PE:SPYMUS / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF - Propriedade Institucional - Compradores

SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
PE ˙ BVL ˙ US78464A8541

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Propriedade Institucional e de Fundos - Compradores

Os principais detentores que abriram novas posições em SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF incluem Walleye Capital LLC, Main Management Fund Advisors LLC, Northern Lights Fund Trust IV - Main BuyWrite ETF, RSST - Return Stacked(R) U.S. Stocks & Managed Futures ETF, BlueCrest Capital Management Ltd, Intact Investment Management Inc., Jupiter Topco LLC, Larry Mathis Financial Planning, LLC, Tidal Trust II - Return Stacked(R) U.S. Stocks & Gold/Bitcoin ETF, Better Way Financial, LLC, Verde Capital Management, Adamsbrown Wealth Consultants Llc, Kellett Schaffner Wealth Advisors LLC, Morrissey Wealth Management, LLC, Sound Capital Solutions LLC, Prairie Advisory, Llc, TOP Private Wealth LLC., My Portfolio Guide, LLC, Alongside, Llc, e Steelhead Wealth Management LLC .

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

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-07-29 13F Chicago Partners Investment Group LLC 242,539 15.47 21,079 19.87
2026-08-04 13F Rossby Financial, LCC 62,179 52.12 5,464 73.35
2026-08-11 13F Edgestream Partners, L.P. 8,966 28.91 788 47.93
2026-07-21 13F St Germain D J Co Inc 1,203,055 5.84 105,724 21.52
2026-08-13 13F Steelhead Wealth Management LLC 131,652 12
2026-08-12 13F Madison Wealth Partners, Inc 7,782 46.64 684 68.23
2026-08-05 13F Mosaic Family Wealth Partners, Llc 246,451 61.42 21,658 85.35
2026-08-11 13F Millstone Evans Group, LLC 32 3
2026-08-03 13F Sterling Group Wealth Management, LLC 1,093,329 1.26 96,082 16.27
2026-10-16 13F Selby Wealth Management, LLC 30,530 42.20 2,740 45.28
2026-07-29 13F Beacon Capital Management, LLC 394,381 2,670.50 34,658 3,082.55
2026-08-04 13F BCGM Wealth Management, LLC 4,414 2.84 388 17.99
2026-07-27 13F Marks Group Wealth Management, Inc 1,119,123 309.67 98,349 370.38
2026-07-28 13F North Star Investment Management Corp. 589 0.17 52 15.91
2026-08-11 13F Ieq Capital, Llc 34,302 7.50 3,014 23.42
2026-07-30 13F Clarity Retirement & Wealth, LLC 147,034 6.15 12,921 21.88
2026-07-10 13F Abound Wealth Management 120,207 17.63 10,564 35.06
2026-08-14 13F XTX Topco Ltd 17,576 35.29 1,545 55.33
2026-09-16 13F/A Hbk Investments L P 137,616 14.17 12,094 31.08
2026-07-13 13F Wilian Securities, LLC 242,040 21,271
2026-08-11 13F Wealth Alliance 3,944 34.70 347 54.46
2026-08-13 13F Sanctuary Advisors, LLC 892,772 33.43 78,457 53.20
2026-08-10 13F NewEdge Wealth, LLC 46,269 1.94 4,066 17.04
2026-07-17 13F Peak Financial Advisors Llc 6,547 3.77 575 19.29
2026-10-09 13F Roan Capital Partners 83,103 11.77 7,459 14.17
2026-10-15 13F WealthPLAN Partners, LLC 106,946 0.42 9,599 2.56
2026-07-31 13F Integrity Alliance, Llc. 1,305,650 29.51 114,741 48.69
2026-07-23 13F/A New Wave Wealth Advisors Llc 55,242 1,057.39 4,855 1,229.86
2026-08-14 13F Guardian Wealth Advisors, Llc / Nc 112,634 2.36 9,898 17.53
2026-10-16 13F Eagle Strategies LLC 773,937 1.01 69,469 3.18
2026-10-13 13F Accel Wealth Management 3,348 3.75 300 6.01
2026-07-21 13F Mendel Capital Management LLC 3,751 0.27 330 15.03
2026-07-24 13F Optima Capital Llc 111,637 6.25 9,811 21.98
2026-08-11 13F NorthRock Partners, LLC 4,629,596 11.17 406,849 27.64
2026-08-14 13F Ameriprise Financial Inc 6,137,684 19.83 539,234 37.75
2026-10-15 13F Ronald Blue Trust, Inc. 429 50.00 38 52.00
2026-07-16 13F CFS Investment Advisory Services, LLC 1,490,244 34.23 130,650 40.80
2026-08-13 13F Fortis Advisors, LLC 6,609 37.34 581 57.61
2026-08-25 13F Kirkwood Financial Services 3,346 0.27 294 15.29
2026-07-22 13F McNamara Financial Services, Inc. 49,792 0.09 4,376 14.92
2026-08-12 13F Seeds Investor Llc 19,042 53.59 1,673 65.15
2026-08-13 13F Zacks Investment Management 8,268 106.96 727 138.03
2026-08-26 13F Principia Wealth Advisory, LLC 871 48.38 77 72.73
2026-07-29 13F Thompson Davis & Co., Inc. 16,575 0.76 1,457 15.65
2026-10-16 13F Wealthbridge Capital Management, Llc 10,553 947
2026-08-04 13F Brooklyn FI, LLC 14,285 37.47 1,257 57.99
2026-07-14 13F Portside Wealth Group, LLC 64,985 1,398.39 5,711 1,625.08
2026-08-14 13F Wiley Bros.-aintree Capital, Llc 196,615 10.20 17,211 25.73
2026-08-03 13F BIP Wealth, LLC 139,300 13.86 12,242 30.74
2026-06-26 NP BINT - Bluemonte Global Equity ETF 1,162,386 12.88 98,291 17.26
2026-10-13 13F Trinity Wealth Management, LLC 108,686 6.10 9,756 8.36
2026-07-15 13F Sachetta, LLC 780 69
2026-07-21 13F Old Second National Bank Of Aurora 73,470 10.28 6,457 26.61
2026-07-09 13F Next Level Private LLC 2,537 223
2026-09-01 13F/A Citadel Advisors Llc 3,248 285
2026-08-05 13F Janney Montgomery Scott LLC 330,047 31.93 29 52.63
2026-07-24 13F Pine Valley Investments Ltd Liability Co 147,160 1.48 12,932 16.52
2026-08-05 13F Advisor OS, LLC 268,913 13.30 23,632 30.09
2026-07-30 13F Beech Hill Advisors, Inc. 2,994 14.49 263 31.50
2026-07-27 13F Parcion Private Wealth LLC 68,621 4.42 6,030 19.90
2026-08-13 13F UBS Group AG 2,621,733 13.50 230,398 30.31
2026-10-09 13F Castleview Partners, Llc 7,500 11.72 673 14.26
2026-08-13 13F Silver Grove Financial Group, Inc. 4,618 19.48 406 37.29
2026-08-10 13F Empirical Asset Management, LLC 31,231 52.73 2,745 78.41
2026-08-04 13F Alliance Wealth Management Group 138,155 1.70 12,141 16.76
2026-07-27 13F Merkkuri Wealth Advisors LLC 277,647 25.23 24,400 43.78
2026-08-04 13F Huntleigh Advisors, Inc. 4,254 374
2026-07-15 13F LVW Advisors, LLC 1,241,597 7.18 109,112 23.06
2026-07-29 13F Global Wealth Management Investment Advisory, Inc. 4,153 16.49 365 33.82
2026-08-12 13F Cedar Wealth Management, LLC 6,040 47.39 531 69.33
2026-08-14 13F Vestmark Advisory Solutions, Inc. 306,303 19.94 26,918 37.71
2026-08-10 13F Tiaa-cref Individual & Institutional Services, Llc 40,127 219.76 3,526 267.29
2026-07-20 13F Kavar Capital Partners Group, Llc 29,333 0.01 2,578 14.84
2026-07-29 13F Cushing Capital Partners, LLC 67,839 6.38 5,962 22.13
2026-08-11 13F Cannon Wealth Management Services, LLC 169,315 2.81 14,879 18.04
2026-08-14 13F Squarepoint Ops LLC 32,669 2,871
2026-07-23 13F Sentinel Pension Advisors Inc 26,974 13.14 2,360 29.33
2026-04-28 NP Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 3 ETF 120,700 4.77 9,748 5.26
2026-07-31 13F Peck Wealth Management, LLC 21,885 22.52 1,923 40.67
2026-07-13 13F Main Street Group, LTD 386 687.76 34 1,000.00
2026-07-29 13F Catalyst Financial Partners Llc 9,579 67.38 842 92.01
2026-08-13 13F Huntington National Bank 4,722 10.33
2026-08-11 13F Tradition Wealth Management, LLC 221,608 53.95 19,475 76.76
2026-08-10 13F National Bank Of Canada /fi/ 237,926 21.73 20,897 39.71
2026-08-13 13F Fmr Llc 274,669 20.94 24,138 38.86
2026-07-29 13F JB Capital LLC 2,433 214
2026-07-13 13F Cypress Wealth Services, LLC 535,606 49.72 47,069 71.90
2026-04-24 13F TSG Advice Partners, LLC 485,200 7,441.19 37,137 7,097.09
2026-07-21 13F Unify Financial Advisors 9,886 29.33 869 48.38
2026-07-27 13F Atlas Private Wealth Advisors 300,403 4.22 26,399 19.66
2026-08-06 13F Kagan Cocozza Asset Management 286,656 5.97 25,191 21.67
2026-08-06 13F One Wealth Advisors, LLC 926,489 35.58 81,420 55.67
2026-10-16 13F Vontobel Holding Ltd. 10,124 18.17 909 20.74
2026-08-14 13F Vertex Planning Partners, LLC 1,234,572 29.92 108,494 49.17
2026-07-15 13F Shaker Investments Llc/oh 24,757 4.19 2,176 19.64
2026-08-07 13F Oarsman Capital, Inc. 291,664 67.11 25,631 91.88
2026-10-09 13F HF Advisory Group, LLC 53,772 1.67 4,827 3.85
2026-10-16 13F James T. Borello RIA 4,054 3.21 364 5.22
2026-10-15 13F Mission Wealth Management, Lp 18,226 1,636
2026-07-23 13F JNBA Financial Advisors 162,121 15.97 14,247 33.16
2026-07-17 13F Storen Legacy Partners, LLC 19,148 0.63 1,683 15.52
2026-08-05 13F Blue Bell Private Wealth Management, Llc 159,494 14.17 14,016 31.09
2026-10-13 13F Beacon Investment Advisory Services, Inc. 60 5
2026-07-28 13F Latitude Advisors, LLC 60,659 15.35 5,331 32.46
2026-07-14 13F Robinswood Financial LLC 1,941 0.26 171 14.86
2026-10-13 13F Butensky & Cohen Financial Security, Inc 30,962 0.21 2,779 2.36
2026-08-07 13F Boulder Wealth Advisors, LLC 27,231 682.05 2,393 799.62
2026-10-07 13F City Center Advisors, LLC 2,935 2.77 263 5.20
2026-05-08 NP Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares 100,005 32.62 7,654 26.55
2026-07-28 13F Kovack Advisors, Inc. 7,438 1.96 653 16.61
2026-08-14 13F Balyasny Asset Management Llc 3,797 334
2026-08-10 13F Centennial Bank/AR/ 3,623 318
2026-08-07 13F Gables Capital Management Inc. 302 27
2026-08-04 13F Mattson Financial Services, LLC 196,513 6.96 17,366 23.49
2026-07-24 13F Compass Financial Services Inc 485,904 2.49 42,701 17.68
2026-07-23 13F Alliance Wealth Advisors, LLC /UT 38,656 3,397
2026-07-30 13F Asset Dedication, LLC 17,299 139.43 1,520 174.86
2026-07-31 13F Wealthgarden F.s. Llc 27,488 32.41 2,416 51.98
2026-08-14 13F Western Wealth Management, LLC 744,025 3.73 65,385 19.10
2026-10-13 13F Downshift Financial, LLC 66,393 1.35 5,959 3.53
2026-08-13 13F Sound Capital Solutions LLC 218,694 19,219
2026-07-27 13F 3EDGE Asset Management, LP 1,477,485 28,893.03 129,841 33,192.56
2026-08-14 13F Jane Street Group, Llc Call 117,800 1.55 10,352 16.60
2026-08-06 13F Silverlake Wealth Management Llc 29,380 10.45 2,582 26.77
2026-08-11 13F Brighton Jones Llc 20,943 11.67 1,841 28.22
2026-07-22 13F Harbor Asset Planning, Inc. 1,198 0.25 105 15.38
2026-08-13 13F Plum Street Advisors, LLC 3,605 317
2026-06-26 NP BLGR - Bluemonte Large Cap Growth ETF 261,437 11.66 22,107 16.00
2026-07-22 13F Steigerwald, Gordon & Koch Inc. 4,806 0.04 422 14.99
2026-04-27 13F Exencial Wealth Advisors, Llc 24,337 0.33 1,863 -4.27
2026-10-14 13F First Pacific Financial 35 3
2026-08-06 13F Verus Capital Partners, Llc 433,296 21.19 38,078 39.14
2026-10-13 13F Courier Capital Llc 73,538 24.70 6,601 27.36
2026-08-03 13F Wallace Advisory Group, LLC 17,193 1,511
2026-07-20 13F Prairie Advisory, Llc 217,954 19,154
2026-10-09 13F VisionPoint Advisory Group, LLC 239,532 35.17 21,500 38.06
2026-08-24 13F Financial Insights, Inc. 542,614 1.34 47,685 16.36
2026-05-14 13F Cwm, Llc 11,255,034 8.65 861,460 103,565.46
2026-10-08 13F First Heartland Consultants, Inc. 701,619 2.72 62,977 4.92
2026-07-16 13F Lifelong Wealth Advisors, Inc. 940,424 17.47 82,644 34.88
2026-07-20 13F Stewardship Advisors, LLC 15,843 29.89 1,392 49.20
2026-07-24 13F Solitude Financial Services 918,816 0.94 80,746 7.68
2026-08-14 13F Main Management Fund Advisors LLC 5,915,320 520
2026-08-13 13F Trajan Wealth LLC 187,165 214.26 16,448 260.86
2026-07-23 13F Nwam Llc 89,885 11.34 7,899 27.84
2026-10-14 13F Kellett Schaffner Wealth Advisors LLC 268,562 24,106
2026-10-08 13F Titleist Asset Management, Llc 83,336 61.76 7,480 65.23
2026-08-03 13F Archer Investment Corp 487,388 100.58 42,832 130.30
2026-08-07 13F Foster & Motley Inc 5,059 22.14 0
2026-08-14 13F BlueCrest Capital Management Ltd 2,622,607 230,475
2026-08-11 13F Apex Wealth Management, LLC 2,414 212
2026-08-11 13F Robinhood Asset Management, LLC 4,321 42.80 380 64.07
2026-08-14 13F Schwallier Wealth Management LLC 125,145 394.49 10,998 467.73
2026-07-27 13F Global Assets Advisory, LLC 34,223 3,011
2026-07-31 13F Avion Wealth 86 86.96 0
2026-08-06 13F NovaPoint Capital, LLC 204,030 2.13 17,930 17.27
2026-08-06 13F Horizon Wealth Management, LLC 77,591 0.07 6,819 14.90
2026-08-07 13F Tableaux Llc 374,730 4.39 32,931 19.86
2026-07-09 13F Sharkey, Howes & Javer 30,077 118.23 2,643 150.76
2026-07-23 13F Crewe Advisors LLC 7,589 89.63 667 117.65
2026-07-24 13F Quest 10 Wealth Builders, Inc. 18,794 3.07 1,652 18.35
2026-10-16 13F Hutchens & Kramer Investment Management Group, LLC 28,336 30.28 2,543 33.07
2026-07-16 13F Access Financial Services, Inc. 25,952 2.31 2,281 17.47
2026-07-27 13F Ascension Capital Advisors, Inc. 10,689 939
2026-07-21 13F Legacy Advisory Services, LLC 242,446 1.22 21,306 16.22
2026-08-18 13F North Star Asset Management Inc 597,120 0.44 52,475 15.31
2026-07-23 13F Eaton-Cambridge Inc. 10,043 883
2026-08-12 13F Compass Financial Management Llc 55,831 5,010
2026-07-21 13F Nbc Securities, Inc. 378,953 3.55 33,302 18.89
2026-08-10 13F Howe & Rusling Inc 407 4,987.50 36
2026-08-11 13F Sentinus, LLC 5,004 7.34 440 23.31
2026-10-13 13F Signal Advisors Wealth, LLC 1,544,029 12.02 138,592 14.42
2026-07-27 13F SageGuard Financial Group, LLC 2,324 204
2026-07-24 13F Wagner Wealth Management, Llc 269 49.44 24 76.92
2026-10-08 13F Leverty Financial Group, LLC 5,391 2.37 484 4.55
2026-08-03 13F TSA Wealth Managment LLC 573,623 46.13 50,410 67.78
2026-08-13 13F Brogan Financial, Inc. 81,365 2.95 7,150 18.20
2026-08-14 13F Qube Research & Technologies Ltd 8,802 774
2026-08-11 13F SK Wealth Management, LLC 186,676 92.53 16,987 125.89
2026-08-03 13F Oppenheimer & Co Inc 4,779 420
2026-07-29 13F Culbertson A N & Co Inc 6,900 162.96 606 203.00
2026-07-30 13F Acorn Wealth Advisors, LLC 25,695 15.18 2,258 32.28
2026-10-13 13F Fragasso Group Inc. 442,931 1.28 40,590 5.62
2026-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6,170 542
2026-07-22 13F Oregon Pacific Wealth Management, LLC 48,632 3.32 4,274 18.63
2026-07-23 13F Apollon Wealth Management, LLC 165,902 13.08 14,579 29.83
2026-08-04 13F Money Concepts Capital Corp 146,258 13.22 12,853 30.00
2026-08-13 13F Change Path, LLC 971,513 189.70 85,377 232.63
2026-08-13 13F Timbuktu Capital Management, LLC 1,466 129
2026-06-26 NP BVAL - Bluemonte Large Cap Value ETF 445,966 9.61 37,711 13.86
2026-08-12 13F American Century Companies Inc 344,100 25.77 30,240 44.40
2026-07-09 13F Procyon Private Wealth Partners, LLC 792,778 4.47 69,669 19.95
2026-08-14 13F Vantage Point Financial LLC 105,897 13.05 9,306 29.81
2026-08-03 13F Rhl Group, Llc 1,302 886.36 115 1,040.00
2026-07-14 13F Global X Japan Co., Ltd. 10,628 11.66 934 28.16
2026-08-04 13F Transcend Wealth Collective, Llc 60,396 18.50 5,308 36.08
2026-08-13 13F IFG Advisory, LLC 455,449 266,244.44 40,025 307,776.92
2026-07-09 13F Ffg Retirement Advisors Llc 115,034 25.06 10,109 43.59
2026-07-24 13F Daviman Financial, LLC 288,218 48.68 25,329 70.71
2026-08-12 13F First Nebraska Trust Co 27,660 213.85 2,431 260.53
2026-08-03 13F ProVise Management Group, LLC 3,860 12.57 339 29.39
2026-04-27 13F Smith & Howard Wealth Management, LLC 2,885 221
2026-07-30 13F Blue Line Capital, LLC / IL 3,372 4.95 296 20.82
2026-07-30 13F Crusonia Wealth Advisors LLC 2,648 233
2026-07-13 13F High Probability Advisors, LLC 58,738 6.15 5,162 21.87
2026-10-07 13F Buska Wealth Management, LLC 5,711 15.65 513 18.24
2026-07-31 13F Worth Financial Advisory Group, LLC 35,080 3,083
2026-08-03 13F Oakwell Private Wealth Management, LLC 2,539 223
2026-07-22 13F Mirae Asset Global Investments Co., Ltd. 3,461,511 11.32 304,198 27.82
2026-08-10 13F SageView Advisory Group, LLC 98,451 538.67 8,652 633.76
2026-08-14 13F Cardiff Park Advisors, Llc 25,513 86.77 2,242 114.55
2026-07-23 13F ORBA Wealth Advisors, L.L.C. 2,495 219
2026-08-13 13F Penserra Capital Management LLC 1,021,646 27.21 90 45.90
2026-07-28 13F Vivid Wealth Management, LLC 38,253 3.92 3,362 19.31
2026-10-13 13F Bricktown Capital, LLC 663,322 13.71 59,540 16.15
2026-07-22 13F Albion Financial Group /ut 160,482 738.68 14,103 863.32
2026-09-01 13F Agur Provident & Training Funds Management Ltd 1,391,894 56.31 11,529 17,914.06
2026-08-10 13F Shepherd Financial Partners LLC 88,978 1.66 7,819 16.72
2026-10-15 13F B.A. Schrock Wealth Management, Inc. 3,201 288
2026-07-27 13F URS Advisory LLC 65,208 13.78 5,731 30.64
2026-10-13 13F Independent Financial Group, Llc 457,644 7.12 41,078 9.42
2026-10-14 13F Ignite Planners, LLC 4,544 5.31 409 7.65
2026-07-23 13F Strategic Blueprint, LLC 269,316 5.93 23,667 21.63
2026-08-14 13F Seal Cove Capital, LLC 30,370 0.27 2,669 15.10
2026-07-08 13F Threadgill Financial, Llc 7,694 8.72 676 24.95
2026-05-22 NP XDIV - Roundhill S&P 500 No Dividend Target ETF 459,550 5,744,275.00 35,174
2026-07-16 13F Beacon Financial Group 53,773 9.16 4,726 25.33
2026-07-22 13F Wealth Management Resources, Inc. 99,508 6.64 8,745 22.43
2026-10-14 13F ATX Financial Planning, LLC 148,746 55.19 13,351 58.51
2026-08-10 13F Regions Financial Corp 3,934 41.46 346 62.74
2026-09-23 13F/A Envestnet Portfolio Solutions, Inc. 35,608 15.34 3,129 32.47
2026-07-27 13F Cullen/frost Bankers, Inc. 2,293 270.44 201 327.66
2026-05-15 13F Trask Adam Roland 550 42
2026-08-07 13F SILVER OAK SECURITIES, Inc 64,617 14.57 5,679 31.56
2026-07-17 13F Asio Capital, LLC 15,230 68.96 1,338 94.19
2026-08-05 13F PAX Financial Group, LLC 165,376 40.74 14,533 61.60
2026-08-03 13F Oppenheimer Asset Management Inc. 48,063 3.66 4,224 19.02
2026-07-23 13F Capital Investment Advisory Services, LLC 68,616 19.11 6,030 36.74
2026-08-06 13F WealthPoint Financial, LLC 150,414 69.04 13,218 94.10
2026-07-14 13F National Wealth Management Group, LLC 258,146 112.95 22,686 144.50
2026-07-15 13F Spire Wealth Management 24,366 45.66 2,141 67.27
2026-07-13 13F Client 1st Advisory Group, Llc 599,273 1.51 52,664 16.55
2026-08-11 13F Manhattan West Asset Management, LLC 69,761 17.60 6,131 35.02
2026-08-07 13F Trust Co Of Vermont 2,332 205
2026-08-12 13F EP Wealth Advisors, Inc. 418,841 251.44 36,808 303.54
2026-07-27 13F Opulen Financial Group LLC 7,780 3.18 684 18.37
2026-07-17 13F Sowell Financial Services LLC 216,943 3.87 19,065 19.25
2026-07-20 13F Certior Financial Group, Llc 42,418 3,728
2026-08-12 13F Baird Financial Group, Inc. 328,764 5.04 28,892 20.60
2026-07-23 13F Abundance Wealth Counselors 9,972 28.60 876 47.72
2026-07-21 13F Crown Wealth Group, LLC 494,535 2.14 43,460 17.28
2026-08-12 13F Stifel Financial Corp 598,167 74.50 52,567 100.36
2026-10-02 13F Private Client Services, Llc 5,168 47.03 464 50.32
2026-07-21 13F Optas, LLC 2,330 205
2026-06-26 NP DUBS - Aptus Large Cap Enhanced Yield ETF 3,068,183 31.91 259,446 37.03
2026-08-11 13F Helium Advisors LLC 5,158 28.69 453 48.04
2026-04-22 13F Vicus Capital 2,262,820 24.94 173,196 19.20
2026-07-15 13F Capital Investment Management, Inc. 396,940 0.42 34,883 15.30
2026-08-10 13F Arkadios Wealth Advisors 323,804 19.12 28,456 36.77
2026-08-14 13F Pinnacle Family Advisors, LLC 36,204 22.09 3,182 40.19
2026-07-29 13F Keystone Financial Group 798,870 11.87 70,205 28.44
2026-08-06 13F Capital Investment Advisors, LLC 12,129 14.23 1,066 31.16
2026-08-14 13F Susquehanna International Group, Llp 315,576 13.28 27,733 30.06
2026-08-14 13F Susquehanna International Group, Llp Call 280,800 50.64 24,677 72.96
2026-09-18 13F Security National Bank Of Sioux City Iowa /ia/ 1,519 133
2026-07-14 13F Jacobson & Schmitt Advisors, Llc 12,546 0.37 1,103 15.27
2026-08-05 13F HighTower Advisors, LLC 4,753,004 8.83 417,694 24.95
2026-08-07 13F Macco Financial Group, Inc. 633,400 26.39 55,663 45.12
2026-08-03 13F Acumen Wealth Advisors, LLC 93 8
2026-08-11 13F Allworth Financial LP 14,654 16.78 1,288 34.06
2026-07-29 13F Wright Wealth Llc 43,370 2.16 3,811 17.30
2026-08-13 13F Panoramic Investment Advisors, Llc 332,122 1.02 29,187 15.98
2026-07-22 13F Horst & Graben Wealth Management LLC 868,783 62.45 76,271 69.44
2026-08-10 13F Adams Wealth Management 105,611 1.09 9,281 16.07
2026-08-14 13F Strategic Family Wealth Counselors, L.L.C. 21,374 289.68 1,878 348.21
2026-07-28 13F Kanawha Capital Management Llc 84,787 7.14 7,451 23.04
2026-07-28 13F Meramec Financial Planners, LLC 1,177 17.70 102 22.89
2026-08-11 13F SHP Wealth Management 9,625 161.12 846 199.65
2026-05-13 13F Jaffetilchin Investment Partners, LLC 16,608 1.06 1,271 -3.57
2026-07-23 13F High Note Wealth, LLC 9,576 1.72 842 16.81
2026-07-07 13F Westmount Partners, LLC 2,302 202
2026-07-27 13F Evermay Wealth Management Llc 327,357 15.49 28,768 32.61
2026-10-13 13F Wealth Enhancement Advisory Services, Llc Put 2,400 219
2026-07-20 13F PCB Capital LLC 47,249 23.65 4,152 42.00
2026-10-08 13F Galvin, Gaustad & Stein, LLC 168,178 144.31 15,096 149.55
2026-08-14 13F Perennial Investment Advisors, LLC 416,925 110.21 36,641 141.35
2026-08-11 13F Stratos Wealth Partners, LTD. 1,465,039 14.58 128,748 31.56
2026-10-16 13F TD Waterhouse Canada Inc. 74,700 518.63 6,716 534.18
2026-08-14 13F Stonebrook Private Inc. 703,245 65.52 61,801 90.05
2026-10-13 13F Cullen Investment Group, Ltd. 23,596 14.47 2,161 19.27
2026-07-27 13F Ellenbecker Investment Group 15,200 1,336
2026-05-14 13F Integrity Wealth Advisors, Inc. 45,798 94.23 3,505 82.65
2026-08-03 13F Sagespring Wealth Partners, Llc 7,129 627
2026-08-11 13F/A Legacy Edge Advisors, LLC 20,352 0.11 1,789 14.98
2026-07-28 13F Simon Quick Advisors, Llc 9,942 2.95 874 18.13
2026-08-11 13F MONECO Advisors, LLC 668,521 8.31 58,750 24.35
2026-08-07 13F Mml Investors Services, Llc 3,068,715 51.31 269,679 73.73
2026-07-29 13F Impact Partnership Wealth, LLC 19,378 8.53 1,703 24.60
2026-07-27 13F Bernardo Wealth Planning LLC 6,598 9.67 580 25.87
2026-07-27 13F Private Advisor Group, LLC 5,956,478 19.44 523,455 37.14
2026-08-13 13F Gross & Hartman Investments LLC 10,038 15.08 882 32.23
2026-07-15 13F Fifth Third Securities, Inc. 338,179 0.83 29,719 15.76
2026-07-27 13F Allen Capital Group, LLC 903,307 2.16 79,383 17.30
2026-08-14 13F Empowered Funds, LLC 45,200 966.54 3,972 1,125.93
2026-10-09 13F Thryve Wealth Management Llc 388,769 2.45 34,896 4.64
2026-08-06 13F Global Retirement Partners, LLC 2,632,322 11.16 231,328 21.78
2026-07-23 13F J. M. Brown & Associates Inc. 27,994 2,460
2026-10-13 13F Sax Wealth Advisors, Llc 58,341 318.04 5,237 390.26
2026-08-07 13F Adviser Investments LLC 9,834 1.17 864 16.29
2026-08-13 13F Steward Partners Investment Advisory, Llc 102,154 21.86 8,977 39.92
2026-07-27 13F Kroeger Financial Partners 94,948 8,344
2026-08-07 13F Corundum Group, Inc. 37,204 10.93 3,269 27.35
2026-07-22 13F Oakworth Capital, Inc. 176 2.33 15 15.38
2026-10-14 13F Perkins Coie Trust Co 288 26
2026-08-10 13F Liberty Square Wealth Partners Llc 715,906 6.90 62,914 22.73
2026-07-17 13F Fifth Third Wealth Advisors LLC 10,422 73.30 916 98.91
2026-08-18 13F Kingsview Wealth Management, LLC 250,451 22.72 22,010 40.90
2026-10-13 13F PCA Investment Advisory Services Inc. 13,336 2.82 1,197 5.09
2026-07-24 13F Wealth Advisory Solutions, LLC 328,030 1.73 28,827 16.80
2026-07-27 13F Sanchez Wealth Management Group 134,586 35.63 11,827 55.72
2026-08-05 13F DDD Partners, LLC 297,704 129.78 26,162 163.84
2026-07-30 13F Byrne Financial Freedom, Llc 6,358 559
2026-08-12 13F Montgomery Financial Services LLC 12,313 1,082
2026-05-07 13F Rothschild Investment Llc 820 0.24 63 -4.62
2026-07-23 13F Strid Group, LLC 2,536 223
2026-10-15 13F Mystic Asset Management, Inc. 5,915 15.53 531 18.04
2026-07-09 13F Wealthcare Capital Management Llc 106,384 1.64 9,349 16.70
2026-10-13 13F Chesley Taft & Associates LLC 3,328 10.02 299 12.45
2026-08-10 13F Csenge Advisory Group 39,434 2.22 3,465 17.38
2026-07-30 13F Quadrant Private Wealth Management, LLC 370,036 52.16 32,519 74.71
2026-07-23 13F MN Wealth Advisors, LLC 67,588 31.66 5,940 51.16
2026-08-06 13F Russell Investments Group, Ltd. 8,651 117.31 760 150.00
2026-09-14 13F Revere Asset Management, Inc 1,364,681 12.86 119,928 29.59
2026-08-10 13F Kedalion Capital Management LLP 35,130,000 96.49 3,087,224 125.60
2026-07-28 13F Truist Financial Corp 384,568 27.69 33,796 46.61
2026-07-27 13F Gladstone Institutional Advisory LLC 594,395 0.11 52,235 14.94
2026-07-17 13F Hm Payson & Co 697,278 5.45 61,277 21.07
2026-08-12 13F Kirtland Hills Capital Management, Llc 3,477 2.69 306 7.77
2026-10-05 13F Olistico Wealth, LLC 128 11
2026-10-15 13F Legacy Financial Strategies, LLC 2,244 201
2026-08-06 13F KC Investment Advisors, LLC 25,669 14.26 2,256 31.18
2026-07-28 13F Wesbanco Bank Inc 3,314 291
2026-10-15 13F Curated Wealth Partners LLC 2,546 229
2026-07-20 13F Guidance Capital, Inc 4,524 7.10 400 11.14
2026-07-21 13F NorthAvenue LLC 777 68
2026-07-16 13F Northeast Investment Management 5,000 439
2026-08-10 13F Sound Financial Strategies Group, LLC 10,279 903
2026-07-15 13F Rainier Family Wealth Inc 155,238 4.79 13,642 20.32
2026-08-07 13F RWM Asset Management, LLC 6,136 0.03 539 14.93
2026-07-27 13F Parkway Wealth Management Group, LLC 59,711 30.23 5,247 43.01
2026-08-18 13F Capasso Planning Partners LLC 3,694 5.39 325 20.90
2026-07-22 13F Miracle Mile Advisors, LLC 5,090,408 27.71 447,345 46.63
2026-08-06 13F SCS Capital Management LLC 3,146,097 1.34 276,479 16.36
2026-08-14 13F Strategic Investment Advisors / MI 13,652 34.94 1,200 54.91
2026-08-12 13F Aptus Capital Advisors, LLC 5,084,065 7.76 446,788 23.73
2026-07-28 13F Wedbush Securities Inc 52,331 7.60 5 33.33
2026-08-14 13F Hrt Financial Lp 34,082 3
2026-08-07 13F Resources Investment Advisors, LLC. 10,309,495 44.21 905,998 65.58
2026-10-13 13F SMI Advisory Services, LLC 4,412 7.14 404 10.99
2026-08-13 13F/A Knightsbridge Asset Management, Llc 372,677 0.18 32,751 15.02
2026-07-14 13F Spectrum Planning & Advisory Services Inc. 177,442 136.98 15,594 172.08
2026-08-14 13F Coppell Advisory Solutions LLC 583,394 29,390
2026-07-22 13F Better Way Financial, LLC 545,492 47,938
2026-07-29 13F Financial Network Wealth Advisors LLC 9,553 840
2026-07-31 13F Belpointe Asset Management LLC 273,983 18.30 24,078 35.83
2026-08-06 13F Buckingham Strategic Partners 235,331 11.53 20,681 28.05
2026-08-12 13F SeedSafe Financial LLC 172,714 6.53 15,173 22.28
2026-07-16 13F Single Point Partners, LLC 2,407 212
2026-08-13 13F Maple Capital Management, Inc. 43,108 13.19 3,788 29.95
2026-07-17 13F Archford Capital Strategies, LLC 358,112 114.06 31,471 145.78
2026-07-20 13F Brown Wealth Management, Llc 3,090 5.28 272 20.98
2026-08-11 13F Godfrey Financial Associates, Inc. 2,697 4.21 237 19.70
2026-07-28 13F Clear Point Advisors Inc. 17,172 1,509
2026-08-13 13F Snowden Capital Advisors LLC 708,888 62,297
2026-08-07 13F Focused Alpha, Llc 3,414 300
2026-08-10 13F Level Four Advisory Services, Llc 543,471 2.74 47,760 17.96
2026-08-14 13F Thrivent Financial For Lutherans 1,203,104 71.75 106 98.11
2026-07-15 13F Security Financial Services, INC. 995,716 45.22 87,504 66.74
2026-07-23 13F Brookwood Investment Group LLC 33,770 1.45 2,968 16.49
2026-10-15 13F YANKCOM Partnership 245 92.91 22 90.91
2026-07-29 13F Woodard & Co Asset Management Group Inc /adv 1,559 6.85 137 22.52
2026-08-06 13F Uniting Wealth Partners, LLC 77,471 1.52 6,808 16.58
2026-08-20 13F Rehmann Capital Advisory Group 293,692 8.45 25,793 24.47
2026-08-10 13F MSH Capital Advisors LLC 49,713 0.62 4,369 15.52
2026-07-30 13F Arrien Investments, Inc. 287,849 0.47 25,296 15.36
2026-08-13 13F Federation des caisses Desjardins du Quebec 57,833 10.13 5,082 26.45
2026-10-07 13F HWG Holdings LP 63,592 44.56 5,708 47.68
2026-09-04 13F Parkside Financial Bank & Trust 2,891 3.07 254 18.69
2026-08-13 13F Modern Wealth Management, LLC 2,258,636 84.79 198,489 110.57
2026-10-13 13F Krilogy Financial LLC 4,109 376
2026-10-13 13F OMNI 360 Wealth, Inc. 205,560 3.78 18,451 6.00
2026-08-05 13F Kmt Wealth Management, Llc 61,881 5,438
2026-08-12 13F ODonnell Financial Services, LLC 783,367 2.26 68,842 17.52
2026-08-11 13F Wealthspire Advisors, LLC 5,799,266 671.74 509,639 786.08
2026-10-15 13F AdvisorNet Financial, Inc 280,161 5.90 25,377 9.15
2026-08-10 13F Optimist Retirement Group LLC 9,268 0.14 813 14.85
2026-10-13 13F Clarus Wealth Advisors 118,589 1.65 10,867 6.19
2026-08-07 13F Tounjian Advisory Partners, Llc 36,543 3,211
2026-08-17 13F Caitlin John, LLC 34,753 128.56 3,054 162.60
2026-08-10 13F Lbmc Investment Advisors, Llc 21,565 1.83 1,895 16.98
2026-07-16 13F Crews Bank & Trust 1,185,830 2.59 104,211 17.79
2026-08-03 13F Modus Advisors, LLC 5,463 480
2026-10-16 13F Forum Financial Management, LP 3,423 307
2026-08-10 13F Tidemark, LLC 196,696 11.93 17,286 28.51
2026-08-11 13F Blair William & Co/il 188,833 3.62 16,595 18.97
2026-08-03 13F Walleye Capital LLC 20,509,091 1,802,339
2026-08-14 13F Cerity Partners LLC 3,492,375 48.83 306,910 70.88
2026-07-09 13F Wealthcare Capital Partners, LLC 150,263 0.08 13,205 14.91
2026-08-26 13F Brown Financial Advisors 210,791 1.22 18,524 16.22
2026-10-13 13F Monticello Wealth Management, Llc 6,218,187 2.87 558,144 5.07
2026-10-14 13F Patriot Financial Group Insurance Agency, LLC 154,289 2.26 13,849 4.45
2026-08-14 13F Note Advisors, LLC 2,519 221
2026-07-27 13F Sanibel Captiva Trust Company, Inc. 2,581 227
2026-08-14 13F Sanchez Gaunt Capital Management, LLC 50,337 5.32 4,424 20.91
2026-08-13 13F SWAN Capital LLC 510 0.20 45 15.79
2026-06-26 NP BLUX - Bluemonte Dynamic Total Market ETF 2,872,677 13.13 242,914 17.53
2026-08-06 13F James J. Burns & Company, LLC 4,716 23.78 415 42.27
2026-08-14 13F Goldman Sachs Group Inc 20,075,136 126.00 1,764,203 159.48
2026-05-28 NP LCORX - Leuthold Core Investment Fund Retail Class Short -108,093 390.33 -8,273 367.93
2026-08-18 13F JDM Financial Group LLC 40,698 0.01 3,577 14.84
2026-05-16 13F Sunbelt Securities, Inc. 1,091 9.87 84 5.06
2026-08-10 13F Kelman-Lazarov, Inc. 430,413 2.18 37,825 17.32
2026-08-07 13F UNIVEST FINANCIAL Corp 1,833,570 1.42 161,134 16.44
2026-07-27 13F Cornerstone Wealth Group, LLC 306,583 24.02 26,942 31.52
2026-08-06 13F Winch Advisory Services, LLC 924 0.22 81 15.71
2026-08-10 13F Richardson Financial Services Inc. 93,773 4.95 8,241 20.50
2026-10-05 13F Morrissey Wealth Management, LLC 250,339 22,681
2026-07-31 13F Shared Vision Wealth Group LLC 17,862 1,570
2026-07-24 13F Key FInancial Inc 10,717 1.49 942 16.46
2026-08-11 13F Tower Research Capital LLC (TRC) 70,354 60,031.62 6,183 77,175.00
2026-08-06 13F Patten Group, Inc. 5,583 7.86 491 23.74
2026-10-15 13F Wolff Wiese Magana Llc 67 6
2026-08-11 13F Cvfg Llc 219,477 8.32 19,288 24.37
2026-10-09 13F Montz Harcus Wealth Management LLC 462,330 1.82 41,499 3.99
2026-07-22 13F Synergy Financial Management, LLC 5,166 5.36 454 20.80
2026-08-11 13F Callan Family Office, LLC 23,181 2,037
2026-06-25 NP ALLW - SPDR Bridgewater All Weather ETF 2,184,127 62.76 184,690 69.07
2026-08-06 13F Hobbs Wealth Management, LLC 353,834 76.50 31,095 102.65
2026-09-02 13F Range Advisory, LLC 38,788 65.49 3,409 90.07
2026-07-28 13F Brown Financial Advisory 1,151,975 6.66 101,236 22.47
2026-07-24 13F Platform Technology Partners 4,197 2.94 369 17.95
2026-08-14 13F Pennington Partners & Co., Llc 2,894 254
2026-07-22 13F Cornerstone Wealth Management, LLC 664,572 5.32 58,403 20.92
2026-07-23 13F AJ Advisors, LLC 4,755 2.54 418 17.80
2026-10-14 13F Alliance Wealth Advisors, LLC 2,366 212
2026-05-26 NP EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB 1,682,164 3.25 128,753 -1.48
2026-07-28 13F Camden Capital, LLC 53,927 0.26 4,739 15.14
2026-09-25 13F Atomic Invest LLC 4,626 6.47 403 24.77
2026-08-14 13F Old Mission Capital Llc 19,438 1,708
2026-10-15 13F Resonant Capital Advisors, LLC 17,848 1.90 1,602 4.09
2026-07-10 13F Torren Management, LLC 824 0.24 72 16.13
2026-07-29 13F Financial Advisory Service, Inc. 808 53.90 71 77.50
2026-10-15 13F Guyasuta Investment Advisors Inc 3,178 0.09 285 2.15
2026-08-04 13F WealthTrak Capital Management LLC 238,962 42.42 21,000 63.52
2026-07-21 13F Greenleaf Trust 7,005,466 9.52 615,640 25.75
2026-07-29 13F Kathmere Capital Management, LLC 18,556 6.64 1,631 22.46
2026-08-07 13F W.H. Cornerstone Investments Inc. 16,504 0.21 1,450 15.08
2026-08-06 13F Continuum Advisory, LLC 76,643 0.60 6,735 15.50
2026-08-05 13F Tull Financial Group, Inc. 706,854 2.50 62,118 17.68
2026-08-14 13F Sei Investments Co 5,417 476
2026-04-20 13F Kestra Private Wealth Services, Llc 17,680 21.95 1,353 16.34
2026-07-30 13F Retirement Financial Solutions, Llc 282,726 2.70 24,846 17.91
2026-07-30 13F Integrity Wealth Solutions LLC 31,980 3.20 2,810 18.52
2026-06-25 NP RSST - Return Stacked(R) U.S. Stocks & Managed Futures ETF 3,636,085 307,467
2026-08-14 13F Bank Of America Corp /de/ 54,715,109 51.26 4,808,364 73.67
2026-08-07 13F Gould Capital, LLC 32,657 2.92 2,870 18.16
2026-08-24 13F Strategic Financial Services, Inc, 2,365 208
2026-07-22 13F Chris Bulman Inc 8,833 0.01 776 14.96
2026-08-13 13F Conquis Financial Llc 2,056 276.56 181 300.00
2026-08-11 13F Gambit Capital Management, LLC 146,217 3.61 12,850 18.96
2026-07-23 13F PFG Investments, LLC 4,073 33.15 358 52.56
2026-08-14 13F Beck Capital Management, Llc 9,024 90.50 793 119.06
2026-05-01 13F Coordinated Financial Services, Inc. 9,990 0.18 765 -4.38
2026-07-27 13F Koshinski Asset Management, Inc. 28,048 5.07 2,465 20.61
2026-08-07 13F Compass Wealth Management LLC 95,428 8.66 8,386 24.77
2026-08-11 13F/A Exchange Traded Concepts, Llc 6,808,698 9.20 598,348 25.38
2026-07-28 13F FLP Wealth Management, LLC 19,533 77.99 1,717 104.53
2026-08-14 13F Global Endowment Management, LP 24,926 93.02 2,191 121.76
2026-08-10 13F Balboa Wealth Partners 3,827 3.77 336 19.15
2026-08-14 13F Independence Wealth Advisors, LLC 113,481 268.68 9,973 323.44
2026-08-14 13F Jones Financial Companies Lllp 169,823,143 53.43 14,564,047 76.29
2026-10-13 13F 4wealth Advisors, Inc. 14,508 1,305
2026-08-14 13F Meridian Wealth Advisors, LLC 4,516 0.09 397 14.78
2026-08-13 13F Aldebaran Financial Inc. 79,686 15.97 7,003 33.14
2026-08-12 13F Harbour Investments, Inc. 785,230 5.89 69,006 21.57
2026-08-14 13F Raymond James Financial Inc 6,135,519 12.97 539,189 29.72
2026-10-13 13F Dynamic Advisor Solutions LLC 877,579 2.70 78,771 4.90
2026-07-29 13F United Advisor Group, LLC 28,949 50.53 2,544 72.94
2026-08-04 13F Founders Financial Alliance, LLC 3,636 6.25 320 22.22
2026-10-14 13F Entrewealth, Llc 3,335 299
2026-08-18 13F Beacon Pointe Advisors, LLC 243,843 85.13 21,429 112.56
2026-07-22 13F Asset Advisors Investment Management, LLC 3,549 312
2026-08-13 13F Ossiam 11,761,208 54.35 1,033,575 77.22
2026-07-27 13F Pioneer Family Office, LLC 9,410 2.01 827 17.00
2026-07-24 13F Sovereign Financial Group, Inc. 9,309 21.31 818 39.35
2026-08-06 13F Leading Edge Financial Planning LLC 986,037 7.80 86,653 23.77
2026-08-06 13F Sutton Place Investors Llc 139,693 28.36 12,276 47.39
2026-08-06 13F Simplicity Wealth,LLC 461,034 11.19 40,516 27.66
2026-10-08 13F TrueWealth Advisors, LLC 153,125 493.83 13,744 506.53
2026-07-29 13F Verdence Capital Advisors LLC 15,897 21.66 1,397 39.70
2026-08-13 13F Green Harvest Asset Management LLC 14,398 338.96 1,265 403.98
2026-07-14 13F Curbstone Financial Management Corp 7,588 8.40 667 24.49
2026-07-24 13F One Wealth Capital Management, Llc 4,032 354
2026-08-07 13F Aspen Wealth Strategies, LLC 35,468 8.97 3,117 25.09
2026-08-10 13F Hurley Capital, LLC 4,446 186.28 391 230.51
2026-07-27 13F Tilson Financial Group, Inc. 76,306 5.17 6,706 20.75
2026-08-12 13F/A Arete Wealth Advisors, LLC 391,035 11.28 34,364 27.85
2026-08-10 13F TriCert Investment Counsel Inc. 35,373 3,109
2026-06-15 13F J. R. Prunier Capital Management LLC 3,973 33.95 304 28.27
2026-10-13 13F Blue Capital, Inc. 73,254 0.49 6,575 2.64
2026-10-16 13F Smith Asset Management Co., LLC 13,224 1.72 1,187 3.85
2026-07-23 13F Total Clarity Wealth Management, Inc. 317,264 31.84 27,881 51.38
2026-08-13 13F Action Point Financial Planning, Llc 486,464 4,675.81 42,750 5,387.68
2026-07-31 13F CENTRAL TRUST Co 3,384 120.46 297 153.85
2026-10-09 13F Successful Portfolios LLC 4,159 1.71 379 4.70
2026-08-05 13F Cypress Capital Group 2,674 235
2026-08-14 13F Betterment LLC 97,881,145 6.83 8,602 22.64
2026-07-14 13F Ewa, Llc 3,348 20.17 294 38.03
2026-07-24 13F Sunpointe, LLC 55,930 4,915
2026-07-22 13F Robbins Farley Llc 1,717 151
2026-08-13 13F Pathstone Holdings, LLC 160,649 10.01 14,118 26.32
2026-08-17 13F Asset Allocation Strategies LLC 577,339 31.07 50,737 50.49
2026-06-24 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7,617,528 36.20 644,138 41.49
2026-07-13 13F Broadway Wealth Solutions, Inc. 515,783 4.25 45,327 19.70
2026-08-07 13F Denver Wealth Management, Inc. 830,210 7.47 72,959 23.39
2026-07-31 13F MEMBERS Trust Co 2,580 227
2026-08-11 13F JustInvest LLC 2,425 213
2026-07-23 13F ERn Financial, LLC 108,169 5.75 9,506 21.41
2026-07-24 13F KPP Advisory Services LLC 11,265 17.04 990 34.38
2026-08-07 13F Citizens Financial Group Inc/ri 198,111 11.21 17,410 27.68
2026-07-29 13F Elevation Wealth Management LLC 35,632 7.07 3,131 22.93
2026-08-07 13F Harbor Capital Advisors, Inc. 311,951 181.70 27 237.50
2026-08-14 13F Jupiter Topco LLC 871,296 76,569
2026-07-08 13F Private Wealth Group, LLC 790,173 3.61 69,440 18.96
2026-09-23 13F/A Qrg Capital Management, Inc. 18,755 21.94 1,648 40.02
2026-10-13 13F Wilkins Miller Wealth Management, LLC 20,586 0.21 1,848 2.33
2026-07-08 13F Foresight Capital Management Advisors, Inc. 16,478 1,448
2026-08-10 13F TIAA Wealth Investment Management LLC 350 102.31 31 150.00
2026-07-10 13F G&S Capital LLC 13,493 11.47 1,186 27.97
2026-08-13 13F Rockefeller Capital Management L.P. 194,935 10.39 17,131 26.74
2026-08-17 13F Equitable Holdings, Inc. 905,742 39.69 79,597 53.03
2026-07-21 13F 1015 Capital Partners, LLC 374 33
2026-07-15 13F Highline Wealth Partners Llc 653 256.83 57 307.14
2026-07-21 13F River Street Advisors LLC 118,387 5.45 10,404 21.08
2026-07-15 13F One Charles Private Wealth Services, LLC 3,214 282
2026-08-14 13F Larson Financial Group LLC 3,010,487 14.02 264,562 30.91
2026-07-09 13F Mayflower Financial Advisors, LLC 476,835 27.01 41,904 45.83
2026-08-10 13F CBM Financial, LLC 321,768 1.35 28,148 6.28
2026-08-15 13F Blue Edge Capital, LLC 25,911 129.20 2,277 163.24
2026-08-07 13F Sigma Planning Corp 32,043 36.56 2,816 56.74
2026-08-07 13F Salomon & Ludwin, LLC 2,248 44.10 197 64.17
2026-08-13 13F/A McLaughlin Asset Management, Inc. 11,500 15.24 1,011 32.37
2026-05-28 NP CRTPX - Potomac Tactically Passive Fund Institutional Class Shares 30,462 2,332
2026-08-07 13F Lido Advisors, LLC 615,421 44.45 54,085 65.84
2026-08-05 13F Insight Advisors, LLC/ PA 46,057 2.99 4,048 18.23
2026-08-04 13F Indivisible Partners 31,685 35.24 2,784 55.27
2026-08-12 13F Pitti Group Wealth Management, LLC 34,236 1.17 3,009 16.14
2026-07-21 13F Cottage Street Advisors LLC 10,762 946
2026-08-13 13F/A Titan Global Capital Management Usa Llc 3,963 348
2026-07-22 13F Fortune Financial Advisors, LLC 3,877 5.35 341 21.00
2026-08-10 13F SRS Capital Advisors, Inc. 154,993 412.95 13,621 489.10
2026-08-12 13F Monetary Management Group Inc 3,000 264
2026-07-09 13F Fulcrum Equity Management 28,313 50.69 2,488 73.02
2026-08-14 13F Pure Financial Advisors, Inc. 175,951 45.63 15,463 67.21
2026-08-05 13F Stone House Investment Management, LLC 667,459 460,216.55 58,656 533,136.36
2026-08-14 13F Glen Eagle Advisors, LLC 2,733 7.34 240 23.71
2026-07-22 13F Caliber Wealth Management, LLC / KS 33,292 75.70 2,926 101.72
2026-07-16 13F Lockerman Financial Group, Inc. 11,174 0.22 982 15.01
2026-08-12 13F Fosun International Ltd 142,160 12,493
2026-08-10 13F Tennessee Valley Asset Management Partners 1,826,177 1.32 160,484 16.34
2026-08-14 13F Price T Rowe Associates Inc /md/ 3,991 2.73 0
2026-08-14 13F Flow Traders U.s. Llc 447,152 39
2026-10-08 13F Farther Finance Advisors, LLC 902,351 48.59 80,995 51.77
2026-07-20 13F Harmony Asset Management Llc 22,986 0.00 2,020 14.84
2026-07-22 13F Capital Advisors Inc/ok 4,009 352
2026-08-06 13F Valmark Advisers, Inc. 185,101 5.30 16,267 20.90
2026-08-13 13F Dearborn Partners Llc 174,533 128.86 14,473 147.95
2026-08-13 13F Wayfinding Financial, LLC 8,086 28.06 1
2026-10-13 13F Meriwether Wealth & Planning, LLC 26 2
2026-08-13 13F Morgan Stanley 18,891,230 9.52 1,660,161 25.74
2026-08-14 13F Ruggiero Investments, Inc. 19,489 254.80 1,713 307.62
2026-07-24 13F MBE Wealth Management, LLC 14,463 4.41 1,271 19.91
2026-08-12 13F Colony Group, LLC 652,358 57,329
2026-08-05 13F Keystone Wealth Services, LLC 19,720 1.63 1,733 16.63
2026-08-13 13F Renaissance Technologies Llc 169,691 17.19 14,912 34.56
2026-07-09 13F Members Wealth Llc 2,292 201
2026-08-11 13F Nicolet Bankshares Inc 5,001,980 7.85 441,822 23.70
2026-07-23 13F Naples Global Advisors, Llc 131,558 1.26 11,561 16.27
2026-08-03 13F WASHINGTON TRUST Co 6,252 49.96 549 72.10
2026-08-05 13F Regimen Wealth, Llc 13,929 47.07 1,224 68.36
2026-07-29 13F RiverFront Investment Group, LLC 1,912,966 53.50 168,111 76.24
2026-05-14 13F North Ridge Wealth Advisors, Inc. 1,192 22.26 91 16.67
2026-07-30 13F Sensible Money, LLC 9,513 836
2026-07-27 13F Cedar Point Capital Partners, LLC 3,521 17.64 309 34.93
2026-07-24 13F Keeler & Nadler Financial Planning & Wealth Management 284,987 5.11 25,045 20.68
2026-08-14 13F Wells Fargo & Company/mn 9,061,484 124.07 796,323 157.27
2026-08-03 13F Summit Wealth Partners, LLC 2,694 237
2026-07-24 13F Parsons Capital Management Inc/ri 3,014 0.63 265 15.28
2026-10-13 13F Financial Futures Ltd Liability Co. 173,612 1.22 15,583 3.38
2026-08-13 13F Stillwater Private Wealth, LLC 238,989 270.91 22 425.00
2026-07-14 13F Ritter Daniher Financial Advisory LLC / DE 35,980 109.06 3,162 140.02
2026-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 7,731 503.04 679 592.86
2026-08-11 13F Core Wealth Advisors, Inc. 285,284 1.40 25,071 16.43
2026-10-08 13F Deane Retirement Strategies, Inc. 6,500 37.62 583 40.48
2026-07-27 13F Walkner Condon Financial Advisors LLC 559,275 3.91 49,149 19.31
2026-08-12 13F Mount Yale Investment Advisors, LLC 4,587 0.15 403 15.14
2026-07-17 13F Winthrop Advisory Group LLC 2,708 238
2026-08-14 13F NBH Bank 3 0
2026-08-07 13F Pallas Capital Advisors LLC 2,912 256
2026-10-08 13F CoreCap Advisors, LLC 236,247 4.44 21,206 6.68
2026-08-14 13F Hopwood Nicholas Hunter 199,881 87.01 17,566 114.73
2026-10-15 13F Summit Financial Wealth Advisors, LLC 36,424 2.02 3,269 4.21
2026-08-05 13F Wbh Advisory Inc 740,912 4.21 65,111 18.76
2026-10-15 13F Fortitude Advisory Group L.L.C. 5,048 453
2026-07-20 13F Farmers & Merchants Investments Inc 916 80
2026-08-11 13F Maripau Wealth Management Llc 290,177 16.08 25,538 33.48
2026-08-05 13F Williams Jones Wealth Management, LLC. 2,602 229
2026-07-24 13F Rockline Wealth Management, LLC 2,914 10.21 256 26.73
2026-08-10 13F Fiduciary Group LLC 5,864 0.31 515 15.21
2026-07-13 13F Waterway Wealth Management, LLC 8,273 10.73 727 27.32
2026-08-13 13F O'shaughnessy Asset Management, Llc 119,311 24.31 10,485 42.75
2026-07-20 13F Financial Advisory Partners, Llc 34,128 7.74 2,999 23.72
2026-07-30 13F CAP Partners, LLC 48,680 18.44 4,278 36.03
2026-10-06 13F Mallini Complete Financial Planning LLC 11,368 1,020
2026-10-15 13F Newbridge Financial Services Group, Inc. 1,424 0.07 128 1.60
2026-08-07 13F Pinnacle Wealth Planning Services, Inc. 168,853 1.28 14,839 16.29
2026-10-16 13F Opal Wealth Advisors, LLC 2,971 267
2026-07-23 13F Wealthquest Corp 2,408 212
2026-08-14 13F Gts Securities Llc 135,694 10.88 11,925 27.30
2026-10-07 13F/A Elm Partners Management LLC 261,395 23.70 22,971 46.15
2026-07-09 13F MKT Advisors LLC 222,277 17.26 19,560 32.99
2026-10-08 13F GAMMA Investing LLC 1,537 17.78 138 20.18
2026-08-04 13F Chilton Capital Management Llc 1,229 514.50 108 613.33
2026-07-15 13F S. R. Schill & Associates 272,899 21.24 23,982 39.20
2026-07-15 13F Cornell Pochily Investment Advisors, Inc. 7,230 635
2026-08-14 13F Prostatis Group LLC 59,484 2.11 5,227 17.25
2026-08-17 13F Jefferies Financial Group Inc. 7,462 0.19 656 14.91
2026-08-18 13F/A Glenview Trust Co 3,266 0.68 287 15.73
2026-08-03 13F Pacitti Group Inc. 24,466 5.90 2,150 21.61
2026-08-13 13F Franklin Resources Inc 557 44.68 49 65.52
2026-08-14 13F Element Wealth, LLC 4,712 5.98 414 21.76
2026-07-13 13F Rockwood Wealth Management, LLC 13,376 14.44 1,176 31.43
2026-08-14 13F Heritage Wealth Advisors 493 1.86 43 16.22
2026-08-07 13F Dakota Wealth Management 49,965 4.06 4,391 19.46
2026-08-04 13F Cascade Financial Partners, LLC 29,324 3.25 2,577 18.59
2026-07-28 13F Family Wealth Group, LLC 70,678 135.81 6,211 170.75
2026-06-25 NP Tidal Trust II - Return Stacked(R) U.S. Stocks & Gold/Bitcoin ETF 554,757 46,910
2026-08-03 13F Savvy Advisors, Inc. 153,247 0.68 13,467 15.60
2026-07-15 13F Klaas Financial Asset Advisors, LLC 2,560,881 3.49 225,050 18.82
2026-07-16 13F Princeton Global Asset Management LLC 2,997 67.06 263 91.97
2026-07-22 13F Golden State Wealth Management, LLC 80,364 8.68 7,062 24.77
2026-08-11 13F SNS Financial Group, LLC 73,871 6,492
2026-05-13 13F Principal Securities, Inc. 866,610 3.93 66,330 -0.84
2026-08-11 13F Thoroughbred Financial Services, Llc 6,044 3.30 1
2026-07-15 13F Five Oceans Advisors 12,052 0.58 1,059 15.49
2026-07-27 13F Clear Creek Financial Management, LLC 527,660 1.25 46,371 16.25
2026-07-23 13F Smallwood Wealth Investment Management, LLC 52 5
2026-08-10 13F Metis Global Partners, LLC 142,447 926.87 12,518 1,079.83
2026-08-14 13F Sequent Planning LLC 17,482 325.97 1,536 389.17
2026-06-25 NP HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF 198,275 7.55 16,766 11.73
2026-07-31 13F Integrity Financial Corp /WA 330 29
2026-07-09 13F Paladin Wealth, LLC 174,264 12.26 15,314 28.89
2026-08-06 13F SOUTH STATE Corp 7,352 3,451.69 646 4,206.67
2026-10-13 13F Cobblestone Asset Management LLC 118,242 1.60 10,613 3.77
2026-07-24 13F RMR Wealth Builders 40,370 0.67 3,548 15.58
2026-08-03 13F Towercrest Capital Management 173,788 3.23 15,272 18.52
2026-08-03 13F Tarbox Family Office, Inc. 6,818 14.19 599 31.07
2026-05-26 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2 137,020 241.61 10,488 225.99
2026-08-14 13F Ameritas Advisory Services, LLC 95,483 109.80 8,391 140.91
2026-07-28 13F Cypress Capital Advisors, LLC 2,289 201
2026-08-07 13F Wealthfront Advisers Llc 33,910 26.97 2,980 45.79
2026-07-15 13F Barnes Dennig Private Wealth Management LLC 10,323 45.85 907 67.65
2026-08-10 13F Florida Financial Advisors, Llc 4,572 0.86 402 15.56
2026-08-11 13F Financial Security Advisor, Inc. 87,337 34.55 7,675 54.49
2026-07-28 13F Advisor Resource Council 24,810 46.35 2,194 69.08
2026-07-28 13F Gilbert & Cook, Inc. 46,324 3.47 4,071 18.80
2026-10-13 13F Lincoln Capital Corp 287,826 9.20 25,835 11.54
2026-07-23 13F StrongBox Wealth, LLC 432 38
2026-07-31 13F Napier Financial, LLC 2,104 5.25 185 21.05
2026-08-07 13F Kingdom Financial Group LLC. 16,836 5.96 1,480 21.63
2026-07-22 13F Cooper Capital Advisors LLC 119,650 4.24 10,515 19.68
2026-07-21 13F Novem Group 321,777 2.14 28,278 17.27
2026-07-24 13F Sage Financial Management Group, Inc. 2,350 207
2026-08-12 13F Us Bancorp \de\ 290,908 7.16 25,565 23.03
2026-08-14 13F JPL Wealth Management, LLC 271,169 49.56 23,830 71.72
2026-07-09 13F Seacrest Wealth Management, Llc 10,728 20.62 943 38.53
2026-07-20 13F Hughes Financial Services, LLC 10,225 4.00 899 19.41
2026-08-14 13F Royal Bank Of Canada Call 100 9
2026-08-14 13F Sixth Street Partners Management Company, L.P. 4,792 421
2026-08-13 13F TOP Private Wealth LLC. 209,007 18,368
2026-08-05 13F Parallel Advisors, LLC 100,977 56.53 8,874 71.46
2026-08-14 13F Royal Bank Of Canada 8,500,233 181.91 747,002 223.68
2026-07-30 13F Carnegie Capital Asset Management, LLC 430,630 6.88 37,844 22.71
2026-10-13 13F Archer Investment Management, LLC 28,416 0.37 2,551 2.53
2026-10-08 13F Peterson Wealth Advisors, LLC 2,542,472 3.41 228,212 5.62
2026-10-15 13F Pacific Center for Financial Services 212 19
2026-10-13 13F Bestgate Wealth Advisors, LLC 62,098 15.64 5,574 18.12
2026-08-14 13F Nemes Rush Group LLC 28,443 16.17 2,500 33.42
2026-07-08 13F Legacy Wealth Management, LLC / MS 302,964 69.69 26,625 94.83
2026-07-31 13F One Degree Advisors Inc 144,457 2.29 13 20.00
2026-08-13 13F Captrust Financial Advisors 241,389 7.81 21,213 23.80
2026-08-14 13F Brinker Capital Investments, LLC 413,622 8.24 36,349 24.28
2026-08-14 13F Bradley Foster & Sargent Inc/ct 317,819 0.93 27,930 15.88
2026-08-10 13F Kelsey Financial, LLC 10,724 0.76 942 15.72
2026-08-03 13F Oakmont Advisory Group, LLC 1,843 162
2026-08-12 13F Bank Of Nova Scotia 614,520 84.31 54,004 111.62
2026-08-03 13F One Day In July LLC 1,148,157 8.34 100,900 24.39
2026-07-28 13F Phillip James Consulting Co. 49,913 4,386
2026-08-11 13F Renasant Bank 41,962 2.58 3,688 17.80
2026-08-06 13F Roman Butler Fullerton & Co 10,168 1.93 897 12.99
2026-08-04 13F Td Private Client Wealth Llc 5,508,862 5.56 484,119 21.20
2026-10-13 13F Centurion Wealth Management LLC 40,841 3,666
2026-07-22 13F Conservest Capital Advisors, Inc. 11,154 106.86 980 137.86
2026-07-29 13F Sovran Advisors, LLC 30,659 5.80 2,673 9.10
2026-07-28 13F Midwest Heritage Bank, FSB 86,249 0.02 7,580 14.83
2026-10-15 13F BAM Wealth Management, LLC 22,556 233.03 2,025 240.17
2026-08-11 13F C M Bidwell & Associates Ltd 36,219 10.30 3,183 26.62
2026-07-28 13F Lantern Wealth Advisors, LLC 6,580 6.33 578 22.20
2026-08-03 13F Curtis Wealth Management Llc 95,034 45.15 8,352 66.65
2026-07-21 13F Revisor Wealth Management LLC 5,448 479
2026-08-07 13F IMG Wealth Management, Inc. 59,209 6.09 5,203 21.82
2026-07-15 13F Commonwealth Financial Services, LLC 93,698 2.74 8,234 17.97
2026-08-04 13F Petix & Botte Co 679,582 117.15 59,722 24.66
2026-07-20 13F Horizon Financial Services, Llc 98 1.03 9 14.29
2026-08-11 13F Advisory Alpha, LLC 221,997 0.55 19,509 15.44
2026-08-14 13F Gallagher Fiduciary Advisors, LLC 15,623 8.86 1,373 24.95
2026-08-05 13F Spirepoint Private Client, Llc 24,611 2.07 2,163 17.18
2026-07-15 13F/A Frankly Finances, LLC 842 74
2026-04-22 13F Omnitrust Wealth Management, Inc 19,908 2.45 1,524 -2.25
2026-08-14 13F Coldstream Capital Management Inc 19,987 1,756
2026-08-14 13F Aqr Capital Management Llc 641,627 20.76 56,386 38.66
2026-08-05 13F HighPoint Advisor Group LLC 835,991 28.02 73,467 46.99
2026-08-14 13F Fwl Investment Management, Llc 1,192 105
2026-07-06 13F Trilogy Capital Inc. 9,652 0.05 848 14.91
2026-08-14 13F Alongside, Llc 155,008 13,622
2026-08-10 13F Johnson Financial Group, Inc. 223 20
2026-08-03 13F Bush Investment Group, Llc 89,864 23.41 6,878 17.75
2026-07-24 13F Arq Wealth Advisors, Llc 121,370 9.91 10,677 26.31
2026-04-28 NP NORTHERN LIGHTS FUND TRUST II - Beacon Dynamic Allocation Fund Class A 119,118 9,620
2026-08-13 13F Twin Peaks Wealth Advisors, LLC 35,872 11.64 3,152 28.18
2026-10-13 13F Perennial Advisors, LLC 164,103 17.03 14,730 19.53
2026-08-07 13F Diversify Advisory Services, LLC 68,442 5,954
2026-08-04 13F McAdam, LLC 5,583 39.40 491 60.13
2026-07-29 13F Heritage Family Offices, LLP 68,319 40.67 6,004 61.50
2026-08-10 13F Glenmede Trust Co Na 3,617 39.49 318 52.40
2026-07-21 13F Matauro, Llc 10,438 917
2026-07-30 13F Rogco, Lp 120 11
2026-07-24 13F Semitam Bonam Llc 54,270 1.92 4,769 17.03
2026-08-13 13F Umb Bank N A/mo 1,296 114
2026-10-15 13F Cherry Tree Wealth Management, LLC 17,913 0.18 1,608 2.29
2026-08-12 13F GWM Advisors LLC 4,406,554 112.46 387,248 613.69
2026-08-13 13F RMG Wealth Management LLC 959 87
2026-08-14 13F Imprint Wealth LLC 52,271 28.97 4,594 48.07
2026-07-28 13F Prosperity Financial Group, Inc. 21,722 3.09 1,909 18.36
2026-08-03 13F Ascent Group, LLC 2,484,549 52.95 218,342 75.61
2026-08-11 13F Stratos Wealth Advisors, LLC 27,505 2.86 2,417 18.13
2026-07-16 13F McHugh Group, LLC 52,685 0.31 4,630 15.18
2026-10-15 13F Blueline Advisors Llc 2,256 8.36 203 10.38
2026-08-10 13F Savant Capital, LLC 661,768 107.43 54,613 123.66
2026-07-31 13F Jackson, Grant Investment Advisers, Inc. 71,895 0.08 6,318 14.91
2026-08-13 13F Three Seasons Wealth, LLC 9,273 5.59 815 21.13
2026-08-18 13F Orion Capital Management LLC 27,856 209.27 2,448 255.15
2026-06-26 NP BLUC - Bluemonte Large Cap Core ETF 1,397,096 10.93 118,138 15.24
2026-08-12 13F Geode Capital Management, Llc 2,329 3.93
2026-07-16 13F Ledyard National Bank 2,360 207
2026-07-27 13F Trivant Custom Portfolio Group, LLC 19,667 3.17 1,730 18.57
2026-05-06 13F My Portfolio Guide, LLC 189,081 14,473
2026-08-11 13F Keating Financial Advisory Services, Inc. 1,875 8.70 165 24.24
2026-08-11 13F Sargent Investment Group, LLC 9,780 860
2026-07-29 13F Root Financial Partners, LLC 26,295 3.69 2,311 19.01
2026-08-14 13F Cresset Asset Management, LLC 44,507 972.20 3,911 1,133.75
2026-08-11 13F Mjp Associates Inc /adv 6,062 0.28 533 15.15
2026-07-23 13F Tsfg, Llc 1,816 2,321.33 0
2026-10-09 13F Wedmont Private Capital 8,767 7.90 798 10.68
2026-07-29 13F HB Wealth Management, LLC 6,981 28.61 614 47.71
2026-08-06 13F Putnam Fl Investment Management Co 2,693 237
2026-07-27 13F Hilton Head Capital Partners, LLC 211 19
2026-07-28 13F Defined Wealth Management, Llc 10,524 6.90 925 22.71
2026-08-14 13F Rockbridge Investment Management, LCC 681,500 6.20 59,890 21.94
2026-07-23 13F Kesler, Norman & Wride, LLC 4,314 379
2026-10-15 13F Retirement Planning Co of New England, Inc. 16,112 2.57 1,446 4.78
2026-10-16 13F Cyndeo Wealth Partners, LLC 17,003 1,526
2026-08-05 13F Spartan Wealth Advisory Services LLC 84,142 45.40 7,394 66.95
2026-10-13 13F Syntegra Private Wealth Group, LLC 78,022 2.55 7,003 4.76
2026-10-09 13F Tlwm 16,271 1.50 1,460 3.69
2026-07-24 13F Bogart Wealth, LLC 970 0.31 85 14.86
2026-08-19 13F/A Mercer Global Advisors Inc /adv 1,041,206 16.84 91,501 34.15
2026-07-09 13F Adamsbrown Wealth Consultants Llc 390,890 34,351
2026-08-06 13F Private Advisory Group LLC 38,107 17.42 3,349 34.78
2026-08-13 13F Ameriflex Group, Inc. 1,100 97
2026-08-07 13F International Private Wealth Advisors LLC 48,511 1.84 4,263 16.95
2026-08-12 13F Cetera Investment Advisers 5,223,357 7.41 459,029 23.33
2026-07-24 13F BluePath Capital Management, LLC 15,453 9.74 1,358 26.09
2026-08-17 13F Coastal Bridge Advisors, LLC 2,747 0.04 241 14.76
2026-07-30 13F Lebenthal Global Advisors, LLC 57,838 8.80 5,083 24.93
2026-08-03 13F Valtinson Bruner Financial Planning LLC 231,448 5.75 20,340 21.42
2026-07-21 13F Foguth Wealth Management, LLC. 2,410 211
2026-08-12 13F Prairie Wealth Advisors, Inc. 0 2,395
2026-08-14 13F Advisor Group Holdings, Inc. 7,781,306 9.00 683,888 25.15
2026-08-13 13F Highland Investment Advisors LLC 327 29
2026-08-06 13F TD Capital Management LLC 93,143 104.50 8,185 134.80
2026-08-07 13F Luminist Capital LLC 0 6
2026-08-14 13F Mcguire Capital Advisors Inc 50 85.19 4 100.00
2026-07-20 13F Arcadia Wealth Management, LLC 218,104 44.37 19,167 65.77
2026-08-06 13F Stonehaven Wealth & Tax Solutions, Llc 139,469 1.25 12,257 16.25
2026-08-03 13F Mueller Wealth, LLC 309,978 5.85 27,241 21.53
2026-08-12 13F Smith, Moore & Co. 19,353 1.16 1,701 16.12
2026-07-24 13F Bright Futures Wealth Management, LLC. 18,592 235.05 1,634 285.14
2026-07-24 13F Fortis Group Advisors, LLC 92,720 1.42 8,148 5.42
2026-08-11 13F M Holdings Securities, Inc. 35,412 5.11 3 50.00
2026-07-23 13F Hartford Financial Management Inc. 20,625 2.58 1,813 17.82
2026-08-14 13F Charles Schwab Investment Management Inc 4,792 6.96 421 23.10
2026-08-05 13F SMART Wealth LLC 44,687 42.34 3,927 63.49
2026-07-15 13F Country Trust Bank 1,077 1,932.08 95 3,033.33
2026-08-14 13F Excelsior Advisor Network LLC 5,094 448
2026-08-04 13F Fisher Asset Management, LLC 15,505 119.99 1,363 152.69
2026-08-12 13F Brio Consultants, LLC 183,922 21.30 16,163 25.13
2026-08-05 13F SHUTTLEWORTH & Co 58,247 18.49 5,119 36.04
2026-07-17 13F Sequoia Financial Advisors, LLC 526,150 3.35 46,238 18.67
2026-08-14 13F Invst, LLC 12,592 5.29 1,107 20.87
2026-07-30 13F BlueChip Wealth Advisors LLC 77,003 425.04 6,767 503.12
2026-08-10 13F Vise Technologies, Inc. 810,572 706.17 71,233 783.24
2026-07-14 13F Wall Street Financial Group, Inc. 15,094 44.41 1,326 65.96
2026-08-14 13F Keel Point, LLC 307,979 0.02 27,065 14.84
2026-10-08 13F Gradient Investments LLC 4,535,435 1.35 407,101 3.52
2026-10-16 13F Hengehold Capital Management Llc 67,039 0.58 6,017 2.73
2026-10-14 13F Godsey & Gibb Associates 195 18
2026-10-16 13F Unique Wealth, Llc 3,546 318
2026-07-16 13F/A Relyea Zuckerberg Hanson LLC 6,837 0.26 601 15.16
2026-08-10 13F First Command Advisory Services, Inc. 4,934,249 16.03 433,622 33.22
2026-07-06 13F Pacific Excel Wealth Advisors, Inc. 68,319 496.26 6,004 585.27
2026-07-30 13F Waterfront Wealth Inc. 37,202 5.08 3,305 22.00
2026-08-10 13F Gen-Wealth Partners Inc 359,939 54.14 31,631 76.98
2026-10-09 13F Delta Wealth Advisors LLC 12,291 4.14 1,103 6.36
2026-10-13 13F Clayton Financial Group LLC 80 7
2026-08-07 13F Gerber Kawasaki Wealth & Investment Management 55,381 1.12 4,867 16.11
2026-07-09 13F Key Client Fiduciary Advisors, LLC 39,644 15.88 3,484 33.04
2026-07-28 13F Kestra Advisory Services, LLC 1,319,914 19.75 115,994 37.49
2026-10-14 13F Upper Left Wealth Management, LLC 380,177 213.88 34,125 220.59
2026-07-21 13F Leavell Investment Management, Inc. 5,603 93.21 492 122.62
2026-08-11 13F APCM Wealth Management for Individuals 82,873 24.88 7,283 43.37
2026-07-29 13F Commonwealth Equity Services, Llc 1,467,006 16.81 128,920 27.97
2026-08-11 13F Burnham & Co LLC 550 48
2026-08-03 13F Hardy Reed LLC 5,206 0.56 458 15.40
2026-06-26 NP Northern Lights Fund Trust IV - Main BuyWrite ETF 5,693,480 481,441
2026-07-27 13F Trademark Financial Management, LLC 113,887 16.11 10,008 33.32
2026-08-13 13F Toroso Investments, LLC 4,389,368 12.53 385,738 29.20
2026-08-10 13F King Luther Capital Management Corp 1,674 6.42
2026-09-08 13F/A Integrated Wealth Concepts LLC 1,540,805 6.12 135,406 21.84
2026-07-30 13F Wealth Advisors of Iowa, LLC 350,771 9.44 30,826 25.66
2026-07-30 13F Mendel Money Management 20,889 14.71 1,836 31.73
2026-08-04 13F Atomi Financial Group, Inc. 116,373 33.99 10,227 53.84
2026-08-07 13F Lloyd Advisory Services, LLC. 247,604 1,458.34 21,759 1,689.39
2026-07-17 13F Laurel Wealth Advisors LLC 9,058 0.02 796 1.27
2026-08-11 13F Stokes Family Office, LLC 12,712 20.44 1,117 38.41
2026-07-24 13F Benjamin Edwards Inc 218,268 2.56 19,181 17.75
2026-10-13 13F West Paces Advisors Inc. 3 0
2026-08-21 13F Bernard Wealth Management Corp. 31 3
2026-08-12 13F Bank Of Montreal /can/ 5,606,004 1,829.90 492,656 2,115.87
2026-08-14 13F Advyzon Investment Management, LLC 181,454 20.00 15,946 37.79
2026-04-27 NP ETFWX - North Square Tactical Defensive Fund Class I 182,200 9.10 14,714 9.60
2026-04-23 13F Catalina Capital Group, LLC 73,473 14.86 5,624 9.59
2026-07-27 13F Basso Capital Management, L.p. 77,516 13,218.90 6,812 15,381.82
2026-08-07 13F Deutsche Bank Ag\ 11,807 6.43 1,038 22.14
2026-07-29 13F Carmel Capital Partners, LLC 11,329 0.08 996 14.90
2026-08-27 13F Tucker Asset Management Llc 1,501 0.07 132 14.91
2026-10-14 13F Heritage Oak Wealth Advisors Llc 78,204 7,020
2026-08-14 13F Ausdal Financial Partners, Inc. 340,546 7.52 29,927 23.45
2026-07-21 13F Evolution Wealth Management Inc. 134,440 25.28 11,815 43.85
2026-10-08 13F YHB Investment Advisors, Inc. 59,013 5.42 5,297 7.68
2026-07-24 13F Barnes Wealth Management Group, Inc 28,303 6.24 2,487 21.97
2026-08-06 13F Maridea Wealth Management LLC 65,250 2.41 5,734 17.60
2026-08-04 13F PKS Advisory Services, LLC 53,030 229.38 4,661 275.50
2026-07-14 13F Northstar Advisory Group, LLC 389,347 27.86 34,216 46.81
2026-10-14 13F HBW Advisory Services LLC 7,988 3.32 717 5.45
2026-08-26 13F Schulz Wealth, LTD. 4,127 0.41 363 10.03
2026-10-16 13F Tandem Investment Partners LLC 98,120 1.71 8,807 3.89
2026-07-20 13F Prevail Innovative Wealth Advisors, Llc 8,374 141.88 736 178.41
2026-08-06 13F Axiom Financial Strategies, LLC 17,677 3.45 1,553 18.82
2026-07-16 13F Segment Wealth Management, LLC 321,618 7.88 28,264 23.86
2026-08-13 13F Creative Planning 35,366,422 5.07 3,108,001 20.64
2026-07-15 13F Secure Asset Management, LLC 43,824 108.36 3,851 139.34
2026-07-17 13F LongView Wealth Management 15,502 25.57 1,362 34.99
2026-08-13 13F Visionary Wealth Advisors 13,872 1.83 1,219 16.99
2026-07-29 13F Waterloo Capital, L.P. 851,658 368.36 74,844 437.78
2026-08-13 13F Sfam, Llc 98 9
2026-08-13 13F CIBC World Markets Inc. 4,291 3.42 377 18.93
2026-07-31 13F Theory Financial Llc 139,379 67.02 12,249 91.76
2026-07-15 13F Millington Securities, Llc 3,276 251
2026-07-14 13F Cutler Investment Counsel Llc 157,363 7.94 13,829 23.94
2026-08-04 13F Symphony Financial, Ltd. Co. 3,128 274
2026-08-11 13F CacheTech Inc. 108,682 4.03 9,551 19.43
2026-08-12 13F NFP Retirement, Inc. 485,208 6.91 42,640 22.75
2026-08-12 13F Northwestern Mutual Wealth Management Co 5,860,444 9.11 515,016 25.27
2026-08-06 13F Prospect Financial Services LLC 27,762 4.01 2,440 19.44
2026-08-05 13F Donaldson Capital Management, Llc 16,852 70.33 1,481 95.51
2026-08-14 13F Mutual Advisors, LLC 205,218 13.55 18,035 30.38
2026-07-27 13F Centennial Advisors, LLC 47,649 5.46 4,187 21.08
2026-07-21 13F Retirement Management Systems Inc. 6,323 2.60 556 17.83
2026-08-07 13F BlackRock, Inc. 829,318 20.36 72,880 38.20
2026-08-13 13F Vanguard National Trust Co 458 40
2026-07-28 13F Novus Advisors, Llc 38,097 2.47 3,348 17.64
2026-08-10 13F IMA Wealth, Inc. 9,126 802
2026-07-31 13F New Republic Capital, LLC 2,515 221
2026-07-28 13F EPG Wealth Management LLC 164 1.86 14 16.67
2026-07-15 13F Mainsail Financial Group, LLC 4,701 413
2026-07-20 13F B.O.S.S. Retirement Advisors, LLC 287,662 78.12 25,280 104.51
2026-08-11 13F Investment Management Trust, LLC 29,147 14.89 2,561 31.94
2026-08-11 13F Garden State Investment Advisory Services LLC 44,115 3,877
2026-05-08 13F Sofos Investments, Inc. 2,430 0.16 186 -4.64
2026-08-12 13F Intrepid Financial Planning Group LLC 40,283 1.40 3,540 16.45
2026-07-29 13F Norden Group Llc 33,976 36.75 2,986 57.02
2026-08-12 13F StoneX Group Inc. 16,966 52.68 1,491 75.29
2026-07-30 13F/A Cambridge Investment Research Advisors, Inc. 3,701,184 66.08 325 91.18
2026-10-14 13F 15 Wealth Advisors LLC 4,931 443
2026-07-31 13F ZEGA Investments, LLC 24,357 23.53 2,140 41.82
2026-08-11 13F Fundamentun, Llc 50,588 5.71 4,446 21.38
2026-07-14 13F Chatterton & Associates Inc. 177,211 91.11 15,678 111.31
2026-07-31 13F We Are One Seven, LLC 476,898 21.59 41,910 39.60
2026-07-15 13F Lighthouse Financial Services Inc /adv 104,481 1.49 9,170 8.99
2026-08-14 13F MAI Capital Management 19,290 27.61 1,695 46.63
2026-10-16 13F USA Financial Portformulas Corp 5,831 523
2026-10-16 13F KWB Wealth 1,776,546 3.23 159,463 5.44
2026-04-28 NP DLCFX - Destinations Large Cap Equity Fund Class I 1,039,527 1,082.03 83,952 1,276.94
2026-08-14 13F Capital Performance Advisors Llp 842,270 4.86 74,019 20.40
2026-08-13 13F Black Swift Group, LLC 154,046 3.35 13,538 18.66
2026-07-20 13F UMA Financial Services, Inc. 1,069,899 58.46 94,023 81.94
2026-08-03 13F Blue Water Asset Management 246,155 1.76 21,632 16.84
2026-07-22 13F International Assets Investment Management, Llc 3,647 159.20 320 196.30
2026-08-07 13F Dunhill Financial, LLC 1,009 0.30 89 14.29
2026-08-26 13F/A HORAN Wealth, LLC 31,039 12.27 2,728 23.00
2026-08-13 13F Quantinno Capital Management LP 100,153 54.67 8,802 77.58
2026-07-10 13F Jfs Wealth Advisors, Llc 3,976 0.15 349 15.18
2026-08-06 13F Bank of New York Mellon Corp 994,749 17.48 87,418 34.88
2026-07-31 13F Fourth Dimension Wealth, LLC 70 6
2026-09-23 13F/A Envestnet Asset Management Inc 22,699,990 12.04 1,994,877 28.63
2026-07-20 13F Venturi Wealth Management, LLC 1,398,369 122,889
2026-08-11 13F Endurance Services Ltd 45,200 135.42 3,972 170.39
2026-08-11 13F Integrated Advisors Network LLC 4,565 43.69 401 65.02
2026-07-29 13F Advocacy Wealth Management Services, LLC 5,775,658 45.02 507,565 66.50
2026-08-11 13F OneAscent Financial Services LLC 1,014,191 0.35 89,127 15.22
2026-07-24 13F Tower View Investment Management & Research LLC 127,446 2.74 11,200 17.96
2026-08-03 13F AE Wealth Management LLC 3,027,799 63.90 266,083 88.18
2026-07-30 13F Glass Jacobson Investment Advisors llc 24 2
2026-08-10 13F WealthCollab, LLC 432 1,957.14 38 3,600.00
2026-07-31 13F WorthPointe, LLC 121,212 6.88 10,652 22.72
2026-08-11 13F Wbi Investments, Inc. 3,450 5.31 303 21.20
2026-07-27 13F Westside Investment Management, Inc. 5,685 4.16 500 19.38
2026-07-28 13F Creative Financial Designs Inc /adv 51,899 8.29 4,561 24.32
2026-08-11 13F Verde Capital Management 481,395 42,305
2026-07-22 13F Flagship Harbor Advisors, Llc 598,678 4.70 52,612 20.21
2026-08-13 13F CIBC Bancorp USA Inc. 550,574 404.90 47,273 476.42
2026-08-10 13F Moors & Cabot, Inc. 27,636 7.64 2,429 23.56
2026-07-07 13F Evanson Financial, LLC 27,436 2,411
2026-10-15 13F Legacy Wealth Partners, LLC 14,542 77.08 1,305 81.00
2026-08-14 13F Widmann Financial Services, Inc. 4,670 0.24 410 15.17
2026-06-29 NP BRES - Burney U.S. Equity Select ETF 4,277 362
2026-08-13 13F Prosperity Consulting Group, LLC 34,465 30.51 3,029 49.83
2026-07-16 13F Brown Miller Wealth Management, LLC 87,619 6.49 7,700 22.26
2026-10-09 13F Eclectic Associates Inc /adv 3,346 300
2026-08-13 13F Markowski Investments 150 13
2026-07-10 13F William Mack & Associates, Inc. 9,423 64.54 828 89.04
2026-08-05 13F Magnolia Private Wealth, LLC 38,552 390.67 3,388 463.56
2026-07-27 13F Key Capital Management, INC 33,523 298.42 2,946 358.16
2026-08-11 13F Rakuten Securities, Inc. 185 17.09 16 33.33
2026-04-28 13F DGS Capital Management, LLC 10,412 97.01 797 88.18
2026-08-03 13F Outlook Wealth Advisors, LLC 29,453 23.49 2,596 42.25
2026-08-12 13F Advisory Services Network, LLC 179,337 0.94 15,760 15.90
2026-08-03 13F Commonwealth Retirement Investments LLC 728 64
2026-07-31 13F Narus Financial Partners, LLC 29,904 2.07 2,628 17.17
2026-07-23 13F New Harbor Financial Group, LLC 3,344 10.36 294 26.84
2026-07-27 13F New Insight Wealth Advisors 45,219 4.35 3,974 19.81
2026-08-10 13F Integrated Wealth Management 91,906 29.81 8,077 49.03
2026-10-14 13F Beacon Financial Strategies CORP 1,315 118
2026-07-29 13F ETF Store, Inc. 46,521 18.49 4,088 36.04
2026-07-17 13F Cary Street Partner Investment Advisory Llc 92,767 37.02 8,152 57.31
2026-08-10 13F Quartz Partners, LLC 6,807 77.54 598 104.10
2026-08-11 13F VestGen Advisors, LLC 351,060 51.40 30,851 53.11
2026-08-05 13F Kestra Investment Management, LLC 13,606 49.14 1,196 71.20
2026-08-13 13F Park Place Capital Corp 211,738 6.16 18,608 21.89
2026-07-21 13F Wilkerson Advisory Group LLC 2,075 13.89 182 30.94
2026-08-18 13F RB Capital Management, LLC 9,803 10.93 861 27.37
2026-07-23 13F FSR Wealth Management Ltd. 9,371 3.66 824 19.10
2026-08-05 13F Fifth Third Bancorp 783,133 4.49 68,822 19.97
2026-08-06 13F Joel Adams & Associates, Inc. 8,379 33.21 736 53.01
2026-08-05 13F AlTi Global, Inc. 2,811 247
2026-05-28 NP TEBRX - The Teberg Fund 49,300 3,773
2026-07-24 13F Ridgeline Wealth Planning, LLC 478,689 6.72 42,067 22.53
2026-08-14 13F IHT Wealth Management, LLC 727,035 63,892
2026-05-28 NP Managed Portfolio Series - Leuthold Global Fund Institutional Class Short -2,486 433.48 -190 413.51
2026-08-06 13F Evernest Financial Advisors, LLC 10,766 7.66 946 12.49
2026-08-07 13F LPL Financial LLC 63,355,614 8.00 5,567,691 24.01
2026-07-29 13F Alteri Wealth LLC 24,360 45.03 2,141 66.54
2026-07-20 13F Intact Investment Management Inc. 1,589,216 139,660
2026-08-12 13F Commerce Bank 11,010 3.47 968 18.80
2026-07-30 13F POM Investment Strategies, LLC 11,432 1.84 1,005 16.88
2026-04-29 NP AVTM - Avantis Total Equity Markets ETF 39,545 3,194
2026-08-04 13F Provident Wealth Management, LLC 7,132 1.49 627 16.57
2026-07-20 13F Park Avenue Securities Llc 1,138,392 2.50 100 17.65
2026-07-06 13F Garrett Investment Advisors LLC 23,389 1.39 2,055 16.43
2026-08-04 13F Berger Financial Group, Inc 10,244 0.87 900 15.83
2026-07-23 13F Etesian Wealth Advisors, Inc. 82,399 3.46 7,241 18.80
2026-10-15 13F Atria Investments Llc 252,731 11.56 22,685 13.95
2026-07-21 13F Old Port Advisors 4,880 429
2026-08-14 13F Insigneo Advisory Services, Llc 59,269 82.78 5,209 109.92
2026-08-13 13F Pacific Financial Group Inc 18,015 163.53 1,583 202.68
2026-07-23 13F Fingerlakes Wealth Management, Inc. 14,373 0.20 1,263 15.13
2026-08-07 13F Timmons Wealth Management, LLC 74,098 1.23 6,512 16.23
2026-07-17 13F Arvest Investments, Inc. 124,408 3.18 10,933 18.46
2026-08-05 13F Prime Capital Investment Advisors, LLC 121,857 17.95 10,709 35.42
2026-07-24 13F Corsicana & Co. 37,177 79.99 3,267 140.57
2026-07-10 13F Dagco, Inc. 3,863 7.63 339 23.72
2026-08-07 13F Naviter Wealth, LLC 2,727 240
2026-10-13 13F Fiduciary Alliance LLC 486,658 4.75 43,682 6.99
2026-08-10 13F Wagner Wealth Management, Corp 40,594 4.66 3,567 20.18
2026-08-13 13F Stonebridge Financial Group, LLC/CA 19,202 2
2026-08-10 13F Madison Asset Management, LLC 94,837 5.16 8,334 20.75
2026-08-11 13F M1 Capital Management LLC 324,511 108.90 28,518 139.87
2026-07-31 13F Freestone Capital Holdings, LLC 5,850 69.86 514 95.44
2026-08-11 13F Advisors Capital Management, LLC 8,131 26.16 715 44.83
2026-07-22 13F SFG Wealth Management, LLC. 526,644 10.98 46,281 27.42
2026-08-13 13F Potomac Fund Management Inc /adv 1,565,618 5,039.58 137,587 5,802.45
2026-08-07 13F MY Wealth Management Inc. 7,551 13.58 664 51.72
2026-08-14 13F Resurgent Financial Advisors LLC 37,161 46.45 3,266 68.13
2026-08-05 13F Convergence Financial, LLC 201,965 32.44 17,749 51.99
2026-08-14 13F TIG Advisors, LLC 5,976,701 0.27 525,552 15.19
2026-10-08 13F Apeiron RIA LLC 127,546 23.29 11,469 26.16
2026-05-28 NP GRZZX - Leuthold Grizzly Short Fund Short -49,409 414.03 -3,782 390.40
2026-08-13 13F Allspring Global Investments Holdings, LLC 44,621 785.34 3,916 909.28
2026-08-07 13F Main Street Financial Solutions, LLC 33,411 437.93 2,936 518.11
2026-07-07 13F Clark Asset Management, LLC 3,675 22.46 323 40.61
2026-04-28 13F GM Advisory Group, Inc. 4,861,791 2.46 372,121 -2.24
2026-07-22 13F Financial Guidance Group, Inc. 95,230 5.17 8,369 20.75
2026-05-05 13F Leo Wealth, LLC 419,144 1.52 32,064 -3.28
2026-07-27 13F Facet Wealth, Inc. 37,653 22.15 3,309 40.23
2026-07-29 13F Riggs Asset Managment Co. Inc. 29,403 187.17 2,584 229.89
2026-07-30 13F/A ORG Wealth Partners, LLC 6,849 1,786.78 602 2,125.93
2026-08-05 13F Souders Financial Advisors 258,192 1,314.05 22,690 1,524.12
2026-07-16 13F Visionary Horizons, LLC 9,396 73.61 826 99.28
2026-08-03 13F Spinnaker Trust 2,312,710 1.98 203,241 17.09
2026-08-06 13F Paradigm Financial Partners, Llc 3,986 350
2026-08-10 13F Essex Financial Services, Inc. 4,511 72.24 396 98.00
2026-07-16 13F Catalytic Wealth RIA, LLC 2,334 205
2026-07-24 13F Consolidated Planning Corp 9,833 60.88 864 85.01
2026-08-07 13F Kapstone Financial Advisors LLC 2,610 229
2026-08-11 13F Nuveen, LLC 3,742 329
2026-07-28 13F Axxcess Wealth Management, Llc 160,282 1.81 14,086 16.89
2026-07-15 13F Aspire Private Capital, LLC 93,845 3.75 8,247 19.12
2026-07-17 13F Larry Mathis Financial Planning, LLC 576,387 5
2026-08-04 13F Flagship Private Wealth, LLC 17,707 7.04 1,556 22.91
2026-08-07 13F Redwood Financial Network Corp 24,821 2.65 2,181 17.89
2026-08-03 13F LWM Advisory Services, LLC 10,052 883
2026-09-08 13F Kachkovsky & Fisher, Inc. 14,980 1,316
2026-07-23 13F Evergreen Capital Management Llc 108,344 0.00 9,521 14.82
2026-08-06 13F Cranbrook Wealth Management, LLC 9,061 0.73 796 15.70
2026-07-24 13F Clarus Group, Inc. 285,013 0.22 25,047 15.07
2026-07-29 13F Ethic Inc. 29,547 162.90 2,597 201.86
2026-07-31 13F Integrity Advisory Solutions, LLC 183,088 28.55 16,090 47.59
2026-08-12 13F Summit Financial, LLC 155,676 11.82 13,681 28.39
2026-08-10 13F Vestia Personal Wealth Advisors 91,970 13.79 470 15.20
2026-08-14 13F Evergreen Wealth Solutions, LLC 6,087 557
2026-10-01 13F Noble Wealth Management PBC 3 0
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