VGIT Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF Action - prix de l'action, participation institutionnelle, actionnaires (NasdaqGM)

Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF

Statistiques de base
Propriétaires institutionnels 863 total, 862 long only, 0 short only, 1 long/short - change of 1,17% MRQ
Allocation moyenne du portefeuille 1.3348 % - change of -5,93% MRQ
Actions institutionnelles (Long) 401 795 454 (ex 13D/G) - change of 4,34MM shares 1,09% MRQ
Valeur institutionnelle (Long) $ 23 273 105 USD ($1000)
Participation institutionnels et actionnaires

Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF (US:VGIT) détient 863 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 401,795,454 actions. Les principaux actionnaires incluent Jpmorgan Chase & Co, Bank Of America Corp /de/, Morgan Stanley, Empower Advisory Group, LLC, Creative Planning, SCS Capital Management LLC, Colony Group, LLC, Ameriprise Financial Inc, Ronald Blue Trust, Inc., and Nepc Llc .

Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF (NasdaqGM:VGIT) 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 9, 2025 is 60,24 / share. Previously, on September 10, 2024, the share price was 60,71 / share. This represents a decline of 0,77% over that period.

VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury 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.

VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF Historical Put/Call Ratio
Déclarations 13D/G

Nous présentons les dépôts 13D/G séparément des dépôts 13F en raison de leur traitement différent par la SEC. Les déclarations 13D/G peuvent être déposées par des groupes d'investisseurs (avec un leader), ce qui n'est pas le cas des déclarations 13F. Il en résulte des situations dans lesquelles un investisseur peut déposer une déclaration 13D/G indiquant une valeur pour le total des actions (représentant toutes les actions détenues par le groupe d'investisseurs), mais déposer ensuite une déclaration 13F indiquant une valeur différente pour le total des actions (représentant strictement ses propres actions). Cela signifie que l'actionnariat des déclarations 13D/G et des déclarations 13F n'est souvent pas directement comparable, c'est pourquoi nous les présentons séparément.

Note : À compter du 16 mai 2021, nous n'affichons plus les propriétaires qui n'ont pas déposé de déclaration 13D/G au cours de l'année écoulée. Auparavant, nous montrions l'historique complet des déclarations 13D/G. En général, les entités qui sont tenues de déposer des déclarations 13D/G doivent le faire au moins une fois par an avant de soumettre une déclaration de clôture. Cependant, il arrive que des fonds sortent de positions sans soumettre de déclaration de clôture (c'est-à-dire qu'ils procèdent à une liquidation), de sorte que l'affichage de l'historique complet pouvait prêter à confusion quant à l'actionnariat actuel. Pour éviter toute confusion, nous n'affichons désormais que les propriétaires "actuels", c'est-à-dire les propriétaires qui ont déposé des documents au cours de l'année écoulée.

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Date de dépôt Formulaire Investisseur Actions
précédentes
Actions
actuelles
&Delta ; Actions
(Pourcentage)
Participation
(Pourcentage)
&Delta ; Participation
(Pourcentage)
2024-11-12 13G/A FMR LLC 27,280,281 17,980,303 -34.09 3.52 -52.69
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.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 0 -100,00 0
2025-07-03 13F Fiduciary Financial Group, Llc 18 205 -0,82 1 083 0,09
2025-04-10 13F TrueWealth Advisors, LLC 0 -100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 28 920 9,79 1 730 10,55
2025-07-31 13F Silver Oak Advisory Group, Inc. 19 446 7,72 1 0,00
2025-08-11 13F Howard Wealth Management, Llc 3 902 1,32 233 2,19
2025-08-12 13F Atlas Capital Advisors Llc 101 482 150,99 6 070 152,77
2025-07-24 13F Trust Co Of Toledo Na /oh/ 422 25
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1 984 -12,87 119 -12,59
2025-08-14 13F First Financial Bankshares Inc 0 -100,00 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 9 521 120,29 569 122,27
2025-08-13 13F Jump Financial, LLC 0 -100,00 0
2025-07-15 13F Five Pine Wealth Management 94 512 15,74 5 668 16,87
2025-07-25 13F NorthRock Partners, LLC 553 -6,90 33 -5,71
2025-08-14 13F CoreCap Advisors, LLC 11 552 3,38 691 4,07
2025-07-03 13F Garde Capital, Inc. 188 077 10,21 11 249 10,97
2025-07-22 13F DAVENPORT & Co LLC 5 450 -2,85 326 -2,40
2025-07-17 13F Poinciana Advisors Group, Llc 132 866 1,24 7 947 1,94
2025-08-08 13F Pnc Financial Services Group, Inc. 158 618 -13,23 9 487 -12,64
2025-08-01 13F Logan Capital Management Inc 18 0,00 1 0,00
2025-07-15 13F North Star Investment Management Corp. 66 4
2025-08-12 13F Summit Global Investments 7 144 -0,57 0
2025-07-31 13F Schoolcraft Capital LLC 5 181 -4,62 310 -4,04
2025-07-30 13F Patten Group, Inc. 13 980 -18,42 836 -17,80
2025-06-27 NP TRTY - Cambria Trinity ETF 145 998 28,30 8 756 31,91
2025-08-13 13F Congress Wealth Management LLC / DE / 54 133 0,65 3 238 1,35
2025-08-14 13F Stansberry Asset Management, Llc 5 835 3,00 349 3,57
2025-04-11 13F Independence Bank of Kentucky 0 -100,00 0
2025-05-23 NP OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio 865 000 0,00 51 381 2,41
2025-07-23 13F Sachetta, LLC 288 0,00 17 0,00
2025-08-08 13F Advyzon Investment Management, LLC 36 204 -8,40 2 165 -7,75
2025-07-15 13F Pictet North America Advisors SA 5 020 300
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 2 096 896 6,72 125 415 7,45
2025-07-15 13F Fifth Third Bancorp 569 34
2025-08-11 13F Brown Brothers Harriman & Co 6 283 679,53 376 697,87
2025-07-29 13F Arista Wealth Management, LLC 379 558 2,51 22 701 3,22
2025-07-23 13F Clear Creek Financial Management, LLC 5 320 0,00 318 0,63
2025-08-06 13F Walkner Condon Financial Advisors LLC 30 070 48,57 1 798 49,58
2025-05-16 13F Strait & Sound Wealth Management LLC 0 -100,00 0
2025-04-02 13F Clark Asset Management, LLC 0 -100,00 0 -100,00
2025-07-10 13F Perkins Coie Trust Co 813 49
2025-08-07 13F WESCAP Management Group, Inc. 85 360 229,33 5 105 231,71
2025-07-29 13F Portland Financial Advisors Inc 3 510 210
2025-08-14 13F Ieq Capital, Llc 26 134 30,14 1 563 31,12
2025-07-31 13F GenTrust, LLC 102 184 -15,50 6 112 -14,91
2025-07-10 13F CWC Advisors, LLC. 119 157 3,21 7 127 3,91
2025-08-11 13F Pineridge Advisors LLC 0 -100,00 0
2025-05-12 13F Blueprint Investment Partners LLC 0 -100,00 0
2025-07-31 13F CVA Family Office, LLC 296 0,00 18 0,00
2025-08-05 13F Bank Of Montreal /can/ 259 402 0,50 15 515 1,19
2025-07-15 13F Graypoint LLC 48 161 5,89 2 881 6,63
2025-08-06 13F DDFG, Inc 0 -100,00 0
2025-07-18 13F SigFig Wealth Management, LLC 23 790 33,24 1 419 34,12
2025-08-14 13F Clarity Capital Advisors, LLC 23 993 53,35 1 435 54,47
2025-08-14 13F Cardiff Park Advisors, Llc 24 393 0,44 1 459 1,11
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 10 832 0,00 643 2,39
2025-07-11 13F Westfuller Advisors, LLC 8 268 0,98 495 1,65
2025-08-05 13F J. W. Coons Advisors, LLC 5 175 0,00 310 0,65
2025-08-14 13F Evergreen Capital Management Llc 10 095 0,00 604 0,67
2025-07-31 13F Nilsine Partners, LLC 49 438 2,18 2 957 2,89
2025-08-13 13F Allie Family Office LLC 3 346 200
2025-08-18 13F/A National Bank Of Canada /fi/ 61 040 3 884,33 3 651 3 910,99
2025-08-04 13F REDW Wealth LLC 58 633 0,53 3 507 1,21
2025-08-12 13F XTX Topco Ltd 0 -100,00 0
2025-08-12 13F Bokf, Na 475 0,00 28 0,00
2025-07-10 13F Websterrogers Financial Advisors, Llc 136 330 3,02 8 154 3,73
2025-08-04 13F Creative Financial Designs Inc /adv 396 850 4,56 23 736 5,28
2025-07-28 13F Harbour Investments, Inc. 59 056 8,85 3 532 9,62
2025-07-09 13F Pacific Capital Wealth Advisors, Inc 6 964 -55,99 412 -56,12
2025-07-23 13F Proffitt & Goodson Inc 970 659 1,80 58 055 2,51
2025-07-22 13F Marietta Wealth Management, LLC 115 557 1,37 6 911 2,07
2025-08-11 13F CFS Investment Advisory Services, LLC 57 670 12,37 3 0,00
2025-07-15 13F Td Private Client Wealth Llc 58 115 26,16 3 476 27,01
2025-07-16 13F Register Financial Advisors LLC 1 500 90
2025-08-14 13F Mml Investors Services, Llc 185 842 -25,05 11 -21,43
2025-08-15 13F Keel Point, LLC 12 001 -5,39 718 -4,78
2025-07-29 13F Hoese & Co LLP 204 0,00 12 0,00
2025-08-01 13F Ashton Thomas Private Wealth, LLC 17 539 0,13 1 049 0,87
2025-07-07 13F Shotwell Rutter Baer Inc 141 186 2,65 8 365 1,54
2025-07-25 13F Pathway Financial Advisors LLC 500 885 67,34 29 958 68,49
2025-08-01 13F Strategic Financial Services, Inc, 2 237 058 3,03 133 798 3,74
2025-04-22 13F Synergy Financial Management, LLC 0 -100,00 0
2025-07-15 13F Family Wealth Partners, Llc 243 686 2,88 14 575 3,58
2025-07-23 13F Prime Capital Investment Advisors, LLC 34 805 -48,00 2 082 -47,66
2025-08-13 13F Kilter Group LLC 396 24
2025-07-09 13F Breakwater Investment Management 20 403 -23,89 1 220 -23,37
2025-07-17 13F Clear Point Advisors Inc. 7 370 1,56 441 2,09
2025-05-05 13F Hazlett, Burt & Watson, Inc. 0 -100,00 0
2025-08-13 13F Cheviot Value Management, LLC 2 0,00 0
2025-08-14 13F Tudor Investment Corp Et Al 28 091 1 680
2025-07-25 13F Investment Advisory Group, LLC 14 813 0,14 886 0,80
2025-04-23 13F GHP Investment Advisors, Inc. 0 -100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 56 007 -27,66 3 350 -27,18
2025-08-08 13F Creative Planning 15 055 511 9,40 900 470 10,15
2025-07-29 13F Beverly Hills Private Wealth, LLC 161 758 -12,00 9 675 -11,39
2025-07-15 13F McAdam, LLC 9 175 -5,50 549 -4,86
2025-07-15 13F Kraft Asset Management, Llc 92 007 -2,92 5 503 -2,26
2025-08-27 NP HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 483 691 -43,60 28 930 -43,21
2025-07-23 13F Fluent Financial, LLC 88 217 -17,26 5 276 -16,68
2025-04-28 13F Fedenia Advisers LLC 0 -100,00 0
2025-07-29 13F Salomon & Ludwin, LLC 212 690 8,16 12 641 8,13
2025-08-12 13F Hikari Tsushin, Inc. 54 954 0,00 3 287 0,67
2025-04-11 13F Enclave Advisors LLC 0 -100,00 0
2025-07-21 13F Impact Investors, Inc 88 104 15,00 5 269 15,80
2025-07-22 13F Net Worth Advisory Group 230 799 109,19 13 804 110,65
2025-07-28 13F RFG Advisory, LLC 104 570 9,13 6 254 9,89
2025-08-05 13F Burney Co/ 1 225 315 1,95 73 286 2,65
2025-07-10 13F Exchange Traded Concepts, Llc 278 623 -8,00 16 664 -7,36
2025-07-31 13F Curio Wealth, Llc 61 1 425,00 4 -50,00
2025-08-14 13F C M Bidwell & Associates Ltd 4 320 258
2025-07-14 13F Park Avenue Securities Llc 294 976 -3,91 18 -5,56
2025-07-07 13F RB Capital Management, LLC 67 502 0,27 4 037 0,98
2025-07-08 13F Hickory Point Bank & Trust 53 860 7,16 3 221 7,91
2025-08-26 NP Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares 102 231 5,19 6 114 5,93
2025-07-14 13F Sowell Financial Services LLC 22 288 15,14 1 333 16,01
2025-05-15 13F Texas Treasury Safekeeping Trust Co 0 -100,00 0
2025-07-25 13F Cwm, Llc 279 730 3,42 17 0,00
2025-08-15 13F WFA of San Diego, LLC 5 333 -13,57 319 -14,52
2025-07-25 13F Concord Wealth Partners 10 192 -4,39 610 -3,79
2025-08-05 13F Benningfield Financial Advisors, Llc 35 843 -7,59 2 144 -6,95
2025-08-11 13F Advisor Resource Council 0 -100,00 0
2025-03-21 13F Prostatis Group LLC 0 -100,00 0
2025-07-14 13F GAMMA Investing LLC 3 361 -62,98 201 -62,71
2025-07-16 13F Lloyd Advisory Services, LLC. 0 -100,00 0
2025-07-30 13F SkyOak Wealth, LLC 16 192 0,00 968 0,73
2025-06-26 NP MSTGX - Morningstar Global Income Fund 68 548 -67,03 4 111 -66,11
2025-07-15 13F Gunma Bank,Ltd. 395 000 0,00 24 0,00
2025-08-14 13F Goldman Sachs Group Inc 675 112 185,66 40 378 187,63
2025-08-11 13F First American Trust, Fsb 33 047 5,47 1 977 6,18
2025-08-12 13F RiverFront Investment Group, LLC 1 017 471 -0,01 60 855 0,67
2025-08-13 13F Parkworth Wealth Management, Inc. 4 007 17,10 240 17,73
2025-08-19 13F Delos Wealth Advisors, LLC 330 20
2025-07-03 13F Whitcomb & Hess, Inc. 40 244 0,56 2 407 1,22
2025-08-07 13F Howard Bailey Securities, Llc 0 -100,00 0
2025-08-05 13F Dunhill Financial, LLC 62 0,00 4 0,00
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-08-08 13F CWS Financial Advisors, LLC 16 040 65,00 959 66,20
2025-07-31 13F Topsail Wealth Management, LLC 33 0,00 2 0,00
2025-08-07 13F Parkside Financial Bank & Trust 536 0,00 32 3,23
2025-07-17 13F Paradigm Financial Partners, Llc 27 795 123,74 1 662 125,51
2025-08-05 13F Integrity Financial Corp /WA 820 0,00 49 2,08
2025-07-14 13F Brady Martz Wealth Solutions, LLC 283 187 106,52 16 937 107,94
2025-07-14 13F Pacifica Partners Inc. 1 330 0,00 79 0,00
2025-08-08 13F WASHINGTON TRUST Co 0 -100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 96 875 -8,13 5 794 -7,49
2025-05-09 13F Investment Counsel Co Of Nevada 0 -100,00 0
2025-08-14 13F Daiwa Securities Group Inc. 541 21,57 0
2025-08-01 13F Equita Financial Network, Inc. 0 -100,00 0
2025-08-12 13F Titleist Asset Management, Llc 5 547 6,80 332 7,47
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0
2025-08-08 13F Ironwood Investment Counsel, LLC 3 520 211
2025-07-17 13F Sfm, Llc 0 -100,00 0
2025-07-22 13F Inlight Wealth Management, LLC 2 974 41,69 178 42,74
2025-07-21 13F Financial Council Asset Management Inc 4 545 1,04 272 1,50
2025-07-30 13F Bogart Wealth, LLC 2 444 39,50 146 40,38
2025-07-24 13F Brandywine Oak Private Wealth Llc 1 002 142 1,25 59 938 1,95
2025-07-29 13F Kondo Wealth Advisors, Inc. 381 540 4,74 22 698 4,90
2025-08-14 13F Old Mission Capital Llc 0 -100,00 0
2025-07-30 13F/A Old Point Trust & Financial Services N A 25 021 76,02 1 497 77,25
2025-08-08 13F Mittelman Wealth Management 3 546 -21,43 212 -20,90
2025-07-17 13F Nova R Wealth, Inc. 315 241 2,13 18 855 2,84
2025-07-24 13F Bernard Wealth Management Corp. 0 -100,00 0
2025-08-07 13F Midland Wealth Advisors Llc 2 508 721 2,48 150 047 3,19
2025-07-15 13F Accurate Wealth Management, LLC 0 -100,00 0
2025-07-01 13F Burkett Financial Services, Llc 108 704 15,90 6 502 16,69
2025-07-18 13F Pure Financial Advisors, Inc. 30 915 97,05 1 849 98,60
2025-08-05 13F Hunter Associates Investment Management Llc 21 449 15,14 1 0,00
2025-07-28 13F Frazier Financial Advisors, LLC 9 1
2025-08-08 13F Larson Financial Group LLC 191 15,06 11 22,22
2025-07-08 13F Zrc Wealth Management, Llc 1 510 0,00 90 1,12
2025-08-13 13F United Wealth Management, LLC 337 201 -3,68 20 168 -3,01
2025-04-30 13F Ramiah Investment Group 16 201 33,05 962 33,24
2025-08-13 13F Russell Investments Group, Ltd. 0 -100,00 0
2025-08-14 13F Tennessee Valley Asset Management Partners 6 900 0,00 413 0,73
2025-08-08 13F Emerald Investment Partners, Llc 1 087 10,92 65 12,07
2025-07-18 13F Powers Advisory Group, LLC 9 136 50,04 546 51,25
2025-08-14 13F Cooperman Leon G 25 028 0,00 1 497 0,67
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 12 278 0,00 1
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 345 737 -10,13 20 679 -9,35
2025-08-13 13F Cambria Investment Management, L.P. 164 381 26,43 9 801 27,32
2025-07-30 13F Princeton Global Asset Management LLC 8 139 487
2025-07-02 13F Waller Financial Planning Group, Inc 4 708 -7,49 282 -6,95
2025-08-12 13F Power Wealth Management Llc 7 375 -0,95 441 -0,23
2025-08-14 13F Millennium Management Llc 3 564 213
2025-04-09 13F Roxbury Financial LLC 0 -100,00 0
2025-07-17 13F CogentBlue Wealth Advisors, LLC 151 121 17,80 9 039 18,61
2025-08-01 13F Bessemer Group Inc 1 029 0,00 0
2025-08-14 13F Ameriprise Financial Inc 7 543 279 83,50 451 113 84,73
2025-07-22 13F Old National Bancorp /in/ 1 469 685 342,94 87 902 346,02
2025-07-09 13F Pines Wealth Management, LLC 13 574 6,62 804 6,49
2025-08-12 13F MAI Capital Management 136 913 9,63 8 189 10,38
2025-07-23 13F BankPlus Trust Department 180 0,00 11 0,00
2025-08-12 13F BWM Planning, LLC 0 -100,00 0
2025-07-28 13F BRYN MAWR TRUST Co 32 456 -3,04 1 941 -2,36
2025-07-23 13F HMV Wealth Advisors, LLC 80 024 13,09 4 786 13,87
2025-08-04 13F Pensionmark Financial Group, Llc 31 687 -5,50 1 895 -4,82
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 5 327 -12,24 319 -11,67
2025-07-11 13F Essex Savings Bank 29 041 8,37 1 737 9,11
2025-07-18 13F First Pacific Financial 1 055 0,00 63 1,61
2025-07-31 13F BIP Wealth, LLC 10 925 21,27 653 22,06
2025-08-14 13F Federation des caisses Desjardins du Quebec 996 0,00 60 0,00
2025-08-14 13F Hurley Capital, LLC 129 331 2,97 7 735 3,69
2025-08-08 13F/A Ignite Planners, LLC 24 445 7,95 1 448 7,34
2025-08-01 13F FSA Advisors, Inc. 0 -100,00 0
2025-08-14 13F Diversify Advisory Services, LLC 22 791 47,72 1 359 47,13
2025-05-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-05-15 13F Oxford Financial Group Ltd 0 -100,00 0
2025-05-13 13F Adams Wealth Management 189 577 11 261
2025-05-05 13F Lindbrook Capital, Llc 90 5
2025-08-12 13F Mmbg Investment Advisors Co. 14 793 0,00 885 0,68
2025-08-13 13F Portland Global Advisors LLC 621 862 -0,68 37 194 0,00
2025-08-27 NP HCIIX - The Core Fixed Income Portfolio HC Strategic Shares 197 801 -67,85 11 830 -67,63
2025-07-28 13F Axxcess Wealth Management, Llc 6 135 367
2025-08-14 13F Qube Research & Technologies Ltd 224 -70,41 13 -70,45
2025-08-15 13F Alaethes Wealth LLC 556 268 6,03 33 270 6,76
2025-07-11 13F Walker Financial Services, Inc. 92 641 3,76 5 541 4,47
2025-08-14 13F Icon Wealth Advisors, LLC 10 695 0,00 640 0,63
2025-05-15 13F/A Orion Portfolio Solutions, LLC 47 200 4,88 2 804 7,39
2025-07-10 13F Focus Financial Network, Inc. 6 243 -1,16 373 -0,53
2025-05-16 13F Capital & Planning, Llc 0 -100,00 0
2025-07-21 13F Mechanics Financial Corp 34 254 20,32 2 049 21,11
2025-08-05 13F Marion Wealth Management 98 985 1,42 5 920 2,12
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares 42 980 -2,90 2 571 -2,24
2025-05-13 13F State of Tennessee, Treasury Department 0 -100,00 0
2025-05-13 13F Cascade Financial Partners, LLC 0 -100,00 0
2025-08-08 13F Tiff Advisory Services Inc 55 717 0,00 3 332 0,70
2025-07-22 13F MGO Private Wealth, LLC 25 575 -48,67 1 530 -48,33
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 85 408 138,43 5 108 140,15
2025-08-13 13F Schroder Investment Management Group 1 238 333 73 867
2025-08-14 13F Synovus Financial Corp 96 355 -0,14 5 764 0,58
2025-07-25 13F Transcendent Capital Group LLC 41 023 -0,33 2 454 0,37
2025-08-13 13F Capital Group Private Client Services, Inc. 50 420 0,00 3 016 0,70
2025-07-16 13F Paragon Capital Management Ltd 0 -100,00 0
2025-08-12 13F Nemes Rush Group LLC 514 703,12 31 900,00
2025-07-28 13F Morningstar Investment Management LLC 72 197 -40,64 4 -42,86
2025-07-08 13F Apella Capital, LLC 130 082 -19,38 7 697 -19,25
2025-07-16 13F Kathmere Capital Management, LLC 640 090 -2,53 38 284 -1,85
2025-07-22 13F Tandem Investment Partners LLC 43 050 8,96 2 575 9,72
2025-08-14 13F Syon Capital Llc 0 -100,00 0
2025-07-15 13F Foster Victor Wealth Advisors, LLC 63 600 0,11 3 773 1,23
2025-04-10 13F Bremer Bank National Association 181 149 0,00 10 760 2,42
2025-08-12 13F LPL Financial LLC 1 813 555 1,03 108 469 1,73
2025-08-14 13F Sand Hill Global Advisors, LLC 1 110 253 3,24 66 404 3,95
2025-07-14 13F Abacus Wealth Partners, LLC 17 319 -39,55 1 036 -39,15
2025-08-13 13F Jones Financial Companies Lllp 264 909 17,22 15 812 17,93
2025-08-15 13F CI Private Wealth, LLC 5 619 594 144,59 336 108 146,28
2025-08-14 13F Hrt Financial Lp 11 045 1
2025-07-10 13F Sovran Advisors, LLC 6 731 398
2025-08-12 13F Journey Strategic Wealth Llc 0 -100,00 0
2025-07-31 13F/A Avion Wealth 1 935 -1,98 0
2025-07-25 13F We Are One Seven, LLC 60 001 2,20 3 589 2,90
2025-08-15 13F Morgan Stanley 19 111 064 -20,14 1 143 033 -19,59
2025-08-12 13F YANKCOM Partnership 512 0,00 31 0,00
2025-08-13 13F Mount Yale Investment Advisors, LLC 105 6
2025-08-13 13F Rsm Us Wealth Management Llc 9 553 -11,33 571 -10,64
2025-04-28 13F Mainstream Capital Management LLC 0 -100,00 0
2025-07-23 13F REAP Financial Group, LLC 20 149 -11,00 1 205 -10,34
2025-08-13 13F EverSource Wealth Advisors, LLC 175 449 0,34 10 494 1,04
2025-08-06 13F ETF Store, Inc. 5 263 -0,66 315 0,00
2025-08-14 13F Bragg Financial Advisors, Inc 50 938 0,87 3 047 1,57
2025-08-14 13F Evercore Wealth Management, LLC 5 197 0,00 311 0,65
2025-08-11 13F Private Advisor Group, LLC 575 614 14,61 34 428 15,40
2025-07-15 13F Armis Advisers, LLC 9 975 -19,26 597 -18,69
2025-08-12 13F Cornerstone Wealth Management, LLC 12 131 -1,24 726 -0,55
2025-08-14 13F State Street Corp 4 450 000 -19,09 266 154 -18,53
2025-08-08 13F Altiora Financial Group, LLC 40 559 -0,73 2 426 -0,08
2025-08-13 13F Employees Retirement System of Texas 1 428 0,63
2025-07-11 13F First PREMIER Bank 526 -74,66 0
2025-07-18 13F RKL Wealth Management LLC 451 073 21,62 26 979 22,46
2025-08-14 13F Colony Group, LLC 8 459 588 4,72 505 968 5,45
2025-08-13 13F Maia Wealth LLC 3 678 220
2025-08-07 13F Midwest Trust Co 12 314 736
2025-07-31 13F LJI Wealth Management, LLC 41 361 1,52 2 474 2,19
2025-08-01 13F New York Life Investment Management Llc 471 782 -15,23 28 217 -14,64
2025-07-09 13F Seaside Wealth Management, Inc. 190 985 4,89 11 423 5,61
2025-07-31 13F Auour Investments LLC 71 990 -3,47 4 306 -3,73
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 5 724 12,50 342 13,25
2025-07-15 13F Tenon Financial LLC 11 120 0,00 665 0,76
2025-07-31 13F Cardinal Point Capital Management, ULC 923 716 1,81 55 247 2,51
2025-08-08 13F Smithfield Trust Co 38 118 5,14 2 0,00
2025-08-04 13F Family Wealth Group, LLC 0 -100,00 0
2025-04-22 13F Integrity Wealth Solutions LLC 0 -100,00 0
2025-08-15 13F Kestra Advisory Services, LLC 616 110 21,74 36 850 22,58
2025-07-30 13F Ethic Inc. 10 849 -62,13 647 -61,92
2025-07-21 13F Keb Asset Management, Llc 25 108 255,49 1 502 258,23
2025-07-28 13F IFG Advisors, LLC 3 528 -22,26 211 -21,93
2025-08-14 13F GWM Advisors LLC 129 303 169,98 7 734 171,91
2025-05-16 13F American Trust 0 -100,00 0 -100,00
2025-07-09 13F StrongBox Wealth, LLC 162 334 5,30 9 709 6,03
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100,00 0
2025-08-11 13F Dorsey & Whitney Trust CO LLC 51 834 -7,87 3 100 -7,24
2025-07-10 13F Signal Advisors Wealth, LLC 13 690 -0,03 819 0,62
2025-07-22 13F Simplicity Wealth,LLC 142 898 97,24 8 547 98,61
2025-08-11 13F Shufro Rose & Co Llc 76 614 -0,58 4 551 -0,59
2025-08-13 13F Beacon Pointe Advisors, LLC 14 696 -6,95 879 -6,40
2025-04-25 13F Stonebridge Financial Group, LLC 0 -100,00 0
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 0 -100,00 0
2025-08-13 13F Fortress Financial Solutions, LLC 7 095 93,59 424 95,39
2025-08-14 13F Wells Fargo & Company/mn 2 501 713 13,84 149 627 14,62
2025-07-30 13F Phillips Financial Management, Llc 43 0,00 3 0,00
2025-04-11 13F Permanent Capital Management, LP 1 015 724 -6,40 60 334 -4,14
2025-08-07 13F Fagan Associates, Inc. 26 335 -1,85 1 575 -1,13
2025-08-07 13F PFG Advisors 12 512 1,03 748 1,77
2025-07-21 13F Segment Wealth Management, LLC 92 256 -3,32 5 518 -2,66
2025-08-13 13F Virtus Fixed Income Advisers, LLC 15 1
2025-04-22 13F Tower View Investment Management & Research LLC 0 -100,00 0
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 1 517 236 38,00 90 746 38,95
2025-07-18 13F Forza Wealth Management, LLC 27 031 54,46 1 617 55,53
2025-07-11 13F Grove Bank & Trust 1 549 93
2025-08-15 13F Equitable Holdings, Inc. 28 607 20,71 1 711 21,54
2025-08-14 13F Diversify Wealth Management, Llc 45 223 -20,54 2 696 -20,85
2025-07-29 13F Flagstone Financial Management 9 579 0,00 573 0,70
2025-08-07 13F Fund Evaluation Group, LLC 8 863 530
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-07-31 13F Pacitti Group Inc. 100 323 7,28 6 000 8,03
2025-04-21 13F ORG Partners LLC 0 -100,00 0
2025-07-08 13F Parallel Advisors, LLC 6 665 0,00 399 0,76
2025-08-22 13F Carter Financial Group, INC. 13 185 227,09 789 210,24
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares 47 496 -2,79 2 841 -2,14
2025-07-11 13F Pioneer Wealth Management Group 13 432 803
2025-08-26 NP Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares 85 675 10,35 5 124 11,13
2025-07-17 13F Catalytic Wealth RIA, LLC 7 025 -0,99 420 -0,24
2025-08-11 13F Kingdom Financial Group LLC. 0 -100,00 0
2025-07-18 13F PFG Investments, LLC 6 316 52,71 378 53,88
2025-08-04 13F Savvy Advisors, Inc. 12 748 -35,14 762 -34,70
2025-07-21 13F Successful Portfolios LLC 4 824 26,15 289 26,87
2025-08-27 NP HCASX - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares 529 092 13,75 31 645 14,54
2025-07-30 13F LifeWealth Investments, LLC 0 -100,00 0
2025-08-12 13F Change Path, LLC 53 075 23,64 3 174 24,52
2025-08-08 13F Financial Gravity Companies, Inc. 591 -16,99 35 -14,63
2025-04-18 13F Global Trust Asset Management, LLC 0 -100,00 0
2025-07-30 13F Whittier Trust Co 22 778 0,00 1 362 0,67
2025-08-07 13F Resources Investment Advisors, LLC. 45 750 -20,79 2 736 -20,23
2025-08-06 13F Longview Financial Advisors LLC 244 122 -0,48 14 601 0,20
2025-07-23 13F Godsey & Gibb Associates 0 -100,00 0
2025-07-30 13F Cullen/frost Bankers, Inc. 3 256 0,03 195 0,52
2025-08-05 13F Astra Wealth Partners LLC 4 175 0,00 250 0,81
2025-08-08 13F Evolution Wealth Advisors, LLC 10 449 0,00 625 0,65
2025-04-11 13F LifeGuide Financial Advisors, LLC 0 -100,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 174 0,00 10 0,00
2025-08-27 13F/A Brinker Capital Investments, LLC 46 995 -0,43 2 811 0,25
2025-08-08 13F Foundations Investment Advisors, LLC 391 952 1,78 23 443 2,48
2025-07-10 13F Voisard Asset Management Group, Inc. 8 324 29,68 498 30,45
2025-07-21 13F 25 Llc 303 974 14,00 18 181 14,78
2025-07-11 13F Compass Ion Advisors, LLC 23 161 61,05 1 385 62,18
2025-07-11 13F Farther Finance Advisors, LLC 285 416 -14,52 17 071 -13,83
2025-08-07 13F Vise Technologies, Inc. 390 381 32,93 23 349 37,08
2025-07-22 13F Iron Horse Wealth Management, LLC 901 0,00 54 0,00
2025-08-15 13F Cooksen Wealth, LLC 0 -100,00 0
2025-07-24 13F Wealth Management Resources, Inc. 4 510 12,47 270 13,03
2025-07-18 13F Trust Co Of Vermont 1 845 81,59 110 83,33
2025-07-29 13F Disciplined Investments, LLC 6 902 0,48 413 0,98
2025-08-07 13F Addison Advisors LLC 285 002 -2,74 17 046 -2,07
2025-05-15 13F Dai-ichi Life Holdings, Inc. 0 -100,00 0
2025-07-17 13F Greenleaf Trust 5 214 312
2025-08-12 13F O'shaughnessy Asset Management, Llc 167 -62,30 10 -65,38
2025-08-06 13F New Millennium Group LLC 9 -93,18 1 -100,00
2025-08-14 13F Headlands Technologies LLC 251 15
2025-08-21 13F Clarion Wealth Managment Partners, LLC 17 509 1 047
2025-07-30 13F Exencial Wealth Advisors, Llc 5 514 -44,95 330 -44,61
2025-08-07 13F David R. Rahn & Associates Inc. 0 -100,00 0
2025-07-17 13F Hanson & Doremus Investment Management 942 520 3,88 56 5,66
2025-08-13 13F Manning & Napier Advisors Llc 4 287 256
2025-08-11 13F Citigroup Inc 850 071 23,73 50 843 24,59
2025-08-12 13F Minot DeBlois Advisors LLC 88 054 -3,96 5 267 -3,29
2025-08-01 13F James Investment Research Inc 56 067 -3,47 3 353 -2,81
2025-08-12 13F Team Hewins, LLC 17 290 24,84 1 034 25,79
2025-08-12 13F Steward Partners Investment Advisory, Llc 117 906 -6,44 7 052 -5,80
2025-07-31 13F 3EDGE Asset Management, LP 330 589 -13,05 19 721 -12,53
2025-08-14 13F Moneta Group Investment Advisors Llc 5 853 18,53 350 19,45
2025-08-08 13F IMA Wealth, Inc. 0 -100,00 0
2025-08-13 13F Renaissance Technologies Llc 144 500 8 643
2025-08-14 13F Wetherby Asset Management Inc 4 360 12,55 261 16,07
2025-08-14 13F McIlrath & Eck, LLC 282 0,00 17 0,00
2025-08-13 13F Ark & Tlk Investments, Llc 4 206 0,00 252 0,80
2025-08-13 13F Capital Analysts, Inc. 1 407 -2,97 0
2025-05-08 13F Endeavor Private Wealth, Inc. 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC 2 586 212 0,78 154 681 1,47
2025-07-31 13F AlTi Global, Inc. 74 009 2,49 4 407 2,75
2025-08-12 13F Coston, McIsaac & Partners 3 081 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 210 420 -11,25 12 467 -11,47
2025-08-14 13F Waterway Wealth Management, LLC 0 -100,00 0
2025-08-12 13F Wood Tarver Financial Group, LLC 233 0,00 0 -100,00
2025-08-01 13F Bank of Jackson Hole Trust 1 633 46,06 98 46,97
2025-08-06 13F Soltis Investment Advisors LLC 0 -100,00 0
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 1 119 200 3,34 66 581 3,62
2025-08-01 13F Providence First Trust Co 162 107 -0,09 9 696 0,60
2025-07-25 13F RoundAngle Advisors LLC 68 121 -4,39 4 074 -3,73
2025-08-12 13F Coldstream Capital Management Inc 726 377 837,30 43 445 843,82
2025-07-15 13F Axis Wealth Partners, LLC 10 585 15,14 633 15,93
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 0 -100,00 0
2025-04-15 13F Transform Wealth, LLC 45 195 -22,52 2 685 -20,66
2025-08-04 13F Assetmark, Inc 604 184 259,80 36 136 262,30
2025-08-14 13F Hara Capital LLC 108 884 -0,37 6 512 0,32
2025-08-15 13F/A Rakuten Securities, Inc. 101 4 950,00 6
2025-08-07 13F Winch Advisory Services, LLC 14 481 0,98 866 1,76
2025-03-12 13F/A Private Capital Management Llc 0 -100,00 0 -100,00
2025-07-23 13F Roundview Capital LLC 486 036 0,45 29 070 1,14
2025-08-06 13F Prospera Financial Services Inc 20 039 1,61 1 199 2,31
2025-08-13 13F Dynamic Wealth Strategies, LLC 105 990 61,51 6 339 62,62
2025-05-02 13F Cable Hill Partners, LLC 596 112 5,43 35 749 9,01
2025-08-18 13F Geneos Wealth Management Inc. 611 -46,02 37 -46,27
2025-07-30 13F Capital Investment Services of America, Inc. 262 143 0,15 15 679 0,84
2025-08-06 13F OneAscent Family Office, LLC 30 930 29,65 2 0,00
2025-08-14 13F Benjamin Edwards Inc 77 446 -2,79 4 632 -2,11
2025-04-17 13F Montecito Bank & Trust 66 623 6,69 3 957 9,28
2025-08-14 13F Citadel Advisors Llc Call 0 -100,00 0
2025-08-11 13F Birchbrook, Inc. 589 975 -5,15 35 286 -4,49
2025-08-14 13F Warren Averett Asset Management, LLC 5 669 -9,63 339 -8,87
2025-08-14 13F Great Valley Advisor Group, Inc. 12 710 -8,28 760 -7,65
2025-08-14 13F Aqr Capital Management Llc 157 735 9,32 9 434 10,08
2025-05-13 13F GKV Capital Management Co., Inc. 65 624 3 898
2025-08-18 13F/A Kestra Investment Management, LLC 329 758 19 723
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 -100,00 0
2025-07-03 13F McLean Asset Management Corp 6 237 -0,45 371 -0,27
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 912 -9,25 54 -6,90
2025-08-14 13F Bank Of America Corp /de/ 46 110 946 1,10 2 757 896 1,80
2025-07-09 13F Parkside Advisors LLC 25 325 0,44 1 515 1,14
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F CENTRAL TRUST Co 1 775 17,78 106 19,10
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 30 939 -31,47 1 850 -31,00
2025-07-14 13F Buska Wealth Management, LLC 171 737 27,26 10 272 28,15
2025-07-28 13F Courier Capital Llc 3 670 -7,09 219 -6,41
2025-07-17 13F Blossom Wealth Management 17 204 13,73 1 029 14,48
2025-08-13 13F Boston Family Office Llc 5 742 -39,94 0
2025-08-27 13F Seneca Financial Advisors LLC 0 -100,00 0 -100,00
2025-07-21 13F Cape Cod Five Cents Savings Bank 445 355 0,00 26 908 -54,55
2025-06-27 NP GAA - Cambria Global Asset Allocation ETF 17 441 0,00 1 046 2,75
2025-08-11 13F Vanguard Group Inc 619 131 6,34 37 030 7,08
2025-08-14 13F Hilltop Holdings Inc. 0 -100,00 0
2025-04-23 13F Crewe Advisors LLC 0 -100,00 0
2025-08-07 13F Tillman Hartley LLC 122 064 -24,21 7 301 -23,70
2025-05-08 13F Tiaa Trust, National Association 0 -100,00 0
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 32 503 -7,37 1 944 -6,72
2025-07-14 13F Armstrong Advisory Group, Inc 18 035 89,60 1 079 95,64
2025-08-06 13F AE Wealth Management LLC 81 169 -86,02 4 855 -85,92
2025-08-13 13F Sun Life Financial Inc 175 700 11
2025-08-14 13F Certified Advisory Corp 5 430 325
2025-07-16 13F Northern Oak Wealth Management Inc 374 141 -5,50 22 377 -4,84
2025-07-31 13F Quest Partners LLC 98 111 5 868
2025-07-25 13F Iron Financial, LLC 47 985 -8,96 2 870 -8,34
2025-07-31 13F Kathleen S. Wright Associates Inc. 2 000 0,00 120 0,85
2025-08-14 13F Coyle Financial Counsel LLC 3 507 210
2025-08-14 13F/A Skopos Labs, Inc. 1 635 98
2025-07-22 13F Global Assets Advisory, LLC 5 290 -66,67 315 -66,60
2025-08-07 13F Montag A & Associates Inc 303 951 22,16 18 179 23,01
2025-08-12 13F Ameritas Investment Partners, Inc. 2 500 0,00 150 0,68
2025-08-12 13F OneAscent Financial Services LLC 405 381 29,57 24 33,33
2025-08-14 13F Susquehanna International Group, Llp Call 10 700 30,49 640 31,21
2025-08-04 13F Atria Investments Llc 299 105 21,29 17 889 22,13
2025-08-13 13F Cerity Partners LLC 3 825 863 51,40 228 825 52,44
2025-07-31 13F Glass Jacobson Investment Advisors llc 32 031 18,76 1 916 22,44
2025-08-26 NP EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA 2 050 000 -21,15 122 610 -20,61
2025-08-12 13F Gladstone Institutional Advisory LLC 10 957 8,59 655 9,35
2025-08-14 13F Beaird Harris Wealth Management, LLC 1 238 -74,09 74 -73,85
2025-07-23 13F Laraway Financial Inc 12 692 -6,28 759 -5,60
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 2 676 0,00 160 1,27
2025-07-15 13F Alhambra Investment Partners LLC 59 485 4,05 3 558 4,77
2025-08-08 13F Capital Investment Advisory Services, LLC 1 015 -76,17 61 -76,19
2025-08-11 13F Independent Advisor Alliance 57 021 4,38 3 410 5,12
2025-07-30 13F Fairway Wealth LLC 0 -100,00 0
2025-07-31 13F GLOBALT Investments LLC / GA 552 994 -3,19 33 075 -2,52
2025-08-05 13F Crestwood Advisors Group LLC 9 833 0,78 588 1,55
2025-07-21 13F Zwj Investment Counsel Inc 11 504 -9,07 688 -8,39
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 79 228 11,36 4 739 12,12
2025-08-08 13F Cetera Investment Advisers 1 343 649 2,98 80 364 3,69
2025-08-26 NP Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares 111 533 2,39 6 671 3,09
2025-07-17 13F Genesis Private Wealth, Llc 59 958 0,16 3 586 0,84
2025-08-05 13F Texas Bank & Trust Co 4 258 -10,45 255 -9,93
2025-08-11 13F Alps Advisors Inc 135 852 35,29 8 125 36,23
2025-08-15 13F Provenance Wealth Advisors, LLC 0 -100,00 0
2025-08-15 13F Fft Wealth Management Llc 0 -100,00 0
2025-07-28 13F Kiker Wealth Management, LLC 0 -100,00 0
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100,00 0
2025-07-31 13F Future You Wealth Llc 11 341 678
2025-07-10 13F Secure Asset Management, LLC 433 214 12,44 25 911 13,21
2025-07-22 13F Valeo Financial Advisors, LLC 1 521 284 2,29 90 987 2,99
2025-07-23 13F Valmark Advisers, Inc. 2 888 571 3,83 172 765 4,55
2025-04-22 13F Castleview Partners, Llc 0 -100,00 0
2025-05-15 13F Perennial Investment Advisors, LLC 0 -100,00 0
2025-07-30 13F Jackson Thornton Asset Management, Llc 573 230 2,39 33 884 2,08
2025-07-17 13F Beacon Capital Management, LLC 407 0,99 24 4,35
2025-08-01 13F Alexander Labrunerie & Co., Inc. 62 778 -1,40 3 755 -0,71
2025-07-09 13F LifePlan Financial, LLC 69 920 -1,37 4 182 -0,69
2025-08-05 13F NewSquare Capital LLC 348 21
2025-07-14 13F E&G Advisors, LP 22 505 0,00 1 346 0,75
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 472 88
2025-05-15 13F Amussen Hunsaker Associates Llc 0 -100,00 0
2025-08-14 13F Vernal Point Advisors, LLC 206 917 12,73 12 376 13,51
2025-07-29 13F Calamos Wealth Management LLC 8 310 18,66 497 19,76
2025-08-04 13F Capital Performance Advisors Llp 44 858 0,10 2 683 0,79
2025-08-14 13F Comerica Bank 101 189 -70,01 6 052 -69,80
2025-04-25 13F Root Financial Partners, LLC 0 -100,00 0
2025-07-30 13F Pacific Wealth Management 6 652 398
2025-07-07 13F Investors Research Corp 37 0,00 2 0,00
2025-07-29 13F Latitude Advisors, LLC 4 028 -15,45 241 -14,89
2025-07-17 13F Johnson Bixby & Associates, LLC 4 410 264
2025-07-29 13F Regions Financial Corp 91 962 1,78 5 500 2,48
2025-07-14 13F Golden State Equity Partners 0 -100,00 0
2025-07-18 13F Truist Financial Corp 1 026 698 2,56 61 407 3,27
2025-04-28 13F Strategic Financial Concepts, LLC 0 -100,00 0 -100,00
2025-07-14 13F Financial Advisory Partners, Llc 197 071 65,85 11 787 66,99
2025-07-08 13F Webster Bank, N. A. 1 049 0,00 63 0,00
2025-08-12 13F OneAscent Investment Solutions LLC 257 255 4,86 15 7,14
2025-07-17 13F Gleason Group, Inc. 405 898 24 277
2025-08-12 13F Hanover Advisors Inc 17 370 99,95 1 039 101,16
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 8 798 -50,31 526 -49,95
2025-08-12 13F Jpmorgan Chase & Co 74 285 932 -4,10 4 443 042 -3,43
2025-08-04 13F Quaker Wealth Management, LLC 240 14
2025-08-13 13F Willis Johnson & Associates, Inc. 3 517 210
2025-08-13 13F GeoWealth Management, LLC 8 728 -65,92 522 -65,68
2025-07-31 13F Briaud Financial Planning, Inc 794 0,00 0
2025-07-17 13F Stephens Group Asset Management, Llc 14 304 0,03 856 0,71
2025-08-12 13F Ameraudi Asset Management, Inc. 14 103 -7,62 844 -6,95
2025-08-13 13F SCS Capital Management LLC 10 545 183 -1,68 630 707 -1,00
2025-08-13 13F Baird Financial Group, Inc. 413 843 8,25 24 752 8,99
2025-07-14 13F AdvisorNet Financial, Inc 93 959 12,49 5 620 13,26
2025-08-12 13F Archer Investment Corp 0 -100,00 0
2025-07-28 13F Holistic Planning, LLC 13 299 1,78 795 2,45
2025-08-14 13F Summit Trail Advisors, Llc 1 334 517 -28,23 79 817 -27,73
2025-08-11 13F Alteri Wealth LLC 10 849 1,74 649 2,37
2025-08-14 13F PYA Waltman Capital, LLC 66 227 -2,08 3 961 -1,39
2025-08-14 13F Sentinus, LLC 13 135 -36,57 786 -36,13
2025-08-19 13F Anchor Investment Management, LLC 334 0,00 20 0,00
2025-07-29 13F Chicago Partners Investment Group LLC 7 161 -9,01 425 -9,21
2025-07-23 13F Pure Portfolios Holdings Llc 3 682 0,77 220 1,38
2025-08-12 13F Franklin Resources Inc 76 480 2,51 4 574 3,23
2025-07-07 13F Bangor Savings Bank 1 805 531 3,10 107 989 3,82
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 331 469 5,86 20 5,56
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 13 676 -0,02 818 0,62
2025-08-14 13F Hilton Capital Management, LLC 0 -100,00 0
2025-08-14 13F Vista Capital Partners, Inc. 7 798 33,46 466 34,29
2025-07-08 13F Lowe Wealth Advisors, LLC 708 -4,58 42 -4,55
2025-04-11 13F First Affirmative Financial Network 163 200 2,02 9 694 4,49
2025-04-23 13F Security National Bank 0 -100,00 0
2025-07-25 13F RHS Financial, LLC 39 673 998,06 2 373 1 008,41
2025-05-08 13F Federated Hermes, Inc. 0 -100,00 0
2025-08-12 13F TCTC Holdings, LLC 1 955 117
2025-08-12 13F Cravens & Co Advisors, LLC 155 123 -0,98 9 278 -0,30
2025-08-26 NP Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio 75 809 -4,56 4 534 -3,90
2025-07-17 13F Sound Income Strategies, LLC 1 350 -18,97 81 -18,37
2025-08-14 13F Connecticut Wealth Management, LLC 12 758 -32,48 763 -32,00
2025-07-30 13F Caliber Wealth Management, LLC / KS 0 -100,00 0
2025-07-15 13F Retireful, LLC 44 750 2 676
2025-07-17 13F Dopkins Wealth Management, Llc 78 501 19,60 4 695 20,45
2025-07-25 13F PrairieView Partners, LLC 757 870 2,07 45 2,27
2025-07-18 13F Bridge Generations Wealth Management Llc 3 144 188
2025-08-14 13F Raymond James Financial Inc 2 404 847 8,18 143 834 8,92
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 50 091 15,57 2 996 16,36
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) 521 867 -1,62 31 213 -0,94
2025-07-14 13F Acropolis Investment Management, LLC 63 558 2,38 3 801 3,09
2025-08-06 13F Souders Financial Advisors 169 160 6,62 10 117 7,35
2025-07-31 13F Brighton Jones Llc 0 -100,00 0
2025-08-13 13F Meridian Wealth Partners, LLC 4 325 0,58 259 1,18
2025-07-09 13F Divergent Planning, LLC 162 334 9 709
2025-07-30 13F Wbh Advisory Inc 336 558 20,25 20 130 21,08
2025-08-13 13F Northern Trust Corp 58 511 6,52 3 500 7,27
2025-07-09 13F Emprise Bank 470 060 2,70 28 114 3,41
2025-08-06 13F True Wealth Design, LLC 576 65,52 34 70,00
2025-08-14 13F Hancock Whitney Corp 57 073 -5,10 3 414 -4,45
2025-07-16 13F Dakota Wealth Management 252 094 28,00 15 078 28,89
2025-07-21 13F Barrett & Company, Inc. 147 0,00 9 0,00
2025-07-31 13F Whipplewood Advisors, LLC 0 -100,00 0
2025-07-29 13F Angeles Wealth Management, Llc 2 671 160
2025-08-11 13F Lcnb Corp 21 386 0,28 1 279 1,03
2025-08-13 13F Natixis Advisors, L.p. 17 614 5,96 1
2025-08-11 13F Lowe Brockenbrough & Co Inc 197 329 7,77 11 802 8,51
2025-07-31 13F City State Bank 58 0,00 3 0,00
2025-05-06 13F Lifeworks Advisors, LLC 0 -100,00 0 -100,00
2025-08-14 13F Transamerica Financial Advisors, Inc. 23 -4,17 1
2025-08-15 13F North Ridge Wealth Advisors, Inc. 220 167 5,68 13 168 6,42
2025-05-15 13F BTG Pactual Asset Management US LLC 0 -100,00 0
2025-07-01 13F Harbor Investment Advisory, Llc 223 0,00 13 0,00
2025-07-29 13F Private Wealth Management Group, LLC 340 837 2,72 20 385 3,43
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 898 -99,90 0 -100,00
2025-07-29 13F Mattson Financial Services, LLC 0 -100,00 0
2025-08-06 13F Middleton & Co Inc/ma 121 195 14,83 7 249 15,62
2025-07-17 13F Oakworth Capital, Inc. 636 331 5,57 38 059 6,30
2025-08-14 13F BancorpSouth Bank 5 475 2,22 327 2,83
2025-04-17 13F AA Financial Advisors, LLC 0 -100,00 0
2025-07-11 13F Thomasville National Bank 10 358 0,00 620 0,65
2025-07-23 13F Traphagen Investment Advisors Llc 445 741 -19,97 26 660 -19,42
2025-08-12 13F South Plains Financial, Inc. 33 814 8,13 2 022 8,89
2025-08-28 NP GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares 21 712 221,18 1 299 223,69
2025-07-16 13F Newton One Investments LLC 28 2
2025-07-21 13F Ashton Thomas Securities, Llc 44 0,00 3 0,00
2025-08-13 13F Baker Avenue Asset Management, LP 4 253 0,45 254 1,20
2025-07-22 13F Iowa State Bank 5 271 0,00 315 0,64
2025-08-07 13F Allworth Financial LP 168 443 -45,92 10 075 -45,50
2025-08-15 13F First Heartland Consultants, Inc. 10 864 650
2025-07-25 13F Wells Financial Advisors INC 26 934 -9,09 1 611 -8,47
2025-07-29 13F Stableford Capital Ii Llc 86 507 -2,05 5 133 -1,97
2025-08-05 13F Key FInancial Inc 39 0,00 2 0,00
2025-07-21 13F River Street Advisors LLC 12 638 196,39 756 198,42
2025-07-22 13F Peoples Bank /oh 102 861 17,32 6 152 18,15
2025-07-09 13F Procyon Private Wealth Partners, LLC 4 028 241
2025-07-25 13F Concord Asset Management, LLC/VA 10 192 610
2025-07-18 13F Parsons Capital Management Inc/ri 7 325 0,98 438 1,86
2025-08-14 13F Cambridge Associates Llc /ma/ /adv 3 757 356 24,15 224 575 24,93
2025-07-22 13F Checchi Capital Advisers, LLC 78 727 -12,28 4 709 -11,67
2025-08-14 13F Partners Capital Investment Group, Llp 344 943 -46,73 20 631 -46,36
2025-08-06 13F Adviser Investments LLC 693 774 -85,80 41 495 -85,70
2025-07-01 13F Stonehearth Capital Management, LLC 36 140 -24,14 2 162 -23,61
2025-08-12 13F Global Retirement Partners, LLC 2 923 -36,58 175 -34,83
2025-08-12 13F Edmond De Rothschild Holding S.a. 1 253 0,00 75 0,00
2025-07-25 13F Ackerman Capital Advisors, LLC 95 002 5,01 5 682 5,73
2025-07-09 13F Christopher J. Hasenberg, Inc 22 694 1 357
2025-07-29 13F Stratos Wealth Advisors, LLC 386 947 55,14 23 143 56,22
2025-07-31 13F BIP Alliance, LLC 40 425 -1,00 2 418 -0,33
2025-08-14 13F Citadel Advisors Llc 141 031 214,16 8 435 216,39
2025-08-14 13F Citadel Advisors Llc Put 9 400 -31,39 562 -30,87
2025-07-17 13F Moss Adams Wealth Advisors LLC 14 723 31,62 881 32,53
2025-08-14 13F Mariner, LLC 435 069 0,46 26 021 1,15
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 99 631 -8,49 5 959 -7,87
2025-08-04 13F Roble, Belko & Company, Inc 260 931 -7,62 16 -6,25
2025-04-30 13F Sofos Investments, Inc. 599 -51,30 36 -50,70
2025-08-12 13F Gitterman Wealth Management, LLC 1 385 699 1,12 82 879 1,82
2025-08-14 13F Atomi Financial Group, Inc. 17 174 -9,64 1 027 -9,03
2025-05-27 NP TINIX - AXS Tactical Income Fund Class I Shares 25 740 1 529
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 39 290 13,21 2 347 13,88
2025-08-05 13F Verity Asset Management, Inc. 21 342 -0,17 1 276 0,55
2025-07-21 13F Crews Bank & Trust 4 168 0,00 249 0,81
2025-08-25 NP BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I 54 486 -2,33 3 259 -1,66
2025-07-09 13F Fermata Advisors, LLC 92 631 3,38 5 540 4,10
2025-07-23 13F Meitav Dash Investments Ltd 9 333 8,40 558 9,00
2025-08-25 NP IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II 25 438 0,65 1 521 1,33
2025-04-15 13F Wealthcare Capital Management Llc 0 -100,00 0
2025-07-10 13F Wedmont Private Capital 67 162 5,50 3 984 6,70
2025-04-18 13F Creative Capital Management Investments LLC 0 -100,00 0
2025-06-27 NP DSCF - Discipline Fund ETF 232 183 7,88 13 924 10,92
2025-08-13 13F My Purposeful Wealth Corp. 6 272 -2,58 375 -2,09
2025-08-14 13F Vident Advisory, LLC 467 469 -21,00 27 959 -20,46
2025-08-01 13F Zhang Financial LLC 10 709 -0,06 641 0,63
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0 -100,00
2025-07-29 13F Semitam Bonam Llc 3 519 210
2025-07-11 13F Pinnacle Bancorp, Inc. 30 106 16,32 1 801 17,11
2025-08-12 13F CIBC Private Wealth Group, LLC 2 580 6,39 154 7,69
2025-08-13 13F Cliffwater LLC 710 087 -7,52 42 470 -6,88
2025-07-24 13F Forefront Analytics, LLC 42 636 2 550
2025-08-14 13F Fiduciary Trust Co 26 688 28,40 1 596 29,34
2025-07-08 13F Peirce Capital Management, LLC 227 976 -4,42 13 635 -3,76
2025-07-11 13F Cypress Financial Planning Llc 432 502 6,19 25 868 6,91
2025-08-13 13F Cresset Asset Management, LLC 13 723 96,44 821 98,07
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 224 500 4,15 13 335 111 025,00
2025-07-24 13F Capital Advisors, Ltd. LLC 144 0
2025-08-01 13F SwitchPoint Financial Planning, LLC 4 204 0,69 251 1,62
2025-07-17 13F Janney Montgomery Scott LLC 111 997 0,41 7 0,00
2025-08-08 13F Thrive Capital Management, LLC 40 911 2 447
2025-08-08 13F W.H. Cornerstone Investments Inc. 11 796 0,02 706 0,71
2025-07-18 13F BSW Wealth Partners 500 547 7,91 29 938 8,65
2025-08-11 13F Strategic Wealth Partners, Ltd. 22 1
2025-04-14 13F Greenspring Advisors, LLC 9 930 150,06 590 156,09
2025-07-18 13F Rogco, Lp 156 371 15,96 9 353 16,75
2025-07-07 13F OMNI 360 Wealth, Inc. 100 392 -3,95 6 004 -3,29
2025-07-30 13F First Interstate Bank 1 642 627 0,82 98 246 1,52
2025-07-14 13F Abound Wealth Management 179 16,99 11 11,11
2025-07-17 13F Wolff Wiese Magana Llc 99 0,00 6 0,00
2025-07-08 13F Nbc Securities, Inc. 6 205 59,51 0
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 5 750 203 5 835,26 97 -98,33
2025-05-19 13F/A Jane Street Group, Llc 0 -100,00 0 -100,00
2025-08-14 13F Betterment LLC 49 877 29,00 3 0,00
2025-05-14 13F Hill Investment Group Partners, LLC 0 -100,00 0
2025-07-28 13F Arlington Financial Advisors, LLC 5 454 0,48 326 1,24
2025-08-14 13F Cove Street Capital, LLC 5 000 299
2025-07-22 13F Belpointe Asset Management LLC 27 184 68,09 1 626 69,27
2025-07-07 13F Trust Co 9 150 -0,01 547 0,74
2025-08-06 13F Raelipskie Partnership 1 850 111
2025-07-25 13F Sequoia Financial Advisors, LLC 17 443 -8,36 1 043 -7,70
2025-08-06 13F Golden State Wealth Management, LLC 1 425 -48,57 85 -48,17
2025-08-11 13F Hexagon Capital Partners LLC 81 524 8,10 4 876 8,84
2025-06-20 NP ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF 8 775 -92,84 526 -92,70
2025-06-24 NP MBNAX - MainStay Balanced Fund Class A 223 613 208,53 13 410 217,25
2025-08-08 13F Nixon Peabody Trust Co 26 667 -26,76 1 595 -26,27
2025-08-08 13F Bailard, Inc. 9 460 -13,61 566 -13,08
2025-07-11 13F Rockwood Wealth Management, LLC 14 690 18,47 879 19,29
2025-07-23 13F High Note Wealth, LLC 741 -14,14 44 -13,73
2025-08-26 NP EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 2 400 000 -17,24 143 544 -16,67
2025-04-29 13F One Day In July LLC 0 -100,00 0 -100,00
2025-07-22 13F Olistico Wealth, LLC 163 10
2025-08-05 13F EPG Wealth Management LLC 0 -100,00 0
2025-08-04 13F IFG Advisory, LLC 5 852 -86,12 350 -86,03
2025-08-13 13F Lauer Wealth, LLC 102 638 0,84 6 117 0,46
2025-07-10 13F Tompkins Financial Corp 0 -100,00 0
2025-08-06 13F Harvest Portfolios Group Inc. 107 616 5,84 6 437 6,57
2025-07-16 13F Squire Investment Management Company, LLC 166 316 1,59 9 947 2,29
2025-07-25 13F Stonehage Fleming Financial Services Holdings Ltd 16 802 0,00 1 005 0,60
2025-08-12 13F Howe & Rusling Inc 146 598 8 768
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0
2025-07-08 13F Silverleafe Capital Partners, LLC 105 217 -1,57 6 293 -0,88
2025-08-13 13F SMART Wealth LLC 108 282 56,63 6 476 57,72
2025-07-07 13F Schulz Wealth, LTD. 16 307 26,54 975 27,45
2025-07-24 13F Ronald Blue Trust, Inc. 6 501 658 14,02 388 864 14,81
2025-08-13 13F Brown Advisory Inc 110 170 20,94 6 589 21,77
2025-07-18 13F Heritage Financial Services, LLC 4 225 407 -0,14 252 722 0,55
2025-08-12 13F New Republic Capital, LLC 0 -100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 136 979 12,88 8 193 13,65
2025-07-16 13F Perigon Wealth Management, LLC 14 700 -7,44 879 -6,79
2025-08-26 13F/A Thrivent Financial For Lutherans 51 533 -85,33 3 -85,00
2025-05-14 13F Guidance Point Advisors, LLC 0 -100,00 0
2025-08-11 13F Cornerstone Planning Group LLC 0 -100,00 0
2025-08-25 NP CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I 19 278 -0,41 1 153 0,35
2025-08-12 13F Argent Trust Co 9 258 9,15 554 9,94
2025-05-09 13F Wade Financial Advisory, Inc 283 598 0,98 16 846 3,42
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100,00 0 -100,00
2025-08-14 13F Capital Planning Advisors, LLC 4 710 0,00 282 0,72
2025-08-27 NP HCUSX - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares 3 187 898 -56,98 190 668 -56,68
2025-07-14 13F Iams Wealth Management, Llc 9 754 583
2025-08-11 13F Aptus Capital Advisors, LLC 4 235 -32,13 253 -31,62
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) 561 111 -1,60 33 560 -0,92
2025-07-24 13F Baldwin Brothers Inc/ma 233 514 1,86 13 966 2,56
2025-07-15 13F Ballentine Partners, LLC 39 349 -7,22 2 353 -6,59
2025-08-14 13F Two Sigma Securities, Llc 39 140 26,38 2 341 27,24
2025-05-15 13F Proquility Private Wealth Partners, LLC 0 -100,00 0
2025-08-12 13F Boreal Capital Management LLC 0 5
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 41 373 0,69 2 475 1,39
2025-07-29 13F Aspiriant, Llc 6 907 -23,73 413 -23,09
2025-08-11 13F AXS Investments LLC 0 -100,00 0
2025-08-13 13F Fisher Asset Management, LLC 4 128 831 -32,34 246 945 -31,87
2025-07-22 13F IVC Wealth Advisors LLC 5 331 -12,20 319 -11,67
2025-08-12 13F J.w. Cole Advisors, Inc. 23 085 3,36 1 381 4,07
2025-07-29 13F Private Trust Co Na 6 264 37,85 375 39,03
2025-07-24 13F Brucke Financial, Inc. 99 041 5,21 5 924 4,92
2025-08-14 13F Smartleaf Asset Management LLC 13 336 -6,68 795 -6,14
2025-08-11 13F Principal Securities, Inc. 83 809 4,96 5 013 8,23
2025-08-14 13F First Manhattan Co 21 753 145,82 1 301 147,81
2025-08-04 13F Kovack Advisors, Inc. 31 692 -0,97 1 895 -0,26
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 380 159 -16,98 22 737 -16,41
2025-08-11 13F Core Wealth Partners LLC 13 977 -9,70 836 -9,14
2025-08-11 13F NewEdge Wealth, LLC 101 403 9,57 6 054 10,11
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0
2025-07-29 13F Mb, Levis & Associates, Llc 134 1,52 8 14,29
2025-08-14 13F Riggs Asset Managment Co. Inc. 95 -9,52 6 -16,67
2025-08-14 13F MidWestOne Financial Group, Inc. 28 534 45,10 1 707 46,06
2025-08-01 13F Rossby Financial, LCC 751 13,79 45 12,82
2025-08-11 13F Empowered Funds, LLC 237 361 6,61 14 152 7,36
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 5 702 0,69 341 1,49
2025-08-14 13F Glen Eagle Advisors, LLC 1 406 0,00 84 1,20
2025-08-14 13F Fmr Llc 6 053 320 -36,77 362 049 -36,33
2025-04-23 13F Financial Life Planners 0 -100,00 0
2025-04-30 13F Banque Pictet & Cie Sa 0 -100,00 0
2025-08-07 13F Nwam Llc 24 295 20,33 1 442 20,18
2025-07-16 13F Cahaba Wealth Management, Inc. 5 867 351
2025-05-14 13F Orion Capital Management LLC 0 -100,00 0
2025-07-24 13F Us Bancorp \de\ 15 392 98,66 921 100,00
2025-07-16 13F Signaturefd, Llc 2 801 8,27 168 9,15
2025-07-30 13F Rehmann Capital Advisory Group 3 700 0,00 221 0,91
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