| Institution | Period of Report | Form Type | Holdings | Filing Date |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC CIK: 0000820027 | Q1 2026 | 13F-HR/A (NEW HOLDINGS) | 2 | Jul 17, 2026 |
| AMERIPRISE FINANCIAL INC CIK: 0000820027 | Q1 2026 | 13F-HR/A (RESTATEMENT) | 4,043 | Jul 17, 2026 |
| ZynergyRetirementPlanningLLC CIK: 0002031137 | Q2 2026 | 13F-HR | 26 | Jul 17, 2026 |
| Winthrop Advisory Group LLC CIK: 0001739043 | Q2 2026 | 13F-HR | 226 | Jul 17, 2026 |
| WATERSHED PRIVATE WEALTH LLC CIK: 0001965271 | Q2 2026 | 13F-HR | 120 | Jul 17, 2026 |
| VAQUERO PRIVATE WEALTH, LTD CIK: 0002052555 | Q2 2026 | 13F-HR | 194 | Jul 17, 2026 |
| Tortuga Wealth Management, Inc CIK: 0002118051 | Q1 2026 | 13F-HR | 119 | Jul 17, 2026 |
| TRUE BLUE FINANCIAL, LLC CIK: 0002010212 | Q2 2026 | 13F-HR | 61 | Jul 17, 2026 |
| TCFG Investment Advisors, LLC CIK: 0002121836 | Q2 2026 | 13F-HR | 299 | Jul 17, 2026 |
| TB Alternative Assets Ltd. CIK: 0001483503 | Q2 2026 | 13F-HR | 34 | Jul 17, 2026 |
| Sulzberger Capital Advisors, Inc. CIK: 0002056727 | Q2 2026 | 13F-HR | 53 | Jul 17, 2026 |
| Storen Legacy Partners, LLC CIK: 0002116061 | Q2 2026 | 13F-HR | 116 | Jul 17, 2026 |
| Stonebridge Wealth Management, LLC CIK: 0002082460 | Q2 2026 | 13F-HR | 37 | Jul 17, 2026 |
| Sierra Legacy Group CIK: 0002056766 | Q2 2026 | 13F-HR | 79 | Jul 17, 2026 |
| Sequoia Financial Advisors, LLC CIK: 0001599900 | Q2 2026 | 13F-HR | 2,163 | Jul 17, 2026 |
| Sensenig Capital Advisors, Inc CIK: 0002092381 | Q2 2026 | 13F-HR | 36 | Jul 17, 2026 |
| Second Half Financial Partners, LLC CIK: 0001946654 | Q2 2026 | 13F-HR | 109 | Jul 17, 2026 |
| SeaBridge Investment Advisors LLC CIK: 0001304229 | Q2 2026 | 13F-HR | 188 | Jul 17, 2026 |
| Sara-Bay Financial CIK: 0001816444 | Q2 2026 | 13F-HR | 87 | Jul 17, 2026 |
| SVB WEALTH LLC CIK: 0001626116 | Q2 2026 | 13F-HR | 384 | Jul 17, 2026 |
| SLT Holdings LLC CIK: 0002052222 | Q2 2026 | 13F-HR | 150 | Jul 17, 2026 |
| Rosenberg Matthew Hamilton CIK: 0001812103 | Q2 2026 | 13F-HR | 792 | Jul 17, 2026 |
| Roger Wittlin Investment Advisory, LLC CIK: 0001911328 | Q2 2026 | 13F-HR | 43 | Jul 17, 2026 |
| River Road Asset Management, LLC CIK: 0001341401 | Q2 2026 | 13F-HR | 175 | Jul 17, 2026 |
| Richardson Capital Management LLC CIK: 0001621646 | Q2 2026 | 13F-HR | 244 | Jul 17, 2026 |
| Rezny Wealth Management, Inc. CIK: 0001535859 | Q2 2026 | 13F-HR | 37 | Jul 17, 2026 |
| Reyes Financial Architecture, Inc. CIK: 0002047201 | Q2 2026 | 13F-HR | 317 | Jul 17, 2026 |
| Petersen Hastings Wealth Advisors Inc. CIK: 0002109614 | Q2 2026 | 13F-HR | 87 | Jul 17, 2026 |
| Pacific Wealth Strategies Group, Inc. CIK: 0001766571 | Q2 2026 | 13F-HR | 59 | Jul 17, 2026 |
| Pachira Investments Inc. CIK: 0001563634 | Q2 2026 | 13F-HR | 78 | Jul 17, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC CIK: 0000764529 | Q2 2026 | 13F-HR | 282 | Jul 17, 2026 |
| PEAK FINANCIAL ADVISORS LLC CIK: 0001843309 | Q2 2026 | 13F-HR | 78 | Jul 17, 2026 |
| Onyx Financial Advisors, LLC CIK: 0001957840 | Q2 2026 | 13F-HR | 18 | Jul 17, 2026 |
| Old North State Wealth Management, LLC CIK: 0002041262 | Q2 2026 | 13F-HR | 112 | Jul 17, 2026 |
| OLIO Financial Planning CIK: 0001906766 | Q2 2026 | 13F-HR | 68 | Jul 17, 2026 |
| OFI INVEST ASSET MANAGEMENT CIK: 0001977602 | Q2 2026 | 13F-HR | 365 | Jul 17, 2026 |
| O'Connor Financial Group LLC CIK: 0001973783 | Q2 2026 | 13F-HR | 69 | Jul 17, 2026 |
| Nova R Wealth, Inc. CIK: 0001729457 | Q2 2026 | 13F-HR | 86 | Jul 17, 2026 |
| New York University CIK: 0002069154 | Q2 2026 | 13F-HR | 1 | Jul 17, 2026 |
| Merit Financial Group, LLC CIK: 0001621225 | Q2 2026 | 13F-HR | 2,360 | Jul 17, 2026 |
| McClarren Financial Advisors, Inc. CIK: 0001842974 | Q2 2026 | 13F-HR | 85 | Jul 17, 2026 |
| Matson Money. Inc. CIK: 0001672512 | Q2 2026 | 13F-HR | 9 | Jul 17, 2026 |
| Martin Investment Management, LLC CIK: 0001511888 | Q2 2026 | 13F-HR | 47 | Jul 17, 2026 |
| Madrona Financial Services, LLC CIK: 0001578370 | Q2 2026 | 13F-HR | 143 | Jul 17, 2026 |
| MCRAE CAPITAL MANAGEMENT INC CIK: 0000320376 | Q2 2026 | 13F-HR | 113 | Jul 17, 2026 |
| MARYLAND CAPITAL ADVISORS INC. CIK: 0001891201 | Q2 2026 | 13F-HR | 1,043 | Jul 17, 2026 |
| MANCHESTER FINANCIAL INC CIK: 0000866590 | Q2 2026 | 13F-HR | 145 | Jul 17, 2026 |
| Lynch Investment Planning, LLC CIK: 0002110354 | Q2 2026 | 13F-HR | 56 | Jul 17, 2026 |
| LongView Wealth Management CIK: 0001990190 | Q2 2026 | 13F-HR | 227 | Jul 17, 2026 |
| LifeSteps Financial, Inc. CIK: 0001801373 | Q2 2026 | 13F-HR | 792 | Jul 17, 2026 |
| Liberty Capital Management, Inc. CIK: 0001366838 | Q2 2026 | 13F-HR | 184 | Jul 17, 2026 |
| Laurel Wealth Advisors LLC CIK: 0001757128 | Q2 2026 | 13F-HR | 200 | Jul 17, 2026 |
| Larry Mathis Financial Planning, LLC CIK: 0002118274 | Q2 2026 | 13F-HR | 149 | Jul 17, 2026 |
| LTS Liquid Investments LLC CIK: 0001973154 | Q2 2026 | 13F-HR | 8 | Jul 17, 2026 |
| JCIC Asset Management Inc. CIK: 0001492040 | Q2 2026 | 13F-HR | 113 | Jul 17, 2026 |
| Ironwood Financial, llc CIK: 0001630360 | Q2 2026 | 13F-HR | 179 | Jul 17, 2026 |
| Intergy Private Wealth, LLC CIK: 0001911342 | Q2 2026 | 13F-HR | 147 | Jul 17, 2026 |
| InTrack Investment Management Inc CIK: 0001847343 | Q2 2026 | 13F-HR | 110 | Jul 17, 2026 |
| Hickory Point Bank & Trust CIK: 0002039144 | Q2 2026 | 13F-HR | 442 | Jul 17, 2026 |
| Heartwood Wealth Advisors LLC CIK: 0001794935 | Q2 2026 | 13F-HR | 227 | Jul 17, 2026 |
| HM PAYSON & CO CIK: 0000928052 | Q2 2026 | 13F-HR | 1,139 | Jul 17, 2026 |
| Grey Fox Wealth Advisors, LLC CIK: 0001965362 | Q2 2026 | 13F-HR | 202 | Jul 17, 2026 |
| Greenfield FTC, Inc. CIK: 0001842727 | Q2 2026 | 13F-HR | 4 | Jul 17, 2026 |
| Great Diamond Partners, LLC CIK: 0001801112 | Q2 2026 | 13F-HR | 238 | Jul 17, 2026 |
| Good Harbor Advisors, Inc. CIK: 0002133484 | Q2 2026 | 13F-HR | 87 | Jul 17, 2026 |
| Gallacher Capital Management LLC CIK: 0001960749 | Q2 2026 | 13F-HR | 259 | Jul 17, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC CIK: 0001321993 | Q2 2026 | 13F-HR | 449 | Jul 17, 2026 |
| GRACE & WHITE INC /NY CIK: 0000903064 | Q2 2026 | 13F-HR | 133 | Jul 17, 2026 |
| Forza Wealth Management, LLC CIK: 0001963030 | Q2 2026 | 13F-HR | 194 | Jul 17, 2026 |
| Formidable Asset Management, LLC CIK: 0001592613 | Q2 2026 | 13F-HR | 387 | Jul 17, 2026 |
| First Nebraska Trust Co CIK: 0002134841 | Q3 2015 | 13F-HR | 95 | Jul 17, 2026 |
| First Nebraska Trust Co CIK: 0002134841 | Q4 2015 | 13F-HR | 104 | Jul 17, 2026 |
| First Citizens Asset Management, Inc. CIK: 0001964116 | Q2 2026 | 13F-HR | 30 | Jul 17, 2026 |
| Financial Synergies Wealth Advisors, Inc. CIK: 0002017868 | Q2 2026 | 13F-HR | 116 | Jul 17, 2026 |
| Fifth Third Wealth Advisors LLC CIK: 0001899030 | Q2 2026 | 13F-HR | 992 | Jul 17, 2026 |
| Farther Finance Advisors, LLC CIK: 0001992825 | Q2 2026 | 13F-HR | 5,986 | Jul 17, 2026 |
| Fairvoy Private Wealth, LLC CIK: 0002046607 | Q2 2026 | 13F-HR | 200 | Jul 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK: 0001009016 | Q2 2026 | 13F-HR | 429 | Jul 17, 2026 |
| Exane Asset Management CIK: 0001666256 | Q2 2026 | 13F-HR | 28 | Jul 17, 2026 |
| Diversified Trust Co CIK: 0001479844 | Q2 2026 | 13F-HR | 1,115 | Jul 17, 2026 |
| Div Capital Phoenix Assets Ltd CIK: 0002089718 | Q2 2026 | 13F-HR | 9 | Jul 17, 2026 |
| Cypress Point Wealth Management, LLC CIK: 0001825611 | Q2 2026 | 13F-HR | 142 | Jul 17, 2026 |
| Cypress Capital, LLC CIK: 0001729939 | Q2 2026 | 13F-HR | 113 | Jul 17, 2026 |
| Crown Oak Advisors, LLC CIK: 0002009273 | Q2 2026 | 13F-HR | 23 | Jul 17, 2026 |
| Corecam AG CIK: 0002110914 | Q2 2026 | 13F-HR | 50 | Jul 17, 2026 |
| Core Wealth Partners LLC CIK: 0001965078 | Q2 2026 | 13F-HR | 191 | Jul 17, 2026 |
| Constellation Investments, Inc. CIK: 0001573575 | Q2 2026 | 13F-HR | 19 | Jul 17, 2026 |
| Conrad Siegel Investment Advisors, Inc. CIK: 0001905875 | Q2 2026 | 13F-HR | 74 | Jul 17, 2026 |
| Centerline Wealth Advisors, LLC CIK: 0001802059 | Q2 2026 | 13F-HR | 79 | Jul 17, 2026 |
| Camelot Portfolios, LLC CIK: 0001569766 | Q2 2026 | 13F-HR | 202 | Jul 17, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK: 0001083190 | Q2 2026 | 13F-HR | 1,759 | Jul 17, 2026 |
| CJM Wealth Advisers, Ltd. CIK: 0001992748 | Q2 2026 | 13F-HR | 78 | Jul 17, 2026 |
| CITIZENS & NORTHERN CORP CIK: 0000810958 | Q2 2026 | 13F-HR | 117 | Jul 17, 2026 |
| CIDEL ASSET MANAGEMENT INC CIK: 0001621915 | Q2 2026 | 13F-HR | 480 | Jul 17, 2026 |
| CENTRAL BANK & TRUST CO CIK: 0001175954 | Q2 2026 | 13F-HR | 185 | Jul 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK: 0001766904 | Q2 2026 | 13F-HR | 758 | Jul 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC CIK: 0001475045 | Q2 2026 | 13F-HR | 1,085 | Jul 17, 2026 |
| CALEDONIA INVESTMENTS PLC CIK: 0001037766 | Q2 2026 | 13F-HR | 15 | Jul 17, 2026 |
| Burton Enright Welch CIK: 0002105919 | Q2 2026 | 13F-HR | 136 | Jul 17, 2026 |
| Burns Matteson Capital Management, LLC CIK: 0001894164 | Q2 2026 | 13F-HR | 189 | Jul 17, 2026 |
Showing 100 most recent filings