IJH / iShares Trust - iShares Core S&P Mid-Cap ETF - Institusjonelt eierskap - Selgere

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

Institusjonelle- og Fondseierskap - Selgere

Denne siden viser institusjoner, fond og større aksjonærer som har redusert sine beholdninger eller stengt sine posisjoner i løpet av den siste rapporteringsperioden. Røde rader indikerer lukkede posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.

Oppgraderfor å låse opp premiumdata.

Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)		 Aksjer Δ Aksjer
(%)		 Rapportert verdi ($1000) Verdi (%) Portallokering (%)
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
2025-09-09 13F NWF Advisory Services Inc. 5 953 −3,14 369 3,07
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
2025-08-07 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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