BSV Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF Action - prix de l'action, participation institutionnelle, actionnaires (ARCA)

Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
US ˙ ARCA ˙ US9219378273

Statistiques de base
Propriétaires institutionnels 1251 total, 1251 long only, 0 short only, 0 long/short - change of 0,32% MRQ
Allocation moyenne du portefeuille 0.9631 % - change of -3,79% MRQ
Actions institutionnelles (Long) 409 251 180 (ex 13D/G) - change of 34,99MM shares 9,35% MRQ
Valeur institutionnelle (Long) $ 31 152 089 USD ($1000)
Participation institutionnels et actionnaires

Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (US:BSV) détient 1251 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 409,251,180 actions. Les principaux actionnaires incluent Envestnet Asset Management Inc, Morgan Stanley, Mercer Global Advisors Inc /adv, Jpmorgan Chase & Co, Allworth Financial LP, Empower Advisory Group, LLC, Goldman Sachs Group Inc, Northern Trust Corp, Bank Of America Corp /de/, and LPL Financial LLC .

Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (ARCA:BSV) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.

The share price as of September 5, 2025 is 78,98 / share. Previously, on September 9, 2024, the share price was 78,55 / share. This represents an increase of 0,55% over that period.

BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF Institutional Ownership
Indice de confiance des fonds

L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.

Fréquence de mise à jour : Quotidienne

Consulter notre outil d'analyse de participation, qui fournit une liste des entreprises les mieux classées.

Ratio put/call institutionnel

En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.

L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.

BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF Historical Put/Call Ratio
Déclarations 13F et NPORT

Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

Mettre à niveau pour débloquer des données premium et les exporter vers Excel .

Important Note

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Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-07-23 13F H&H Retirement Design & Management INC 20 432 4,60 1 603 4,91
2025-08-06 13F Grey Fox Wealth Advisors, LLC 23 818 -5,28 1 874 -4,78
2025-07-15 13F Marquette Asset Management, LLC 0 -100,00 0
2025-08-13 13F StoneX Group Inc. 17 650 16,67 1 389 17,23
2025-08-01 13F Liberty Wealth Management Llc 5 994 -0,71 472 0,00
2025-07-28 13F Harbour Investments, Inc. 65 509 5,25 5 156 5,81
2025-07-03 13F Fiduciary Financial Group, Llc 4 875 4,79 382 5,25
2025-08-05 13F MKP Capital Management, L.L.C. 970 000 0,00 76 339 0,54
2025-08-13 13F Congress Wealth Management LLC / DE / 918 429 1 747,98 72 280 1 759,05
2025-07-15 13F Fortitude Family Office, LLC 753 36,91 59 37,21
2025-07-16 13F Brown, Lisle/cummings, Inc. 7 553 0,00 594 0,51
2025-07-23 13F Kingswood Wealth Advisors, Llc 7 582 -9,36 597 -8,87
2025-08-05 13F J. W. Coons Advisors, LLC 4 875 -3,08 384 -2,54
2025-07-23 13F Clear Creek Financial Management, LLC 6 304 23,00 496 23,69
2025-08-05 13F Bank Of Montreal /can/ 212 784 -9,91 16 746 -9,42
2025-08-08 13F WASHINGTON TRUST Co 0 -100,00 0
2025-08-14 13F German American Bancorp, Inc. 5 623 0,00 443 0,45
2025-08-05 13F Pointe Capital Management LLC 6 175 -2,06 486 -1,62
2025-07-31 13F CVA Family Office, LLC 11 175 -1,09 879 -0,57
2025-07-15 13F Fifth Third Bancorp 847 680 4,23 66 712 4,79
2025-08-08 13F SBI Securities Co., Ltd. 3 249 13,13 256 13,84
2025-08-14 13F Valley Financial Group, Inc. 17 156 -1,82 1 350 -1,24
2025-07-29 13F Monument Group Wealth Advisors, LLC 3 767 -67,68 296 -67,54
2025-07-24 13F Trust Co Of Toledo Na /oh/ 497 39
2025-07-30 13F Whittier Trust Co Of Nevada Inc 4 523 -29,59 356 -29,28
2025-08-01 13F Advisory Alpha, LLC 0 -100,00 0
2025-07-17 13F PMG Wealth Management, Inc. 6 723 -54,20 527 -53,97
2025-08-12 13F Tarbox Family Office, Inc. 2 911 229
2025-07-15 13F Patriot Investment Management Inc. 78 320 1,67 6 164 2,21
2025-07-18 13F SigFig Wealth Management, LLC 157 488 1,02 12 379 1,48
2025-08-11 13F Traub Capital Management LLC 600 47
2025-08-15 13F Blue Chip Partners, Inc. 3 209 0,98 253 1,61
2025-07-21 13F Montz Harcus Wealth Management LLC 2 993 236
2025-07-25 13F Presilium Private Wealth, Llc 453 153 9,01 35 663 9,59
2025-07-14 13F Ridgewood Investments LLC 44 576 9,18 3 508 9,76
2025-07-30 13F Patten Group, Inc. 44 449 4,38 3 498 4,95
2025-04-28 13F Vontobel Holding Ltd. 0 -100,00 0
2025-08-07 13F LFA - Lugano Financial Advisors SA 2 246 176
2025-08-14 13F CoreCap Advisors, LLC 22 719 2,88 1 788 3,41
2025-07-17 13F Fiduciary Advisors, Inc. 22 505 -6,91 1 771 -6,40
2025-08-04 13F Linscomb & Williams, Inc. 5 499 3,44 433 3,85
2025-07-28 13F Sagace Wealth Management LLC 52 884 11,18 4 162 11,76
2025-08-08 13F Gts Securities Llc 5 688 448
2025-08-14 13F Goldman Sachs Group Inc 16 550 215 -0,02 1 302 502 0,52
2025-05-15 13F Putnam Fl Investment Management Co 0 -100,00 0
2025-07-23 13F Sachetta, LLC 841 1,94 66 3,13
2025-07-30 13F Cambridge Capital Management, Llc 5 785 -52,45 455 -52,21
2025-07-25 13F NorthRock Partners, LLC 351 -25,48 28 -25,00
2025-07-31 13F Silver Oak Advisory Group, Inc. 198 275 3,34 16 0,00
2025-08-14 13F Kovitz Investment Group Partners, LLC 80 142 -5,15 6 307 -4,63
2025-08-04 13F One Day In July LLC 0 -100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 175 698 -5,52 13 827 -5,01
2025-08-06 13F Summit Wealth Group, LLC 7 596 -7,98 1
2025-07-10 13F Family Legacy Financial Solutions, LLC 1 840 145
2025-08-07 13F BOK Financial Private Wealth, Inc. 26 -78,69 2 -77,78
2025-08-05 13F Burney Co/ 9 255 -42,27 728 -41,99
2025-08-13 13F SageView Advisory Group, LLC 29 493 -33,89 2 312 -33,82
2025-07-25 13F Index Fund Advisors, Inc. 0 -100,00 0
2025-07-10 13F Websterrogers Financial Advisors, Llc 34 478 -2,10 2 713 -1,56
2025-08-26 NP IRCAX - Voya Retirement Conservative Portfolio Class ADV 158 099 -1,49 12 442 -0,96
2025-04-25 13F Essex LLC 0 -100,00 0 -100,00
2025-08-27 13F Barnes Wealth Management Group, Inc 5 867 -5,61 462 -5,14
2025-07-10 13F Bath Savings Trust Co 70 156 2,16 5 521 2,72
2025-08-08 13F Tortoise Investment Management, LLC 6 236 6,14 491 6,75
2025-07-15 13F North Star Investment Management Corp. 247 19
2025-07-24 13F JNBA Financial Advisors 1 369 -18,95 108 -18,94
2025-08-04 13F Center for Financial Planning, Inc. 1 060 -32,18 83 -31,97
2025-08-14 13F Evergreen Capital Management Llc 7 018 552
2025-04-21 13F Green Square Capital Advisors Llc 0 -100,00 0 -100,00
2025-07-02 13F Central Pacific Bank - Trust Division 77 305 -5,77 6 084 -5,28
2025-07-28 13F RFG Advisory, LLC 178 103 35,23 14 017 35,96
2025-08-11 13F Diversified Portfolios, Inc. 188 180 -12,80 14 810 -12,33
2025-08-12 13F Archer Investment Corp 13 895 0,50 1 094 1,02
2025-08-15 13F/A Florida Financial Advisors, Llc 3 632 286
2025-08-13 13F Crabel Capital Management, LLC 9 314 122,61 733 124,16
2025-08-13 13F Continuum Advisory, LLC 3 625 -66,23 285 -66,07
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100,00 0 -100,00
2025-07-22 13F Red Tortoise LLC 3 053 2,14 240 3,00
2025-07-23 13F Proffitt & Goodson Inc 37 644 2,05 2 963 2,60
2025-08-08 13F Advyzon Investment Management, LLC 12 892 -0,77 1 015 -0,29
2025-08-12 13F Bokf, Na 26 031 46,64 2 049 47,44
2025-07-15 13F Td Private Client Wealth Llc 206 203 -12,64 16 228 -12,17
2025-08-05 13F Lincoln National Corp 3 457 109 -1,90 272 074 -1,37
2025-07-17 13F Clear Point Advisors Inc. 2 598 204
2025-07-25 13F Investment Advisory Group, LLC 4 335 1,50 341 2,10
2025-07-22 13F Capital City Trust Co/fl 2 578 0,00 203 0,50
2025-05-02 13F Capital A Wealth Management, LLC 143 0,00 11 0,00
2025-07-23 13F Prime Capital Investment Advisors, LLC 707 235 -15,08 55 659 -14,63
2025-08-13 13F Annandale Capital, LLC 529 737 -3,27 42 -2,38
2025-07-25 13F Pandora Wealth, Inc. 3 0,00 0
2025-07-31 13F Darden Wealth Group Inc 4 014 316
2025-08-14 13F Wick Capital Partners, LLC 557 -93,18 643 0,63
2025-08-12 13F Global Retirement Partners, LLC 38 775 0,35 3 052 2,21
2025-07-28 13F RCS Financial Planning, LLC 18 184 2,15 1 431 2,73
2025-07-11 13F Westfuller Advisors, LLC 38 935 0,54 3 064 1,09
2025-08-13 13F Financial & Tax Architects, LLC 4 715 3,51 371 4,21
2025-08-13 13F MetLife Investment Management, LLC 2 336 000 5,89 183 843 6,46
2025-08-14 13F Envision Financial Planning, LLC 13 252 41,84 1 043 42,54
2025-07-09 13F Breakwater Investment Management 6 664 0,00 524 0,58
2025-08-04 13F Integrity Alliance, Llc. 18 013 1 418
2025-08-04 13F REDW Wealth LLC 159 933 2,78 12 587 3,33
2025-08-12 13F Atlas Capital Advisors Llc 1 050 30,76 83 32,26
2025-08-06 13F Washington Trust Bank 7 616 599
2025-08-07 13F Davis R M Inc 4 500 -1,10 354 -0,56
2025-08-14 13F/A Skopos Labs, Inc. 708 56
2025-07-29 13F Lutz Financial Services LLC 242 492 -1,16 19 084 -0,63
2025-05-09 13F Foster Dykema Cabot & Partners, Llc 0 -100,00 0 -100,00
2025-07-31 13F Topsail Wealth Management, LLC 5 114 0,95 402 1,52
2025-08-05 13F Atlas Wealth Partners, LLC 3 426 0,00 0
2025-08-13 13F Russell Investments Group, Ltd. 616 48
2025-07-17 13F MBA Advisors LLC 0 -100,00 0
2025-08-07 13F Northwest Bancshares, Inc. 3 677 -9,03 289 -8,54
2025-08-07 13F Parkside Financial Bank & Trust 215 780 0,32 16 982 0,86
2025-08-13 13F Todd Asset Management Llc 5 192 0,00 409 0,49
2025-08-08 13F Stephenson & Company, Inc. 215 909 8,18 16 992 8,76
2025-08-13 13F Per Stirling Capital Management, LLC. 52 523 -4,31 4 134 -3,79
2025-08-11 13F Summit Wealth Partners, LLC 32 836 0,02 2 584 0,58
2025-07-30 13F Canvas Wealth Advisors, LLC 7 532 0,00 590 0,34
2025-08-08 13F Blankinship & Foster, LLC 6 426 506
2025-07-15 13F Family Wealth Partners, Llc 31 746 -7,01 2 498 -6,51
2025-07-21 13F Trellis Wealth Advisors LLC 173 003 1,32 13 615 1,86
2025-07-01 13F Park National Corp /oh/ 2 902 10,93 228 11,76
2025-07-14 13F Park Avenue Securities Llc 330 410 5,59 26 8,33
2025-07-15 13F McAdam, LLC 188 139 4,75 14 807 5,31
2025-07-30 13F Avidian Wealth Solutions, LLC 19 317 2,09 1 520 2,63
2025-07-10 13F Exchange Traded Concepts, Llc 633 989 419,33 49 895 422,12
2025-07-31 13F Manuka Financial, LLC 67 268 10,47 5 294 11,08
2025-08-11 13F CBIZ Investment Advisory Services, LLC 5 055 -0,51 398 0,00
2025-08-12 13F Journey Strategic Wealth Llc 2 737 3,09 215 3,86
2025-07-22 13F Aquire Wealth Advisors, LLC 0 -100,00 0
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 92 494 -5,90 7 0,00
2025-07-31 13F Moloney Securities Asset Management, LLC 25 259 8,82 1 988 9,42
2025-07-14 13F Gridiron Partners, LLC 9 994 0,00 787 0,51
2025-08-14 13F Karpus Management, Inc. 60 670 -7,54 4 775 -7,05
2025-08-14 13F Potomac Fund Management Inc /adv 5 645 -11,16 442 -11,27
2025-07-15 13F DB Fitzpatrick & Co, Inc 1 694 0,00 133 0,76
2025-07-22 13F Bay Harbor Wealth Management, LLC 169 721 -1,62 13 357 -1,10
2025-07-17 13F Archford Capital Strategies, LLC 97 909 0,43 7 705 0,97
2025-07-17 13F Vermillion Wealth Management, Inc. 1 165 -20,04 92 -20,18
2025-08-19 13F Hohimer Wealth Management, Llc 88 805 -56,06 6 989 -55,83
2025-07-15 13F Evanson Asset Management, LLC 25 633 0,60 2 017 1,15
2025-08-11 13F Covestor Ltd 109 0
2025-08-13 13F Fiduciary Group LLC 29 991 -5,11 2 360 -4,61
2025-07-23 13F Integris Wealth Management, LLC 754 404 -0,72 59 372 -0,19
2025-08-01 13F Ashton Thomas Private Wealth, LLC 44 195 3,23 3 478 3,79
2025-07-31 13F Curio Wealth, Llc 1 586 39 550,00 125 463,64
2025-08-14 13F C M Bidwell & Associates Ltd 157 322 -1,11 12 381 -0,57
2025-08-11 13F Pineridge Advisors LLC 0 -100,00 0
2025-08-01 13F Rossby Financial, LCC 7 638 5,41 601 5,81
2025-07-08 13F Hickory Point Bank & Trust 9 300 1,09 732 1,53
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 4 311 017 -6,82 339 277 -6,32
2025-07-30 13F Argonautica Private Wealth Management, Inc 3 980 -0,05 313 0,64
2025-07-07 13F Retirement Wealth Solutions LLC 68 179 -3,23 5 366 -2,70
2025-08-19 13F Delos Wealth Advisors, LLC 551 43
2025-05-15 13F Marshall & Sterling Wealth Advisors Inc. 0 -100,00 0
2025-07-31 13F Washington Trust Advisors, Inc. 7 063 556
2025-07-14 13F Farmers & Merchants Investments Inc 201 586 0,00 15 865 0,53
2025-08-13 13F Providence Capital Advisors, LLC 3 682 290
2025-04-23 13F GHP Investment Advisors, Inc. 0 -100,00 0
2025-05-09 13F Cumberland Partners Ltd 0 -100,00 0
2025-07-17 13F Coastline Trust Co 1 604 -11,38 126 -10,64
2025-07-29 13F Kondo Wealth Advisors, Inc. 17 965 -4,11 1 408 -4,02
2025-07-30 13F Smith Thornton Advisors LLC 2 728 0,00 215 0,47
2025-08-14 13F Mml Investors Services, Llc 826 927 1,83 65 3,17
2025-07-31 13F Prudent Man Advisors, LLC 89 043 6,60 7 008 7,17
2025-08-13 13F Parkworth Wealth Management, Inc. 45 460 0,61 3 578 1,13
2025-08-12 13F NorthStar Asset Management LLC /NJ/ 4 921 -1,09 387 -0,51
2025-07-18 13F Pure Financial Advisors, Inc. 51 419 -7,71 4 047 -7,22
2025-08-14 13F Elevatus Welath Management 10 282 -6,65 809 -6,15
2025-08-11 13F First American Trust, Fsb 146 615 4,11 11 539 4,67
2025-08-13 13F Certior Financial Group, Llc 25 829 3,53 2 033 4,05
2025-08-14 13F AllSquare Wealth Management LLC 20 2
2025-07-25 13F Community Bank, N.A. 1 350 0,00 106 0,95
2025-07-14 13F Pacifica Partners Inc. 1 292 0,00 102 0,00
2025-08-04 13F Leeward Financial Partners, LLC 36 709 16,45 2 889 17,11
2025-07-31 13F Nisa Investment Advisors, Llc 19 872 -5,10 1 564 -4,64
2025-07-09 13F Baron Financial Group, LLC 6 065 -4,56 477 -4,02
2025-07-17 13F Washington Capital Management Inc 88 630 0,00 6 975 0,55
2025-04-11 13F Davis Capital Management 0 -100,00 0
2025-07-25 13F Concord Wealth Partners 74 0,00 6 0,00
2025-07-31 13F Red Wave Investments LLC 12 181 0,00 959 0,52
2025-07-24 13F Costello Asset Management, INC 165 1,23 13 0,00
2025-08-04 13F Pensionmark Financial Group, Llc 898 178 6,19 70 687 6,77
2025-07-15 13F Optima Capital Llc 2 711 -13,55 213 -13,06
2025-07-28 13F BRYN MAWR TRUST Co 3 860 0,00 304 0,33
2025-08-12 13F Palisades Hudson Asset Management, L.P. 14 284 1
2025-08-12 13F MAI Capital Management 33 887 -11,10 2 667 -10,66
2025-07-15 13F Accurate Wealth Management, LLC 0 -100,00 0
2025-07-16 13F Exeter Financial, LLC 116 905 -9,51 9 200 -9,03
2025-08-15 13F CI Private Wealth, LLC 5 928 304 79,46 448 360 73,38
2025-05-09 13F Investment Counsel Co Of Nevada 0 -100,00 0
2025-07-08 13F Zrc Wealth Management, Llc 926 0,87 73 1,41
2025-08-14 13F First International Bank of Israel Ltd. 4 154 327
2025-08-01 13F Reliant Investment Partners, LLC 6 435 0,00 506 0,60
2025-08-11 13F Foundation Wealth Management, LLC\PA 103 739 -0,75 8 164 -0,21
2025-08-06 13F Csenge Advisory Group 14 378 -46,88 1 127 -46,81
2025-07-22 13F SOL Capital Management CO 37 830 -20,47 3 -33,33
2025-08-08 13F Avantax Advisory Services, Inc. 435 969 -3,77 34 311 -3,26
2025-07-28 13F Strategent Financial, LLC 2 845 0,00 224 0,45
2025-07-21 13F Life Planning Partners, Inc 6 861 -4,55 540 -4,09
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 14 734 3,97 1 160 4,51
2025-07-14 13F S.A. Mason LLC 4 600 0,00 362 0,56
2025-07-15 13F Legacy Financial Group LLC 171 356 0,11 13 486 0,64
2025-08-11 13F FSA Wealth Management LLC 0 -100,00 0
2025-07-18 13F Brookmont Capital Management 9 007 0,07 709 0,57
2025-04-21 13F Friedenthal Financial 0 -100,00 0
2025-07-16 13F A. D. Beadell Investment Counsel, Inc. 6 055 -4,86 0
2025-08-06 13F North Capital, Inc. 492 0,00 39 0,00
2025-08-13 13F Quadrant Capital Group Llc 8 947 0,00 704 0,57
2025-08-05 13F Hills Bank & Trust Co 1 880 148
2025-08-06 13F Legacy Bridge, LLC 50 0,00 4 0,00
2025-08-12 13F Park Square Financial Group, LLC 2 582 2,62 203 3,57
2025-07-23 13F West Paces Advisors Inc. 0 -100,00 0
2025-07-23 13F Center For Asset Management LLC 9 825 -5,37 759 -6,65
2025-07-30 13F/A Old Point Trust & Financial Services N A 16 995 83,19 1 338 84,16
2025-07-29 13F Stephens Inc /ar/ 42 391 0,78 3 336 1,34
2025-07-30 13F Clune & Associates, Ltd. 166 762 12,01 13 124 12,61
2025-08-14 13F Colony Group, LLC 1 776 660 2,10 139 823 2,64
2025-08-04 13F Arcadia Wealth Management, Inc. 2 584 0,00 203 0,50
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 4 201 38,65 330 39,83
2025-08-13 13F VestGen Advisors, LLC 44 750 -9,53 3 522 -9,04
2025-08-12 13F Camden National Bank 4 023 -2,43 317 -1,86
2025-07-29 13F Kanawha Capital Management Llc 71 550 -0,82 5 631 -0,30
2025-07-30 13F Bogart Wealth, LLC 487 90,23 38 90,00
2025-08-14 13F Millennium Management Llc 17 720 164,12 1 395 165,52
2025-08-12 13F AlphaCore Capital LLC 4 600 362
2025-08-14 13F Headlands Technologies LLC 0 -100,00 0 -100,00
2025-08-14 13F Money Concepts Capital Corp 3 798 299
2025-08-05 13F Peregrine Asset Advisers, Inc. 19 486 -3,44 1 534 -2,91
2025-07-16 13F Cadent Capital Advisors, LLC 24 929 -17,07 1 962 -16,66
2025-07-18 13F Powers Advisory Group, LLC 11 634 -1,71 916 -1,19
2025-07-02 13F Waller Financial Planning Group, Inc 17 468 -5,73 1 375 -5,24
2025-08-14 13F Ameriprise Financial Inc 1 121 749 12,41 87 662 11,88
2025-07-17 13F SeaBridge Investment Advisors LLC 6 719 -2,81 529 -2,40
2025-07-24 13F Moseley Investment Management Inc 3 277 -2,79 258 -2,28
2025-08-11 13F Perennial Investment Advisors, LLC 4 871 -1,22 383 -0,78
2025-05-06 13F MCF Advisors LLC 0 -100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 81 574 -24,83 6 420 -24,44
2025-07-29 13F Unison Advisors LLC 14 190 -20,95 1 117 -20,57
2025-08-13 13F Millstone Evans Group, LLC 822 0,00 65 0,00
2025-07-29 13F May Barnhard Investments LLC 5 658 34,36 445 35,26
2025-07-25 13F FIDELIS iM, LLC 67 918 -13,06 5 345 88 983,33
2025-07-15 13F Mather Group, Llc. 0 -100,00 0
2025-07-25 13F Transcendent Capital Group LLC 13 410 1,04 1 055 1,64
2025-07-10 13F Uptown Financial Advisors LLC 82 616 2,17 6 502 2,72
2025-08-01 13F Bessemer Group Inc 6 723 -51,34 1 -100,00
2025-08-01 13F Wincap Financial Llc 3 408 -96,20 268 -96,18
2025-08-12 13F Absolute Capital Management, LLC 16 025 18,15 1 261 18,85
2025-07-14 13F Lighthouse Wealth Management Inc. 10 363 -7,46 816 -6,96
2025-07-16 13F Asset Allocation & Management Company, LLC 17 772 0,00 1 0,00
2025-07-17 13F HCR Wealth Advisors 7 940 0,00 625 0,48
2025-08-15 13F Semmax Financial Advisors Inc. 54 425 -0,53 4 273 0,00
2025-08-05 13F Dunhill Financial, LLC 1 389 0,00 109 0,93
2025-07-30 13F Insight Advisors, LLC/ PA 3 936 0,05 310 0,65
2025-07-17 13F CogentBlue Wealth Advisors, LLC 25 029 -25,48 1 970 -25,10
2025-07-22 13F Old National Bancorp /in/ 109 650 -35,01 8 629 -34,66
2025-07-10 13F Tompkins Financial Corp 237 0,00 19 0,00
2025-07-25 13F Sovereign Financial Group, Inc. 132 857 13,50 10 456 14,11
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 4 461 0,95 351 1,74
2025-08-08 13F Pinney & Scofield, Inc. 1 704 0,53 134 1,52
2025-07-09 13F Pines Wealth Management, LLC 82 103 67,10 6 424 67,35
2025-07-11 13F Adirondack Trust Co 53 -74,40 4 -75,00
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100,00 0
2025-04-30 13F Sofos Investments, Inc. 51 725 17,31 4 049 21,74
2025-05-14 13F Brown Brothers Harriman & Co 0 -100,00 0
2025-07-15 13F Graypoint LLC 15 586 -13,11 1 227 -12,68
2025-08-08 13F Emerald Investment Partners, Llc 1 229 2,67 97 3,23
2025-07-17 13F Stone Point Wealth LLC 85 755 3,71 6 749 4,25
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 152 -24,00 12 -26,67
2025-07-21 13F Creative Capital Management Investments LLC 655 0,00 52 0,00
2025-07-15 13F Colonial River Wealth Management, LLC 0 -100,00 0
2025-07-17 13F Neumann Capital Management, LLC 57 250 0,88 4 506 1,42
2025-07-23 13F HMV Wealth Advisors, LLC 32 864 28,06 2 586 28,78
2025-07-11 13F Essex Savings Bank 2 551 201
2025-08-04 13F Jim Saulnier & Associates, Llc 15 900 -9,62 1 251 -9,15
2025-08-14 13F Man Group plc 139 943 -11,78 11 014 -11,31
2025-07-16 13F Vestia Personal Wealth Advisors 5 583 2,95 439 3,54
2025-08-01 13F Planning Directions Inc 194 290 -1,20 15 291 -0,67
2025-08-13 13F Rsm Us Wealth Management Llc 160 843 3,92 12 658 4,48
2025-08-12 13F Calton & Associates, Inc. 28 568 -7,29 2 248 -6,80
2025-04-23 13F Sunesis Advisors, LLC 85 215 0,01 6 671 1,32
2025-07-21 13F Sage Financial Management Group, Inc. 271 146 49,36 21 50,00
2025-07-18 13F United Bank 11 034 0,00 868 0,58
2025-07-15 13F Alpha Omega Wealth Management LLC 35 826 0,45 2 820 1,00
2025-07-18 13F Lockerman Financial Group, Inc. 4 081 4,21 321 4,90
2025-07-31 13F BIP Wealth, LLC 2 658 -40,68 209 -40,29
2025-08-11 13F Private Advisor Group, LLC 182 313 3,37 14 348 3,93
2025-05-15 13F/A Orion Portfolio Solutions, LLC 375 726 20,67 29 412 22,25
2025-07-14 13F AdvisorNet Financial, Inc 5 622 -60,51 442 -60,32
2025-07-21 13F Compass Planning Associates Inc 108 282 23,33 8 522 24,00
2025-07-30 13F Strategic Blueprint, LLC 3 196 -31,15 252 -30,85
2025-08-14 13F Synovus Financial Corp 30 032 -0,26 2 365 0,34
2025-08-04 13F L.m. Kohn & Company 3 048 -0,49 240 0,00
2025-08-08 13F/A Ignite Planners, LLC 5 949 6,79 466 6,88
2025-07-18 13F First Pacific Financial 760 60
2025-07-22 13F MGO Private Wealth, LLC 4 157 -37,07 327 -36,75
2025-08-04 13F MeadowBrook Investment Advisors LLC 1 825 0,00 141 1,44
2025-08-26 NP TBFC - The Brinsmere Fund - Conservative ETF 552 759 9,64 43 502 10,23
2025-07-10 13F Focus Financial Network, Inc. 153 399 5,00 12 073 5,56
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0 -100,00
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2025-07-17 13F K2 Financial Inc. 0 -100,00 0
2025-07-08 13F Apella Capital, LLC 1 621 727 -4,53 126 819 -4,33
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 4 653 -13,91 366 -13,48
2025-08-06 13F Penserra Capital Management LLC 648 142 7,72 51 8,51
2025-08-13 13F Cheviot Value Management, LLC 28 167 -4,23 2 212 -3,79
2025-08-15 13F Equitable Holdings, Inc. 12 805 25,40 1 008 26,03
2025-08-13 13F Capital Group Private Client Services, Inc. 12 604 23,71 992 24,34
2025-07-10 13F Sovran Advisors, LLC 27 647 -31,53 2 161 -31,62
2025-08-01 13F FSA Advisors, Inc. 0 -100,00 0
2025-07-16 13F St Germain D J Co Inc 300 0,00 24 0,00
2025-08-04 13F Mesirow Financial Investment Management, Inc. 14 421 1,20 1 135 1,70
2025-08-14 13F Principia Wealth Advisory, LLC 7 124 15,41 561 16,42
2025-08-13 13F ESL Trust Services, LLC 2 235 28,82 176 29,63
2025-08-13 13F Elgethun Capital Management 5 310 -17,80 418 -17,43
2025-05-13 13F Centerpoint Advisors, LLC 0 -100,00 0
2025-07-28 13F Axxcess Wealth Management, Llc 9 599 -19,28 755 -18,82
2025-05-15 13F Prelude Capital Management, Llc 0 -100,00 0
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 31 132 3,67 2 450 4,75
2025-07-09 13F First Financial Corp /in/ 25 0,00 2 0,00
2025-08-04 13F AMG National Trust Bank 9 320 10,44 733 11,06
2025-08-13 13F Jones Financial Companies Lllp 1 288 493 9,46 101 281 9,96
2025-08-14 13F Bragg Financial Advisors, Inc 28 772 4,93 2 264 5,50
2025-07-25 13F We Are One Seven, LLC 103 952 1,53 8 181 2,08
2025-07-11 13F/A Umb Bank N A/mo 18 117 -1,31 1 426 -0,77
2025-08-05 13F NewSquare Capital LLC 0 -100,00 0
2025-07-22 13F/A Red Mountain Financial, LLC 39 426 1,50 3 103 2,04
2025-08-11 13F FSC Wealth Advisors, LLC 65 0,00 5 0,00
2025-08-14 13F Sand Hill Global Advisors, LLC 136 734 10 761
2025-05-14 13F Delta Investment Management, LLC 0 -100,00 0
2025-07-30 13F EnRich Financial Partners LLC 3 637 10,21 286 10,85
2025-08-26 NP TBFG - The Brinsmere Fund - Growth ETF 95 383 -2,23 7 507 -1,70
2025-08-06 13F AE Wealth Management LLC 65 989 5,47 5 193 6,04
2025-08-13 13F RIA Advisory Group LLC 8 416 -23,84 662 -23,47
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 267 000 2,77 21 013 3,32
2025-08-11 13F Cornerstone Planning Group LLC 2 837 -26,08 223 -25,75
2025-07-25 13F Hemington Wealth Management 26 0,00 0
2025-07-10 13F Selective Wealth Management, Inc. 24 413 -8,73 1 911 -8,13
2025-08-04 13F Creekmur Asset Management LLC 26 2
2025-08-14 13F Wilkins Miller Wealth Management, LLC 20 047 5,62 1 578 6,20
2025-07-16 13F Kathmere Capital Management, LLC 33 526 8,57 2 638 9,14
2025-07-14 13F ABLE Financial Group, LLC 9 996 0,00 787 0,51
2025-07-18 13F Wiser Wealth Management, Inc 201 675 1,69 15 872 2,24
2025-07-15 13F Armis Advisers, LLC 8 606 -8,65 677 -8,14
2025-07-30 13F Drive Wealth Management, Llc 2 812 0,00 221 0,45
2025-07-30 13F Sloy Dahl & Holst, LLC 6 852 4,12 539 4,66
2025-08-13 13F Elios Financial Group Inc. 4 247 -8,41 334 -7,73
2025-07-23 13F REAP Financial Group, LLC 10 929 -7,45 860 -6,93
2025-08-12 13F Asset Management Group, Inc. 9 402 -4,57 740 -4,15
2025-07-22 13F Belpointe Asset Management LLC 0 -100,00 0
2025-08-15 13F First Heartland Consultants, Inc. 278 231 32,54 21 728 32,22
2025-08-06 13F First Horizon Advisors, Inc. 245 438 -0,22 19 316 0,32
2025-08-14 13F Federation des caisses Desjardins du Quebec 7 226 5,63 569 6,17
2025-07-22 13F/A Duncan Williams Asset Management, LLC 4 952 0,00 390 0,52
2025-08-12 13F LPL Financial LLC 6 747 834 7,07 531 054 7,64
2025-08-13 13F Mount Yale Investment Advisors, LLC 161 13
2025-08-26 13F Nautilus Advisors LLC 3 800 0,00 299 0,67
2025-07-29 13F Vectors Research Management, LLC 12 748 -31,81 1 003 -31,44
2025-07-28 13F Copia Wealth Management 190 0,00 15 0,00
2025-07-31 13F/A Avion Wealth 33 997 -25,85 3 -33,33
2025-07-23 13F Eagle Strategies LLC 7 577 -0,08 596 0,51
2025-07-18 13F Loudon Investment Management, LLC 10 655 -1,62 839 -1,06
2025-08-15 13F Morgan Stanley 37 597 584 151,93 2 958 930 153,28
2025-08-14 13F Diversify Advisory Services, LLC 3 890 306
2025-08-08 13F Red Cedar Investment Management, Llc 10 560 0,00 831 0,61
2025-08-12 13F Cornerstone Wealth Management, LLC 15 722 11,42 1 237 12,05
2025-07-11 13F First PREMIER Bank 17 113 -3,05 1 0,00
2025-07-15 13F Tenon Financial LLC 3 087 0,95 243 1,26
2025-08-07 13F Midwest Trust Co 4 509 355
2025-07-14 13F BetterWealth, LLC 245 236 7,00 19 300 7,57
2025-08-13 13F Beacon Pointe Advisors, LLC 282 197 4,32 22 209 4,87
2025-07-28 13F IFG Advisors, LLC 135 563 -4,68 10 669 -4,17
2025-07-15 13F Cranbrook Wealth Management, LLC 76 275 0,96 6 003 1,49
2025-04-22 13F Rappaport Reiches Capital Management, LLC 20 325 0,00 1 591 1,34
2025-08-12 13F Change Path, LLC 391 744 -0,07 30 830 0,47
2025-08-14 13F Wells Fargo & Company/mn 4 915 109 -6,00 386 819 -5,49
2025-04-22 13F Merkkuri Wealth Advisors LLC 0 -100,00 0
2025-07-23 13F Armbruster Capital Management, Inc. 6 287 -2,03 495 -1,59
2025-07-30 13F Whittier Trust Co 31 101 -1,65 2 448 -1,13
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 3 519 -33,67 277 -33,49
2025-07-30 13F VCI Wealth Management LLC 101 239 13,16 7 968 13,77
2025-08-12 13F Associated Banc-corp 340 227 3,42 26 776 3,97
2025-07-22 13F Three Bridge Wealth Advisors, LLC 2 908 0,97 229 1,33
2025-08-07 13F Resources Investment Advisors, LLC. 233 383 0,19 18 367 0,73
2025-07-21 13F Keb Asset Management, Llc 4 169 -3,34 328 -2,67
2025-07-11 13F Andrews, Lucia Wealth Management Llc 12 458 -2,51 980 -0,71
2025-07-15 13F Level Financial Advisors, Inc. 191 992 6,45 15 110 7,02
2025-07-22 13F Evensky & Katz LLC 35 972 5,90 3 0,00
2025-08-06 13F Agf Management Ltd 51 475 -8,65 4 051 -8,16
2025-08-14 13F McIlrath & Eck, LLC 3 547 -0,56 279 0,00
2025-08-04 13F Arkadios Wealth Advisors 38 156 65,33 3 003 66,22
2025-07-15 13F Retirement Guys Formula Llc 3 133 -0,67 245 -0,41
2025-07-30 13F Phillips Financial Management, Llc 102 903 -3,99 8 099 -3,48
2025-08-12 13F Vawter Financial, Ltd. 5 911 -95,74 465 -95,72
2025-07-14 13F UMA Financial Services, Inc. 179 0,00 14 0,00
2025-07-31 13F LJI Wealth Management, LLC 4 269 27,55 336 28,35
2025-08-13 13F Capital Analysts, Inc. 540 412 -2,84 43 -2,33
2025-08-13 13F Colonial Trust Co / SC 1 634 0,00 129 0,79
2025-07-10 13F Signal Advisors Wealth, LLC 21 738 6,12 1 711 6,67
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-08-13 13F Renaissance Technologies Llc 706 900 -44,95 55 633 -44,65
2025-08-14 13F TCG Advisory Services, LLC 3 095 4,49 244 5,19
2025-07-29 NP JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 37 138 -0,91 2 910 -0,58
2025-08-14 13F Wetherby Asset Management Inc 3 528 -73,10 278 -72,66
2025-08-15 13F Kestra Advisory Services, LLC 165 659 14,34 13 037 14,95
2025-07-17 13F Raleigh Capital Management Inc. 4 467 -2,91 352 -2,50
2025-07-21 13F Pacific Financial Group Inc 22 558 14,51 1 775 15,11
2025-07-25 13F Astoria Portfolio Advisors LLC. 3 784 4,79 296 4,96
2025-07-18 13F Forza Wealth Management, LLC 76 274 -3,11 6 003 -2,60
2025-08-11 13F Citigroup Inc 598 569 35,49 47 107 36,21
2025-08-12 13F O'shaughnessy Asset Management, Llc 21 -82,79 2 -88,89
2025-07-15 13F World Equity Group, Inc. 6 723 -12,01 529 -11,71
2025-08-07 13F BHK Investment Advisors, LLC 50 585 -3,34 3 981 -2,81
2025-08-05 13F Welch & Forbes Llc 28 824 0,86 2 268 1,39
2025-07-29 13F Disciplined Investments, LLC 10 158 -29,25 799 -28,85
2025-07-09 13F Bank of New Hampshire 765 0,00 60 1,69
2025-08-06 13F Moors & Cabot, Inc. 4 194 17,84 330 18,71
2025-07-16 13F Meridian Investment Counsel Inc. 3 689 0,00 290 0,69
2025-07-25 13F Prostatis Group LLC 42 166 -13,50 3 318 -13,05
2025-08-11 13F Dorsey & Whitney Trust CO LLC 0 -100,00 0
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-07-11 13F Grove Bank & Trust 723 0,00 57 0,00
2025-07-16 13F Gradient Capital Advisors, LLC 9 963 -7,42 784 -6,89
2025-07-11 13F Bell Bank 14 538 1 144
2025-07-31 13F Oppenheimer & Co Inc 141 716 3,42 11 153 3,98
2025-08-13 13F Maia Wealth LLC 9 778 3,50 770 4,48
2025-07-29 NP JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 74 530 -4,76 5 840 -4,45
2025-08-11 13F Trajan Wealth LLC 415 788 18,44 32 722 19,07
2025-08-15 13F Fsb Premier Wealth Management, Inc. 31 852 -3,42 2 507 -2,91
2025-07-07 13F Rf&l Wealth Management, Llc 100 955 0,99 7 945 1,55
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-07-11 13F International Private Wealth Advisors LLC 14 026 0,19 1 104 0,73
2025-08-13 13F Truvestments Capital Llc 470 1,08 37 0,00
2025-08-12 13F Steward Partners Investment Advisory, Llc 238 225 865,61 18 748 870,90
2025-07-15 13F Hall Laurie J Trustee 14 267 0,00 1 123 0,54
2025-08-07 13F Fund Evaluation Group, LLC 9 668 761
2025-07-23 13F Massachusetts Wealth Management 28 927 1,97 2 277 2,52
2025-07-21 13F Successful Portfolios LLC 65 924 9,27 5 188 9,87
2025-07-09 13F Burt Wealth Advisors 14 754 -1,67 1 161 -1,11
2025-07-15 13F Elevated Capital Advisors, LLC 86 892 0,00 6 802 0,00
2025-07-22 13F Iron Horse Wealth Management, LLC 289 23
2025-08-12 13F Wealth Dimensions Group, Ltd. 241 199 -1,34 18 982 -0,81
2025-07-17 13F Catalytic Wealth RIA, LLC 8 700 -0,58 685 -0,15
2025-07-29 13F Two West Capital Advisors LLC 5 648 -33,53 443 -33,03
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0
2025-07-08 13F Rise Advisors, LLC 45 4
2025-08-06 13F Longview Financial Advisors LLC 150 12
2025-07-18 13F PFG Investments, LLC 10 174 8,10 801 8,70
2025-07-08 13F Parallel Advisors, LLC 71 224 16,93 5 605 17,55
2025-07-15 13F Mainstream Capital Management LLC 5 245 0,00 413 0,49
2025-08-14 13F GWM Advisors LLC 384 604 -2,85 30 268 -2,32
2025-08-14 13F Visionary Wealth Advisors 0 -100,00 0
2025-07-25 13F McNamara Financial Services, Inc. 2 754 2,76 217 3,35
2025-07-11 13F Compass Ion Advisors, LLC 18 824 -19,79 1 481 -19,38
2025-07-28 13F Acorn Financial Advisory Services Inc /adv 6 485 8,37 510 8,97
2025-08-14 13F Bank Of Hawaii 61 992 2,31 4 879 2,87
2025-08-04 13F Capital Performance Advisors Llp 19 988 -12,49 1 573 -11,98
2025-08-07 13F Efficient Advisors, LLC 792 001 -0,68 62 330 -0,14
2025-08-14 13F Sei Investments Co 0 -100,00 0
2025-07-09 13F Reyes Financial Architecture, Inc. 9 116 -4,55 717 -4,02
2025-07-18 13F Trust Co Of Vermont 13 196 9,28 1 039 9,84
2025-08-13 13F Integrity Investment Advisors, LLC 63 065 21,06 4 963 21,73
2025-08-12 13F Watchman Group, Inc. 3 579 0,00 282 0,36
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 528 638 -0,52 41 361 -0,57
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Icon Wealth Advisors, LLC 0 -100,00 0
2025-08-11 13F Estate Counselors, LLC 215 481 944,20 16 958 950,03
2025-08-14 13F Susquehanna International Group, Llp 64 303 5 061
2025-08-11 13F Western Wealth Management, LLC 9 609 -2,94 756 -2,33
2025-07-22 13F Safir Wealth Advisors, LLC 191 156 1,82 15 044 2,37
2025-08-08 13F Evolution Wealth Advisors, LLC 12 249 5,97 964 6,64
2025-08-12 13F Coldstream Capital Management Inc 68 115 0,29 5 361 0,83
2025-08-14 13F Moneta Group Investment Advisors Llc 67 518 -1,53 5 314 -1,01
2025-08-14 13F NorthLanding Financial Partners, LLC 2 638 -89,87 208 -89,84
2025-08-01 13F Brookwood Investment Group LLC 12 801 5,90 1 007 6,45
2025-08-06 13F Prospera Financial Services Inc 10 956 -12,48 863 -12,03
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 -100,00 0
2025-08-11 13F Anfield Capital Management, LLC 309 24
2025-08-13 13F Scotia Capital Inc. 150 794 5,15 11 867 5,72
2025-08-08 13F Foundations Investment Advisors, LLC 13 639 -38,90 1 073 -38,58
2025-08-08 13F Arcadia Investment Management Corp/mi 200 -16,67 16 -16,67
2025-08-04 13F Flagship Harbor Advisors, Llc 11 361 -0,93 894 -0,33
2025-07-16 13F Plancorp, LLC 34 167 3,54 2 689 4,07
2025-08-13 13F Alerus Financial Na 39 3
2025-08-11 13F Adaptive Financial Consulting, LLC 137 660 1,04 10 834 1,58
2025-07-11 13F Farther Finance Advisors, LLC 304 067 7,31 23 930 8,12
2025-07-24 13F Ronald Blue Trust, Inc. 413 497 4,97 32 542 5,53
2025-08-12 13F Barr E S & Co 488 355 -5,71 38 434 -5,21
2025-08-27 13F/A Brinker Capital Investments, LLC 392 738 4,53 30 909 5,09
2025-08-01 13F James Investment Research Inc 5 811 0,02 457 0,66
2025-08-08 13F Horrell Capital Management, Inc. 635 0,00 50 13,95
2025-08-05 13F Prosperity Consulting Group, LLC 68 868 2,97 5 420 3,51
2025-06-30 13F/A Deutsche Bank Ag\ 0 -100,00 0
2025-07-21 13F Barrett & Company, Inc. 10 563 0,02 831 0,61
2025-07-17 13F Hanson & Doremus Investment Management 997 -22,05 0
2025-08-13 13F Cerity Partners LLC 2 604 203 2,77 204 951 3,32
2025-07-31 13F Hanlon Investment Management, Inc. 11 612 -9,32 914 -8,88
2025-07-23 13F Roundview Capital LLC 30 418 14,17 2 394 14,77
2025-08-01 13F Bank of Jackson Hole Trust 4 004 54,83 315 56,72
2025-08-15 13F/A Rakuten Securities, Inc. 10 -58,33 1 -100,00
2025-07-07 13F Wesbanco Bank Inc 3 291 2,81 259 3,60
2025-07-15 13F Beacon Investment Advisory Services, Inc. 8 664 0,00 682 0,44
2025-07-14 13F Maryland Capital Advisors Inc. 1 085 0,00 85 1,19
2025-07-29 13F Alaska Permanent Capital Management 164 105 6,81 12 912 7,38
2025-08-12 13F Running Point Capital Advisors, LLC 4 419 2,22 348 2,66
2025-08-07 13F CENTRAL TRUST Co 266 21
2025-08-13 13F Ark & Tlk Investments, Llc 6 309 -1,82 497 -1,39
2025-07-17 13F Argus Investors' Counsel, Inc. 7 618 0,00 600 0,50
2025-08-11 13F Y.D. More Investments Ltd 508 0,00 40 0,00
2025-08-04 13F Roble, Belko & Company, Inc 1 890 0,00 0
2025-04-08 13F Verde Capital Management 0 -100,00 0 -100,00
2025-07-23 13F Bluestem Financial Advisors, Llc 83 612 -8,03 6 580 -7,53
2025-07-29 13F Quotient Wealth Partners, LLC 4 405 5,74 347 6,13
2025-07-25 13F RoundAngle Advisors LLC 6 365 -2,33 501 -1,96
2025-08-11 13F HighTower Advisors, LLC 862 306 0,71 67 863 1,25
2025-08-04 13F Bristlecone Advisors, LLC 600 0,00 47 2,17
2025-08-12 13F Wood Tarver Financial Group, LLC 2 187 -6,54 0 -100,00
2025-08-14 13F Murphy & Mullick Capital Management Corp 2 651 -0,75 208 -0,96
2025-05-15 13F Macquarie Group Ltd 0 -100,00 0
2025-08-15 13F WFA of San Diego, LLC 190 0,00 15 0,00
2025-07-14 13F Wealth Advisory Solutions, LLC 6 147 -1,76 484 -1,23
2025-04-01 13F Modus Advisors, LLC 0 -100,00 0
2025-08-04 13F Assetmark, Inc 403 260 483,74 31 737 486,94
2025-08-14 13F Clientfirst Wealth Management, LLC 6 437 0,00 507 0,60
2025-07-18 13F Woodward Diversified Capital, Llc 26 633 107,07 2 096 108,35
2025-08-14 13F Mpwm Advisory Solutions, Llc 832 0,00 65 0,00
2025-07-22 13F Simplicity Wealth,LLC 19 568 60,66 1 540 61,59
2025-08-01 13F Bull Oak Capital, LLC 63 428 8,51 4 992 9,09
2025-08-05 13F GPS Wealth Strategies Group, LLC 619 -14,97 49 -14,29
2025-08-12 13F Minot DeBlois Advisors LLC 7 124 -0,04 561 0,54
2025-08-14 13F Great Valley Advisor Group, Inc. 87 667 164,35 6 899 165,76
2025-07-11 13F Colorado Capital Management, Inc. 40 745 -5,85 3 0,00
2025-07-15 13F Legacy Solutions, Llc 14 537 0,01 1 144 0,62
2025-07-16 13F TCI Wealth Advisors, Inc. 40 322 47,07 3 173 47,86
2025-07-11 13F My Legacy Advisors, LLC 8 921 31,13 698 31,20
2025-07-22 13F Gemmer Asset Management LLC 679 972 5,55 53 514 6,11
2025-08-08 13F Cetera Investment Advisers 1 899 521 3,99 149 492 4,55
2025-07-22 13F MBL Wealth, LLC 12 135 -0,82 955 -0,21
2025-08-08 13F Capital Investment Advisory Services, LLC 2 661 -10,73 209 -10,30
2025-08-05 13F Mma Asset Management Llc 30 694 0,00 2 416 0,54
2025-07-30 13F Syntegra Private Wealth Group, LLC 4 266 336
2025-08-04 13F Mayflower Financial Advisors, LLC 3 090 -18,06 243 -17,63
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 12 653 20,20 996 20,75
2025-07-11 13F Prosperity Planning, Inc. 5 362 -2,88
2025-07-23 13F Sax Wealth Advisors, Llc 14 261 19,05 1 122 19,74
2025-05-01 13F Fulton Breakefield Broenniman Llc 0 -100,00 0 -100,00
2025-08-11 13F Birchbrook, Inc. 390 -67,31 31 -67,74
2025-07-31 13F Glass Jacobson Investment Advisors llc 3 550 -32,06 279 -30,77
2025-08-18 13F/A Kestra Investment Management, LLC 4 136 -31,32 325 -31,00
2025-07-23 13F Nbt Bank N A /ny 19 678 -8,38 1 549 -7,91
2025-07-10 13F High Net Worth Advisory Group LLC 3 194 0,00 251 0,40
2025-08-04 13F Hantz Financial Services, Inc. 708 0
2025-07-28 13F Courier Capital Llc 9 725 -33,69 765 -33,30
2025-08-14 13F Redwood Investment Management, Llc 8 723 7,64 1
2025-07-25 13F Lodestar Private Asset Management Llc 2 560 -10,55 201 -10,27
2025-08-06 13F Vestmark Advisory Solutions, Inc. 340 102 -5,80 26 766 -5,30
2025-07-03 13F First Hawaiian Bank 48 781 -0,39 3 839 0,16
2025-07-17 13F LVW Advisors, LLC 0 -100,00 0
2025-05-15 13F National Wealth Management Group, LLC 2 757 -12,03 216 -11,16
2025-08-12 13F Maripau Wealth Management Llc 11 173 0,24 880 0,80
2025-07-11 13F Windsor Capital Management, LLC 2 831 -5,19 223 -4,72
2025-07-21 13F Keystone Financial Group, Inc. 3 757 -23,12 294 -23,04
2025-07-30 13F Financial Perspectives, Inc 427 0,00 34 0,00
2025-08-13 13F Baird Financial Group, Inc. 382 030 -3,11 30 066 -2,59
2025-07-21 13F HT Partners LLC 43 498 -0,93 3 423 -0,38
2025-07-22 13F Valpey Financial Services, LLC 57 299 4 509
2025-08-11 13F Seizert Capital Partners, Llc 5 831 0,92 459 1,33
2025-08-13 13F SCS Capital Management LLC 8 491 2,80 668 3,41
2025-08-14 13F Dearborn Partners Llc 3 388 0,00 267 0,38
2025-07-16 13F American National Bank 152 0,00 12 0,00
2025-07-18 13F Cooper Financial Group 12 248 6,91 964 7,48
2025-04-17 13F Montecito Bank & Trust 16 647 -0,19 1 303 1,16
2025-05-07 13F Financially Speaking Inc 0 -100,00 0
2025-08-04 13F Savvy Advisors, Inc. 42 803 29,52 3 369 30,24
2025-08-13 13F Boston Family Office Llc 63 773 -9,76 5 0,00
2025-08-14 13F Enstar Group LTD 32 166 0,00 2 531 0,56
2025-07-24 13F Coordinated Financial Services, Inc. 13 483 114,49 1 061 118,76
2025-07-25 13F Cascade Investment Advisors, Inc. 3 534 0,00 278 0,72
2025-08-11 13F Novak & Powell Financial Services, Inc. 2 669 -86,25 210 -86,18
2025-08-14 13F Sentinus, LLC 3 415 31,04 269 32,02
2025-08-12 13F Coston, McIsaac & Partners 93 1,09 0
2025-08-13 13F Cary Street Partners Financial Llc 28 155 5,33 2 216 5,88
2025-08-14 13F Graney & King, LLC 9 -85,00 1 -100,00
2025-07-24 13F Thompson Investment Management, Inc. 20 941 12,45 1 648 13,11
2025-08-12 13F Hanover Advisors Inc 4 034 -0,98 317 -0,31
2025-08-14 13F Guardian Wealth Management, Inc. 0 -100,00 0
2025-08-14 13F Aureus Asset Management, LLC 13 164 -8,30 1 036 -7,75
2025-08-12 13F Manchester Capital Management LLC 166 0,00 13 8,33
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-08-07 13F Verus Capital Partners, Llc 2 898 -3,98 228 -3,39
2025-06-26 NP TDSB - Cabana Target Drawdown 7 ETF 45 260 -77,47 3 566 -76,84
2025-07-30 13F Crewe Advisors LLC 717 0,00 56 0,00
2025-08-13 13F Johnson Financial Group, Inc. 150 -94,72 12 -95,05
2025-07-07 13F Investors Research Corp 426 0,47 34 0,00
2025-07-10 13F Charter Oak Capital Management, LLC 880 583 5,80 69 302 6,36
2025-08-05 13F Allodium Investment Consultants, LLC 20 999 1,41 1 653 1,98
2025-08-14 13F Benjamin Edwards Inc 46 979 16,74 3 697 17,37
2025-07-15 13F Verum Partners LLC 21 264 -10,80 1 673 -10,34
2025-08-07 13F Tillman Hartley LLC 190 176 -12,55 14 967 -12,08
2025-05-01 13F Schechter Investment Advisors, LLC 12 913 0,02 1 011 1,30
2025-07-17 13F Willow Creek Wealth Management Inc. 1 414 161 3,80 111 295 4,36
2025-07-22 13F Global Assets Advisory, LLC 5 461 -66,67 428 -66,61
2025-08-14 13F Pine Harbor Wealth Management, LLC 27 455 -8,59 2 161 -8,12
2025-07-29 13F Regions Financial Corp 10 103 19,43 795 20,09
2025-08-14 13F Beaird Harris Wealth Management, LLC 58 247 -1,34 4 584 -0,80
2025-07-16 13F ORG Partners LLC 2 102 32,70 165 33,33
2025-07-18 13F Benchmark Wealth Management, LLC 25 455 22,59 2 003 23,26
2025-08-13 13F Vance Wealth, Inc. 4 395 -13,64 346 -13,32
2025-07-23 13F Valmark Advisers, Inc. 1 408 807 4,33 110 873 4,89
2025-05-06 13F Clifford Swan Investment Counsel Llc 0 -100,00 0 -100,00
2025-07-14 13F E&G Advisors, LP 3 370 0,00 265 0,76
2025-07-29 13F Level Wealth Management LLC 33 655 26,82 2 649 27,49
2025-08-14 13F Granite FO LLC 2 628 0,34 207 0,49
2025-07-15 13F Alhambra Investment Partners LLC 8 874 -13,92 698 -13,51
2025-08-12 13F Jpmorgan Chase & Co 32 198 341 58,23 2 534 010 59,08
2025-07-23 13F Penney Financial, LLC 3 930 -6,47 309 -5,79
2025-08-14 13F Snowden Capital Advisors LLC 13 842 2,79 1 089 3,32
2025-08-14 13F Warren Averett Asset Management, LLC 8 863 -10,62 698 -10,18
2025-07-24 13F KFA Private Wealth Group, LLC 3 402 0,32 268 0,75
2025-05-15 13F Two Sigma Securities, Llc 0 -100,00 0 -100,00
2025-08-07 13F Montag A & Associates Inc 10 812 6,82 851 7,32
2025-08-05 13F Texas Bank & Trust Co 12 205 -7,36 961 -6,89
2025-07-17 13F Genesis Private Wealth, Llc 2 746 0,11 216 0,93
2025-08-11 13F Alps Advisors Inc 367 979 -0,25 28 960 0,28
2025-08-14 13F Bank Of America Corp /de/ 7 468 753 -11,27 587 791 -10,79
2025-08-29 13F Evolution Wealth Management Inc. 704 55
2025-07-23 13F Slow Capital, Inc. 58 010 -0,25 4 565 0,29
2025-08-12 13F OneAscent Financial Services LLC 116 781 -49,80 9 -50,00
2025-07-29 NP NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF 67 978 26,93 5 327 27,32
2025-04-17 13F Vista Wealth Management Group, LLC 22 874 1,48 1 791 2,81
2025-08-12 13F Gladstone Institutional Advisory LLC 8 117 -0,33 639 0,16
2025-08-14 13F Aqr Capital Management Llc 218 136 20,91 17 167 21,56
2025-08-08 13F Everett Harris & Co /ca/ 36 445 -4,86 2 868 -4,34
2025-08-14 13F Voya Financial Advisors, Inc. 358 884 5,09 28 208 5,58
2025-08-11 13F Shufro Rose & Co Llc 3 187 -12,68 249 -12,63
2025-07-18 13F SOA Wealth Advisors, LLC. 96 0,00 8 0,00
2025-07-31 13F B & T Capital Management DBA Alpha Capital Management 3 559 0,00 280 0,72
2025-08-13 13F Forthright Family Wealth Advisory LLC 5 128 -38,58 404 -38,28
2025-07-16 13F Diversified Enterprises, LLC 0 -100,00 0
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100,00 0
2025-07-23 13F BankPlus Trust Department 0 -100,00 0
2025-07-18 13F Truist Financial Corp 1 812 600 60,23 142 652 61,09
2025-07-29 13F Calamos Wealth Management LLC 38 685 -1,94 3 045 -1,42
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-08-04 13F Twin City Private Wealth, Llc 4 379 0,18 345 0,58
2025-07-14 13F Golden State Equity Partners 29 034 0,96 2 285 1,47
2025-08-07 13F Greystone Financial Group, LLC 434 542 46,58 34 198 47,37
2025-07-18 13F Warren Street Wealth Advisors, LLC 3 545 279
2025-08-08 13F Hartland & Co., LLC 8 799 -4,38 692 -3,89
2025-08-12 13F Howe & Rusling Inc 3 418 -2,37 269 -1,82
2025-07-23 13F Litman Gregory Asset Management LLC 5 055 0,00 398 0,51
2025-08-11 13F Lummis Asset Management, LP 2 460 0,00 194 0,52
2025-05-06 13F Fpc Investment Advisory, Inc. 0 -100,00 0
2025-08-14 13F Mission Creek Capital Partners, Inc. 3 041 0,03 239 0,84
2025-07-08 13F Webster Bank, N. A. 6 023 0,10 474 0,64
2025-08-14 13F Citadel Advisors Llc 138 941 -59,61 10 935 -59,39
2025-07-29 13F Gladwyn Financial Advisors, Inc. 54 423 4 283
2025-08-06 13F Nicholas Hoffman & Company, LLC. 5 192 0,00 409 0,49
2025-07-09 13F Lbmc Investment Advisors, Llc 7 415 0,24 584 0,69
2025-07-14 13F Infinity Wealth Counsel, LLC 49 903 -0,41 3 927 0,13
2025-08-13 13F GeoWealth Management, LLC 458 1 137,84 36 1 700,00
2025-07-29 13F Latitude Advisors, LLC 2 547 200
2025-08-12 13F Jacobi Capital Management LLC 4 008 -20,51 315 -20,05
2025-08-13 13F Willis Johnson & Associates, Inc. 9 102 0,73 716 1,27
2025-07-07 13F Good Steward Wealth Advisors,LLC 21 573 21,49 1 698 22,09
2025-07-15 13F Kwmg, Llc 181 869 45,49 14 313 46,27
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 59 893 -32,40 4 714 -32,04
2025-08-13 13F Baker Avenue Asset Management, LP 45 404 -1,12 3 573 -0,58
2025-07-07 13F Bangor Savings Bank 112 0,00 9 0,00
2025-07-30 13F Jackson Thornton Asset Management, Llc 3 472 -6,74 271 -6,87
2025-07-10 13F Arbor Wealth Advisors LLC 32 668 3,86 2 571 4,39
2025-07-17 13F Financial Partners Group, LLC 72 595 5 713
2025-07-25 13F Wealth Architects, LLC 54 578 7,43 4 295 8,02
2025-08-11 13F United Advisor Group, LLC 6 529 -0,99 514 -0,58
2025-07-24 13F Greenwood Gearhart Inc 0 -100,00 0
2025-08-12 13F Quadcap Wealth Management, LLC 0 -100,00 0
2025-08-13 13F Wealthquest Corp 409 564 5,46 32 233 6,02
2025-07-25 13F Parker Financial LLC 140 306 2,99 11 042 3,53
2025-07-07 13F Global Wealth Strategies & Associates 205 0,00 16 0,00
2025-07-23 13F First Merchants Corp 749 453 1,70 58 982 2,25
2025-07-18 13F Pacific Point Advisors, LLC 5 980 0,00 471 0,43
2025-04-22 13F Jfs Wealth Advisors, Llc 0 -100,00 0 -100,00
2025-05-16 13F Coordinated Financial Services, Inc./CO 8 517 145,66 667 151,32
2025-07-17 13F CWA Asset Management Group, LLC 15 934 4,16 1 254 4,68
2025-08-13 13F Vantagepoint Investment Advisers Llc 0 -100,00 0
2025-08-05 13F Freestone Capital Holdings, LLC 921 258 2,63 72 503 3,19
2025-07-25 13F PrairieView Partners, LLC 34 907 -10,53 3 -33,33
2025-07-17 13F Sound Income Strategies, LLC 247 39,55 19 46,15
2025-08-14 13F Voya Investment Management Llc 158 059 -1,52 12 439 -0,99
2025-07-30 13F Axiom Financial Strategies, LLC 24 873 -12,06 1 958 -11,61
2025-07-18 13F USA Financial Portformulas Corp 11 975 942
2025-08-13 13F Summit Wealth Group Llc / Co 36 552 2 877
2025-08-05 13F Centennial Bank/AR/ 54 127 -3,16 4 260 -2,65
2025-08-06 13F Equity Investment Corp 12 118 0,95 954 1,49
2025-07-23 13F Hardy Reed LLC 24 821 -0,05 1 953 0,51
2025-08-18 13F Hollencrest Capital Management 24 592 -3,42 1 935 -2,91
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1 313 056 -3,07 103 -2,83
2025-08-14 13F Connecticut Wealth Management, LLC 75 414 -18,96 5 935 -18,52
2025-07-15 13F Bfsg, Llc 53 156 -1,65 4 183 -1,11
2025-08-13 13F JT Stratford LLC 9 429 36,67 742 37,41
2025-08-05 13F Arrowroot Family Office, LLC 53 812 8,32 4 235 10,34
2025-07-29 13F Wealthstream Advisors, Inc. 7 984 -41,44 628 -41,14
2025-07-08 13F Lowe Wealth Advisors, LLC 652 0,00 51 0,00
2025-07-21 13F Fortis Capital Advisors, LLC 0 -100,00 0
2025-04-02 13F Marcum Wealth, LLC 15 687 -3,93 1 228 -2,70
2025-07-29 NP NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF 111 159 -65,29 8 710 -64,29
2025-07-17 13F TBH Global Asset Management, LLC 20 083 57,80 1 531 61,33
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 336 178 0,03 26 457 0,57
2025-08-14 13F Acorn Wealth Advisors, LLC 17 700 96,56 1 393 97,73
2025-08-04 13F Buck Wealth Strategies, LLC 9 792 67,18 771 68,12
2025-08-14 13F Comerica Bank 786 255 11,95 61 878 12,55
2025-07-29 13F Chicago Partners Investment Group LLC 21 515 -1,99 1 687 -1,86
2025-07-22 13F Berkshire Money Management, Inc. 791 653 33,24 62 303 33,96
2025-08-13 13F Independent Family Office, LLC 15 692 7,78 1 235 8,34
2025-08-14 13F SWAN Capital LLC 3 0,00 0
2025-08-13 13F Haverford Trust Co 53 310 0,00 4 195 0,53
2025-07-16 13F Dakota Wealth Management 2 877 -44,56 226 -44,33
2025-08-12 13F Franklin Resources Inc 5 981 -8,80 471 -8,38
2025-07-14 13F Acropolis Investment Management, LLC 48 868 -5,57 3 846 -5,09
2025-08-14 13F Hancock Whitney Corp 13 343 1,57 1 050 2,14
2025-08-05 13F American Capital Advisory, LLC 2 251 -63,18 177 -62,97
2025-08-18 13F N.E.W. Advisory Services LLC 9 0,00 1
2025-07-21 13F Ashton Thomas Securities, Llc 18 599 3,14 1 464 3,69
2025-07-16 13F Howard Capital Management Group, LLC 3 651 -0,54 287 0,00
2025-07-28 13F Perfromance Wealth Partners, LLC 38 310 -1,65 3 015 -1,15
2025-08-13 13F Natixis Advisors, L.p. 139 120 2,59 11 0,00
2025-05-09 13F Delta Financial Group, Inc. 4 703 -7,51 0
2025-07-22 13F Stanich Group LLC 0 -100,00 0
2025-07-22 13F Team Financial Group, LLC 7 907 -1,92 622 -1,43
2025-08-05 13F RiverGlades Family Offices LLC 3 380 0,00 266 0,76
2025-07-31 13F BIP Alliance, LLC 42 054 -13,10 3 310 -12,65
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1 530 0,00 120 0,84
2025-07-09 13F Shore Point Advisors, LLC 7 402 7,20 583 7,78
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 4 323 0,00 340 0,59
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100,00 0
2025-08-08 13F Cedar Wealth Management, LLC 578 45
2025-08-01 13F American Financial & Tax Strategies Inc 29 406 -16,81 2 314 -16,37
2025-07-22 13F Wealthcare Advisory Partners LLC 12 204 -10,09 960 -9,60
2025-07-03 13F TrueWealth Advisors, LLC 7 185 -1,45 565 -0,88
2025-08-04 13F Clear Investment Research, Llc 1 107 0,00 87 1,16
2025-07-22 13F Sage Investment Counsel LLC 2 710 213
2025-07-30 13F Wbh Advisory Inc 97 842 -9,27 7 700 -8,78
2025-08-13 13F Cary Street Partner Investment Advisory Llc 6 510 0,00 512 0,59
2025-07-25 13F Richardson Financial Services Inc. 2 773 -0,18 218 0,46
2025-08-11 13F Lowe Brockenbrough & Co Inc 110 9
2025-08-11 13F Wealthspire Advisors, LLC 122 642 -43,59 9 652 -43,29
2025-04-21 13F Greenup Street Wealth Management Llc 0 -100,00 0
2025-07-31 13F Whipplewood Advisors, LLC 0 -100,00 0
2025-08-13 13F Cresset Asset Management, LLC 24 543 -17,38 1 932 -16,95
2025-08-14 13F Peapack Gladstone Financial Corp 1 005 787 -4,36 79 -3,66
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