VUG / Vanguard Index Funds - Vanguard Growth ETF - Institusjonelt eierskap - Kjøpere

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

Institusjonelt- og fondseierskap - Kjøpere

De største eierne som har åpnet nye posisjoner i Vanguard Index Funds - Vanguard Growth ETF inkluderer Mercer Global Advisors Inc /adv, Glenmede Investment Management, LP, Arista Wealth Management, LLC, Midwest Trust Co, rebel Financial LLC, Systelligence, LLC, Summit Wealth Group Llc / Co, Valpey Financial Services, LLC, Cornerstone Wealth Group, LLC, Foronjy Financial Llc, Compass Investment Advisers LLC, Kingstone Capital Partners Texas, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Twin Tree Management, LP, Lewis Asset Management, LLC, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, Trust Co Of Toledo Na /oh/, CBM Financial, LLC, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, og Precision Wealth Strategies, LLC .

Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.

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Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)		 Aksjer Δ Aksjer
(%)		 Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-07-23 13F Clear Creek Financial Management, LLC 7 098 0,70 3 112 19,01
2025-07-24 13F Trust Co Of Toledo Na /oh/ 7 539 3 305
2025-08-14 13F Planwiser Financial, Llc 11 864 1,94 5 409 20,84
2025-07-25 13F NorthRock Partners, LLC 10 571 1,46 4 635 19,99
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 13 838 1,62 6 067 20,14
2025-07-23 13F Indiana Trust & Investment Management CO 2 554 0,31 1 120 18,54
2025-08-14 13F Wick Capital Partners, LLC 5 693 11,72 2 416 27,85
2025-08-07 13F Zions Bancorporation, National Association /ut/ 24 584 47,47 10 778 74,36
2025-07-08 13F TL Private Wealth 123 787 1,67 54 307 35,37
2025-07-17 13F Walker Asset Management, LLC 1 359 12,87 596 33,41
2025-07-15 13F Five Pine Wealth Management 35 322 1,35 15 494 19,89
2025-08-01 13F Clark Asset Management, LLC 185 017 10,32 81 112 30,42
2025-07-18 13F Dogwood Wealth Management LLC 32 14
2025-08-11 13F Howard Wealth Management, Llc 36 702 0,07 16 090 18,32
2025-08-13 13F StoneX Group Inc. 40 335 4,38 17 703 23,55
2025-08-06 13F Grey Fox Wealth Advisors, LLC 116 307 4,17 51 047 23,29
2025-07-22 13F Autumn Glory Partners, LLC 553 242
2025-08-05 13F AAFCPAs Wealth Management, LLC 2 164 0,23 949 18,50
2025-07-14 13F Lewis Asset Management, LLC 9 641 4 227
2025-08-14 13F CoreCap Advisors, LLC 76 103 2,82 33 364 21,56
2025-07-28 13F Sagespring Wealth Partners, Llc 5 275 22,22 2 312 44,50
2025-07-29 13F Ballast, Inc. 565 248
2025-08-12 13F Tarbox Family Office, Inc. 912 400
2025-07-25 13F Fifth Third Wealth Advisors LLC 14 873 22,83 6 520 45,21
2025-08-15 13F Blue Chip Partners, Inc. 1 758 5,52 771 24,80
2025-08-14 13F Sentinel Wealth Management, Inc. 2 689 1
2025-07-29 13F Arista Wealth Management, LLC 49 193 21 566
2025-08-01 13F Motco 4 675 3,80 2 128 27,37
2025-08-14 13F Rodgers Brothers Inc. 1 247 0,81 547 19,21
2025-07-31 13F Silver Oak Advisory Group, Inc. 635 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 714 11,74 313 32,63
2025-08-13 13F Congress Wealth Management LLC / DE / 132 273 10,38 57 989 28,14
2025-08-13 13F Fort Sheridan Advisors Llc 4 930 27,03 2 161 50,17
2025-08-11 13F Kirtland Hills Capital Management, Llc 2 424 308,08 1 063 408,13
2025-08-04 13F Linscomb & Williams, Inc. 3 189 21,44 1 398 43,68
2025-08-12 13F Sfmg, Llc 1 713 3,63 751 22,71
2025-07-15 13F North Star Investment Management Corp. 1 323 20,16 580 41,91
2025-07-28 13F Sagace Wealth Management LLC 7 181 10,53 3 148 30,68
2025-07-17 13F Oak Family Advisors, Llc 480 210
2025-08-05 13F X-Square Capital, LLC 2 262 3,67 1
2025-07-08 13F Rise Advisors, LLC 86 306 4,16 37 837 23,15
2025-08-12 13F Athena Investment Management 3 491 18,06 1 530 39,60
2025-08-11 13F Elite Financial, Inc. 1 705 748,26 1
2025-08-15 13F/A Florida Financial Advisors, Llc 2 535 1,12 1 111 19,72
2025-08-14 13F Clarity Capital Advisors, LLC 11 371 7,07 4 985 26,59
2025-08-06 13F Summit Investment Advisors, Inc. 528 0,19 235 15,84
2025-07-24 13F M. Kraus & Co 532 233
2025-08-08 13F Collaborative Wealth Managment Inc. 1 102 0,64 483 18,97
2025-07-30 13F Exencial Wealth Advisors, Llc 98 069 2,53 42 993 21,21
2025-08-14 13F Cardiff Park Advisors, Llc 25 180 32,19 11 039 56,29
2025-07-21 13F Precedent Wealth Partners, Llc 744 326
2025-08-07 13F BOK Financial Private Wealth, Inc. 400 378 0,30 175 727 18,72
2025-07-31 13F Curio Wealth, Llc 47 4 600,00 21 5,26
2025-07-24 13F JNBA Financial Advisors 91 250 0,36 40 004 18,65
2025-07-09 13F Capital Wealth Management, Llc 66 021 0,88 28 944 19,26
2025-08-07 13F Kestra Private Wealth Services, Llc 165 498 4,41 72 554 23,44
2025-07-30 13F Klingman & Associates, LLC 3 204 20,68 1 405 42,68
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1 204 0,58 528 18,96
2025-07-18 13F Community Financial Services Group, LLC 519 228
2025-08-14 13F Fort Point Capital Partners LLC 1 094 79,64 480 113,33
2025-08-04 13F REDW Wealth LLC 6 045 2,39 2 650 21,06
2025-07-31 13F Nilsine Partners, LLC 648 284
2025-08-05 13F Lincoln National Corp 698 089 0,17 306 042 18,42
2025-08-13 13F Continuum Advisory, LLC 7 220 4,17 3 165 23,20
2025-07-16 13F Congress Asset Management Co /ma 4 390 77,66 1 925 110,04
2025-08-14 13F Lebenthal Global Advisors, LLC 754 331
2025-08-11 13F EMC Capital Management 32 830 232,25 14 366,67
2025-08-13 13F Annandale Capital, LLC 490 0
2025-08-12 13F Bokf, Na 147 397 15,15 64 619 36,13
2025-08-08 13F Pnc Financial Services Group, Inc. 2 329 175 0,40 1 021 110 18,70
2025-08-12 13F Archer Investment Corp 2 049 3,48 898 22,34
2025-04-22 13F Veridan Wealth LLC 10 486 4,46 3 888 −6,47
2025-07-28 13F CGC Financial Services, LLC 2 540 12,94 1 114 33,61
2025-07-15 13F McAdam, LLC 7 262 17,32 3 184 38,69
2025-07-30 13F Pittenger & Anderson Inc 1 938 8,09 850 27,86
2025-08-05 13F Bank Of Montreal /can/ 127 749 3,17 56 005 21,97
2025-07-10 13F Websterrogers Financial Advisors, Llc 67 226 1,56 29 472 20,07
2025-08-05 13F GHP Investment Advisors, Inc. 7 214 0,29 3 163 18,56
2025-08-13 13F Green Harvest Asset Management LLC 7 243 3,40 3 175 22,26
2025-07-16 13F St Germain D J Co Inc 9 131 0,12 4 003 18,40
2025-08-13 13F Kilter Group LLC 75 33
2025-07-09 13F Krilogy Financial LLC 38 708 7,76 16 970 27,40
2025-07-14 13F CRA Financial Services, LLC 4 424 1,44 1 939 19,91
2025-08-07 13F Parkside Financial Bank & Trust 16 047 27,83 7 035 51,14
2025-07-24 13F Lmcg Investments, Llc 733 2,81 321 21,59
2025-08-08 13F CWS Financial Advisors, LLC 24 616 1,64 10 792 20,15
2025-08-05 13F Dunhill Financial, LLC 4 582 6,02 2 009 25,34
2025-08-13 13F All Terrain Financial Advisors, LLC 471 206
2025-08-04 13F Spinnaker Trust 1 652 0,79 724 19,28
2025-08-07 13F Retirement Investment Advisors, Inc. 529 933 5,08 232 323 24,22
2025-08-11 13F CBIZ Investment Advisory Services, LLC 903 783 4,10 396 240 23,07
2025-08-13 13F Russell Investments Group, Ltd. 4 594 111,90 2 014 150,50
2025-08-14 13F Coastal Bridge Advisors, LLC 24 532 22,60 10 755 44,93
2025-08-11 13F Summit Wealth Partners, LLC 10 592 39,70 4 644 65,17
2025-07-31 13F Topsail Wealth Management, LLC 1 069 104,79 469 143,01
2025-08-13 13F Sepio Capital, LP 1 940 10,16 851 30,17
2025-07-30 13F Avidian Wealth Solutions, LLC 14 618 33,33 6 409 57,64
2025-07-23 13F RMG Wealth Management LLC 730 327
2025-08-06 13F DDFG, Inc 37 672 5,61 16 515 24,86
2025-07-25 13F Investment Advisory Group, LLC 54 539 2,45 23 910 21,11
2025-07-16 13F Register Financial Advisors LLC 21 259 2,34 9 320 20,99
2025-07-01 13F Park National Corp /oh/ 3 889 3,40 1 705 22,24
2025-07-10 13F Exchange Traded Concepts, Llc 98 865 43 342
2025-08-01 13F Ashton Thomas Private Wealth, LLC 37 078 4,90 16 274 24,16
2025-08-19 13F Hohimer Wealth Management, Llc 34 695 0,64 15 210 18,99
2025-07-22 13F Net Worth Advisory Group 6 322 210,51 2 772 267,02
2025-08-05 13F Tme Financial, Inc. 3 002 3,59 1 316 22,53
2025-08-08 13F Sensible Financial Planning & Management, LLC. 13 484 1,24 5 911 19,70
2025-07-22 13F SOL Capital Management CO 29 378 47,24 13 71,43
2025-07-15 13F Kraft Asset Management, Llc 500 219
2025-07-29 13F Roof Eidam & Maycock/adv 43 375 4,70 19 016 23,78
2025-07-14 13F Sowell Financial Services LLC 33 691 5,80 14 770 25,08
2025-08-08 13F Capstone Financial Advisors, Inc. 535 235
2025-07-18 13F Pure Financial Advisors, Inc. 80 124 1,51 35 126 20,01
2025-07-15 13F Sightline Wealth Advisors, LLC 19 765 2,23 8 665 20,87
2025-08-01 13F Pasadena Private Wealth, LLC 181 691 6,91 79 653 26,39
2025-07-25 13F Pathway Financial Advisors LLC 173 696 27,22 76 148 50,40
2025-08-12 13F Rather & Kittrell, Inc. 2 464 0,16 1 078 18,20
2025-07-17 13F Vermillion Wealth Management, Inc. 737 0,27 323 18,75
2025-08-07 13F Future Fund LLC 900 395
2025-07-24 13F Mainstay Capital Management Llc /adv 2 352 100,00 1 031 136,47
2025-07-15 13F Evanson Asset Management, LLC 5 752 1,61 2 522 20,10
2025-07-25 13F Concord Wealth Partners 150 44,23 66 71,05
2025-07-14 13F Park Avenue Securities Llc 24 566 17,07 11 42,86
2025-07-29 13F Madison Wealth Partners, Inc 9 002 6,06 3 946 25,39
2025-07-08 13F Everpar Advisors Llc 1 661 32,67 728 56,90
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 10 641 4,58 4 665 23,65
2025-08-19 13F Delos Wealth Advisors, LLC 31 14
2025-08-13 13F Summit Financial, LLC 237 854 3,44 104 395 22,43
2025-08-05 13F Fullcircle Wealth Llc 462 210
2025-07-29 13F Systelligence, LLC 26 781 11 741
2025-08-11 13F First American Trust, Fsb 16 563 3,78 7 261 22,71
2025-07-16 13F Octavia Wealth Advisors, LLC 1 611 0,69 707 19,06
2025-07-23 13F Detalus Advisors, LLC 3 981 0,05 1 745 18,31
2025-07-11 13F Trust Co Of Virginia /va 981 42,17 430 68,63
2025-07-09 13F VisionPoint Advisory Group, LLC 4 971 2 179
2025-08-12 13F Deutsche Bank Ag\ 3 797 26,61 1 665 49,64
2025-08-14 13F Mml Investors Services, Llc 785 410 7,72 344 27,41
2025-07-28 13F IFC Advisors LLC 4 449 1,81 1 950 20,37
2025-08-14 13F Toroso Investments, LLC 11 667 96,22 5 115 132,08
2025-07-17 13F Sfm, Llc 4 038 0,47 1 770 18,79
2025-08-06 13F Axim Planning & Wealth 496 217
2025-07-29 13F BKD Wealth Advisors, LLC 61 560 10,02 26 988 30,07
2025-08-06 13F Valtinson Bruner Financial Planning LLC 1 727 1,77 757 20,35
2025-08-12 13F RiverFront Investment Group, LLC 2 298 22,17 1 007 44,48
2025-08-12 13F Twin Focus Capital Partners, Llc 15 433 3,51 6 766 22,38
2025-07-15 13F Boyd Wealth Management, LLC 4 290 3,82 1 881 22,72
2025-07-21 13F Hilltop National Bank 3 592 0,03 1 575 6,86
2025-08-15 13F Truefg, Llc 5 346 0,47 2 344 18,75
2025-08-13 13F Colonial Trust Co / SC 2 017 16,25 884 37,48
2025-07-30 13F Advantage Trust Co 48 249 1,03 21 152 19,44
2025-07-07 13F Wealth Alliance Advisory Group, LLC 60 165 4,30 26 377 23,32
2025-08-04 13F Pensionmark Financial Group, Llc 13 637 14,24 5 979 35,07
2025-07-24 13F Tandem Capital Management Corp /adv 4 243 6,23 1 860 25,59
2025-07-30 13F Principle Wealth Partners Llc 127 637 2,49 55 956 21,16
2025-07-28 13F Copia Wealth Management 1 045 15,47 458 36,72
2025-07-15 13F tru Independence LLC 963 4,33 422 23,10
2025-07-11 13F Lincoln Capital LLC 3 387 0,42 1 485 25,13
2025-07-28 13F Wealthspan Partners, Llc 80 261 0,33 35 187 18,62
2025-07-18 13F Victrix Investment Advisors 611 268
2025-08-14 13F Summit Trail Advisors, Llc 7 866 3 453
2025-08-08 13F Avantax Advisory Services, Inc. 676 316 0,41 296 497 18,71
2025-08-12 13F Titleist Asset Management, Llc 37 289 0,50 16 348 18,81
2025-08-05 13F Integrity Financial Corp /WA 1 274 199,76 559 256,05
2025-07-16 13F Motive Wealth Advisors 1 196 1,87 524 20,46
2025-07-28 13F Prairie Sky Financial Group LLC 838 5,54 367 24,83
2025-08-11 13F Bradley Foster & Sargent Inc/ct 1 424 18,57 624 40,22
2025-07-28 13F BRYN MAWR TRUST Co 28 123 20,77 12 329 42,77
2025-07-29 13F Fundamentun, Llc 85 637 7,12 37 543 26,65
2025-08-13 13F Rsm Us Wealth Management Llc 1 024 392 0,04 449 607 19,99
2025-07-18 13F Alley Investment Management Company, LLC 2 406 0,33 1 055 18,56
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 744 326
2025-08-06 13F Horan Securities, Inc. 2 519 16,67 1 104 38,00
2025-08-14 13F Prestige Wealth Management Group LLC 18 566 1,72 8 149 20,39
2025-07-23 13F Center For Asset Management LLC 1 527 15,07 632 28,46
2025-08-12 NP KAGCX - Kensington Dynamic Growth Fund Class C Shares 217 710 100,99 95 444 114,68
2025-07-17 13F HCR Wealth Advisors 213 320 2,74 93 520 21,47
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 49 500 25,32 21 701 48,32
2025-07-25 13F Gw Henssler & Associates Ltd 29 641 6,93 12 995 26,41
2025-07-29 13F Spreng Capital Management, Inc. 51 878 1,25 22 743 19,70
2025-08-12 13F Park Square Financial Group, LLC 8 910 57,25 3 906 86,00
2025-07-02 13F Waller Financial Planning Group, Inc 2 692 11,29 1 180 31,55
2025-08-07 13F Midland Wealth Advisors Llc 952 33,90 417 58,56
2025-08-15 13F CI Private Wealth, LLC 1 228 937 97,74 538 790 133,78
2025-08-15 13F WFA of San Diego, LLC 1 477 49,19 648 70,26
2025-07-14 13F/A Seek First Inc. 706 1,44 310 19,77
2025-07-30 13F ARK Investment Management LLC 275 6 775,00 120 11 900,00
2025-07-07 13F Roxbury Financial LLC 476 11,48 209 20,23
2025-08-14 13F Cura Wealth Advisors, Llc 1 293 2,78 567 21,46
2025-08-12 13F Soundwatch Capital LLC 638 292
2025-08-11 13F Perennial Investment Advisors, LLC 22 105 4,85 9 691 23,96
2025-08-11 13F Lake Street Financial Llc 77 157 2,91 33 825 21,66
2025-07-23 13F Motiv8 Investments LLC 13 615 11,97 5 969 32,39
2025-07-31 13F Ballast Advisors Llc 1 380 3,68 605 22,52
2025-08-13 13F Millstone Evans Group, LLC 629 2,61 276 21,15
2025-08-05 13F Peregrine Asset Advisers, Inc. 678 5,61 297 24,79
2025-08-12 13F New Republic Capital, LLC 1 743 96,06 765 132,52
2025-07-24 13F Moseley Investment Management Inc 6 376 10,91 2 795 31,16
2025-07-03 13F CPA Asset Management LLC 12 432 2,50 5 450 21,19
2025-07-15 13F Legacy Financial Group LLC 5 272 2,17 2 311 20,81
2025-08-14 13F Dividend Asset Capital, Llc 878 2,09 385 20,75
2025-08-08 13F Emerald Investment Partners, Llc 17 880 4,60 7 839 23,67
2025-07-10 13F Uptown Financial Advisors LLC 31 383 2,79 13 759 21,53
2025-07-25 13F waypoint wealth counsel 1 337 11,60 586 31,98
2025-08-12 13F Absolute Capital Management, LLC 4 554 10,37 1 999 30,65
2025-07-29 13F Stephens Inc /ar/ 137 075 3,23 60 093 22,04
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 9 078 0,18 4 33,33
2025-08-14 13F Catalyst Financial Partners Llc 3 062 1 342
2025-07-14 13F Brady Martz Wealth Solutions, LLC 2 532 26,41 1 110 49,60
2025-07-21 13F Capital Planning LLC 16 690 0,77 7 325 19,28
2025-07-18 13F SMI Advisory Services, LLC 595 265
2025-08-04 13F Golden Road Advisors Llc 104 994 5,59 46 030 24,84
2025-07-30 13F Cornerstone Advisory, LLC 35 140 8,23 15 405 23,68
2025-08-06 13F Bensler, LLC 1 083 93,39 475 128,99
2025-08-14 13F Ameriprise Financial Inc 3 886 118 0,42 1 705 829 19,09
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 2 474 0,08 1 085 18,34
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 160 220 0,46 70 240 18,77
2025-08-14 13F Garden State Investment Advisory Services LLC 485 213
2025-07-07 13F TruWealth Advisors, LLC 2 057 9,53 902 29,45
2025-07-22 13F Team Financial Group, LLC 15 7
2025-08-06 13F Pekin Hardy Strauss, Inc. 2 628 16,64 1 152 37,96
2025-07-21 13F Sage Financial Management Group, Inc. 3 595 48,49 2
2025-08-11 13F Private Advisor Group, LLC 438 014 0,63 192 025 18,97
2025-07-24 13F Zullo Investment Group, Inc. 1 065 0,47 467 18,58
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 7 617 27,76 3 339 51,02
2025-07-09 13F GEM Asset Management, LLC 993 0,20 435 17,57
2025-07-25 13F St. Louis Trust Co 20 134 8,70 8 827 28,51
2025-08-14 13F Gen-Wealth Partners Inc 643 13,60 282 34,45
2025-07-25 13F Endowment Wealth Management, Inc. 2 686 6,93 1 178 26,42
2025-05-15 13F/A Orion Portfolio Solutions, LLC 252 846 2,22 93 760 −7,64
2025-08-04 13F Mesirow Financial Investment Management, Inc. 89 309 14,71 39 161 35,61
2025-07-18 13F First Pacific Financial 98 566 0,99 43 211 19,39
2025-08-14 13F Synovus Financial Corp 36 646 0,67 16 083 19,13
2025-07-17 13F Stone Point Wealth LLC 8 238 27,86 3 612 51,15
2025-08-15 13F First Heartland Consultants, Inc. 31 688 4,45 13 892 23,48
2025-08-12 13F AlphaCore Capital LLC 7 658 172,72 3 361 222,86
2025-07-17 13F Grandview Asset Management LLC 9 615 13,52 4 33,33
2025-08-04 13F Silver Coast Investments LLC 4 495 4,34 1 970 23,29
2025-07-31 13F BIP Wealth, LLC 37 860 49,96 16 598 77,28
2025-08-14 13F Federation des caisses Desjardins du Quebec 568 23,75 249 45,88
2025-07-11 13F Adirondack Trust Co 6 305 2,94 2 764 21,71
2025-08-11 13F Actinver Wealth Management, Inc. 537 235
2025-07-22 13F Old National Bancorp /in/ 5 685 7,28 2 492 26,88
2025-08-13 13F Victory Capital Management Inc 4 346 1 906
2025-07-16 13F Rebalance, Llc 536 235
2025-08-05 13F Marion Wealth Management 2 756 1,55 1 208 20,08
2025-08-06 13F AE Wealth Management LLC 86 398 18,69 37 877 40,32
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 49 468 6,48 21 687 25,89
2025-07-22 13F/A Duncan Williams Asset Management, LLC 100 169 3,42 43 914 22,27
2025-05-01 13F Lane & Associates LLC 4 107 7,04 1 523 −5,11
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 74 32
2025-08-06 13F Penserra Capital Management LLC 89 089 9,26 39 30,00
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 49 250 3,65 21 591 22,54
2025-08-11 13F Nordwand Advisors, LLC 3 000 1 315
2025-07-15 13F Significant Wealth Partners LLC 887 389
2025-07-10 13F Weinberger Asset Management, Inc 17 298 0,62 7 584 18,95
2025-07-28 13F Compass Advisory Group LLC 4 135 29,14 1 815 52,82
2025-07-10 13F Compton Wealth Advisory Group, LLC 12 147 9,03 5 325 28,90
2025-08-14 13F Allred Capital Management, LLC 1 338 4,69 586 23,89
2025-07-28 13F Axxcess Wealth Management, Llc 20 795 204,02 9 116 259,46
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 3 131 2,02 1 373 20,56
2025-08-07 13F Encompass More Asset Management 592 1,20 260 19,35
2025-07-16 13F Kathmere Capital Management, LLC 32 040 7,91 14 046 27,59
2025-07-25 13F We Are One Seven, LLC 85 420 4,76 37 448 23,86
2025-07-03 13F Trust Co of the South 54 149 89,75 23 739 124,35
2025-08-04 13F Creekmur Asset Management LLC 3 299 0,49 1 446 18,82
2025-05-15 13F CAPROCK Group, Inc. 27 962 55,15 10 369 40,18
2025-08-13 13F Jones Financial Companies Lllp 35 058 923 8,64 15 299 954 27,98
2025-07-11 13F First PREMIER Bank 19 848 1,37 9 14,29
2025-07-17 13F Fee-Only Financial Planning, L.C. 110 916 0,51 48 625 18,83
2025-08-14 13F Colony Group, LLC 554 038 2,61 242 896 21,31
2025-08-07 13F Guardian Partners Inc. 93 962 576,57 41 578 730,73
2025-07-31 13F/A Avion Wealth 19 070 34,63 8 60,00
2025-07-14 13F Abacus Wealth Partners, LLC 2 575 117,30 1 129 156,95
2025-08-14 13F Karpus Management, Inc. 67 753 2,09 29 703 20,70
2025-07-08 13F Apella Capital, LLC 29 777 159,77 13 063 209,92
2025-07-10 13F Trust Point Inc. 521 228
2025-07-10 13F Focus Financial Network, Inc. 11 363 0,97 4 987 19,51
2025-08-14 13F Bragg Financial Advisors, Inc 67 046 5,00 29 393 24,14
2025-08-14 13F MGB Wealth Management, LLC 974 24,87 427 47,92
2025-08-11 13F Hopwood Financial Services, Inc. 231 3,59 101 23,17
2025-07-16 13F Crown Wealth Group, LLC 18 377 6,87 8 056 26,35
2025-07-15 13F Armis Advisers, LLC 68 139 32,38 29 890 56,60
2025-08-13 13F Plan Group Financial, LLC 4 070 138,43 1 784 181,83
2025-07-23 13F REAP Financial Group, LLC 56 247 21,84 24 659 44,05
2025-07-23 13F Eagle Strategies LLC 38 302 15,92 16 791 37,04
2025-07-31 13F Vaughan David Investments Inc/il 706 0
2025-07-15 13F Missouri Trust & Investment Co 966 8,78 423 28,57
2025-08-14 13F Hurley Capital, LLC 2 906 17,22 1 274 38,63
2025-08-12 13F LPL Financial LLC 5 335 797 7,49 2 339 213 27,07
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 259 284 0,90 113 673 19,29
2025-08-12 13F Calton & Associates, Inc. 20 231 0,58 8 869 18,92
2025-07-29 13F Goldstein Advisors, LLC 4 525 8,90 1 984 28,77
2025-08-12 13F Global Retirement Partners, LLC 56 548 2,62 24 791 9,61
2025-08-14 13F Diversify Advisory Services, LLC 4 922 3,32 2 279 26,27
2025-08-12 13F Change Path, LLC 190 859 3,41 83 672 22,26
2025-08-07 13F Resources Investment Advisors, LLC. 43 062 3,63 18 878 22,52
2025-07-15 13F Tenon Financial LLC 5 029 100,20 2 035 118,58
2025-08-13 13F MBM Wealth Consultants, LLC 114 662 1,29 50 268 19,75
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 16 336 4,49 7 162 23,53
2025-08-04 13F Savvy Advisors, Inc. 11 091 5,41 4 862 24,63
2025-08-14 13F Osterweis Capital Management Inc 59 31,11
2025-07-15 13F Cranbrook Wealth Management, LLC 29 546 4,53 12 953 23,58
2025-07-22 13F Coastal Investment Advisors, Inc. 3 991 139,27 1 750 183,01
2025-08-12 13F Associated Banc-corp 56 891 0,21 24 941 18,48
2025-08-13 13F Beacon Pointe Advisors, LLC 324 941 3,92 142 454 22,85
2025-08-14 13F GWM Advisors LLC 413 727 3,09 181 378 21,87
2025-07-25 13F Dynamic Financial Group 1 670 9,44 732 29,56
2025-07-28 13F IFG Advisors, LLC 2 344 13,95 1 027 34,78
2025-08-14 13F Wells Fargo & Company/mn 4 121 901 5,07 1 807 042 24,22
2025-07-31 13F Cardinal Point Capital Management, ULC 535 235
2025-08-04 13F 4wealth Advisors, Inc. 1 712 13,38 751 33,93
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 10 722 4 701
2025-07-16 13F Gradient Capital Advisors, LLC 9 596 5,58 4 207 24,84
2025-08-14 13F Wells Fargo & Company/mn Put 200 88
2025-07-24 13F Fulcrum Capital LLC 11 626 9,41 5 097 29,34
2025-07-15 13F Level Financial Advisors, Inc. 17 146 36,36 7 517 61,22
2025-07-17 13F Independence Bank of Kentucky 3 166 0,96 1 388 19,36
2025-07-10 13F Signal Advisors Wealth, LLC 10 816 6,13 4 742 25,49
2025-07-15 13F Retirement Guys Formula Llc 4 311 1,01 1 783 24,09
2025-08-08 13F Fortis Group Advisors, LLC 7 937 16,60 3 612 43,11
2025-08-14 13F Alliancebernstein L.p. 722 843 142,16 316 894 186,29
2025-08-14 13F/A Rockefeller Capital Management L.P. 356 875 17,60 156 454 39,04
2025-07-11 13F Kaydan Wealth Management, Inc. 8 149 25,54 3 573 48,46
2025-08-05 13F Integrity Wealth Solutions LLC 28 905 4,26 12 672 23,27
2025-08-06 13F Disciplined Investors, L.L.C. 15 689 18,79 6 878 40,45
2025-07-07 13F RDA Financial Network 1 613 0,81 707 19,06
2025-08-11 13F Strategic Equity Management 6 530 2 863
2025-07-25 13F Muirfield Wealth Advisors Llc 15 479 22,66 6 786 45,01
2025-08-25 NP NDAA - Ned Davis Research 360 Dynamic Allocation ETF 1 189 63,32 521 93,68
2025-07-23 13F Sax Wealth Advisors, Llc 12 541 46,42 5 498 73,13
2025-07-31 13F Oppenheimer & Co Inc 64 945 15,14 28 472 36,12
2025-08-14 13F Diversify Wealth Management, Llc 2 896 0,10 1 341 22,37
2025-08-08 13F Opinicus Capital, Inc. 11 061 6,29 4 849 25,69
2025-08-13 13F Capital Group Private Client Services, Inc. 2 965 9,53 1 300 29,61
2025-08-07 13F Addison Advisors LLC 35 477 1,85 15 553 20,41
2025-08-12 13F Wisconsin Wealth Advisors, LLC 2 063 171,81 904 221,71
2025-08-15 13F Kestra Advisory Services, LLC 507 886 11,57 222 657 31,90
2025-07-15 13F World Equity Group, Inc. 4 930 0,28 2 161 18,54
2025-08-11 13F Outlook Wealth Advisors, LLC 8 287 0,80 3 633 19,16
2025-07-08 13F Parallel Advisors, LLC 20 301 11,12 8 900 31,37
2025-07-22 13F Gutierrez Wealth Advisory, LLC 472 207
2025-08-14 13F Camarda Financial Advisors, LLC 3 777 44,11 1 656 70,44
2025-07-24 13F Accredited Investor Services, Llc 2 111 33,69 925 58,12
2025-08-18 13F Hollencrest Capital Management 20 890 0,02 9 158 18,26
2025-08-06 13F Moors & Cabot, Inc. 8 349 1,36 3 660 19,84
2025-08-13 13F First National Advisers, LLC 1 779 14,33 780 35,24
2025-08-06 13F First Horizon Advisors, Inc. 117 822 7,32 51 654 26,88
2025-07-11 13F Bell Bank 586 269 4,61 257 020 23,68
2025-07-28 13F Nestegg Advisors, Inc. 11 825 16,20 5 184 37,40
2025-08-15 13F Equitable Holdings, Inc. 849 857 1,23 372 577 19,68
2025-08-04 13F Creative Financial Designs Inc /adv 54 537 4,41 23 909 23,43
2025-08-01 13F Milestone Asset Management Group, LLC 1 562 23,09 685 45,53
2025-07-11 13F Farther Finance Advisors, LLC 18 117 12,63 7 942 31,95
2025-07-21 13F 25 Llc 45 443 11,31 19 923 31,60
2025-08-07 13F Fund Evaluation Group, LLC 12 759 5 594
2025-07-29 13F Elevation Capital Advisory, LLC 21 097 9 249
2025-08-12 13F Wealth Dimensions Group, Ltd. 2 289 6,47 1 003 25,85
2025-07-17 13F First County Bank /CT/ 6 263 0,18 2 746 18,42
2025-08-15 13F Lgl Partners, Llc 725 3,57 331 27,41
2025-08-14 13F Goodwin Investment Advisory 3 150 46,04 1 381 72,72
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 39 621 12,94 17 370 33,52
2025-07-18 13F SOA Wealth Advisors, LLC. 10 702 0,21 4 692 18,46
2025-07-18 13F PFG Investments, LLC 8 737 25,53 3 830 48,45
2025-07-22 13F Iron Horse Wealth Management, LLC 1 463 10,92 641 31,08
2025-08-01 13F Brookwood Investment Group LLC 61 008 3,19 26 746 22,00
2025-08-04 13F Bridgewealth Advisory Group, LLC 3 031 55,36 1 329 83,68
2025-07-10 13F Voisard Asset Management Group, Inc. 1 843 5,92 808 25,12
2025-08-01 13F PCA Investment Advisory Services Inc. 29 849 15,95 13 086 37,09
2025-08-21 13F Clarion Wealth Managment Partners, LLC 1 667 731
2025-08-06 13F Founders Financial Securities Llc 26 931 6,14 11 806 23,75
2025-07-10 13F IMPACTfolio, LLC 464 203
2025-08-11 13F Anfield Capital Management, LLC 77 266,67 34 371,43
2025-08-12 13F Coldstream Capital Management Inc 477 680 61,51 209 511 91,03
2025-08-11 13F Estate Counselors, LLC 13 644 187,00 5 982 239,44
2025-07-22 13F Romano Brothers And Company 39 590 2,99 17 356 21,77
2025-07-14 13F Harbor Group, Inc. 3 763 10,94 1 650 31,19
2025-08-11 13F Citigroup Inc 871 186 38,51 381 928 63,76
2025-07-22 13F Safir Wealth Advisors, LLC 34 370 0,82 15 068 19,19
2025-08-04 13F Saxony Capital Management, LLC 791 24,76 347 47,23
2025-08-08 13F Foundations Investment Advisors, LLC 95 030 27,46 41 661 50,69
2025-08-06 13F Prospera Financial Services Inc 76 529 30,21 33 572 53,96
2025-08-05 13F Astra Wealth Partners LLC 481 211
2025-08-05 13F GPS Wealth Strategies Group, LLC 50 965 14,86 22 343 35,79
2025-08-14 13F Susquehanna International Group, Llp Call 181 900 93,72 79 745 129,02
2025-08-07 13F Vise Technologies, Inc. 11 603 67,89 5 087 79,34
2025-08-13 13F Scotia Capital Inc. 1 989 4,79 872 23,90
2025-08-12 13F Steward Partners Investment Advisory, Llc 222 838 1,34 97 692 19,81
2025-08-14 13F Moneta Group Investment Advisors Llc 869 661 7,43 381 259 27,01
2025-08-14 13F Certified Advisory Corp 96 185 0,51 42 167 18,83
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 601 004 0,27 265 632 19,52
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 630 276
2025-07-21 13F Barrett & Company, Inc. 12 720 0,20 5 577 18,46
2025-08-05 13F Claro Advisors LLC 2 730 0,89 1 197 19,34
2025-08-27 13F/A Brinker Capital Investments, LLC 268 637 6,25 117 770 25,61
2025-07-25 13F Means Investment Co., Inc. 1 729 1,05 758 19,40
2025-08-08 13F Meridian Wealth Management, LLC 59 564 2,71 26 090 21,40
2025-08-13 13F Alerus Financial Na 123 54
2025-08-06 13F Kcm Investment Advisors Llc 11 770 4,63 5 160 23,71
2025-08-01 13F SYM FINANCIAL Corp 353 194,17 155 250,00
2025-08-12 13F Team Hewins, LLC 1 525 1,19 669 19,89
2025-08-06 13F HORAN Wealth, LLC 1 169 512
2025-08-12 13F O'shaughnessy Asset Management, Llc 38 884 13,66 17 047 34,37
2025-07-11 13F Meriwether Wealth & Planning, LLC 599 5,46 263 24,76
2025-08-07 13F CENTRAL TRUST Co 243 888 0,97 106 922 19,37
2025-08-08 13F Allianz Se 272 253,25 119 325,00
2025-08-13 13F Lynch Asset Management, Inc. 443 194
2025-07-15 13F Beacon Investment Advisory Services, Inc. 920 403
2025-07-30 13F Caliber Wealth Management, LLC / KS 11 010 3,11 4 827 21,90
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 2 310 0,35 1 014 18,76
2025-07-17 13F Legacy Wealth Management, Inc 1 538 674
2025-07-10 13F Atticus Wealth Management, Llc 761 8,40 334 28,08
2025-08-01 13F Bank of Jackson Hole Trust 1 651 3,45 724 11,75
2025-08-14 13F McIlrath & Eck, LLC 163 699 3,17 71 766 21,97
2025-08-12 13F Coston, McIsaac & Partners 853 6,89 0
2025-08-13 13F Capital Analysts, Inc. 33 324 1,68 15 16,67
2025-07-11 13F Diversified Trust Co 13 395 17,20 5 873 38,56
2025-04-15 13F Members Wealth Llc 1 466 21,06 544 6,47
2025-07-15 13F Axis Wealth Partners, LLC 7 765 15,81 3 404 36,93
2025-07-25 13F RoundAngle Advisors LLC 5 562 2,66 2 438 21,35
2025-08-07 13F Winch Advisory Services, LLC 2 094 9,92 918 30,03
2025-08-12 13F Proequities, Inc. 0 0
2025-04-15 13F Transform Wealth, LLC 1 816 2,08 674 −7,81
2025-08-11 13F HighTower Advisors, LLC 1 552 072 4,96 680 429 24,08
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 2 491 1 092
2025-08-12 13F Wood Tarver Financial Group, LLC 42 5,00 0 −100,00
2025-08-14 13F Mpwm Advisory Solutions, Llc 151 57,29 66 88,57
2025-08-14 13F Apriem Advisors 1 059 7,19 464 26,78
2025-07-07 13F Wesbanco Bank Inc 8 421 218,13 3 692 276,25
2025-07-16 13F Plancorp, LLC 8 846 7,41 3 878 26,99
2025-07-22 13F Alta Wealth Advisors LLC 4 320 5,39 1 894 24,62
2025-08-14 13F Heritage Wealth Management, Inc. 531 233
2025-07-18 13F Marks Wealth, LLC 867 380
2025-07-22 13F Confluence Wealth Services, Inc. 3 290 1,36 1 442 23,35
2025-08-08 13F Evolution Wealth Advisors, LLC 2 386 0,25 1 046 18,59
2025-07-25 13F Yarger Wealth Strategies, Llc 582 4,68 255 23,79
2025-08-06 13F Paladin Advisory Group, LLC 376 53,47 165 82,22
2025-08-12 13F Bravias Capital Group, LLC 9 446 4,58 4 141 23,62
2025-08-08 13F Cetera Investment Advisers 1 326 314 18,43 581 456 40,01
2025-07-10 13F High Net Worth Advisory Group LLC 14 829 0,99 6 506 19,40
2025-08-27 NP Tidal Trust II - Tactical Advantage ETF 4 600 2 017
2025-08-14 13F Bank Of America Corp /de/ 49 386 990 1,75 21 651 256 20,30
2025-08-12 13F Inscription Capital, LLC 928 407
2025-07-14 13F Sentinel Pension Advisors Inc 12 516 0,41 5 487 18,71
2025-08-18 13F/A Kestra Investment Management, LLC 5 547 15,73 2 432 36,80
2025-07-29 13F Arcus Capital Partners, LLC 510 224
2025-08-13 13F Riverview Capital Advisers, LLC 19 976 1,40 8 757 19,88
2025-08-14 13F EP Wealth Advisors, Inc. 3 463 113 3,80 1 518 229 22,71
2025-07-22 13F Gemmer Asset Management LLC 36 150 2,35 15 848 21,00
2025-08-04 13F Family Wealth Group, LLC 13 483 5 911
2025-08-01 13F Capital Investment Counsel, LLC 2 438 1 069
2025-07-11 13F Prosperity Planning, Inc. 46 784 2,83 20 510 21,56
2025-08-08 13F Fusion Capital, LLC 29 230 2,69 12 815 21,41
2025-07-30 13F Capital Investment Services of America, Inc. 1 218 8,56 534 28,37
2025-04-09 13F Dakota Community Bank & Trust NA 165 61
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 81 415 8,31 35 692 28,06
2025-08-04 13F Mayflower Financial Advisors, LLC 3 467 2,73 1 520 21,42
2025-08-11 13F Synergy Investment Management, LLC 44 108 0,33 19 337 18,62
2025-07-30 13F Financial Perspectives, Inc 1 746 74,25 765 106,20
2025-08-05 13F Bridgewater Advisors Inc. 5 535 3,11 2 512 23,51
2025-08-06 13F Able Wealth Management LLC 509 223
2025-07-15 13F Unified Investment Management 500 219
2025-08-13 13F Cary Street Partners Financial Llc 229 222 3,78 91 293 23,15
2025-07-09 13F Fragasso Group Inc. 1 306 18,51 573 40,20
2025-07-25 13F M3 Advisory Group, LLC 16 632 4,43 7 291 23,47
2025-07-21 13F Keystone Financial Group, Inc. 1 210 0,08 543 17,06
2025-08-13 13F SCS Capital Management LLC 41 036 1,44 17 998 19,98
2025-08-06 13F Nicholas Hoffman & Company, LLC. 4 305 1,46 1 887 19,96
2025-08-13 13F Denver Wealth Management, Inc. 1 673 2,32 733 20,96
2025-08-07 13F New England Private Wealth Advisors LLC 3 293 0,06 1 498 22,70
2025-07-16 13F American National Bank 500 30,55 219 54,23
2025-08-14 13F Graney & King, LLC 3 492 11,49 1 531 31,87
2025-08-13 13F Baird Financial Group, Inc. 469 987 1,90 206 042 20,48
2025-08-13 13F Boston Family Office Llc 1 414 30,80 1
2025-07-25 13F CV Advisors LLC 494 217
2025-07-25 13F Lodestar Private Asset Management Llc 11 103 14,29 4 868 35,12
2025-07-22 13F Valpey Financial Services, LLC 18 052 7 914
2025-08-13 13F Mayfair Advisory Group, LLC 28 985 9,66 13 308 35,78
2025-07-16 13F Meridian Financial, LLC 1 599 1,20 701 19,83
2025-07-16 13F EdgeRock Capital LLC 470 206
2025-08-27 NP XCOR - FundX ETF 52 117 5,82 22 848 25,11
2025-07-29 13F Tradewinds Capital Management, LLC 184 7,60 81 26,98
2025-08-04 13F Quaker Wealth Management, LLC 21 373 9 370
2025-07-30 13F Crewe Advisors LLC 1 511 263,22 662 329,87
2025-08-06 13F Rps Advisory Solutions Llc 475 208
2025-07-21 13F West Financial Advisors, LLC 5 613 7,30 2 461 26,87
2025-08-13 13F Cerity Partners LLC 394 581 8,57 172 986 28,36
2025-07-22 13F Sutton Place Investors Llc 9 785 0,22 4 290 18,48
2025-08-13 13F Johnson Financial Group, Inc. 2 683 36,47 1 178 61,45
2025-07-15 13F Smith & Howard Wealth Management, LLC 34 625 7,24 15 179 26,79
2025-07-14 13F Armstrong Advisory Group, Inc 1 761 0,57 772 7,52
2025-08-11 13F Rothschild Investment Llc 7 825 0,40 3 430 18,69
2025-08-08 13F MTM Investment Management, LLC 171 4,91 75 23,33
2025-08-01 13F Advisory Alpha, LLC 15 361 3,02 6 735 21,82
2025-07-17 13F Genesis Private Wealth, Llc 1 290 0,47 566 18,70
2025-08-01 13F Taylor Financial Group, Inc. 62 653 3,89 27 467 22,82
2025-08-29 13F Evolution Wealth Management Inc. 2 141 939
2025-08-13 13F Vance Wealth, Inc. 1 519 5,27 666 24,53
2025-08-08 13F Campbell Deegan Wealth Management, LLC 16 905 5,34 7 411 24,53
2025-07-23 13F Valmark Advisers, Inc. 10 406 0,51 4 562 18,81
2025-08-14 13F Benjamin Edwards Inc 12 592 55,09 5 520 83,39
2025-08-14 13F Pine Harbor Wealth Management, LLC 18 976 3,39 8 319 22,23
2025-07-24 13F KFA Private Wealth Group, LLC 6 873 0,06 3 013 18,30
2025-04-17 13F Vista Wealth Management Group, LLC 1 825 50,95 677 36,29
2025-08-07 13F Montag A & Associates Inc 10 262 0,83 4 504 19,34
2025-08-08 13F Oak Harvest Investment Services 28 227 4,57 12 375 23,63
2025-08-14 13F Aqr Capital Management Llc 96 591 7,03 42 346 26,53
2025-07-16 13F Kendall Capital Management 23 048 5,66 10 104 24,93
2025-07-23 13F Tectonic Advisors Llc 4 166 25,03 1 826 47,85
2025-07-28 13F WealthPlan Investment Management, LLC 1 209 11,02 530 31,51
2025-05-14 13F Summit Financial Wealth Advisors, LLC 100 089 0,49 37 115 −10,04
2025-08-14 13F Foronjy Financial Llc 12 415 5 443
2025-07-09 13F Parkside Advisors LLC 486 213
2025-08-14 13F Snowden Capital Advisors LLC 35 716 0,67 15 676 19,15
2025-08-14 13F Warren Averett Asset Management, LLC 716 569 5,87 314 144 25,17
2025-07-30 13F/A Divergent Planning, LLC 862 9,11 374 25,50
2025-08-05 13F Magnolia Capital Advisors Llc 29 166 235,09 12 786 296,22
2025-08-08 13F Capital Investment Advisory Services, LLC 24 976 2,05 10 950 20,65
2025-07-08 13F Webster Bank, N. A. 1 995 70,37 875 101,38
2025-07-17 13F Gleason Group, Inc. 141 219 43,27 61 910 69,38
2025-07-29 13F Harbor Asset Planning, Inc. 2 489 1 091
2025-08-13 13F Haverford Trust Co 2 795 4,96 1 225 24,11
2025-08-12 13F Kensington Asset Management, LLC 217 710 95 444
2025-07-14 13F Financial Advisory Partners, Llc 67 336 1,47 29 520 19,97
2025-05-02 13F BluePointe Capital Management, LLC 1 107 4,14 410 −5,96
2025-08-07 13F Greystone Financial Group, LLC 12 761 7,94 5 594 27,63
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 5 491 9,38 2 100,00
2025-08-14 13F Acas, Llc 4 414 0,50 2 043 21,25
2025-07-23 13F Gentry Private Wealth, Llc 26 197 4,22 11 485 23,21
2025-07-08 13F Lpwm Llc 2 880 4,16 1 263 23,12
2025-07-22 13F Relyea Zuckerberg Hanson LLC 245 688 0,77 107 710 19,13
2025-08-13 13F Stablepoint Partners, LLC 2 708 9,06 1 187 29,02
2025-07-10 13F Secure Asset Management, LLC 657 288
2025-07-23 13F Litman Gregory Asset Management LLC 700 1,89 307 20,87
2025-08-05 13F Crestwood Advisors Group LLC 5 256 0,75 2 304 19,13
2025-07-28 13F Revolve Wealth Partners, LLC 15 347 11,06 6 728 31,30
2025-08-07 13F Verus Capital Partners, Llc 5 807 1,40 2 546 19,88
2025-07-21 13F/A Abacus Planning Group, Inc. 774 2,38 340 21,07
2025-07-31 13F Hobart Private Capital, LLC 925 3,58 406 22,36
2025-07-29 13F Latitude Advisors, LLC 1 805 11,97 791 32,50
2025-07-23 13F Winthrop Advisory Group LLC 19 474 581,39 8 547 707,08
2025-07-16 13F Lloyd Advisory Services, LLC. 3 691 1 618
2025-08-06 13F Quadrant Private Wealth Management, LLC 5 882 4,01 2 582 23,14
2025-07-07 13F Versant Capital Management, Inc 185 85,00 81 118,92
2025-07-16 13F AAFMAA Wealth Management & Trust LLC 5 814 78,67 2 549 111,28
2025-07-18 13F jvl associates llc 1 394 28,01 611 51,61
2025-08-11 13F United Advisor Group, LLC 9 408 47,32 4 125 74,16
2025-08-12 13F Chaney Capital Management, Inc. 115 828 2,25 50 779 20,88
2025-07-22 13F David Wealth Management LLC 540 237
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 3 979 0,30 1 745 18,56
2025-07-09 13F Thrive Wealth Management, LLC 30 850 5,94 13 525 25,25
2025-07-31 13F Opes Wealth Management LLC 1 095 26,44 480 49,53
2025-07-18 13F Pennsylvania Capital Management Inc /adv 610 0,16 267 18,67
2025-07-09 13F Kearns & Associates LLC 3 940 1,81 1 727 20,43
2025-07-28 13F Holistic Planning, LLC 18 495 19,75 8 108 41,57
2025-08-14 13F Two Sigma Investments, Lp 1 042 900 2,15 457 207 20,77
2025-07-29 13F Gladwyn Financial Advisors, Inc. 2 783 1 220
2025-07-22 13F Noble Family Wealth, LLC 48 361 7,47 21 202 27,05
2025-08-13 13F/A Claudia M.p. Batlle, Crp (r) Llc 2 363 127,21 1 036 168,83
2025-07-17 13F Stephens Group Asset Management, Llc 340 519 10,31 149 284 30,41
2025-07-18 13F Truist Financial Corp 1 030 654 3,92 451 839 22,86
2025-07-25 13F Parker Financial LLC 66 095 1,22 28 977 19,67
2025-08-05 13F Freestone Capital Holdings, LLC 3 659 0,03 1 604 18,22
2025-08-13 13F Summit Wealth Group Llc / Co 21 132 9 275
2025-07-28 13F JGP Wealth Management, LLC 791 14,47 347 35,16
2025-07-31 13F Brian Low Financial Group, Llc 2 502 1 097
2025-08-15 13F Provenance Wealth Advisors, LLC 4 151 14,01 1 820 34,74
2025-07-15 13F Kwmg, Llc 10 707 3,38 4 694 22,21
2025-07-14 13F GAMMA Investing LLC 4 320 17,42 1 894 38,78
2025-08-14 13F Visionary Wealth Advisors 21 981 8,17 9 636 27,88
2025-08-01 13F Alexander Labrunerie & Co., Inc. 10 635 0,63 4 662 18,99
2025-08-14 13F Dagco, Inc. 60 266 6,56 26 421 25,98
2025-07-24 13F Cyndeo Wealth Partners, LLC 39 441 0,64 17 291 18,99
2025-08-15 13F Fairfield, Bush & Co. 1 067 9,66 468 29,72
2025-07-15 13F Bfsg, Llc 12 5
2025-08-13 13F JT Stratford LLC 6 276 18,42 2 752 40,00
2025-07-25 13F Verdence Capital Advisors LLC 22 924 6,15 10 050 25,49
2025-08-11 13F Vanguard Group Inc 186 172 4,20 81 618 23,19
2025-08-12 13F Franklin Resources Inc 104 680 18,89 45 892 40,55
2025-08-14 13F Acorn Wealth Advisors, LLC 4 072 283,79 1 785 354,20
2025-08-13 13F Idaho Trust Bank 13 006 19,94 5 702 41,78
2025-08-04 13F Buck Wealth Strategies, LLC 3 785 58,24 1 659 87,03
2025-08-14 13F Connecticut Wealth Management, LLC 123 754 4,77 54 254 23,86
2025-07-17 13F CWA Asset Management Group, LLC 4 528 7,81 1 985 27,49
2025-08-11 13F Madison Asset Management, LLC 8 451 5,23 3 705 24,38
2025-08-05 13F American Capital Advisory, LLC 8 562 0,50 3 754 18,80
2025-08-12 13F Gitterman Wealth Management, LLC 462 202
2025-08-04 13F One Day In July LLC 174 303 11,98 76 414 32,39
2025-08-13 13F Natixis Advisors, L.p. 694 588 20,17 305 42,06
2025-08-07 13F Flagship Wealth Advisors, Llc 47 803 0,89 20 957 19,27
2025-08-05 13F Ciovacco Capital Management LLC 11 444 75,04 5 017 106,97
2025-08-13 13F Shelton Capital Management 3 383 53,77 1 483 81,96
2025-05-01 13F Schechter Investment Advisors, LLC 82 389 4,39 30 551 −5,69
2025-07-21 13F Ashton Thomas Securities, Llc 8 240 1,34 3 612 19,80
2025-07-29 13F Angeles Wealth Management, Llc 26 507 33,60 11 621 57,94
2025-08-14 13F Hancock Whitney Corp 5 884 256,39 2 580 321,41
2025-07-14 13F Acropolis Investment Management, LLC 21 057 0,44 9 232 18,74
2025-07-14 13F Proathlete Wealth Management Llc 362 27,46 159 50,48
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 447 094 0,40 195 938 18,68
2025-07-24 13F Vantage Point Financial LLC 1 122 0,63 492 18,89
2025-08-01 13F Zhang Financial LLC 24 724 73,39 10 839 105,01
2025-08-11 13F Avantax Planning Partners, Inc. 2 817 4,49 1 235 23,52
2025-08-11 13F Independent Advisor Alliance 3 969 12,06 1 740 32,44
2025-07-08 13F Goldstone Financial Group, LLC 1 055 9,90 467 30,90
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 5 872 4,26 2 575 23,28
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 3 056 17,67 1 340 39,04
2025-07-29 13F Sigma Investment Counselors Inc 955 1,92 419 20,46
2025-08-13 13F Northern Trust Corp 182 636 8,18 80 068 27,90
2025-08-11 13F Lowe Brockenbrough & Co Inc 10 4
2025-07-23 13F Traphagen Investment Advisors Llc 497 218
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 482 195 5,54 211 24,85
2025-07-16 13F Newton One Investments LLC 89 224 3,99 39 116 22,95
2025-08-11 13F United Capital Financial Advisers, Llc 531 327 0,19 232 934 18,45
2025-07-07 13F Capital Asset Advisory Services LLC 1 915 28,52 831 47,86
2025-07-09 13F HFG Wealth Management, LLC 1 964 0,56 728 −9,11
2025-07-25 13F Richardson Financial Services Inc. 14 483 47,92 6 306 73,72
2025-07-30 13F Wbh Advisory Inc 9 487 58,09 4 159 86,88
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 900 395
2025-08-14 13F Integrated Wealth Concepts LLC 64 541 4,66 28 295 23,73
2025-08-13 13F River Wealth Advisors LLC 3 555 77,13 1 558 109,41
2025-07-23 13F Opulen Financial Group LLC 2 035 3,30 892 22,05
2025-08-12 13F Covington Investment Advisors Inc. 8 534 0,79 4 0,00
2025-07-08 13F/A Salem Investment Counselors Inc 5 857 0,17 2 571 18,54
2025-08-04 13F Carret Asset Management, Llc 2 285 0,04 1 002 18,32
2025-08-14 13F Oxford Financial Group Ltd 3 008 0,50 1 319 18,85
2025-07-21 13F TFG Advisers LLC 1 038 0,78 455 19,16
2025-07-29 13F Tide Cove Capital Partners LLC 19 903 1,77 9 075 25,12
2025-08-27 NP ACALX - Advisors Capital Active All Cap Fund 92 600 5,95 40 596 25,26
2025-07-24 13F Financial Security Advisor, Inc. 1 301 54,88 571 83,60
2025-08-20 13F/A Thompson Davis & Co., Inc. 1 884 2,34 826 20,97
2025-07-28 13F Rosenberg Matthew Hamilton 123 21,78 54 43,24
2025-08-11 13F Alteri Wealth LLC 1 807 3,67 792 22,60
2025-07-29 13F Lyell Wealth Management, Lp 730 320
2025-08-12 13F/A Cozad Asset Management Inc 9 725 3,60 4 263 22,50
2025-08-13 13F GM Advisory Group, Inc. 4 355 62,20 1 909 91,86
2025-08-15 13F Fidelity D & D Bancorp Inc 1 101 483
2025-08-27 NP ACGRX - Advisors Capital Growth Fund 22 100 125,51 9 689 166,59
2025-07-10 13F Kozak & Associates, Inc. 218 0,46 96 23,08
2025-08-14 13F Mariner, LLC 1 786 816 2,34 783 340 20,99
2025-08-04 13F Waterfront Wealth Inc. 2 482 2,94 1 088 21,70
2025-07-10 13F Wedmont Private Capital 12 152 11,26 5 377 36,68
2025-05-15 13F Wealth Management Strategies, Inc. 68 101 14,13 25 253 10 249,59
2025-07-09 13F Fermata Advisors, LLC 1 377 604
2025-07-09 13F Hiley Hunt Wealth Management 60 902 1,06 26 718 18,50
2025-07-16 13F Independent Wealth Network Inc. 6 027 8,09 2 642 27,82
2025-08-14 13F Betterment LLC 290 155 8,47 127 28,28
2025-08-04 13F Roble, Belko & Company, Inc 13 85,71 0
2025-07-31 13F City State Bank 10 271 1,02 4 503 19,42
2025-08-06 13F Robinson Smith Wealth Advisors Llc 4 020 5,73 1 762 25,05
2025-08-07 13F Allworth Financial LP 183 654 10,12 80 514 30,15
2025-08-13 13F Ted Buchan & Co 23 777 79,14 10 424 111,78
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 2 334 66,12 1 023 96,35
2025-07-08 13F Charis Legacy Partners, LLC 2 247 1,77 985 20,42
2025-07-22 13F Innovative Wealth Building LLC 2 592 27,68 1 136 51,06
2025-07-11 13F Kingstone Capital Partners Texas, LLC 11 092 3
2025-08-06 13F ZEGA Investments, LLC 1 968 0,41 863 18,73
2025-07-09 13F Lbmc Investment Advisors, Llc 541 237
2025-07-22 13F BridgePort Financial Solutions, LLC 10 491 2,34 4 599 20,99
2025-07-28 13F Cutler Investment Counsel Llc 58 433 1,09 25 646 19,65
2025-07-09 13F Sandy Cove Advisors, LLC 3 011 7,15 1 320 26,80
2025-08-11 13F VSM Wealth Advisory, LLC 18 690 16,47 8 194 37,70
2025-08-05 13F Mission Wealth Management, Lp 1 033 308 3,67 453 002 22,57
2025-07-24 13F Forefront Analytics, LLC 743 326
2025-07-30 13F White Lighthouse Investment Management Inc. 241 727 3,56 105 973 22,43
2025-08-14 13F Jane Street Group, Llc Call 74 700 36,31 32 748 61,16
2025-07-09 13F Market Street Wealth Management Advisors Llc 51 263 1,67 22 474 20,20
2025-08-14 13F Jane Street Group, Llc Put 5 600 194,74 2 455 248,72
2025-07-21 13F Ameriflex Group, Inc. 848 11,87 368 31,07
2025-08-14 13F Fiduciary Trust Co 2 776 13,54 1 217 34,22
2025-07-15 13F Kentucky Trust Co 56 24,44 25 50,00
2025-08-12 13F Allen Capital Group, LLC 2 212 44,01 970 70,30
2025-07-11 13F Wealth Management Partners, LLC 2 096 2,44 920 21,24
2025-07-22 13F Luken Investment Analytics, LLC 205 2,50 90 20,27
2025-07-10 13F Global Financial Private Client, LLC 9 380 0,01 4 112 18,20
2025-07-16 13F Arlington Capital Management, Inc. 3 407 1 494
2025-07-09 13F Christopher J. Hasenberg, Inc 64 605 27,24 28 323 49,08
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 955 1,17 419 19,71
2025-08-06 13F Columbia River Financial Group, LLC 27 656 10,86 13 33,33
2025-07-11 13F Pinnacle Bancorp, Inc. 5 237 0,58 2 296 18,91
2025-04-25 13F Smallwood Wealth Investment Management, LLC 78 29
2025-07-14 13F Abound Wealth Management 916 25,31 401 47,97
2025-07-15 13F Hofer & Associates. Inc 22 648 0,42 9 929 18,71
2025-08-13 13F Gamco Investors, Inc. Et Al 730 320
2025-07-21 13F Crews Bank & Trust 56 144 4,51 24 614 23,56
2025-05-09 13F Delta Financial Group, Inc. 44 522 2,14 17 0,00
2025-07-14 13F Gries Financial Llc 1 906 31,45 836 55,49
2025-08-20 13F/A Coppell Advisory Solutions LLC 4 446 5,93 1 940 22,09
2025-07-23 13F Cohen Investment Advisors LLC 3 046 2,63 1 335 21,36
2025-07-31 13F FSM Wealth Advisors, LLC 12 059 838,44 5 290 1 011,34
2025-08-14 13F Van Den Berg Management I, Inc 43 65,38 19 100,00
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 1 924 11,60 843 31,92
2025-08-07 13F Guidance Capital, Inc 12 594 2,57 5 605 17,24
2025-08-15 13F Northeast Financial Consultants Inc 774 827 0,62 339 684 18,96
2025-08-13 13F Royal Fund Management, LLC 20 714 2,43 9 091 21,09
2025-04-09 13F Compass Investment Advisers LLC 12 271 5 037
2025-07-23 13F Mainsail Asset Management, Llc 92 233 2,02 40 435 20,61
2025-08-19 13F Anchor Investment Management, LLC 6 297 4,57 2 761 23,60
2025-08-01 13F SwitchPoint Financial Planning, LLC 6 187 24,89 2 712 47,63
2025-08-14 13F Spears Abacus Advisors LLC 1 591 10,49 697 30,77
2025-08-14 13F Essential Planning, LLC. 606 8,41 266 28,02
2025-07-30 13F First Interstate Bank 814 14,17 357 34,85
2025-07-18 13F First United Bank Trust/ 22 817 5,04 10 003 24,19
2025-05-01 13F Grant/GrossMendelsohn, LLC 2 781 1,35 1 046 −7,19
2025-08-14 13F IHT Wealth Management, LLC 31 188 4,64 13 673 23,72
2025-08-07 13F Retirement Solution Inc. 1 053 31,95 462 56,27
2025-07-09 13F Sandbox Financial Partners, LLC 79 870 1,41 35 015 19,89
2025-07-25 13F Apollon Wealth Management, LLC 17 995 0,49 7 889 18,81
2025-07-17 13F Venture Visionary Partners LLC 173 434 1,93 76 034 20,51
2025-07-21 13F Curran Financial Partners, LLC 30 871 22,72 13 534 45,08
2025-08-13 13F Gateway Wealth Partners, LLC 2 755 2,00 1 208 20,58
2025-07-23 13F Golden Reserve Retirement LLC 463 203
2025-08-06 13F Stone House Investment Management, LLC 456 347,06 200 437,84
2025-07-28 13F Patten & Patten Inc/tn 5 255 1,92 2 304 20,51
2025-07-23 13F Capital Management Associates, Inc 7 437 100,03 3 261 136,57
2025-08-05 13F Ring Mountain Capital, LLC 460 206
2025-07-18 13F Philip James Wealth Mangement, LLC 539 236
2025-07-28 13F Davidson Trust Co 9 877 3,21 4 329 22,01
2025-08-05 13F Cassaday & Co Wealth Management LLC 7 755 2,61 3 400 21,31
2025-08-08 13F Thoroughbred Financial Services, Llc 7 507 1,23 3 50,00
2025-08-18 13F Geneos Wealth Management Inc. 50 831 26,35 22 284 49,39
2025-07-22 13F Belpointe Asset Management LLC 59 831 1 016,67 26 231 1 220,75
2025-08-12 13F Mcdonald Partners Llc 748 0,40 328 18,48
2025-08-14 13F Ancora Advisors, LLC 6 569 2,72 2 880 21,43
2025-08-14 13F Ambassador Advisors, LLC 3 217 13,51 1 410 34,29
2025-08-05 13F Prosperity Wealth Management, Inc. 1 715 26,20 752 49,30
2025-08-14 13F Silvercrest Asset Management Group Llc 147 468 14,19 64 650 35,00
2025-07-18 13F Heritage Financial Services, LLC 4 541 3,98 1 991 22,92
2025-08-06 13F Stokes Family Office, LLC 10 707 10,70 4 694 30,87
2025-07-23 13F HTG Investment Advisors, Inc. 15 855 3,61 6 951 22,49
2025-07-29 13F Oxbow Advisors, LLC 1 042 1,66 457 20,00
2025-08-12 13F J.w. Cole Advisors, Inc. 117 772 128,63 51 631 170,31
2025-04-15 13F Corrigan Financial, Inc. 201 089 3,00 74 568 −6,95
2025-08-14 13F IPG Investment Advisors LLC 5 964 2,85 2 618 21,72
2025-08-14 13F Vista Private Wealth Partners. LLC 1 225 537
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 14 670 16,22 6 672 50,51
2025-07-14 13F CHICAGO TRUST Co NA 1 223 536
2025-08-12 13F Forum Private Client Group LLC 8 318 1,72 3 646 20,25
2025-08-13 13F Trustmark National Bank Trust Department 134 022 4,03 58 755 22,99
2025-08-08 13F Petix & Botte Co 23 555 0,19 10 327 18,44
2025-07-29 13F Community Bank of Raymore 8 301 70,87 3 639 102,05
2025-07-02 13F Helen Stephens Group, LLC 14 706 9,55 6 447 29,51
2025-07-15 13F Accurate Wealth Management, LLC 7 714 0,78 3 413 23,76
2025-08-07 13F Beese Fulmer Investment Management, Inc. 1 582 15,64 693 36,69
2025-08-04 13F IFG Advisory, LLC 27 528 4,04 12 068 23,00
2025-07-17 13F Eclectic Associates Inc /adv 10 021 10,15 4 393 30,21
2025-07-15 13F Total Wealth Planning, Llc 153 771 9,61 67 413 29,58
2025-07-17 13F Enclave Advisors LLC 35 311 5,81 15 480 25,10
2025-08-13 13F SMART Wealth LLC 639 280
2025-08-06 13F SOUTH STATE Corp 28 619 12,86 12 547 33,44
2025-08-07 13F Donaldson Capital Management, Llc 13 967 4,35 6 123 23,35
2025-08-13 13F Mount Yale Investment Advisors, LLC 920 0,11 403 18,24
2025-08-11 13F Mosaic Family Wealth Partners, Llc 322 237 2,14 141 269 20,75
2025-07-22 13F Warwick Investment Management, Inc. 16 571 14,96 7 265 35,90
2025-07-15 13F IMS Capital Management 457 201
2025-08-01 13F Penobscot Wealth Management 1 047 459
2025-07-01 13F Harbor Investment Advisory, Llc 28 647 8,27 12 559 28,00
2025-07-16 13F Embree Financial Group 7 832 50,64 3 434 78,15
2025-08-12 13F SRS Capital Advisors, Inc. 181 207 10,95 91 190 50,57
2025-07-31 13F Waldron Private Wealth LLC 558 569 3,96 245 159 23,05
2025-07-09 13F Towerpoint Wealth, LLC 64 375 1,72 28 222 20,26
2025-07-09 13F O'Brien Wealth Partners LLC 44 921 1,22 19 694 19,66
2025-07-30 13F First Citizens Bank & Trust Co 4 632 45,07 2 031 71,45
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 1 053 462
2025-08-14 13F Freedom Financial Partners LLC 20 442 1,07 8 961 19,50
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 3 477 25,21 1 524 48,10
2025-08-04 13F Northwest Financial Advisors 462 203
2025-08-12 13F BlackRock, Inc. 13 887 39,37 6 088 64,76
2025-07-29 13F Private Trust Co Na 6 465 36,45 2 834 61,39
2025-07-25 13F Quantum Financial Planning Services, Inc. 128 706 4,23 56 425 23,22
2025-07-15 13F BCS Wealth Management 12 413 0,46 5 25,00
2025-07-23 13F Joel Isaacson & Co., LLC 72 969 1,14 31 990 19,58
2025-08-07 13F Sollinda Capital Management LLC 2 280 1 000
2025-08-15 13F Morgan Stanley 14 559 215 3,84 6 382 762 22,76
2025-08-26 13F/A Thrivent Financial For Lutherans 152 640 120,96 67 153,85
2025-07-15 13F SJS Investment Consulting Inc. 487 4,28 214 23,12
2025-04-30 13F J Hagan Capital, Inc. 4 157 1 706
2025-07-14 13F Iams Wealth Management, Llc 498 219
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 98 550 5,35 43 204 24,55
2025-07-18 13F Client 1st Advisory Group, Llc 918 5,03 402 24,07
2025-08-12 13F Boreal Capital Management LLC 1 149 504
2025-07-09 13F Westmount Partners, LLC 3 581 0,08 1 570 18,40
2025-08-08 13F Thrive Capital Management, LLC 18 323 8 033
2025-08-13 13F Fisher Asset Management, LLC 9 708 44,85 4 256 71,27
2025-07-22 13F Olistico Wealth, LLC 42 277 9,48 18 534 22,89
2025-07-23 13F Lansing Street Advisors 27 185 7,32 11 932 27,03
2025-08-08 13F Citizens Financial Group Inc/ri 33 700 7,12 14 791 26,80
2025-08-06 13F Soltis Investment Advisors LLC 5 053 10,96 2 215 31,22
2025-07-16 13F Moneywise, Inc. 5 672 578,47 2 486 704,53
2025-08-07 13F Meridian Financial Partners LLC 878 19,78 0
2025-08-18 13F Wellington Capital Management, Inc. 484 0
2025-08-27 NP XRLX - FundX Conservative ETF 10 185 3,98 4 465 22,94
2025-08-11 13F TD Waterhouse Canada Inc. 4 045 1,68 1 754 18,05
2025-08-07 13F Everhart Financial Group, Inc. 250 772 16,82 109 939 38,11
2025-07-16 13F Signaturefd, Llc 163 029 10,42 71 472 30,55
2025-07-23 13F Madden Advisory Services, Inc. 3 342 0,91 1 465 19,30
2025-07-17 13F Guyasuta Investment Advisors Inc 7 905 6,75 3 466 26,23
2025-08-13 13F Gibbs Wealth Management 1 182 518
2025-07-09 13F WealthCare Investment Partners, LLC 3 873 2,27 1 712 32,02
2025-07-17 13F/A Capital Investment Advisors, LLC 12 041 34,97 5 279 59,60
2025-08-14 13F Sequent Planning LLC 1 813 70,23 795 101,01
2025-08-13 13F Flow Traders U.s. Llc 18 849 8
2025-04-11 13F Safeguard Financial, LLC 355 130 3,15 131 689 −6,80
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 58 45,00 25 78,57
2025-08-04 13F Syverson Strege & Co 1 778 0,17 780 18,39
2025-08-14 13F DecisionPoint Financial, LLC 27 17,39 12 37,50
2025-07-30 13F Gables Capital Management Inc. 1 872 6,85 821 26,35
2025-07-15 13F Ridgecrest Wealth Partners, Llc 639 5,10 280 24,44
2025-07-29 13F Werba Rubin Papier Wealth Management 41 371 3,63 18 137 22,52
2025-08-07 13F Fidelis Capital Partners, LLC 3 908 36,55 1 781 65,37
2025-08-14 13F Stifel Financial Corp 735 886 0,54 322 659 18,87
2025-08-14 13F Obsidian Personal Planning Solutions LLC 6 139 0,08 2 692 15,99
2025-07-31 13F Money Design Co.,Ltd. 554 153 2,10 243 20,40
2025-08-14 13F Boston Private Wealth Llc 2 216 971
2025-07-08 13F Next Level Private LLC 3 954 2,09 1 733 20,68
2025-07-18 13F Northstar Group, Inc. 17 682 0,11 7 752 18,35
2025-08-04 13F Spire Wealth Management 18 857 1,27 8 267 19,73
2025-08-11 13F NewEdge Wealth, LLC 38 262 31,13 17 436 61,16
2025-07-17 13F Greenhouse Wealth Management, LLC 5 171 1,27 2 267 19,76
2025-08-06 13F Convergence Financial, LLC 2 787 1,75 1 222 20,30
2025-08-05 13F Westside Investment Management, Inc. 1 191 1,19 522 19,72
2025-08-19 13F Newbridge Financial Services Group, Inc. 17 406 10,70 7 631 30,87
2025-07-31 13F 180 Wealth Advisors, Llc 2 804 14,78 1 229 35,80
2025-08-13 13F Dana Investment Advisors, Inc. 3 450 4,55 1 513 23,63
2025-08-13 13F Allegheny Financial Group LTD 4 370 12,40 1 916 32,80
2025-07-28 13F Delap Wealth Advisory, Llc 516 226
2025-07-16 13F Vision Capital Management, Inc. 1 936 8,16 849 27,90
2025-07-11 13F SILVER OAK SECURITIES, Inc 5 996 17,71 2 629 39,34
2025-07-11 13F Marshall & Sullivan Inc /wa/ 114 50
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 10 116 3,88 4 435 22,79
2025-08-04 13F Impact Partnership Wealth, LLC 52 483 48,06 23 009 75,06
2025-08-13 13F Lido Advisors, LLC 142 584 109,73 62 519 148,00
2025-07-28 13F Twin Tree Management, LP Put 9 800 4 296
2025-07-29 13F Carmel Capital Partners, LLC 489 214
2025-08-12 13F Garrett Wealth Advisory Group, LLC 1 063 6,30 466 25,95
2025-07-23 13F Stonegate Investment Group, LLC 9 766 2,93 4 281 21,69
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 9 275 4 066
2025-07-14 13F Chapin Davis, Inc. 3 395 0,03 1 488 18,20
2025-08-13 13F Tobias Financial Advisors, Inc. 75 157 0,65 32 949 18,99
2025-07-24 13F Robertson Stephens Wealth Management, LLC 51 892 28,45 22 758 51,92
2025-08-07 13F/A Joseph Group Capital Management 117 51
2025-07-31 13F Oak Harbor Wealth Partners, Llc 494 199,39 217 254,10
2025-08-06 13F Vantage Financial Partners, LLC 4 922 0,98 2 158 19,37
2025-07-29 13F First Bancorp, Inc /ME/ 2 190 12,37 960 32,96
2025-07-07 13F Avenue 1 Advisors, LLC 54 852 2,98 24 047 21,74
2025-08-07 13F Fonville Wealth Management LLC 20 879 1,15 9 156 19,13
2025-08-01 13F Vision Financial Markets Llc 13 8,33 5 25,00
2025-08-05 13F Next Capital Management LLC 4 942 0,98 2 167 19,40
2025-08-07 13F Laffer Investments 1 260 87,78 552 122,58
2025-08-11 13F Regal Investment Advisors LLC 47 459 2,10 20 806 20,71
2025-08-05 13F Sigma Planning Corp 14 466 2,49 6 343 21,19
2025-07-14 13F Argentarii, LLC 1 929 4,38 846 23,50
2025-07-22 13F Accel Wealth Management 3 966 1,67 1 739 20,19
2025-08-07 13F Rathbone Brothers plc 490 215
2025-08-06 13F Nvwm, Llc 185 81
2025-08-07 13F Birchcreek Wealth Management, LLC 9 734 1,89 4 267 20,47
2025-08-14 13F Pecaut & Co. 4 715 30,75 2 067 54,60
2025-08-14 13F/A Skopos Labs, Inc. 425 31,99 186 55,46
2025-08-14 13F Harmony Asset Management Llc 2 195 1,15 962 19,65
2025-07-15 13F/A Kure Advisory, LLC 18 676 8,87 8 188 28,71
2025-05-07 13F Spectrum Wealth Counsel, LLC 12 003 2,74 4 451 −7,19
2025-07-18 13F Columbia Asset Management 6 390 1,22 2 801 19,65
2025-08-07 13F Americana Partners, LLC 5 094 48,12 2 233 75,14
2025-07-23 13F Intergy Private Wealth, LLC 21 983 1,26 9 637 19,71
2025-08-14 13F Becker Capital Management Inc 239 068 6,50 104 928 26,05
2025-08-14 13F Mercer Global Advisors Inc /adv Put 372 148 162 189
2025-08-14 13F Eaton-Cambridge Inc. 461 202
2025-07-15 13F Mather Group, Llc. 548 423 3,31 240 429 22,14
2025-07-16 13F Rezny Wealth Management, Inc. 323 948 1,32 142 019 19,79
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 5 240 2 297
2025-08-14 13F LifePlan Investment Advisors, Inc. 14 928 22,46 6 544 44,78
2025-07-29 13F Koshinski Asset Management, Inc. 34 906 3,20 15 303 22,01
2025-08-05 13F Plante Moran Financial Advisors, LLC 10 253 4,83 4 495 23,97
2025-08-05 13F Huntington National Bank 9 486 20,37
2025-07-31 13F Wealthfront Advisers Llc 97 415 6,94 42 707 26,43
2025-07-18 13F Marino, Stram & Associates Llc 84 703 11,98 37 134 32,39
2025-07-09 13F Wolff Financial Management Llc 94 705 0,05 42 17,14
2025-07-09 13F Dynamic Advisor Solutions LLC 13 848 4,54 6 071 23,57
2025-07-22 13F Berger Financial Group, Inc 34 454 1,90 15 104 20,47
2025-08-07 13F Midwest Trust Co 31 162 13 662
2025-05-20 13F Blue Rock Wealth Management LLC 3 207 45,24 1 189 31,24
2025-07-18 13F Martel Wealth Advisors Inc 232 840 1,59 102 077 20,11
2025-08-11 13F Pineridge Advisors LLC 36 44,00 16 66,67
2025-08-05 13F Carson Advisory Inc. 531 233
2025-07-24 13F rebel Financial LLC 27 652 12 136
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 700 6,54 307 25,93
2025-07-10 13F Stonekeep Investments, LLC 840 368
2025-08-04 13F Whalen Wealth Management Inc. 484 212
2025-07-22 13F Journey Beyond Wealth, LLC 16 491 9,22 7 230 29,11
2025-07-29 13F Signature Estate & Investment Advisors Llc 1 022 867 15,33 448 425 36,34
2025-07-30 13F Forum Financial Management, LP 7 549 4,34 3 309 23,38
2025-07-31 13F Buckingham Strategic Partners 40 125 0,08 17 591 18,32
2025-08-07 13F King Luther Capital Management Corp 282 −37,83
2025-09-05 13F/A Prospera Capital Management, LLC 10 286 3,30 4 514 22,26
2025-08-04 13F Beirne Wealth Consulting Services, LLC 32 028 195,79 14 058 250,11
2025-07-08 13F Northstar Advisory Group, LLC 2 318 0,09 1 016 18,41
2025-08-14 13F Financial Advisors Network, Inc. 65 841 5,07 28 865 24,22
2025-07-16 13F GenWealth Group, Inc. 91 915 7,43 40 296 27,01
2025-07-29 13F Creekside Partners 993 11,32 435 31,82
2025-08-08 13F Kingsview Wealth Management, LLC 31 377 1,61 13 756 20,13
2025-08-14 13F NCM Capital Management, LLC 15 518 6,32 6 820 26,02
2025-07-31 13F Gill Capital Partners, Llc 43 276 2,42 18 972 21,09
2025-08-12 13F PKS Advisory Services, LLC 1 588 8,92 696 28,89
2025-08-11 13F Strategic Wealth Partners, Ltd. 2 257 38,55 989 42,30
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 549 241
2025-08-07 13F Traynor Capital Management, Inc. 2 427 26,54 1 053 48,10
2025-07-17 13F Smith, Salley & Associates 6 686 17,59 2 931 39,04
2025-07-21 13F Synergy Financial Management, LLC 4 667 2,93 2 046 21,71
2025-08-12 13F WealthTrak Capital Management LLC 1 045 2,45 458 21,16
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 8 701 1,59 3 815 20,09
2025-08-08 13F Truepoint, Inc. 425 519 1,83 186 547 20,39
2025-08-07 13F Cahill Financial Advisors Inc 154 319 1,15 67 653 19,58
2025-08-11 13F Wealthgarden F.s. Llc 681 1,64 310 24,60
2025-08-14 13F Douglass Winthrop Advisors, LLC 570 2,15 250 20,87
2025-07-31 13F Leavell Investment Management, Inc. 10 870 0,45 4 771 18,92
2025-07-17 13F KG&L Capital Management,LLC 9 575 6,94 4 198 26,42
2025-08-13 13F Kuhn & Co Investment Counsel 9 907 8,64 4 343 28,45
2025-08-14 13F Investmark Advisory Group LLC 2 456 2,76 1 077 21,44
2025-08-15 13F Strategic Investment Advisors / MI 124 270 0,72 54 482 19,08
2025-07-24 13F Gilliland Jeter Wealth Management LLC 11 348 0,01 4 975 18,26
2025-08-07 13F Winthrop Capital Management, LLC 13 632 2,80 6 25,00
2025-08-06 13F Savant Capital, LLC 238 570 545,48 104 589 663,14
2025-07-08 13F Arlington Trust Co LLC 528 37,86 231 62,68
2025-07-21 13F Triad Wealth Partners, LLC 2 211 124,01 969 164,75
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 225 385 8,79 98 852 28,83
2025-07-23 13F Elevate Wealth Advisory, Inc 408 55,13 179 84,54
2025-07-29 13F Stratos Wealth Partners, LTD. 49 859 16,92 21 858 38,23
2025-07-23 13F 1 North Wealth Services Llc 5 2
2025-07-14 13F Main Line Retirement Advisors, LLC 25 599 4,80 11 222 23,90
2025-07-22 13F Capital Advisors Inc/ok 1 564 0,13 686 18,31
2025-07-28 13F Bridges Investment Management Inc 5 870 2,62 2 573 21,31
2025-08-12 13F Indie Asset Partners, LLC 777 341
2025-07-18 13F Arcadia Wealth Management, LLC 73 431 9,89 32 192 29,92
2025-07-30 13F Roman Butler Fullerton & Co 11 900 1,71 5 405 27,54
2025-07-14 13F Narus Financial Partners, LLC 1 576 40,84 691 66,67
2025-07-10 13F Orgel Wealth Management, LLC 2 322 7,80 1 018 27,44
2025-07-16 13F Jentner Corp 161 563 0,97 70 829 19,37
2025-08-12 13F Laurel Wealth Advisors LLC 9 185 671 45 809,99 21 −99,73
2025-08-13 13F Great Diamond Partners, LLC 33 834 0,07 14 833 18,31
2025-07-24 13F Mengis Capital Management, Inc. 487 214
2025-07-15 13F StoneCrest Wealth Management, Inc. 1 161 14,84 509 35,83
2025-08-12 13F Viawealth, Llc 2 692 1,09 1 180 19,55
2025-08-13 13F Transce3nd, LLC 406 37,63 178 62,39
2025-08-13 13F Proactive Wealth Strategies LLC 1 314 2,18 1
2025-08-06 13F Modera Wealth Management, LLC 1 195 224 1,39 523 987 19,87
2025-07-31 13F Sage Mountain Advisors LLC 14 444 33,03 6 332 57,28
2025-07-24 13F Copperwynd Financial, LLC 73 454 9 476,79 32 202 11 238,73
2025-08-14 13F Glenmede Investment Management, LP 231 372 101 433
2025-08-13 13F Rockport Wealth LLC 769 337
2025-07-30 13F D.a. Davidson & Co. 1 758 337 2,63 770 855 21,33
2025-07-29 13F Riverbend Wealth Management, LLC 1 010 2,12 443 20,77
2025-08-14 13F Wallace Hart LLC 13 6
2025-08-01 13F Rossby Financial, LCC 607 42,49 266 66,25
2025-08-01 13F Envestnet Asset Management Inc 8 127 139 0,98 3 562 911 19,39
2025-07-16 13F Marmo Financial Group, LLC 62 794 0,55 27 529 18,88
2025-07-30 13F Bleakley Financial Group, LLC 24 130 11,33 10 579 31,62
2025-07-29 13F BKM Wealth Management, LLC 5 836 3,26 2 559 22,04
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 785 539 2,18 782 781 20,80
2025-08-12 13F Pathstone Holdings, LLC 250 803 38,67 96 818 44,36
2025-07-29 13F Stordahl Capital Management, Inc. 587 4,82 257 24,15
2025-07-17 13F Covenant Asset Management, LLC 7 055 5,68 3 093 24,93
2025-07-31 13F Dodds Wealth, LLC 105 319 265,77 46 172 332,43
2025-07-17 13F Mustard Seed Financial, LLC 20 893 13,08 9 159 33,69
2025-07-23 13F Absher Wealth Management, Llc 3 1
2025-08-19 13F Asset Dedication, LLC 4 846 7,02 2 125 26,50
2025-08-07 13F Accent Capital Management, LLC 42 444 6 282
2025-08-11 13F Root Financial Partners, LLC 46 037 73,02 20 183 104,54
2025-07-31 13F Brighton Jones Llc 18 224 11,07 7 989 31,31
2025-08-08 13F L & S Advisors Inc 2 610 30,70 1 144 54,59
2025-07-23 13F Woodside Wealth Management LLC 21 735 0,86 9 529 19,23
2025-08-13 13F EverSource Wealth Advisors, LLC 174 226 4,11 76 381 23,08
2025-04-15 13F Noble Wealth Management PBC 1 012 45,40 375 31,58
2025-07-31 13F United Community Bank 2 428 11,07 1 064 31,36
2025-08-14 13F Cascades Capital Asset Management, LLC 14 198 0,02 6 224 18,26
2025-07-18 13F Consolidated Portfolio Review Corp 37 253 0,77 16 332 19,13
2025-08-11 13F Inspire Advisors, LLC 704 11,57 308 32,19
2025-08-14 13F CIBC World Markets Inc. 5 018 6,25 2 200 25,59
2025-08-11 13F FineMark National Bank & Trust 9 803 56,07 4 298 84,50
2025-07-18 13F Cohen Klingenstein LLC 14 733 0,51 6 459 18,82
2025-08-14 13F Quantinno Capital Management LP 54 639 36,15 23 954 60,96
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 3 567 1 471,37 1 564 1 760,71
2025-07-28 13F Founders Grove Wealth Partners, Llc 47 449 5,46 20 802 24,68
2025-08-01 13F Biltmore Family Office, LLC 71 31
2025-07-29 13F Kraft, Davis & Associates, LLC 30 846 6,55 14 064 38,53
2025-04-11 13F Davis Capital Management 88 6,02 33 −5,88
2025-07-25 13F SPC Financial, Inc. 39 288 1 047,09 17 224 1 256,14
2025-08-11 13F Angeles Investment Advisors, LLC 22 219 1,04 9 741 19,45
2025-07-15 13F Oak Root LLC 50 306 26,96 22 054 50,11
2025-07-28 13F Aries Wealth Management 37 978 1,34 16 650 19,81
2025-07-15 13F Garrett Investment Advisors LLC 14 980 11,41 6 567 31,74
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class 698 089 0,17 306 042 18,42
2025-08-07 13F Brio Consultants, LLC 21 549 0,97 9 447 19,37
2025-08-14 13F Modern Wealth Management, LLC 3 300 21,77 1 447 44,02
2025-07-24 13F Invictus Private Wealth, Llc 408 774 2,21 179 207 20,84
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 48 991 2,23 21 478 20,88
2025-07-09 13F Sapient Capital Llc 43 122 18,77 18 926 40,58
2025-08-25 13F Silverlake Wealth Management Llc 1 655 726
2025-07-09 13F Riversedge Advisors, Llc 28 248 18,37 12 384 39,94
2025-08-13 13F Saiph Capital, LLC 4 313 5,20 1 891 24,34
2025-07-21 13F Warner Financial, Inc 62 951 0,56 28 17,39
2025-07-25 13F Hazlett, Burt & Watson, Inc. 916 12,12 0
2025-07-22 13F Wells Trecaso Financial Group, LLC 886 2,67 388 21,25
2025-08-07 13F Alpha Financial Advisors, LLC 680 298
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 42 821 1,84 18 773 23,14
2025-08-08 13F Larson Financial Group LLC 5 528 24,76 2 424 47,47
2025-07-28 13F Cypress Wealth Services, LLC 1 341 2,76 588 21,28
2025-07-21 13F J. Safra Sarasin Holding AG 1 066 95,96 467 132,34
2025-08-07 13F Curtis Advisory Group, LLC 3 536 12,72 1 550 33,28
2025-08-06 13F Princeton Capital Management Llc 823 43,88 361 69,81
2025-08-15 13F Captrust Financial Advisors 1 486 447 3,56 651 658 24,89
2025-07-16 13F Magnus Financial Group LLC 131 523 0,82 57 660 19,20
2025-07-29 13F Mezzasalma Advisors, LLC 8 212 12,34 3 600 32,84
2025-08-12 13F Holderness Investments Co 2 330 9,85 1 021 29,90
2025-07-15 13F LVZ Advisors, Inc. 708 31,11 310 55,00
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 965 423
2025-07-16 13F Maridea Wealth Management LLC 14 696 17,55 6 443 38,99
2025-07-09 13F Keystone Wealth Services, LLC 1 566 5,45 687 24,73
2025-07-30 13F MEMBERS Trust Co 204 775 20,29 89 773 42,21
2025-08-14 13F Private Capital Management, LLC 1 352 2,11 593 20,82
2025-07-17 13F LifeGoal Wealth Advisors 18 167 5,52 7 964 24,75
2025-08-14 13F RMB Capital Management, LLC 18 061 99,66 7 927 136,34
2025-08-06 13F Carnegie Lake Advisors LLC 1 333 17,86 1
2025-08-13 13F Empire Financial Management Company, LLC 1 492 10,93 654 31,33
2025-08-14 13F Integrated Investment Consultants, LLC 11 145 13,48 4 886 34,17
2025-07-16 13F Essex Financial Services, Inc. 20 378 6,60 8 934 26,03
2025-05-12 13F Sandy Spring Bank 35 338 7,60 13 104 −2,78
2025-08-07 13F Mayport, Llc 5 128 2 248
2025-08-12 13F Wealthbridge Capital Management, Llc 1 295 10,31 568 30,34
2025-08-05 13F American Institute for Advanced Investment Management, LLP 6 386 0,79 2 800 19,16
2025-07-14 13F Painted Porch Advisors LLC 223 443,90 98 546,67
2025-07-25 13F Cwm, Llc 532 190 0,01 233 18,27
2025-08-11 13F Brass Tax Wealth Management, Inc 1 030 9,57 452 29,60
2025-07-10 13F Fulton Bank, N.a. 5 162 3,80 2 263 22,72
2025-07-09 13F First Bank & Trust 490 215
2025-05-21 13F CBM Financial, LLC 5 549 2 292
2025-04-28 13F Pinnacle Financial Partners Inc 168 596 2,85 62 519 −7,08
2025-07-21 13F DMKC Advisory Services, LLC 2 219 994
2025-07-07 13F Dominguez Wealth Management Solutions, Inc. 50 450 5,83 22 117 25,12
2025-08-13 13F Level Four Advisory Services, Llc 16 345 22,68 7 166 45,04
2025-08-14 13F Main Street Financial Solutions, LLC 10 029 69,95 4 397 100,91
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 62 1,64 27 22,73
2025-08-14 13F Gotham Asset Management, LLC 70 789 23,02 31 034 45,44
2025-08-14 13F Royal Bank Of Canada 2 043 290 1,77 895 777 20,32
2025-05-15 13F Glenmede Trust Co Na 226 422 2,12 83 962 −7,74
2025-08-08 13F WASHINGTON TRUST Co 1 543 4,05 676 23,13
2025-08-11 13F Platform Technology Partners 9 503 5,73 4 166 25,03
2025-07-29 13F FLC Capital Advisors 1 534 50,39 673 77,78
2025-07-09 13F Bulwark Capital Corp 124 54
2025-07-22 13F Woodmont Investment Counsel Llc 410 717 2,67 180 058 21,38
2025-08-13 13F Jump Financial, LLC 4 241 1 859
2025-08-08 13F Security Financial Services, INC. 15 875 3,61 6 960 22,50
2025-08-13 13F Keystone Financial Group 17 528 4,85 7 684 23,96
2025-08-11 13F Brown Wealth Management, Llc 70 173 5,38 30 764 24,59
2025-07-25 13F Concurrent Investment Advisors, LLC 99 487 15,37 43 615 36,40
2025-07-22 13F Wealthcare Advisory Partners LLC 35 128 27,04 15 400 50,19
2025-07-22 13F Miracle Mile Advisors, LLC 15 651 29,27 6 861 52,84
2025-08-08 13F Maple Capital Management, Inc. 706 310
2025-07-02 13F HBW Advisory Services LLC 2 825 0,75 1 239 19,15
2025-07-17 13F XY Planning Network, Inc. 12 078 19,21 5 295 40,91
2025-07-23 13F West Paces Advisors Inc. 523 3,36 229 22,46
2025-08-06 13F Wedbush Securities Inc 25 510 0,04 11 22,22
2025-07-29 13F International Assets Investment Management, Llc 3 571 8,34 1 566 28,07
2025-08-11 13F WPG Advisers, LLC 1 656 2,67 726 21,24
2025-08-12 13F Founders Financial Alliance, LLC 4 697 3,76 2 059 22,71
2025-08-14 13F Win Advisors, Inc 34 286 15 031
2025-07-08 13F Juncture Wealth Strategies, Llc 2 407 1 055
2025-07-16 13F Novem Group 31 126 0,79 13 646 19,16
2025-08-29 13F Total Investment Management Inc 474 208
2025-07-14 13F Foster Group, Inc. 2 439 23,00 1 069 45,44
2025-08-06 13F Atlantic Union Bankshares Corp 40 016 1 696,05 17 543 2 023,85
2025-07-17 13F SC&H Financial Advisors, Inc. 657 10,23 288 30,32
2025-07-21 13F Family CFO Inc 11 825 2,04 5 184 20,64
2025-07-24 13F Bey-Douglas LLC 1 425 19,65 624 41,50
2025-07-16 13F Spirepoint Private Client, Llc 1 053 72,91 462 104,89
2025-07-29 13F Planned Solutions, Inc. 1 625 712
2025-09-03 13F American Trust 2 784 1 221
2025-07-16 13F Kennicott Capital Management Llc 57 674 44,36 25 284 70,68
2025-08-14 13F Operose Advisors LLC 3 429 7,90 1 503 27,59
2025-08-07 13F Summit X, LLC 1 516 94,86 665 130,56
2025-05-13 13F Shorepoint Capital Partners LLC 901 0,90 334 −8,74
2025-07-11 13F Busey Wealth Management 4 963 4,00 2 176 22,95
2025-07-24 13F Advanced Asset Management Advisors Inc 1 117 0,90 490 19,27
2025-09-04 13F/A Advisor Group Holdings, Inc. 924 632 17,84 402 225 38,11
2025-07-29 13F Balboa Wealth Partners 1 169 93,22 512 128,57
2025-08-11 13F Blue Bell Private Wealth Management, Llc 205 1,99 90 20,27
2025-07-15 13F RTD Financial Advisors, Inc. 4 537 64,15 1 989 94,24
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 251 110
2025-07-23 13F Eagle Rock Investment Company, Llc 694 304
2025-08-04 13F AlphaStar Capital Management, LLC 22 139 9 706
2025-08-13 13F Bernardo Wealth Planning LLC 1 498 43,76 1
2025-07-16 13F Legend Financial Advisors, Inc. 71 31
2025-07-10 13F American Financial Advisors, LLC 637 0,95 279 19,23
2025-08-01 13F GoalVest Advisory LLC 77 773 0,02 34 096 18,24
2025-07-22 13F Red Tortoise LLC 0 0
2025-07-30 13F Jacobsen Capital Management 102 375 2,08 44 881 20,69
2025-07-17 13F Kavar Capital Partners Group, Llc 15 008 12,62 6 580 33,15
2025-07-30 13F Eqis Capital Management, Inc. 5 341 3,49 2 341 22,37
2025-08-08 13F Wall Street Access Asset Management, LLC 11 937 1,51 5 233 20,02
2025-07-28 13F Cornerstone Wealth Group, LLC 13 689 6 001
2025-08-06 13F SP Asset Management LLC 116 169 5,79 50 929 25,07
2025-07-18 13F Bartlett & Co. Wealth Management Llc 6 924 9,57 3 039 29,71
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 29 524 0,69 12 944 19,04
2025-08-13 13F Ally Invest Advisors Inc. 4 357 94,68 1 910 130,40
2025-08-14 13F Toronto Dominion Bank 84 37
2025-08-11 13F HHM Wealth Advisors, LLC 9 396 4,37 4 119 23,40
2025-07-24 13F Wealth Advisors Northwest LLC 653 1,08 286 19,67
2025-06-24 NP Two Roads Shared Trust - Foundations Dynamic Growth ETF 3 141 10,25 1 188 −0,25
2025-07-31 13F Northstar Asset Management Llc 42 581 3,63 18 667 22,51
2025-08-04 13F Amplius Wealth Advisors, LLC 1 117 3,52 490 22,25
2025-07-07 13F Verde Capital Management 1 032 17,81 452 39,51
2025-08-04 13F Pinnacle Associates Ltd 7 343 16,13 3 219 37,33
2025-08-06 13F Atlas Legacy Advisors, LLC 5 686 67,28 2 493 97,78
2025-07-10 13F Andrew Hill Investment Advisors, Inc. 616 270
2025-08-14 13F CoreFirst Bank & Trust 160 70
2025-07-17 13F Kelly Financial Services LLC 1 362 0,15 597 18,45
2025-07-24 13F Leo Wealth, LLC 24 130 117,82 10 574 157,44
2025-08-08 13F Intrua Financial, LLC 3 535 1,79 1 550 20,36
2025-07-18 13F Precision Wealth Strategies, LLC 5 167 2 265
2025-08-08 13F Advisors Capital Management, LLC 153 529 13,02 67 307 33,62
2025-08-07 13F Tilson Financial Group, Inc. 72 932 3,25 32 19,23
2025-07-28 13F Harbour Trust & Investment Management Co 480 210
2025-08-04 13F Daymark Wealth Partners, Llc 7 570 0,61 3 319 18,97
2025-08-14 13F Headinvest, Llc 2 978 1,95 1 306 20,50
2025-08-08 13F VeraBank, N.A. 53 959 22,54 23 656 44,86
2025-07-09 13F Bay Rivers Group 12 156 1,71 5 329 20,24
2025-07-29 13F Mountain Capital Investment Advisors, Inc 285 908 8,09 124 075 26,47
2025-07-09 13F Brand Asset Management Group, Inc. 1 310 61,73 574 91,33
2025-08-05 13F Kesler, Norman & Wride, LLC 542 238
2025-08-14 13F Stage Harbor Financial, Llc 43 126 8,32 18 907 28,06
2025-07-09 13F Fiduciary Alliance LLC 9 438 613,92 4 138 744,29
2025-07-15 13F Maseco Llp 1 365 598
2025-07-29 13F Rodgers & Associates, LTD 37 209 4,88 16 312 24,00
2025-07-30 13F Cambridge Capital Management, Llc 69 503 1,59 30 470 20,11
2025-08-06 13F Walkner Condon Financial Advisors LLC 3 955 4,13 1 734 23,08
2025-08-14 13F Glenview Trust Co 3 849 1,21 1 687 19,65
2025-08-04 13F WNY Asset Management, LLC 2 278 21,04 999 43,19
2025-07-17 13F Wagner Wealth Management, Llc 736 323
2025-07-31 13F Strata Wealth Advisors, LLC 119 330 5,36 52 314 24,56
2025-08-14 13F UBS Group AG 5 916 441 0,69 2 593 768 19,04
2025-07-31 13F Perissos Private Wealth Management, LLC 4 326 1 897
2025-08-07 13F Commerce Bank 57 017 0,48 24 996 18,79
2025-08-06 13F Texas Yale Capital Corp. 27 109 2,15 11 885 20,76
2025-07-29 13F Primoris Wealth Advisors, Llc 7 433 91,08 3 259 125,00
2025-07-21 13F Pflug Koory, LLC 11 5
2025-08-12 13F Martin Worley Group 15 860 64,76 6 953 94,82
2025-07-08 13F Gradient Investments LLC 1 342 43,38 588 69,45
2025-08-07 13F Latko Wealth Management, Ltd. 11 279 1,53 5 0,00
2025-07-30 13F Paragon Advisors, LLC 622 7,24 273 26,51
2025-08-04 13F Evergreen Advisors, LLC 461 202
2025-07-09 13F Fjell Capital, LLC 7 194 2,68 3 154 21,41
2025-07-22 13F Merit Financial Group, LLC 817 453 73,91 358 372 105,61
2025-07-22 13F Oak Hill Wealth Advisors, Llc 68 833 6,04 30 171 25,34
2025-07-22 13F Rochester Wealth Strategies, LLC 51 389 10,94 22 529 31,17
2025-05-13 13F Watts Gwilliam & Co., LLC 18 567 1,40 6 885 −8,96
2025-07-23 13F Kingswood Wealth Advisors, Llc 8 489 5,17 3 722 24,24
2025-07-25 13F Ellis Investment Partners, LLC 65 828 0,31 28 859 18,60
2025-07-17 13F K2 Financial Inc. 5 541 0,45 2 461 30,35
2025-07-22 13F DAVENPORT & Co LLC 128 005 2,08 56 117 20,68
2025-08-12 13F Richmond Investment Services, LLC 34 048 84,88 14 930 118,63
2025-07-08 13F Chemistry Wealth Management LLC 2 294 29,09 1 006 52,74
2025-08-08 13F Horizon Family Wealth, Inc. 33 708 1,64 14 778 20,17
2025-07-24 13F Ronald Blue Trust, Inc. 10 670 5,99 4 678 25,32
2025-08-14 13F Ausdal Financial Partners, Inc. 36 041 2,92 15 772 21,46
2025-08-07 13F Panoramic Investment Advisors, Llc 9 530 18,34 4 178 39,92
2025-04-25 NP SRGAX - Stringer Growth Fund Class A Shares 2 700 5,72 1 095 4,89
2025-08-12 13F One Charles Private Wealth Services, LLC 30 205 4,59 13 242 23,66
2025-08-14 13F Williams Jones Wealth Management, LLC. 2 151 18,77 943 40,39
2025-07-22 13F Keudell/Morrison Wealth Management 1 498 0,27 657 18,41
2025-07-31 13F Leelyn Smith, LLC 460 202
2025-08-27 13F Tribridge Partners Financial LLC 498 0
2025-07-17 13F Emerald Advisors, LLC 18 354 2,09 8 046 20,70
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