -100,00 0 -100,00
2025-04-15 13F Signet Financial Management, Llc 0 -100,00 0
2025-08-26 NP IIFAX - Voya Balanced Income Portfolio Class ADV 430.467 -16,34 26.698 -11,08
2025-07-15 13F RTD Financial Advisors, Inc. 589.967 -21,43 36.590 -16,49
2025-08-14 13F Headinvest, Llc 56.552 -4,24 3.507 1,80
2025-07-28 13F Sagespring Wealth Partners, Llc 416.468 -12,40 25.829 -6,89
2025-07-23 13F Indiana Trust & Investment Management CO 10.018 -0,42 621 5,79
2025-07-31 13F/A Avion Wealth 7.059 -5,06 0
2025-08-08 13F Condor Capital Management 25.646 -1,90 1.591 4,26
2025-07-10 13F Focus Financial Network, Inc. 16.649 -6,11 1.033 -0,19
2025-08-27 NP OHIO NATIONAL FUND INC - ON iShares Managed Risk Moderate Growth Portfolio 310.000 -28,57 19.226 -24,08
2025-07-22 13F One Wealth Management Investment & Advisory Services, LLC 6.558 -0,23 407 6,01
2025-04-11 13F Lake Hills Wealth Management, LLC 0 -100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 356.555 -1,36 22.114 4,85
2025-07-22 13F Financial Insights, Inc. 9.973 -16,91 619 -11,71
2025-07-30 13F Journey Advisory Group, LLC 683.248 -7,38 42.375 -1,55
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 98.065 -50,08 6.084 -46,89
2025-07-31 13F West Michigan Advisors, Llc 4.475 -1,95 278 4,14
2025-07-28 13F Cornerstone Wealth Group, LLC 15.811 -10,55 981 -4,95
2025-08-12 13F CIBC Private Wealth Group, LLC 522.234 -3,01 32.389 17,57
2025-08-05 13F Burney Co/ 8.546 -9,99 530 -4,33
2025-07-23 13F Dohj, Llc 78.848 -4,23 4.388 -8,66
2025-07-25 13F We Are One Seven, LLC 114.299 -6,08 7.089 -0,17
2025-07-10 13F Piscataqua Savings Bank 2.730 -11,94 169 -6,11
2025-07-29 13F First National Bank of Hutchinson 119.855 -2,89 7.433 3,22
2025-08-12 13F Journey Strategic Wealth Llc 386.674 -0,64 23.982 5,61
2025-07-21 13F Clarity Capital Partners LLC 3.225 -42,67 200 -39,02
2025-08-14 13F Voya Investment Management Llc 1.278.333 -28,02 79.282 -23,49
2025-07-15 13F LeConte Wealth Management, LLC 139.586 -23,14 8.657 -18,30
2025-07-17 13F Fifth Third Securities, Inc. 83.236 -16,10 5.162 -10,82
2025-07-28 13F Morris Financial Concepts, Inc. 10.837 -6,46 672 -0,44
2025-08-04 13F Integrity Alliance, Llc. 21.816 -19,18 1.353 -14,10
2025-07-21 13F Tower View Investment Management & Research LLC 0 -100,00 0 -100,00
2025-07-23 13F Armstrong, Fleming & Moore, Inc 0 -100,00 0
2025-07-23 13F Heck Capital Advisors, LLC 26.179 -4,81 1.624 1,18
2025-08-08 13F Larson Financial Group LLC 10.351 -1,31 642 4,91
2025-07-31 13F Opus Capital Group, LLC 9.902 -6,80 1
2025-08-04 13F Ledyard National Bank 20.253 -6,55 1.256 -0,63
2025-08-04 13F Pensionmark Financial Group, Llc 108.133 -0,97 6.706 5,26
2025-08-07 13F Peninsula Asset Management Inc 319.425 -0,14 19.811 6,13
2025-07-23 13F High Note Wealth, LLC 16.135 -2,09 1.001 4,06
2025-08-14 13F Circle Wealth Management, LLC 4.237.099 -0,34 262.785 5,92
2025-08-14 13F Kovitz Investment Group Partners, LLC 541.542 -20,30 33.586 -15,29
2025-07-18 13F Truist Financial Corp 8.903.842 -11,24 552.216 -5,66
2025-07-29 13F SilverOak Wealth Management LLC 23.305 -7,28 1.445 -1,43
2025-08-04 13F Premier Path Wealth Partners, LLC 44.155 -0,56 2.739 5,71
2025-07-14 13F MY Wealth Management Inc. 38.032 -0,06 2.359 6,12
2025-08-13 13F Capital Advisors Wealth Management, LLC 13.813 -0,80 857 5,42
2025-07-11 13F LongView Wealth Management 4.919 -9,83 305 -4,09
2025-08-13 13F Legacy Capital Wealth Partners, LLC 3.884 -5,06 241 0,84
2025-08-14 13F Sterling Wealth Management, Inc. 3.226 -1,19 200 -1,48
2025-08-14 13F Lazard Asset Management Llc 611.803 -1,52 38 2,78
2025-07-08 13F Ehrlich Financial Group 3.334 -3,61 207 2,49
2025-07-24 13F Antonelli Financial Advisors, LLC 35.410 -3,66 2.196 2,43
2025-07-17 13F Asio Capital, LLC 3.755 -5,06 233 0,87
2025-08-14 13F Citadel Advisors Llc Put 21.000 -62,50 1.302 -60,15
2025-08-14 13F Citadel Advisors Llc Call 31.100 -55,82 1.929 -53,06
2025-08-11 13F Dorsey & Whitney Trust CO LLC 107.382 -20,51 6.660 -15,52
2025-07-31 13F Moloney Securities Asset Management, LLC 59.203 -12,98 3.672 -7,51
2025-05-14 13F New Harbor Financial Group, LLC 0 -100,00 0
2025-08-07 13F BOK Financial Private Wealth, Inc. 1.305.320 -5,12 80.956 0,85
2025-08-27 13F Barnes Wealth Management Group, Inc 5.971 -26,62 370 -21,94
2025-06-25 NP WWICX - Westwood Income Opportunity Fund C Class Shares 117.500 -5,30 6.687 -16,64
2025-07-16 13F Global Wealth Management, LLC 106.128 -7,22 6.754 1,18
2025-07-10 13F ARS Wealth Advisors Group, LLC 5.950 -1,10 369 5,13
2025-08-05 13F Strategic Financial Concepts, LLC 0 -100,00 0
2025-08-12 13F Coldstream Capital Management Inc 1.066.129 -0,41 66.121 5,86
2025-05-09 13F Forge First Asset Management Inc. 0 -100,00 0
2025-07-14 13F Kfg Wealth Management, Llc 5.043 -55,39 313 -52,66
2025-07-15 13F Patriot Investment Management Inc. 17.880 -1,65 1.109 4,53
2025-07-10 13F Affiance Financial, LLC 170.622 -2,72 10.582 3,40
2025-08-13 13F StoneX Group Inc. 74.761 -15,64 4.637 -10,35
2025-07-31 13F Strata Wealth Advisors, LLC 15.678 -24,70 972 -19,93
2025-07-24 13F Costello Asset Management, INC 20.226 -7,97 1.254 -2,18
2025-08-15 13F Nikulski Financial, Inc. 36.978 -6,28 2.293 -0,39
2025-07-30 13F Patten Group, Inc. 44.520 -6,21 2.761 -0,29
2025-08-14 13F Wick Capital Partners, LLC 2.072 -76,22 541 6,30
2025-08-04 13F WNY Asset Management, LLC 7.370 -0,69 457 5,54
2025-08-06 13F Cloud Capital Management, LLC 0 -100,00 0
2025-07-15 13F Regatta Capital Group, Llc 28.990 -1,62 1.798 4,54
2025-08-11 13F Howard Wealth Management, Llc 10.281 -0,17 638 6,17
2025-08-15 13F Keel Point, LLC 53.824 -18,00 3.338 -12,82
2025-08-08 13F Client First Capital LLC 0 -100,00 0
2025-08-07 13F Panoramic Investment Advisors, Llc 7.787 -34,59 483 -30,55
2025-08-08 13F Financial Life Planners 6.455 -19,98 400 -14,89
2025-08-01 13F Liberty Wealth Management Llc 3.717 -3,28 231 2,68
2025-08-13 13F Continuum Advisory, LLC 41.015 -5,45 2.544 0,47
2025-07-11 13F Shelton Wealth Management, Llc 10.819 -9,67 671 -4,01
2025-07-30 13F Klingman & Associates, LLC 1.397.827 -2,43 86.693 3,70
2025-08-26 13F Claris Financial LLC 0 -100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 6.039.307 -8,92 375 -3,11
2025-08-14 13F Fosun International Ltd 56.040 -0,11 36.985 1.029,97
2025-07-23 13F Magnolia Capital Management Ltd 122.135 -3,10 8 0,00
2025-08-13 13F Millstone Evans Group, LLC 5.151 -5,45 319 0,63
2025-07-11 13F Elk River Wealth Management, LLC 10.504 -0,10 651 6,20
2025-07-17 13F Astoria Strategic Wealth, Inc. 36.769 -0,84 2.280 5,41
2025-08-11 13F CBIZ Investment Advisory Services, LLC 32.398 -8,81 2.009 -3,09
2025-08-06 13F Washington Trust Bank 35.210 -0,77 2.184 5,46
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F 29.000 -9,38 1.799 -3,70
2025-08-06 13F Round Rock Advisors, LLC 17.077 -6,58 1.059 -0,66
2025-07-16 13F Register Financial Advisors LLC 2.064 -10,92 128 -5,19
2025-07-08 13F/A Team Hewins, LLC 0 -100,00 0 -100,00
2025-08-12 13F American Century Companies Inc 80.200 -18,41 4.974 -13,27
2025-08-11 13F Pinnacle Financial Group, LLC / IL 22.140 -1,09 1.373 5,13
2025-07-14 13F Farmers Trust Co 51.939 -4,60 3.221 1,42
2025-07-31 13F Cadinha & Co Llc 25.400 -8,67 1.575 -2,90
2025-08-12 13F Jaffetilchin Investment Partners, LLC 69.282 -0,53 4.297 5,71
2025-08-14 13F London Co Of Virginia 188.793 -45,93 11.709 -42,52
2025-08-11 13F CFS Investment Advisory Services, LLC 316.136 -1,23 20 5,56
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