IEFA / iShares Trust - iShares Core MSCI EAFE ETF - Institutionelt ejerskab - Købere

iShares Trust - iShares Core MSCI EAFE ETF
US ˙ BATS ˙ US46432F8427

Institutionelt og fondsejerskab - Købere

Større indehavere, der har åbnet nye stillinger i iShares Trust - iShares Core MSCI EAFE ETF, omfatter Midwest Trust Co, CBM Financial, LLC, PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I, Glenmede Investment Management, LP, SummitTX Capital, L.P., TCTQX - Transamerica ClearTrack 2040 R3, TCTMX - Transamerica ClearTrack 2035 R3, TCTZX - Transamerica ClearTrack Retirement Income R3, TCTTX - Transamerica ClearTrack 2045 R3, Moneywise, Inc., Vigilare Wealth Management, TCTLX - Transamerica ClearTrack 2030 R3, TCTUX - Transamerica ClearTrack 2050 R3, SEIE - SEI Select International Equity ETF, BCS Private Wealth Management, Inc., SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1, TCTKX - Transamerica ClearTrack 2025 R3, PMG Wealth Management, Inc., Sculati Wealth Management, LLC, og Asset Allocation Strategies LLC .

Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye 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
(%)
2025-08-14 13F SummitTX Capital, L.P. 130.200 10.869
2025-07-17 13F PMG Wealth Management, Inc. 48.030 4.010
2025-07-11 13F Grove Bank & Trust 309.195 55,29 25.812 71,37
2025-08-11 13F Greykasell Wealth Strategies, Inc. 62.600 16,65 5.226 28,73
2025-08-11 13F Berkeley, Inc 5.664 0,53 473 10,80
2025-08-12 13F RiverFront Investment Group, LLC 2.632.595 182,12 219.769 211,32
2025-08-14 13F Private Wealth Advisors, LLC 9.586 1,28 800 11,73
2025-07-31 13F Darden Wealth Group Inc 13.426 1.121
2025-07-21 13F Montz Harcus Wealth Management LLC 120.085 2,01 10.025 12,57
2025-07-25 13F Fifth Third Wealth Advisors LLC 1.125.366 26,32 93.946 39,39
2025-08-13 13F Per Stirling Capital Management, LLC. 182.909 10,90 15.269 22,38
2025-07-09 13F VisionPoint Advisory Group, LLC 20.475 124,56 1.709 148,04
2025-07-28 13F RCS Financial Planning, LLC 9.555 1,52 798 11,94
2025-07-18 13F Vicus Capital 1.260.429 1,97 105.221 12,53
2025-08-18 13F Wolverine Trading, Llc Call 7.200 600
2025-08-13 13F Sepio Capital, LP 15.092 1,57 1.260 12,01
2025-08-18 13F Wolverine Trading, Llc Put 3.600 300
2025-07-09 13F Veracity Capital LLC 25.777 7,27 2.152 18,38
2025-08-13 13F North Berkeley Wealth Management, LLC 3.148 263
2025-07-22 13F Marietta Wealth Management, LLC 208.321 1,50 17.391 12,00
2025-08-04 13F Quaker Wealth Management, LLC 186 16
2025-07-30 13F Canvas Wealth Advisors, LLC 58.945 1,54 4.917 10,57
2025-08-14 13F Paragon Private Wealth Management, LLC 10.883 28,11 909 41,43
2025-07-14 13F CRA Financial Services, LLC 8.921 0,79 745 11,21
2025-07-16 13F Beaumont Financial Advisors, LLC 2.995 13,23 250 24,50
2025-09-12 13F/A Valeo Financial Advisors, LLC 965.567 4,88 56.929 15,91
2025-07-30 13F Klingman & Associates, LLC 745.623 6,70 62.245 17,74
2025-08-11 13F Traub Capital Management LLC 128 11
2025-07-28 13F Axxcess Wealth Management, Llc 139.759 42,03 11.667 56,73
2025-07-17 13F Coastline Trust Co 205.766 47,41 17.177 62,66
2025-08-12 13F Boston Research & Management Inc 70.546 2,36 6 0,00
2025-07-08 13F RMR Wealth Builders 576.384 5,45 48.117 16,37
2025-08-13 13F VestGen Advisors, LLC 229.304 8,86 19.009 19,29
2025-08-14 13F Raymond James Financial Inc 38.892.517 2,94 3.246.747 13,59
2025-07-22 13F JSF Financial, LLC 345.055 17,42 28.805 29,58
2025-07-30 13F SkyOak Wealth, LLC 179.455 5,73 14.981 16,68
2025-08-13 13F Financial & Tax Architects, LLC 9.136 31,81 763 45,42
2025-08-12 13F Twin Focus Capital Partners, Llc 955.580 5,56 79.772 16,48
2025-08-13 13F Jones Financial Companies Lllp 89.703.239 0,52 7.473.603 9,65
2025-07-17 13F Archford Capital Strategies, LLC 377.011 0,46 31.473 10,86
2025-08-19 13F Delos Wealth Advisors, LLC 69 6
2025-08-11 13F First American Trust, Fsb 9.793 0,47 818 10,85
2025-08-06 13F Tradewinds, LLC. 49.663 4.146
2025-05-13 13F Watts Gwilliam & Co., LLC 5.887 13,69 445 21,25
2025-08-14 13F Benjamin Edwards Inc 16.772 68,92 1.400 86,42
2025-07-23 13F Foundation Wealth Management, LLC 3.102 1,81 259 12,17
2025-07-10 13F Bigelow Investment Advisors, LLC 36.859 0,46 3.077 10,85
2025-08-14 13F Diversify Advisory Services, LLC 64.468 54,61 5.493 67,16
2025-08-14 13F Synovus Financial Corp 215.110 12,05 17.960 23,67
2025-08-13 13F Providence Capital Advisors, LLC 106.578 5,12 8.897 16,01
2025-07-30 13F Green Square Capital Advisors Llc 27.006 1,59 2.254 12,08
2025-08-05 13F Dunhill Financial, LLC 1.244 9,22 104 21,18
2025-07-15 13F Optima Capital Llc 35.625 2.974
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 14.977 3,50 1.250 14,26
2025-08-12 13F JMG Financial Group, Ltd. 20.801 7,01 1.736 18,10
2025-08-13 13F Beacon Pointe Advisors, LLC 492.429 1,72 41.108 12,25
2025-08-06 13F Moors & Cabot, Inc. 8.614 47,45 719 63,04
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 12.670 7,56 1.058 18,63
2025-08-26 NP EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB 457.800 46,92 38.217 62,13
2025-07-01 13F Kera Capital Partners, Inc. 4.542 0,84 379 11,47
2025-07-10 13F Family Legacy Financial Solutions, LLC 422 35
2025-07-14 13F Park Avenue Securities Llc 389.575 32,08 33 45,45
2025-08-07 13F Vise Technologies, Inc. 32.692 660,10 2.729 803,64
2025-07-23 13F Detalus Advisors, LLC 3.042 0,50 254 10,96
2025-07-25 13F Pathway Financial Advisors LLC 120.964 274,87 10.098 313,68
2025-08-14 13F Money Concepts Capital Corp 204.601 21,93 17.080 34,56
2025-08-20 13F Tull Financial Group, Inc. 319.597 5,67 26.680 16,60
2025-08-06 13F O'Dell Group, LLC 246.367 2,68 20.567 13,31
2025-07-07 13F Shotwell Rutter Baer Inc 2.399 200
2025-07-16 13F Kingsman Wealth Management, Inc. 7.480 1,82 624 12,43
2025-08-01 13F First National Trust Co 1.037.408 8,67 86.603 19,92
2025-08-11 13F Resurgent Financial Advisors LLC 3.728 1,08 311 11,87
2025-08-04 13F Mesirow Financial Investment Management, Inc. 358.193 7,67 29.902 18,82
2025-08-07 13F PFG Advisors 39.974 3,26 3.337 13,97
2025-07-22 13F Old National Bancorp /in/ 398.183 46,60 33.240 61,78
2025-08-04 13F AMG National Trust Bank 768.291 2,95 64.137 13,61
2025-06-25 NP WRAAX - Wilmington Global Alpha Equities Fund Class A Shares 2.446 55,01 193 65,52
2025-08-14 13F Comerica Bank 1.211.763 2,05 101.158 12,62
2025-07-21 13F Stock Yards Bank & Trust Co 41.730 3,08 3.484 13,75
2025-07-22 13F Ellenbecker Investment Group 11.275 0,06 941 10,45
2025-07-18 13F Pure Financial Advisors, Inc. 4.163.067 16,54 347.533 28,61
2025-06-26 NP TCTMX - Transamerica ClearTrack 2035 R3 109.381 8.609
2025-08-12 13F LPL Financial LLC 37.945.267 4,76 3.167.671 15,60
2025-08-06 13F Long Run Wealth Advisors, LLC 342.690 3,43 28.608 14,14
2025-08-04 13F HBK Sorce Advisory LLC 25.554 13,20 2.133 24,96
2025-07-18 13F Ewa, Llc 71.613 14,46 5.978 26,30
2025-07-08 13F Hickory Point Bank & Trust 89.165 0,38 7.443 10,76
2025-07-25 13F Tranquility Partners, LLC 10.778 3,65 900 14,38
2025-08-14 13F Integrated Wealth Concepts LLC 638.006 2,07 53.261 12,63
2025-08-06 13F Summit Investment Advisors, Inc. 6.816 1,35 557 3,35
2025-08-14 13F McIlrath & Eck, LLC 194 1,57 16 14,29
2025-07-17 13F Janney Montgomery Scott LLC 1.489.280 21,37 124 34,78
2025-07-29 13F AssuredPartners Investment Advisors, LLC 2.437 203
2025-08-12 13F Titleist Asset Management, Llc 2.585 216
2025-08-14 13F Citadel Advisors Llc Put 17.200 224,53 1.436 258,75
2025-08-14 13F Harvest Investment Services, LLC 2.722 227
2025-08-14 13F Gotham Asset Management, LLC 861.150 3,11 71.889 13,79
2025-08-06 13F DDFG, Inc 5.453 1,32 455 11,79
2025-07-31 13F Carrera Capital Advisors 63.231 1,69 5.279 12,20
2025-07-18 13F PFG Investments, LLC 46.063 10,49 3.845 21,95
2025-08-29 13F Total Investment Management Inc 2.022 169
2025-08-14 13F Icon Wealth Advisors, LLC 20.018 1,42 1.671 11,92
2025-08-07 13F Retirement Investment Advisors, Inc. 2.022.669 4,06 168.852 14,83
2025-07-22 13F Unique Wealth, Llc 5.634 20,41 470 33,14
2025-07-17 13F HCR Wealth Advisors 18.190 11,66 1.519 23,21
2025-07-16 13F St Germain D J Co Inc 2.580 113,05 215 136,26
2025-08-08 13F Emerald Investment Partners, Llc 8.675 1,25 724 11,73
2025-08-06 13F Prospera Financial Services Inc 65.986 16,49 5.511 28,55
2025-07-10 13F Tompkins Financial Corp 25.607 20,20 2.138 32,65
2025-08-04 13F Arkadios Wealth Advisors 77.679 9,20 6.485 20,50
2025-08-14 13F Wetherby Asset Management Inc 31.279 2,32 2.611 21,55
2025-08-14 13F Diversify Wealth Management, Llc 3.279 2,85 279 11,16
2025-08-05 13F Hills Bank & Trust Co 6.978 36,37 583 50,39
2025-08-08 13F CWS Financial Advisors, LLC 34.593 1,14 2.888 11,60
2025-08-12 13F Change Path, LLC 26.852 69,81 2.242 87,37
2025-08-27 13F/A Squarepoint Ops LLC 25.176 2.102
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A 266.900 2,38 22.281 12,98
2025-08-08 13F Pinney & Scofield, Inc. 13.426 6,56 1.121 17,52
2025-08-14 13F Ancora Advisors, LLC 204.474 8,01 17.070 19,20
2025-07-15 13F Graypoint LLC 97.038 3,37 8.101 14,07
2025-07-29 NP SSEAX - SIIT Screened World Equity Ex-US Fund - Class A 2.288 243,54 189 283,67
2025-05-01 13F Quest 10 Wealth Builders, Inc. 543 43,27 41 57,69
2025-08-11 13F Guidance Point Advisors, LLC 231.992 0,74 19.366 11,16
2025-07-22 13F SOL Capital Management CO 16.322 0,17 1 0,00
2025-07-15 13F McAdam, LLC 218.188 39,30 18.214 53,72
2025-07-30 13F Cornerstone Advisory, LLC 113.701 2,02 9.492 6,43
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 79.481 41,37 6.635 56,01
2025-08-13 13F Fiduciary Group LLC 58.839 1,40 4.912 11,89
2025-08-06 13F Agf Management Ltd 89.346 3,02 7.459 13,67
2025-07-30 13F Insight Advisors, LLC/ PA 3.467 0,20 289 10,73
2025-08-11 13F Bradley Foster & Sargent Inc/ct 80.198 559,85 6.695 628,40
2025-07-29 13F Kondo Wealth Advisors, Inc. 7.035 27,82 586 40,87
2025-07-30 13F Black Diamond Financial, LLC 20.328 0,57 1.697 10,92
2025-07-15 13F Boyd Wealth Management, LLC 50.640 11,46 4.227 23,02
2025-08-05 13F Snider Financial Group 25.188 2.103
2025-03-27 NP TDITX - Transamerica ClearTrack 2025 R1 66.536 45,14 4.896 44,74
2025-07-09 13F Baron Financial Group, LLC 3.429 3,56 286 14,40
2025-08-07 13F Meeder Advisory Services, Inc. 1.201.517 11,22 100.303 22,73
2025-08-12 13F Associated Banc-corp 224.499 7,36 18.741 18,48
2025-08-13 13F Summit Financial, LLC 454.759 41,81 37.963 56,50
2025-07-31 13F CVA Family Office, LLC 45.976 3,19 3.838 13,89
2025-08-12 13F Vickerman Investment Advisors, Inc. 2.837 237
2025-07-30 13F Financial Perspectives, Inc 6.545 5,06 546 15,92
2025-08-15 13F CI Private Wealth, LLC 1.513.354 8,75 99.253 -5,72
2025-07-18 13F Trust Co Of Vermont 14.865 7,21 1.241 18,32
2025-07-21 13F Fortis Capital Advisors, LLC 58.639 57,30 4.895 73,58
2025-07-30 13F Strategic Blueprint, LLC 38.910 0,15 3.248 10,55
2025-08-12 13F Leigh Baldwin & Co., Llc 28.971 29,06 2.418 42,40
2025-07-17 13F Nova R Wealth, Inc. 153.307 12,44 12.798 24,08
2025-08-14 13F Catalyst Financial Partners Llc 556.200 6,78 46.432 17,84
2025-08-14 13F Df Dent & Co Inc 7.630 122,45 637 145,56
2025-08-14 13F Alliancebernstein L.p. 6.570.264 2,72 548.486 13,35
2025-07-23 13F Richardson Capital Management LLC 2.354 1,20 196 12,00
2025-07-11 13F Lincoln Capital LLC 18.141 0,01 1.514 9,00
2025-08-07 13F Midland Wealth Advisors Llc 2.051.244 0,23 171.238 10,60
2025-08-11 13F Intrepid Financial Planning Group LLC 2.795 233
2025-08-12 13F Ade, Llc 61.494 3,99 5.134 14,76
2025-07-09 13F Mirador Capital Partners LP 3.297 14,44 275 26,73
2025-07-10 13F Trust Point Inc. 49.712 0,08 4.150 10,43
2025-07-23 13F Eagle Strategies LLC 69.240 2,07 5.780 12,65
2025-07-16 13F Encompass Wealth Advisors, Llc 257.837 4,21 21.524 15,00
2025-07-15 13F Legacy Financial Group LLC 4.740 7,56 396 18,62
2025-08-04 13F Golden Road Advisors Llc 6.264 14,64 523 26,39
2025-08-06 13F Horan Securities, Inc. 4.315 360
2025-07-08 13F Apella Capital, LLC 317.608 20,76 26.246 36,49
2025-07-21 13F Life Planning Partners, Inc 125.172 2,83 10.449 13,48
2025-05-12 13F Sandy Spring Bank 10.209 13,67 772 22,35
2025-08-25 13F/A Promus Capital, LLC 777 288,50 65 326,67
2025-08-14 13F MGB Wealth Management, LLC 1.088 91
2025-08-14 13F TCG Advisory Services, LLC 11.679 9,71 975 20,99
2025-08-14 13F Smartleaf Asset Management LLC 70.510 102,11 5.874 120,41
2025-07-30 NP OVF - Overlay Shares Foreign Equity ETF 196.992 15,89 16.264 26,93
2025-07-22 13F Appleton Partners Inc/ma 6.133 13,20 1
2025-08-08 13F Foundations Investment Advisors, LLC 21.140 48,55 1.765 63,94
2025-08-14 13F Mpwm Advisory Solutions, Llc 1.524 0,40 127 11,40
2025-08-08 13F CFO4Life Group, LLC 373.990 12,14 31.221 23,75
2025-07-28 13F Copia Wealth Management 5.020 6,60 419 17,70
2025-07-23 13F REAP Financial Group, LLC 10.174 5,24 849 16,14
2025-04-14 13F Regent Peak Wealth Advisors LLC 438.408 9,56 33.166 17,93
2025-08-12 13F New Republic Capital, LLC 15.198 4,50 1.269 15,27
2025-08-14 13F Quantinno Capital Management LP 73.296 117,01 6.119 139,45
2025-08-12 13F Nemes Rush Group LLC 1.657 579,10 138 666,67
2025-08-13 13F Scotia Capital Inc. 158.579 0,68 13.238 11,10
2025-07-21 13F Stash Investments, LLC 460.224 3,68 38.420 14,41
2025-08-12 13F Calton & Associates, Inc. 12.414 2,29 1.036 12,85
2025-08-07 13F Cypress Capital Management LLC (WY) 84 7
2025-07-31 13F BIP Wealth, LLC 17.815 0,64 1.487 11,05
2025-08-26 NP FLADX - Franklin LifeSmart 2040 Retirement Target Fund Class A 16.684 1,68 1.393 12,17
2025-08-11 13F Aspen Investment Management Inc 88.969 16,40 7 40,00
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 30.024 5,34 2.506 16,23
2025-07-17 13F Sound Income Strategies, LLC 5.867 2,05 490 12,67
2025-08-14 13F Harwood Advisory Group, LLC 391 1,82 33 18,52
2025-07-22 13F Clarius Group, LLC 3.821 319
2025-08-14 13F Knightsbridge Asset Management, Llc 23.487 45,71 1.961 60,79
2025-07-10 13F Uptown Financial Advisors LLC 4.568 381
2025-08-12 13F Sandhill Capital Partners LLC 11.856 14,85 990 26,79
2025-08-05 13F Scarborough Advisors, LLC 111.877 21,03 9.340 33,55
2025-08-08 13F/A Ignite Planners, LLC 32.475 5,23 2.681 10,69
2025-08-08 13F Advyzon Investment Management, LLC 5.847 488
2025-07-31 13F Northstar Asset Management Inc 3.692 308
2025-07-08 13F Nbc Securities, Inc. 3.634 28,77 0
2025-07-09 13F Hardin Capital Partners, LLC 2.988 0,95 249 11,21
2025-07-17 13F Raleigh Capital Management Inc. 450 442,17 38 516,67
2025-07-15 13F Eaton Financial Holdings Company, LLC 7.375 0,05 616 10,41
2025-08-05 13F Sensible Money, LLC 5.897 0,08 492 10,56
2025-07-22 13F Grimes & Company, Inc. 3.542.276 78,41 295.709 96,87
2025-08-05 13F ADG Wealth Management Group, LLC 32.469 2.710
2025-08-12 13F Global Retirement Partners, LLC 331.532 1,71 27.676 20,81
2025-08-12 13F YANKCOM Partnership 33.506 28,90 2.797 42,27
2025-07-17 13F Independence Bank of Kentucky 21.861 4,31 1.825 15,08
2025-07-11 13F Diversified Trust Co 846.762 6,31 70.688 17,32
2025-08-08 13F Pnc Financial Services Group, Inc. 16.039.614 4,43 1.338.987 15,24
2025-07-07 13F Roxbury Financial LLC 877 0,57 73 12,31
2025-07-18 13F Lynx Investment Advisory 3.138 1,03 262 11,54
2025-08-08 13F Islay Capital Management, Llc 22.532 451,58 1.881 508,41
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 75.089 2,11 6.268 12,69
2025-07-15 13F Foster Victor Wealth Advisors, LLC 2.982 250
2025-07-07 13F Insight Wealth Strategies, LLC 3.185 0,35 265 10,42
2025-08-05 13F Marion Wealth Management 342.664 0,89 28.606 11,33
2025-07-25 13F Transcendent Capital Group LLC 2.521 210
2025-08-05 13F EPG Wealth Management LLC 6.240 0,10 521 10,40
2025-08-13 13F Capital Group Private Client Services, Inc. 10.036 41,77 838 56,45
2025-07-29 13F Consilio Wealth Advisors, Llc 91.226 7.600
2025-07-15 13F Armis Advisers, LLC 28.391 22,07 2.365 32,72
2025-08-14 13F Warren Averett Asset Management, LLC 250.124 35,00 20.880 48,98
2025-08-05 13F LTG Capital LLC 42.978 0,59 3.588 10,98
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 867.010 2,76 72.378 13,39
2025-08-05 13F Nichols & Pratt Advisers Llp /ma 9.000 751
2025-07-22 13F Hubbell Strickland Wealth Management, LLC 65.729 8,74 5.487 20,01
2025-07-21 13F Mechanics Financial Corp 107.857 4,17 9.004 14,95
2025-07-22 13F Romano Brothers And Company 15.159 3,69 1.265 14,48
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 117.307 91,13 9.793 110,90
2025-07-18 13F RKL Wealth Management LLC 1.202.947 4,49 100.422 15,31
2025-03-28 NP QAI - IQ Hedge Multi-Strategy Tracker ETF 314.859 23,45 23.167 23,11
2025-08-08 13F Renasant Bank 8.376 10,30 699 21,78
2025-08-12 13F Absolute Capital Management, LLC 3.134 6,60 262 17,57
2025-07-14 13F S.A. Mason LLC 1.493 125
2025-08-06 13F SJA Financial Advisory, LLC 279.212 3,79 23.309 14,54
2025-07-08 13F First National Corp /ma/ /adv 17.467 0,62 1.458 11,04
2025-08-14 13F Osterweis Capital Management Inc 975
2025-07-30 13F LGT Financial Advisors LLC 1.652 10,50 138 21,24
2025-08-26 NP FLJSX - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class 2.989 10,13 250 21,46
2025-07-10 13F Atticus Wealth Management, Llc 660 392,54 55 450,00
2025-08-26 NP NOINX - Northern International Equity Index Fund 755.600 28,07 63.077 41,32
2025-05-15 13F Concorde Asset Management, LLC 7.449 3,52 545 7,72
2025-07-22 13F Iron Horse Wealth Management, LLC 586 100,68 49 118,18
2025-08-22 13F Carter Financial Group, INC. 5.736 9,15 479 30,96
2025-08-12 13F SlateStone Wealth, LLC 112.448 10,94 9 28,57
2025-08-14 13F Certified Advisory Corp 88.338 15,87 7.374 27,87
2025-07-09 13F Key Client Fiduciary Advisors, LLC 3.488 0,06 291 10,65
2025-08-13 13F Arrowstreet Capital, Limited Partnership 119.791 2,61 10.000 13,24
2025-08-13 13F Elgethun Capital Management 9.636 6,40 804 17,37
2025-08-14 13F New England Asset Management Inc 412.655 15,23 34.448 27,16
2025-07-17 13F Catalytic Wealth RIA, LLC 9.697 96,81 810 117,47
2025-07-16 13F Rainier Family Wealth Inc 22.889 8,97 1.911 20,28
2025-07-09 13F Heritage Wealth Architects, Inc. 16.932 2,80 1.413 13,40
2025-08-14 13F Gen-Wealth Partners Inc 1.426 119
2025-08-11 13F Lake Street Financial Llc 4.869 2,96 407 13,73
2025-08-11 13F Ironsides Asset Advisors, LLC 370.808 0,31 30.955 10,70
2025-07-09 13F Berkshire Bank 354.248 1,69 29.573 12,22
2025-07-16 13F Kooman & Associates 18.867 0,16 1.575 10,60
2025-07-16 13F Rebalance, Llc 19.364 1.617
2025-05-15 13F Glenmede Trust Co Na 156.249 6,81 11.820 14,98
2025-07-14 13F Cherrydale Wealth Management, Llc 2.622 219
2025-07-30 13F Phillips Financial Management, Llc 39.893 7,22 3.330 18,34
2025-07-17 13F Sage Rhino Capital Llc 185.390 8,10 15.476 19,28
2025-07-17 13F Park Place Capital Corp 50.709 6,90 4.225 17,73
2025-08-13 13F Russell Investments Group, Ltd. 26.717 22,96 2.230 35,73
2025-08-11 13F Strategic Equity Management 177.498 5.708,18 14.818 6.314,29
2025-07-25 13F Sequoia Financial Advisors, LLC 142.157 5,93 11.867 16,89
2025-07-07 13F Wesbanco Bank Inc 52.283 75,11 4.365 93,27
2025-08-11 13F Plum Street Advisors, LLC 3.185 1,59 266 11,81
2025-08-06 13F Paladin Advisory Group, LLC 80.876 1,93 6.752 12,48
2025-08-12 13F Gladstone Institutional Advisory LLC 236.391 20,61 19.734 33,10
2025-07-23 13F Trueblood Wealth Management, LLC 16.368 11,84 1.366 23,40
2025-08-04 13F Atria Investments Llc 624.071 3,58 52.097 14,30
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 4.148 34,07 346 59,45
2025-08-13 13F Natixis Advisors, L.p. 1.437.603 8,22 120 20,00
2025-07-30 13F Parcion Private Wealth LLC 563.275 2,19 47.022 12,77
2025-07-16 13F Crown Wealth Group, LLC 5.068 423
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 68.309 0,02 5.702 10,38
2025-08-13 13F Wellspring Financial Advisors, LLC 1.265.398 4,91 63.628 13,77
2025-08-13 13F Portland Global Advisors LLC 318.081 4,02 26.553 14,78
2025-08-07 13F Axiom International Investors Llc /de 857.500 13,58 71.584 25,33
2025-08-08 13F Mv Capital Management, Inc. 57.187 322,61 4.774 366,57
2025-07-23 13F Armbruster Capital Management, Inc. 150.396 2,64 12.555 13,27
2025-07-25 13F Richardson Financial Services Inc. 5.483 3,36 457 13,72
2025-08-01 13F Bank of Jackson Hole Trust 18.794 98,14 1.569 119,61
2025-08-14 13F CoreCap Advisors, LLC 10.626 2,57 887 13,28
2025-08-05 13F Prosperity Consulting Group, LLC 69.750 28,63 5.823 41,93
2025-08-07 13F/A Ellerson Group Inc /adv 5.391 450
2025-07-11 13F Kaydan Wealth Management, Inc. 49.439 20,76 4.127 33,26
2025-08-13 13F GeoWealth Management, LLC 34.515 68,65 2.881 86,11
2025-08-14 13F Safeguard Investment Advisory Group, LLC 2.443 204
2025-07-29 13F Calamos Wealth Management LLC 105.405 11,33 8.799 22,86
2025-08-14 13F Moneta Group Investment Advisors Llc 2.139.118 5,64 178.574 16,57
2025-07-11 13F Bell Bank 3.364.915 11,05 280.903 22,55
2025-07-21 13F Keb Asset Management, Llc 6.720 49,37 561 64,71
2025-08-12 13F Wood Tarver Financial Group, LLC 1.710 6,94 0 -100,00
2025-08-14 13F Beaird Harris Wealth Management, LLC 2.979 35,97 249 50,30
2025-07-10 13F Envision Financial LLC 27.835 11,18 2.324 22,65
2025-07-31 13F Peterson Wealth Services 11.973 0,13 1.000 10,51
2025-08-13 13F First National Advisers, LLC 2.590 216
2025-08-13 13F Cary Street Partners Financial Llc 52.353 55,26 4.370 71,37
2025-07-24 13F Rice Partnership, LLC 857 72
2025-07-30 13F EnRich Financial Partners LLC 5.614 0,52 469 10,90
2025-07-29 13F Quotient Wealth Partners, LLC 2.087.616 0,94 174.274 11,39
2025-07-29 13F Two West Capital Advisors LLC 11.832 5,01 1.003 21,31
2025-07-09 13F Massmutual Trust Co Fsb/adv 369.596 4,77 30.854 15,61
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 2.808 72,91 234 91,80
2025-08-07 13F Fund Evaluation Group, LLC 2.746 229
2025-07-09 13F Chesley Taft & Associates LLC 48.010 2,02 4.008 12,59
2025-07-09 13F Finley Financial, LLC 13.125 1,39 1.096 7,35
2025-07-31 13F AlTi Global, Inc. 21.797 0,79 1.820 11,19
2025-07-09 13F Reyes Financial Architecture, Inc. 1.358 5,27 113 16,49
2025-08-13 13F SCS Capital Management LLC 1.636.232 2,11 136.593 12,68
2025-08-15 13F ROSS\JOHNSON & Associates LLC 72 2,86 6 0,00
2025-07-16 13F Plancorp, LLC 124.900 22,51 10.427 35,19
2025-08-11 13F Vista Cima Wealth Management LLC 30.489 0,10 2.545 10,46
2025-07-24 13F Fulcrum Capital LLC 11.026 31,56 920 45,11
2025-08-04 13F Merkkuri Wealth Advisors LLC 49.663 21,31 4.146 33,84
2025-08-06 13F Golden State Wealth Management, LLC 5.011 1,13 418 11,76
2025-08-26 NP FTRCX - Franklin LifeSmart 2035 Retirement Target Fund CLASS C 32.599 0,54 2.721 10,97
2025-08-01 13F Milestone Asset Management Group, LLC 19.323 2,78 1.613 13,43
2025-07-09 13F StrongBox Wealth, LLC 21.795 2,47 1.820 13,05
2025-07-29 13F Flagstone Financial Management 2.611 218
2025-08-07 13F Aspen Wealth Strategies, LLC 105.245 5,82 8.786 16,78
2025-07-23 13F Roundview Capital LLC 63.299 11,35 5.284 22,88
2025-07-28 13F Ritholtz Wealth Management 1.229.219 52,96 102.615 68,80
2025-08-08 13F Glassman Wealth Services 8.435 7,42 704 18,52
2025-08-14 13F Colony Group, LLC 2.102.037 14,94 175.478 26,84
2025-08-08 13F Good Life Advisors, LLC 2.458 205
2025-08-12 13F Weaver Consulting Group 2.502 209
2025-07-14 13F Lee-Kelleher Wealth Management 15.649 22,50 1.306 35,20
2025-07-22 13F Confluence Wealth Services, Inc. 58.204 8,65 4.859 18,11
2025-08-12 13F Deutsche Bank Ag\ 69.603 0,11 5.810 10,48
2025-08-12 13F Landing Point Financial Group, LLC 6.553 1,30 547 11,86
2025-07-09 13F Burt Wealth Advisors 4.785 0,29 399 10,83
2025-08-06 13F Maltin Wealth Management, Inc. 7.364 0,84 615 11,23
2025-07-10 13F Baker Tilly Financial, Llc 4.238 0,05 354 10,31
2025-08-12 13F Main Management LLC 208.203 2,53 17 13,33
2025-07-21 13F Sterling Investment Counsel, LLC 2.412 201
2025-08-12 13F Guerra Pan Advisors, Llc 3.081 0,49 257 11,26
2025-07-25 13F M.e. Allison & Co., Inc. 3.711 0,13 310 10,36
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 35.290 84,83 2.946 104,02
2025-04-11 13F LPF Advisors LLC 6.099 0,15 461 7,71
2025-07-08 13F Richard P Slaughter Associates Inc 32.726 10,27 2.732 21,65
2025-07-15 13F Bfsg, Llc 1.762 0,57 147 11,36
2025-08-12 13F Wealth Dimensions Group, Ltd. 85.046 0,73 7.100 11,15
2025-08-05 13F Astra Wealth Partners LLC 196.764 12,81 16.426 24,49
2025-08-14 13F Fiduciary Trust Co 4.500.599 6,69 375.710 17,74
2025-08-15 13F Asset Allocation Strategies LLC 47.320 3.950
2025-08-26 NP BlackRock Funds III - BlackRock LifePath Dynamic 2070 Fund Class R 790 55,21 66 71,05
2025-08-13 13F Cresset Asset Management, LLC 5.047.272 5,24 421.346 16,13
2025-07-28 13F Courier Capital Llc 271.050 12,34 22.627 23,97
2025-05-02 13F Capital A Wealth Management, LLC 199 1.709,09 15
2025-07-25 13F Lodestar Private Asset Management Llc 12.749 1.064
2025-08-12 13F Cowa, Llc 39.518 1,10 3.298 11,53
2025-07-08 13F/A Salem Investment Counselors Inc 12.109 1,14 1.011 11,60
2025-08-13 13F Farnam Financial LLC 2.598 217
2025-08-07 13F Pembroke Management, LTD 54.458 9,34 4.546 20,68
2025-07-24 13F Capital Advisors, Ltd. LLC 30.880 4,86 3 0,00
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 2.366 9,23 198 18,67
2025-08-29 13F Evolution Wealth Management Inc. 1.256 105
2025-07-10 13F Rockland Trust Co 6.201 64,13 518 81,40
2025-08-14 13F 10Elms LLP 120.099 1,52 10.026 12,02
2025-08-12 13F MAI Capital Management 2.188.260 7,84 182.676 19,00
2025-08-11 13F Outlook Wealth Advisors, LLC 56.791 3,35 4.741 14,02
2025-08-15 13F Captrust Financial Advisors 1.401.091 1,53 116.963 12,04
2025-07-15 13F Well Done, LLC 12.940 55,16 1.080 84,30
2025-08-05 13F Tufton Capital Management 18.289 1,54 2 -99,93
2025-08-05 13F Bridgewater Advisors Inc. 8.438 214,85 702 232,70
2025-06-26 NP JIJIX - John Hancock International Dynamic Growth Fund Class NAV 755.000 41,65 59.426 51,53
2025-05-01 13F Lane & Associates LLC 79.434 121,55 6.009 127,79
2025-08-08 13F Grandfield & Dodd, Llc 4.155 347
2025-07-18 13F Cooper Financial Group 18.836 0,10 1.572 10,47
2025-08-07 13F Verus Capital Partners, Llc 32.030 0,07 2.674 10,41
2025-07-18 13F Foundry Financial Group, Inc. 132.795 5,73 11.086 16,67
2025-08-13 13F Alerus Financial Na 124 10
2025-08-14 13F Atomi Financial Group, Inc. 85.911 133,54 7.172 157,76
2025-08-12 13F OneAscent Financial Services LLC 4.450 15,17 0
2025-08-13 13F GM Advisory Group, Inc. 10.509 28,42 877 41,68
2025-07-24 13F Jfs Wealth Advisors, Llc 324.150 2,57 27.060 13,19
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 171.086 11,39 14.282 22,93
2025-07-22 13F Alta Wealth Advisors LLC 6.465 4,59 540 15,42
2025-06-26 NP TCTLX - Transamerica ClearTrack 2030 R3 90.086 7.091
2025-07-30 13F Caliber Wealth Management, LLC / KS 178.625 6,63 14.912 17,67
2025-08-26 NP FGTZX - Franklin Growth Allocation Fund Advisor Class 289.797 15,97 24.192 27,97
2025-07-22 13F DT Investment Partners, LLC 294.919 82,90 24.620 101,83
2025-07-15 13F Roger Wittlin Investment Advisory, LLC 17.817 1,83 1.487 12,40
2025-07-14 13F Abound Wealth Management 111.469 10,44 9.305 21,87
2025-07-08 13F Webster Bank, N. A. 186.253 2,61 15.548 13,23
2025-07-17 13F Beacon Capital Management, LLC 5.650 12,42 472 23,95
2025-07-25 13F Verdence Capital Advisors LLC 26.546 5,44 2.216 16,39
2025-08-14 13F Aureus Asset Management, LLC 3.234 2,86 270 13,50
2025-08-14 13F NorthLanding Financial Partners, LLC 253.811 1,21 21.188 11,69
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 3.484 19,32 291 31,82
2025-08-04 13F Coign Capital Advisors LLC 16.596 2,03 1.385 12,60
2025-08-08 13F Meridian Wealth Management, LLC 100.585 111,93 8.397 133,87
2025-07-18 13F SOA Wealth Advisors, LLC. 8.580 11,95 716 23,66
2025-07-25 13F RoundAngle Advisors LLC 16.623 1,14 1.388 11,58
2025-08-12 13F Jacobi Capital Management LLC 24.407 27,12 2.038 40,29
2025-04-15 13F Members Wealth Llc 12.464 17,91 943 18,94
2025-08-05 13F Tsfg, Llc 22.082 12,99 2 0,00
2025-08-01 13F Bull Oak Capital, LLC 354.110 1,18 29.561 11,66
2025-08-11 13F Mach-1 Financial Group, Inc. 5.005 418
2025-08-14 13F Toronto Dominion Bank 271.091 1,41 22.665 12,09
2025-08-13 13F Cary Street Partner Investment Advisory Llc 20 2
2025-08-14 13F Ameriprise Financial Inc 12.158.462 32,13 1.015.034 45,80
2025-08-11 13F Birchbrook, Inc. 304 25
2025-08-12 13F J.w. Cole Advisors, Inc. 113.716 22,90 9.493 35,62
2025-07-14 13F Golden State Equity Partners 12.414 4,43 1.036 15,24
2025-08-14 13F Camden Capital, LLC 7.648 2,67 638 13,32
2025-07-16 13F MKT Advisors LLC 2.753 229
2025-07-30 NP ENDW - Cambria Endowment Style ETF 12 1
2025-08-14 13F Hancock Whitney Corp 476.796 5,80 39.803 16,75
2025-07-16 13F TCI Wealth Advisors, Inc. 10.303 12,37 860 24,10
2025-08-08 13F Omega Financial Group, LLC 122.014 0,54 10.186 10,95
2025-08-05 13F Atlas Wealth LLC 3.112 0,45 259 10,68
2025-08-13 13F Lido Advisors, LLC 228.126 50,28 19.044 65,85
2025-07-16 13F Dakota Wealth Management 5.964 5,19 498 16,12
2025-08-13 13F M&t Bank Corp 14.151.324 0,70 1.181.352 11,12
2025-07-15 13F Axis Wealth Partners, LLC 3.000 6,99 250 17,92
2025-07-21 13F Custos Family Office, LLC 193.433 2,21 16.148 12,79
2025-07-17 13F HB Wealth Management, LLC 149.134 11,28 12.450 22,81
2025-08-08 13F/A Prospect Financial Services LLC 3.680 20,18 307 32,90
2025-07-22 13F MBL Wealth, LLC 300.755 2,05 25.107 12,61
2025-08-08 13F Financial Gravity Companies, Inc. 5.835 38,70 487 65,08
2025-07-07 13F First Community Trust Na 646 45,82 54 60,61
2025-07-23 13F Colony Family Offices, LLC 721.829 25,17 60.258 38,13
2025-08-12 13F Prudential Plc 32.500 35,98 2.713 50,06
2025-08-21 NP MNCSX - Mercer Non-US Core Equity Fund Class I 22.703 1.895
2025-08-15 13F Urban Financial Advisory Corp 106.030 4,99 8.851 15,85
2025-08-28 NP GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares 20.960 1.750
2025-07-28 13F Harbour Investments, Inc. 50.266 1,18 4.196 11,66
2025-07-16 13F Patron Partners Advisors, Llc 9.853 12,81 823 24,55
2025-07-15 13F Verum Partners LLC 9.810 0,89 819 11,29
2025-08-07 13F Kestra Private Wealth Services, Llc 384.309 7,74 32.082 18,89
2025-07-29 13F Latitude Advisors, LLC 3.602 1,95 301 12,36
2025-07-11 13F Farther Finance Advisors, LLC 358.276 14,48 29.909 26,01
2025-08-01 13F Capital Investment Counsel, LLC 60.506 50,27 5.051 65,88
2025-08-26 NP FMTZX - Franklin Moderate Allocation Fund Advisor Class 257.722 12,94 21.515 24,62
2025-07-02 13F S. R. Schill & Associates 263.196 10,08 21.972 21,47
2025-08-08 13F Hartland & Co., LLC 760.938 2,73 63.523 13,36
2025-08-13 13F Haverford Trust Co 2.838.172 2,39 236.931 12,99
2025-08-11 13F Aptus Capital Advisors, LLC 1.997.064 3.530,63 166.715 3.906,58
2025-08-06 13F Geometric Wealth Advisors 3.670 306
2025-07-28 13F Evernest Financial Advisors, LLC 114.286 3,69 9.541 14,43
2025-07-29 13F Swmg, Llc 83.994 4,52 7.006 11,65
2025-08-08 13F Atlantic Trust, LLC 4.351 86,66 363 106,25
2025-07-09 13F Navigation Wealth Management, Inc. 18.329 394,44 1.530 446,43
2025-07-10 13F Brooklyn FI, LLC 129.362 95,57 10.799 106,64
2025-04-22 13F Rappaport Reiches Capital Management, LLC 5.963 451
2025-07-07 13F Bangor Savings Bank 961.584 1,94 80.273 12,49
2025-07-29 13F Alaska Permanent Capital Management 1.332.968 6,97 111.167 18,00
2025-08-07 13F Rossmore Private Capital 129.027 4,28 10.771 15,07
2025-08-14 13F Summit Trail Advisors, Llc 145.427 25,92 12.140 38,95
2025-08-11 13F Heritage Wealth Advisors 2.470.819 43,23 206.264 58,05
2025-07-29 13F Arcus Capital Partners, LLC 29.583 2.470
2025-08-18 13F/A Kestra Investment Management, LLC 32.217 41,67 2.689 56,34
2025-03-27 NP TCHDX - Transamerica ClearTrack 2035 R6 127.206 49,61 9.360 49,19
2025-08-13 13F Manning & Napier Advisors Llc 155 13
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2.742.003 15,52 229.215 26,13
2025-07-28 13F WealthPlan Investment Management, LLC 12.260 1.023
2025-07-10 13F Charter Oak Capital Management, LLC 17.543 9,05 1.464 20,39
2025-08-14 13F Graney & King, LLC 151 2,03 13 9,09
2025-04-15 13F Collier Financial 1.561 37,90 118 49,37
2025-08-05 13F Summit Investment Advisory Services, LLC 6.816 569
2025-07-10 13F YHB Investment Advisors, Inc. 113.237 21,16 9.453 33,69
2025-08-07 13F New England Private Wealth Advisors LLC 42.455 1,27 3.508 10,63
2025-08-12 13F Pathstone Holdings, LLC 477.103 9,56 38.286 15,91
2025-07-17 13F Wolff Wiese Magana Llc 13.475 12,36 1.125 23,93
2025-08-13 13F Gamco Investors, Inc. Et Al 13.897 1.160
2025-07-30 13F Clifford Swan Investment Counsel Llc 2.632 220
2025-07-21 13F West Financial Advisors, LLC 285.430 3,01 23.828 13,67
2025-07-30 13F TFB Advisors LLC 78.029 4,37 6.514 15,17
2025-07-23 13F Tectonic Advisors Llc 147.136 6,75 12.283 17,80
2025-08-04 13F Family Wealth Group, LLC 2.591 216
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 3.750 313
2025-08-14 13F Dearborn Partners Llc 6.312 36,86 527 51,15
2025-08-01 13F FSA Advisors, Inc. 3.705 0,90 309 11,55
2025-08-08 13F Family Firm, Inc. 26.703 24,09 2.229 37,00
2025-07-15 13F Smith & Howard Wealth Management, LLC 399.839 2,45 33.379 13,06
2025-07-16 13F Diversified Enterprises, LLC 36.994 1,59 3.088 12,13
2025-08-14 13F BancorpSouth Bank 10.753 1,27 898 11,71
2025-07-16 13F Perigon Wealth Management, LLC 203.717 5,32 17.006 16,22
2025-07-25 13F Carbahal Olsen Financial Services Group, LLC 153.858 0,23 12.844 10,60
2025-07-17 13F Michels Family Financial, LLC 3.193 0,50 267 10,83
2025-07-22 13F Relyea Zuckerberg Hanson LLC 82.985 0,57 6.928 10,97
2025-08-11 13F Great Lakes Advisors, Llc 351.770 1,40 29.366 11,89
2025-07-08 13F Lowe Wealth Advisors, LLC 4.397 2,33 367 12,92
2025-07-25 13F Johnson Investment Counsel Inc 27.177 5,62 2.269 16,55
2025-07-25 13F PrairieView Partners, LLC 49.279 3,96 4 33,33
2025-07-02 13F First Financial Bank - Trust Division 1.423.835 1,68 118.862 12,21
2025-08-08 13F Bailard, Inc. 821.334 3,46 68.565 14,16
2025-08-14 13F Mission Creek Capital Partners, Inc. 7.351 0,63 614 11,05
2025-07-16 13F PFS Partners, LLC 840 0,12 70 11,11
2025-08-06 13F OneAscent Family Office, LLC 17.130 36,29 1
2025-07-29 13F Level Wealth Management LLC 42.000 1.444,69 3.506 1.610,24
2025-07-21 13F Keystone Financial Group, Inc. 16.328 1,18 1.348 4,42
2025-08-04 13F Savvy Advisors, Inc. 68.478 37,05 5.717 51,26
2025-08-26 NP FTTAX - Franklin LifeSmart 2045 Retirement Target Fund CLASS A 30.202 1,00 2.521 11,45
2025-07-24 13F Cyndeo Wealth Partners, LLC 28.350 3,94 2.367 14,69
2025-08-13 13F Smith, Moore & Co. 10.423 3,28 870 14,02
2025-07-10 13F Secure Asset Management, LLC 4.395 8,28 367 19,22
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 8.552 610,30 714 683,52
2025-08-06 13F Quadrant Private Wealth Management, LLC 31.565 2,53 2.635 13,19
2025-07-22 13F Plimoth Trust Co Llc 11.455 956
2025-08-15 13F Fft Wealth Management Llc 12.697 10,34 1.068 22,64
2025-08-06 13F Savant Capital, LLC 193.061 1,98 16.117 12,53
2025-07-24 13F KFA Private Wealth Group, LLC 4.367 1,51 365 12,00
2025-07-10 13F Wedmont Private Capital 1.127.248 0,98 94.531 15,42
2025-07-07 13F Centurion Wealth Management LLC 6.552 0,05 547 18,70
2025-07-29 13F Northwest Quadrant Wealth Management, LLC 492.461 1,41 41.111 11,90
2025-08-06 13F Atlantic Union Bankshares Corp 16.881 140,33 1.409 165,35
2025-08-14 13F Vista Capital Partners, Inc. 9.774 44,41 816 59,49
2025-07-09 13F Thrive Wealth Management, LLC 3.323 0,85 277 11,24
2025-08-13 13F Satovsky Asset Management Llc 4.765 1,82 398 12,15
2025-07-23 13F First Merchants Corp 157.682 4,76 13.163 15,61
2025-07-24 13F Callan Family Office, LLC 822.991 8,56 68.703 19,80
2025-08-11 13F GW&K Investment Management, LLC 9.704 15,80 1
2025-08-01 13F May Hill Capital, LLC 96.591 17,41 8.063 29,57
2025-07-21 13F Single Point Partners, LLC 202.884 1,89 17 6,67
2025-07-31 13F SoundView Advisors Inc. 65.755 1,46 5 25,00
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 3.006 251
2025-08-14 13F/A Rockefeller Capital Management L.P. 2.063.137 9,10 172.231 20,39
2025-03-27 NP TCPTX - Transamerica ClearTrack 2045 R1 107.098 42,91 7.880 42,52
2025-07-15 13F Aspire Capital Advisors LLC 2.469 206
2025-07-11 13F Pinnacle Bancorp, Inc. 31.306 11,43 2.613 22,96
2025-07-23 13F Sax Wealth Advisors, Llc 27.712 7,63 2.313 18,80
2025-06-24 NP MDAKX - MainStay Moderate ETF Allocation Fund Class C 283.107 122,78 22.283 138,32
2025-07-24 13F MFA Wealth Services 13.234 2,40 1.105 13,00
2025-07-23 13F Penney Financial, LLC 102.057 5,70 8.520 16,63
2025-08-15 13F Kestra Advisory Services, LLC 677.410 5,43 56.550 16,35
2025-08-04 13F Roble, Belko & Company, Inc 63.040 0,01 5 25,00
2025-08-13 13F Bank Of Nova Scotia 2.597 217
2025-07-17 13F XML Financial, LLC 3.993 29,10 333 42,31
2025-08-12 13F Cynosure Management, Llc 40.380 0,39 3.371 10,78
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 15.655 30,51 1.307 43,99
2025-08-27 NP JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) 319.120 0,59 26.640 11,01
2025-08-13 13F Brown Advisory Inc 555.128 31,36 46.342 44,96
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 3.978 3,81 332 14,88
2025-07-18 13F Warren Street Wealth Advisors, LLC 4.406 18,89 368 31,07
2025-07-29 13F Angeles Wealth Management, Llc 6.085 626,13 508 704,76
2025-08-06 13F Legacy Investment Solutions, LLC 1.057 688,81 88 877,78
2025-07-08 13F Goldstone Financial Group, LLC 4.041 14,44 338 26,22
2025-07-28 13F JGP Wealth Management, LLC 60.124 2,63 5.019 13,27
2025-07-09 13F Parkside Advisors LLC 5.608 468
2025-06-24 NP MOEAX - MainStay Growth ETF Allocation Fund Class A 311.679 72,31 24.532 84,33
2025-07-21 13F Barrett & Company, Inc. 8.668 724
2025-07-16 13F Ascent Capital Management, LLC 74.718 2,35 6.237 12,95
2025-07-25 13F Hobbs Group Advisors, LLC 32.946 2,29 2.750 12,89
2025-08-13 13F IAG Wealth Partners, LLC 21 2
2025-07-25 13F Wealth Architects, LLC 239.042 4,54 19.955 15,36
2025-08-14 13F STAR Financial Bank 15.406 257,78 1.286 295,69
2025-07-22 13F Belpointe Asset Management LLC 69.591 43,58 5.810 58,46
2025-07-29 13F Salus Financial Advisors, LLC 217.300 861,63 18.140 961,44
2025-07-30 13F Wbh Advisory Inc 217.610 6,99 18.166 18,06
2025-07-25 NP CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class 38.824 12,55 3.205 23,27
2025-08-14 13F Connecticut Wealth Management, LLC 1.911.629 7,73 159.583 18,88
2025-07-07 13F Good Steward Wealth Advisors,LLC 39.134 77,01 3.267 95,33
2025-08-11 13F Avantax Planning Partners, Inc. 5.000 41,20 417 56,18
2025-07-23 13F Winthrop Advisory Group LLC 13.625 249,72 1.137 286,73
2025-07-24 13F Louisbourg Investments Inc. 84.484 4,06 7.053 14,83
2025-07-09 13F Procyon Private Wealth Partners, LLC 8.864 27,67 739 40,76
2025-07-18 13F Parsons Capital Management Inc/ri 32.567 6,35 2.719 17,36
2025-08-04 13F Capital Performance Advisors Llp 117.990 33,53 9.850 47,35
2025-07-29 13F Morgan Dempsey Capital Management Llc 145 12
2025-07-24 13F Acima Private Wealth, Llc 65.466 0,45 5.465 10,85
2025-07-22 13F Penobscot Investment Management Company, Inc. 20.669 7,30 1.725 18,39
2025-08-15 13F First Heartland Consultants, Inc. 8.179 145,91 265 5,58
2025-08-14 13F Silvercrest Asset Management Group Llc 88.377 140,24 7.378 165,17
2025-07-31 13F Nisa Investment Advisors, Llc 71.400 15,53 5.960 27,49
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 191.090 15.952
2025-08-14 13F Partners Capital Investment Group, Llp 852.010 147,36 71.126 172,96
2025-08-14 13F EP Wealth Advisors, Inc. 251.779 125,49 21.019 148,85
2025-08-14 13F Royal Bank Of Canada 9.173.664 18,83 765.816 31,12
2025-08-05 13F Sigma Planning Corp 119.642 1,01 9.988 11,46
2025-08-07 13F Sound View Wealth Advisors Group, LLC 44.887 29,87 3.747 43,34
2025-07-18 13F Parkside Investments, LLC 646.866 34,77 54.000 48,72
2025-08-07 13F Gryphon Financial Partners LLC 10.423 5,96 870 16,94
2025-07-10 13F Fortress Wealth Management, Inc. 14.349 0,46 1.198 10,83
2025-07-25 13F Allspring Global Investments Holdings, LLC 4.336.986 3,65 361.314 13,86
2025-08-18 13F Front Row Advisors LLC 795 695,00 66 842,86
2025-07-29 13F Sigma Investment Counselors Inc 253.563 2,03 21.167 12,59
2025-08-18 13F/A National Bank Of Canada /fi/ 8.449.555 140,79 705.336 165,73
2025-08-14 13F Visionary Wealth Advisors 51.985 5,59 4.340 16,51
2025-07-23 13F Gentry Private Wealth, Llc 33.502 5,08 2.797 15,97
2025-08-11 13F Bellwether Advisors, LLC 3.139 0,06 262 10,55
2025-08-12 13F Bank OZK 2.482 207
2025-08-14 13F Aqr Capital Management Llc 188.066 108,02 15.700 129,55
2025-07-11 13F Ullmann Financial Group, Inc. 225.778 14,66 18.848 26,53
2025-08-14 13F BCS Private Wealth Management, Inc. 67.351 6
2025-05-02 13F BluePointe Capital Management, LLC 36.656 449,07 2.773 491,26
2025-07-23 13F Wise Wealth Partners 7.962 2,54 665 13,12
2025-07-17 13F Stephens Group Asset Management, Llc 167.594 4,94 13.991 15,80
2025-07-14 13F GAMMA Investing LLC 17.507 6,93 1.461 18,01
2025-08-07 13F Parkside Financial Bank & Trust 69.836 7,21 5.830 18,31
2025-07-14 13F Infinity Wealth Counsel, LLC 30.396 0,60 2.537 11,03
2025-08-14 13F Riggs Asset Managment Co. Inc. 55 5
2025-07-31 13F FSM Wealth Advisors, LLC 12.661 2,98 1.046 12,47
2025-08-08 13F Mjp Associates Inc /adv 4.800 0,15 401 10,50
2025-08-14 13F CIBC World Markets Inc. 42.007 2,46 3.507 13,06
2025-08-05 13F Mission Wealth Management, Lp 4.444.040 5,89 370.988 16,85
2025-07-15 13F Ballentine Partners, LLC 6.366.275 5,28 531.457 16,18
2025-08-15 13F Northeast Financial Consultants Inc 16.348 3,66 1.365 14,33
2025-07-11 13F Harbour Capital Advisors, LLC 156.169 0,21 13.045 12,51
2025-08-12 13F BWM Planning, LLC 39.679 0,13 3.312 10,51
2025-08-11 13F Anfield Capital Management, LLC 331 185,34 28 237,50
2025-08-08 13F Better Money Decisions, LLC 200.431 2,44 16.732 13,05
2025-08-05 13F Strategic Financial Concepts, LLC 45.842 404,15 3.827 456,91
2025-08-13 13F Willis Johnson & Associates, Inc. 10.049 25,27 839 38,28
2025-05-15 13F CAPROCK Group, Inc. 206.050 44,13 15.588 55,14
2025-07-24 13F PDS Planning, Inc 189.954 0,15 15.857 10,52
2025-08-14 13F GWM Advisors LLC 1.027.383 11,31 85.766 22,84
2025-07-08 13F Parallel Advisors, LLC 1.059.365 3,54 88.436 14,25
2025-08-08 13F Firestone Capital Management 27.597 3,37 2.304 14,07
2025-07-22 13F Hrc Wealth Management, Llc 5.076 8,14 424 19,15
2025-07-29 13F Smithbridge Asset Management Inc/de 97.851 7,04 8.169 18,12
2025-07-30 13F Axiom Financial Strategies, LLC 2.982 249
2025-07-11 13F Seacrest Wealth Management, Llc 9.633 0,64 804 11,05
2025-07-14 13F Acropolis Investment Management, LLC 430.338 1,46 35.925 11,97
2025-07-09 13F Divergent Planning, LLC 21.796 1.820
2025-07-16 13F Newton One Investments LLC 1.622 43,16 135 58,82
2025-07-21 13F River Street Advisors LLC 7.412 619
2025-08-14 13F Kovitz Investment Group Partners, LLC 814.673 1,98 68.009 12,53
2025-07-17 13F Moss Adams Wealth Advisors LLC 9.351 781
2025-08-29 NP COIDX - IDX Commodity Opportunities Fund Institutional Class Shares 6.500 542
2025-07-28 13F Holistic Planning, LLC 6.946 51,83 580 67,34
2025-07-18 13F QTR Family Wealth, LLC 4.759 0,44 397 10,89
2025-07-31 13F New Hampshire Trust 33.315 3,76 2.781 14,54
2025-07-22 13F Berkshire Money Management, Inc. 821 69
2025-08-14 13F Archetype Wealth Partners 863.907 7,63 72 20,00
2025-07-16 13F Holland Advisory Services, Inc. 10.961 3,28 915 14,09
2025-08-13 13F 1832 Asset Management L.P. 1.656.119 70,46 138.253 88,10
2025-08-14 13F Glenmede Investment Management, LP 164.680 13.747
2025-08-04 13F IFG Advisory, LLC 231.645 10,67 19.338 22,12
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 4.491 2,09 375 12,65
2025-07-14 13F Proathlete Wealth Management Llc 170.579 1,32 14.243 11,82
2025-08-05 13F Crestwood Advisors Group LLC 424.788 1,27 35.461 11,75
2025-07-09 13F Camelot Technology Advisors, Inc. 90.565 5,13 7.560 16,02
2025-07-14 13F Baring Financial LLC 2.739 0,26 229 10,68
2025-08-14 13F Widmann Financial Services, Inc. 108.406 1,99 9.050 12,55
2025-08-14 13F Avid Wealth Partners LLC 162.997 45,08 13.607 60,09
2025-07-24 13F JB Capital LLC 2.522 211
2025-07-28 13F Private Wealth Asset Management, LLC 664.318 4,57 55.457 15,39
2025-08-12 13F Steward Partners Investment Advisory, Llc 825.972 9,33 68.952 20,64
2025-07-22 13F Peoples Bank /oh 11.918 1,01 995 11,43
2025-07-10 13F Global Financial Private Client, LLC 3.927 328
2025-08-06 13F Simmons Bank 9.090 11,96 759 23,45
2025-08-04 13F Balentine LLC 2.036.770 868,93 170.030 969,23
2025-07-28 13F Davidson Trust Co 12.627 0,91 1.054 11,42
2025-07-23 13F Armstrong, Fleming & Moore, Inc 7.902 660
2025-08-08 13F Fiera Capital Corp 22.152 27,67 1.849 40,93
2025-08-07 13F Ibex Wealth Advisors 11.399 952
2025-08-13 13F Mackenzie Financial Corp 545.449 165,73 45.534 193,24
2025-07-23 13F Sunbeam Capital Management, LLC 32.996 359,04 2.755 407,18
2025-07-31 13F Buckingham Strategic Partners 67.134 1,67 5.604 12,19
2025-07-09 13F Fermata Advisors, LLC 8.847 3,00 739 13,71
2025-07-15 13F Fifth Third Bancorp 3.270.318 24,18 273.006 37,03
2025-08-05 13F Elm Partners Management LLC 10.239 7,62 855 18,78
2025-08-12 13F Argent Trust Co 68.491 3,25 5.718 13,93
2025-07-09 13F Sandy Cove Advisors, LLC 57.038 1,89 4.762 12,45
2025-07-23 13F Waycross Investment Management Co 119.138 295,93 9.946 336,95
2025-08-11 13F NewEdge Wealth, LLC 245.498 81,53 20.649 101,84
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 27.898 6,73 2.329 17,75
2025-07-14 13F Sowell Financial Services LLC 225.067 4,64 18.789 15,48
2025-08-01 13F Heritage Wealth Management, Inc./Texas 3.426 286
2025-08-06 13F Garrison Point Advisors, Llc 3.325 278
2025-07-22 13F VAUGHAN & Co SECURITIES, INC. 136.221 8,40 11.372 19,62
2025-07-30 13F Fusion Family Wealth LLC 558.726 5,19 46.642 16,04
2025-08-08 13F Citizens Financial Group Inc/ri 2.240.962 0,96 187.075 11,41
2025-07-28 13F Cutler Investment Counsel Llc 476.131 2,07 39.747 12,63
2025-08-11 13F Madison Asset Management, LLC 7.253 58,33 605 74,86
2025-08-12 13F BlackRock, Inc. 32.186.598 2,06 2.686.937 12,62
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial 134.851 39,67 11.257 54,14
2025-08-14 13F First Manhattan Co 12.775 2,97 1.066 13,65
2025-06-26 NP ROMO - Strategy Shares Newfound/ReSolve Robust Momentum ETF 120.600 1.232,89 9.492 1.327,37
2025-07-16 13F Old Port Advisors 45.628 8,56 3.809 19,82
2025-07-25 13F Concord Asset Management, LLC/VA 3.289 275
2025-07-28 13F J.Safra Asset Management Corp 6.239 520
2025-08-14 13F JPL Wealth Management, LLC 56.965 1,16 4.755 11,62
2025-08-11 13F United Advisor Group, LLC 21.267 40,19 1.775 54,75
2025-03-27 NP TDFTX - Transamerica ClearTrack 2030 R1 108.783 50,50 8.004 50,11
2025-07-29 13F Harbor Asset Planning, Inc. 1.253 105
2025-07-30 13F White Lighthouse Investment Management Inc. 2.415 202
2025-07-18 13F First United Bank Trust/ 61.146 17,31 5.104 29,44
2025-08-04 13F Grant Street Asset Management, Inc. 29.669 2,72 2.477 13,32
2025-08-11 13F Rothschild Investment Llc 2.830 4,43 236 15,12
2025-07-15 13F Accurate Wealth Management, LLC 88.185 14,76 7.395 31,19
2025-07-31 13F Waldron Private Wealth LLC 102.234 0,83 8.534 11,26
2025-08-14 13F Glen Eagle Advisors, LLC 2.206 158,62 184 187,50
2025-08-05 13F Elyxium Wealth, LLC 69.515 11,80 5.803 23,39
2025-08-19 13F Advisory Services Network, LLC 171.895 8,30 14.073 17,21
2025-07-15 13F Wela Strategies, Inc. 300.993 0,73 25.127 11,16
2025-07-09 13F Dynamic Advisor Solutions LLC 340.431 2,53 28.419 13,15
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 41.062 56,25 3.428 72,47
2025-07-23 13F Morton Capital Management LLC/CA 23.240 0,35 1.940 10,79
2025-08-08 13F Hibernia Wealth Partners, LLC 4.237 354
2025-08-08 13F Tiemann Investment Advisors, Llc 133.324 0,63 11.130 11,03
2025-07-17 13F Investment Research & Advisory Group, Inc. 15.524 343,04 1.296 389,06
2025-08-14 13F Wharton Business Group, LLC 30.263 6,25 3 0,00
2025-08-06 13F Rialto Wealth Management, LLC 206.743 9,56 17.259 20,91
2025-08-14 13F IHT Wealth Management, LLC 83.665 15,54 6.984 27,49
2025-08-14 13F Mml Investors Services, Llc 3.676.492 12,15 307 23,39
2025-08-08 13F Cetera Investment Advisers 3.965.168 6,64 331.012 17,67
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 510 16,17 43 27,27
2025-05-15 13F Proquility Private Wealth Partners, LLC 266.981 10,70 20.197 19,16
2025-07-29 13F Aspiriant, Llc 771.658 10,35 64.418 21,78
2025-07-15 13F Hofer & Associates. Inc 48.241 1,06 4.027 11,52
2025-07-23 13F Joel Isaacson & Co., LLC 11.371 56,15 949 72,55
2025-07-28 13F Rosenberg Matthew Hamilton 5.259 9,45 439 20,94
2025-08-11 13F Poehling Capital Management, LLC 2.444 204
2025-03-27 NP DAINX - Dunham International Stock Fund Class A 11.651 857
2025-08-19 13F Anchor Investment Management, LLC 4.161 17,38 347 29,48
2025-04-25 13F Smallwood Wealth Investment Management, LLC 1.779 135
2025-08-04 13F Kovack Advisors, Inc. 12.583 2,55 1.050 13,15
2025-07-16 13F Southern Capital Advisors, Llc 160.517 1,64 13.400 12,15
2025-08-19 13F Asset Dedication, LLC 83.367 0,12 6.959 10,50
2025-08-12 13F Integrated Advisors Network LLC 241.194 1,09 20.135 11,55
2025-08-14 13F Jane Street Group, Llc Call 20.500 286,79 1.711 327,75
2025-08-08 13F Vestcor Inc 31.496 32,92 3 100,00
2025-07-17 13F Olympus Wealth Management, Llc 819.171 22,55 68.384 35,23
2025-08-14 13F Vista Private Wealth Partners. LLC 29.189 0,40 2.437 10,78
2025-07-31 13F Wealthfront Advisers Llc 25.627 3,86 2.139 14,63
2025-08-08 13F Sculati Wealth Management, LLC 47.464 3.962
2025-08-14 13F Disciplina Capital Management LLC 670.333 20,54 55.959 33,02
2025-08-11 13F HighTower Advisors, LLC 4.892.413 0,88 408.419 11,32
2025-08-15 13F Strategic Investment Advisors / MI 582.368 11,21 48.695 22,92
2025-07-10 13F Kmg Fiduciary Partners, Llc 222.233 1,61 18.552 12,12
2025-07-18 13F Vigilare Wealth Management 90.164 7.527
2025-08-08 13F Nixon Peabody Trust Co 4.663 5,26 389 16,12
2025-08-12 13F Choate Investment Advisors 26.983 10,90 2.253 22,39
2025-07-22 13F Jamison Private Wealth Management, Inc. 8.814 126,00 736 149,15
2025-07-09 13F Christopher J. Hasenberg, Inc 63.308 53,14 5.285 68,55
2025-05-01 13F Grant/GrossMendelsohn, LLC 18.507 7,34 1.455 20,15
2025-08-11 13F Alteri Wealth LLC 14.188 15,59 1.184 27,59
2025-07-14 13F Clear Harbor Asset Management, LLC 8.426 3,31 703 13,94
2025-07-25 13F Clarendon Private LLC 12.224 1,82 1.020 12,33
2025-07-24 13F Ashford Advisors, LLC 3.685 403
2025-08-14 13F Talon Private Wealth, LLC 10.041 6,79 838 18,36
2025-08-14 13F Vivaldi Capital Management, LLC 25.549 5,64 2.133 16,57
2025-06-26 NP TCTQX - Transamerica ClearTrack 2040 R3 120.559 9.489
2025-07-14 13F Toth Financial Advisory Corp 312 26
2025-08-07 13F Nwam Llc 82.569 2,62 6.843 12,42
2025-08-11 13F Amara Financial, Llc. 4.316 30,00 360 43,43
2025-08-14 13F First Foundation Advisors 1.015.223 2,15 84.751 12,72
2025-08-08 13F King Wealth 80.513 2,02 7 20,00
2025-07-29 13F Koshinski Asset Management, Inc. 52.204 2,98 4.358 13,64
2025-07-29 13F Mb, Levis & Associates, Llc 164 1,23 14 8,33
2025-07-11 13F Deane Retirement Strategies, Inc. 133.497 1,71 11.143 12,17
2025-07-31 13F Brighton Jones Llc 49.684 9,76 4.148 21,12
2025-08-12 13F Proequities, Inc. 0 0
2025-08-11 13F TD Waterhouse Canada Inc. 27.372 317,07 2.283 359,36
2025-07-24 13F Eastern Bank 10.424 18,98 870 31,42
2025-07-23 13F WestEnd Advisors, LLC 14 1
2025-08-13 13F Northern Trust Corp 3.733.162 21,32 311.644 33,87
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 502.711 0,23 41.966 10,60
2025-08-08 13F Petix & Botte Co 155.285 9,05 12.963 20,34
2025-08-14 13F Becker Capital Management Inc 185.444 5,44 15.481 16,36
2025-07-21 13F First National Bank & Trust Co Of Newtown 256.439 0,16 21.405 10,52
2025-08-14 13F Ieq Capital, Llc 228.977 9,77 19.115 21,13
2025-07-16 13F Embree Financial Group 19.735 385,01 1.647 436,48
2025-08-07 13F Evoke Wealth, Llc 17.399 0,48 1.452 10,92
2025-04-09 13F Compass Investment Advisers LLC 40.827 2.869
2025-07-31 13F Conservest Capital Advisors, Inc. 224.378 3,59 18.731 14,31
2025-07-17 13F Enclave Advisors LLC 107.313 24,76 8.958 37,67
2025-07-24 13F Blair William & Co/il 670.251 5,67 55.953 16,61
2025-08-06 13F Stokes Family Office, LLC 120.034 1,66 10.020 12,18
2025-08-18 13F Geneos Wealth Management Inc. 253.487 9,46 21.161 20,79
2025-07-10 13F Brady Family Wealth, Llc 11.401 0,21 952 10,58
2025-08-01 13F Penobscot Wealth Management 5.771 482
2025-08-08 13F Thrive Capital Management, LLC 3.793 317
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 3.861 322
2025-08-01 13F Bessemer Group Inc 88.428 6,96 7 16,67
2025-08-13 13F Vertex Planning Partners, LLC 6.639 15,90 554 27,94
2025-06-26 NP TCTUX - Transamerica ClearTrack 2050 R3 82.451 6.490
2025-08-13 13F My Purposeful Wealth Corp. 14.033 0,67 1.170 11,01
2025-07-02 13F Helen Stephens Group, LLC 9.533 1,82 796 12,29
2025-08-12 13F Insigneo Advisory Services, Llc 12.120 120,72 1.012 143,61
2025-07-15 13F Total Wealth Planning, Llc 25.251 505,10 2.108 568,89
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class 99.931 3,90 7.560 11,84
2025-08-13 13F Nicolet Advisory Services, Llc 23.080 137,96 1.886 172,01
2025-08-04 13F Hantz Financial Services, Inc. 1.593.556 15,18 133 27,88
2025-08-04 13F JDM Financial Group LLC 22.900 1,11 1.912 11,56
2025-07-28 13F SFG Wealth Management, LLC. 2.813 235
2025-07-25 13F Concurrent Investment Advisors, LLC 400.763 15,84 33.456 27,83
2025-07-25 13F LRI Investments, LLC 170 14
2025-07-18 13F Heritage Financial Services, LLC 5.330 44,05 445 59,14
2025-07-23 13F Element Wealth, LLC 51.794 0,25 4.324 10,62
2025-07-16 13F Traveka Wealth, LLC 44.793 59,65 3.739 76,20
2025-07-23 13F Secured Retirement Advisors, Llc 29.258 2.442
2025-07-24 13F Robertson Stephens Wealth Management, LLC 362.679 26,85 30.209 39,63
2025-08-04 13F Keybank National Association/oh 8.239.461 14,09 687.830 25,90
2025-07-11 13F Annex Advisory Services, LLC 2.413 201
2025-05-09 13F Wade Financial Advisory, Inc 98.489 0,16 7.451 7,81
2025-06-24 NP MNERX - MainStay Conservative ETF Allocation Fund Class R3 59.741 394,75 4.702 429,50
2025-08-13 13F Tobias Financial Advisors, Inc. 28.142 4,93 2.349 15,83
2025-08-07 13F Beese Fulmer Investment Management, Inc. 39.351 3.285
2025-07-28 13F Elmwood Wealth Management, Inc. 63.875 2,35 5.332 12,94
2025-08-14 13F Engineers Gate Manager LP 2.794 233
2025-07-28 13F BRYN MAWR TRUST Co 57.974 61,62 4.840 78,36
2025-08-13 13F Allegheny Financial Group LTD 2.830 236
2025-07-21 13F Old Second National Bank Of Aurora 10.996 5,39 918 16,22
2025-07-07 13F St. Clair Advisors, LLC 73.643 1,10 6.148 11,56
2025-08-15 13F Manhattan West Asset Management, LLC 32.523 13,92 2.715 25,75
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 62.243 4.899
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 75.551 13,77 6.307 25,54
2025-08-06 13F Wedbush Securities Inc 31.916 58,94 3 100,00
2025-08-12 13F Laurel Wealth Advisors LLC 7.156.078 9.134,01 86 -98,55
2025-08-12 13F Clearwater Capital Advisors, LLC 2.474 207
2025-08-13 13F First Trust Advisors Lp 2.849 238
2025-08-01 13F Fire Capital Management LLC 28.367 1,69 2.368 12,23
2025-08-14 13F Matrix Private Capital Group Llc 147.306 0,19 12.297 10,56
2025-07-25 13F Cypress Capital Group 12.545 5,13 1.047 16,08
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 27.445 6,82 2.291 16,77
2025-08-14 13F Nepc Llc 149.536 15,61 12.483 27,59
2025-08-11 13F Regal Investment Advisors LLC 124.634 10,35 10.404 21,78
2025-07-25 13F Almanack Investment Partners, LLC. 2.742 229
2025-07-18 13F Bartlett & Co. Wealth Management Llc 1.386.713 7,86 115.763 19,03
2025-07-30 13F Rehmann Capital Advisory Group 831.851 2,81 69.443 13,45
2025-07-07 13F Upper Left Wealth Management, LLC 3.404 284
2025-07-30 13F Rothschild Capital Partners, LLC 3.233 1,67 270 12,08
2025-08-11 13F Stonebrook Private Inc. 31.525 91,54 2.632 111,33
2025-07-31 13F Optimum Investment Advisors 2.273 4,51 190 15,24
2025-07-29 13F Signature Estate & Investment Advisors Llc 19.232 30,10 1.605 43,56
2025-08-07 13F King Luther Capital Management Corp 295 -88,98
2025-08-12 13F Howe & Rusling Inc 46.803 15,92 3.907 27,93
2025-08-13 13F Philadelphia Trust Co 18.324 0,85 2 0,00
2025-08-14 13F RMB Capital Management, LLC 433.613 76,23 36.198 94,47
2025-07-15 13F Sheets Smith Wealth Management 12.172 268,40 1.016 308,03
2025-07-08 13F Silverleafe Capital Partners, LLC 123.248 10.289
2025-07-18 13F Swp Financial Llc 32.212 1,14 2.689 11,62
2025-07-30 13F Bleakley Financial Group, LLC 548.516 537,34 45.790 603,38
2025-07-16 13F Moneywise, Inc. 92.555 7.726
2025-08-13 13F Dana Investment Advisors, Inc. 15.893 8,46 1.327 19,68
2025-08-11 13F Rockbridge Investment Management, LCC 606.545 4,90 50.634 15,76
2025-07-11 13F AA Financial Advisors, LLC 30.614 27,57 2.556 40,77
2025-07-22 13F PUREfi Wealth, LLC 4.512 15,40 377 27,46
2025-07-24 13F Ronald Blue Trust, Inc. 29.778 104,49 2.486 125,70
2025-07-31 13F Leavell Investment Management, Inc. 45.959 17,28 3.837 29,42
2025-08-11 13F Private Advisor Group, LLC 420.535 35,34 35.106 49,36
2025-07-25 13F Keener Financial Planning LLC 3.668 30,86 0
2025-08-01 13F Envestnet Asset Management Inc 40.235.704 10,05 3.358.875 21,44
2025-07-31 13F Forte Asset Management Llc 16.764 107,89 1.399 129,34
2025-07-31 13F Resonant Capital Advisors, LLC 363.436 3,99 30.340 14,75
2025-08-12 13F Putnam Fl Investment Management Co 4.076.309 25,59 340.290 38,59
2025-07-25 13F Hazlett, Burt & Watson, Inc. 5.678 3,67 0
2025-07-14 13F Abacus Planning Group, Inc. 18.867 1.575
2025-08-08 13F POM Investment Strategies, LLC 62.283 34,66 5.199 48,59
2025-08-15 13F Morgan Stanley 98.621.249 2,13 8.232.902 12,70
2025-07-14 13F Chapin Davis, Inc. 4.914 14,17 410 26,15
2025-08-14 13F MidWestOne Financial Group, Inc. 260.198 10,95 21.721 22,44
2025-07-15 13F MCF Advisors LLC 457.177 5,10 38.165 15,98
2025-08-14 13F Principal Street Partners, LLC 7.384 100,00 616 120,79
2025-08-11 13F TAGStone Capital, Inc. 65.346 2,29 5.526 138.050,00
2025-07-11 13F Marshall & Sullivan Inc /wa/ 105 9
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 232.235 12,05 19.387 23,64
2025-07-17 13F MBA Advisors LLC 5.730 2,32 478 13,00
2025-08-13 13F Allium Financial Advisors, Llc 3.006 4,48 251 15,21
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 214.216 12,17 17.883 23,79
2025-08-12 13F Ci Investments Inc. 206.334 13,14 17 30,77
2025-08-13 13F Great Diamond Partners, LLC 283.384 1,09 23.657 11,55
2025-07-29 13F Kelman-Lazarov, Inc. 8.249 3,57 689 14,29
2025-07-15 13F RVW Wealth, LLC 7.054 4,83 589 15,52
2025-07-01 13F Harbor Investment Advisory, Llc 65.966 7,63 5.507 18,77
2025-07-07 13F Avenue 1 Advisors, LLC 145.592 0,11 12.154 10,46
2025-07-24 13F MSH Capital Advisors LLC 66.546 9,03 5.555 20,32
2025-07-22 13F 4Thought Financial Group Inc. 44.299 155,09 3.698 181,65
2025-07-22 13F Olistico Wealth, LLC 4.320 4,10 361 15,02
2025-08-14 13F Fairview Capital Investment Management, Llc 60.996 1,20 5.092 11,67
2025-08-12 13F State Farm Mutual Automobile Insurance Co 64.460 139,90 5.381 164,81
2025-08-11 13F Insight 2811, Inc. 82.878 1,58 6.919 12,09
2025-07-15 13F GSB Wealth Management, LLC 2.410 305,72 201 356,82
2025-08-12 13F White Pine Capital Llc 4.099 0,20 342 10,68
2025-08-08 13F Empower Advisory Group, LLC 30.547 6,15 2.550 17,19
2025-09-04 13F/A Advisor Group Holdings, Inc. 2.390.482 67,00 195.604 80,60
2025-07-24 13F Trevian Wealth Management LLC 17.391 1
2025-07-30 13F Evermay Wealth Management Llc 2.466 8,73 206 19,88
2025-08-11 13F Inspire Advisors, LLC 40.711 20,14 3.399 32,58
2025-07-17 13F ERn Financial, LLC 167.052 0,55 13.946 10,97
2025-07-18 13F Naples Global Advisors, Llc 7.280 0,51 608 10,97
2025-08-07 13F Birchcreek Wealth Management, LLC 120.609 11,11 10.068 22,62
2025-07-31 13F Oak Harbor Wealth Partners, Llc 116.623 1,61 9.736 12,13
2025-08-07 13F Mosaic Financial Group, Llc 3.691 1,10 0
2025-08-04 13F Continental Investors Services, Inc. 12.695 12,15 1.116 29,05
2025-08-04 13F Assetmark, Inc 7.582.462 2,62 632.984 13,24
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 100 8
2025-08-13 13F Millington Financial Advisors, LLC 7.613 0,65 651 17,33
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial 1.841.261 9,36 153.708 20,68
2025-07-09 13F Defined Wealth Management, Llc 115.263 0,08 9.622 10,45
2025-08-08 13F TD Capital Management LLC 9.341 0,55 780 10,97
2025-08-13 13F Shepherd Financial Partners LLC 635.250 4,51 53.031 15,32
2025-07-31 13F Sage Mountain Advisors LLC 13.215 38,19 1.103 52,56
2025-07-25 13F Acorn Creek Capital Llc 121.352 12,58 10.130 24,23
2025-08-13 13F West Wealth Group, LLC 2.843 3,38 237 13,94
2025-08-12 13F Financial Advocates Investment Management 299.399 24.994
2025-08-15 13F Chapman Financial Group, Llc 540 86,21 45 125,00
2025-07-08 13F Adamsbrown Wealth Consultants Llc 2.630 220
2025-07-14 13F Farmers & Merchants Investments Inc 7.037 84,36 587 103,82
2025-08-14 13F LM Advisors LLC 28.556 4,21 2 0,00
2025-07-23 13F Charter Trust Co 13.364 27,24 1.116 40,43
2025-08-05 13F Next Capital Management LLC 116.335 11,42 9.712 22,96
2025-07-14 13F Chris Bulman Inc 46.076 3.846
2025-07-28 13F Mutual Advisors, LLC 38.431 7,29 3.257 16,49
2025-08-11 13F One Capital Management, LLC 46.459 11,70 3.878 23,27
2025-08-14 13F Private Capital Management, LLC 2.935 1,80 245 12,39
2025-08-04 13F Partners in Financial Planning 8.893 1,32 742 11,92
2025-07-22 13F Mascoma Wealth Management LLC 2.625 0,38 219 11,17
2025-07-18 13F Columbia Asset Management 13.515 0,27 1.128 10,70
2025-08-12 13F Waddell & Associates, Llc 575.695 1,62 48.059 12,14
2025-07-09 13F Catalyst Private Wealth, Llc 9.945 11,97 830 23,70
2025-08-14 13F Investmark Advisory Group LLC 10.434 2,88 871 13,56
2025-07-21 13F Triad Wealth Partners, LLC 5.926 105,41 495 126,61
2025-07-22 13F DAVENPORT & Co LLC 643.134 5,92 53.689 16,89
2025-08-14 13F Bank Of America Corp /de/ 220.025.516 2,52 18.367.730 13,13
2025-07-17 13F/A Capital Investment Advisors, LLC 35.563 10,19 2.969 21,59
2025-08-14 13F Seven Mile Advisory 2.427 203
2025-08-07 13F Commerce Bank 365.626 29,49 30.522 42,89
2025-07-16 13F Essex Financial Services, Inc. 36.617 11,27 3.057 22,78
2025-07-18 13F Consolidated Portfolio Review Corp 18.201 36,55 1.519 50,69
2025-07-17 13F Flywheel Private Wealth LLC 107.297 7,63 8.957 18,78
2025-08-14 13F Destination Wealth Management 13.967 8,88 1.166 20,10
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 231 2,21 19 11,76
2025-07-17 13F Smith, Salley & Associates 112.656 0,87 9.405 11,32
2025-07-10 13F Fulton Bank, N.a. 57.788 14,42 4.824 26,28
2025-07-24 13F Bernard Wealth Management Corp. 46.644 1,88 3.894 12,42
2025-07-22 13F IFS Advisors, LLC 190.896 50.268,34 15.936 56.814,29
2025-07-30 13F Brookstone Capital Management 821.573 2.597,93 68.585 2.878,03
2025-07-29 NP WEUSX - Siit World Equity Ex-us Fund - Class A 105.179 240,52 8.684 281,84
2025-08-25 13F/A Neuberger Berman Group LLC 1.516.867 3,87 126.628 14,62
2025-08-06 13F Financial Advisory Corp /ut/ /adv 119.978 3,59 10 25,00
2025-08-04 13F Beirne Wealth Consulting Services, LLC 107.898 87,87 9.009 107,29
2025-07-31 13F Jordan Park Group LLC 518.906 1,47 43.318 11,98
2025-08-14 13F Mercer Global Advisors Inc /adv 2.764.454 82,92 230.777 101,86
2025-07-15 13F North Star Investment Management Corp. 35.472 3,98 2.961 14,77
2025-07-15 13F Td Private Client Wealth Llc 2.649.344 6,21 221.167 17,20
2025-07-22 13F Miracle Mile Advisors, LLC 727.675 34,85 60.746 48,81
2025-07-21 13F Qrg Capital Management, Inc. 15.189 22,86 1.268 35,51
2025-08-15 13F Stonebridge Capital Advisors LLC 7.986 33,75 667 47,67
2025-07-16 13F ORG Wealth Partners, LLC 21.972 184,76 1.831 212,99
2025-08-14 13F Core Wealth Advisors, Inc. 206.376 0,24 17.228 10,62
2025-03-27 NP TCRTX - Transamerica ClearTrack 2040 R1 139.374 47,91 10.255 47,51
2025-07-29 13F International Assets Investment Management, Llc 9.285 7,76 775 19,05
2025-08-13 13F Rsm Us Wealth Management Llc 1.728.286 23,44 144.277 36,22
2025-08-11 13F Mill Creek Capital Advisors, LLC 4.133.506 1,22 345.065 11,69
2025-03-27 NP TCSOX - Transamerica ClearTrack 2060 Class R1 8.817 17,89 649 17,60
2025-07-21 13F New Century Financial Group, LLC 13.489 256,10 1.126 293,71
2025-03-27 NP TCITX - Transamerica ClearTrack Retirement Income R1 113.350 242,72 8.340 241,80
2025-07-30 13F Whittier Trust Co Of Nevada Inc 499.520 2,92 41.695 13,56
2025-07-24 13F M1 Capital Management LLC 11.778 66,83 983 84,08
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 51.743 0,16 4.320 10,52
2025-08-13 13F Nicolet Bankshares Inc 3.180 265
2025-08-08 13F Capital Investment Counsel, Inc 3.107 5,36 259 16,14
2025-08-01 13F Biltmore Family Office, LLC 28.401 13,50 2.371 25,26
2025-08-14 13F Operose Advisors LLC 29.581 2,68 2.469 13,31
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 3.113 0,23 260 10,21
2025-08-05 13F Mountain Hill Investment Partners Corp. 37 2,78 3 50,00
2025-08-14 13F Main Street Financial Solutions, LLC 14.935 29,46 1.247 42,89
2025-07-24 13F True Link Financial Advisors, LLC 802.412 3,19 66.985 13,88
2025-08-13 13F Dixon Mitchell Investment Counsel Inc. 1.957.583 5,37 163.419 16,28
2025-07-23 13F Schrum Private Wealth Management LLC 9.025 10,97 753 22,44
2025-07-29 13F Wingate Wealth Advisors, Inc. 17.402 0,14 1.453 10,50
2025-08-04 13F BLB&B Advisors, LLC 501.568 6,63 41.871 17,67
2025-07-17 13F Centennial Wealth Advisory LLC 4.648 0,30 388 10,86
2025-08-11 13F Wealthgarden F.s. Llc 17.094 9,64 1.400 18,66
2025-08-07 13F Alliance Wealth Management Group 104.873 0,02 8.753 10,35
2025-08-14 13F Helium Advisors LLC 112.436 4,92 9.386 15,79
2025-04-11 13F Safeguard Financial, LLC 349.555 5,27 26.444 13,31
2025-08-13 13F Parkworth Wealth Management, Inc. 2.289 0,53 191 11,05
2025-07-10 13F Stonekeep Investments, LLC 6.028 58,76 503 75,26
2025-08-12 13F SRS Capital Advisors, Inc. 9.664 1,00 807 11,48
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 8.164 26,44 682 39,55
2025-08-13 13F Cerity Partners LLC 11.680.694 18,80 975.105 31,10
2025-08-05 13F GHP Investment Advisors, Inc. 302.859 2,46 25.283 13,07
2025-07-30 13F Eqis Capital Management, Inc. 251.018 5,97 20.955 16,94
2025-08-12 13F Indie Asset Partners, LLC 3.480 3,08 291 13,73
2025-08-26 NP NMIEX - Active M International Equity Fund 8.802 164,17 735 191,27
2025-08-14 13F Advisor OS, LLC 6.287 0,11 525 10,32
2025-07-02 13F Howard Financial Services, Ltd. 19.528 0,25 1.630 10,66
2025-08-13 13F Orleans Capital Management Corp/la 9.350 781
2025-08-05 13F Northcape Wealth Management, Llc 155.072 0,60 12.945 11,01
2025-08-14 13F Financial Advisory Service, Inc. 50.919 2,57 4.251 13,18
2025-08-12 13F Eley Financial Management, Inc 51.319 2,61 4.284 12,97
2025-08-14 13F TT Capital Management LLC 24.242 1.954
2025-06-26 NP TCTKX - Transamerica ClearTrack 2025 R3 54.479 4.288
2025-07-24 13F Leo Wealth, LLC 4.022 8,09 317 12,81
2025-08-14 13F First Financial Bankshares Inc 48.759 496,37 4.070 558,58
2025-09-04 13F Beacon Capital Management, Inc. 1.386 116
2025-07-31 13F Jackson Hole Capital Partners, LLC 107.563 2,46 8.979 13,07
2025-05-07 13F Spectrum Wealth Counsel, LLC 179.371 1.016,05 13.569 1.101,86
2025-07-28 13F Turtle Creek Wealth Advisors, LLC 443.614 5,88 37.033 16,83
2025-08-11 13F United Capital Financial Advisers, Llc 4.871.864 2,63 406.703 13,25
2025-08-14 13F Arete Wealth Advisors, LLC 48.796 28,17 4 100,00
2025-07-23 13F Country Club Bank /gfn 116.675 2,71 9.720 12,01
2025-07-16 13F Highline Wealth Partners Llc 153.764 17,50 12.836 29,66
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 21.012 16,46 1.754 28,59
2025-07-09 13F Goelzer Investment Management, Inc. 12.717 9,58 1.062 20,98
2025-06-24 NP MWFQX - MainStay Equity ETF Allocation Fund Class R3 280.829 45,09 22.104 55,21
2025-07-11 13F Phillips Wealth Planners LLC 5.369 0,06 447 13,74
2025-07-28 13F Cypress Wealth Services, LLC 10.498 1,22 876 11,73
2025-08-14 13F Williams Jones Wealth Management, LLC. 25.651 547,92 2.141 616,05
2025-07-10 13F Exchange Traded Concepts, Llc 20.910 1.746
2025-07-24 13F Galvin, Gaustad & Stein, LLC 515.574 6,87 43.040 17,93
2025-08-11 13F Bell Investment Advisors, Inc 1.308 65.300,00 109
2025-07-17 13F Melfa Wealth Management, Llc 3.520 0,17 294 10,57
2025-08-06 13F Csenge Advisory Group 21.487 0,07 1.774 9,58
2025-08-11 13F Slagle Financial, LLC 24.345 2.032
2025-08-07 13F Samalin Investment Counsel, LLC 4.544 1,79 379 12,46
2025-08-07 13F Fountainhead AM, LLC 41.199 1,46 3.439 11,98
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1.090.461 14,31 91 26,39
2025-08-07 13F Midwest Trust Co 622.596 51.974
2025-07-25 13F Commonwealth Financial Services, LLC 84.543 7.058
2025-07-30 13F Fairway Wealth LLC 610.255 235,76 15.792 14,85
2025-07-10 13F Stolper Co 5.177 11,67 0
2025-07-18 13F Access Financial Services, Inc. 11.657 1,97 973 12,62
2025-07-31 13F Rational Advisors Llc 281.232 52,69 23.477 68,50
2025-08-06 13F Cm Wealth Advisors Llc 11.573 3,90 966 14,73
2025-08-14 13F Evergreen Capital Management Llc 229.935 34,93 19.195 48,89
2025-08-12 13F Waterloo Capital, L.P. 261.494 12,78 21.830 24,45
2025-07-11 13F Capital Advantage, Inc. 39.707 2,93 3.315 22,24
2025-07-11 13F/A Umb Bank N A/mo 1.270.197 2,37 106.036 12,97
2025-08-05 13F Plante Moran Financial Advisors, LLC 4.092 13,04 342 24,91
2025-08-04 13F Human Investing LLC 9.871 9,28 824 20,64
2025-08-14 13F Susquehanna International Group, Llp Put 8.100 58,82 676 75,58
2025-07-14 13F Tran Capital Management, L.p. 5.465 15,30 456 27,37
2025-07-29 13F Kraft, Davis & Associates, LLC 6.477 26,63 540 38,11
2025-08-15 13F High Falls Advisors, Inc 7.754 1,73 647 12,33
2025-07-08 13F Parisi Gray Wealth Management 15.370 0,04 1.283 10,41
2025-08-14 13F Cubist Systematic Strategies, LLC Put 8.600 718
2025-06-25 NP PIEQX - T. Rowe Price International Equity Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57.053 166,07 4.491 184,72
2025-08-01 13F Ashton Thomas Private Wealth, LLC 189.903 25,87 15.853 38,90
2025-08-11 13F Strategic Wealth Partners, Ltd. 17.561 81,19 1.466 99,32
2025-07-23 13F Fortis Advisors, LLC 9.066 234,54 757 270,59
2025-08-14 13F Cubist Systematic Strategies, LLC Call 3.800 317
2025-07-17 13F Leverty Financial Group, LLC 578.398 10.412,50 48.281 11.506,01
2025-07-24 13F MA Private Wealth 17.389 2,77 1.452 13,36
2025-03-27 NP TCTOX - Transamerica ClearTrack 2055 Class R1 15.982 65,57 1.176 65,03
2025-07-21 13F Ntv Asset Management Llc 7.521 7,05 628 18,08
2025-08-13 13F BlackDiamond Wealth Management Inc. 7.874 27,70 656 33,13
2025-08-14 13F Wells Fargo & Company/mn 71.891.273 0,34 6.001.484 10,73
2025-07-31 13F West Michigan Advisors, Llc 10.163 1,73 848 12,32
2025-08-14 13F Mariner, LLC 8.983.504 3,88 749.898 14,57
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 1.412.753 21,02 117.937 32,23
2025-08-08 13F WASHINGTON TRUST Co 284.563 2,42 23.755 13,02
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 519.410 38,73 43.360 53,09
2025-08-13 13F Kilter Group LLC 61 5
2025-07-10 13F Anderson Hoagland & Co 154.303 16,25 12.881 43,07
2025-07-28 13F Boston Trust Walden Corp 2.544 212
2025-08-08 13F D'Orazio & Associates, Inc. 6.512 6,51 544 17,53
2025-08-08 13F Advisors Capital Management, LLC 16.077 75,72 1.342 93,93
2025-08-08 13F Compass Financial Services Inc 5.183 1,11 433 11,63
2025-08-27 13F/A Brinker Capital Investments, LLC 542.767 12,58 45.310 24,24
2025-08-05 13F Aurdan Capital Management, LLC 16.314 15,69 1.362 27,67
2025-08-12 13F Founders Financial Alliance, LLC 8.385 3,93 700 14,75
2025-07-17 13F XY Planning Network, Inc. 4.060 339
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 95.735 3,61 7.992 14,33
2025-08-07 13F Pcg Asset Management, Llc 12.305 1,48 1.027 12,00
2025-07-29 13F Balboa Wealth Partners 24.793 34,18 2.070 48,10
2025-08-13 13F Leuthold Group, Llc 78.957 5,40 6.591 16,33
2025-08-12 13F GDS Wealth Management 12.450 3,34 1.039 14,05
2025-08-25 13F Silverlake Wealth Management Llc 20.207 60,81 1.687 77,47
2025-08-11 13F MainStreet Investment Advisors LLC 14.925 19,11 1.246 31,47
2025-08-14 13F Federation des caisses Desjardins du Quebec 128.511 2,84 10.728 13,49
2025-08-05 13F Huntington National Bank 1.871 54,16
2025-07-29 13F Empirical Asset Management, LLC 21.454 0,14 1.791 10,49
2025-07-25 13F Hemington Wealth Management 1.490 1,78 0
2025-08-04 13F Daymark Wealth Partners, Llc 15.061 12,80 1.257 24,46
2025-07-22 13F Macroview Investment Management Llc 48.654 97,77 4.062 118,22
2025-07-15 13F LVZ Advisors, Inc. 17.818 3,92 1.487 14,65
2025-07-01 13F Private Client Services, Llc 121.661 40,41 10.156 54,96
2025-07-24 13F Us Bancorp \de\ 34.386.264 0,70 2.870.592 11,12
2025-08-13 13F WCG Wealth Advisors LLC 172.176 872,47 14.373 973,41
2025-08-14 13F First Commonwealth Financial Corp /pa/ 10.063 0,17 840 10,67
2025-07-22 13F Wells Trecaso Financial Group, LLC 117.924 4,59 9.844 15,42
2025-08-12 13F Fortis Capital Management LLC 2.432 203
2025-07-11 13F Busey Wealth Management 54.973 1,66 4.589 12,20
2025-08-11 13F Atlantic Private Wealth, LLC 226 19
2025-08-06 13F Aspect Partners, LLC 176.342 66,20 14.721 83,42
2025-08-11 13F Vanguard Group Inc 48.736 12,35 4.068 23,99
2025-07-28 13F RFG Advisory, LLC 57.801 171,81 4.825 200,06
2025-07-21 13F Warner Financial, Inc 23.654 0,64 2 0,00
2025-07-22 13F McElhenny Sheffield Capital Management, LLC 28.000 30
2025-08-13 13F Congress Wealth Management LLC / DE / 288.092 1,76 24.050 12,28
2025-07-25 13F Cwm, Llc 430.314 8,62 36 20,69
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1.322 110
2025-08-05 13F Optivise Advisory Services LLC 5.207 7,23 435 18,26
2025-07-15 13F Maseco Llp 35.437 2.956
2025-07-31 13F Carnegie Capital Asset Management, LLC 5.330 4,45 445 28,32
2025-08-08 13F Maple Capital Management, Inc. 2.672 223
2025-06-26 NP TCTTX - Transamerica ClearTrack 2045 R3 95.427 7.511
2025-07-28 13F Sagespring Wealth Partners, Llc 1.453.725 2,96 121.357 13,62
2025-08-05 13F Telos Capital Management, Inc. 72.896 0,82 6.085 11,26
2025-07-18 13F Northeast Financial Group, Inc. 7.541 63,37 630 80,23
2025-08-12 13F Umpqua Bank 137.979 39,63 11.491 53,71
2025-08-04 13F Simon Quick Advisors, Llc 376.494 257,72 31.430 294,79
2025-09-03 13F American Trust 12.080 302,40 1.008 344,05
2025-08-12 13F FourThought Financial Partners, LLC 2.812 235
2025-07-09 13F Lineweaver Wealth Advisors, LLC 31.718 1,60 2.648 12,11
2025-08-14 13F Ausdal Financial Partners, Inc. 9.270 55,85 774 72,16
2025-08-07 13F Summit X, LLC 21.319 2,49 1.780 13,10
2025-07-25 13F Apollon Financial, LLC 13.553 58,59 1.131 75,08
2025-09-09 13F NWF Advisory Services Inc. 2.480 207
2025-08-14 13F CoreFirst Bank & Trust 154 13
2025-07-17 13F New Perspectives, Inc 305.854 1,80 25.533 12,34
2025-07-11 13F Sprinkle Financial Consultants LLC 6.110 1,80 510 12,33
2025-07-25 13F JustInvest LLC 32.730 27,19 2.739 40,75
2025-08-07 13F Argent Advisors, Inc. 222.039 0,97 18.536 11,42
2025-08-14 13F NCM Capital Management, LLC 16.704 4,89 1.394 15,78
2025-08-12 13F O'shaughnessy Asset Management, Llc 152.663 25,05 12.744 38,00
2025-08-01 13F Koss-Olinger Consulting, LLC 13.489 54,74 1.126 70,86
2025-08-14 13F Integrated Investment Consultants, LLC 186.076 5,80 15.534 16,75
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1.017 75,34 85 95,35
2025-08-11 13F Edgemoor Investment Advisors, Inc. 3.320 6,04 277 17,37
2025-08-15 13F/A Symphony Financial, Ltd. Co. 185.970 16,71 17.104 44,22
2025-07-09 13F Bulwark Capital Corp 9.065 757
2025-08-11 13F Shoker Investment Counsel, Inc. 341.944 5,39 28.546 16,30
2025-08-01 13F Tevis Investment Management 3.622 21,67 302 44,50
2025-08-26 NP FLSJX - Franklin LifeSmart 2050 Retirement Target Fund Class A 17.657 2,17 1.474 12,78
2025-07-18 13F Gold Investment Management Ltd. 38.149 46,70 3.181 61,72
2025-08-05 13F Wakefield Asset Management LLLP 51.008 2,93 4.258 13,58
2025-07-29 13F ShoreHaven Wealth Partners, LLC 2.442 204
2025-08-13 13F Crescent Grove Advisors, LLC 201.256 0,10 16.801 10,45
2025-05-21 13F CBM Financial, LLC 359.171 29.057
2025-08-04 13F Pensionmark Financial Group, Llc 413.047 4,64 34.481 15,47
2025-08-12 13F Seeds Investor Llc 4.447 24,85 371 37,92
2025-07-09 13F Inspirion Wealth Advisors, Llc 14.651 0,24 1.223 10,68
2025-08-08 13F Massachusetts Financial Services Co /ma/ 57.545 10,95 4.804 22,43
2025-08-07 13F CENTRAL TRUST Co 66.820 14,22 5.578 26,06
2025-07-21 NP GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 3.284.430 9,56 271.163 20,00
2025-08-01 13F/A GGM Financials LLC 25.492 53,58 2.128 69,56
2025-07-14 13F Painted Porch Advisors LLC 10.827 66,13 904 83,16
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 183.782 9,56 15.342 20,90
2025-08-06 13F Texas Yale Capital Corp. 228.051 0,33 19.038 10,71
2025-08-26 NP FTCZX - Franklin Conservative Allocation Fund Advisor Class 88.004 9,66 7.347 21,00
2025-08-07 13F Bearing Point Capital, Llc 34.800 0,58 2.905 11,00
2025-08-05 13F Towercrest Capital Management 256.688 1,00 21.427 11,44
2025-08-06 13F Metis Global Partners, LLC 3.689 308
2025-08-11 13F Cornerstone Planning Group LLC 356 1,71 30 11,54
2025-07-24 13F IFP Advisors, Inc 161.692 18,98 13.498 31,28
2025-05-02 13F Napatree Capital Llc 63.320 237,40 4.790 263,43
2025-07-15 13F RTD Financial Advisors, Inc. 3.447 288
2025-08-08 13F Condor Capital Management 419.621 0,05 35.030 10,41
2025-08-05 13F Financial Sense Advisors, Inc. 3.689 19,19 308 31,20
2025-07-17 13F SC&H Financial Advisors, Inc. 119.762 1,21 9.998 11,67
2025-07-18 13F Precision Wealth Strategies, LLC 112.696 2.973,25 9.408 3.296,03
2025-08-13 13F Continuum Advisory, LLC 104.977 1,71 8.763 12,25
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 8.698 120,71 725 144,11
2025-08-14 13F Headinvest, Llc 11.653 7,77 973 18,83
2025-08-01 13F Motco 6.193 211,36 507 238,00
2025-07-29 13F Liquid Strategies, LLC 200.592 23,03 16.745 35,77
2025-08-06 13F AE Wealth Management LLC 527.246 10,89 44.015 22,37
2025-08-07 13F 49 Wealth Management, Llc 1.260.146 23,86 105.197 36,68
2025-07-08 13F Prism Advisors, Inc. 55.328 0,02 4.619 10,37
2025-08-07 13F Addison Advisors LLC 965 81
2025-08-01 13F GoalVest Advisory LLC 106.398 12,94 8.882 24,64
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 2.930 0,10 245 7,02
2025-07-23 13F Indiana Trust & Investment Management CO 1.525 8,70 127 19,81
2025-08-14 13F Waterway Wealth Management, LLC 258.139 1.756,85 21.549 1.950,33
2025-08-14 13F/A Skopos Labs, Inc. 14.408 464,13 1.203 522,80
2025-08-08 13F Royal Harbor Partners, LLC 164.889 87,28 13.765 106,67
2025-08-28 NP SEIE - SEI Select International Equity ETF 80.000 6.678
2025-07-25 13F We Are One Seven, LLC 22.524 47,68 1.880 63,05
2025-07-30 13F Patten Group, Inc. 40.533 7,82 3.384 18,95
2025-07-15 13F James J. Burns & Company, LLC 166.413 1,01 13.892 11,47
2025-08-08 13F Wealth Alliance 57.160 1,90 4.772 12,44
2025-07-16 13F Magnus Financial Group LLC 26.890 14,88 2.245 26,78
2025-08-06 13F Walkner Condon Financial Advisors LLC 4.911 27,20 410 40,41
2025-07-10 13F Piscataqua Savings Bank 1.836 74,86 153 93,67
2025-07-21 13F Tower View Investment Management & Research LLC 180 1,69 15 15,38
2025-08-04 13F Amplius Wealth Advisors, LLC 29.137 121,36 2.432 144,42
2025-08-06 13F Atlas Legacy Advisors, LLC 114.091 11,83 9.524 23,40
2025-07-25 13F Ellis Investment Partners, LLC 42.680 1,04 3.563 11,49
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2.555.298 27,36 213.546 40,69
2025-07-22 13F Net Worth Advisory Group 24.074 2.010
2025-08-04 13F Center for Financial Planning, Inc. 1.099.176 0,68 91.759 11,10
2025-07-25 13F Concord Wealth Partners 3.289 7,20 275 18,10
2025-08-04 13F Creekmur Asset Management LLC 6.794 18,12 567 30,34
2025-07-23 13F Vontobel Holding Ltd. 22.310 1.861
2025-07-14 13F MY Wealth Management Inc. 2.541 212
2025-07-23 13F Heck Capital Advisors, LLC 444.834 8,88 37.135 20,15
2025-07-22 13F Red Tortoise LLC 97.890 1,54 8.172 12,05
2025-07-31 13F Oppenheimer & Co Inc 51.264 3,00 4.280 13,65
2025-08-13 13F Ally Invest Advisors Inc. 13.648 102,85 1.139 124,21
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 968.053 6,95 80.813 18,02
2025-07-29 13F Arista Wealth Management, LLC 2.478 207
2025-08-13 13F Green Harvest Asset Management LLC 17.245 23,50 1.440 36,27
2025-03-27 NP TRNTX - Transamerica ClearTrack 2050 R1 91.596 31,34 6.740 30,98
2025-08-12 13F Jpmorgan Chase & Co 17.482.717 1,24 1.459.457 11,72
2025-07-15 13F Regatta Capital Group, Llc 7.272 2,65 607 13,46
2025-08-11 13F CFS Investment Advisory Services, LLC 67.263 8,93 6 25,00
2025-08-12 13F Coldstream Capital Management Inc 485.806 8,97 40.555 20,25
2025-08-15 13F Semmax Financial Advisors Inc. 62 19,23 5 25,00
2025-08-04 13F Linscomb & Williams, Inc. 3.591 300
2025-07-15 13F Patriot Investment Management Inc. 112.384 1,01 9.382 11,45
2025-07-11 13F Quad-Cities Investment Group, LLC 8.782 0,42 733 10,89
2025-06-26 NP TCTZX - Transamerica ClearTrack Retirement Income R3 105.902 8.336
2025-07-10 13F Affiance Financial, LLC 269.604 8,97 22.507 20,24
2025-07-24 13F Strengthening Families & Communities, LLC 248 1,64 21 11,11
2025-08-05 13F Bank of New York Mellon Corp 32.560.687 0,88 2.718.166 11,32
2025-07-29 13F Planned Solutions, Inc. 93.237 3,36 7.783 14,07
2025-08-14 13F Coastal Bridge Advisors, LLC 56.636 23,14 4.728 35,87
2025-07-31 13F Nilsine Partners, LLC 24.168 1,91 2.018 12,43
2025-08-14 13F Turim 21 Investimentos Ltda. 1.072 131,03 89 154,29
2025-07-30 13F Pittenger & Anderson Inc 76 76,74 6 100,00
2025-08-12 13F Journey Strategic Wealth Llc 63.277 18,58 5.282 30,87
2025-07-10 13F Focus Financial Network, Inc. 47.628 75,33 3.976 93,43
2025-07-28 13F Morris Financial Concepts, Inc. 192.053 0,35 16.033 10,73
2025-08-12 13F Richmond Investment Services, LLC 16.573 1.384
2025-08-28 NP MAICX - Victory Trivalent International Fund - Core Equity Class A 27.882 74,49 2.328 92,63
2025-08-26 NP FLTFX - Franklin LifeSmart 2055 Retirement Target Fund Class A 13.655 5,20 1.140 16,11
2025-07-18 13F Truist Financial Corp 15.245.913 40,08 1.272.729 54,58
2025-07-21 13F Sovereign Investment Advisors, LLC 282.500 21,81 23.583 37,01
2025-07-02 13F HBW Advisory Services LLC 3.070 0,72 256 11,30
2025-07-25 13F Presilium Private Wealth, Llc 10.699 0,38 893 10,79
2025-07-17 13F Poinciana Advisors Group, Llc 2.678 224
2025-07-30 13F Avidian Wealth Solutions, LLC 1.919.424 2,45 160.234 13,06
2025-07-16 13F Twelve Points Wealth Management LLC 4.173 0,55 348 11,18
2025-08-13 13F Bare Financial Services, Inc 351.813 8,98 29.369 20,26
2025-08-12 13F AlphaCore Capital LLC 222.250 21,94 18.553 34,56
2025-08-14 13F FC Advisory LLC 4.245 354
2025-08-06 13F Commonwealth Equity Services, Llc 3.566.216 0,15 298 10,41
2025-07-28 13F Frazier Financial Advisors, LLC 3.761 1,32 314 11,79
2025-08-14 13F Fort Point Capital Partners LLC 298.249 6,93 24.898 17,99
2025-08-06 13F Blue Investment Partners LLC 3.903 326
2025-07-09 13F Fiduciary Alliance LLC 27.788 285,89 2.320 326,29
2025-07-31 13F Richards, Merrill & Peterson, Inc. 9.995 2,24 834 12,86
2025-07-16 13F Signaturefd, Llc 3.338.116 2,74 278.666 13,37
2025-07-16 13F Instrumental Wealth, Llc 106.196 2,30 8.726 7,66
2025-07-09 13F Lincoln Capital Corp 210.799 2,24 17.598 12,82
2025-08-13 13F Keystone Financial Group 22.854 1,01 1.908 11,46
2025-07-31 13F Moloney Securities Asset Management, LLC 3.479 11,76 290 23,40
2025-07-30 13F Red Crane Wealth Management, Llc 36.264 5,63 3.027 16,56
2025-07-31 13F Curio Wealth, Llc 1.658 165.700,00 138 1.280,00
2025-07-09 13F Bowman & Co S.C. 68.683 6,48 5.734 17,50
2025-07-29 13F Beverly Hills Private Wealth, LLC 9.250 0,02 772 10,44
2025-08-01 13F Clark Asset Management, LLC 14.022 146,04 1.171 171,46
2025-08-12 13F American Century Companies Inc 457.800 45,98 38.217 61,10
2025-08-13 13F M Holdings Securities, Inc. 41.650 156,31 3 200,00
2025-07-15 13F Evanson Asset Management, LLC 33.564 2,83 2.802 13,45
2025-07-30 13F Whittier Trust Co 436.040 4,27 36.396 15,05
2025-08-14 13F Snowden Capital Advisors LLC 111.713 1,06 9.326 11,52
2025-08-01 13F Riverwater Partners LLC 5.057 2,72 422 13,44
2025-07-07 13F RDA Financial Network 7.263 50,31 606 66,03
2025-07-25 13F Hassell Wealth Management, LLC 22.293 1,59 1.906 17,08
2025-08-07 13F Panoramic Investment Advisors, Llc 31.287 6,03 2.612 16,98
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