MGK - Vanguard World Fund - Vanguard Mega Cap Growth ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BMV)

Vanguard World Fund - Vanguard Mega Cap Growth ETF
MX ˙ BMV ˙ US9219108167
Grundlæggende statistik
Institutionelle ejere 922 total, 918 long only, 0 short only, 4 long/short - change of 11,80% MRQ
Gennemsnitlig porteføljeallokering 1.2100 % - change of 2,42% MRQ
Institutionelle aktier (lange) 43.642.338 (ex 13D/G) - change of 0,05MM shares 0,18% MRQ
Institutionel værdi (lang) $ 17.117.374 USD ($1000)
Institutionelt ejerskab og aktionærer

Vanguard World Fund - Vanguard Mega Cap Growth ETF (MX:MGK) har 922 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 43,642,338 aktier. Største aktionærer omfatter Assetmark, Inc, Cassaday & Co Wealth Management LLC, Morgan Stanley, Bank Of America Corp /de/, Captrust Financial Advisors, Howard Capital Management Inc., LPL Financial LLC, UBS Group AG, HCMGX - HCM Tactical Growth Fund Class A Shares, and Vantagepoint Investment Advisers Llc .

Vanguard World Fund - Vanguard Mega Cap Growth ETF (BMV:MGK) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

MX:MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-11-14 13F Gotham Asset Management, LLC 936 0,00 377 9,94
2025-11-03 13F Truist Financial Corp 29.612 4,27 11.916 14,60
2025-08-13 13F Congress Wealth Management LLC / DE / 34.944 -0,20 12.795 18,19
2025-11-07 13F Jacobi Capital Management LLC 3.543 0,06 1.426 9,95
2025-11-25 13F KERR FINANCIAL PLANNING Corp 719 294
2025-10-31 13F National Asset Management, Inc. 969 390
2025-11-13 13F Jaffetilchin Investment Partners, LLC 5.392 5,13 2.170 15,50
2025-11-12 13F Madison Wealth Partners, Inc 504 203
2025-11-14 13F Truvestments Capital Llc 220 0,00 89 10,00
2025-07-10 13F Global Financial Private Client, LLC 0 -100,00 0
2025-07-23 13F Indiana Trust & Investment Management CO 0 -100,00 0
2025-10-21 13F SOA Wealth Advisors, LLC. 1.386 0,07 558 9,86
2025-10-16 13F Willner & Heller, Llc 4.346 -1,27 1.749 8,50
2025-10-31 13F Liberty Wealth Management Llc 3.792 -3,76 1.526 5,83
2025-10-17 13F Worth Asset Management, LLC 11.628 16,16 4.679 27,67
2025-10-31 13F NWF Advisory Services Inc. 40.005 -9,51 16.099 -0,55
2025-11-14 13F Mml Investors Services, Llc 111.981 -15,65 45.063 93.781,25
2025-10-30 13F Leelyn Smith, LLC 143.945 -2,08 57.927 7,61
2025-11-14 13F Comerica Bank 348.315 -9,31 140.169 -0,33
2025-10-14 13F TCI Wealth Advisors, Inc. 973 29,22 392 42,18
2025-10-23 13F Strategic Blueprint, LLC 1.009 4,67 406 15,34
2025-10-23 13F Strategic Blueprint, LLC Call 1.300 523
2025-11-07 13F Northeast Investment Management 38.609 5,10 15.537 15,51
2025-11-10 13F Hartland & Co., LLC 97 -24,81 39 -17,02
2025-10-16 13F Gladwyn Financial Advisors, Inc. 19.082 -0,23 7.679 9,65
2025-10-31 13F Owen LaRue, LLC 2.198 10,29 885 21,26
2025-11-10 13F Cowa, Llc 616 248
2025-10-21 13F Simon Quick Advisors, Llc 1.065 -1,84 429 7,81
2025-11-05 13F Prime Capital Investment Advisors, LLC 301.428 -10,60 121.301 -1,75
2025-10-21 13F TruNorth Capital Management, LLC 3 0,00 1 0,00
2025-11-07 13F Addison Advisors LLC 283 0,00 114 9,71
2025-11-14 13F Garden State Investment Advisory Services LLC 5.558 -0,32 2.237 9,45
2025-11-06 13F Liberty Square Wealth Partners Llc 647 0,00 260 10,17
2025-10-29 13F Royal Fund Management, LLC 17.611 -18,47 7.098 -10,38
2025-10-23 13F HB Wealth Management, LLC 75.253 -0,16 30.284 9,72
2025-11-06 13F Fairscale Capital, LLC 1.139 0,00 459 5,77
2025-11-13 13F UBS Group AG 1.090.923 12,62 439.009 23,77
2025-10-09 13F Centurion Wealth Management LLC 2.001 13,05 805 24,23
2025-10-23 13F Capital Investment Advisors, LLC 3.569 13,37 1.436 24,65
2025-10-22 13F McIlrath & Eck, LLC 94 0,00 38 8,82
2025-10-23 13F Spire Wealth Management 6.756 6,29 2.719 16,80
2025-11-05 13F Canvas Wealth Advisors, LLC 1.363 0,00 550 5,97
2025-10-21 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.501 -1,18 604 8,63
2025-11-12 13F Consolidated Portfolio Review Corp 11.815 18,37 4.755 30,10
2025-11-07 13F Accretive Wealth Partners, LLC 9.000 0,00 3.622 9,89
2025-10-14 13F Tactive Advisors, LLC 12.194 0,53 4.907 10,49
2025-11-14 13F Mariner, LLC 174.094 -1,86 70.059 7,86
2025-11-05 13F Quaker Wealth Management, LLC 6 0,00 2 0,00
2025-10-28 13F Leavell Investment Management, Inc. 121.543 1,68 48.952 11,72
2025-10-27 13F Eastern Bank 27 0,00 11 11,11
2025-10-27 13F Kera Capital Partners, Inc. 9.011 2,35 3.626 12,50
2025-10-14 13F Private Client Services, Llc 1.406 -3,03 566 6,60
2025-11-14 13F Green Square Capital Advisors Llc 3.614 0,00 1.323 0,00
2025-11-06 13F Francis Financial, Inc. 6.415 -2,17 2.582 7,54
2025-10-29 13F Wealth Enhancement Advisory Services, Llc 132.143 -21,03 53.465 -13,42
2025-11-14 13F Clearwater Capital Advisors, LLC 3.132 -2,52 1.260 7,14
2025-10-23 13F Beaumont Financial Advisors, LLC 1.779 -0,22 716 9,66
2025-10-29 13F Turtle Creek Wealth Advisors, LLC 3.408 0,00 1.371 9,94
2025-11-18 13F Raab & Moskowitz Asset Management LLC 47.266 -0,50 19.021 9,35
2025-11-13 13F New England Private Wealth Advisors LLC 1.619 0,00 651 5,85
2025-11-17 13F Harvest Investment Services, LLC 0 -100,00 0
2025-10-28 13F BRYN MAWR TRUST Co 2.840 -0,73 1.143 9,07
2025-10-10 13F Abound Wealth Management 40 53,85 16 77,78
2025-11-12 13F Smith, Moore & Co. 1.631 -10,68 656 -1,80
2025-10-20 13F Miracle Mile Advisors, LLC 500 201
2025-11-07 13F Rothschild Investment Llc 100 0,00 40 11,11
2025-10-20 13F OMNI 360 Wealth, Inc. 519 -11,58 209 -3,26
2025-10-10 13F Quotient Wealth Partners, LLC 1.406 0,14 566 10,14
2025-11-14 13F Two Sigma Investments, Lp 242.600 -8,87 97.627 0,16
2025-11-14 13F One Capital Management, LLC 7.415 27,03 2.984 39,59
2025-11-14 13F Bank Of Hawaii 8.447 0,00 3.399 9,89
2025-10-15 13F Tenon Financial LLC 531 214
2025-11-14 13F Main Street Financial Solutions, LLC 9.149 -1,67 3.682 8,07
2025-10-09 13F Redhawk Wealth Advisors, Inc. 75.619 773,60 30.431 860,24
2025-11-04 13F Premier Path Wealth Partners, LLC 6.060 0,87 2.439 10,82
2025-11-14 13F Hughes Financial Services, LLC 1.137 0,00 475 9,45
2025-11-12 13F Operose Advisors LLC 267 107
2025-11-14 13F Lakeshore Financial Planning, Inc. 1.496 107,49 602 128,03
2025-10-22 13F North Star Investment Management Corp. 110 182,05 44 214,29
2025-11-12 13F NFC Investments, LLC 704 0
2025-11-12 13F Nicholas Hoffman & Company, LLC. 3.108 80,91 1.251 98,73
2025-11-14 13F Community Bank, N.A. 143 0,00 58 9,62
2025-11-14 13F Beacon Pointe Advisors, LLC 8.398 -89,58 3.379 -88,55
2025-11-14 13F Nbc Securities, Inc. 45 0,00 18
2025-11-12 13F Aprio Wealth Management, LLC 916 0,66 369 10,51
2025-10-22 13F Geneos Wealth Management Inc. 2.910 14,75 1.171 26,19
2025-10-15 13F Vontobel Holding Ltd. 3.291 -7,76 1.324 1,38
2025-11-13 13F Capital Group Private Client Services, Inc. 4.127 0,10 1.661 10,01
2025-11-10 13F David Kennon Inc 1.483 150,51 597 175,93
2025-11-13 13F Diversify Advisory Services, LLC 3.263 -0,43 1.381 8,57
2025-10-28 13F Nwam Llc 7.217 2,85 2.918 9,29
2025-11-10 13F AMG National Trust Bank 830 0,00 334 10,23
2025-10-15 13F Michael S. Ryan, Inc. 1.168 0,00 470 10,07
2025-10-20 13F DHJJ Financial Advisors, Ltd. 100 0,00 40 11,11
2025-11-06 13F Stratos Wealth Partners, LTD. 19.042 2,05 7.663 12,16
2025-11-13 13F Pathstone Holdings, LLC 2.498 -54,23 1.005 -12,53
2025-07-24 13F Bey-Douglas LLC 0 -100,00 0
2025-11-04 13F L.m. Kohn & Company 0 -100,00 0
2025-11-10 13F Barnett & Company, Inc. 882 355
2025-10-17 13F Annex Advisory Services, LLC 550 0,36 221 10,50
2025-11-13 13F Vise Technologies, Inc. 1.231 495
2025-07-22 13F Inlight Wealth Management, LLC 0 -100,00 0
2025-10-27 13F Janney Montgomery Scott LLC 126.814 -0,26 51 10,87
2025-11-05 13F Alps Advisors Inc 56.945 -0,26 22.916 9,61
2025-11-13 13F Blueshift Asset Management, LLC 734 295
2025-10-20 13F Quest 10 Wealth Builders, Inc. 55 -6,78 22 4,76
2025-11-03 13F Pittenger & Anderson Inc 275 -1,43 111 7,84
2025-11-03 13F Archer Investment Corp 4 0,00 2 0,00
2025-11-07 13F Essex Financial Services, Inc. 3.223 4,24 1.297 14,58
2025-11-05 13F Signature Estate & Investment Advisors Llc 1.722 51,05 693 66,19
2025-08-14 13F AllSquare Wealth Management LLC 111 0,00 41 17,65
2025-11-13 13F Wealth Watch Advisors, INC 60 24
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100,00 0
2025-11-13 13F Van Eck Associates Corp 41 -12,77 0
2025-10-09 13F U.S. Capital Wealth Advisors, LLC 1.936 1,31 779 11,44
2025-10-23 13F CX Institutional 150.740 -22,84 61 -15,49
2025-11-10 13F Prestige Wealth Management Group LLC 2.562 0,00 1.032 9,80
2025-10-16 13F Hilltop Wealth Advisors, Llc 8.612 -2,20 3.466 7,48
2025-11-06 13F Wealthfront Advisers Llc 59.795 0,14 24.063 10,05
2025-11-10 13F Kovitz Investment Group Partners, LLC 2.684 -7,80 1.080 1,41
2025-11-13 13F Systelligence, LLC 40.134 16.151
2025-11-03 13F Wealth Management Nebraska 1.126 45,67 453 61,21
2025-10-27 13F First Horizon Corp 3.358 571,60 1.351 1.074,78
2025-10-30 13F Fairway Wealth LLC 18 7
2025-11-13 13F Wells Fargo & Company/mn Put 0 -100,00 0 -100,00
2025-10-10 13F Natural Investments, Llc 0 -100,00 0
2025-10-23 13F Kingswood Wealth Advisors, Llc 1.816 0,89 731 10,77
2025-10-29 13F Valued Wealth Advisors LLC 137 0,00 55 10,00
2025-10-21 13F Cascade Financial Partners, LLC 34.291 -1,20 13.799 8,59
2025-08-11 13F Estate Counselors, LLC 0 -100,00 0
2025-11-14 13F Hrt Financial Lp 7.491 3
2025-11-19 13F/A Regions Financial Corp 1.627 36,61 655 50,00
2025-10-21 13F Sterling Investment Counsel, LLC 0 -100,00 0
2025-11-04 13F Oakworth Capital, Inc. 19 8
2025-11-14 13F Wealthspire Advisors, LLC 12.064 3,87 4.855 14,16
2025-11-10 13F Glassman Wealth Services 0 -100,00 0
2025-08-12 NP KAGCX - Kensington Dynamic Growth Fund Class C Shares 261.800 -43,30 95.863 -27,56
2025-11-05 13F Fearless Solutions, LLC dba Best Invest 6.433 -0,56 2.589 9,29
2025-11-04 13F Landaas & Co /wi /adv 1.000 -0,99 402 8,65
2025-11-06 13F CENTRAL TRUST Co 2.352 -3,29 946 6,29
2025-10-15 13F DAVENPORT & Co LLC 792 0,00 319 9,66
2025-11-07 13F Glenview Trust Co 1.161 0,00 467 9,88
2025-11-14 13F M&t Bank Corp 746 300
2025-11-14 13F Colony Group, LLC 29.525 2,29 11.885 12,45
2025-11-06 13F Capital Investment Counsel, LLC 1.757 -4,04 707 5,37
2025-11-10 13F Thoroughbred Financial Services, Llc 837 0,00 0
2025-10-21 13F Eagle Strategies LLC 6.196 -6,55 2.493 2,72
2025-10-29 13F Americana Partners, LLC 7.997 0,00 3.218 9,90
2025-11-05 13F Bessemer Group Inc 6.623 2,30 3 0,00
2025-11-13 13F BTG Pactual Asset Management US LLC 94.048 5,90 34.438 5,90
2025-11-04 13F Zeit Capital LLC 57.098 -0,61 22.978 9,23
2025-10-27 13F N.E.W. Advisory Services LLC 6.786 4,21 2.731 14,51
2025-11-13 13F Maia Wealth LLC 917 5,40 383 20,44
2025-08-08 13F Avantax Advisory Services, Inc. 32.194 42,91 11.789 69,42
2025-11-07 13F Tanglewood Legacy Advisors, LLC 200 0,00 80 9,59
2025-11-14 13F Sofos Investments, Inc. 150 -57,98 60 -45,45
2025-11-14 13F Resolute Advisors LLC 25.130 0,10 10.121 10,00
2025-11-05 13F Evermay Wealth Management Llc 300 0,00 121 10,09
2025-11-14 13F Tower Research Capital LLC (TRC) 2.265 421,89 911 476,58
2025-11-07 13F Guidance Capital, Inc 767 0,13 316 10,92
2025-10-16 13F Griffin Asset Management, Inc. 7.858 7,88 3.162 18,56
2025-10-17 13F Smallwood Wealth Investment Management, LLC 50 0,00 20 11,11
2025-10-20 13F Davidson Trust Co 780 0,00 314 9,82
2025-11-12 13F BlackRock, Inc. 795 173,20 320 200,94
2025-11-06 13F Harpswell Capital Advisors, LLC 500 201
2025-10-14 13F Westmount Partners, LLC 1.797 9,17 727 20,60
2025-10-28 13F Lazari Capital Management, Inc. 4.805 0,02 1.933 9,89
2025-11-12 13F Park Square Financial Group, LLC 0 -100,00 0
2025-10-06 13F Von Berge Wealth Management Group, LLC 0 -100,00 0
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2025-10-31 13F Copia Wealth Management 806 -6,06 324 3,18
2025-11-13 13F Connecticut Wealth Management, LLC 0 -100,00 0
2025-10-22 13F Milestone Asset Management Group, LLC 11.401 7,38 4.588 18,03
2025-10-20 13F Swisher Financial Concepts, Inc. 776 -22,71 312 -14,99
2025-10-07 13F St Germain D J Co Inc 918 0,00 369 9,82
2025-11-03 13F Yarger Wealth Strategies, Llc 580 0,17 233 9,91
2025-11-13 13F Graney & King, LLC 1.873 -11,27 754 -2,46
2025-11-13 13F Financial Life Planners 7.305 0,11 2.940 9,99
2025-12-03 13F Strategic Investment Solutions, Inc. /IL 5.992 -0,43 2.411 9,30
2025-10-22 13F Gladstone Institutional Advisory LLC 5.174 11,48 2.082 22,54
2025-10-22 13F Blue Bell Private Wealth Management, Llc 25 0,00 10 11,11
2025-11-13 13F Glenmede Investment Management, LP 3 1
2025-10-16 13F Provident Wealth Management, LLC 804 0,00 324 9,86
2025-11-14 13F Moneta Group Investment Advisors Llc 14.637 11,56 5.890 22,61
2025-11-10 13F Charles Schwab Investment Management Inc 3.182 -13,23 1.280 -4,62
2025-11-05 13F SOUTH STATE Corp 250 0,00 101 9,89
2025-07-30 13F Citizens & Northern Corp 0 -100,00 0
2025-10-15 13F Brookstone Capital Management 14.757 3,95 5.939 14,24
2025-10-07 13F Channel Wealth Llc 1.003 0,91 404 11,02
2025-11-13 13F/A Cynosure Management, Llc 1.513 609
2025-10-30 13F Facet Wealth, Inc. 278.819 4,17 112.202 10,15
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 -100,00 0
2025-11-21 13F Bell Investment Advisors, Inc 118 136,00 47 161,11
2025-11-14 13F Royal Bank Of Canada 440.942 -0,31 177.443 9,56
2025-11-13 13F Change Path, LLC 1.951 19,84 785 31,71
2025-08-14 13F Cura Wealth Advisors, Llc 0 -100,00 0
2025-10-23 13F Birch Hill Investment Advisors LLC 1.151 0,00 463 9,98
2025-11-14 13F Monograph Wealth Advisors, Llc 1.017 410
2025-11-17 13F Silicon Valley Capital Partners 9.355 -0,01 3.765 9,90
2025-11-07 13F Calton & Associates, Inc. 3.009 4,55 1.211 14,91
2025-11-14 13F Ieq Capital, Llc 55.812 -0,44 22.460 9,41
2025-11-05 13F J.w. Cole Advisors, Inc. 29.588 4,38 11.907 14,71
2025-10-14 13F/A Zrc Wealth Management, Llc 60 0,00 24 14,29
2025-10-20 13F XML Financial, LLC 981 -2,19 395 7,36
2025-11-10 13F Apriem Advisors 98.337 4,64 39.573 15,00
2025-10-22 13F Crews Bank & Trust 35 0,00 14 16,67
2025-10-30 13F BKD Wealth Advisors, LLC 1.052 -36,74 423 -30,43
2025-11-14 13F Empower Advisory Group, LLC 1.608 -0,92 647 8,92
2025-11-13 13F Newbridge Financial Services Group, Inc. 22 -29,03 9 -27,27
2025-11-12 13F First Trust Advisors Lp 2.399 20,01 965 32,01
2025-11-12 13F Monetary Management Group Inc 550 -18,52 221 -10,53
2025-10-14 13F Brighton Jones Llc 3.023 178,36 1.216 206,30
2025-11-14 13F Lido Advisors, LLC 108.863 3,39 43.815 13,63
2025-11-04 13F MWA Asset Management 1.110 -0,18 447 9,58
2025-10-30 13F Detalus Advisors, LLC 2.991 0,00 1.203 9,86
2025-10-17 13F Chesapeake Asset Management Llc 250 0,00 101 9,89
2025-11-14 13F Sentinus, LLC 1.424 0,21 573 10,19
2025-11-03 13F Cloud Capital Management, LLC 1.186 0,00 0
2025-11-12 13F Mathes Company, Inc. 15.790 0,00 6 20,00
2025-11-13 13F Riggs Asset Managment Co. Inc. 0 -100,00 0
2025-10-31 13F Latitude Advisors, LLC 1.723 1,47 693 11,59
2025-10-22 13F Capital Planning LLC 22.680 -0,57 9.134 9,25
2025-10-09 13F Richard P Slaughter Associates Inc 21.052 -19,70 8.472 -11,76
2025-10-21 13F Financial Consulate, Inc 337 136
2025-10-28 13F Global Trust Asset Management, LLC 1.310 -7,42 527 1,74
2025-10-30 13F Flagship Wealth Advisors, Llc 451 181
2025-11-03 13F Foundations Investment Advisors, LLC 33.287 -1,79 13.395 7,94
2025-11-06 13F CIBC World Markets Inc. 1.700 -0,23 684 9,79
2025-11-12 13F Robertson Stephens Wealth Management, LLC 5.638 46,71 2.271 61,22
2025-11-17 13F Kestra Private Wealth Services, Llc 27.442 -8,05 11.043 1,06
2025-10-08 13F Hoffman, Alan N Investment Management 3.519 0,00 1.416 9,94
2025-10-31 13F Vantagepoint Investment Advisers Llc 833.920 335.586
2025-11-12 13F Ameriflex Group, Inc. 1.172 66,48 472 84,71
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-11-12 13F United Advisor Group, LLC 2.068 84,64 832 102,93
2025-10-08 13F Fiduciary Alliance LLC 13.769 4,49 5.541 14,82
2025-11-12 13F Headlands Technologies LLC 551 -56,92 222 -52,78
2025-11-20 13F Centaurus Financial, Inc. 25.854 0,94 10 11,11
2025-10-09 13F AdvisorNet Financial, Inc 299 -73,47 120 -70,87
2025-10-20 13F Ascent Group, LLC 8.484 751,81 3.414 837,91
2025-08-27 NP HCMGX - HCM Tactical Growth Fund Class A Shares 935.707 -18,47 342.628 -3,35
2025-11-04 13F Hazlett, Burt & Watson, Inc. 1.312 -1,06 1
2025-10-08 13F Wedmont Private Capital 1.183 0,08 478 9,38
2025-11-14 13F Flow Traders U.s. Llc 0 -100,00 0
2025-10-17 13F Apollon Financial, LLC 23.863 0,63 9.603 10,60
2025-11-12 13F Argent Trust Co 4.177 0,00 1.681 9,88
2025-11-13 13F Jefferies Financial Group Inc. 4.102 6,60 1.651 17,10
2025-11-05 13F Titleist Asset Management, Llc 821 9,76 330 20,88
2025-10-09 13F Eclectic Associates Inc /adv 3.427 -20,80 1.379 -12,94
2025-11-13 13F Philadelphia Trust Co 32.500 0,00 13 18,18
2025-11-10 13F Rice Partnership, LLC 705 0,00 284 9,69
2025-10-21 13F ETF Portfolio Partners, Inc. 86.165 -9,44 34.675 -0,48
2025-11-07 13F Berkshire Asset Management Llc/pa 1.572 0,00 633 9,91
2025-10-16 13F Castle Rock Wealth Management, LLC 1.169 0,00 474 7,50
2025-10-10 13F Bowman & Co S.C. 4.941 0,00 1.989 9,89
2025-10-22 13F Echo Wealth Management, LLC 3.574 0,00 1.438 9,94
2025-07-24 13F Jfs Wealth Advisors, Llc 0 -100,00 0 -100,00
2025-11-14 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 66.946 -4,13 26.940 5,37
2025-10-22 13F Ifrah Financial Services, Inc. 13.007 -1,03 5.234 8,77
2025-11-12 13F Principal Securities, Inc. 3.240 27,16 1.304 39,66
2025-11-05 13F Financial Alternatives, Inc 828 0,00 333 9,90
2025-10-31 13F Fortis Capital Advisors, LLC 1.756 -1,90 707 7,79
2025-11-12 13F Us Bancorp \de\ 44.571 0,76 17.965 10,75
2025-11-12 13F Weaver Consulting Group 2.735 -1,83 1.101 7,84
2025-11-07 13F Advisors Capital Management, LLC 784 0,00 315 9,76
2025-11-12 13F Creekmur Asset Management LLC 35 14
2025-11-07 13F Synergy Investment Management, LLC 1.996 2,89 803 13,10
2025-08-11 13F Tidemark, LLC 0 -100,00 0
2025-11-12 13F Bright Futures Wealth Management, LLC. 9.115 4,29 3.668 47,61
2025-11-06 13F Prospera Financial Services Inc 56.136 -0,53 22.594 9,32
2025-12-02 13F Allworth Financial LP 5.725 42,34 2.304 56,52
2025-10-15 13F Cypress Wealth Services, LLC 25.881 -1,39 10.415 8,38
2025-11-05 13F Rodgers & Associates, LTD 1.763 -2,49 709 7,10
2025-11-14 13F IHT Wealth Management, LLC 7.383 -7,87 2.971 1,23
2025-10-24 13F We Are One Seven, LLC 20.094 212,46 8.086 243,50
2025-10-16 13F City State Bank 2.281 8,83 918 19,56
2025-10-29 13F Dynamic Wealth Strategies, LLC 121 0,00 49 9,09
2025-11-13 13F Certified Advisory Corp 1.110 4,23 447 14,65
2025-11-12 13F Truepoint, Inc. 529 213
2025-11-13 13F Wellspring Financial Advisors, LLC 4.206 0,10 1.693 10,01
2025-11-03 13F GPS Wealth Strategies Group, LLC 954 3,47 384 13,65
2025-11-05 13F Savant Capital, LLC 55.537 2,60 22.349 12,75
2025-10-02 13F Central Pacific Bank - Trust Division 22 15,79 9 33,33
2025-11-13 13F Russell Investments Group, Ltd. 2.352 11,10 946 22,06
2025-11-10 13F Alerus Financial Na 26 10
2025-11-10 13F Avalon Trust Co 2.450 0,00 986 9,81
2025-11-12 13F Hohimer Wealth Management, Llc 601 242
2025-10-21 13F SILVER OAK SECURITIES, Inc 26.415 32,22 10.630 45,30
2025-11-14 13F Equitable Holdings, Inc. 7.024 20,15 2.827 32,06
2025-11-05 13F SBI Securities Co., Ltd. 1.108 -49,29 446 -44,37
2025-11-14 13F Prosperity Consulting Group, LLC 2.747 1.105
2025-11-12 13F Wealthstar Advisors, Llc 927 0,00 373 10,03
2025-11-05 13F Vantage Financial Partners, LLC 2.044 0,10 822 10,04
2025-11-07 13F Maridea Wealth Management LLC 12.208 720,43 4.974 814,34
2025-11-12 13F Integrated Advisors Network LLC 4.717 40,05 1.898 53,93
2025-10-24 13F Winthrop Advisory Group LLC 501 202
2025-07-30 NP LEXI - Alexis Practical Tactical ETF 20.692 7.128
2025-07-16 13F Banque Pictet & Cie Sa 0 -100,00 0
2025-11-14 13F Skopos Labs, Inc. 0 -100,00 0
2025-11-06 13F Atria Investments Llc 10.814 -7,06 4.352 2,14
2025-11-14 13F Knightsbridge Asset Management, Llc 17.997 163,50 7.242 189,56
2025-11-18 13F Vertex Planning Partners, LLC 980 0,00 394 10,06
2025-11-06 13F AlTi Global, Inc. 3.764 0,00 1.516 9,86
2025-10-31 13F Sovran Advisors, LLC 4.040 -5,01 1.695 8,86
2025-11-05 13F Wescott Financial Advisory Group, LLC 2.484 0,73 999 10,63
2025-11-06 13F Ameritas Advisory Services, LLC 4.050 -53,42 1.630 -48,82
2025-08-15 13F WFA of San Diego, LLC 61 -28,24 22 -18,52
2025-10-29 13F Jericho Financial, Llp 618 -7,90 249 1,22
2025-10-30 13F Elevation Capital Advisory, LLC 27.225 612,70 10.956 683,62
2025-10-20 13F Sax Wealth Advisors, Llc 963 -1,13 388 8,71
2025-10-31 13F Peachtree Investment Partners, LLC 814 0,00 327 10,10
2025-11-10 13F Brio Consultants, LLC 538 217
2025-11-12 13F Intellus Advisors LLC 1.125 -9,05 453 0,00
2025-11-14 13F Anchor Investment Management, LLC 868 0,00 349 10,09
2025-11-07 13F Kassira Wealth Management LLC 3.250 1.308
2025-10-21 13F Hubbell Strickland Wealth Management, LLC 1.188 0,08 478 10,14
2025-11-10 13F Cary Street Partners Financial Llc 2.248 0,09 905 9,98
2025-11-13 13F Jump Financial, LLC 5.384 2.167
2025-10-28 13F Richardson Financial Services Inc. 2.575 11,62 1.036 24,07
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 -100,00 0
2025-10-23 13F Park Avenue Securities Llc 1.889 0,21 1
2025-11-10 13F Zhang Financial LLC 47.778 6,44 19.227 16,98
2025-11-07 13F Cassaday & Co Wealth Management LLC 3.719.216 -0,48 1.496.687 9,37
2025-11-13 13F Pacific Center for Financial Services 34.825 -0,07 14.014 9,83
2025-10-21 13F Crowley Wealth Management, Inc. 917 0,00 369 10,15
2025-11-14 13F Balanced Rock Investment Advisor 4.138 -1,43 1.665 8,33
2025-11-13 13F White Lighthouse Investment Management Inc. 1.763 0,00 709 9,92
2025-11-10 13F Cvfg Llc 1.415 1,80 569 12,01
2025-11-04 13F Ogorek Anthony Joseph /ny/ /adv 42 0,00 0
2025-10-22 13F Encompass Wealth Advisors, Llc 10.506 -0,05 4.228 9,85
2025-08-14 13F Hilltop Holdings Inc. 0 -100,00 0
2025-10-31 13F Heritage Investment Group, Inc. 1.130 0,00 455 9,93
2025-11-17 13F Financial Engines Advisors L.L.C. 5.212 16,70 2.097 28,26
2025-10-16 13F Litman Gregory Asset Management LLC 16.230 0,00 6.531 9,91
2025-10-17 13F Valley National Advisers Inc 38 0
2025-10-29 13F/A Live Oak Investment Partners 1.131 0,71 455 10,71
2025-11-14 13F Icon Wealth Advisors, LLC 1.045 0,00 421 9,95
2025-11-14 13F Aqr Capital Management Llc 15.338 52,85 6.172 67,99
2025-11-17 13F Hershey Financial Advisers, LLC 4.684 -1,47 1.885 8,28
2025-10-30 13F Heritage Financial Services, LLC 525 211
2025-11-17 13F Palisade Asset Management, LLC 868 0,00 349 10,09
2025-11-14 13F ICONIQ Capital, LLC 1.443 0,00 581 9,85
2025-10-22 13F BCS Wealth Management 848 1,56 341
2025-11-14 13F Wood Tarver Financial Group, LLC 0 -100,00 0
2025-10-30 13F Accredited Investors Inc. 20.592 -0,38 8.287 9,49
2025-10-17 13F Monticello Wealth Management, Llc 9.044 0,01 3.639 9,91
2025-10-07 13F Canandaigua National Bank & Trust Co 509 205
2025-11-14 13F Advisor Group Holdings, Inc. 702.853 12,66 280.889 38,51
2025-10-24 13F Aspiriant, Llc 714 0,00 287 9,96
2025-10-10 13F FC Advisory LLC 93.928 -4,48 37.799 4,97
2025-11-03 13F Mirae Asset Global Investments Co., Ltd. 66.450 9,02 26.741 19,81
2025-11-19 13F Captrust Financial Advisors 1.596.147 -4,35 642.321 5,12
2025-11-06 13F Breakwater Capital Group 9.165 -2,28 3.688 7,40
2025-10-10 13F Sharkey, Howes & Javer 10.724 0,02 4.316 9,94
2025-11-10 13F Clear Creek Financial Management, LLC 1.035 -14,88 417 -6,52
2025-11-07 13F Synovus Financial Corp 6.520 -2,16 2.624 7,50
2025-11-12 13F CIBC Bancorp USA Inc. 11.249 4.527
2025-11-12 13F Buckingham Strategic Partners 22.711 16,60 9.370 31,38
2025-11-13 13F Pettyjohn, Wood & White, Inc 1.187 0,00 478 9,91
2025-10-30 13F Mitchell Mcleod Pugh & Williams Inc 1.747 -7,32 739 7,10
2025-07-09 13F Lifestyle Asset Management, Inc. 0 -100,00 0
2025-11-03 13F Your Advocates Ltd., LLP 45 0,00 18 12,50
2025-11-06 13F Costello Asset Management, INC 43 0,00 17 13,33
2025-11-17 13F Triumph Capital Management 23 9
2025-11-12 13F Perennial Investment Advisors, LLC 1.042 0,10 419 9,97
2025-11-14 13F Concorde Asset Management, LLC 628 -8,85 254 20,38
2025-10-20 13F Allspring Global Investments Holdings, LLC 36.652 9,06 14.749 19,86
2025-11-06 13F Assetmark, Inc 8.503.196 7,03 3.421.856 17,63
2025-11-13 13F Crescent Grove Advisors, LLC 4.335 0,00 1.746 9,82
2025-11-12 13F Bouchey Financial Group Ltd 624 0,00 251 10,09
2025-10-01 13F Vigilare Wealth Management 885 -68,89 356 -65,80
2025-11-14 13F Zacks Investment Management 813 -5,57 327 3,81
2025-10-20 13F Continuum Advisory, LLC 5.218 2,56 2.100 12,67
2025-10-16 13F Ronald Blue Trust, Inc. 4.436 0,00 1.785 9,91
2025-11-05 13F Fusion Capital, LLC 1.343 565
2025-11-13 13F FF Advisors,LLC 1.906 0,00 767 10,04
2025-10-16 13F Signature Resources Capital Management, LLC 144 58
2025-11-14 13F Prosperity Wealth Management, Inc. 7.715 2,13 3.105 12,26
2025-11-10 13F Avant Capital LLC 6.099 0,78 2.454 10,74
2025-10-16 13F Townsend Asset Management Corp /nc/ /adv 61 0,00 25 9,09
2025-11-06 13F Strategic Financial Partners, Ltd. 12.128 -1,18 4.881 8,59
2025-11-06 13F MidAtlantic Capital Management, Inc. 6.220 0,00 2.503 9,93
2025-11-13 13F Vestor Capital, Llc 303 -44,61 0
2025-11-10 13F Vestmark Advisory Solutions, Inc. 37.725 -49,18 15.181 -44,14
2025-08-08 13F Good Life Advisors, LLC 7.005 -0,28 2.565 18,26
2025-11-14 13F Clark Capital Management Group, Inc. 4.839 8,64 1.947 19,37
2025-10-07 13F Proathlete Wealth Management Llc 11 -93,75 4 -93,75
2025-10-22 13F Daymark Wealth Partners, Llc 681 14,84 274 26,27
2025-10-24 13F Roble, Belko & Company, Inc 2 0,00 0
2025-10-14 13F BCO Wealth Management LLC 1.784 -0,28 718 9,97
2025-10-20 13F JB Capital LLC 543 219
2025-11-05 13F Hantz Financial Services, Inc. 6 0
2025-07-24 13F Aurora Private Wealth, Inc. 1.491 -0,53 1
2025-10-14 13F Welch Group, LLC 818 10,09 329 20,96
2025-10-31 13F TFR Capital, LLC. 936 -0,11 377 9,62
2025-11-12 13F Sequent Planning LLC 952 8,43 383 19,31
2025-11-04 13F Wallace Hart LLC 0 -100,00 0 -100,00
2025-11-13 13F PFG Advisors 6.049 2.434
2025-11-03 13F IFC Advisors LLC 187.284 -13,87 75.367 -5,34
2025-10-29 13F Acute Investment Advisory, Llc 638 -20,25 257 -12,33
2025-11-10 13F Longview Financial Advisors LLC 10 4
2025-11-03 13F MTM Investment Management, LLC 140 0,00 56 9,80
2025-11-12 13F RFP Financial Group LLC 8.969 242,20 3.232 237,02
2025-11-13 13F Saiph Capital, LLC 655 0,00 264 10,04
2025-11-13 13F Resurgent Financial Advisors LLC 1.236 79,91 497 98,01
2025-11-14 13F Creative Planning 135.219 -0,32 54.415 9,55
2025-11-07 13F Coco Enterprises, LLC 792 0,00 320 10,00
2025-11-14 13F Morgan Stanley 2.373.726 1,70 955.236 11,77
2025-11-19 13F Center For Asset Management LLC 21.847 -24,87 8.791 -12,79
2025-10-22 13F Cedar Point Capital Partners, LLC 30.387 -0,69 12.228 9,14
2025-11-14 13F Ancora Advisors, LLC 66 88,57 27 116,67
2025-10-22 13F Keystone Wealth Services, LLC 607 244
2025-11-06 13F Western Wealth Management, LLC 1.617 -1,16 651 8,51
2025-11-06 13F Oppenheimer & Co Inc 1.110 16,47 447 28,16
2025-08-12 13F Proequities, Inc. 0 0
2025-10-29 13F Hartline Investment Corp/ 2.685 -0,19 1.080 9,76
2025-10-30 13F Parkside Financial Bank & Trust 184 0,00 74 10,45
2025-11-13 13F Regal Investment Advisors LLC 5.888 -0,51 2.369 9,37
2025-11-14 13F Snowden Capital Advisors LLC 1.159 0,00 467 9,91
2025-10-09 13F Embree Financial Group 1.590 -0,62 640 9,23
2025-11-12 13F Legacy Wealth Managment, LLC/ID 762 0,00 307 9,68
2025-08-27 NP XCOR - FundX ETF 6.958 -86,79 2.548 -84,34
2025-11-12 13F Harbour Investments, Inc. 16.051 6,59 6.459 17,16
2025-11-10 13F Novem Group 10.264 -13,73 4.130 -5,19
2025-11-13 13F Advisor Resource Council 0 -100,00 0
2025-11-05 13F SpringVest Wealth Management LLC 1.125 0,00 453 9,71
2025-11-10 13F Insight Advisors, LLC/ PA 3.595 -0,08 1.449 9,95
2025-11-10 13F Siligmueller & Norvid Wealth Advisors LLC 1.424 573
2025-10-14 13F Cranbrook Wealth Management, LLC 171 0,00 69 9,68
2025-10-15 13F Busey Wealth Management 777 313
2025-11-10 13F Amara Financial, Llc. 69.764 7,66 28.075 18,32
2025-11-12 13F Huntington National Bank 956 7,30
2025-10-24 13F Valmark Advisers, Inc. 7.799 -0,67 3.139 9,15
2025-08-14 13F Fiduciary Trust Co 0 -100,00 0
2025-11-14 13F Federation des caisses Desjardins du Quebec 627 -5,71 252 3,70
2025-11-04 13F Meridian Wealth Management, LLC 4.208 5,44 1.694 15,88
2025-10-06 13F Heartwood Wealth Advisors LLC 2.472 0,00 995 9,83
2025-11-10 13F First Heartland Consultants, Inc. 1.073 432
2025-11-05 13F Howe & Rusling Inc 1.261 0,08 508 9,98
2025-11-13 13F Camden Capital, LLC 2.479 -34,61 998 -28,17
2025-11-10 13F Choate Investment Advisors 3.598 0,00 1.448 9,87
2025-07-22 NP DLCFX - Destinations Large Cap Equity Fund Class I 606.600 303,24 208.962 310,48
2025-10-20 13F Kingsman Wealth Management, Inc. 817 0,12 329 10,07
2025-11-06 13F Gateway Wealth Partners, LLC 11.904 5,83 4.790 16,32
2025-10-29 13F Sage Mountain Advisors LLC 3.432 -1,52 1.381 8,31
2025-10-22 13F Crown Wealth Group, LLC 3.743 13,36 1.506 24,57
2025-10-20 13F Wells Financial Advisors INC 19.123 0,00 7.695 9,90
2025-10-22 13F Spirepoint Private Client, Llc 8.720 0,87 3.509 10,87
2025-10-22 13F New England Capital Financial Advisors LLC 148 0,00 60 9,26
2025-10-23 13F Trevian Wealth Management LLC 1.170 0,00 471
2025-11-04 13F TFB Advisors LLC 36.102 -16,18 14.412 -8,61
2025-11-13 13F Fort Sheridan Advisors Llc 3.400 29,47 1.368 42,35
2025-11-07 13F Ballast, Inc. 646 1,89 260 11,64
2025-11-14 13F Mercer Global Advisors Inc /adv 8.129 6,05 3.271 16,57
2025-10-23 13F Venturi Wealth Management, LLC 2.000 -50,00 805 -45,08
2025-10-02 13F Investors Research Corp 484 -63,42 195 -59,92
2025-11-12 13F First International Bank of Israel Ltd. 4.338 4,58 1.746 14,95
2025-10-22 13F Bernardo Wealth Planning LLC 108.862 -11,02 43.808 99.463,64
2025-07-30 13F Patten Group, Inc. 0 -100,00 0
2025-08-07 13F Montag A & Associates Inc 0 -100,00 0
2025-10-28 13F Nbt Bank N A /ny 402 372,94 34 9,68
2025-11-03 13F AE Wealth Management LLC 11.740 -40,07 4.724 -34,14
2025-10-21 13F Signaturefd, Llc 140 0,00 56 9,80
2025-10-21 13F Salomon & Ludwin, LLC 525 212
2025-08-07 13F 1620 Investment Advisors, Inc. 0 -100,00 0
2025-11-14 13F Trexquant Investment LP 855 -11,21 344 -2,27
2025-10-21 13F Global Retirement Partners, LLC 16.447 1,59 6.619 11,66
2025-11-05 13F Smartleaf Asset Management LLC 419 237,90 168 271,11
2025-10-31 13F JustInvest LLC 3.453 -2,68 1.392 6,99
2025-10-14 13F HBK Sorce Advisory LLC 2.258 923
2025-11-03 13F Belpointe Asset Management LLC 3.293 -19,31 1.326 -11,31
2025-11-13 13F Pathway Financial Advisers, LLC 7.449 31,40 2.940 41,69
2025-11-10 13F M3 Advisory Group, LLC 3.375 5,47 1.358 15,97
2025-10-29 13F High Net Worth Advisory Group LLC 6.735 46,99 2.710 61,60
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100,00 0 -100,00
2025-10-29 13F Sequoia Financial Advisors, LLC 1.461 17,07 588 28,67
2025-10-28 13F Csenge Advisory Group 3.553 -7,52 1.430 8,01
2025-10-22 13F DT Investment Partners, LLC 89.421 4.887,23 35.985 5.385,37
2025-08-08 13F Mv Capital Management, Inc. 192 -51,76 70 -42,62
2025-10-15 13F Pensionmark Financial Group, Llc 21.235 114,41 8.545 135,59
2025-11-12 13F Hurley Capital, LLC 12 0,00 5 0,00
2025-08-14 13F EP Wealth Advisors, Inc. 80.507 -0,53 29.479 17,92
2025-07-25 13F PrairieView Partners, LLC 1.988 0,00 1
2025-11-13 13F FreeGulliver LLC 734 295
2025-11-14 13F Qube Research & Technologies Ltd 2.397 176,15 965 204,10
2025-11-10 13F Dakota Wealth Management 0 -100,00 0
2025-11-13 13F Financial Freedom, LLC 1.402 -14,82 564 -6,31
2025-10-07 13F Sicart Associates LLC 14.821 1,32 5.964 11,35
2025-11-12 13F Kcm Investment Advisors Llc 609 0,00 245 10,36
2025-11-13 13F Parallel Advisors, LLC 4.034 13,12 1.624 24,37
2025-11-05 13F Forum Private Client Group LLC 10.267 -3,14 4.131 6,44
2025-11-07 13F Florida Financial Advisors, Llc 4.883 8,34 1.965 19,03
2025-11-14 13F Luminist Capital LLC 540 217
2025-10-21 13F Altfest L J & Co Inc 1.985 -1,10 799 8,72
2025-10-28 13F Nations Financial Group Inc, /ia/ /adv 1.871 -1,32 753 8,50
2025-11-13 13F GeoWealth Management, LLC 891 -94,56 359 -94,03
2025-10-06 13F Gradient Investments LLC 678 0,15 273 10,12
2025-10-23 13F Ethos Financial Group, LLC 9.558 -31,72 3.850 -24,99
2025-11-14 13F Prosperity Financial Group, Inc. 573 231
2025-10-28 13F Great Point Wealth Advisors, LLC 527 212
2025-10-21 13F Investment Planning Advisors, Inc. 3.822 28,51 1.538 41,14
2025-11-07 13F Fifth Third Bancorp 351 -22,35 141 -14,55
2025-11-12 13F Nautilus Advisors LLC 3.076 2,53 1.238 12,66
2025-11-13 13F Fortune 45 LLC 7.296 0,11 2.922 9,48
2025-10-06 13F Lwm Advisors Inc 1.279 -0,39 515 9,36
2025-11-05 13F SPC Financial, Inc. 20.902 8.411
2025-11-10 13F Kovack Advisors, Inc. 5.617 0,48 2.260 10,41
2025-11-04 13F Ashton Thomas Private Wealth, LLC 638 1,27 257 11,30
2025-10-15 13F McClarren Financial Advisors, Inc. 29.131 36,34 8.567 9,50
2025-11-07 13F Pennsylvania Capital Management Inc /adv 26.297 0,74 10.582 10,71
2025-10-21 13F First Pacific Financial 679 -0,59 273 9,64
2025-10-16 13F 180 Wealth Advisors, Llc 884 0,00 356 9,91
2025-11-12 13F Buska Wealth Management, LLC 530 213
2025-08-06 13F Aspect Partners, LLC 0 -100,00 0
2025-10-24 13F Colorado Capital Management, Inc. 9.074 4,42 4 0,00
2025-11-03 13F Hollencrest Capital Management 4.000 0,00 1.610 9,90
2025-11-04 13F Tsfg, Llc 5 0,00 0
2025-10-20 13F Accurate Wealth Management, LLC 8.640 72,90 3.449 86,74
2025-11-06 13F Means Investment Co., Inc. 98.738 -6,85 39.734 2,37
2025-10-27 13F Retirement Planning Group 749 301
2025-11-14 13F Alexis Investment Partners, LLC 18.741 -19,25 7.508 -11,20
2025-11-04 13F Atlantic Union Bankshares Corp 82 0,00 33 6,67
2025-10-10 13F Sound Income Strategies, LLC 7.695 19,75 3.143 33,59
2025-11-10 13F Rossby Financial, LCC 240 17,07 97 29,33
2025-11-03 13F Bank of New York Mellon Corp 36.709 3,28 14.772 13,51
2025-11-07 13F Shepherd Financial Partners LLC 1.059 0,00 426 10,08
2025-11-14 13F Measured Wealth Private Client Group, LLC 1.808 0,00 728 9,82
2025-11-07 13F Axxcess Wealth Management, Llc 5.703 0,12 2.295 10,07
2025-11-14 13F VestGen Advisors, LLC 2.624 0,00 1.056 9,90
2025-10-29 13F NorthCrest Asset Manangement, LLC 713 289
2025-10-28 13F First National Advisers, LLC 910 0,00 366 9,91
2025-11-06 13F Westbourne Investments, Inc. 4.269 -2,62 1.802 12,27
2025-10-21 13F Mather Group, Llc. 15.526 -66,48 6.248 -63,16
2025-10-15 13F Plancorp, LLC 6.382 0,00 2.568 9,93
2025-11-12 13F Rsm Us Wealth Management Llc 21.155 0,46 8.520 10,39
2025-11-13 13F Betterment LLC 4.004 -0,12 2 0,00
2025-11-14 13F Clifford Group, LLC 27.662 -0,94 11.132 8,86
2025-11-14 13F CI Private Wealth, LLC 5.535 3,71 2.228 13,97
2025-10-07 13F Sawyer & Company, Inc 7 0,00 0
2025-10-28 13F Ritholtz Wealth Management 3.380 282,35 1.360 321,05
2025-10-20 13F Diversified Trust Co 1.170 0,00 471 9,81
2025-11-06 13F Johnson Investment Counsel Inc 2.601 10,82 1.047 21,77
2025-11-12 13F Carroll Investors, Inc 1.551 0,13 624 10,05
2025-11-06 13F Angeles Investment Advisors, LLC 360.390 -21,58 145.028 -13,82
2025-10-24 13F ORG Wealth Partners, LLC 14 6
2025-10-24 13F Redwood Wealth Management Group, LLC 519 209
2025-11-14 13F Strategic Wealth Partners, Ltd. 89 106,98 36 133,33
2025-10-20 13F Brendel Financial Advisors LLC 0 -100,00 0 -100,00
2025-10-24 13F Morton Capital Management LLC/CA 758 0,00 305 10,11
2025-11-06 13F Mitchell Capital Management Co 957 0,00 385 7,54
2025-11-10 13F Bridgewater Advisors Inc. 650 0,00 266 8,13
2025-10-24 13F Trilogy Capital Inc. 735 -97,48 296 -97,24
2025-11-14 13F Imprint Wealth LLC 0 -100,00 0
2025-10-28 13F Procyon Private Wealth Partners, LLC 4.058 -14,10 1.633 -5,61
2025-10-16 13F Cordant, Inc. 0 -100,00 0
2025-11-26 13F/A Jpmorgan Chase & Co 100.293 20,37 40.360 32,28
2025-11-10 13F Citigroup Inc 17.404 13,88 7.004 25,14
2025-11-13 13F SCS Capital Management LLC 4.042 0,10 1.627 10,01
2025-10-17 13F Sovereign Financial Group, Inc. 5.182 -0,25 2.085 9,62
2025-11-05 13F Checchi Capital Advisers, LLC 14.663 54,30 5.901 69,59
2025-11-14 13F NorthRock Partners, LLC 707 149,82 285 175,73
2025-10-21 13F Tradewinds Capital Management, LLC 11 -64,52 4 -63,64
2025-11-21 13F Oarsman Capital, Inc. 1.242 0,00 500 9,91
2025-10-09 13F Bartlett & Co. Wealth Management Llc 275 -19,83 111 -12,00
2025-11-05 13F Concord Wealth Partners 540 0,00 217 10,15
2025-08-27 NP HCMEX - HCM Income Plus Fund Class A Shares 334.258 -24,99 122.395 -11,08
2025-11-12 13F Veridan Wealth LLC 6.448 -12,07 2.595 14,53
2025-11-12 13F Creative Financial Designs Inc /adv 51.491 3,33 20.721 13,55
2025-10-07 13F Salem Investment Counselors Inc 55.115 -0,80 22.197 9,00
2025-11-12 13F Dunhill Financial, LLC 847 0,00 341 9,68
2025-10-30 13F Waldron Private Wealth LLC 1.094 0,00 441 9,73
2025-10-31 13F National Wealth Management Group, LLC 2.410 0,88 970 10,87
2025-11-12 13F TCG Advisory Services, LLC 6.019 0,22 2.422 10,14
2025-10-16 13F Harwood Advisory Group, LLC 30.309 -3,14 12.197 6,44
2025-10-28 13F Evergreen Capital Management Llc 588 0,00 237 9,77
2025-11-13 13F United Financial Planning Group LLC 43 17
2025-11-06 13F Stratos Wealth Advisors, LLC 785 0,00 316 9,76
2025-11-13 13F O'shaughnessy Asset Management, Llc 1.716 4,51 691 14,81
2025-11-10 13F Colonial Trust Advisors 1 0,00 0
2025-11-12 13F Allianz Se 216 0,00 87 8,86
2025-10-15 13F Petredis Investment Advisors Llc 276.035 -0,01 111.082 9,88
2025-10-28 13F Eq Wealth Advisors, Llc 0 -100,00 0
2025-11-05 13F Horizon Investment Services, LLC 9.923 0,26 3.993 10,18
2025-11-12 13F Pitcairn Co 0 -100,00 0
2025-08-06 13F Wedbush Securities Inc 0 -100,00 0
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 1.400 513
2025-10-17 13F Harbor Asset Planning, Inc. 75 0,00 30 11,11
2025-08-25 NP BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 9.310 93,56 3.409 129,56
2025-10-10 13F Cyndeo Wealth Partners, LLC 2.984 0,13 1.201 9,99
2025-10-27 13F Bangor Savings Bank 507 0,00 204 10,27
2025-11-14 13F Jane Street Group, Llc Call 19.500 -37,90 7.847 -31,75
2025-11-17 13F/A Keystone Financial Group 3.596 -4,64 1.447 4,55
2025-11-13 13F FRG Family Wealth Advisors LLC 4.991 31,24 2.008 44,25
2025-10-21 13F GSG Advisors LLC 981 0,00 397 10,31
2025-10-31 13F PFG Investments, LLC 1.801 16,57 725 28,14
2025-08-06 13F Legacy Investment Solutions, LLC 762 -2,31 279 2,95
2025-10-27 13F Bogart Wealth, LLC 205 -0,97 82 9,33
2025-10-30 13F Ridgewood Investments LLC 713 0,00 287 9,58
2025-07-16 13F Highline Wealth Partners Llc 0 -100,00 0
2025-11-06 13F Wealthstream Advisors, Inc. 1.671 0,00 672 9,98
2025-11-14 13F Jane Street Group, Llc Put 3.500 45,83 1.408 60,36
2025-10-20 13F McMahon Financial Advisors, LLC 1.645 -0,06 662 9,97
2025-11-24 13F Cherry Tree Wealth Management, LLC 429 0,00 173 9,55
2025-11-14 13F Quadcap Wealth Management, LLC 22.385 -18,19 9.008 -10,09
2025-10-29 13F Beacon Financial Advisory LLC 1.478 -0,54 595 9,19
2025-11-14 13F Jane Street Group, Llc 3.622 1.458
2025-11-03 13F Ballentine Partners, LLC 9.058 0,00 3.645 9,92
2025-11-14 13F Integrated Wealth Concepts LLC 12.710 1,46 5.115 11,51
2025-11-05 13F Virtus Family Office LLC 2.556 1.029
2025-10-22 13F CoreCap Advisors, LLC 9.194 5,18 3.700 15,63
2025-10-14 13F Deane Retirement Strategies, Inc. 0 -100,00 0
2025-11-13 13F Fmr Llc 35.533 15,84 14.299 27,31
2025-08-08 13F Financial Gravity Companies, Inc. 217 -41,98 79 -38,28
2025-08-15 13F Northeast Financial Consultants Inc 904 0,00 331 18,64
2025-10-17 13F Perigon Wealth Management, LLC 1.346 15,04 542 26,40
2025-11-13 13F Schroder Investment Management Group 20.233 -9,14 8.102 -0,09
2025-11-14 13F Camarda Financial Advisors, LLC 1.447 -10,95 582 -2,18
2025-11-13 13F Total Investment Management Inc 800 0,13 322 9,93
2025-11-13 13F Bank Of Montreal /can/ 2.177 -4,35 876 5,16
2025-11-12 13F Pillar Financial Advisors, LLC 9.671 -0,72 3.892 9,11
2025-11-12 13F Barclays Plc 477 0,00 192
2025-11-12 13F Advisory Alpha, LLC 2.040 -41,41 827 -35,14
2025-11-14 13F Larson Financial Group LLC 451 -82,57 182 -80,89
2025-10-24 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.554 3,15 1.028 13,36
2025-11-10 13F Jackson, Grant Investment Advisers, Inc. 646 0,00 260 9,75
2025-10-06 13F SMI Advisory Services, LLC 535 216
2025-07-11 13F Matthew Goff Investment Advisor, LLC 0 -100,00 0
2025-11-14 13F Mindset Wealth Management, Llc 1.330 0,00 535 9,86
2025-10-29 13F Parsons Capital Management Inc/ri 2.606 -0,72 1.049 9,05
2025-10-09 13F OxenFree Capital LLC 1.026 -1,54 420 9,97
2025-11-14 13F Financial Advisors Network, Inc. 600 0,00 242 10,05
2025-07-09 13F Christopher J. Hasenberg, Inc 513 188
2025-10-10 13F Focus Financial Network, Inc. 1.960 3,00 789 13,20
2025-08-25 NP AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I 23.325 30,13 8.541 54,26
2025-10-17 13F FSC Wealth Advisors, LLC 20.566 -1,22 8.276 8,55
2025-10-27 13F Plan Group Financial, LLC 11.080 41,91 4.459 55,93
2025-10-16 13F Halbert Hargrove Global Advisors, Llc 150 0,00 60 11,11
2025-11-12 13F Clarion Wealth Managment Partners, LLC 893 0,00 360 10,12
2025-08-06 13F Penserra Capital Management LLC 0 -100,00 0
2025-10-21 13F Summit Wealth Partners, LLC 2.012 0,00 810 9,92
2025-11-04 13F Umb Bank N A/mo 1.092 0,00 439 10,03
2025-11-04 13F UMA Financial Services, Inc. 201 0,00 81 9,59
2025-12-16 13F Garde Capital, Inc. 0 -100,00 0
2025-10-24 13F Acorn Financial Advisory Services Inc /adv 1.850 0,00 745 9,90
2025-11-14 13F National Bank Of Canada /fi/ 548 0,00 220 10,00
2025-10-31 13F Cullen/frost Bankers, Inc. 399 0,00 161 9,59
2025-10-08 13F Rf&l Wealth Management, Llc 855 0,00 344 9,90
2025-10-28 13F Wheelhouse Advisory Group LLC 47.258 2,74 19.018 12,91
2025-11-07 13F Prospect Financial Services LLC 532 214
2025-11-04 13F Mutual Advisors, LLC 5.827 8,71 2.375 16,76
2025-11-05 13F Black Diamond Financial, LLC 221.321 37,88 89.064 51,53
2025-11-10 13F Koshinski Asset Management, Inc. 2.698 0,00 1.086 9,93
2025-11-13 13F Private Advisor Group, LLC 24.406 -16,68 9.821 -8,43
2025-11-13 13F Nicolet Advisory Services, Llc 4.119 7,55 1.666 17,08
2025-10-16 13F Bennett Associates Wealth Management 25.228 19,35 10.152 31,18
2025-12-02 13F IFP Advisors, Inc 10.394 -1,92 4.183 7,78
2025-11-12 13F Mill Creek Capital Advisors, LLC 995 0,00 401 9,89
2025-11-14 13F NFP Retirement, Inc. 41.688 0,00 15.265 0,00
2025-11-14 13F Goldman Sachs Group Inc 149.773 46,22 60.272 60,70
2025-11-12 13F Dogwood Wealth Management LLC 22 -69,86 9 -69,23
2025-11-06 13F Center for Financial Planning, Inc. 0 -100,00 0
2025-10-09 13F Jackson Square Capital, Llc 1.252 0,00 504 9,83
2025-11-07 13F HighTower Advisors, LLC 221.443 3,45 89.114 13,69
2025-11-05 13F BHK Investment Advisors, LLC 75.637 -3,34 30.438 6,24
2025-11-06 13F Pacific Point Advisors, LLC 1.526 0,00 614 10,04
2025-08-01 13F Koss-Olinger Consulting, LLC 0 -100,00 0
2025-10-21 13F Davidson Investment Advisors 780 0,00 314 9,82
2025-08-12 13F Boreal Capital Management LLC 780 286
2025-10-30 13F UNIVEST FINANCIAL Corp 526 -14,75 212 -6,22
2025-11-04 13F Simmons Bank 1.400 0,00 563 9,96
2025-11-14 13F StoneX Group Inc. 6.134 4,85 2.470 15,21
2025-11-14 13F Mpwm Advisory Solutions, Llc 1.606 0,00 646 9,86
2025-11-13 13F Texas Capital Bank Wealth Management Services Inc 33.129 -1,39 13.332 8,36
2025-08-25 NP GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I 23.060 49,26 8.444 76,93
2025-10-22 13F Almanack Investment Partners, LLC. 635 -86,25 256 -84,92
2025-11-14 13F Natixis 356 142
2025-11-12 13F Aptus Capital Advisors, LLC 2.422 5,49 975 15,95
2025-11-04 13F Legend Financial Advisors, Inc. 0 -100,00 0
2025-10-21 13F Mayfair Advisory Group, LLC 6.369 0,13 2.563 4,61
2025-10-31 13F Oxbow Advisors, LLC 3.920 0,00 1.577 9,90
2025-11-12 13F Angeles Wealth Management, Llc 578.678 0,56 232.871 10,52
2025-11-13 13F Spectrum Planning & Advisory Services Inc. 847 -5,78 341 3,34
2025-11-12 13F Commerce Bank 1.266 27,36 509 40,22
2025-07-29 13F Carmel Capital Partners, LLC 0 -100,00 0
2025-11-10 13F Resources Investment Advisors, LLC. 2.453 136,09 987 159,74
2025-10-30 13F Joel Isaacson & Co., LLC 19.339 -0,50 7.783 9,34
2025-10-27 13F Td Private Client Wealth Llc 8.430 -0,59 3.392 9,24
2025-11-07 13F Redmont Wealth Advisors Llc 10 0,00 4 33,33
2025-10-14 13F Berkshire Money Management, Inc. 0 -100,00 0
2025-11-10 13F Cozad Asset Management Inc 1.498 0,00 603 9,85
2025-11-14 13F Pennington Partners & Co., Llc 1.329 0,00 535 9,86
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2025-11-12 13F 49 Wealth Management, Llc 836 -9,91 336 -0,88
2025-11-04 13F Howard Capital Management Inc. 1.264.663 -0,42 508.926 9,32
2025-11-04 13F Cornerstone Wealth Management, LLC 1.271 4,52 511 14,83
2025-11-12 13F IFG Advisory, LLC 821 15,80 330 27,41
2025-08-14 13F Glen Eagle Advisors, LLC 0 0
2025-10-30 13F Triad Wealth Partners, LLC 792 319
2025-11-03 13F Townsquare Capital Llc 1.003 9,26 404 19,94
2025-11-04 13F Keybank National Association/oh 5.544 1,74 2.231 11,83
2025-11-13 13F Brown Brothers Harriman & Co 263 0,00 106 9,38
2025-10-28 13F Erickson Financial Group, LLC 74.489 -0,08 29.976 9,81
2025-11-03 13F Field & Main Bank 90 0,00 36 12,50
2025-11-14 13F Raymond James Financial Inc 340.942 1,85 137.202 11,94
2025-11-17 13F Pin Oak Investment Advisors Inc 8 0,00 3
2025-10-22 13F Private Wealth Group, LLC 2.418 0,00 973 9,94
2025-11-06 13F Gables Capital Management Inc. 79 0,00 32 10,71
2025-11-10 13F Sigma Planning Corp 5.688 16,46 2.289 27,96
2025-11-14 13F Green Harvest Asset Management LLC 654 -6,44 263 2,73
2025-07-30 13F Capstone Triton Financial Group, LLC 0 -100,00 0
2025-11-04 13F Brown Wealth Management, Llc 982 26,38 395 38,73
2025-10-22 13F Cerity Partners LLC 444.933 -1,11 179.050 8,68
2025-11-07 13F NewEdge Wealth, LLC 723 301
2025-10-20 13F American Financial & Tax Strategies Inc 17.417 -4,22 7.009 5,26
2025-11-12 13F Capstone Wealth Management Group, Llc 31.093 10,68 12.512 21,64
2025-10-10 13F Focused Wealth Management, Inc 34.610 -0,76 13.928 9,06
2025-11-17 13F American Trust 3.886 -96,57 1.564 -96,23
2025-10-24 13F Fingerlakes Wealth Management, Inc. 29.937 2,50 12.047 12,65
2025-12-09 13F/A Tudor Investment Corp Et Al 12.189 412,14 4.905 463,15
2025-07-14 13F Crew Capital Management, Ltd. 0 -100,00 0
2025-11-12 13F Tiaa Trust, National Association 1.610 11,81 648 22,77
2025-11-12 13F Winch Advisory Services, LLC 167 0,00 67 9,84
2025-10-24 13F Monument Group Wealth Advisors, LLC 1.020 0,10 411 9,92
2025-10-21 13F Fifth Third Wealth Advisors LLC 568 -17,80 229 -9,88
2025-10-30 13F Colton Groome Financial Advisors, Llc 2.711 84,30 1.091 102,60
2025-11-14 13F WNY Asset Management, LLC 9.153 -9,06 3.683 -0,05
2025-10-15 13F Private Trust Co Na 1.720 -5,86 692 3,59
2025-10-31 13F Emerald Investment Partners, Llc 45.601 0,28 18.349 10,20
2025-10-15 13F Sfm, Llc 1.059 0,00 426 10,08
2025-10-28 13F Sheridan Capital Management, LLC 7.938 -20,04 3.195 -12,11
2025-11-12 13F Leeward Financial Partners, LLC 1.013 0,00 408 10,00
2025-10-14 13F LongView Wealth Management 4.151 -3,58 1.670 5,96
2025-10-15 13F FLP Wealth Management, LLC 0 -100,00 0
2025-10-15 13F Manchester Financial Inc 792 0,00 319 9,66
2025-11-19 13F Sunbelt Securities, Inc. 744 -11,64 299 3,46
2025-07-29 NP EBI - Longview Advantage ETF 0 -100,00 0 -100,00
2025-10-22 13F Commonwealth Equity Services, Llc 225.058 -4,06 91 5,88
2025-10-20 13F Calamos Wealth Management LLC 635 256
2025-11-14 13F Northern Trust Corp 60.655 -1,20 24.409 8,58
2025-11-12 13F Cambridge Investment Research Advisors, Inc. 112.259 0,25 45 9,76
2025-11-14 13F Integrity Alliance, Llc. 9.357 2,72 3.766 12,89
2025-10-06 13F Keb Asset Management, Llc 1.235 0,00 497 9,73
2025-10-08 13F Legacy Private Trust Co. 655 0,00 264 10,04
2025-10-29 13F Intrua Financial, LLC 1.048 -3,14 422 6,31
2025-11-03 13F Alpha Cubed Investments, LLC 10.122 -3,32 4.073 6,26
2025-11-04 13F Peak Retirement Planning, Inc. 846 -1,40 341 8,28
2025-11-14 13F Wiley Bros.-aintree Capital, Llc 6.587 12,68 2.651 23,83
2025-11-14 13F Gts Securities Llc 7.014 -46,37 2.823 -41,07
2025-08-28 13F Stark Wealth Management LLC 913 334
2025-11-12 13F Blair William & Co/il 26.637 -6,77 10.719 2,46
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