GB:0LMF / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF - Participação institucional - Compradores

Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
GB ˙ LSE ˙ US9219464065
Participação institucional e de Fundos - Compradores

Os principais detentores que abriram novas posições em Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF incluem Sei Investments Co, Sig Brokerage, Lp, HECA - Hedgeye Capital Allocation ETF, Markowski Investments, R2 Capital Strategies, LLC, Northwest & Ethical Investments L.P., Carolina Wealth Management Inc, Compass Financial Management Llc, Evanson Financial, LLC, Maloon Powers Pitre Higgins & Dennehy, LLC, D. E. Shaw & Co., Inc., Yukon Wealth Management, Inc., Schuylkill Financial LLC, Noble Wealth Partners LLC, Bbr Partners, Llc, Entruity Wealth, LLC, Jupiter Topco LLC, Action Point Financial Planning, Llc, Mw Advisory, Llc, e Tower Bridge Advisors .

Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.

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Data de registro Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-07-15 13F Sachetta, LLC 1.357 4,38 214 11,46
2026-08-04 13F Rollins Financial Advisors, LLC 116.160 7,75 18.357 14,98
2026-08-11 13F Blair William & Co/il 188.188 1,89 29.739 8,72
2026-07-16 13F Ulland Investment Advisors, LLC 295 3,51 0
2026-07-29 13F Beacon Capital Management, LLC 1.616 0,37 255 7,14
2026-07-14 13F XY Planning Network, Inc. 6.659 31,99 1.052 41,02
2026-08-12 13F TRB Wealth Management, LLC 17.894 0,01 2.828 6,72
2026-07-15 13F Capital Investment Counsel, LLC 2.234 5,48 353 12,78
2026-08-17 13F Asset Allocation Strategies LLC 104.832 7,06 16.567 14,24
2026-07-31 13F Stonebridge Financial Planning Group, LLC 15.637 0,45 2.471 7,20
2026-08-06 13F Lakewood Asset Management LLC 1.336 211
2026-08-10 13F Cascade Wealth Advisors, Inc 13.847 186,87 2.293 205,73
2026-07-28 13F JSF Financial, LLC 1.653 261
2026-07-08 13F Valeo Financial Advisors, LLC 8.856 6,47 1.400 13,65
2026-08-07 13F Westend Capital Management LLC 345 15,00 55 184,21
2026-08-12 13F/A Arete Wealth Advisors, LLC 15.685 22,73 2.479 31,04
2026-07-08 13F Cooper Financial Group 2.269 19,42 359 27,40
2026-07-22 13F American National Bank 535 57,35 85 68,00
2026-07-30 13F Sterling Wealth Management, Inc. 7.139 19,64 1.128 27,75
2026-08-06 13F Kropog Financial Group, LLC 80.850 3,17 12.777 10,08
2026-08-04 13F SP Asset Management LLC 15.570 0,61 2.461 7,38
2026-08-13 13F Morgan Stanley 10.662.582 2,97 1.685.008 9,88
2026-08-12 13F Condor Capital Management 6.935 0,10 1.096 6,73
2026-07-29 13F Stephens Inc /ar/ 90.542 5,41 14.308 12,48
2026-08-11 13F BlueStem Wealth Partners, LLC 1.392 0,58 220 7,84
2026-08-10 13F Hurley Capital, LLC 681 0,29 108 7,00
2026-08-14 13F RMB Capital Management, LLC 9.543 4,03 1.508 11,05
2026-07-29 13F Resolute Capital, Llc 12.905 29,05 2.039 37,68
2026-07-13 13F Gleason Group, Inc. 63.714 0,62 10.069 7,36
2026-07-23 13F Capital Advisors Wealth Management, LLC 100.515 0,11 15.884 6,83
2026-08-11 13F Arsenal Capital Advisors LLC 22.258 10,00 3.517 17,39
2026-07-16 13F Coastwise Capital Group, LLC 10.144 3,65 1.603 10,63
2026-08-14 13F Apriem Advisors 19.536 39,80 3.087 49,20
2026-07-20 13F Sage Capital Management, LLC 2.696 0,60 426 7,30
2026-05-07 13F Rothschild Investment Llc 20.020 7,33 2.965 10,76
2026-07-21 13F SOA Wealth Advisors, LLC. 3.091 0,29 488 7,02
2026-08-10 13F Ellevest, Inc. 1.963 232
2026-07-28 13F Sprott Inc. 2.537 401
2026-08-05 13F Mowery & Schoenfeld Wealth Management, LLC 188 30
2026-07-16 13F Hoxton Planning & Management, LLC 1.473 233
2026-08-11 13F Expressive Wealth LLC 3.530 2,32 558 2,96
2026-07-14 13F Portside Wealth Group, LLC 2.517 4,31 398 11,20
2026-07-16 13F Seelaus Asset Management LLC 1.388 1,98 219 8,96
2026-08-10 13F Investment Counsel Co Of Nevada 279 44
2026-07-28 13F Level Wealth Management LLC 1.480 0,48 234 6,88
2026-07-06 13F RDA Financial Network 61.570 0,10 9.730 6,81
2026-07-02 13F KERR FINANCIAL PLANNING Corp 1.310 411,72 207 930,00
2026-07-14 13F Murphy, Middleton, Hinkle & Parker, Inc. 8.367 0,01 1.322 6,70
2026-07-09 13F Warner Financial, Inc 23.252 0,09 3.674 6,77
2026-07-22 13F Angeles Investment Advisors, LLC 124.515 19.677
2026-08-03 13F BIP Wealth, LLC 53.374 38,56 8.435 47,86
2026-08-13 13F Perspective Wealth Advisors Llc 2.258 2,13 357 8,87
2026-07-02 13F Massmutual Trust Co Fsb/adv 1.967 37,26 311 46,23
2026-07-24 13F BXM Wealth LLC 1.499 237
2026-07-13 13F Genesis Private Wealth, Llc 1.316 208
2026-07-31 13F Avion Wealth 175.650 0,44 28 8,00
2026-08-10 13F Crescent Grove Advisors, LLC 81.898 1,68 12.942 8,49
2026-07-30 13F Great Lakes Retirement, Inc. 3.269 0,58 517 7,28
2026-07-16 13F/A Acropolis Investment Management, LLC 2.672 0,04 422 6,84
2026-08-04 13F RM Financial Services, LLC 13.812 13,26 2.183 20,82
2026-08-10 13F Migdal Insurance & Financial Holdings Ltd. 746 118
2026-08-15 13F/A Strive Financial Group ,LLC 1.676 29,12 265 37,50
2026-08-06 13F KLCM Advisors, Inc. 1.654 261
2026-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 17.593 9,27 2.780 16,61
2026-07-13 13F OMNI 360 Wealth, Inc. 31.583 8,31 4.991 15,59
2026-07-29 13F Commonwealth Equity Services, Llc 2.266.781 358.219
2026-08-04 13F Strategic Wealth Designers 2.338 18,68 369 26,80
2026-08-10 13F Portland Financial Advisors Inc 11.004 0,35 1.739 7,02
2026-07-20 13F Kavar Capital Partners Group, Llc 2.500 25,00 395 33,45
2026-08-04 13F Bellevue Asset Management, Llc 1.721 0,17 272 7,09
2026-08-12 13F Dai-Ichi Life Insurance Company, Ltd 22.032 40,44 3.482 49,85
2026-07-10 13F Abound Wealth Management 1.113 6,71 176 13,64
2026-07-13 13F Rockingstone Advisors LLC 16.977 1,01 2.683 7,75
2026-07-24 13F Noble Wealth Partners LLC 23.349 3.690
2026-08-11 13F Edgestream Partners, L.P. 6.661 202,36 1.053 222,70
2026-08-03 13F Oppenheimer & Co Inc 20.542 11,77 3.246 19,29
2026-07-23 13F Sentinel Pension Advisors Inc 1.893 13,35 303 22,67
2026-07-21 13F Howard Wealth Management, Llc 119.863 6,39 18.942 13,53
2026-07-15 13F Trellis Wealth Advisors LLC 3.238 0,62 512 7,35
2026-08-25 13F Kirkwood Financial Services 3.137 496
2026-08-04 13F New England Private Wealth Advisors LLC 26.736 0,44 4.301 9,11
2026-07-24 13F Roble, Belko & Company, Inc 220.368 4,07 35 9,68
2026-07-23 13F TFC Financial Management 1.362 2,18 215 9,14
2026-07-29 13F JB Capital LLC 1.966 7,20 311 14,39
2026-07-24 13F Sidoxia Capital Management, LLC 11.174 1,17 1.766 7,95
2026-08-12 13F Voya Financial Advisors, Inc. 76.113 13,89 12.060 23,86
2026-07-08 13F Mallini Complete Financial Planning LLC 502 -1,57
2026-08-14 13F Logan Capital Management Inc 3.800 601
2026-07-13 13F Sentinel Trust Co Lba 1.300 0
2026-07-15 13F Asset Allocation & Management Company, LLC 212.745 0,71 34 6,45
2026-08-13 13F Zacks Investment Management 3.975 132,18 628 148,22
2026-08-14 13F Sig Brokerage, Lp Call 149.200 23.578
2026-07-14 13F Oxinas Partners Wealth Management LLC 37.717 2,78 5.960 9,68
2026-08-13 13F Baltimore-Washington Financial Advisors, Inc. 425.390 1,00 67.225 7,77
2026-08-07 13F Tounjian Advisory Partners, Llc 622 98
2026-07-13 13F Wolff Wiese Magana Llc 197 203,08 31 244,44
2026-07-13 13F Orgel Wealth Management, LLC 1.499 237
2026-07-23 13F Global View Capital Management LLC 1.844 291
2026-07-23 13F Apollon Wealth Management, LLC 44.087 7,52 6.967 14,72
2026-08-14 13F JT Stratford LLC 11.801 14,35 1.865 21,99
2026-07-23 13F Alliance Wealth Advisors, LLC /UT 322.587 29,64 50.978 38,33
2026-07-20 13F First United Bank Trust/ 341 48,26 54 55,88
2026-07-22 13F Harbor Asset Planning, Inc. 403 0,50 64 6,78
2026-08-03 13F Archer Investment Corp 8.038 1.270
2026-08-07 13F Western Pacific Wealth Management, LP 75.442 1,73 11.922 8,56
2026-07-23 13F Kerntke Otto McGlone Wealth Management Group 3.413 4,15 539 11,13
2026-07-21 13F Capital Squared Financial LLC 14.641 20,69 2.314 28,79
2026-08-13 13F Elevatus Welath Management 10.010 45,54 1.582 55,30
2026-07-20 13F Coastal Investment Advisors, Inc. 1.815 1,28 287 7,92
2026-07-30 13F/A Cambridge Investment Research Advisors, Inc. 1.112.040 2,01 176 8,70
2026-08-10 13F Tiaa-cref Individual & Institutional Services, Llc 30.284 7,76 4.786 15,00
2026-07-29 13F Global Wealth Management Investment Advisory, Inc. 95.900 3,11 15.155 10,03
2026-08-13 13F Pathstone Holdings, LLC 1.425.288 1,87 225.238 8,70
2026-08-06 13F Silverlake Wealth Management Llc 64.209 0,61 10.147 7,35
2026-08-12 13F Fsb Premier Wealth Management, Inc. 5.210 5,79 823 12,89
2026-07-15 13F Saxony Capital Management, LLC 7.091 68,51 1.121 79,78
2026-07-16 13F PFG Advisors 157.118 14,92 24.829 22,62
2026-07-27 13F Koshinski Asset Management, Inc. 21.826 3,07 3.449 9,98
2026-07-30 13F Decker Wealth Management LLC 149.254 23.587
2026-07-28 13F Astoria Portfolio Advisors LLC. 3.205 1,94 507 4,12
2026-07-15 13F Winebrenner Capital Management Llc 8.242 0,05 1.302 6,72
2026-07-02 13F Burkett Financial Services, Llc 10.412 0,41 1.645 7,17
2026-08-05 13F Aspire Capital Advisors LLC 64.909 28,46 10.258 37,07
2026-08-06 13F Peachtree Investment Partners, LLC 1.663 0,48 263 6,94
2026-08-11 13F Ieq Capital, Llc 92.681 1,75 14.646 8,57
2026-07-24 13F Compass Financial Services Inc 14.436 0,50 2.281 7,24
2026-08-04 13F Campbell Deegan Wealth Management, LLC 2.005 0,60 317 7,12
2026-07-17 13F Madrona Financial Services, LLC 1.822 15,03 288 22,65
2026-07-06 13F Vigilare Wealth Management 1.274 201
2026-07-27 13F Values Added Financial LLC 9.210 2,37 1.455 9,23
2026-07-22 13F Riverbend Wealth Management, LLC 20.544 6,16 3.247 13,26
2026-08-05 13F DecisionPoint Financial, LLC 364 48,57 58 58,33
2026-08-14 13F IHT Wealth Management, LLC 61.106 25,69 9.657 34,13
2026-07-14 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 82.964 13,07 13.111 20,65
2026-07-31 13F Founders Financial Securities Llc 13.104 3,61 2.071 7,25
2026-07-28 13F BRYN MAWR TRUST Co 42.882 2,02 6.777 8,85
2026-08-13 13F Action Point Financial Planning, Llc 13.314 2.103
2026-07-15 13F Churchill Financial Advisors, LLC 5.411 6,33 855 13,55
2026-07-27 13F Independent Wealth Advisors LLC 1.658 14,03 262 21,86
2026-08-06 13F TFB Advisors LLC 29.787 21,25 4.707 29,38
2026-07-27 13F SageGuard Financial Group, LLC 1.279 202
2026-07-13 13F HCR Wealth Advisors 656.338 1,60 103.721 8,41
2026-07-27 13F Whittier Trust Co Of Nevada Inc 23.928 0,09 3.844 8,13
2026-08-12 13F Compass Financial Management Llc 63.030 10.207
2026-07-23 13F Capital Investment Advisory Services, LLC 40.784 9,26 6.445 16,59
2026-07-09 13F Wealthcare Advisory Partners LLC 401.762 1,21 63.490 8,00
2026-07-31 13F Jacobi Capital Management LLC 6.151 0,05 972 6,81
2026-07-30 13F Acorn Wealth Advisors, LLC 2.510 9,37 397 16,81
2026-07-24 13F Montz Harcus Wealth Management LLC 68.544 2,24 10.832 9,08
2026-08-14 13F Western Wealth Management, LLC 66.833 13,32 10.562 20,92
2026-07-09 13F Chemistry Wealth Management LLC 2.999 11,03 474 18,25
2026-07-07 13F Wisconsin Wealth Advisors, LLC 8.243 0,17 1.303 6,90
2026-07-20 13F John W. Brooker & Co., CPAs 11.908 11,83 1.882 19,35
2026-08-06 13F AMG National Trust Bank 77.471 1,34 12.243 8,13
2026-08-07 13F Gables Capital Management Inc. 12.317 0,21 1.946 6,92
2026-08-04 13F Synergy Financial Group, LTD 1.330 210
2026-07-07 13F Brighton Securities Corp. 14.723 3,44 2.327 10,34
2026-07-14 13F Octavia Wealth Advisors, LLC 83.726 1,69 13.231 8,51
2026-08-14 13F Alpine Global Management, LLC 1.723 272
2026-07-23 13F Investment Research & Advisory Group, Inc. 231 507,89 37 620,00
2026-07-20 13F Envestnet Portfolio Solutions, Inc. 46.440 6,54 7.339 13,68
2026-07-28 13F Latitude Advisors, LLC 3.596 7,50 568 14,75
2026-08-14 13F Vestmark Advisory Solutions, Inc. 81.972 2,86 12.954 9,76
2026-07-23 13F Stillwater Capital Advisors, LLC 79.556 5,04 12.572 12,08
2026-07-24 13F Bartlett & Co. Wealth Management Llc 6.069 0,03 959 1,91
2026-08-14 13F Ameritas Advisory Services, LLC 103.604 65,51 16.373 76,61
2026-07-27 13F PUREfi Wealth, LLC 10.069 0,62 1.591 7,35
2026-08-03 13F ProVise Management Group, LLC 4.276 0,16 676 6,80
2026-08-07 13F Fortress Private Ledger, Llc 3.202 10,80 506 18,22
2026-08-14 13F Prosperity Bancshares Inc 13.306 68,52 2.103 79,81
2026-08-10 13F Comprehensive Financial Planning, Inc./PA 3.458 1,35 547 8,12
2026-08-13 13F United Community Bank 26.058 30,04 4.118 38,76
2026-08-13 13F Entruity Wealth, LLC 16.299 2.576
2026-08-10 13F Lake Street Financial Llc 2.077 0,05 328 6,84
2026-04-13 13F Pettinga Financial Advisors, LLC 71.827 4,21 10.638 7,53
2026-07-21 13F Ifrah Financial Services, Inc. 1.329 210
2026-07-29 13F Robinson Smith Wealth Advisors Llc 5.750 909
2026-08-07 13F Beto Financial Group, Llc 17.417 10,08 2.776 13,12
2026-04-27 13F Smith & Howard Wealth Management, LLC 2.278 19,39 337 23,44
2026-07-28 13F WealthPLAN Partners, LLC 46.309 1,02 7.318 7,79
2026-08-11 13F Mathes Company, Inc. 5.550 5,21 1
2026-07-24 13F Financial Perspectives, Inc 147.002 1,31 23.231 8,10
2026-08-14 13F Jones Financial Companies Lllp 3.335.671 11,72 527.759 21,28
2026-08-06 13F Ptm Wealth Management, Llc 2.819 0,79 457 10,12
2026-08-07 13F Luminist Capital LLC 21.112 3.336
2026-08-14 13F Private Capital Management, LLC 7.616 8,40 1.204 15,67
2026-08-10 13F Arkadios Wealth Advisors 244.299 2,22 38.606 9,08
2026-08-11 13F Bbr Partners, Llc 19.765 3.123
2026-05-29 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 33.592 23,80 4.975 27,73
2026-07-09 13F Procyon Private Wealth Partners, LLC 135.839 6,06 21.467 13,18
2026-07-30 13F Buck Wealth Strategies, LLC 186 29
2026-08-11 13F Regatta Research & Money Management 842 133
2026-08-13 13F Timbuktu Capital Management, LLC 2.379 376
2026-08-13 13F Verity Asset Management, Inc. 14.316 4,96 2.262 11,98
2026-07-27 13F URS Advisory LLC 40.863 10,42 6.458 17,83
2026-08-05 13F Hurlow Wealth Management Group, Inc. 5.307 44,33 839 54,04
2026-08-14 13F Stance Capital Llc 523 0,58 83 6,49
2026-07-22 13F Clarendon Private LLC 1.395 0,58 221 7,32
2026-07-17 13F Hickory Point Bank & Trust 21.539 1,92 3.404 8,76
2026-07-24 13F Future Financial Wealth Managment LLC 1.295 209
2026-08-14 13F Wiley Bros.-aintree Capital, Llc 214.968 8,99 33.981 16,31
2026-07-30 13F Pinnacle Financial Group, LLC / IL 99.482 5,74 15.721 12,84
2026-08-11 13F Brighton Jones Llc 21.185 2,67 3.348 9,52
2026-07-10 13F Arkfeld Wealth Strategies, L.L.C. 3.501 0,55 561 5,26
2026-08-13 13F Silver Grove Financial Group, Inc. 1.214 17,86 192 25,66
2026-08-13 13F Annandale Capital, LLC 164.994 0,61 26 8,33
2026-07-27 13F Key Capital Management, INC 59 1,72 9 12,50
2026-07-24 13F Benjamin Edwards Inc 54.936 10,58 8.682 18,00
2026-07-10 13F Rise Advisors, LLC 1.358 0,30 215 7,00
2026-05-15 13F Trask Adam Roland 360 53
2026-07-28 13F Richard C. Young & CO., LTD. 28.272 0,35 4.468 7,07
2026-08-04 13F Atomi Financial Group, Inc. 11.733 2,64 1.854 9,57
2026-08-10 13F Sweeney & Michel, Llc 37.479 0,40 6.208 8,55
2026-07-31 13F Creekside Partners 13.984 2,09 2.210 8,93
2026-08-04 13F Joel Isaacson & Co., LLC 1.053.342 1,27 166.460 8,06
2026-07-29 13F Cordatus Wealth Management LLC 1.457 230
2026-07-30 13F Zhang Financial LLC 343.695 4,25 54.314 11,24
2026-08-14 13F Raymond James Financial Inc 8.009.206 5,15 1.265.695 12,20
2026-08-06 13F Wealthspan Partners, Llc 48.769 2,58 7.707 9,44
2026-08-13 13F Vanguard National Trust Co 68.302 28,25 10.794 36,85
2026-08-13 13F Markowski Investments 144.471 22.831
2026-08-03 13F AE Wealth Management LLC 48.524 13,32 7.668 20,91
2026-07-15 13F LaFleur & Godfrey LLC 5.759 3,19 910 10,17
2026-08-13 13F Highland Investment Advisors LLC 203 32
2026-08-13 13F Dana Investment Advisors, Inc. 1.594 0,89 252 7,73
2026-08-11 13F NorthRock Partners, LLC 8.029 13,12 1.269 20,65
2026-08-14 13F Cardiff Park Advisors, Llc 12.904 0,50 2.039 7,26
2026-07-29 13F Norden Group Llc 3.729 4,54 589 11,55
2026-07-30 13F Wealthstar Advisors, Llc 3.848 0,10 608 6,85
2026-08-12 13F EP Wealth Advisors, Inc. 161.531 49,16 25.527 59,16
2026-07-15 13F Brookstone Capital Management 138.056 10,82 21.817 18,25
2026-07-22 13F Columbus Macro, LLC 11.068 0,61 1.749 7,37
2026-07-07 13F Inspirion Wealth Advisors, Llc 631.801 7,67 99.976 15,04
2026-07-30 13F Lebenthal Global Advisors, LLC 61.227 1,62 9.676 8,43
2026-08-14 13F Royal Bank Of Canada 2.518.659 1,70 398.023 8,51
2026-07-28 13F Wedbush Securities Inc 12.955 8,01 2 100,00
2026-07-16 13F Zwj Investment Counsel Inc 13.000 3,22 2.054 10,13
2026-07-28 13F Haven Private, LLC 6.049 956
2026-07-09 13F Affiance Financial, LLC 2.151 340
2026-07-07 13F Westmount Partners, LLC 2.888 0,52 456 7,29
2026-07-28 13F Simon Quick Advisors, Llc 28.718 26,70 4.538 35,22
2026-08-14 13F Rockbridge Investment Management, LCC 6.039 0,05 954 6,83
2026-07-15 13F Fifth Third Securities, Inc. 7.998 26,59 1.264 35,19
2026-08-07 13F Macco Financial Group, Inc. 7.211 81,32 1.140 93,71
2026-07-31 13F Fortis Capital Advisors, LLC 3.590 7,81 567 15,01
2026-07-21 13F Midwest Financial Group LLC 2.083 0,34 329 7,17
2026-07-27 13F Opinicus Capital, Inc. 12.772 0,80 2.018 7,57
2026-07-08 13F Atwood & Palmer Inc 2.341 0,56 370 7,27
2026-07-29 13F Impact Partnership Wealth, LLC 1.712 271
2026-07-17 13F Andrews Advisory Associates, LLC 8.677 0,01 1.371 6,78
2026-07-14 13F CWA Asset Management Group, LLC 4.344 69,89 686 81,48
2026-05-01 13F Anchor Investment Management, LLC 11.399 7,96 1.688 11,42
2026-07-13 13F Asempa Wealth Advisors 6.148 0,13 972 6,94
2026-08-13 13F Palladiem, Llc 2.840 449
2026-07-27 13F Gladstone Institutional Advisory LLC 15.551 15,54 2.458 23,28
2026-05-11 13F Citigroup Inc 78.136 17,88 11.572 21,63
2026-07-24 13F Signaturefd, Llc 11.622 2,27 1.837 9,09
2026-07-27 13F Ariston Services Group 158.764 25.090 6,97
2026-07-21 13F Newport Capital Group, LLC 3.059 4,15 483 11,29
2026-07-23 13F Monetary Solutions, Ltd 11.580 51,31 1.830 61,43
2026-08-11 13F Carolina Wealth Management Inc 63.179 9.984
2026-07-20 13F IFP Advisors, Inc 174.068 2,74 27.508 9,63
2026-07-27 13F Allen Capital Group, LLC 44.995 1,45 7.111 8,25
2026-08-07 13F LPL Financial LLC 7.241.202 7,12 1.144.327 14,30
2026-07-27 13F Ellenbecker Investment Group 1.690 5,82 267 13,14
2026-07-24 13F Pillar Financial Advisors, LLC 1 0
2026-07-27 13F Bernardo Wealth Planning LLC 118.550 2,18 18.734 9,03
2026-08-10 13F Basepoint Wealth LLC 854 79,41 135 91,43
2026-05-11 13F Stillwater Wealth Management Group 3.651 61,26 541 66,67
2026-07-23 13F Essex Savings Bank 15.255 2,55 2.411 9,40
2026-07-31 13F Belpointe Asset Management LLC 12.341 16,47 1.951 24,28
2026-08-13 13F Franklin Resources Inc 15.440 0,92 2.440 7,68
2026-08-12 13F Holderness Investments Co 15.245 0,57 2.409 7,35
2026-07-28 13F Wesbanco Bank Inc 18.693 12,32 2.954 19,89
2026-07-23 13F Bensler, LLC 14.882 21,76 2.352 29,89
2026-08-07 13F Diversify Advisory Services, LLC 37.453 139,96 6.095 179,54
2026-08-14 13F Strategic Family Wealth Counselors, L.L.C. 86.065 1,63 13.601 8,44
2026-07-24 13F Fairway Wealth LLC 60 9
2026-07-16 13F David R. Rahn & Associates Inc. 2.038 0,59 322 7,69
2026-07-23 13F Northwest Wealth Advisors, LLC 2.440 0,16 386 6,94
2026-07-14 13F Qrg Capital Management, Inc. 6.211 4,26 982 11,22
2026-08-06 13F Geneos Wealth Management Inc. 84.947 14,43 13.424 22,11
2026-08-04 13F Td Private Client Wealth Llc 2.733 24.745,45 432 43.000,00
2026-07-22 13F Miracle Mile Advisors, LLC 42.899 11,17 6.779 18,62
2026-08-13 13F Panoramic Investment Advisors, Llc 23.474 0,23 3.710 6,95
2026-07-21 13F Harwood Advisory Group, LLC 726 0,28 115 6,54
2026-07-27 13F Raffa Wealth Management, Llc 2.936 0,07 464 6,68
2026-08-13 13F Fiduciary Trust Co 81.316 0,95 12.850 7,72
2026-07-17 13F Fifth Third Wealth Advisors LLC 11.054 10,68 1.747 18,05
2026-05-29 NP GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares 101.016 2,06 14.960 5,32
2026-05-13 13F Jaffetilchin Investment Partners, LLC 10.130 6,96 1.500 10,38
2026-07-07 13F M.e. Allison & Co., Inc. 19.194 0,01 3.033 6,72
2026-08-13 13F Capital Square, LLC 3.860 1,77 622 5,79
2026-07-06 13F CoreCap Advisors, LLC 73.793 4,25 11.662 11,24
2026-07-22 13F Allegheny Financial Group LTD 4.957 30,48 783 39,32
2026-07-27 13F Kroeger Financial Partners 2.180 345
2026-08-11 13F First Bancorp, Inc /ME/ 1.511 239
2026-07-17 13F Farther Finance Advisors, LLC 171.729 2,72 27.138 9,72
2026-08-14 13F Foundations Investment Advisors, LLC 60.715 32,77 9.595 41,67
2026-05-29 NP GPIGX - GuidePath(R) Growth and Income Fund 336.678 2,47 49.862 5,74
2026-08-14 13F Matrix Private Capital Group Llc 2.480 0,04 392 6,54
2026-07-21 13F Auour Investments LLC 17.737 6,27 2.803 13,40
2026-07-27 13F Cullen/frost Bankers, Inc. 21.939 1,37 3.467 8,17
2026-08-10 13F SRS Capital Advisors, Inc. 829.634 1.128,01 131.107 1.210,41
2026-08-10 13F MidAtlantic Capital Management, Inc. 44.330 1,14 7.005 7,92
2026-07-10 13F Cabana Llc 2.715 0,63 429 7,52
2026-05-12 13F Pacific Center for Financial Services 35.262 0,95 5.222 6,07
2026-07-13 13F Olistico Wealth, LLC 365.939 15.052,75 382 6,72
2026-08-11 13F Tritonpoint Wealth, Llc 47.069 1,11 7.438 7,89
2026-07-23 13F Brookwood Investment Group LLC 4.597 10,64 726 18,05
2026-07-16 13F Certified Advisory Corp 122.682 4,18 19.387 11,16
2026-07-27 13F Planning Strategies Inc. 2.107 333
2026-07-07 13F Financial Enhancement Group LLC 15.239 5,63 2.408 7,64
2026-08-13 13F Northwest & Ethical Investments L.P. 78.220 12.361
2026-07-29 13F Accretive Wealth Partners, LLC 120.326 24,72 19.015 33,08
2026-08-13 13F Rockefeller Capital Management L.P. 157.965 8,79 24.963 16,08
2026-08-06 13F Spectrum Wealth Advisory Group, LLC 320 51
2026-07-14 13F Cdm Financial Counseling Services, Inc. 23.768 0,13 3.756 6,83
2026-08-10 13F Liberty Square Wealth Partners Llc 19.402 0,86 3.066 7,65
2026-08-12 13F Harbour Investments, Inc. 101.759 1,29 16.081 8,08
2026-08-12 13F Kirtland Hills Capital Management, Llc 8.452 39,89 1.336 42,93
2026-08-14 13F Perennial Investment Advisors, LLC 6.574 48,13 1.039 57,99
2026-08-14 13F Cresset Asset Management, LLC 157.789 13,28 24.935 20,87
2026-04-08 13F Hardin Capital Partners, LLC 1.399 207
2026-07-10 13F Investors Research Corp 63.877 2,44 10.094 9,30
2026-07-09 13F Hutchens & Kramer Investment Management Group, LLC 1.277 202
2026-08-14 13F Archetype Wealth Partners 125.071 2,54 20 5,56
2026-07-16 13F Crews Bank & Trust 249.044 1,10 39.356 7,88
2026-07-31 13F Diversified Enterprises, LLC 2.190 2,24 346 9,15
2026-07-29 13F Advisory Solutions Group, LLC 1.371 217
2026-07-24 13F TMB Capital Partners, LLC 8.290 0,90 1.310 7,73
2026-07-30 13F truNorth Financial Services, Inc. 90.239 3,01 14.260 9,92
2026-07-17 13F Richardson Capital Management LLC 3.744 0,21 592 6,87
2026-08-13 13F TritonPoint Partners, LLC 47.069 917,93 7.438 987,43
2026-07-17 13F Boston Private Wealth Llc 7.447 1.177
2026-07-21 13F Bay Capital Advisors, LLC 63.487 5,61 10.033 12,68
2026-08-10 13F Richard W. Paul & Associates, LLC 15.110 0,43 2.388 7,14
2026-08-10 13F Savant Capital, LLC 203.652 594,51 32.937 658,57
2026-08-14 13F Cambria Investment Management, L.P. 9.645 1.524
2026-08-14 13F Headinvest, Llc 102.583 0,21 16.211 6,93
2026-07-28 13F Inlight Wealth Management, LLC 1.468 232
2026-07-15 13F Spreng Capital Management, Inc. 81.351 1,75 12.856 8,57
2026-08-12 13F Integrated Wealth Concepts LLC 383.216 64,98 60.559 76,04
2026-07-29 13F Financial Network Wealth Advisors LLC 3.277 1,08 518 7,71
2026-07-16 13F Single Point Partners, LLC 5.730 0,10 906 6,85
2026-08-04 13F Van Diest Capital, LLC 1.450 229
2026-07-23 13F AdvisorNet Financial, Inc 139.834 7,44 22.098 14,64
2026-07-23 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 6.770 1,09 1.094 5,70
2026-06-01 NP WisdomTree Digital Trust - WisdomTree Siegel Moderate Digital Fund 114 34,12 17 33,33
2026-07-20 13F First Horizon Corp 113.455 12,81 17.929 20,38
2026-07-30 13F Bigelow Investment Advisors, LLC 16.173 6,07 2.556 13,15
2026-07-22 13F Hopwood Financial Services, Inc. 1.954 2,09 309 8,83
2026-07-30 13F Claro Advisors LLC 1.394 220
2026-07-30 13F Bailard, Inc. 7.830 39,32 1.237 48,68
2026-08-10 13F Geneva Partners, LLC 5.705 7,02 902 10,01
2026-08-10 13F Bank Julius Baer & Co. Ltd, Zurich 9.000 34,33 1.422 43,35
2026-08-13 13F Marshall Wace, Llp 10.100 1.596
2026-07-16 13F Mraz, Amerine & Associates, Inc. 11.379 0,41 1.798 7,15
2026-07-22 13F Foster Victor Wealth Advisors, LLC 2.797 1,05 448 5,91
2026-07-27 13F Northstar Asset Management Llc 42.395 2,49 6.878 12,26
2026-07-31 13F Manuka Financial, LLC 3.550 0,08 561 6,86
2026-07-30 13F REDW Wealth LLC 1.344 212
2026-08-14 13F Jane Street Group, Llc Put 6.500 3,17 1.027 10,08
2026-08-14 13F Endeavor Private Wealth, Inc. 1.661 4,07 262 11,02
2026-07-14 13F Accurate Wealth Management, LLC 9.476 1.526
2026-04-24 13F Able Wealth Management LLC 1.370 203
2026-06-01 NP EQTYX - WisdomTree Siegel Global Equity Digital Fund 520 11,83 77 16,67
2026-07-27 13F Krilogy Financial LLC 5.610 15,05 886 18,13
2026-08-11 13F Stratos Wealth Partners, LTD. 631.378 0,56 99.777 7,30
2026-07-22 13F Harbor Group, Inc. 1.466 232
2026-07-24 13F Quaker Wealth Management, LLC 179.131 0,58 28.308 7,33
2026-07-27 13F Equity Wealth Partners, LLC 6.606 43,33 1.044 52,93
2026-07-14 13F InvesTrust 15.579 15,70 2.462 23,42
2026-08-10 13F Csenge Advisory Group 2.547 10,40 403 17,89
2026-08-04 13F Black Diamond Financial, LLC 31.375 192,87 4.958 212,61
2026-08-12 13F Index Fund Advisors, Inc. 2.525 3,44 399 10,53
2026-07-30 13F Roundview Capital LLC 17.942 0,09 2.835 6,82
2026-07-15 13F Prospera Financial Services Inc 33.706 3,32 5.338 10,27
2026-09-01 13F/A Citadel Advisors Llc Call 134.200 71,39 21.208 82,88
2026-09-01 13F/A Citadel Advisors Llc Put 51.700 320,33 8.170 348,65
2026-07-22 13F Cornerstone Wealth Management, LLC 16.050 91,30 2.536 104,19
2026-07-27 13F TD Waterhouse Canada Inc. 15.076 0,59 2.386 7,77
2026-08-13 13F Vanguard Advisers Inc 43.064 4,67 6.805 11,69
2026-07-22 13F Kfg Wealth Management, Llc 1.801 0,33 285 7,17
2026-08-05 13F PDS Planning, Inc 5.896 0,34 932 7,01
2026-07-27 13F Sanibel Captiva Trust Company, Inc. 798.906 1,17 126.251 7,95
2026-08-07 13F Focused Alpha, Llc 21.258 5,81 3.359 12,91
2026-07-14 13F BAM Wealth Management, LLC 2.022 9,00 320 16,42
2026-07-20 13F Krs Capital Management, Llc 1.305 206
2026-08-03 13F Croban 49.838 0,82 7.876 7,58
2026-07-29 13F PW Nova Financial Services LLC 1.848 5,66 292 12,74
2026-08-11 13F SHP Wealth Management 7.535 3,80 1.191 10,70
2026-05-18 13F Claris Financial LLC 11.826 9,14 1.751 12,60
2026-08-04 13F Hallmark Capital Management Inc 1.546 403,58 244 442,22
2026-07-24 13F Sonata Capital Group Inc 72.662 5,12 11.483 12,16
2026-08-12 13F Tower Bridge Advisors 10.096 1.595
2026-08-11 13F MONECO Advisors, LLC 9.399 51,47 1.485 61,59
2026-08-05 13F Kmt Wealth Management, Llc 9.070 1.433
2026-08-10 13F MSH Capital Advisors LLC 56.357 12,34 8.906 19,88
2026-08-11 13F First Trust Advisors Lp 21.042 11,71 3.325 19,22
2026-07-21 13F Sage Financial Group Inc 4.144 11,97 655 19,34
2026-08-10 13F Catalyst Investment Management LLC 40.298 29,10 6.368 31,54
2026-08-14 13F Strategic Investment Advisors / MI 3.111 492
2026-08-06 13F ArborFi Advisors, LLC 63.447 4,19 10.027 11,18
2026-05-29 NP John Hancock Hedged Equity & Income Fund 6.306 934
2026-07-09 13F Selby Wealth Management, LLC 42.232 23,04 6.674 31,28
2026-07-29 13F Financial Advisory Service, Inc. 16.915 25,08 2.673 33,52
2026-07-24 13F CRA Financial Services, LLC 13.550 2,48 2.141 9,35
2026-07-07 13F Graves-Light Private Wealth Management, Inc. 181.141 0,06 28.626 6,77
2026-08-14 13F Betterment LLC 30.354 2,35 5 0,00
2026-08-14 13F Pennington Partners & Co., Llc 6.422 18,86 1.015 26,75
2026-06-01 NP LNGVX - WisdomTree Siegel Longevity Digital Fund 140 35,92 21 42,86
2026-07-15 13F Independent Financial Group, Llc 77.062 6,87 12.178 14,04
2026-08-11 13F Disciplined Investors, L.L.C. 23.876 2,60 3.773 9,49
2026-07-16 13F BCS Wealth Management 4.073 41,87 644 51,29
2026-07-22 13F Wealth Dimensions Group, Ltd. 155.902 0,45 24.637 7,19
2026-07-13 13F Optivise Advisory Services LLC 6.654 10,94 1.051 18,36
2026-08-11 13F OneAscent Wealth Management LLC 2.634 416
2026-07-15 13F Approach Retirement Advisors, LLC 2.307 1,23 365 8,01
2026-08-12 13F Us Bancorp \de\ 232.675 1,84 36.770 8,67
2026-07-31 13F Calamos Wealth Management LLC 2.903 2,11 459 8,79
2026-07-21 13F Proathlete Wealth Management Llc 40 2,56 6 20,00
2026-08-10 13F Lbmc Investment Advisors, Llc 184.044 4,89 29.084 11,93
2026-08-06 13F Hartland & Co., LLC 271.152 38,51 42.850 47,79
2026-08-07 13F Burke & Herbert Bank & Trust Co 24.341 3,99 3.847 10,96
2026-07-07 13F Act Wealth Management, Llc 270.374 0,60 42.727 7,34
2026-08-14 13F Aqr Capital Management Llc 476.821 8,41 75.352 15,68
2026-07-23 13F Columbia Advisory Partners Llc 1.450 3,42 229 10,63
2026-07-30 13F Kaizen Financial Strategies 39.687 72,94 6.280 77,90
2026-08-05 13F Sage Mountain Advisors LLC 4.634 10,86 732 18,26
2026-07-09 13F Ferguson Shapiro LLC 1.909 0,63 302 7,50
2026-07-13 13F Wedmont Private Capital 32.269 6,91 5.197 13,22
2026-07-29 13F Chicago Partners Investment Group LLC 29.410 4,17 4.743 8,54
2026-08-06 13F Investment Advisory Group, LLC 189.527 0,86 29.951 7,63
2026-07-23 13F Johnson Investment Counsel Inc 29.760 7,57 4.703 14,77
2026-08-11 13F Godfrey Financial Associates, Inc. 654 1,55 103 8,42
2026-07-31 13F Madrid Wealth Management, LLC 8.382 6,82 1.325 13,94
2026-08-10 13F Level Four Advisory Services, Llc 63.109 8,81 9.973 16,11
2026-08-17 13F WNY Asset Management, LLC 7.839 8,97 1.239 16,24
2026-06-01 NP Tactical Investment Series Trust - Tactical Growth Allocation Fund Class I 570 84
2026-08-05 13F Glassman Wealth Services 16.418 0,15 2.594 6,88
2026-07-15 13F FSM Wealth Advisors, LLC 3.732 0,13 590 6,70
2026-07-21 13F Wealth Management Associates, Inc. 45.408 0,19 7.176 6,90
2026-08-05 13F Stone House Investment Management, LLC 1.769 3,27 280 10,28
2026-08-13 13F Modern Wealth Management, LLC 36.530 609,32 5.773 658,48
2026-08-07 13F Resources Investment Advisors, LLC. 48.916 6,47 7.730 13,61
2026-07-02 13F Collective Family Office Llc 16.828 1,11 2.659 7,91
2026-07-29 13F Bedel Financial Consulting, Inc. 1.824 288
2026-07-13 13F Moisand Fitzgerald Tamayo, LLC 300 50,00 47 62,07
2026-07-29 13F 3Chopt Investment Partners, LLC 9.384 0,09 1.483 6,77
2026-08-19 13F/A Mercer Global Advisors Inc /adv 2.883.738 6,54 455.717 13,69
2026-07-29 13F TCI Wealth Advisors, Inc. 6.872 41,31 1.086 50,83
2026-08-03 13F/A Berkshire Bank 120.424 55,80 19.031 66,26
2026-08-06 13F AlphaCore Capital LLC 4.758 3,17 752 9,96
2026-08-14 13F Empowered Funds, LLC 9.874 1.560
2026-07-23 13F Apollon Financial, LLC 7.428 8,11 1.174 15,34
2026-08-11 13F Cvfg Llc 2.358 0,43 373 7,20
2026-08-06 13F Buckingham Strategic Partners 65.154 17,15 10.296 25,04
2026-08-10 13F Tidemark, LLC 980 56,30 155 67,39
2026-07-07 13F McNaughton Wealth Management, LLC 34.381 1,60 5.433 8,42
2026-07-09 13F Infinity Wealth Counsel, LLC 29.725 2,87 4.697 9,77
2026-08-07 13F UNIVEST FINANCIAL Corp 1.269 201
2026-07-09 13F Wealthcare Capital Partners, LLC 60.963 5,41 9.634 12,47
2026-07-15 13F Matrix Asset Advisors Inc/ny 110.817 6,43 17.512 13,57
2026-08-05 13F Pinnacle Wealth Management Advisory Group, LLC 312.243 1,74 49.344 8,56
2026-08-12 13F Round Rock Advisors, LLC 324.884 3,83 51.341 10,79
2026-08-12 13F GWM Advisors LLC 342.284 54.091
2026-07-09 13F Magnus Financial Group LLC 8.829 0,31 1.395 7,06
2026-08-06 13F Global Retirement Partners, LLC 87.342 4,79 13.803 15,38
2026-07-08 13F Everhart Financial Group, Inc. 1.678 0,36 265 7,29
2026-07-30 13F Signature Equity Partners, LLC 1.856 1,64 293 8,52
2026-08-05 13F Moran Wealth Management, LLC 10.652 24,57 1.683 32,94
2026-08-10 13F Semus Wealth Partners LLC 3.741 0,43 591 7,26
2026-08-03 13F Wsfs Capital Management, Llc 124.578 1,96 19.687 8,80
2026-08-06 13F Winch Advisory Services, LLC 2.153 0,51 340 7,26
2026-08-13 13F SWAN Capital LLC 115.374 9,52 18.233 16,86
2026-07-31 13F Daiwa Securities Group Inc. 2.602 16,32 411 24,17
2026-09-02 13F Range Advisory, LLC 9.461 11,66 1.495 19,22
2026-07-20 13F Selective Wealth Management, Inc. 2.682 0,04 430 3,62
2026-08-03 13F Summit Global Investments 1.777 27,84 0
2026-07-08 13F West Financial Advisors, LLC 427 113,50 67 131,03
2026-08-03 13F Next Capital Management LLC 8.505 3,81 1.344 10,80
2026-04-29 13F Skopos Labs, Inc. 2.054 304
2026-08-11 13F LaSalle St. Investment Advisors, LLC 9.244 0,03 1.461 6,73
2026-08-07 13F Tide Cove Capital Partners LLC 52.020 0,79 8.599 7,68
2026-08-07 13F Covestor Ltd 11.510 1,02 2 0,00
2026-07-31 13F Helen Stephens Group, LLC 3.785 0,08 598 6,79
2026-05-14 13F Mill Creek Capital Advisors, LLC 26.591 0,45 3.938 3,66
2026-07-24 13F DHJJ Financial Advisors, Ltd. 801 0,12 127 6,78
2026-08-13 13F Consultiva Wealth Management, Corp. 22.803 0,20 3.604 6,91
2026-09-02 13F/A Allianz Asset Management GmbH 47 4,44 7 16,67
2026-08-13 13F Aldebaran Financial Inc. 5.175 0,06 818 6,80
2026-08-14 13F Wells Fargo & Company/mn 6.100.827 0,16 964.114 6,87
2026-07-23 13F Carroll Advisory Group, LLC 2.746 25,22 434 33,64
2026-08-13 13F Steward Partners Investment Advisory, Llc 517.115 0,07 81.720 6,78
2026-08-05 13F Thrive Capital Management, LLC 17.756 0,27 2.806 7,02
2026-07-27 13F Tilson Financial Group, Inc. 62.351 0,39 9.853 7,12
2026-07-20 13F/A Merit Financial Group, LLC 294.968 1,40 46.614 8,19
2026-04-22 13F Financially in Tune, LLC 58.813 4,86 8.710 8,21
2026-08-11 13F Wealthspire Advisors, LLC 143.339 4,67 22.652 11,69
2026-04-08 13F Sandbox Financial Partners, LLC 4.750 1,34 703 4,61
2026-07-24 13F Charter Capital Management, LLC\DE 209.887 1,96 33.168 8,79
2026-08-14 13F Regal Investment Advisors LLC 25.908 22,69 4.094 30,92
2026-07-15 13F First PREMIER Bank 93.274 115,65 15 133,33
2026-08-13 13F Federation des caisses Desjardins du Quebec 20.797 3,11 3.287 10,01
2026-07-21 13F Schaper Benz & Wise Investment Counsel Inc/wi 1.572 248
2026-07-15 13F MBL Wealth, LLC 1.580 7,05 250 14,22
2026-07-23 13F Welch Group, LLC 7.526 8,21 1.189 15,44
2026-08-07 13F Mml Investors Services, Llc 627.405 20,07 99.149 28,12
2026-05-28 NP TBFC - The Brinsmere Fund - Conservative ETF 57.582 25,29 8.528 29,28
2026-07-31 13F Integrity Alliance, Llc. 55.688 9,91 8.800 17,29
2026-07-24 13F Lpwm Llc 1.320 209
2026-08-05 13F Caldwell Securities, Inc 2.207 23,16 349 35,41
2026-07-07 13F Armis Advisers, LLC 25.611 5,66 4.101 8,72
2026-07-21 13F Marshall & Sterling Wealth Advisors Inc. 561 0,18 89 7,32
2026-08-10 13F Balboa Wealth Partners 11.240 4,94 1.776 11,98
2026-08-10 13F Mmbg Investment Advisors Co. 4.243 11,51 671 19,01
2026-07-17 13F Forza Wealth Management, LLC 28.747 0,23 4.543 6,95
2026-08-13 13F Green Harvest Asset Management LLC 1.923 15,50 304 23,17
2026-08-14 13F Thrivent Financial For Lutherans 75.000 0,09 12 0,00
2026-08-14 13F Old Mission Investment Co LLC 6.381 1.008
2026-07-27 13F Kingswood Wealth Advisors, Llc 54.906 0,28 8.677 7,01
2026-07-28 13F Heritage Wealth Management, Inc. 2.635 416
2026-07-29 13F USAdvisors Wealth Management, LLC 2.228 0,63 0
2026-07-23 13F PFG Investments, LLC 42.748 3,03 6.755 9,94
2026-07-23 13F Turning Point Benefit Group, Inc. 8.035 50,13 1.270 59,75
2026-04-29 NP AVTM - Avantis Total Equity Markets ETF 1.013 157
2026-07-24 13F Trinity Legacy Partners, LLC 11.906 0,38 1.915 5,45
2026-08-06 13F Simplicity Wealth,LLC 86.122 35,34 13.610 44,41
2026-08-10 13F Everest Financial Group LLC 4.755 2,72 751 9,64
2026-08-14 13F Davis R M Inc 2.563 2,73 405 9,76
2026-08-14 13F Tradewinds, LLC. 317 1.986
2026-08-11 13F Advisors Capital Management, LLC 30.489 2,25 4.818 9,10
2026-08-10 13F Cassaday & Co Wealth Management LLC 4.109 14,97 649 22,68
2026-07-16 13F Hengehold Capital Management Llc 4.408 4,78 697 11,72
2026-07-14 13F National Asset Management, Inc. 24.563 142,14 3.892 163,80
2026-07-22 13F Caliber Wealth Management, LLC / KS 1.680 16,75 265 24,41
2026-07-22 13F Virginia Wealth Management Group, Inc. 1.436 227
2026-07-09 13F Sax Wealth Advisors, Llc 6.819 5,36 1.010 8,73
2026-08-05 13F Fusion Capital, LLC 5.145 3,81 813 10,78
2026-08-14 13F MAI Capital Management 140.259 28,38 22.165 36,99
2026-07-09 13F Sherman Wealth Management LLC 52.428 0,85 8.285 7,63
2026-08-12 13F Downshift Financial, LLC 503 80
2026-07-09 13F Allied Private Wealth LLC 2.549 407
2026-08-12 13F Cetera Investment Advisers 2.823.051 4,56 446.127 11,57
2026-07-28 13F WealthPlan Investment Management, LLC 1.947 0,36 308 6,97
2026-07-23 13F Sawyer & Company, Inc 100 16
2026-08-11 13F Greenspring Advisors, LLC 1.803 0,06 285 6,77
2026-08-13 13F Vickerman Investment Advisors, Inc. 44.374 154,35 7.012 171,47
2026-08-07 13F CVA Family Office, LLC 75.888 27,78 11.993 36,35
2026-08-05 13F Collaborative Wealth Managment Inc. 8.640 0,33 1.365 7,06
2026-08-05 13F VeraBank, N.A. 20.938 0,45 3.309 7,16
2026-08-10 13F V2 Financial group LLC 6.606 6,55 1.044 13,62
2026-08-14 13F Pinnacle Financial Partners, Inc. 185.047 2,16 29.243 9,01
2026-07-24 13F MBE Wealth Management, LLC 4.127 4,22 652 11,26
2026-07-09 13F Mayflower Financial Advisors, LLC 15.052 26,25 2.379 34,73
2026-08-14 13F Larson Financial Group LLC 22.102 1,26 3.493 8,04
2026-07-24 13F Parsons Capital Management Inc/ri 37.679 3,82 5.954 10,79
2026-07-28 13F Private Trust Co Na 23.510 39,88 3.715 49,26
2026-08-14 13F COFG Advisors, LLC 14.435 3,03 2.281 9,98
2026-06-29 NP BRES - Burney U.S. Equity Select ETF 113 18
2026-08-03 13F SWS Partners 4.280 0,33 676 7,13
2026-08-05 13F Allen Investment Management LLC 268.026 63,22 42.356 74,17
2026-08-12 13F Advisory Services Network, LLC 60.292 5,34 9.528 12,41
2026-08-12 13F Ballast Advisors Llc 904 4,15 143 10,94
2026-07-13 13F Red Door Wealth Management, LLC 12.471 0,51 1.971 7,24
2026-07-15 13F Tectonic Advisors Llc 1.400 221
2026-07-01 13F CX Institutional 33.267 1,42 5 25,00
2026-08-10 13F Essex Financial Services, Inc. 172.522 0,55 27.264 7,29
2026-08-10 13F Measured Wealth Private Client Group, LLC 178.824 10,81 28.260 18,24
2026-07-16 13F San Luis Wealth Advisors LLC 5.122 0,63 809 7,44
2026-08-13 13F Dearborn Partners Llc 6.400 100,00 980 106,98
2026-08-14 13F Wealth Watch Advisors, INC 1.448 229
2026-08-03 13F WASHINGTON TRUST Co 223.282 0,01 35.285 6,72
2026-07-17 13F Winthrop Advisory Group LLC 8.095 72,42 1.279 84,03
2026-07-16 13F Finward Bancorp 9.958 3,59 1.574 10,54
2026-08-14 13F Financial Engines Advisors L.L.C. 15.978 5,17 2.525 12,18
2026-08-14 13F Yukon Wealth Management, Inc. 27.154 4.291
2026-07-27 13F Walkner Condon Financial Advisors LLC 13.371 1,13 2.113 7,92
2026-08-03 13F Summit Wealth Partners, LLC 77.091 0,78 12.183 7,54
2026-08-13 13F GDS Wealth Management 3.659 6,74 578 14,00
2026-07-27 13F MOKAN Wealth Management Inc. 12.848 2,67 2.029 9,44
2026-07-15 13F Blake Schutter Theil Wealth Advisors, LLC 37.645 51,41 5.949 61,57
2026-07-28 13F Baker Avenue Asset Management, LP 3.244 34,66 513 43,82
2026-08-03 13F Laraway Financial Inc 3.938 3,09 622 10,09
2026-08-14 13F J Hagan Capital, Inc. 15.252 8,16 2.410 15,42
2026-07-01 13F Global Wealth Strategies & Associates 1.306 34,92 206 44,06
2026-07-28 13F Canal Capital Management, LLC 2.548 0,59 403 7,20
2026-08-10 13F TIAA Wealth Investment Management LLC 1.146 38,07 182 50,83
2026-04-08 13F Canandaigua National Corp 3.383 501
2026-07-24 13F Fiduciary Advisors, Inc. 31.147 1,98 4.922 8,82
2026-08-14 13F Ruggiero Investments, Inc. 2.271 0,09 359 6,55
2026-08-06 13F Joseph Group Capital Management 14.496 0,43 2.291 7,16
2026-07-24 13F Keeler & Nadler Financial Planning & Wealth Management 1.579 0,45 250 7,33
2026-08-11 13F Arthur M. Cohen & Associates, Llc 498.844 414,26 15.620 8,84
2026-07-07 13F GK Wealth Management LLC 1.284 203
2026-08-06 13F Bank of New York Mellon Corp 171.395 10,11 27.086 17,49
2026-07-13 13F Armstrong Advisory Group, Inc 33.189 3,66 5.245 10,61
2026-07-15 13F Register Financial Advisors LLC 5.955 2,58 941 9,55
2026-07-23 13F Innovative Wealth Building LLC 3.795 6,81 600 13,88
2026-04-08 13F Arlington Trust Co LLC 457.412 5,24 67.743 8,60
2026-08-07 13F Citizens Financial Group Inc/ri 24.566 16,12 3.882 23,91
2026-08-07 13F Fairscale Capital, LLC 11.284 14,18 1.783 21,87
2026-08-14 13F Glen Eagle Advisors, LLC 30.464 0,19 4.814 6,91
2026-07-24 13F Marino, Stram & Associates Llc 567.525 1,39 89.686 8,18
2026-08-12 13F Northwestern Mutual Wealth Management Co 381.117 10,25 60.228 17,64
2026-08-13 13F Allspring Global Investments Holdings, LLC 309 161,86 49 188,24
2026-07-01 13F Noble Wealth Management PBC 580 0,69 92 7,06
2026-08-06 13F Birchcreek Wealth Management, LLC 9.734 0,71 1.538 7,48
2026-07-13 13F Rockwood Wealth Management, LLC 3.519 142,36 556 158,60
2026-08-13 13F Fidelis Capital Partners, LLC 14.080 0,14 2.225 6,87
2026-07-07 13F Harbor Investment Advisory, Llc 22.499 0,33 3.556 7,08
2026-08-06 13F Plante Moran Financial Advisors, LLC 11.549 1,39 1.825 8,18
2026-08-12 13F Jpmorgan Chase & Co 5.526.857 1,34 875.731 10,37
2026-07-13 13F Perennial Advisors, LLC 1.881 297
2026-08-06 13F Birchwood Financial Partners, Inc. 201 48,89 32 63,16
2026-07-31 13F Opus Capital Group, LLC 215.320 1,40 34 9,68
2026-07-24 13F Avidian Wealth Solutions, LLC 17.442 4,54 2.756 11,58
2026-07-29 13F High Net Worth Advisory Group LLC 104.430 0,41 16.503 7,14
2026-08-17 13F Hayek Kallen Investment Management 26.407 17,52 4 33,33
2026-08-13 13F Captrust Financial Advisors 951.013 11,02 150.289 18,47
2026-07-14 13F Cardinal Point Capital Management, ULC 2.203 1,85 348 8,75
2026-08-11 13F Mayfair Advisory Group, LLC 5.113 0,14 829 9,66
2026-07-28 13F Red Crane Wealth Management, Llc 1.798 0,45 284 7,17
2026-07-29 13F Challenger Wealth Management 1.535 243
2026-07-15 13F RFG Advisory, LLC 39.022 10,99 6.167 18,44
2026-07-24 13F Farmers & Merchants Trust Co of Chambersburg PA 16 0
2026-07-10 13F Hrc Wealth Management, Llc 3.368 14,83 532 22,58
2026-04-20 13F Kestra Private Wealth Services, Llc 60.454 2,17 8.953 5,44
2026-07-29 13F Ipsen Advisor Group LLC 4.259 0,50 673 7,34
2026-08-03 13F Northstar Group, Inc. 21.537 0,33 3.404 7,05
2026-08-07 13F Sigma Planning Corp 29.969 10,86 4.736 18,31
2026-07-27 13F Clear Creek Financial Management, LLC 8.178 13,52 1.292 21,20
2026-08-07 13F Ogorek Anthony Joseph /ny/ /adv 1.709 31,77 0
2026-08-14 13F Warren Averett Asset Management, LLC 544.941 24,70 86.117 33,06
2026-08-06 13F Valmark Advisers, Inc. 272.000 3,42 42.984 10,35
2026-07-23 13F Tradewinds Capital Management, LLC 342 0,59 54 8,00
2026-08-13 13F Maloon Powers Pitre Higgins & Dennehy, LLC 51.857 8.195
2026-08-12 13F Summit Financial, LLC 156.108 5,65 24.670 12,73
2026-07-14 13F City State Bank 65.858 0,43 10.408 7,17
2026-07-15 13F Keudell/Morrison Wealth Management 73.504 0,57 11.616 7,32
2026-07-28 13F Family Wealth Group, LLC 5.679 35,83 897 44,91
2026-08-11 13F Thoroughbred Financial Services, Llc 17.145 0,33 3 0,00
2026-07-21 13F Vision Retirement, LLC 60.356 0,89 9.538 7,65
2026-07-15 13F Cornell Pochily Investment Advisors, Inc. 30.330 0,15 4.793 6,87
2026-08-11 13F Maripau Wealth Management Llc 2.982 13,82 471 21,39
2026-08-13 13F Mason Investment Advisory Services, Inc. 4.973 13,44 786 20,96
2026-08-03 13F Pacitti Group Inc. 57.830 1,50 9.139 8,30
2026-08-10 13F Fiduciary Group LLC 51.946 3,40 8.209 10,35
2026-08-05 13F Eukles Asset Management 19.253 2,01 3.043 8,84
2026-07-31 13F Napier Financial, LLC 933 27,29 147 36,11
2026-07-23 13F Tme Financial, Inc. 13.292 6,87 2.100 14,01
2026-08-14 13F Advisor Group Holdings, Inc. 1.623.862 17,26 256.697 25,13
2026-08-10 13F Tennessee Valley Asset Management Partners 2.022 0,15 319 7,05
2026-07-14 13F Yarger Wealth Strategies, Llc 76.504 3,04 12.322 12,05
2026-07-06 13F Private Client Services, Llc 4.222 2,38 667 9,34
2026-07-21 13F YANKCOM Partnership 51 8
2026-08-12 13F Hill Investment Group Partners, LLC 1.929 305
2026-08-05 13F Gwn Securities Inc. 6.562 0,06 1.037 6,80
2026-08-03 13F Alexander Labrunerie & Co., Inc. 46.879 213,01 7.408 233,99
2026-08-05 13F Meridian Wealth Management, LLC 35.745 1,59 5.648 8,39
2026-07-28 13F Gilbert & Cook, Inc. 1.292 204
2026-07-09 13F DiPaolo Financial Group, Inc. 5.030 3,26 795 10,12
2026-07-21 13F Wilkins Miller Wealth Management, LLC 25.752 4,49 4.070 11,51
2026-07-31 13F Stony Point Wealth Management Inc. 39.683 5,87 6.271 12,97
2026-08-13 13F Hantz Financial Services, Inc. 4.575 0,44 1
2026-05-13 13F Gibbs Wealth Management 1.889 280
2026-08-14 13F Element Wealth, LLC 4.550 2,59 719 9,60
2026-08-14 13F Jupiter Topco LLC 15.172 2.398
2026-07-24 13F Sage Financial Management Group, Inc. 65.086 0,71 10.286 7,46
2026-07-20 13F Opal Wealth Advisors, LLC 1.708 23,32 270 31,22
2026-08-07 13F Lido Advisors, LLC 270.440 4,63 42.738 11,65
2026-08-05 13F WPG Advisers, LLC 1.509 7,56 238 14,98
2026-07-22 13F Investment Management Corp /va/ /adv 18.526 2,12 2.928 8,97
2026-07-31 13F Castle Wealth Management Llc 2.651 0,08 419 6,63
2026-07-15 13F Joule Financial, LLC 1.403 0,07 222 6,76
2026-07-30 13F Commons Capital, Llc 1.650 261
2026-07-30 13F Altfest L J & Co Inc 2.020 3,27 319 10,38
2026-07-20 13F Horizon Financial Services, Llc 38 6
2026-07-21 13F Founders Capital Management 1.817 0,22 287 7,09
2026-07-23 13F West Bancorporation Inc 94.584 6,82 14.947 13,99
2026-07-10 13F Adirondack Capital Advisors, LLC 71.527 14,82 11.303 22,51
2026-07-29 13F HB Wealth Management, LLC 92.432 5,09 14.607 12,15
2026-08-03 13F Oakmont Advisory Group, LLC 6.989 10,17 1.104 17,57
2026-08-11 13F Rasp Wealth Solutions, Llc 7.888 1.247
2026-08-05 13F Financial Freedom, LLC 1.786 0,34 282 7,22
2026-07-27 13F Venture Visionary Partners LLC 224.177 0,43 35.427 7,16
2026-07-29 13F Sovran Advisors, LLC 6.264 2,14 1.026 6,43
2026-07-22 13F Confluence Wealth Services, Inc. 25.259 2,45 3.992 9,31
2026-07-23 13F R2 Capital Strategies, LLC 78.303 12.374
2026-07-31 13F TCG Advisory Services, LLC 36.485 17,44 5.766 25,30
2026-08-13 13F Fortress Wealth Group, LLC 3.860 0,52 626 9,82
2026-08-04 13F Cascade Financial Partners, LLC 48.901 0,52 7.728 7,24
2026-08-12 13F Advance Capital Management, Inc. 5.333 9,73 843 17,11
2026-07-24 13F Bogart Wealth, LLC 8.989 2,79 1.420 9,65
2026-08-14 13F Greenline Partners, LLC 2.102 0,05 332 6,75
2026-08-04 13F LOM Asset Management Ltd 7.580 0,80 1.198 7,55
2026-08-06 13F Northstar Financial Companies, Inc. 8.439 42,62 1.334 52,17
2026-08-14 13F Sequent Planning LLC 1.948 31,00 308 39,55
2026-08-13 13F Strategic Advocates LLC 3.125 90,32 494 102,88
2026-08-14 13F Granite Bay Wealth Management, LLC 2.784 0
2026-07-07 13F Elmwood Wealth Management, Inc. 2.093 6,19 331 13,40
2026-08-07 13F BlackRock, Inc. 109.557 3,75 17.313 10,70
2026-08-10 13F Florida Financial Advisors, Llc 5.178 18,25 818 26,23
2026-08-11 13F Atlantic Union Bankshares Corp 3.845 16,20 608 23,88
2026-07-23 13F StrongBox Wealth, LLC 26.890 0,75 4.250 7,52
2026-07-09 13F Kastel Capital Advisors, LLC 12.734 3,48 1.886 6,74
2026-08-06 13F Berkeley Capital Partners, LLC 218.601 2,24 34.546 9,10
2026-08-11 13F SNS Financial Group, LLC 72.828 3.445,67 11.509 3.685,53
2026-07-31 13F Evergreen Wealth Management, LLC 72.610 2,01 11.475 8,85
2026-07-20 13F Park Avenue Securities Llc 96.413 3,48 15 15,38
2026-07-09 13F Eagle Wealth Strategies Llc 2.696 0,15 426 7,04
2026-08-11 13F Mitchell Mcleod Pugh & Williams Inc 4.148 0,58 655 7,38
2026-07-28 13F Phillip James Consulting Co. 286 45
2026-08-13 13F Coco Enterprises, LLC 164.700 0,54 26.074 7,29
2026-07-28 13F Lantern Wealth Advisors, LLC 4.856 1,38 767 8,18
2026-08-04 13F Petix & Botte Co 23.410 84,11 3.700 -1,78
2026-08-14 13F Pointe Capital Management LLC 98.634 1,15 15.587 7,93
2026-08-03 13F One Day In July LLC 748.425 2,37 118.274 9,24
2026-07-07 13F SigFig Wealth Management, LLC 6.743 11,38 1.068 19,20
2026-07-17 13F Heartwood Wealth Advisors LLC 277.781 3,29 43.898 10,22
2026-08-11 13F Nuveen, LLC 3.389 535
2026-08-12 13F Ambassador Advisors, LLC 35.776 125,16 5.654 140,25
2026-07-17 13F McClarren Financial Advisors, Inc. 11.729 1,31 1.854 8,11
2026-08-07 13F Mw Advisory, Llc 11.462 1.811
2026-07-15 13F Guardian Financial Partners, LLC 53.912 3,11 8.520 10,02
2026-07-17 13F West Paces Advisors Inc. 948 150
2026-07-13 13F Gradient Capital Advisors, LLC 5.309 0,04 839 6,75
2026-07-24 13F Arq Wealth Advisors, Llc 6.861 1.109
2026-06-29 NP HECA - Hedgeye Capital Allocation ETF 144.705 22.746
2026-07-09 13F Seacrest Wealth Management, Llc 4.413 1,19 697 8,06
2026-08-13 13F Paces Ferry Wealth Advisors, Llc 6.061 5,56 958 12,59
2026-08-14 13F Bradley Foster & Sargent Inc/ct 12.118 0,51 1.915 7,28
2026-08-11 13F C M Bidwell & Associates Ltd 10.779 4,53 1.703 11,53
2026-08-11 13F Bernicke Wealth Management, Ltd. 2.304 7,97 364 15,19
2026-08-14 13F Df Dent & Co Inc 10.213 3,03 1.614 9,88
2026-08-10 13F BKD Wealth Advisors, LLC 84.630 4,31 13.374 11,30
2026-08-11 13F Cornerstone Financial Group, LLC /NE/ 2.985 0,51 472 1,51
2026-04-24 13F Charter Oak Capital Management, LLC 37.278 54,26 5.521 59,17
2026-08-13 13F Northwest Quadrant Wealth Management, LLC 1.414 0,64 223 7,21
2026-08-13 13F Mosaic Financial Group, Llc 3.862 0,13 1
2026-07-23 13F Nations Financial Group Inc, /ia/ /adv 132.109 0,35 20.877 7,08
2026-08-10 13F Schiavi & Co LLC 4.763 29,04 468 -14,47
2026-07-27 13F Hilton Head Capital Partners, LLC 3.221 0,44 509 7,38
2026-07-31 13F Firestone Capital Management 2.475 0,45 391 7,42
2026-08-14 13F Wimmer Associates 1, Llc 9.520 9,36 1.505 16,68
2026-07-24 13F AlphaCentric Advisors LLC 3.106 0,32 491 6,99
2026-07-23 13F Tanager Wealth Management LLP 2.884 65,37 456 76,36
2026-08-14 13F Gts Securities Llc 20.087 3.174
2026-08-04 13F Noble Family Wealth, LLC 3.309 17,76 523 25,48
2026-07-15 13F Cathy Pareto & Associates, Inc 3.129 0,55 495 7,39
2026-08-14 13F Point72 Asset Management, L.P. 545 86
2026-08-06 13F Argent Trust Co 8.602 28,06 1.359 36,72
2026-07-13 13F DAVENPORT & Co LLC 352.667 5,17 55.732 12,22
2026-08-05 13F Fifth Third Bancorp 237.153 0,13 37.477 6,85
2026-07-14 13F Mountain Capital Investment Advisors, Inc 1.762 278
2026-07-21 13F Legacy Financial Strategies, LLC 3.730 160,84 589 179,15
2026-08-12 13F Colony Group, LLC 567.493 8,86 89.681 19,87
2026-08-12 13F Bessemer Group Inc 146.661 7,07 23 15,00
2026-08-05 13F Mullooly Asset Management, Inc. 3.318 25,49 524 34,02
2026-08-03 13F Fountainhead AM, LLC 6.036 1.644,51 954 1.768,63
2026-08-07 13F Wealthfront Advisers Llc 23.295 7,40 3.681 14,60
2026-08-14 13F Nemes Rush Group LLC 241 2,12 38 11,76
2026-07-15 13F City National Bank Of Florida /msd 1.798 284
2026-08-14 13F Synergy Investment Management, LLC 653 19,60 104 28,75
2026-07-20 13F Triumph Capital Management 4.210 0,60 665 7,43
2026-08-14 13F Alongside, Llc 1.302 206
2026-08-13 13F Neuberger Berman Group LLC 20.686 1,18 3.269 7,99
2026-08-14 13F Laird Norton Trust Company, Llc 13.552 2,79 2.142 9,68
2026-07-28 13F Meramec Financial Planners, LLC 2.147 5,14 349 10,44
2026-07-06 13F Trilogy Capital Inc. 14.581 25,70 2.304 34,19
2026-07-21 13F Cyndeo Wealth Partners, LLC 3.584 22,53 566 30,72
2026-04-07 13F U.S. Capital Wealth Advisors, LLC 11.314 3,08 1.676 6,35
2026-07-29 13F Keystone Financial Group 30.136 72,69 4.762 84,29
2026-08-11 13F Nicolet Bankshares Inc 9.995 1,44 1.597 9,54
2026-07-23 13F Griffin Asset Management, Inc. 1.328 210
2026-07-24 13F Leelyn Smith, LLC 65.340 0,99 10.326 7,77
2026-07-22 13F IFG Advisors, LLC 86.797 30,50 13.717 39,25
2026-07-28 13F Paragon Private Wealth Management, LLC 1.941 0,05 307 6,62
2026-08-06 13F Greenhouse Wealth Management, LLC 7.238 0,51 1.144 7,22
2026-08-03 13F Lowe Brockenbrough & Co Inc 1.330 210
2026-07-27 13F Lynx Investment Advisory 18.996 0,91 3.002 7,68
2026-08-03 13F Pinnacle Associates Ltd 556.485 1,04 87.941 7,81
2026-07-21 13F J.w. Cole Advisors, Inc. 48.905 7.728
2026-08-11 13F Advisory Alpha, LLC 3.286 0,74 520 7,45
2026-08-14 13F D. E. Shaw & Co., Inc. 30.294 4.787
2026-08-12 13F Constant Guidance Financial LLC 4.017 8,16 635 15,27
2026-08-06 13F Capital Investment Advisors, LLC 21.059 9,17 3.328 16,49
2026-08-06 13F SOUTH STATE Corp 13.028 3,02 2.059 9,94
2026-08-10 13F Agf Management Ltd 35.466 2,61 5.605 9,47
2026-07-30 13F Purkiss Capital Advisors LLC 8.289 41,40 1.310 50,81
2026-07-30 13F CWS Financial Advisors, LLC 1.863 21,45 294 29,52
2026-07-31 13F W Advisors, Llc 13.764 1,34 2.175 8,16
2026-08-14 13F Per Stirling Capital Management, LLC. 3.783 13,64 598 21,10
2026-08-10 13F First American Trust, Fsb 9.137 2,33 1.444 9,15
2026-08-10 13F Retiremitten Financial Llc 205.468 7,46 32.470 14,66
2026-08-07 13F Vantus Wealth LLC 2.172 4,67 343 15,49
2026-07-24 13F Tenon Financial LLC 6.356 149,16 1.004 166,31
2026-07-08 13F Lexington Hill Partners, LLC 1.333 211
2026-07-10 13F Taylor & Morgan Wealth Management, LLC 6.939 0,54 1.097 7,24
2026-07-28 13F Green Square Capital Advisors Llc 5.468 0,50 864 7,33
2026-04-24 NP XCHG - AB US Equity ETF 976 151
2026-07-29 13F Root Financial Partners, LLC 11.776 1,46 1.861 8,27
2026-08-04 13F REAP Financial Group, LLC 174 56,76 28 68,75
2026-08-04 13F Juno Financial Group LLC 161.288 37,34 25.488 46,56
2026-08-05 13F BG Investment Services, Inc. 8.078 8,11 1.277 15,37
2026-08-13 13F RMG Wealth Management LLC 18 3
2026-07-29 13F Galvin, Gaustad & Stein, LLC 2.164 14,44 342 21,79
2026-08-13 13F Change Path, LLC 133.987 56,30 21.174 66,79
2026-07-16 13F/A Relyea Zuckerberg Hanson LLC 19.013 236,39 3.005 258,90
2026-08-04 13F Signal Advisors Wealth, LLC 8.436 5,04 1.333 12,11
2026-07-31 13F Zullo Investment Group, Inc. 2.175 344
2026-07-21 13F Foguth Wealth Management, LLC. 2.659 0,19 424 0,24
2026-07-24 13F Fortis Group Advisors, LLC 4.448 98,57 703 112,08
2026-08-11 13F Rakuten Securities, Inc. 2.107 111,33 333 125,85
2026-08-06 13F Leeward Financial Partners, LLC 1.326 210
2026-07-31 13F Private Management Group Inc 1.486 6,37 235 13,59
2026-08-10 13F WESPAC Advisors, LLC 4.222 93,23 667 106,50
2026-08-14 13F Barclays Plc 400 61,29 63 103,23
2026-07-29 13F Cornerstone Planning Group LLC 1.674 0,48 271 3,85
2026-08-12 13F Intellus Advisors LLC 1.419 224
2026-07-28 13F Institute for Wealth Management, LLC. 2.712 4,71 429 11,75
2026-08-11 13F Causey Wealth LLC 105.102 2,46 16.609 9,33
2026-08-10 13F Great Valley Advisor Group, Inc. 23.324 1,66 3.686 8,48
2026-08-12 13F Ironsides Asset Advisors, LLC 33.240 0,02 5.253 6,70
2026-07-13 13F Howland Capital Management Llc 16.694 0,04 2.638 6,76
2026-07-06 13F Stonebridge Financial Group, LLC 8.641 3,13 1.365 10,08
2026-08-10 13F Regions Financial Corp 219.439 2,14 34.678 8,99
2026-08-07 13F Schuylkill Financial LLC 24.636 3.893
2026-07-21 13F Evolution Wealth Management Inc. 1.219 30,37 193 39,13
2026-07-27 13F Mather Group, Llc. 14.979 12,79 2.367 20,40
2026-08-07 13F SILVER OAK SECURITIES, Inc 1.678 27,99 265 36,60
2026-04-27 13F Reynders McVeigh Capital Management, LLC 2.314 0
2026-08-12 13F Prairie Wealth Advisors, Inc. 0 461 6,73
2026-08-05 13F Janney Montgomery Scott LLC 1.958.777 0,46 310 7,29
2026-08-10 13F/A Tudor Financial Inc. 3.326 10,83 526 18,24
2026-07-20 13F PFS Partners, LLC 80 1,27 13 9,09
2026-07-29 13F Cornerstone Advisory, LLC 381.419 7,83 60.276 15,06
2026-07-23 13F Dickmeyer Boyce Financial Management, Inc. 42.146 3,99 6.660 10,96
2026-08-04 13F Bauman Advisory Group, LLC 1.729 273
2026-08-14 13F Sei Investments Co 292.707 46.256
2026-08-25 13F Kingsbury Capital Investment Advisors LLC 9.070 18,36 1.433 26,37
2026-05-14 13F Cwm, Llc 71.937 0,69 10.654 106.430,00
2026-08-11 13F Fca Corp /tx 12.253 1,84 1.936 8,70
2026-07-16 13F Capital Advisors, Ltd. LLC 7.669 6,94 1 0,00
2026-07-30 13F Cambridge Capital Management, Llc 23.050 0,16 3.643 6,87
2026-08-07 13F Harborfront Financial Group LLC 831 131
2026-08-07 13F Graney & King, LLC 419 0,24 66 8,20
2026-06-25 NP HF - DGA Absolute Return ETF 6.363 1.000
2026-08-11 13F Clark Capital Management Group, Inc. 9.759 7,41 1.542 14,65
2026-07-27 13F Fft Wealth Management Llc 19.386 100,00 2.836 97,63
2026-07-30 13F Next Level Wealth Planning, LLC 7.729 2,25 1.221 9,12
2026-08-11 13F Burnham & Co LLC 360 57
2026-07-16 13F Decker Retirement Planning Inc. 19.468 17,41 3.077 25,30
2026-07-20 13F Castleview Partners, Llc 5.613 147,16 887 163,99
2026-05-29 NP SYMIX - AlphaCentric Symmetry Strategy Fund Class I 3.096 6,28 459 9,57
2026-08-13 13F GSG Advisors LLC 214.060 0,60 33.828 7,35
2026-06-29 NP WSGE - Warren Street Global Equity ETF 228 40,74 36 45,83
2026-08-14 13F Means Investment Co., Inc. 37.728 0,45 5.962 7,19
2026-08-14 13F Ameriprise Financial Inc 3.715.315 1,29 587.217 8,07
2026-08-13 13F Mpwm Advisory Solutions, Llc 1.485 0,07 235 6,85
2026-07-22 13F Base Wealth Management LLC 1.644 21,42 260 29,50
2026-07-30 13F Main Line Retirement Advisors, LLC 1.615 255
2026-08-14 13F Excelsior Advisor Network LLC 22.791 2,81 3.602 9,72
2026-08-07 13F My Purposeful Wealth Corp. 13.577 278,19 2.146 303,95
2026-04-08 13F Evanson Asset Management, LLC 57.833 0,44 8.565 3,65
2026-07-20 13F Sterling Investment Counsel, LLC 3.941 37,70 623 47,04
2026-07-29 13F Navigation Group, LLC 31.706 0,89 5.011 7,65
2026-06-01 NP AAUA - Alpha Architect US Equity 3 ETF 175 26
2026-07-31 13F Linscomb & Williams, Inc. 81.176 1,59 12.828 8,40
2026-08-07 13F Gerber Kawasaki Wealth & Investment Management 3.559 0,99 563 7,66
2026-07-13 13F Sheets Smith Wealth Management 1.388 0,14 219 6,83
2026-07-17 13F LongView Wealth Management 11.298 1,04 1.785 4,26
2026-08-13 13F Ally Invest Advisors Inc. 35.689 5,05 5.640 12,09
2026-07-31 13F Hudock, Inc. 2.085 0,19 330 6,82
2026-08-12 13F Vident Advisory, LLC 1.814 2,78 287 9,58
2026-08-14 13F Squarepoint Ops LLC Call 57.700 161,09 9.118 178,58
2026-08-14 13F Squarepoint Ops LLC Put 41.200 20,12 6.511 28,17
2026-07-14 13F Cutler Investment Counsel Llc 4.464 3,12 705 9,98
2026-07-24 13F Petra Financial Advisors Inc 2.537 401
2026-07-31 13F New Republic Capital, LLC 7.172 0,29 1.133 6,99
2026-04-24 13F FRG Family Wealth Advisors LLC 31.186 4,70 4.619 8,05
2026-08-04 13F Symphony Financial, Ltd. Co. 2.935 464
2026-08-07 13F Trust Co Of Vermont 27.803 4,05 4.394 14,58
2026-08-10 13F King Luther Capital Management Corp 426 6,78
2026-07-13 13F McAlister, Sweet & Associates, Inc. 5.191 6,68 820 13,89
2026-08-14 13F New England Asset Management Inc 259.525 0,74 41.013 7,49
2026-07-30 13F Briaud Financial Planning, Inc 7.074 9,96 1.118 17,33
2026-08-12 13F Baird Financial Group, Inc. 965.211 1,01 152.532 7,79
2026-07-06 13F Pacific Excel Wealth Advisors, Inc. 3.708 586
2026-07-27 13F Westside Investment Management, Inc. 162.620 0,37 25.699 7,10
2026-08-13 13F IFG Advisory, LLC 233.299 25.012,92 36.868 26.810,95
2026-07-22 13F Verum Partners LLC 4.271 0,26 675 7,14
2026-07-21 13F Accredited Investors Inc. 2.059 2,44 325 9,43
2026-07-31 13F Daymark Wealth Partners, Llc 23.123 12,12 3.654 19,65
2026-08-14 13F Amussen Hunsaker Associates Llc 125.484 2,84 19.830 9,74
2026-07-29 13F Hubbell Strickland Wealth Management, LLC 4.535 0,24 717 6,87
2026-08-05 13F Berkshire Asset Management Llc/pa 2.553 3,03 404 9,81
2026-08-03 13F Envestnet Asset Management Inc 3.613.813 4,70 571.091 11,72
2026-07-29 13F Goodman Financial Corp 1.300 205
2026-08-06 13F Prospect Financial Services LLC 25.846 43,91 4.084 53,59
2026-08-03 13F Gerald Baker Financial Group LLC 14.148 11,37 2.236 18,82
2026-07-07 13F DMKC Advisory Services, LLC 229.901 13.961,22 36.331 14.912,81
2026-08-07 13F Pnc Financial Services Group, Inc. 917.460 0,48 144.986 7,21
2026-07-28 13F Raab & Moskowitz Asset Management LLC 92.893 4,79 14.680 11,81
2026-09-02 13F Kinetic Wealth Investment Advisors LLC 3.036 480
2026-07-10 13F Accel Wealth Management 39.373 0,54 6.222 7,29
2026-07-10 13F Ballast, Inc. 150.142 0,54 23.727 7,27
2026-07-14 13F Plancorp, LLC 9.554 28,41 1.537 35,81
2026-07-23 13F Wheelhouse Advisory Group LLC 2.091 0,29 330 7,14
2026-07-24 13F EverSource Wealth Advisors, LLC 41.632 2,39 6.579 9,25
2026-08-04 13F Blueprint Investment Partners LLC 10.375 1.640
2026-07-15 13F Wealth Enhancement Advisory Services, Llc 353.157 2,22 56.879 11,16
2026-08-12 13F NFP Retirement, Inc. 46.033 14,79 7.275 22,48
2026-08-12 13F Twin Tree Management, LP Call 100 16
2026-08-04 13F Summit Wealth Group, LLC 5.416 2,95 856 9,76
2026-05-19 13F Silicon Valley Capital Partners 1.424 8,21 211 11,70
2026-08-05 13F Donaldson Capital Management, Llc 50.346 52,80 7.956 63,07
2026-07-21 13F Discipline Wealth Solutions, LLC 1.278 202
2026-07-28 13F EPG Wealth Management LLC 77.201 1,58 12.200 8,40
2026-08-03 13F Manske Wealth Management 1.275 201
2026-07-08 13F Exchange Bank 4.967 61,00 785 71,93
2026-07-28 13F Advocate Investing Services LLC 18.639 47,93 2.946 57,82
2026-07-17 13F Altus Wealth Group LLC 1.438 0,07 227 7,08
2026-07-27 13F S&A Financial Services, Inc. 1.565 0,06 247 6,93
2026-08-10 13F Essential Partners LLC 3.559 0,23 562 7,05
2026-08-05 13F Prudent Man Advisors, LLC 16.150 4,25 2.552 11,25
2026-07-13 13F CGC Financial Services, LLC 1.376 170,33 217 189,33
2026-08-14 13F Advyzon Investment Management, LLC 7.461 5,74 1.179 12,82
2026-08-05 13F Beacon Bridge Wealth Partners, LLC 1.281 202
2026-08-05 13F OpenArc Corporate Advisory, LLC 9.940 4,76 1.571 11,74
2026-08-14 13F Cooper/haims Advisors, Llc 2.392 378
2026-08-12 13F Stifel Financial Corp 1.390.923 1,12 219.811 7,91
2026-08-07 13F Global Strategic Investment Solutions, LLC 47.321 0,26 7.478 6,98
2026-08-10 13F Planning Directions Inc 2.137 0,61 338 7,32
2026-07-13 13F Curated Wealth Partners LLC 20.973 35
2026-08-10 13F Vise Technologies, Inc. 71.958 49,91 11.372 65,06
2026-07-15 13F Milestone Asset Management, Llc 4.687 741
2026-06-01 NP Tactical Investment Series Trust - TFA AlphaGen Growth Fund Class I 2.700 400
2026-08-14 13F Gotham Asset Management, LLC 56.720 4,10 8.963 11,08
2026-08-14 13F Natixis Advisors, L.p. 158.781 14,16 25 25,00
2026-08-14 13F Ausdal Financial Partners, Inc. 27.374 2,42 4.326 9,27
2026-08-10 13F Edmond De Rothschild Holding S.a. 990 156
2026-07-21 13F Hofer & Associates. Inc 41.734 0,56 6.595 7,31
2026-07-29 13F Valley National Advisers Inc 10.062 0,31 1.590 158.900,00
2026-07-31 13F Freestone Capital Holdings, LLC 13.092 29,74 2.069 38,42
2026-08-05 13F Patten & Patten Inc/tn 2.360 0,13 373 6,59
2026-08-13 13F CIBC Bancorp USA Inc. 71.973 4,00 11.374 10,97
2026-07-28 13F Barnes Pettey Financial Advisors, Llc 1.629 257
2026-07-21 13F Murphy Pohlad Asset Management LLC 1.362 215
2026-07-31 13F Sky-mountain Capital Management, Inc. 33.482 10,37 5.291 17,79
2026-08-03 13F Hippocratic Financial Advisors, LLC 28.564 1,69 4.514 8,51
2026-08-11 13F Sterling Financial Planning, Inc. 83.032 1,98 13.122 8,82
2026-08-11 13F Quantum Capital Management, LLC / NJ 34.318 60,73 5.423 71,51
2026-07-24 13F Silver Coast Investments LLC 2.951 3,36 466 10,43
2026-08-14 13F Steffes Financial, Ltd. 22.678 19,20 3.584 27,19
2026-09-02 13F/A Second Line Capital, LLC 1.937 6,02 306 6,62
2026-07-23 13F Etesian Wealth Advisors, Inc. 32.323 31,45 5.108 40,29
2026-08-12 13F Stonebridge Capital Advisors LLC 103.886 1,09 16.417 7,87
2026-08-14 13F Mutual Advisors, LLC 214.503 8,31 33.898 15,57
2026-07-01 13F Eastern Bank 6.381 5,31 1.008 12,37
2026-08-10 13F Quartz Partners, LLC 7.221 2,35 1.141 9,29
2026-07-13 13F Capital Advantage, Inc. 17.815 11,50 2.815 18,98
2026-08-11 13F Strengthening Families & Communities, LLC 2.177 0,37 344 6,85
2026-08-05 13F Ellis Investment Partners, LLC 1.272 201
2026-07-27 13F Facet Wealth, Inc. 6.668 40,85 1.054 50,21
2026-08-13 13F Fmr Llc 368.755 6,76 58.274 13,92
2026-08-13 13F Huntington National Bank 4.107 1,38
2026-08-14 13F Capital Performance Advisors Llp 3.016 44,72 477 54,55
2026-07-21 13F McGlone Suttner Wealth Management, Inc. 39.351 0,83 6.219 7,58
2026-07-30 13F GeoWealth Management, LLC 33.437 1.151,85 5.284 1.237,72
2026-07-08 13F Thurston, Springer, Miller, Herd & Titak, Inc. 508 4,53 80 12,68
2026-07-23 13F Fingerlakes Wealth Management, Inc. 5.197 0,13 821 6,90
2026-07-17 13F Grimes & Company, Inc. 22.874 0,28 3.615 6,99
2026-07-27 13F Pittenger & Anderson Inc 4.420 0,09 698 6,73
2026-04-28 13F GM Advisory Group, Inc. 7.915 100,68 1.172 107,43
2026-07-22 13F Englebert Financial Advisers, LLC 1.331 210
2026-08-10 13F Triad Wealth Partners, LLC 7.416 25,72 1.207 38,26
2026-08-04 13F Capital City Trust Co/fl 17.545 6,62 2.773 13,75
2026-07-21 13F Sims Investment Management, Llc 22 3
2026-07-15 13F Burns J W & Co Inc/ny 77.678 8,68 12.275 15,97
2026-07-28 13F Mcdonald Partners Llc 730 115
2026-08-13 13F Ameritas Investment Partners, Inc. 4.048 5,01 640 12,11
2026-07-31 13F MWA Asset Management 4.065 1,91 642 8,81
2026-07-24 13F Vima Llc 120 19
2026-07-28 13F Creative Financial Designs Inc /adv 62.415 2,67 9.863 9,55
2026-08-13 13F Altrius Capital Management Inc 4.280 1,01 676 7,81
2026-07-09 13F Kraft, Davis & Associates, LLC 2.442 0,08 391 1,83
2026-08-10 13F Moors & Cabot, Inc. 7.063 3,67 1.116 10,60
2026-08-10 13F IMA Wealth, Inc. 16.084 2.542
2026-07-07 13F Evanson Financial, LLC 58.035 9.171
2026-07-16 13F Vermillion Wealth Management, Inc. 13.464 1,92 2.128 8,74
2026-08-07 13F DiMeo Schneider & Associates, L.L.C. 4.764 5,47 753 12,57
2026-08-11 13F Tandem Capital Management Corp /adv 1.370 217
2026-08-07 13F Retirement Planning Group, Llc / Ny 2.221 0,27 351 6,71
2026-08-06 13F Focused Wealth Management, Inc 216.445 1,64 34.205 8,45
2026-08-06 13F Horizon Investment Services, LLC 5.866 3,31 927 10,23
2026-08-12 13F Forum Private Client Group LLC 230.745 2,21 36.465 9,03
2026-08-12 13F Bollard Group LLC 274 0
2026-07-27 13F Hegarty Advisors, LLC 16.787 3,05 2.653 9,95
2026-08-05 13F AlTi Global, Inc. 1.850 0,38 292 7,35
2026-07-29 13F Slagle Financial, LLC 1.853 15,52 293 23,21
2026-07-09 13F Bath Savings Trust Co 2.231 33,27 353 42,51
2026-07-20 13F Clarity Financial LLC 11.907 0,39 1.882 7,12
2026-07-09 13F Asset Advisory Group, Inc. 2.942 0,24 465 6,91
2026-07-28 13F Gw Henssler & Associates Ltd 104.813 2,72 16.564 9,61
2026-08-06 13F Carr Financial Group Corp 15.323 2,36 2.421 9,25
2026-07-06 13F Garrett Investment Advisors LLC 22.977 4,83 3.631 11,86
2026-08-03 13F Quotient Wealth Partners, LLC 4.211 4,60 665 11,58
2026-07-07 13F Clark Asset Management, LLC 2.528 8,87 399 16,33
2026-08-13 13F Asset One Wealth Management LLC 3.974 21,49 636 26,19
2026-08-07 13F Perigon Wealth Management, LLC 27.370 10,90 4.325 18,33
2026-08-12 13F State Farm Mutual Automobile Insurance Co 74 12
2026-08-13 13F Stonebridge Financial Group, LLC/CA 1.646 0
2026-07-13 13F Clarity Capital Advisors, LLC 17.055 0,31 2.695 7,03
2026-08-20 13F Gill Capital Partners, Llc 597 20,12 94 28,77
2026-07-21 13F 1015 Capital Partners, LLC 17.635 2,41 2.787 9,25
2026-08-13 13F Visionary Wealth Advisors 13.754 65,85 2.174 76,95
2026-07-13 13F Martel Wealth Advisors Inc 747.548 1,66 118.135 8,48
2026-07-17 13F Formidable Asset Management, LLC 13.385 1,29 1.982 4,54
2026-08-04 13F Indivisible Partners 20.274 57,92 3.204 68,49
2026-08-12 13F Greenwich Wealth Management LLC 9.960 1,53 2 0,00
2026-07-22 13F Unison Advisors LLC 118.785 0,02 18.772 6,73
2026-07-20 13F Wellspring Financial Advisors, LLC 2.958.647 1,70 71.530 6,55
2026-07-08 13F Scott & Selber, Inc. 4.245 0,07 671 6,69
2026-07-30 13F Milestone Asset Management Group, LLC 4.150 15,53 656 23,12
2026-07-10 13F Dagco, Inc. 224.086 2,89 35.412 9,79
2026-08-05 13F Mustard Seed Financial, LLC 4.312 1,39 681 8,27
2026-08-11 13F Rialto Wealth Management, LLC 1.475 6,19 233 13,66
2026-07-22 13F Mesirow Financial Investment Management, Inc. 554.044 0,29 87.553 7,01
2026-07-22 13F Climber Capital SA 33.405 13,55 5.070 21,62
2026-08-14 13F National Philanthropic Trust 6.087 280,68 962 366,50
2026-07-24 13F First Interstate Bank 2.682 424
2026-04-24 13F Keybank National Association/oh 330.577 18,31 48.958 22,08
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