Grundläggande statistik
| Institutionella ägare | 381 total, 381 long only, 0 short only, 0 long/short - change of 4,10% MRQ |
| Genomsnittlig portföljallokering | 1.4879 % - change of −5,19% MRQ |
| Institutionella aktier (lång) | 108 457 860 (ex 13D/G) - change of 26,01MM shares 31,54% MRQ |
| Institutionellt värde (lång) | $ 7 103 293 USD ($1000) |
Institutionellt ägande och aktieägare
American Century ETF Trust - Avantis U.S. Large Cap Value ETF (US:AVLV) har 381 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 108,457,860 aktier. Största aktieägare inkluderar Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, Wealth Enhancement Advisory Services, Llc, Ameriprise Financial Inc, LPL Financial LLC, Cerity Partners LLC, Colony Group, LLC, American Century Companies Inc, Northwestern Mutual Wealth Management Co, and Falcon Wealth Planning .
American Century ETF Trust - Avantis U.S. Large Cap Value ETF (ARCA:AVLV) 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 12, 2025 is 72,00 / share. Previously, on September 16, 2024, the share price was 64,26 / share. This represents an increase of 12,04% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-05-09 | PNC FINANCIAL SERVICES GROUP, INC. | 6,099,056 | 6.50 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 5 117 | 0,00 | 349 | 4,80 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 196 991 | 7,13 | 81 647 | 12,06 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 14 582 | 2,73 | 995 | 7,46 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 3 547 | 0,17 | 242 | 4,78 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 50 972 | 3 477 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 191 426 | 0,08 | 13 057 | 4,68 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 27 774 | 5,87 | 1 894 | 10,76 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 968 | 0,00 | 134 | 4,69 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 15 533 | 16,57 | 1 060 | 22,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 203 475 | −15,78 | 13 879 | −11,91 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4 103 | 280 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 855 | 58 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 25 999 | 170,99 | 1 773 | 183,68 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 562 632 | 130,48 | 38 377 | 141,09 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 32 786 | 3,42 | 2 240 | 10,62 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 138 517 | 3,27 | 9 448 | 8,03 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 167 805 | −3,12 | 11 446 | 1,33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 962 249 | 0,72 | 66 | 4,84 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 45 931 | 11,69 | 3 133 | 16,82 | ||||
| 2025-04-25 | 13F | Avidian Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 139 950 | 5,12 | 9 546 | 9,96 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 121 158 | 5,96 | 8 264 | 10,84 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 118 316 | 8 | ||||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Navigoe, LLC | 61 154 | −0,77 | 4 | 0,00 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 23 365 | −5,17 | 1 594 | −0,81 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 219 854 | 30,50 | 14 996 | 36,51 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 36 | 0,00 | 2 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 201 785 | 68,40 | 13 939 | 88,24 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 42 375 | 0,00 | 2 890 | 4,60 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18 909 | 9,74 | 1 332 | 23,01 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 5 469 | 0,00 | 373 | 4,78 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 108 | −80,11 | 7 | −80,00 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 1 034 603 | 2,45 | 70 570 | 7,17 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 32 440 | 27,82 | 2 213 | 33,66 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 83 800 | 4,66 | 5 716 | 9,48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 120 947 | 11,51 | 8 250 | 16,63 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 77 347 | −5,51 | 5 276 | −1,16 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 207 156 | 1,92 | 14 451 | 21,95 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 879 | 128 | ||||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 42 256 | −6,83 | 2 775 | −10,97 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 168 064 | 2,43 | 11 464 | 7,14 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 114 378 | 3,80 | 8 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 743 458 | 51 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 175 944 | 7,19 | 12 001 | 12,13 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2 875 | 286,94 | 196 | 308,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6 665 | 455 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 490 371 | 19,11 | 33 448 | 24,60 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 112 | −80,33 | 203 | −80,87 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 485 224 | 2,20 | 33 097 | 6,90 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 814 248 | 12,73 | 53 480 | 7,69 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 9 615 | 28,89 | 656 | 34,77 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 495 289 | 0,43 | 101 994 | 5,05 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 20 298 | 3,56 | 1 385 | 8,29 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 91 378 | 6,82 | 6 233 | 11,72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 443 | −26,08 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 10 404 | 0,00 | 710 | 4,57 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 232 278 | −3,76 | 15 844 | 0,66 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 58 841 | 25,54 | 4 014 | 31,32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 979 | −11,61 | 135 | −10,07 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 129 862 | 215,10 | 8 858 | 229,62 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 55 356 | 24,61 | 3 776 | 30,35 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 77 303 | 5 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 126 | −86,74 | 9 | −86,89 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 40 | 3 | ||||||
| 2025-05-14 | 13F | Islay Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 395 | 0,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1 342 796 | 2,38 | 91 592 | 7,09 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 7 806 | 0,41 | 532 | 5,14 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 354 898 | 8,56 | 24 208 | 13,56 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 176 | −32,82 | 12 | −29,41 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 58 814 | 31,54 | 4 012 | 37,60 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5 820 | 397 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 627 076 | 13,03 | 110 983 | 18,23 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3 816 | 20,15 | 260 | 25,60 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 188 273 | 9,92 | 12 819 | 14,78 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 312 | −4,91 | 226 | −0,88 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 20 154 | 0,87 | 1 375 | 5,53 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 6 329 | −17,49 | 432 | −13,80 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 26 388 | 19,35 | 1 800 | 24,84 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 18 | 12,50 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 109 173 | 10,80 | 75 657 | 15,89 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 578 | 39 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 810 | −0,98 | 55 | 3,77 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 193 769 | 98,02 | 13 217 | 107,13 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 73 090 | 23,50 | 4 985 | 29,18 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 520 102 | 7,81 | 35 476 | 12,77 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 611 107 | 3,39 | 41 684 | 8,15 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 14 470 | 1 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 035 | 36,72 | 71 | 48,94 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 686 247 | 10,60 | 46 733 | 15,51 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 90 397 | 7,53 | 6 253 | 13,53 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 177 298 | 4,93 | 12 093 | 9,76 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 4 907 | −34,54 | 335 | −31,56 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 48 178 | 7,48 | 3 286 | 12,42 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 53 699 | −81,19 | 3 663 | −80,33 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 523 | 0,00 | 36 | 2,94 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 44 674 | −6,56 | 3 047 | −2,25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 168 998 | −6,82 | 11 527 | −2,53 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30 376 | 121,25 | 2 072 | 131,40 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11 372 | 16,22 | 776 | 21,47 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 994 | 0,00 | 68 | 4,69 | ||||
| 2025-04-30 | 13F | Adapt Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 164 818 | −1,05 | 11 242 | 3,51 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 134 470 | 7,99 | 9 | 12,50 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 199 443 | 26,55 | 14 | 30,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 272 457 | 6,81 | 18 584 | 11,72 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8 608 | 587 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 60 235 | −6,34 | 4 109 | −2,03 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 641 | 5,38 | 1 709 | 12,14 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 140 787 | −8,50 | 9 603 | −4,29 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9 590 | 0,42 | 654 | 5,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 332 795 | 12,17 | 90 910 | 17,33 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 33 666 | 4,33 | 2 296 | 9,13 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 164 | 216 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16 614 | −3,50 | 1 133 | 0,98 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 4 423 | 302 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 63 487 | 0,34 | 4 330 | 4,94 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 432 | 3,91 | 507 | 8,58 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 3 800 | 0,00 | 259 | 4,86 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 78 527 | −39,38 | 5 356 | −36,59 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 3 807 | −2,31 | 260 | 1,97 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 4 366 | 38,08 | 298 | 44,17 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 23 597 | 17,80 | 1 610 | 23,20 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 14 266 | 9,89 | 985 | 16,02 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 1 049 355 | 5,32 | 71 576 | 10,17 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 420 664 | 0,31 | 28 693 | 4,93 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 5 243 | 358 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 221 117 | 11,13 | 15 082 | 16,25 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 35 559 | 0,00 | 2 425 | 4,62 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 020 | 274 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19 032 | −7,08 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 37 347 | 643,96 | 2 547 | 678,90 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 8 988 | 50,65 | 613 | 57,58 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Fmb Wealth Management | 3 140 | 214 | ||||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 31 591 | 14,14 | 2 060 | 11,53 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 210 131 | 17,46 | 14 333 | 22,90 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 558 229 | 4,40 | 38 077 | 9,20 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 36 660 | 6,85 | 2 501 | 11,76 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 28 380 | −11,70 | 1 936 | −7,64 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 219 | 15 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6 911 | −26,35 | 471 | −22,91 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1 074 556 | 2,19 | 75 305 | 14,03 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 462 | 3,59 | 32 | 6,90 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 57 | 4 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 4 359 | 0,44 | 297 | 4,95 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 7 552 | 2,01 | 515 | 6,85 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9 210 | 1 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5 860 | 0,00 | 400 | 4,45 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 11 252 | −1,40 | 791 | 6,18 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 533 | 0,20 | 309 | 4,75 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 416 887 | 28 919 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 311 955 | 43,11 | 21 640 | 59,09 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13 | 1 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 98 921 | 13,48 | 6 747 | 18,70 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6 377 | 435 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 594 | 59,25 | 0 | |||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 152 346 | 2,25 | 10 392 | 6,96 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 30 394 | 7,30 | 2 073 | 12,24 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 61 | −78,06 | 4 | −77,78 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 92 017 | 4 776,36 | 6 276 | 5 002,44 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24 900 | 192,94 | 1 698 | 206,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 298 409 | −54,46 | 20 354 | −52,37 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 18 152 | −41,18 | 1 239 | −38,45 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 37 897 | 280,84 | 2 585 | 298,77 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 6 103 | 0,00 | 416 | 4,79 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 19 873 | 0,61 | 1 356 | 5,20 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 94 001 | −0,16 | 6 412 | 4,43 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 57 675 | −3,09 | 3 934 | 1,39 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 654 293 | 4,10 | 44 629 | 8,89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11 012 886 | 564,79 | 751 160 | 595,35 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 36 496 | 2 489 | ||||||
| 2025-07-22 | 13F | WJ Interests, LLC | 242 762 | −0,89 | 16 559 | 3,67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8 942 | −14,79 | 610 | −10,96 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 462 | 214,29 | 32 | 244,44 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 158 384 | 9,81 | 10 803 | 14,86 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 240 | 100,00 | 85 | 110,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 435 | 96 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 6 537 | 20,70 | 446 | 26,06 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 917 | 0,00 | 131 | 4,84 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 20 474 | −3,60 | 1 420 | 10,85 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 76 849 | 24,55 | 5 242 | 30,28 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 342 | −2,70 | 433 | 1,65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 233 812 | 7,46 | 15 948 | 12,40 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 19 434 | 4,41 | 1 326 | 9,23 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 34 957 | 1,67 | 2 384 | 6,33 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 22 231 | 1,15 | 1 516 | 5,79 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 65 369 | 14,39 | 4 459 | 19,65 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 116 644 | −2,11 | 8 137 | 17,72 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 143 | −24,40 | 78 | −21,43 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 175 445 | −6,03 | 11 967 | −1,71 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 3 876 | 0,00 | 264 | 4,76 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 5 835 | 7,24 | 398 | 12,43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4 799 | −35,29 | 327 | −32,30 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 1 177 801 | 9,34 | 77 358 | 4,46 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 147 151 | 0,38 | 10 037 | 5,00 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 148 795 | 12,00 | 10 149 | 17,15 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 401 544 | −3,77 | 95 599 | 0,66 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 3 827 | 0,00 | 261 | 4,82 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 22 996 | 24,36 | 1 604 | 33,11 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 561 019 | 0,13 | 106 477 | 4,73 | ||||
| 2025-05-07 | 13F | TCTC Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 38 307 | −6,92 | 2 613 | −2,65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6 264 | −11,45 | 427 | −7,38 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 23 770 | −4,45 | 1 550 | −6,63 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 13 081 | −14,32 | 1 | |||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 50 321 | 20,21 | 3 427 | 26,56 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 28 772 | 1 963 | ||||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 208 306 | 4,96 | 14 209 | 9,79 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 189 111 | 1,51 | 12 899 | 6,18 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 21 132 | −1,95 | 1 441 | 2,56 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 207 273 | 12 655,12 | 150 558 | 13 247,34 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 2 999 | 205 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 11 943 | 815 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 265 049 | 14,08 | 18 079 | 19,34 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 37 856 | 10,99 | 2 582 | 16,10 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 37 238 | 29,35 | 2 540 | 35,32 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 5 413 | 0 | ||||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 5 795 | 0,00 | 395 | 4,77 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 676 904 | −11,98 | 46 172 | −7,93 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 17 809 | −0,73 | 1 215 | 3,85 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 209 142 | −38,64 | 14 266 | −35,82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 830 925 | 220,94 | 56 666 | 235,63 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 206 497 | 5,41 | 14 085 | 10,26 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 3 747 | 0,40 | 256 | 4,94 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 33 702 | 121,42 | 2 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 23 379 | −14,72 | 1 595 | −10,80 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 4 928 | 0,39 | 336 | 5,00 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 536 993 | 15,66 | 36 628 | 20,98 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 123 404 | 11,39 | 8 417 | 16,51 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 232 715 | 2,26 | 84 | 7,69 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 500 782 | −1,33 | 34 158 | 3,21 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 540 491 | 105 077 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 254 002 | −3,63 | 17 325 | 0,80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 849 420 | −8,88 | 126 149 | −4,69 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 99 365 | 0,58 | 6 778 | 20,67 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 420 664 | 0,31 | 28 693 | 4,93 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 122 176 | 2,49 | 8 334 | 7,20 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 62 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16 158 842 | 161,49 | 1 102 195 | 173,52 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 145 | 0,00 | 146 | 5,04 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9 491 | −33,59 | 647 | −30,50 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 73 779 | 103,57 | 5 032 | 112,95 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 17 964 | 0,00 | 1 225 | 4,61 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 6 191 | 6,52 | 422 | 11,64 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 80 789 | −0,67 | 5 511 | 3,90 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 247 459 | 6,81 | 16 879 | 11,73 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 649 | 385 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 17 351 | 1 184 | ||||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 139 336 | 2,18 | 9 504 | 6,88 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 113 182 | 25,81 | 7 720 | 31,61 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 89 293 | 2,87 | 6 091 | 7,60 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 321 | 23,34 | 90 | 30,43 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 13 187 | −0,07 | 899 | 4,53 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 63 063 | −0,10 | 4 302 | 4,49 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 84 125 | 22,15 | 5 738 | 27,77 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 66 926 | 17,65 | 4 565 | 23,08 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 239 478 | 1,41 | 16 335 | 6,08 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 156 424 | 3,27 | 10 670 | 8,02 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 65 133 | 184,78 | 4 443 | 190,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 144 540 | 20,33 | 10 | 28,57 | ||||
| 2025-05-15 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 174 053 | 2,83 | 11 872 | 7,57 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 21 740 | 211,15 | 1 483 | 225,71 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 3 988 | 0,00 | 272 | 4,62 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 42 883 | 9,09 | 2 925 | 14,12 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 484 | 56,67 | 306 | 63,98 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 541 | 501,11 | 37 | 620,00 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 24 744 | −12,32 | 1 688 | −8,32 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 100 038 | −3,00 | 6 826 | 1,50 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 41 742 | 5,72 | 2 847 | 10,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 472 476 | −3,81 | 32 228 | 0,61 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 54 319 | −0,29 | 3 705 | 4,31 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 20 359 | 91,90 | 1 389 | 100,87 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 15 607 | 47,79 | 1 065 | 54,65 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 1 966 093 | 4,16 | 134 107 | 8,95 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 351 013 | 14,28 | 92 153 | 19,54 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 98 813 | 6 740 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 173 321 | −1,71 | 11 822 | 2,81 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 59 816 | 2,78 | 4 080 | 7,51 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 27 360 | 0,00 | 1 866 | 4,60 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 37 412 | 6,53 | 2 552 | 11,40 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 121 268 | 35,40 | 8 272 | 41,63 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1 017 | 0,00 | 69 | 4,55 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 11 004 | 18,81 | 751 | 24,38 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 768 | 0,59 | 325 | 5,18 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 23 453 | −1,59 | 1 600 | 2,90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 284 | −17,01 | 292 | −13,10 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 20 960 | 348,25 | 1 430 | 370,07 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 3 536 | 0,00 | 241 | 4,78 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 81 028 | −74,96 | 5 517 | −73,86 | ||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 361 048 | 3,48 | 161 047 | 8,24 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 13 275 | 0,00 | 905 | 4,62 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 249 948 | 12,95 | 17 049 | 18,14 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 28 973 | 0,00 | 1 976 | 4,61 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 6 625 | 0,00 | 452 | 4,40 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 18 758 | 0,12 | 1 279 | 4,75 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 3 096 | 211 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 6 463 | −14,54 | 441 | −10,75 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 160 038 | 9,04 | 10 916 | 14,06 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 19 721 | 1,74 | 1 345 | 6,41 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 283 739 | −1,13 | 19 354 | 3,42 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 499 | 0,00 | 34 | 6,25 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 116 606 | 12,17 | 7 954 | 17,32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 522 280 | −18,29 | 35 625 | −14,53 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 5 596 | 32,14 | 382 | 38,04 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 99 489 | 6 786 | ||||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 101 523 | 3,67 | 7 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 275 | 6,96 | 87 | 11,69 | ||||
| 2025-05-14 | 13F | Arista Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 8 358 | −0,55 | 570 | 4,01 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 487 866 | −0,45 | 33 | 6,45 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 810 | 0,00 | 55 | 5,77 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 253 790 | −0,67 | 17 311 | 3,89 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 115 045 | 16,21 | 7 847 | 21,56 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 161 993 | 19,73 | 11 050 | 25,23 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 423 936 | 57,96 | 28 917 | 65,23 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 47 870 | 784,68 | 3 265 | 827,56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 549 | −34,86 | 310 | −31,87 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 120 556 | 587,20 | 8 223 | 619,42 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 38 000 | −0,63 | 2 592 | 3,93 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 3 034 | 207 | ||||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 133 529 | −0,42 | 8 707 | −2,75 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8 652 | −14,86 | 590 | −10,88 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 106 153 | −13,47 | 7 241 | −9,49 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 13 288 | 32,00 | 906 | 38,11 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3 349 | 7,82 | 228 | 12,87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21 261 | 35,38 | 1 450 | 38,36 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 89 | 0,00 | 6 | 20,00 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 45 301 | 2 404,20 | 3 090 | 2 540,17 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 38 | 3 700,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15 061 | −15,94 | 1 059 | −2,67 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8 271 | −30,72 | 564 | −27,51 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 4 783 | −30,94 | 312 | −34,80 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 418 110 | 9,53 | 28 519 | 14,58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 645 590 | −2,61 | 672 876 | 4,18 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 32 334 | 4,74 | 2 206 | 9,54 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 742 520 | 1 114,50 | 50 675 | 1 181,61 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 275 842 | 6,80 | 18 815 | 11,71 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 345 971 | −2,18 | 23 599 | 2,32 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 5 527 | 5,44 | 377 | 10,26 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 60 344 | 14,04 | 4 178 | 30,45 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 475 347 | 2,32 | 32 423 | 7,03 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 25 953 | −0,19 | 1 770 | 4,42 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 10 966 | −2,64 | 748 | 1,77 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 323 762 | −1,11 | 22 754 | 9,97 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 5 828 | 440,63 | 398 | 467,14 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 38 316 | 6,75 | 2 614 | 11,67 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 6 975 | −24,25 | 476 | −20,83 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 124 477 | 1,25 | 8 491 | 5,91 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 026 562 | 12,97 | 70 022 | 18,16 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 15 647 | 12,26 | 1 067 | 17,51 | ||||
| 2025-08-08 | 13F | Creative Planning | 102 677 | 5,27 | 7 004 | 10,11 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 45 593 | −0,83 | 3 | 50,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 69 049 | 110,68 | 4 710 | 120,40 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 458 | 92,09 | 99 | 102,04 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 7 637 | 18,13 | 521 | 23,52 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 038 599 | −0,15 | 139 053 | 4,44 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 76 960 | −1,53 | 5 410 | 9,52 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 545 | 651 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6 128 | 9,31 | 418 | 14,25 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 857 | 0,00 | 127 | 4,13 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 736 509 | −11,36 | 50 237 | −7,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 330 146 | 146,73 | 22 519 | 157,21 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 1 032 791 | 4,52 | 70 447 | 9,33 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 5 456 | 24,17 | 372 | 30,07 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 102 153 | −55,14 | 6 968 | −53,08 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 054 363 | 11,07 | 208 317 | 16,25 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 31 482 | 0,00 | 2 147 | 4,63 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 289 683 | 0,36 | 87 969 | 4,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 347 307 | 7,50 | 23 689 | 12,44 | ||||
| 2025-04-23 | 13F | Valmark Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 782 | 3 810,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 77 169 | 80,99 | 5 264 | 89,32 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33 975 | −11,15 | 2 317 | −7,06 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 10 797 | 56,25 | 736 | 63,56 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 735 | 0,00 | 50 | 6,38 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 7 924 | 540 | ||||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 86 476 | −1,80 | 5 899 | 2,72 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 221 | 15 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 94 001 | 6,50 | 6 412 | 18,57 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 24 739 | −32,76 | 1 546 | −39,61 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 47 806 | −8,89 | 3 261 | −4,71 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 18 621 | 1,60 | 1 270 | 6,28 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 12 084 | 11,58 | 824 | 16,71 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 7 664 | 523 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 179 983 | −1,22 | 12 277 | 3,32 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 40 079 | 1,92 | 2 734 | 6,59 |
