Grundläggande statistik
| Institutionella ägare | 596 total, 596 long only, 0 short only, 0 long/short - change of 5,11% MRQ |
| Genomsnittlig portföljallokering | 0.9933 % - change of 4,35% MRQ |
| Institutionella aktier (lång) | 155 519 068 (ex 13D/G) - change of 30,12MM shares 24,02% MRQ |
| Institutionellt värde (lång) | $ 10 292 886 USD ($1000) |
Institutionellt ägande och aktieägare
American Century ETF Trust - Avantis Emerging Markets Equity ETF (US:AVEM) har 596 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 155,519,068 aktier. Största aktieägare inkluderar Savant Capital, LLC, Bank Of America Corp /de/, Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, Morgan Stanley, Northwestern Mutual Wealth Management Co, Cerity Partners LLC, American Century Companies Inc, HighTower Advisors, LLC, and Haverford Trust Co .
American Century ETF Trust - Avantis Emerging Markets Equity ETF (ARCA:AVEM) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 16, 2025 is 75,24 / share. Previously, on September 17, 2024, the share price was 60,98 / share. This represents an increase of 23,38% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-10 | Savant Capital, LLC | 12,270,330 | 16,567,391 | 35.02 | 13.44 | -8.38 |
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 171 | 12 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 151 997 | −21,86 | 10 418 | −11,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 557 208 | 18,58 | 33 527 | 21,37 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 2 799 | −16,30 | 192 | −4,98 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 24 504 | 21,75 | 1 680 | 38,65 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 434 838 | 5,28 | 98 344 | 19,93 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 138 222 | 2,72 | 9 474 | 17,01 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 82 314 | 0,10 | 5 642 | 14,03 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 181 076 | 0,69 | 12 411 | 14,68 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 9 322 | 7,78 | 639 | 22,69 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 32 435 | 6,00 | 2 223 | 20,75 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 093 | −54,63 | 0 | |||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 249 | 14,22 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 109 | 7 | ||||||
| 2025-04-17 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 21 625 | −78,12 | 1 478 | −75,16 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 68 793 | 13,18 | 4 715 | 28,93 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1 319 578 | 1,20 | 90 444 | 15,28 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 377 | 25,80 | 437 | 43,75 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4 083 | 0,00 | 280 | 13,88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 168 995 | 12,77 | 11 583 | 28,45 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 114 360 | 25,78 | 7 838 | 43,29 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 013 | 39,38 | 1 166 | 58,86 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 253 792 | −49,89 | 17 395 | −42,92 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 178 030 | 4 340,76 | 12 202 | 4 963,07 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 47 505 | 4,48 | 3 256 | 19,01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 645 | 62,19 | 318 | 84,88 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 212 553 | 0,53 | 14 568 | 14,52 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 9 640 | 15,55 | 661 | 31,74 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 129 827 | −7,88 | 8 898 | 4,94 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 576 603 | 13,46 | 39 520 | 29,24 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 57 594 | 6,91 | 3 947 | 21,78 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 4 | 0 | ||||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 7 448 | 5,03 | 510 | 19,72 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 17 904 707 | 0,89 | 1 227 189 | 14,92 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 12 373 | 6,75 | 848 | 21,66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57 064 | −0,66 | 3 911 | 13,17 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 6 023 | 0,00 | 413 | 13,81 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3 610 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5 466 | −1,42 | 375 | 12,31 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 8 147 | 88,20 | 558 | 114,62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22 670 | 10,73 | 1 554 | 26,16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 522 823 | 8,16 | 309 994 | 23,20 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 21 617 | 1 482 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 13 280 | 20,33 | 946 | 41,47 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 72 374 | 0,01 | 4 961 | 19,23 | ||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 19 122 | −6,88 | 1 230 | 1,07 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 30 198 | −2,42 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 388 | 1,04 | 27 | 13,04 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12 756 | 40,04 | 874 | 59,49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 374 | 31,69 | 26 | 47,06 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 010 464 | 5,20 | 60 800 | 7,67 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 3 186 | 218 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 100 | 4,17 | 7 | 20,00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 7 | 0 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 69 578 | 2,03 | 4 769 | 16,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 800 872 | 6,68 | 54 892 | 21,52 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 21 564 | 0,97 | 1 478 | 15,03 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 39 | 3 | ||||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 2 411 | −1,67 | 165 | 12,24 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 130 923 | 0,30 | 9 089 | 24,10 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 28 543 | 2,12 | 1 956 | 16,36 | ||||
| 2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 10 423 | −9,94 | 714 | 2,59 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 444 194 | 5,04 | 30 | 20,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 | 0 | ||||||
| 2025-05-29 | 13F/A | Nova Wealth Management, Inc. | 410 | −43,45 | 25 | −42,86 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 657 632 | 37,67 | 44 936 | 65,91 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 11 852 | 0,00 | 812 | 13,88 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 116 799 | 27,83 | 8 005 | 45,62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 256 932 | 23,95 | 17 610 | 41,20 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 585 741 | 1,50 | 40 147 | 15,62 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 82 997 | 1,80 | 5 689 | 15,96 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 38 245 | −20,99 | 2 621 | −9,99 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 190 484 | 1,22 | 13 056 | 15,31 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 3 502 | −5,27 | 240 | 8,11 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 299 264 | 17,60 | 20 512 | 33,96 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 381 984 | −1,61 | 94 721 | 12,08 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 50 383 | −15,68 | 3 453 | −3,95 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 121 | −3,20 | 8 | 14,29 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 40 666 | 474,22 | 2 787 | 554,23 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 26 747 | −0,03 | 1 833 | 13,43 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 43 440 | 3,75 | 2 977 | 18,18 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 14 596 | 187,78 | 1 000 | 227,87 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 14 805 | 26,27 | 1 015 | 43,83 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 48 801 | 17,53 | 3 345 | 33,87 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 105 298 | 1,56 | 7 217 | 15,69 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 98 162 | 1,09 | 6 728 | 15,15 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 424 032 | −0,40 | 29 063 | 13,46 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 83 457 | 0,00 | 5 367 | 8,53 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 432 813 | 29 665 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14 210 | 14,14 | 974 | 29,91 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 570 | 245 | ||||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 4 717 | −1,15 | 323 | 12,54 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 92 924 | 4,18 | 6 369 | 23,22 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 196 322 | 1,88 | 13 456 | 16,05 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 5 312 | 0,66 | 364 | 14,83 | ||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 552 985 | 41,20 | 37 902 | 60,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 530 | 1,80 | 105 | 15,56 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 439 | 0,00 | 30 | 15,38 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 173 239 | 6,52 | 11 874 | 21,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 485 474 | 7,05 | 33 | 22,22 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 1 266 | 0,00 | 87 | 13,16 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 491 387 | 10,86 | 33 680 | 26,28 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Mainsail Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 1 767 726 | −2,22 | 121 160 | 11,38 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 32 551 | −33,67 | 2 231 | −24,42 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 59 566 | 273,71 | 4 083 | 325,65 | ||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 502 134 | 0,00 | 30 384 | 2,20 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 017 842 | −6,51 | 69 763 | 6,50 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 5 978 | 42,33 | 410 | 62,30 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 11 275 | −24,14 | 773 | −13,65 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 6 686 | 3,07 | 458 | 17,44 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 24 753 | 10,49 | 1 697 | 25,91 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 121 749 | 5,95 | 8 344 | 20,68 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 253 | 66,62 | 86 | 88,89 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 34 322 | 36,40 | 2 352 | 55,35 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 132 648 | 2,05 | 9 105 | 16,42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 32 617 | 20,62 | 2 236 | 37,37 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 69 228 | 21,79 | 4 745 | 38,71 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 20 167 | 4,27 | 1 382 | 18,83 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 32 836 | 15,01 | 2 251 | 31,04 | ||||
| 2025-08-12 | 13F | Bokf, Na | 8 973 | 2 143,25 | 615 | 2 462,50 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 36 867 | 4,30 | 2 527 | 18,81 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3 228 | 221 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 348 | 24 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8 301 | −2,40 | 569 | 11,15 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 101 429 | 9,80 | 6 952 | 25,08 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 411 | 0,07 | 96 | 12,94 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 044 887 | 15,69 | 71 617 | 31,79 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 119 990 | 3,82 | 8 224 | 18,26 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3 500 | 20,86 | 240 | 37,36 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 120 701 | −2,86 | 8 273 | 10,65 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 7 595 | 2,93 | 521 | 17,12 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 220 173 | 5,79 | 15 091 | 20,51 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 35 299 | −29,73 | 2 419 | −19,95 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 249 757 | 4,10 | 17 118 | 18,59 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 9 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 15 598 | −0,40 | 1 069 | 13,48 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 60 641 | −41,49 | 4 156 | −33,35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 492 | 213,38 | 34 | 266,67 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 288 626 | −1,64 | 19 782 | 12,04 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 514 | −9,27 | 172 | 3,61 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 10 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 50 498 | 1,66 | 3 461 | 15,83 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 57 310 | 3 448 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 196 | 13 | ||||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 8 316 | 36,26 | 570 | 55,04 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 9 151 | −11,09 | 627 | 1,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 238 525 | −1,29 | 16 349 | 12,44 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 58 202 | 7,56 | 3 989 | 22,55 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6 501 | 0,25 | 446 | 14,10 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 334 | 0 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 098 | 2,51 | 349 | 16,72 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 13 303 | 26,21 | 913 | 44,01 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 34 371 | 2,80 | 2 356 | 17,11 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 040 | 6,08 | 1 663 | 21,94 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 41 191 | 131,22 | 2 823 | 163,59 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 8 160 | 47,75 | 559 | 68,37 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 54 964 | 75,03 | 3 767 | 99,42 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 572 | 450 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 10 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 548 182 | 62,40 | 37 572 | 84,99 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 538 794 | 1,59 | 36 929 | 15,72 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 56 400 | 3,56 | 3 866 | 17,98 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 18 064 | 0,11 | 1 238 | 14,10 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 56 602 | −10,71 | 3 879 | 1,70 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 106 141 | 16,21 | 7 275 | 32,37 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 75 | −52,23 | 5 | −44,44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 265 | 0,00 | 155 | 13,97 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 32 810 | 202,26 | 2 249 | 244,26 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 89 640 | −4,24 | 6 144 | 9,07 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 195 110 | 7,79 | 13 373 | 22,78 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 220 | 15 | ||||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 75 609 | −1,10 | 5 182 | 12,68 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3 366 | −9,00 | 231 | 3,60 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 37 984 | −2,18 | 2 603 | 11,43 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 800 | 0,00 | 55 | 12,50 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 128 732 | 12,03 | 8 823 | 27,61 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 30 999 | 39,61 | 2 125 | 58,98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 35 000 | 386,11 | 2 399 | 453,81 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 71 111 | 4 874 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 7 574 | 10,73 | 519 | 26,28 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 53 503 | 187,14 | 3 667 | 227,12 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 764 | 0,00 | 52 | 15,56 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22 362 | 7,16 | 1 533 | 22,07 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 19 558 | 62,25 | 1 341 | 84,83 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 029 | 4,24 | 276 | 18,97 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 20 287 | −7,26 | 1 390 | 5,62 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 152 873 | 50,95 | 10 478 | 71,95 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 227 | 16 | ||||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 5 014 | 1,58 | 344 | 15,49 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 172 901 | −5,35 | 11 851 | 7,82 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 23 304 | −52,85 | 1 597 | −46,30 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 3 215 | 220 | ||||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 15 357 | 0,00 | 1 053 | 13,85 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 201 441 | −0,61 | 13 807 | 13,21 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 70 822 | 4 854 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 16 180 | −10,25 | 1 109 | 2,21 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 | −99,93 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 2 104 704 | 0,96 | 144 256 | 15,00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 6 536 | 7,80 | 448 | 22,80 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 365 465 | 0,74 | 25 049 | 14,75 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6 234 | 0,69 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 150 | 10 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 24 627 | 0,13 | 1 688 | 14,06 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 975 | −2,11 | 67 | 11,86 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 195 504 | 11,83 | 13 400 | 27,38 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 121 625 | 16,93 | 8 336 | 33,21 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 868 539 | 0,15 | 59 530 | 14,08 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 20 467 | 1 403 | ||||||
| 2025-07-31 | 13F | CNB Bank | 477 | 0,00 | 33 | 14,29 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24 171 | 42,87 | 1 657 | 62,83 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 5 156 | 353 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 171 596 | −80,16 | 11 761 | −77,40 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 10 066 | 0,02 | 690 | 13,88 | ||||
| 2025-08-12 | 13F | Haverford Financial Services, Inc. | 8 855 | 0,00 | 607 | 13,91 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 21 949 | 58,87 | 1 504 | 80,99 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 24 702 | −1,49 | 1 693 | 12,27 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 16 726 | 0,05 | 1 146 | 14,03 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 3 412 | 0,00 | 205 | 2,50 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 155 | 0,00 | 11 | 11,11 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 5 104 | 0,00 | 350 | 13,68 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 49 589 | 6,10 | 3 399 | 20,84 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 10 860 | −0,12 | 744 | 13,76 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 844 | −0,47 | 58 | 11,76 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 14 162 | −6,69 | 971 | 6,24 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 10 000 | 0,00 | 685 | 13,98 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-05-13 | 13F | Kovitz Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 36 877 | 103,12 | 2 531 | 131,78 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 20 690 | 1 428 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 34 636 | 4,15 | 2 374 | 18,65 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | TFC Financial Management | 1 327 | 0,00 | 91 | 13,92 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 393 | 27 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 4 183 | 287 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 14 294 | 4,91 | 980 | 19,54 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 307 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 797 | 260 | ||||||
| 2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11 976 | −2,66 | 821 | 10,81 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 26 016 | 45,37 | 1 783 | 65,71 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 72 310 | −29,16 | 4 956 | −19,31 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4 808 | 330 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 15 955 | −61,19 | 1 094 | −55,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 050 | −85,76 | 72 | −83,97 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 5 992 | 0,00 | 411 | 13,89 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 92 552 | 0,54 | 6 495 | 16,48 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 32 | 0,00 | 2 | 100,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 725 | 0,00 | 255 | 13,84 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 452 | 0,00 | 511 | 13,84 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 23 313 | −9,13 | 1 604 | 3,89 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 228 | −57,69 | 290 | −51,02 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 32 115 | −7,59 | 2 201 | 5,26 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 47 564 | −0,34 | 3 260 | 13,55 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 34 213 | 5,33 | 2 345 | 19,96 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 77 897 | 14,32 | 5 339 | 30,25 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 370 | 2 366,67 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 462 071 | 8,32 | 31 670 | 23,39 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 40 520 | 9 411,74 | 2 777 | 11 008,00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 34 641 | −0,07 | 2 374 | 13,86 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 102 917 | −5,41 | 7 054 | 7,75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 304 296 | −41,59 | 89 396 | −33,47 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 55 | 3,77 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 3 766 | 0,00 | 258 | 14,16 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 201 730 | 14,45 | 13 827 | 30,37 | ||||
| 2025-08-01 | 13F | Motco | 19 295 | 21,42 | 1 335 | 39,54 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 58 061 | −2,82 | 3 980 | 10,71 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 292 | 0,34 | 20 | 17,65 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 173 145 | 15,11 | 11 867 | 31,13 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 40 280 | 5,95 | 2 761 | 20,68 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 17 998 | 321,60 | 1 234 | 381,64 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 293 544 | 0,10 | 20 120 | 14,03 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 484 782 | 21,07 | 33 227 | 37,91 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 18 251 | 13,14 | 1 251 | 28,87 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 904 662 | 0,14 | 610 326 | 14,07 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 79 869 | 5,93 | 5 474 | 20,68 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 85 502 | 5 860 | ||||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 14 720 | 0,00 | 1 009 | 13,26 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 391 938 | −2,39 | 26 863 | 11,19 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 27 699 | 61,70 | 1 898 | 84,27 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19 063 | −71,67 | 1 307 | −66,98 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 14 341 | −1,11 | 983 | 12,61 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 120 | 8 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 69 452 | 4,71 | 4 760 | 19,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17 514 256 | 16,52 | 1 200 426 | 32,73 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6 463 | −1,66 | 443 | 11,90 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 645 242 | 3,56 | 44 225 | 17,97 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 67 756 | 1,81 | 4 644 | 15,98 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 1 013 | 358 | ||||||
| 2025-07-10 | 13F | Envision Financial LLC | 3 957 | 271 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 411 510 | 116,59 | 28 205 | 146,73 | ||||
| 2025-08-14 | 13F | Betterment LLC | 25 672 | 108,97 | 2 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 76 113 | 6,30 | 5 217 | 21,08 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 082 299 | 74 121 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 52 293 | 12,79 | 3 599 | 35,05 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 130 007 | −0,38 | 8 911 | 22,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 136 728 | 16,42 | 146 451 | 32,61 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 103 956 | 7,39 | 7 125 | 22,34 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 30 064 | 3,55 | 2 061 | 17,98 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 169 452 | 24,71 | 11 614 | 42,07 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 27 166 | 12,13 | 1 862 | 27,73 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 5 559 | 0,00 | 381 | 14,07 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 4 104 | 0,00 | 281 | 14,23 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 23 698 | 5,14 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 9 710 | 17,06 | 666 | 33,27 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 285 071 | 5,73 | 19 539 | 20,43 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 804 121 | 170,61 | 51 713 | 193,67 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 31 541 | −7,40 | 2 028 | 0,50 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 34 227 | −4,64 | 2 346 | 8,62 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 125 185 | −2,87 | 8 580 | 10,65 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 48 623 | 0,83 | 3 333 | 14,86 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 10 477 | −6,36 | 630 | −4,11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17 544 658 | 1 271,24 | 1 202 511 | 1 462,01 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 7 745 | 89,74 | 531 | 116,33 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 24 855 | 27,78 | 1 704 | 45,56 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 13 458 | −3,78 | 1 | |||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 91 659 | 164,63 | 6 282 | 201,44 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 33 350 | −1,83 | 2 286 | 11,79 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 3 528 | −31,63 | 242 | −22,26 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 17 223 | −0,47 | 1 180 | 13,35 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 509 160 | 6,17 | 103 000 | 19,97 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 112 609 | 7,51 | 7 718 | 22,47 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 516 576 | 9,60 | 33 221 | 18,94 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39 598 | −1,32 | 2 714 | 12,43 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 69 684 | −0,24 | 4 193 | 2,09 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 554 256 | −1,60 | 38 | 12,12 | ||||
| 2025-06-26 | NP | FINT - Frontier Asset Total International Equity ETF | 186 025 | −10,71 | 11 256 | −8,75 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 3 560 | −6,14 | 244 | 7,02 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 1 067 638 | −5,16 | 73 176 | 8,03 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 50 311 | −0,11 | 3 448 | 114 833,33 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 68 721 | −6,37 | 4 710 | 6,66 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 181 867 | 61,25 | 12 465 | 83,69 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 91 | −66,30 | 6 | −62,50 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 8 402 | 79,95 | 576 | 105,36 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 187 | 13 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37 157 | 67,45 | 2 547 | 90,71 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 162 | −28,63 | 11 | −15,38 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 7 546 | 138,04 | 1 | |||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4 741 | 13,10 | 325 | 28,57 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 148 982 | 0,30 | 10 211 | 14,26 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 303 156 | −19,92 | 20 778 | −8,78 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 185 | −3,27 | 424 | 10,16 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 22 276 | 130,24 | 1 527 | 162,20 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 40 982 | 60,92 | 2 809 | 83,29 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 10 192 | 0,00 | 700 | 14,03 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 615 107 | 13,94 | 179 714 | 30,13 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 532 093 | 29,59 | 36 470 | 47,62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 707 | 391 | ||||||
| 2025-08-12 | 13F | Team Hewins, LLC | 170 506 | 52,69 | 11 686 | 73,92 | ||||
| 2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 263 116 | −2,10 | 18 034 | 11,51 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 13 249 | 42,97 | 908 | 63,02 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 68 066 | 4 665 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 158 086 | 79,46 | 10 835 | 104,42 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 27 207 | 68,24 | 1 865 | 91,57 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 54 740 | 94,25 | 3 752 | 121,30 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 388 158 | −3,98 | 26 604 | 9,38 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 695 622 | 47 678 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 152 | 216 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 33 859 | −8,30 | 2 321 | 4,46 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 181 118 | −1,90 | 12 414 | 11,75 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 062 191 | 28,05 | 209 883 | 45,87 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 368 818 | 68,74 | 25 279 | 92,21 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 63 823 | 2,91 | 4 374 | 17,23 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 472 232 | 22,14 | 32 367 | 39,12 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 261 277 | 4,25 | 17 908 | 18,75 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 93 632 | 4,14 | 6 418 | 18,61 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 11 129 | −1,01 | 763 | 12,72 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 347 829 | −1,66 | 24 | 9,52 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 23 304 | −52,85 | 1 597 | −46,30 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 10 950 | 1 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 795 928 | 307,90 | 123 093 | 364,64 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 23 593 | −9,16 | 1 617 | 3,52 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 25 935 | 1 778 | ||||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 9 908 | 6,38 | 679 | 21,25 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 801 | 84,15 | 123 | 112,07 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11 133 | 5,38 | 770 | 21,26 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 6 330 | 1,28 | 434 | 15,16 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 178 787 | 4,60 | 12 254 | 19,16 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 639 598 | 6,46 | 43 838 | 21,27 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 043 | 0,41 | 825 | 14,42 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 159 192 | −18,62 | 10 911 | −7,30 | ||||
| 2025-04-11 | 13F | City State Bank | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 73 889 | −42,27 | 5 064 | −34,23 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 544 776 | 20,32 | 37 339 | 37,06 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6 715 | 478 | ||||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 18 735 | 1 284 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 834 991 | 8,76 | 57 230 | 23,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 101 752 | 10,84 | 6 974 | 26,27 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 834 | 331 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 25 080 | 8,63 | 1 719 | 23,69 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 12 425 | 852 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 6 057 | 415 | ||||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 73 487 | 0,00 | 4 422 | 0,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26 541 | −40,12 | 1 819 | −31,77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 003 931 | 36,17 | 137 349 | 55,12 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 022 529 | 0,78 | 70 084 | 14,80 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 29 200 | 2,38 | 2 001 | 16,61 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 12 605 | 3,92 | 864 | 18,38 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 000 | 685 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 732 017 | 34,21 | 119 | 53,25 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 7 193 | −0,94 | 493 | 13,07 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 871 | 334 | ||||||
| 2025-07-15 | 13F | Oak Root LLC | 1 167 215 | −0,58 | 80 001 | 13,25 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 6 534 | 448 | ||||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 137 729 | 14,21 | 9 509 | 48,54 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 34 255 | −8,46 | 2 348 | 4,26 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 77 747 | 1,69 | 5 329 | 15,83 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 9 575 | 15,06 | 656 | 31,20 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 14 521 | 11,66 | 995 | 27,24 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 239 240 | 2,80 | 16 398 | 17,10 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 5 769 | −1,47 | 395 | 12,22 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 30 928 | 13,65 | 2 120 | 29,44 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 35 249 | −4,79 | 2 416 | 8,44 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 34 868 | −2,38 | 2 390 | 11,17 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 37 485 | 7,48 | 2 569 | 22,45 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 24 545 | 48,39 | 2 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 137 850 | 4,80 | 9 448 | 19,38 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 3 035 | 208 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 24 540 | −1,84 | 1 682 | 11,77 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 370 | 25 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 62 724 | −15,05 | 4 299 | −3,22 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 231 | 10,21 | 907 | 25,48 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 29 865 | −0,86 | 2 047 | 12,91 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 33 016 | −4,96 | 2 263 | 8,23 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 473 | 0,00 | 101 | 13,64 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 110 627 | 3,46 | 7 582 | 17,86 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 14 413 | 988 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 103 | −25,36 | 7 | −12,50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 178 329 | −2,72 | 12 223 | 10,81 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 28 070 | 0,43 | 1 924 | 14,40 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 66 939 | 12,75 | 4 588 | 28,42 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 52 437 | 30,79 | 4 | 50,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 158 119 | 2,43 | 10 837 | 16,68 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 43 248 | −11,20 | 2 964 | 1,16 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 435 | 0,00 | 30 | 11,54 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 170 713 | 0,38 | 11 701 | 14,34 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 50 031 | 4,67 | 3 429 | 19,23 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 13 619 | 57,19 | 933 | 79,08 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 89 250 | 2,49 | 6 117 | 16,76 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 70 164 | 4,01 | 4 809 | 18,51 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 405 | −0,79 | 1 536 | 13,03 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 7 845 | 44,82 | 538 | 65,23 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 2 430 093 | 25,90 | 166 559 | 43,41 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 313 052 | 7,41 | 21 457 | 22,35 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 98 593 | −0,18 | 6 758 | 13,72 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 108 254 | −4,08 | 7 420 | 9,26 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 12 164 | −18,63 | 834 | −7,34 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 44 058 | −39,81 | 3 020 | −31,45 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19 724 | 6,18 | 1 352 | 20,95 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 65 288 | 4 475 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 88 | 14,29 | 6 | 50,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 22 845 | 6,64 | 1 566 | 21,41 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 1 098 | 61,23 | 75 | 87,50 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 210 041 | 7,28 | 14 396 | 22,21 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 3 978 | −8,32 | 273 | 4,21 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 9 306 | −2,15 | 638 | 11,36 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 19 759 | −0,95 | 1 354 | 12,83 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4 657 | 21,72 | 319 | 38,70 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 165 | −79,98 | 11 | −77,55 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 9 011 | −1,80 | 618 | 11,78 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 164 580 | 3,12 | 11 280 | 17,41 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 4 847 | 0,54 | 332 | 14,48 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 10 229 | −2,85 | 701 | 10,74 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 3 874 | −2,27 | 266 | 11,34 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 15 300 | 2,48 | 1 049 | 16,70 | ||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2 610 | 74,00 | 179 | 97,78 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 81 053 | 7,19 | 5 555 | 22,11 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 37 695 | 2 584 | ||||||
| 2025-07-14 | 13F | Friday Financial | 9 063 | 621 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 307 | 21 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 165 172 | 966,52 | 11 321 | 1 115,90 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 80 611 | 81,94 | 5 525 | 107,32 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 19 389 | 8,16 | 1 329 | 23,19 | ||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 620 958 | 0,00 | 37 574 | 2,20 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 16 373 | 91,63 | 1 122 | 118,29 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 7 339 | 99,16 | 503 | 127,15 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 2 955 | 203 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 21 972 | 2,45 | 1 506 | 16,67 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 115 120 | 11,79 | 7 890 | 27,34 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 25 502 | 0,97 | 1 748 | 15,01 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 487 821 | 6,13 | 33 435 | 30,29 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2 400 | 0,00 | 164 | 13,89 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10 704 | 68,33 | 734 | 91,88 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | S&t Bank/pa | 97 | −30,22 | 7 | −25,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 862 | −7,17 | 196 | 5,95 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 440 399 | −1,53 | 30 185 | 12,17 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8 932 | −2,41 | 612 | 11,27 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 502 | −44,35 | 34 | −37,04 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 189 751 | −0,99 | 13 | 18,18 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 397 698 | 3,46 | 27 257 | 17,85 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 150 820 | −13,72 | 10 337 | −1,72 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 311 490 | 44,42 | 21 350 | 64,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 145 854 | 9 997 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3 881 | 0,39 | 266 | 14,66 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 147 391 | 0,98 | 10 102 | 20,39 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 347 | 0,00 | 92 | 13,58 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 216 765 | −4,72 | 14 857 | 8,54 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 65 829 | 12,36 | 4 512 | 27,97 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 95 798 | 1,58 | 6 566 | 15,70 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 54 856 | 1,45 | 3 760 | 15,55 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2 453 | −96,88 | 168 | −96,45 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 506 234 | −9,15 | 34 697 | 3,49 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 22 163 | −19,22 | 1 519 | −7,94 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 64 553 | 6,72 | 4 424 | 21,57 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 698 | 0,29 | 48 | 14,63 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 9 923 | 13,56 | 597 | 16,37 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 800 | 0,00 | 55 | 12,50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 344 | 765,34 | 298 | 890,00 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 57 621 | 8,71 | 3 949 | 23,83 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5 441 | 1,06 | 373 | 15,17 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 100 852 | −7,25 | 6 912 | 5,66 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 101 278 | −2,20 | 6 942 | 11,39 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 53 886 | 24,90 | 3 693 | 42,31 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 6 471 | 1,06 | 443 | 15,06 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 304 | 1,67 | 21 | 11,11 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 53 437 | 18,20 | 3 663 | 34,14 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 57 514 | 169,26 | 3 942 | 206,77 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 3 394 | −1,11 | 233 | 12,62 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 75 281 | 39,25 | 5 160 | 58,64 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 439 373 | −3,29 | 30 115 | 10,16 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4 154 | 285 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 45 389 | 20,54 | 3 173 | 42,80 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 22 824 | 0,21 | 1 564 | 14,16 | ||||
| 2025-08-12 | 13F | Cornerstone Capital, Inc. | 3 815 | −39,43 | 261 | −30,95 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 14 590 | 0,00 | 1 000 | 13,91 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 67 337 | 9,09 | 4 616 | 24,13 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 21 837 | −1,67 | 1 497 | 11,98 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10 481 | 24,58 | 721 | 47,54 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 77 083 | 49 630,97 | 5 283 | 71,30 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 16 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 532 184 | −0,74 | 36 476 | 13,07 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 87 194 | 5 976 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 12 911 | 22,38 | 885 | 39,43 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 191 761 | 3,77 | 13 143 | 18,20 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 311 597 | 100,25 | 21 357 | 126,44 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 66 433 | −0,82 | 5 | 0,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 7 439 | −6,18 | 510 | 9,23 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 70 539 | −1,72 | 5 013 | 13,01 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 22 083 | 3,30 | 1 514 | 17,65 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 4 200 | 0,00 | 288 | 13,89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 258 834 | −1,69 | 17 968 | 13,42 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 92 720 | 31,32 | 6 355 | 49,60 | ||||
| 2025-08-01 | 13F | First National Trust Co | 40 634 | 16,63 | 2 785 | 32,87 | ||||
| 2025-08-07 | 13F | Nwam Llc | 19 290 | 14,61 | 1 343 | 32,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 641 | 31,83 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 705 255 | 230,82 | 116 878 | 276,84 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 495 052 | 8,50 | 33 931 | 23,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 490 585 | 50,59 | 33 625 | 71,53 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 819 | −4,84 | 410 | 11,72 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 320 694 | 4,16 | 21 980 | 18,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 278 593 | −1,39 | 19 095 | 12,34 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 192 | 10,34 | 13 | 30,00 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 8 606 | −82,10 | 602 | −79,76 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 355 | 1,14 | 24 | 14,29 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 5 599 | 19,69 | 384 | 36,30 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 52 502 | 4,98 | 3 599 | 19,57 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5 764 | 0,31 | 395 | 14,49 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 6 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 187 205 | 4,13 | 12 831 | 18,62 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 13 101 | −2,03 | 898 | 11,57 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 823 | 27,25 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 194 | 0,00 | 13 | 18,18 | ||||
| 2025-07-28 | NP | SPILX - Symmetry Panoramic International Equity Fund Class I Shares | 172 237 | −7,35 | 11 077 | 0,54 | ||||
| 2025-07-09 | 13F | Emprise Bank | 3 574 | 245 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 245 298 | −52,57 | 16 813 | −45,98 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 54 519 | 2,67 | 3 737 | 16,93 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 538 323 | 60,50 | 101 318 | 75,73 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 30 919 | 18,21 | 2 | 100,00 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 90 040 | 0,21 | 6 171 | 14,15 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 370 | 231 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 22 748 | 5,36 | 1 559 | 20,02 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 177 | 12 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 260 | 0 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 70 307 | 24,01 | 4 819 | 41,25 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 488 796 | −5,86 | 33 502 | 7,24 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 331 | 1,22 | 23 | 15,79 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 040 450 | −6,20 | 71 312 | 6,85 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 72 244 | 15,45 | 4 952 | 31,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 328 429 | 13,02 | 22 511 | 28,74 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 852 408 | 102,35 | 58 | 132,00 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 9 225 | −32,38 | 632 | −22,93 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 11 580 | 0,00 | 794 | 13,94 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 34 788 | 843,28 | 2 384 | 978,73 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 17 186 | 0,00 | 1 178 | 13,83 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 10 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 3 738 | 0,00 | 256 | 14,29 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 173 145 | 17,69 | 11 867 | 35,47 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 25 082 | 1 719 | ||||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 29 550 | 1,73 | 2 085 | 19,29 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 281 744 | 19 311 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 28 042 | −1,69 | 2 013 | 13,47 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 30 806 | 1,23 | 2 111 | 15,29 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 30 | 0,00 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 97 049 | −0,39 | 6 652 | 13,46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 826 949 | 9,99 | 56 679 | 25,29 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 18 472 | 0,24 | 1 266 | 14,26 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 474 627 | 13,63 | 32 531 | 29,44 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 369 | 0,00 | 25 | 13,64 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 47 697 | 1,84 | 3 269 | 16,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 189 687 | −1,63 | 13 001 | 12,06 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 153 935 | −7,09 | 10 551 | 5,83 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14 735 | 74,09 | 1 010 | 98,23 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 80 451 | 5 514 |
