Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF include Maseco Llp, Retirement Systems of Alabama, Gleason Group, Inc., CacheTech Inc., Adams Wealth Management, Aurdan Capital Management, LLC, Sun Life Financial Inc, Divergent Planning, LLC, Quest Partners LLC, DORVAL Corp, RMB Capital Management, LLC, GKV Capital Management Co., Inc., D.B. Root & Company, LLC, Forefront Analytics, LLC, Atlantic Union Bankshares Corp, Tudor Investment Corp Et Al, TINIX - AXS Tactical Income Fund Class I Shares, Christopher J. Hasenberg, Inc, Clarion Wealth Managment Partners, LLC, and Pioneer Wealth Management Group .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 63,558 | 2.38 | 3,801 | 3.09 | ||||
| 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 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 169,160 | 6.62 | 10,117 | 7.35 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4,325 | 0.58 | 259 | 1.18 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 101,482 | 150.99 | 6,070 | 152.77 | ||||
| 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 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 422 | 25 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 58,511 | 6.52 | 3,500 | 7.27 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,521 | 120.29 | 569 | 122.27 | ||||
| 2025-07-09 | 13F | Emprise Bank | 470,060 | 2.70 | 28,114 | 3.41 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 94,512 | 15.74 | 5,668 | 16.87 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 576 | 65.52 | 34 | 70.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11,552 | 3.38 | 691 | 4.07 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 252,094 | 28.00 | 15,078 | 28.89 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 188,077 | 10.21 | 11,249 | 10.97 | ||||
| 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 | |||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 132,866 | 1.24 | 7,947 | 1.94 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 197,329 | 7.77 | 11,802 | 8.51 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 66 | 4 | ||||||
| 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 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 220,167 | 5.68 | 13,168 | 6.42 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 5,020 | 300 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 340,837 | 2.72 | 20,385 | 3.43 | ||||
| 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 | ||||||
| 2025-08-06 | 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 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 6,283 | 679.53 | 376 | 697.87 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 33,814 | 8.13 | 2,022 | 8.89 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 379,558 | 2.51 | 22,701 | 3.22 | ||||
| 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 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 30,070 | 48.57 | 1,798 | 49.58 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 813 | 49 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4,253 | 0.45 | 254 | 1.20 | ||||
| 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 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 119,157 | 3.21 | 7,127 | 3.91 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10,864 | 650 | ||||||
| 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 | ||||
| 2025-07-21 | 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 | SigFig Wealth Management, LLC | 23,790 | 33.24 | 1,419 | 34.12 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 7,325 | 0.98 | 438 | 1.86 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 23,993 | 53.35 | 1,435 | 54.47 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 3,757,356 | 24.15 | 224,575 | 24.93 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 24,393 | 0.44 | 1,459 | 1.11 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 8,268 | 0.98 | 495 | 1.65 | ||||
| 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 | ||||
| 2025-07-25 | 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 | ||||
| 2025-07-10 | 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 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 141,031 | 214.16 | 8,435 | 216.39 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 59,056 | 8.85 | 3,532 | 9.62 | ||||
| 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 | ||||
| 2025-07-23 | 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 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 1,385,699 | 1.12 | 82,879 | 1.82 | ||||
| 2025-05-27 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 25,740 | 1,529 | ||||||
| 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 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 39,290 | 13.21 | 2,347 | 13.88 | ||||
| 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 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 243,686 | 2.88 | 14,575 | 3.58 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 396 | 24 | ||||||
| 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 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 7,370 | 1.56 | 441 | 2.09 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 67,162 | 5.50 | 3,984 | 6.70 | ||||
| 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 | ||||
| 2025-08-08 | 13F | Creative Planning | 15,055,511 | 9.40 | 900,470 | 10.15 | ||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 232,183 | 7.88 | 13,924 | 10.92 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 212,690 | 8.16 | 12,641 | 8.13 | ||||
| 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 | ||||
| 2025-07-29 | 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 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 61 | 1,425.00 | 4 | -50.00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 4,320 | 258 | ||||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 67,502 | 0.27 | 4,037 | 0.98 | ||||
| 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 | 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 | ||||
| 2025-07-11 | 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 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 22,288 | 15.14 | 1,333 | 16.01 | ||||
| 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 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 279,730 | 3.42 | 17 | 0.00 | ||||
| 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 | ||||
| 2025-07-30 | 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 | ||||
| 2025-07-08 | 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 | ||||
| 2025-08-14 | 13F | Betterment LLC | 49,877 | 29.00 | 3 | 0.00 | ||||
| 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 | ||||
| 2025-08-14 | 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 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 1,850 | 111 | ||||||
| 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 | ||||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 81,524 | 8.10 | 4,876 | 8.84 | ||||
| 2025-06-24 | NP | MBNAX - MainStay Balanced Fund Class A | 223,613 | 208.53 | 13,410 | 217.25 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 40,244 | 0.56 | 2,407 | 1.22 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 16,040 | 65.00 | 959 | 66.20 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 14,690 | 18.47 | 879 | 19.29 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 27,795 | 123.74 | 1,662 | 125.51 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 283,187 | 106.52 | 16,937 | 107.94 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 541 | 21.57 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 5,547 | 6.80 | 332 | 7.47 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 163 | 10 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3,520 | 211 | ||||||
| 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 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 102,638 | 0.84 | 6,117 | 0.46 | ||||
| 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 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2,444 | 39.50 | 146 | 40.38 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 146,598 | 8,768 | ||||||
| 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 | ||||
| 2025-08-13 | 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 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 25,021 | 76.02 | 1,497 | 77.25 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 315,241 | 2.13 | 18,855 | 2.84 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 110,170 | 20.94 | 6,589 | 21.77 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2,508,721 | 2.48 | 150,047 | 3.19 | ||||
| 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 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 136,979 | 12.88 | 8,193 | 13.65 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 16,201 | 33.05 | 962 | 33.24 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9,258 | 9.15 | 554 | 9.94 | ||||
| 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 | ||||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 283,598 | 0.98 | 16,846 | 3.42 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 3,564 | 213 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 151,121 | 17.80 | 9,039 | 18.61 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9,754 | 583 | ||||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 233,514 | 1.86 | 13,966 | 2.56 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 39,140 | 26.38 | 2,341 | 27.24 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 5 | ||||||
| 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 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 41,373 | 0.69 | 2,475 | 1.39 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 80,024 | 13.09 | 4,786 | 13.87 | ||||
| 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 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 29,041 | 8.37 | 1,737 | 9.11 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 99,041 | 5.21 | 5,924 | 4.92 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 10,925 | 21.27 | 653 | 22.06 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 129,331 | 2.97 | 7,735 | 3.69 | ||||
| 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 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 24,445 | 7.95 | 1,448 | 7.34 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 22,791 | 47.72 | 1,359 | 47.13 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 189,577 | 11,261 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 90 | 5 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 101,403 | 9.57 | 6,054 | 10.11 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6,135 | 367 | ||||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 134 | 1.52 | 8 | 14.29 | ||||
| 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 | MidWestOne Financial Group, Inc. | 28,534 | 45.10 | 1,707 | 46.06 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47,200 | 4.88 | 2,804 | 7.39 | ||||
| 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 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 34,254 | 20.32 | 2,049 | 21.11 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,702 | 0.69 | 341 | 1.49 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 98,985 | 1.42 | 5,920 | 2.12 | ||||
| 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 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15,392 | 98.66 | 921 | 100.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2,801 | 8.27 | 168 | 9.15 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 181,686 | 10.22 | 10,867 | 10.98 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 269 | 16 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,939 | 18.70 | 176 | 19.05 | ||||
| 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 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 63,763 | 20.55 | 3,814 | 21.39 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3,828 | 0.47 | 229 | 0.88 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 514 | 703.12 | 31 | 900.00 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 714,765 | 42,750 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 43,050 | 8.96 | 2,575 | 9.72 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 61,202 | 15.85 | 3,660 | 16.63 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 63,600 | 0.11 | 3,773 | 1.23 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1,157 | 5.57 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 22,346 | 26.65 | 1,337 | 27.48 | ||||
| 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 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 29 | 2 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 264,909 | 17.22 | 15,812 | 17.93 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 238,101 | 4.10 | 14,241 | 4.81 | ||||
| 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 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 221 | 0 | ||||||
| 2025-08-07 | 13F | Laffer Investments | 3,646 | 218 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60,001 | 2.20 | 3,589 | 2.90 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 105 | 6 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 175,449 | 0.34 | 10,494 | 1.04 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 50,938 | 0.87 | 3,047 | 1.57 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 575,614 | 14.61 | 34,428 | 15.40 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 21,786 | 3.28 | 1,303 | 3.99 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 36,966 | 120.43 | 2,211 | 122.33 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 54,516 | 1.17 | 3,261 | 1.88 | ||||
| 2025-08-13 | 13F | Employees Retirement System of Texas | 1,428 | 0.63 | ||||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 451,073 | 21.62 | 26,979 | 22.46 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5,454 | 9.17 | 326 | 10.14 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8,459,588 | 4.72 | 505,968 | 5.45 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 41,943 | 2.46 | 2,509 | 3.17 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 238,389 | 30.69 | 14,258 | 31.60 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3,678 | 220 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 771,017 | 4.00 | 46,115 | 4.72 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 12,314 | 736 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5,481,515 | 0.96 | 327,849 | 1.66 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 41,361 | 1.52 | 2,474 | 2.19 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 45,683 | 22.18 | 2,732 | 23.06 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 1,838 | 109 | ||||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 190,985 | 4.89 | 11,423 | 5.61 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5,724 | 12.50 | 342 | 13.25 | ||||
| 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 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 616,110 | 21.74 | 36,850 | 22.58 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 873 | 4.05 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 25,108 | 255.49 | 1,502 | 258.23 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 555,887 | 13.82 | 33,248 | 14.60 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 129,303 | 169.98 | 7,734 | 171.91 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 162,334 | 5.30 | 9,709 | 6.03 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 738 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 5,216 | 0.50 | 312 | 0.97 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 142,898 | 97.24 | 8,547 | 98.61 | ||||
| 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 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1,322 | -8.83 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 12,512 | 1.03 | 748 | 1.77 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 185,327 | 57.43 | 11 | 83.33 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 373,584 | 39.49 | 22,344 | 40.46 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 15 | 1 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 22,347 | 49.82 | 1,337 | 50.79 | ||||
| 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 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 1,347,593 | 140.80 | 80,600 | 142.46 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 49,473 | 2,959 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 227,091 | 31.70 | 13,582 | 32.61 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 8,863 | 530 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 5,738 | 343 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5,083 | 3.76 | 304 | 4.47 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 100,323 | 7.28 | 6,000 | 8.03 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 13,185 | 227.09 | 789 | 210.24 | ||||
| 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 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 6,258 | 82.02 | 374 | 83.33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6,316 | 52.71 | 378 | 53.88 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 55,631 | 33.18 | 3,327 | 34.10 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 49,820 | 24.47 | 2,962 | 24.31 | ||||
| 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 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 140,942 | 2.16 | 8,430 | 2.87 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 53,455 | 3.33 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 53,075 | 23.64 | 3,174 | 24.52 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 106,982 | 3.44 | 6,399 | 4.15 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 4,236 | 251 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 45,400 | 63.06 | 2,715 | 64.25 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 47,844 | 43.98 | 2,862 | 45.01 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3,256 | 0.03 | 195 | 0.52 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 5,461 | 58.98 | 327 | 59.80 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 662 | 707.32 | 40 | 875.00 | ||||
| 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 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6,729 | 97.62 | 400 | 102.54 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 195,933 | 2.60 | 11,719 | 3.30 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 170,940 | 12.03 | 10,224 | 12.80 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 33,833 | 3.10 | 2,010 | 5.57 | ||||
| 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 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 390,381 | 32.93 | 23,349 | 37.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 799,384 | 9.66 | 47,811 | 10.41 | ||||
| 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 | Stratos Wealth Partners, LTD. | 3,763 | 225 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 19,075,152 | 4.55 | 1,140,885 | 5.27 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 79,890 | 57.39 | 4,778 | 58.47 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 6,902 | 0.48 | 413 | 0.98 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5,214 | 312 | ||||||
| 2025-07-09 | 13F | Sapient Capital Llc | 8,237 | 493 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 251 | 15 | ||||||
| 2025-08-04 | 13F | Human Investing LLC | 49,646 | 2.50 | 2,968 | 3.16 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 58,957 | 19.25 | 3,526 | 20.10 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 17,509 | 1,047 | ||||||
| 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 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 50,275 | 14.49 | 3,007 | 15.26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 850,071 | 23.73 | 50,843 | 24.59 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 4,050 | 242 | ||||||
| 2025-08-12 | 13F | Team Hewins, LLC | 17,290 | 24.84 | 1,034 | 25.79 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5,853 | 18.53 | 350 | 19.45 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 187,161 | 1.15 | 11,194 | 1.85 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16,736 | 63.61 | 1 | |||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 43,356 | 4.94 | 2,593 | 5.66 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 144,500 | 8,643 | ||||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 62,778 | 51.64 | 3,751 | 53.69 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4,360 | 12.55 | 261 | 16.07 | ||||
| 2025-07-14 | 13F | Friday Financial | 164,018 | 10.33 | 9,810 | 11.33 | ||||
| 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 | ||||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 266,712 | 2.45 | 15,952 | 3.16 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 5,817 | 0.99 | 348 | 1.46 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 39,360 | 26.98 | 2,354 | 27.87 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1,633 | 46.06 | 98 | 46.97 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,119,200 | 3.34 | 66,581 | 3.62 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 179,614 | 10,743 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,795,179 | 7.70 | 226,990 | 8.44 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 726,377 | 837.30 | 43,445 | 843.82 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 3,353 | 592.77 | 201 | 614.29 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 10,585 | 15.14 | 633 | 15.93 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 496,647 | 3.41 | 29,704 | 4.13 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 44,750 | 18.32 | 2,676 | 19.15 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 8,355 | 5.21 | 496 | 7.83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 604,184 | 259.80 | 36,136 | 262.30 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 101 | 4,950.00 | 6 | |||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 17,341 | 6.11 | 1,037 | 6.91 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 14,481 | 0.98 | 866 | 1.76 | ||||
| 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 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 365,248 | 5.84 | 22 | 5.00 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 105,990 | 61.51 | 6,339 | 62.62 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 10,719 | 1.30 | 641 | 2.07 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 67,560 | 4,041 | ||||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 596,112 | 5.43 | 35,749 | 9.01 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 14,201 | 71.43 | 849 | 72.56 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9,006 | 10.27 | 539 | 10.93 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 235,702 | 6.10 | 14,097 | 6.84 | ||||
| 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 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 66,623 | 6.69 | 3,957 | 9.28 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 113,168 | 58.29 | 6,582 | 53.47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15,393 | 914 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 157,735 | 9.32 | 9,434 | 10.08 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 28,536 | 30.94 | 1,707 | 31.84 | ||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 65,624 | 3,898 | ||||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 67,129 | 273.31 | 4,015 | 275.84 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 329,758 | 19,723 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46,110,946 | 1.10 | 2,757,896 | 1.80 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2,065 | 67.34 | 124 | 68.49 | ||||
| 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 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 171,737 | 27.26 | 10,272 | 28.15 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 17,204 | 13.73 | 1,029 | 14.48 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 352 | 21 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 619,131 | 6.34 | 37,030 | 7.08 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 430 | 10.82 | 26 | 25.00 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 767 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 470,715 | 6.78 | 28,154 | 7.52 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 18,035 | 89.60 | 1,079 | 95.64 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 4,604 | 33.22 | 275 | 34.15 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 42,297 | 22.63 | 2,530 | 23.49 | ||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 175,700 | 11 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5,430 | 325 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15,432 | 47.21 | 923 | 48.23 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 38,313 | 2,292 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 71,174 | 33.24 | 4,257 | 34.13 | ||||
| 2025-07-31 | 13F | Quest Partners LLC | 98,111 | 5,868 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 3,507 | 210 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,635 | 98 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 303,951 | 22.16 | 18,179 | 23.01 | ||||
| 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 | |||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,651 | 39.21 | 458 | 40.18 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 7,644 | 0.65 | 457 | 1.33 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10,957 | 8.59 | 655 | 9.35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 151,253 | 33.38 | 9,046 | 34.31 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10,924 | 653 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 59,485 | 4.05 | 3,558 | 4.77 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 57,021 | 4.38 | 3,410 | 5.12 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 6 | 0 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 9,833 | 0.78 | 588 | 1.55 | ||||
| 2025-07-09 | 13F | Roth Financial Partners LLC | 275,438 | 8.67 | 16,474 | 9.42 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 919,122 | 4.05 | 54,973 | 4.77 | ||||
| 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 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2,233,102 | 1.78 | 133,562 | 2.48 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 59,958 | 0.16 | 3,586 | 0.84 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 3,541 | 212 | ||||||
| 2025-07-25 | 13F | Natural Investments, Llc | 7,321 | 8.07 | 0 | |||||
| 2025-08-11 | 13F | Alps Advisors Inc | 135,852 | 35.29 | 8,125 | 36.23 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 5,434 | 325 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 4,257 | 255 | ||||||
| 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 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 12,951 | 1.49 | 768 | 1.19 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 32,358 | 57.60 | 1,935 | 58.74 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 51,388 | 15.12 | 3,074 | 15.92 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2,888,571 | 3.83 | 172,765 | 4.55 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 79,813 | 4,774 | ||||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 62,748 | 3,753 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 19,636 | 5.02 | 1,174 | 5.77 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 573,230 | 2.39 | 33,884 | 2.08 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4,310 | 256 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 5,026 | 0.94 | 301 | 1.69 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 407 | 0.99 | 24 | 4.35 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 348 | 21 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,472 | 88 | ||||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 194,785 | 641.22 | 12 | 1,000.00 | ||||
| 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 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 200,305 | 11,261 | ||||||
| 2025-07-30 | 13F | Pacific Wealth Management | 6,652 | 398 | ||||||
| 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 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 12,460 | 745 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 1,026,698 | 2.56 | 61,407 | 3.27 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 197,071 | 65.85 | 11,787 | 66.99 | ||||
| 2025-07-15 | 13F | Maseco Llp | 5,271,982 | 315,238 | ||||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 257,255 | 4.86 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 3,408 | 0.98 | 204 | 1.50 | ||||
| 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 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 240 | 14 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3,517 | 210 | ||||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 14,304 | 0.03 | 856 | 0.71 | ||||
| 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 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13,299 | 1.78 | 795 | 2.45 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 74,734 | 31.87 | 4,470 | 32.77 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 90,615 | 11.14 | 5,420 | 11.92 | ||||
| 2025-08-08 | 13F | Croban | 42,636 | 169.08 | 2,550 | 170.88 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10,849 | 1.74 | 649 | 2.37 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 14,861 | 0.06 | 889 | 0.68 | ||||
| 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 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 7,018 | 4.72 | 420 | 5.28 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 7,798 | 33.46 | 466 | 34.29 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 163,200 | 2.02 | 9,694 | 4.49 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 39,673 | 998.06 | 2,373 | 1,008.41 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 556,764 | 0.47 | 33,300 | 1.16 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 271,522 | 7.14 | 16,107 | 7.65 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 86 | 5 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 63,175 | 22.41 | 3,778 | 23.26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 142,007 | 8.55 | 8,493 | 9.31 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1,955 | 117 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 160,248 | 0.07 | 9,584 | 0.76 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 44,750 | 2,676 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 21,202 | 85.40 | 1,268 | 86.75 | ||||
| 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 |
