DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
US ˙ ARCA ˙ US25434V7082

Grundläggande statistik
Institutionella ägare 1040 total, 1039 long only, 0 short only, 1 long/short - change of 2,66% MRQ
Genomsnittlig portföljallokering 3.7219 % - change of −3,24% MRQ
Institutionella aktier (lång) 812 917 612 (ex 13D/G) - change of 17,06MM shares 2,14% MRQ
Institutionellt värde (lång) $ 28 025 457 USD ($1000)
Institutionellt ägande och aktieägare

Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (US:DFAC) har 1040 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 812,917,612 aktier. Största aktieägare inkluderar Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Colony Group, LLC, Forum Financial Management, LP, LPL Financial LLC, Buckingham Strategic Partners, Apella Capital, LLC, DFAW - Dimensional World Equity ETF, Plancorp, LLC, and Rockwood Wealth Management, LLC .

Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF (ARCA:DFAC) 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 17, 2025 is 38,31 / share. Previously, on September 18, 2024, the share price was 33,53 / share. This represents an increase of 14,26% over that period.

DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF Institutional Ownership
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.

DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF Historical Put/Call Ratio
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.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-14 13F Shearwater Capital LLC 1 704 261 3,00 61 081 11,90
2025-07-30 13F Citizens & Northern Corp 161 211 −0,43 5 778 8,16
2025-08-13 13F Natixis Advisors, L.p. 34 402 30,77 1
2025-07-09 13F Massmutual Trust Co Fsb/adv 324 12
2025-08-04 13F Mesirow Financial Investment Management, Inc. 236 970 6,57 8 493 15,77
2025-07-22 13F Awm Capital, Llc 4 080 082 47,14 146 230 59,85
2025-08-11 13F First American Trust, Fsb 9 490 −1,67 340 6,92
2025-07-08 13F Rise Advisors, LLC 32 658 0,30 1 170 8,94
2025-07-22 13F Marietta Wealth Management, LLC 72 158 0,00 2 586 8,66
2025-07-24 13F Ridgeline Wealth Planning, LLC 9 232 0,00 331 8,55
2025-07-28 13F RCS Financial Planning, LLC 772 386 9,42 27 682 18,87
2025-07-29 13F Private Wealth Management Group, LLC 925 272 0,14 33 162 8,79
2025-08-08 13F Capstone Financial Advisors, Inc. 5 357 309 −3,78 192 006 4,54
2025-07-22 13F Wealthcare Capital Management Llc 9 407 4,51 337 13,85
2025-07-11 13F Quantum Financial Advisors, LLC 35 483 27,73 1 272 38,76
2025-07-25 13F Investment Advisory Group, LLC 580 020 2,18 20 788 11,01
2025-08-11 13F Perennial Investment Advisors, LLC 28 067 0,00 1 006 8,65
2025-07-31 13F Catalyst Capital Advisors LLC 3 156 100 −5,00 113 115 3,21
2025-07-17 13F Montis Financial, LLC 184 367 −0,06 6 608 8,58
2025-08-05 13F Hills Bank & Trust Co 7 311 0,00 262 8,71
2025-07-10 13F Websterrogers Financial Advisors, Llc 246 866 −0,43 8 848 8,18
2025-08-14 13F Icon Wealth Advisors, LLC 42 672 0,00 1 529 8,67
2025-07-17 13F Archford Capital Strategies, LLC 190 086 2,56 6 813 11,42
2025-07-25 13F Tranquility Partners, LLC 30 589 0,00 1 096 8,62
2025-08-01 13F Advisory Alpha, LLC 0 −100,00 0
2025-07-29 13F Monument Group Wealth Advisors, LLC 1 975 570 0,66 70 804 9,36
2025-08-14 13F Great Valley Advisor Group, Inc. 899 236 −6,20 32 228 1,90
2025-08-14 13F Mpwm Advisory Solutions, Llc 16 135 −0,18 578 8,44
2025-08-13 13F Renaissance Technologies Llc 64 800 483,78 2 322 534,43
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-08 13F Foundations Investment Advisors, LLC 219 638 11,61 7 872 21,24
2025-07-11 13F Wolfstich Capital, LLC 401 502 −50,15 14 390 −45,85
2025-07-31 13F Topsail Wealth Management, LLC 100 0,00 4 0,00
2025-07-16 13F St Germain D J Co Inc 23 839 0,00 854 8,65
2025-08-14 13F Jane Street Group, Llc 20 935 −62,21 750 −58,95
2025-08-14 13F Stage Harbor Financial, Llc 18 527 0,00 664 8,67
2025-08-11 13F Western Wealth Management, LLC 119 877 −0,17 4 296 8,46
2025-08-13 13F Cresset Asset Management, LLC 493 258 4,39 17 678 13,41
2025-07-14 13F Park Avenue Securities Llc 3 093 882 9,95 111 19,57
2025-08-14 13F Navigoe, LLC 13 096 0,00 0
2025-08-12 13F Jpmorgan Chase & Co 1 676 775 −2,86 60 096 5,53
2025-08-15 13F Morgan Stanley 453 591 −1,98 16 257 6,49
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 101 145 2,82 3 625 11,71
2025-08-11 13F HighTower Advisors, LLC 6 043 740 2,19 216 608 11,02
2025-07-25 13F Sequoia Financial Advisors, LLC 438 070 −12,21 15 700 −4,63
2025-07-15 13F Family Wealth Partners, Llc 61 978 0,00 2 221 8,66
2025-08-13 13F M&t Bank Corp 65 258 0,00 2 339 8,64
2025-07-23 13F BankPlus Trust Department 836 30
2025-07-29 13F Lutz Financial Services LLC 820 893 1,76 29 421 10,55
2025-08-04 13F FRG Family Wealth Advisors LLC 9 091 0,30 326 8,70
2025-08-14 13F Stansberry Asset Management, Llc 7 546 0,00 270 8,87
2025-08-08 13F Gts Securities Llc 16 416 588
2025-07-29 13F Fundamentun, Llc 3 537 788 6,70 126 794 15,92
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 112 877 −22,32 4 046 −15,61
2025-07-07 13F Shotwell Rutter Baer Inc 41 458 0,00 1 514 22,49
2025-08-11 13F Vanguard Group Inc 96 713 −2,63 3 466 5,80
2025-08-14 13F Wetherby Asset Management Inc 18 948 0,00 679 3,66
2025-08-12 13F Rather & Kittrell, Inc. 1 155 766 −0,79 41 423 7,78
2025-07-22 13F Wealthcare Capital Partners, LLC 8 131 3,76 291 12,79
2025-07-21 13F Trellis Wealth Advisors LLC 1 021 231 3,42 36 601 12,35
2025-07-29 13F AssuredPartners Investment Advisors, LLC 245 412 6,36 8 796 15,56
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 38 593 0,00 1 383 8,64
2025-06-27 13F/A Goldman Sachs Group Inc 0 −100,00 0 −100,00
2025-07-22 13F Romano Brothers And Company 8 832 0,00 317 8,59
2025-07-21 13F Creative Capital Management Investments LLC 1 476 824 2,60 52 929 11,47
2025-07-29 13F Schubert & Co 469 236 11,08 16 817 20,68
2025-08-08 13F RAM Investment Partners, LLC 2 699 138 3,90 96 737 12,87
2025-08-11 13F Aptus Capital Advisors, LLC 133 473 −0,63 4 784 7,94
2025-07-21 13F Onyx Financial Advisors, LLC 3 592 902 1,70 128 770 10,48
2025-08-14 13F C M Bidwell & Associates Ltd 92 192 −4,71 3 304 3,54
2025-07-23 13F REAP Financial Group, LLC 3 674 0,30 132 9,17
2025-07-30 13F Clune & Associates, Ltd. 229 981 0,06 8 243 8,70
2025-08-07 13F Montag A & Associates Inc 30 235 0,00 1 084 8,63
2025-07-03 13F Lam Group, Inc. 33 891 0,02 1 215 8,68
2025-04-28 13F Pinnacle Financial Partners Inc 18 303 0,00 604 −4,74
2025-07-21 13F Monticello Wealth Management, Llc 74 766 −8,11 2 680 −0,19
2025-07-18 13F Pure Financial Advisors, Inc. 4 341 699 0,06 155 607 8,71
2025-08-06 13F Golden State Wealth Management, LLC 12 649 −45,95 453 −41,32
2025-07-10 13F Trust Point Inc. 15 945 0,00 571 8,56
2025-07-24 13F Jfs Wealth Advisors, Llc 3 389 273 3,02 121 472 11,92
2025-07-28 13F Pettinga Financial Advisors, LLC 16 939 0,00 607 8,78
2025-07-29 13F Millburn Ridgefield Corp 3 156 100 −5,00 113 115 3,21
2025-08-06 13F Legacy Investment Solutions, LLC 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 44 527 0,03 1 596 8,65
2025-08-14 13F Raymond James Financial Inc 3 375 863 1,50 120 991 10,26
2025-07-14 13F UMA Financial Services, Inc. 152 227 0,18 5 456 8,84
2025-08-13 13F Cary Street Partners Financial Llc 133 227 −18,77 4 775 −11,76
2025-07-29 13F Chicago Partners Investment Group LLC 923 376 −0,06 34 146 12,67
2025-07-25 13F Gw Henssler & Associates Ltd 23 038 156,12 826 178,72
2025-07-30 13F Strategic Blueprint, LLC 52 567 0,96 1 884 9,73
2025-07-08 13F Apella Capital, LLC 12 781 699 8,21 462 825 23,17
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 17 972 0,25 644 8,97
2025-07-16 13F Exeter Financial, LLC 27 937 0,85 1 001 9,64
2025-07-31 13F Red Wave Investments LLC 266 269 −1,21 9 543 7,33
2025-07-15 13F Kraft Asset Management, Llc 483 878 −4,64 17 342 3,60
2025-08-13 13F United Wealth Management, LLC 3 509 007 2,13 125 763 10,95
2025-07-15 13F Optima Capital Llc 206 134 −1,31 7 388 7,21
2025-07-17 13F Smith Chas P & Associates Pa Cpas 6 959 0,00 249 8,73
2025-08-06 13F Atlantic Union Bankshares Corp 5 872 210
2025-07-11 13F Lincoln Capital LLC 7 766 0,00 278 15,83
2025-08-12 13F Pathstone Holdings, LLC 303 303 9,64 10 870 19,11
2025-07-17 13F Charles Schwab Trust Co 0 −100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 101 792 20 631,57 3 648 22 700,00
2025-08-07 13F Strategy Asset Managers Llc 7 122 0,00 255 8,97
2025-08-14 13F TCG Advisory Services, LLC 38 716 −20,48 1 388 −13,64
2025-07-17 13F Avondale Wealth Management 4 000 0,00 143 9,16
2025-08-11 13F Foundation Wealth Management, LLC\PA 348 025 −10,13 12 473 −2,36
2025-08-14 13F Clark Capital Management Group, Inc. 21 614 −27,76 775 −21,58
2025-08-13 13F GeoWealth Management, LLC 4 813 209 −8,71 172 505 −0,82
2025-07-15 13F tru Independence LLC 460 781 1,97 16 514 10,79
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-21 13F Financial Council Asset Management Inc 163 484 3,13 5 859 12,05
2025-07-28 13F Strategent Financial, LLC 67 209 −0,91 2 409 7,64
2025-08-14 13F Mml Investors Services, Llc 1 434 639 4,85 51 13,33
2025-08-04 13F Spire Wealth Management 1 215 0,00 44 7,50
2025-08-13 13F Northern Trust Corp 130 053 96,99 4 661 114,00
2025-07-17 13F SeaBridge Investment Advisors LLC 37 943 0,26 1 360 8,89
2025-07-14 13F Armstrong Advisory Group, Inc 6 252 −9,04 224 −5,49
2025-08-14 13F Diversify Wealth Management, Llc 398 834 −11,66 14 869 1,80
2025-08-04 13F Arcadia Wealth Management, Inc. 938 746 3,15 33 645 12,06
2025-08-14 13F Aqr Capital Management Llc 758 345 53,90 27 179 67,20
2025-07-29 13F Regions Financial Corp 363 539 −3,00 13 029 5,39
2025-07-22 13F Iron Horse Wealth Management, LLC 96 0,00 3 0,00
2025-08-12 13F Wood Tarver Financial Group, LLC 551 0,00 0 −100,00
2025-07-09 13F High Probability Advisors, LLC 30 825 −0,16 1 105 8,45
2025-08-07 13F Meeder Advisory Services, Inc. 16 249 −9,52 582 −1,69
2025-08-13 13F Colonial Trust Co / SC 17 949 0,00 643 8,61
2025-08-11 13F von Borstel & Associates, Inc. 3 349 885 10,26 123 22,00
2025-08-14 13F Sand Hill Global Advisors, LLC 26 985 0,00 967 8,65
2025-07-09 13F Sapient Capital Llc 0 −100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 6 862 0,07 246 9,38
2025-07-16 13F Cadent Capital Advisors, LLC 54 686 0,02 1 960 8,65
2025-08-13 13F Capital Group Private Client Services, Inc. 347 846 1,51 12 467 10,28
2025-08-14 13F Knightsbridge Asset Management, Llc 329 939 −3,20 11 825 5,17
2025-07-17 13F Black Point Wealth Management 8 044 −74,19 288 −71,96
2025-07-17 13F Stone Point Wealth LLC 132 615 2,50 4 753 11,34
2025-07-23 13F First Financial Group Corp 158 708 8,97 5 688 18,40
2025-07-15 13F Eaton Financial Holdings Company, LLC 79 546 2 851
2025-08-14 13F Two Sigma Securities, Llc 13 726 492
2025-07-07 13F Wesbanco Bank Inc 127 890 4 584
2025-08-01 13F Facet Wealth, Inc. 22 555 −17,75 826 −8,43
2025-07-15 13F Cranbrook Wealth Management, LLC 207 0,00 7 16,67
2025-07-18 13F PBMares Wealth Management LLC 1 104 569 10,68 39 588 20,24
2025-07-30 13F Phillips Financial Management, Llc 761 413 0,58 27 289 9,27
2025-08-12 13F Gladstone Institutional Advisory LLC 6 422 230
2025-07-25 13F G2 Capital Management, Llc / Oh 7 936 −24,30 284 −17,68
2025-07-15 13F Vestment Financial LLC 1 004 773 3,11 36 338 12,42
2025-07-18 13F BCO Wealth Management LLC 794 892 2,29 28 487 11,12
2025-08-11 13F Babb Wealth Advisors LLC 700 112 2,87 25 092 11,75
2025-07-03 13F CPA Asset Management LLC 16 883 0,00 605 8,81
2025-07-23 13F Tcfg Wealth Management, Llc 106 346 −1,81 3 811 6,66
2025-07-28 13F Copia Wealth Management 2 210 79
2025-08-06 13F Vestmark Advisory Solutions, Inc. 8 809 842 108,94 315 745 127,00
2025-08-11 13F Hopwood Financial Services, Inc. 22 370 0,00 802 8,68
2025-07-16 13F Vestia Personal Wealth Advisors 356 460 12,70 12 774 22,44
2025-07-14 13F ABLE Financial Group, LLC 703 176 −23,05 25 202 −16,41
2025-07-23 13F HMV Wealth Advisors, LLC 180 577 10,98 6 472 20,55
2025-08-12 13F J.w. Cole Advisors, Inc. 68 457 142,76 2 453 163,76
2025-08-11 13F Brown Brothers Harriman & Co 3 000 0,00 108 9,18
2025-07-28 13F Wealthspan Partners, Llc 84 303 −6,48 3 021 1,61
2025-08-14 13F Safeguard Investment Advisory Group, LLC 2 486 567 −2,95 89 118 5,44
2025-07-25 13F Index Fund Advisors, Inc. 105 843 2,46 3 793 11,33
2025-07-28 13F Disciplined Equity Management, Inc. 36 300 0,64 1 301 9,34
2025-08-13 13F Lido Advisors, LLC 75 651 32,85 2 711 44,36
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-08-14 13F Moneta Group Investment Advisors Llc 129 865 −2,00 4 654 6,47
2025-07-09 13F GEM Asset Management, LLC 143 429 1,54 5 194 11,08
2025-07-15 13F SJS Investment Consulting Inc. 8 924 449 −3,19 319 852 5,17
2025-08-08 13F Strategies Wealth Advisors, LLC 7 661 −5,30 275 3,01
2025-08-14 13F MGB Wealth Management, LLC 25 811 −30,08 925 −23,99
2025-07-22 13F Team Financial Group, LLC 975 35
2025-08-26 13F Nautilus Advisors LLC 86 542 3,89 3 102 12,85
2025-07-31 13F Fielder Capital Group LLC 8 319 −10,64 298 −2,93
2025-08-04 13F Hantz Financial Services, Inc. 10 282 0
2025-08-14 13F Beaird Harris Wealth Management, LLC 49 829 0,04 1 786 8,64
2025-07-18 13F Lockerman Financial Group, Inc. 13 526 0,00 485 8,52
2025-07-17 13F CogentBlue Wealth Advisors, LLC 16 741 0,00 600 8,51
2025-07-15 13F Foster Victor Wealth Advisors, LLC 17 118 0,30 624 17,33
2025-05-05 13F Lindbrook Capital, Llc 6 850 0,00 226 −4,66
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 6 832 0,25 245 8,93
2025-07-14 13F Abound Wealth Management 1 135 −13,42 41 −6,98
2025-08-08 13F KM Capital Management Ltd. 60 470 −5,13 2 167 3,09
2025-07-29 13F Straight Path Wealth Management 1 463 137 10,34 52 439 19,87
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 18 157 0,00 651 8,70
2025-07-22 13F HFM Investment Advisors, LLC 2 558 691 −5,83 91 703 2,31
2025-08-08 13F MTM Investment Management, LLC 11 294 405
2025-07-30 13F BlueChip Wealth Advisors LLC 5 811 −11,43 208 −3,70
2025-07-14 13F Abacus Wealth Partners, LLC 152 934 −0,04 5 481 8,60
2025-08-05 13F Sensible Money, LLC 1 888 686 4,81 67 691 13,87
2025-07-17 13F Sage Rhino Capital Llc 19 376 3,28 694 12,30
2025-08-13 13F Townsquare Capital Llc 42 116 −81,60 1 509 −80,01
2025-08-01 13F SYM FINANCIAL Corp 15 617 7,80 560 17,19
2025-08-07 13F Winch Advisory Services, LLC 472 0,21 17 6,67
2025-08-14 13F Seneschal Advisors, LLC 76 475 −3,25 2 741 5,10
2025-07-15 13F Significant Wealth Partners LLC 9 762 0,00 350 8,39
2025-08-14 13F Parvin Asset Management, LLC 500 0,00 18 6,25
2025-07-03 13F Trust Co of the South 1 310 513 4,06 46 969 13,05
2025-08-18 13F N.E.W. Advisory Services LLC 591 946 −7,17 21 215 0,85
2025-08-11 13F M Wealth Management, LLC 133 617 −5,62 4 789 2,53
2025-04-23 13F Sabal Trust CO 24 135 15,32 796 10,10
2025-07-25 13F Sovereign Financial Group, Inc. 11 389 408
2025-07-30 13F Exencial Wealth Advisors, Llc 70 640 1,10 2 532 9,80
2025-08-06 13F New Millennium Group LLC 5 212 0,31 187 8,77
2025-07-31 13F Glass Jacobson Investment Advisors llc 820 0,00 29 3,57
2025-08-14 13F Camarda Financial Advisors, LLC 7 267 0,00 260 8,79
2025-08-13 13F Brown Advisory Inc 106 522 −11,89 3 818 −4,29
2025-07-15 13F Fifth Third Bancorp 48 195 0,00 1 727 8,68
2025-08-12 13F Coston, McIsaac & Partners 42 329 0,70 2 0,00
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 57 831 2 073
2025-07-15 13F Bfsg, Llc 2 164 0,00 78 8,45
2025-07-17 13F HB Wealth Management, LLC 1 850 414 101,30 66 319 118,69
2025-08-08 13F Altiora Financial Group, LLC 3 013 823 −1,02 108 015 7,53
2025-07-22 13F USAdvisors Wealth Management, LLC 98 464 0,99 4 0,00
2025-08-08 13F Good Life Advisors, LLC 5 800 208
2025-07-14 13F Cherrydale Wealth Management, Llc 1 170 032 0,63 41 934 9,32
2025-08-13 13F bLong Financial, LLC 19 784 0,00 709 8,74
2025-07-17 13F Smith Anglin Financial, LLC 10 841 0,30 389 8,99
2025-08-04 13F Great Lakes Retirement, Inc. 300 211 0,00 10 760 8,64
2025-07-16 13F Rebalance, Llc 16 910 0,30 606 8,99
2025-08-06 13F Hoxton Planning & Management, LLC 0 −100,00 0 −100,00
2025-07-15 13F BostonPremier Wealth LLC 15 201 0,30 545 9,02
2025-07-31 13F Cardinal Point Capital Management, ULC 880 460 4,45 31 556 13,47
2025-08-13 13F SCS Capital Management LLC 28 110 0,00 1 007 8,63
2025-08-08 13F Advyzon Investment Management, LLC 8 822 316
2025-07-31 13F LJI Wealth Management, LLC 84 490 −3,50 3 028 4,85
2025-07-16 13F Meredith Wealth Planning 23 580 845
2025-07-23 13F Valmark Advisers, Inc. 13 374 1,48 479 10,37
2025-08-08 13F Renasant Bank 27 916 −2,50 1 001 5,93
2025-07-16 13F Plancorp, LLC 10 742 511 1,64 385 012 10,42
2025-08-06 13F Savant Capital, LLC 7 383 914 −4,04 264 639 4,25
2025-07-28 13F Mission Hills Financial Advisory, LLC 0 −100,00 0
2025-07-31 13F CVA Family Office, LLC 465 257 2,98 16 675 11,88
2025-08-12 13F Landing Point Financial Group, LLC 47 981 26,25 1 720 37,19
2025-04-23 13F KG&L Capital Management,LLC 0 −100,00 0
2025-08-06 13F Longview Financial Advisors LLC 701 057 3,60 25 126 12,55
2025-08-06 13F Financial Alternatives, Inc 620 023 0,79 22 222 9,49
2025-08-13 13F First National Advisers, LLC 8 158 0,00 292 8,55
2025-05-14 13F Prosperitas Financial LLC 0 −100,00 0 −100,00
2025-08-05 13F Integrity Wealth Solutions LLC 150 469 0,30 5 393 8,95
2025-07-16 13F Perigon Wealth Management, LLC 1 580 725 −1,20 56 653 7,34
2025-07-21 13F Exchange Capital Management, Inc. 11 387 0,00 408 8,80
2025-08-08 13F Glassman Wealth Services 1 465 411 5,90 52 520 15,05
2025-07-10 13F Rfg Holdings, Inc. 8 302 298
2025-08-05 13F American Capital Advisory, LLC 700 142 −0,32 25 093 8,30
2025-07-24 13F IFP Advisors, Inc 60 758 −7,28 2 178 0,74
2025-08-14 13F Family Office Research LLC 328 093 −9,40 11 759 −1,58
2025-07-24 13F Edge Financial Advisors LLC 13 378 −68,74 480 −66,05
2025-07-14 13F S.A. Mason LLC 830 0,00 30 7,41
2025-07-22 13F Evensky & Katz LLC 649 0,31 0
2025-07-28 13F IFG Advisors, LLC 182 799 −0,39 6 552 8,23
2025-07-10 13F Stewardship Advisors, LLC 32 981 7,59 1 182 16,91
2025-08-13 13F Haverford Trust Co 7 239 0,00 259 8,82
2025-07-09 13F Seaside Wealth Management, Inc. 66 981 1,91 2 401 10,70
2025-07-23 13F Roundview Capital LLC 42 090 0,30 1 509 8,96
2025-07-14 13F Sowell Financial Services LLC 159 276 −1,24 5 708 7,29
2025-07-15 13F Tenon Financial LLC 8 666 0,00 311 8,77
2025-07-22 13F Simplicity Wealth,LLC 851 416 54,65 30 515 68,01
2025-07-30 13F Probity Advisors, Inc. 38 944 0,00 1 396 8,64
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1 492 982 5,74 54 15,22
2025-08-12 13F Hill Investment Group Partners, LLC 678 767 −34,13 24 327 −28,44
2025-07-14 13F BetterWealth, LLC 2 816 105 2,82 100 929 11,71
2025-08-11 13F Wealthspire Advisors, LLC 7 865 701 −5,45 281 907 2,72
2025-08-07 13F Verus Capital Partners, Llc 13 956 −67,72 500 −64,94
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-07-09 13F Reyes Financial Architecture, Inc. 12 411 0,00 445 8,56
2025-07-21 13F Keb Asset Management, Llc 2 008 195 1,16 71 974 9,90
2025-07-30 13F EnRich Financial Partners LLC 13 004 −5,65 466 2,64
2025-08-14 13F Bbr Partners, Llc 9 660 −46,16 346 −41,46
2025-07-23 13F Ellsworth Advisors, LLC 7 927 −7,36 284 0,71
2025-07-24 13F VanderPol Investments L.L.C. 23 685 −7,62 849 0,36
2025-09-04 13F/A Advisor Group Holdings, Inc. 3 264 760 −18,08 116 684 −11,25
2025-07-31 13F Planning Center, Inc. 2 094 750 3,56 75 076 12,51
2025-08-07 13F Timonier Family Office, LTD. 13 599 −12,80 487 −5,25
2025-08-06 13F Disciplined Investors, L.L.C. 28 562 0,18 1 024 8,83
2025-08-13 13F Ark & Tlk Investments, Llc 2 032 769 2,67 72 854 11,54
2025-05-12 13F Sandy Spring Bank 5 854 5,50 193 1,05
2025-08-18 13F/A Kestra Investment Management, LLC 53 969 53,97 1 934 67,30
2025-07-24 13F Accredited Investor Services, Llc 84 475 0,02 3 028 8,65
2025-07-29 13F Financial Synergies Wealth Advisors, Inc. 32 441 0,30 1 163 8,90
2025-07-30 13F Caliber Wealth Management, LLC / KS 49 839 −4,07 1 786 4,20
2025-08-14 13F Hancock Whitney Corp 27 973 1 003
2025-08-05 13F Sigma Planning Corp 14 007 30,07 502 41,41
2025-07-11 13F Andrews, Lucia Wealth Management Llc 1 860 710 −2,26 66 688 1,27
2025-07-10 13F Baker Tilly Financial, Llc 23 188 0,30 831 9,06
2025-07-31 13F City State Bank 76 311 2,25 2 735 11,05
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3 946 463 −1,75 141 441 6,39
2025-07-11 13F Pioneer Wealth Management Group 83 354 −22,10 2 987 −15,38
2025-07-16 13F Gradient Capital Advisors, LLC 25 497 9,16 914 18,57
2025-07-22 13F Confluence Wealth Services, Inc. 23 383 1,41 838 15,91
2025-05-15 13F Human Investing LLC 0 −100,00 0
2025-07-08 13F Richard P Slaughter Associates Inc 25 188 0,00 903 8,67
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 1 981 414 3,39 71 014 20,94
2025-07-29 13F Horst & Graben Wealth Management LLC 7 310 −0,05 262 8,30
2025-08-11 13F VSM Wealth Advisory, LLC 194 842 7,37 6 983 16,66
2025-08-19 13F Advisory Services Network, LLC 26 773 0,67 981 11,74
2025-08-11 13F Johnson Financial Group, LLC 15 089 0,00 541 8,65
2025-05-01 13F Lane & Associates LLC 35 848 7,32 1 183 −0,76
2025-07-23 13F Pillar Financial Advisors, LLC 7 780 0,15 279 8,59
2025-07-10 13F Financial Management Network Inc 7 700 0,00 281 23,25
2025-07-11 13F Pinnacle Bancorp, Inc. 3 605 0,00 129 9,32
2025-08-01 13F Milestone Asset Management Group, LLC 6 414 0,36 230 9,05
2025-07-14 13F Harbor Group, Inc. 13 783 −4,10 494 4,01
2025-07-22 13F Firethorn Wealth Partners, Llc 408 444 −6,19 14 639 1,91
2025-08-08 13F Grandfield & Dodd, Llc 8 043 −11,06 288 −3,36
2025-07-22 13F Gemmer Asset Management LLC 264 491 4,21 9 479 13,22
2025-08-13 13F MBM Wealth Consultants, LLC 6 940 0,00 249 8,77
2025-04-01 13F Modus Advisors, LLC 0 −100,00 0 −100,00
2025-07-18 13F Cooper Financial Group 30 042 0,00 1 077 8,58
2025-08-05 13F Tsfg, Llc 31 0,00 0
2025-08-11 13F Trajan Wealth LLC 532 678 −15,14 19 091 −7,81
2025-07-07 13F Rf&l Wealth Management, Llc 287 575 0,62 10 307 9,31
2025-08-05 13F Bridgewater Advisors Inc. 202 064 −0,36 7 452 13,60
2025-08-14 13F Camden Capital, LLC 21 994 788
2025-07-14 13F Maryland Capital Advisors Inc. 2 104 −3,57 75 5,63
2025-07-29 13F Two West Capital Advisors LLC 319 580 −0,16 11 847 18,92
2025-07-21 13F Mendota Financial Group, LLC 21 341 0,00 765 8,52
2025-08-05 13F Aviance Capital Partners, LLC 61 523 0,61 2 205 9,27
2025-07-22 13F Belpointe Asset Management LLC 7 129 −2,70 256 5,37
2025-07-24 13F Us Bancorp \de\ 46 082 −1,74 1 652 6,72
2025-08-12 13F McGrath & Associates, Inc. 93 077 27,39 3 336 38,38
2025-08-12 13F LPL Financial LLC 17 435 874 0,44 624 902 9,12
2025-07-25 13F Johnson Investment Counsel Inc 18 923 −1,14 678 7,45
2025-04-08 13F Fifth Third Wealth Advisors LLC 0 −100,00 0
2025-07-28 13F Dixon Fnancial Services, Inc. 8 726 313
2025-08-12 13F Running Point Capital Advisors, LLC 147 436 −0,26 5 284 8,37
2025-08-11 13F Heritage Wealth Advisors 32 405 0,00 1 161 8,61
2025-08-12 13F Tableaux Llc 24 000 94,62 24 −94,09
2025-07-25 13F Yarger Wealth Strategies, Llc 71 361 0,30 2 558 8,95
2025-07-30 13F D.a. Davidson & Co. 120 303 −2,17 4 312 6,26
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 6 658 239
2025-08-12 13F Calton & Associates, Inc. 0 −100,00 0
2025-04-29 13F Callan Capital, LLC 110 165 −6,50 3 634 −10,82
2025-07-17 13F Oakworth Capital, Inc. 48 163 8,37 1 726 17,74
2025-08-04 13F Bordeaux Wealth Advisors LLC 10 010 −11,78 359 −4,28
2025-07-14 13F BlueSky Wealth Advisors, LLC 163 179 0,00 5 848 8,64
2025-07-29 13F Stratos Wealth Partners, LTD. 314 456 −0,17 11 270 8,46
2025-08-14 13F Kovitz Investment Group Partners, LLC 116 745 5,16 4 184 14,25
2025-07-22 13F Yoder Wealth Management, Inc. 21 007 0,00 753 8,51
2025-07-29 13F Stratos Wealth Advisors, LLC 100 804 −0,84 3 613 7,72
2025-08-12 13F Howe & Rusling Inc 2 114 0,00 76 8,70
2025-08-06 13F Commonwealth Equity Services, Llc 8 735 571 −9,53 313 −1,57
2025-08-08 13F Kingsview Wealth Management, LLC 34 660 0,06 1 242 8,76
2025-07-16 13F TCI Wealth Advisors, Inc. 2 003 861 −2,62 71 818 5,79
2025-07-21 13F 25 Llc 76 817 1,89 2 753 10,70
2025-08-05 13F Astra Wealth Partners LLC 26 442 0,00 948 8,60
2025-07-15 13F Axis Wealth Partners, LLC 46 933 5,20 1 682 14,34
2025-08-14 13F DecisionPoint Financial, LLC 3 362 415 5,27 121 181 15,00
2025-07-15 13F Retirement Income Solutions, Inc 9 410 −23,79 337 −17,20
2025-08-07 13F Resources Investment Advisors, LLC. 3 523 004 −2,43 126 264 6,00
2025-08-14 13F Connecticut Wealth Management, LLC 37 293 0,00 1 337 8,62
2025-08-14 13F Glen Eagle Advisors, LLC 10 778 0,00 386 8,73
2025-07-10 13F Wedmont Private Capital 74 775 43,67 2 726 68,31
2025-07-18 13F Citrine Capital LLC 23 705 0,14 850 8,85
2025-07-15 13F Buttonwood Financial Advisors Inc. 88 260 0,00 3 163 8,66
2025-08-14 13F Caerus Investment Advisors, LLC 126 041 −0,26 4 517 8,37
2025-07-09 13F Aurelius Family Office LLC 719 629 −0,84 25 792 7,72
2025-05-13 13F Neuberger Berman Group LLC 0 −100,00 0
2025-05-14 13F Torno Capital, Llc Call 0 −100,00 0 −100,00
2025-08-07 13F Hughes Financial Services, LLC 1 545 0,00 57 9,80
2025-08-13 13F Summit Wealth Group Llc / Co 96 678 3 465
2025-07-30 13F TFB Advisors LLC 15 389 −6,87 552 1,10
2025-08-13 13F Integrity Investment Advisors, LLC 47 864 −0,90 1 715 7,66
2025-07-22 13F Merit Financial Group, LLC 521 949 −1,89 18 707 6,59
2025-07-11 13F Prosperity Planning, Inc. 92 836 −0,70 3 327 7,88
2025-07-30 13F Cookson Peirce & Co Inc 53 627 1 922
2025-07-29 13F TFC Financial Management 26 015 0,27 932 9,01
2025-07-30 13F Clifford Swan Investment Counsel Llc 19 902 −2,24 713 6,26
2025-07-28 13F BRYN MAWR TRUST Co 15 440 0,00 553 8,64
2025-08-07 13F Legacy Advisors, LLC 8 543 −96,42 238 126,67
2025-08-12 13F Watchman Group, Inc. 923 746 4,76 33 107 13,81
2025-08-14 13F Acorn Wealth Advisors, LLC 171 695 17,20 6 154 27,34
2025-08-05 13F Huntington National Bank 179 9,15
2025-05-12 13F Cahill Wealth Management, LLC 630 822 14,31 20 811 9,02
2025-08-08 13F Avantax Advisory Services, Inc. 170 197 0,01 6 100 8,64
2025-08-04 13F Assetmark, Inc 2 355 240 −23,87 84 412 −17,29
2025-07-16 13F RWM Asset Management, LLC 13 326 0,00 478 8,66
2025-07-17 13F Legacy Wealth Management, Inc 5 951 213
2025-08-13 13F Balance Wealth, LLC 117 734 −17,01 4 220 −9,85
2025-08-08 13F Tanglewood Legacy Advisors, LLC 50 0,00 2 0,00
2025-07-21 13F Keystone Financial Group, Inc. 120 015 2,17 4 384 14,29
2025-08-11 13F Lowe Brockenbrough & Co Inc 31 964 0,00 1 146 8,63
2025-08-14 13F Glenmede Investment Management, LP 4 380 157
2025-07-03 13F McLean Asset Management Corp 365 195 1,45 13 246 26,36
2025-08-04 13F Capital Performance Advisors Llp 1 568 588 −1,60 56 218 6,90
2025-08-05 13F Texas Bank & Trust Co 12 532 −33,72 449 −27,93
2025-08-05 13F Mission Wealth Management, Lp 504 616 −4,57 18 085 3,67
2025-08-14 13F BancorpSouth Bank 5 701 204
2025-08-11 13F Avantax Planning Partners, Inc. 549 710 −3,45 19 702 4,89
2025-07-14 13F E&G Advisors, LP 9 090 −2,47 326 5,86
2025-08-06 13F Quadrant Private Wealth Management, LLC 22 372 0,00 802 8,54
2025-08-13 13F Baker Avenue Asset Management, LP 72 633 0,00 2 603 8,64
2025-07-29 13F Angeles Wealth Management, Llc 9 303 0,00 333 8,82
2025-07-23 13F Sax Wealth Advisors, Llc 2 121 805 9,35 76 045 18,80
2025-08-07 13F Efficient Advisors, LLC 1 564 813 9,38 56 083 18,83
2025-08-06 13F Rialto Wealth Management, LLC 32 288 −0,11 1 157 8,54
2025-08-12 13F Triune Financial Partners, LLC 3 587 028 −1,79 128 559 6,69
2025-08-14 13F Peapack Gladstone Financial Corp 45 335 −4,97 2 0,00
2025-08-05 13F Lifeworks Advisors, LLC 37 276 0,16 1 336 8,80
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-05-14 13F GDS Wealth Management 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Put 7 100 1 083,33 254 1 236,84
2025-07-02 13F S. R. Schill & Associates 23 826 0,30 854 8,94
2025-07-24 13F CarsonAllaria Wealth Management, Ltd. 23 921 0,17 857 8,89
2025-08-04 13F Horizon Wealth Management, LLC 9 849 −6,68 353 1,15
2025-08-11 13F Rothschild Investment Llc 6 374 0,00 228 8,57
2025-08-14 13F Two Sigma Investments, Lp 33 900 1 215
2025-08-01 13F FSA Advisors, Inc. 9 784 −46,32 351 −41,76
2025-08-14 13F Citadel Advisors Llc Call 36 600 120,48 1 312 139,67
2025-08-11 13F Private Advisor Group, LLC 2 622 336 11,59 93 985 21,23
2025-07-23 13F Trifecta Capital Advisors, LLC 4 492 0,00 161 8,11
2025-04-28 13F Redmont Wealth Advisors Llc 169 6
2025-07-22 13F Sutton Place Investors Llc 234 158 1,12 8 392 9,87
2025-08-06 13F Geometric Wealth Advisors 8 036 958 3,51 288 045 12,46
2025-08-13 13F Vance Wealth, Inc. 1 747 982 4,02 62 648 13,00
2025-07-10 13F Brooklyn FI, LLC 59 966 292,99 2 149 327,24
2025-07-15 13F Ballentine Partners, LLC 46 170 0,00 1 655 8,60
2025-07-23 13F First Merchants Corp 35 422 0,00 1 270 8,65
2025-07-24 13F WMG Financial Advisors, LLC 6 199 0,00 222 8,82
2025-07-30 13F Wbh Advisory Inc 16 464 −0,08 590 8,66
2025-07-25 13F Atria Wealth Solutions, Inc. 56 542 −6,29 2 036 2,31
2025-08-05 13F Freestone Capital Holdings, LLC 87 039 −5,37 3 119 2,80
2025-07-31 13F Kathleen S. Wright Associates Inc. 9 945 56,99 356 71,15
2025-08-01 13F Bessemer Group Inc 14 117 11,13 1
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 −100,00 0
2025-07-11 13F Scratch Capital Llc 550 603 27,17 19 734 38,16
2025-08-14 13F Mariner, LLC 3 744 938 5,52 134 218 14,65
2025-04-22 13F Rappaport Reiches Capital Management, LLC 248 724 −0,43 8 205 −5,03
2025-07-16 13F Tru Independence Asset Management 2, Llc 435 034 17,96 15 592 28,15
2025-08-12 13F Hanover Advisors Inc 9 810 −7,97 352 0,00
2025-07-24 13F Fulcrum Capital LLC 0 −100,00 0
2025-08-08 13F Creative Planning 2 335 241 0,74 83 695 9,45
2025-05-15 13F Glenmede Trust Co Na 4 380 0,00 144 −4,64
2025-08-08 13F Mjp Associates Inc /adv 47 312 −8,39 1 696 −0,47
2025-07-30 13F Jackson Thornton Asset Management, Llc 4 942 183 −0,46 179 154 16,93
2025-07-14 13F Parkshore Wealth Management, Inc. 1 732 376 20,72 62 088 31,15
2025-08-12 13F Argent Trust Co 17 432 0,00 625 8,52
2025-08-14 13F/A Rockefeller Capital Management L.P. 485 254 −0,79 17 392 7,78
2025-08-11 13F Pollock Investment Advisors, LLC 124 401 96,84 4 459 113,92
2025-08-14 13F Vista Capital Partners, Inc. 130 529 9,55 4 678 19,03
2025-08-06 13F First Horizon Advisors, Inc. 3 648 0,00 131 8,33
2025-07-31 13F Buckingham Strategic Partners 15 559 478 −4,97 557 652 3,24
2025-08-05 13F Avant Financial Advisors LLC 39 423 −0,95 1 413 7,54
2025-08-14 13F CoreCap Advisors, LLC 24 259 38,52 869 50,61
2025-07-09 13F Parkside Advisors LLC 84 709 0,00 3 036 8,63
2025-08-07 13F Tillman Hartley LLC 1 768 165 −1,56 63 371 6,95
2025-07-10 13F Threadgill Financial, Llc 15 705 0,00 563 8,49
2025-07-25 13F Wealth Architects, LLC 140 800 4,59 5 046 13,62
2025-08-06 13F Nicholas Hoffman & Company, LLC. 183 110 0,47 6 563 9,15
2025-08-04 13F Roble, Belko & Company, Inc 6 477 0,00 0
2025-08-07 13F Prospect Financial Group LLC 151 726 13,05 5 438 22,81
2025-08-04 13F Savvy Advisors, Inc. 57 835 −15,75 2 073 −8,48
2025-08-06 13F Innealta Capital, Llc 6 452 0,00 231 8,96
2025-08-14 13F Visionary Wealth Advisors 389 126 −1,65 13 946 6,84
2025-08-11 13F NewEdge Wealth, LLC 13 468 0,00 493 10,81
2025-08-13 13F Willis Johnson & Associates, Inc. 5 624 202
2025-08-04 13F Hutchinson Capital Management/ca 140 144 −4,04 5 023 4,23
2025-08-11 13F Principal Securities, Inc. 18 048 −8,75 647 −5,56
2025-08-14 13F UBS Group AG 1 389 280 −10,43 49 792 −2,69
2025-07-24 13F Thompson Investment Management, Inc. 5 569 0,00 200 8,74
2025-07-07 13F Versant Capital Management, Inc 713 091 2,99 25 557 11,89
2025-07-07 13F Global Wealth Strategies & Associates 3 188 50,73 114 65,22
2025-07-18 13F Benchmark Wealth Management, LLC 41 244 31,90 1 478 43,36
2025-08-04 13F IFG Advisory, LLC 965 159 1,00 34 591 9,73
2025-08-11 13F Cascade Wealth Advisors, Inc 64 862 2 388
2025-07-25 13F Concurrent Investment Advisors, LLC 31 898 234,36 1 143 264,01
2025-08-05 13F Magnolia Capital Advisors Llc 27 452 0,30 984 8,98
2025-08-08 13F Citizens Financial Group Inc/ri 68 897 30,06 2 469 41,33
2025-08-13 13F First Trust Advisors Lp 16 674 −22,78 598 −16,15
2025-08-13 13F Truvestments Capital Llc 2 073 0,34 74 8,82
2025-08-07 13F Keystone Financial Services 21 862 −25,07 784 −18,61
2025-07-24 13F PDS Planning, Inc 57 351 0,00 2 055 8,62
2025-07-23 13F Winthrop Advisory Group LLC 331 926 0,54 11 896 9,23
2025-07-21 13F Single Point Partners, LLC 16 123 −16,11 1
2025-08-01 13F Austin Private Wealth, LLC 303 661 33,01 10 883 44,51
2025-07-15 13F Vannoy Advisory Group, Inc. 1 191 249 2,01 42 694 10,82
2025-07-24 13F Williams & Novak, LLC 10 127 4,22 363 12,77
2025-07-17 13F Venture Visionary Partners LLC 160 265 −0,04 5 744 8,58
2025-07-23 13F Pure Portfolios Holdings Llc 11 725 −1,30 420 7,42
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-07-29 13F Wealthstream Advisors, Inc. 4 964 241 1,47 177 918 10,23
2025-08-12 13F Legacy Financial Group, Inc. 573 587 −0,99 20 557 7,56
2025-07-10 13F Fortress Wealth Management, Inc. 34 729 −0,01 1 245 8,65
2025-08-15 13F Fft Wealth Management Llc 27 708 1 014
2025-08-06 13F OneAscent Family Office, LLC 86 479 0,00 3 50,00
2025-08-14 13F Ieq Capital, Llc 114 905 160,82 4 118 183,41
2025-05-02 13F Cable Hill Partners, LLC 16 156 521
2025-07-17 13F Financial Partners Group, LLC 14 175 508
2025-07-31 13F Intelligent Financial Strategies 93 828 21,61 3 363 32,10
2025-08-05 13F Dunhill Financial, LLC 0 −100,00 0
2025-07-10 13F Arbor Wealth Advisors LLC 115 776 0,00 4 149 8,64
2025-07-31 13F FSM Wealth Advisors, LLC 31 121 2,62 1 127 12,60
2025-07-29 13F Level Wealth Management LLC 52 045 0,01 1 865 8,68
2025-08-15 13F WealthCollab, LLC 71 866 0,00 2 576 8,65
2025-07-17 13F Chicago Capital, LLC 7 167 0,00 257 8,47
2025-08-06 13F AE Wealth Management LLC 92 009 27,61 3 298 38,65
2025-07-09 13F Dynamic Advisor Solutions LLC 1 124 306 −0,12 40 295 8,52
2025-07-22 13F Beacon Financial Advisory LLC 24 961 0,00 895 8,63
2025-08-04 13F Waterfront Wealth Inc. 291 758 3,55 10 457 12,49
2025-07-30 13F Forum Financial Management, LP 38 896 661 2,91 1 394 056 11,80
2025-07-24 13F Vantage Point Financial LLC 865 618 4,50 31 024 13,52
2025-08-12 13F Cravens & Co Advisors, LLC 400 819 2,13 14 365 10,95
2025-08-13 13F Rsm Us Wealth Management Llc 81 394 −0,70 2 917 7,88
2025-08-12 13F BWM Planning, LLC 11 399 −4,11 409 4,08
2025-08-05 13F Crestwood Advisors Group LLC 11 193 −14,78 401 −7,39
2025-07-22 13F David Wealth Management LLC 741 701 6,40 26 583 15,59
2025-08-08 13F Cedar Wealth Management, LLC 302 298 0,00 10 834 8,64
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-07-11 13F Ullmann Financial Group, Inc. 8 164 0,29 293 8,96
2025-07-11 13F SILVER OAK SECURITIES, Inc 34 481 1,86 1 236 11,26
2025-07-25 13F Parker Financial LLC 940 536 10,70 33 708 20,24
2025-05-14 13F Flow Traders U.s. Llc 0 −100,00 0
2025-07-16 13F BOS Asset Management, LLC 11 024 1,41 395 10,34
2025-07-16 13F Five Oceans Advisors 363 536 −0,23 13 029 8,39
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-07-31 13F Future You Wealth Llc 62 617 0,00 2 244 8,67
2025-08-07 13F Tfo-tdc, Llc 4 043 598 −0,82 144 923 7,75
2025-07-17 13F Willow Creek Wealth Management Inc. 179 528 11,09 6 434 20,69
2025-07-29 13F Master's Wealth Management Inc. 1 760 277 6,65 63 088 15,86
2025-07-23 13F Traphagen Investment Advisors Llc 15 801 0,30 566 9,06
2025-07-10 13F Pacific Asset Management, LLC 733 965 2,81 26 305 11,69
2025-05-15 13F National Wealth Management Group, LLC 17 119 0,10 565 −4,57
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 28 757 0,00 1 031 8,65
2025-07-25 13F Cwm, Llc 579 774 −3,76 21 5,26
2025-07-02 13F Marotta Asset Management 10 210 0,30 366 4,58
2025-07-15 13F Accurate Wealth Management, LLC 57 813 2 117
2025-08-19 13F Asset Dedication, LLC 4 186 694 5,48 150 051 14,60
2025-08-14 13F Sei Investments Co 131 368 4 708
2025-07-17 13F Dopkins Wealth Management, Llc 946 921 −0,04 33 938 8,59
2025-07-15 13F BKA Wealth Consulting, Inc. 20 667 −1,23 741 7,25
2025-07-31 13F Warburton Capital Management, LLC 2 309 292 2,63 85 14,86
2025-08-11 13F Copperleaf Capital, LLC 163 674 15,33 5 866 25,32
2025-08-14 13F EP Wealth Advisors, Inc. 1 299 720 −11,54 46 582 −3,90
2025-08-12 13F Integrated Advisors Network LLC 374 658 1,09 13 428 9,82
2025-07-10 13F Klaas Financial Asset Advisors, LLC 7 965 0,00 285 8,78
2025-08-12 13F O'shaughnessy Asset Management, Llc 118 112 63,81 4 233 78,01
2025-07-25 13F Concord Asset Management, LLC/VA 84 146 3 016
2025-07-18 13F Bridge Generations Wealth Management Llc 970 048 −6,96 34 767 1,08
2025-08-20 13F/A Coppell Advisory Solutions LLC 6 229 0,00 222 10,45
2025-07-09 13F Emprise Bank 18 097 0,00 649 8,54
2025-07-29 NP EBI - Longview Advantage ETF 789 234 −76,34 27 031 −76,83
2025-07-24 13F JB Capital LLC 29 062 0,24 1 042 8,89
2025-08-08 13F Better Money Decisions, LLC 18 203 −3,54 652 4,82
2025-07-28 13F Cutler Investment Counsel Llc 11 725 −1,68 420 6,87
2025-08-06 13F Garrison Point Advisors, Llc 10 747 0,00 385 8,76
2025-08-04 13F Kovack Advisors, Inc. 20 622 0,00 739 8,68
2025-08-08 13F Larson Financial Group LLC 52 762 −0,01 1 891 8,68
2025-07-23 13F Prime Capital Investment Advisors, LLC 353 940 −37,20 12 685 −31,78
2025-08-12 13F Nemes Rush Group LLC 0 −100,00 0
2025-08-06 13F Wedbush Securities Inc 35 127 −18,67 1 0,00
2025-07-24 13F Grand Wealth Management, Llc 2 045 117 −3,15 73 297 5,22
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 6 885 12,85 247 22,39
2025-08-13 13F Forthright Family Wealth Advisory LLC 292 421 −0,65 10 480 7,93
2025-07-14 13F Baring Financial LLC 146 848 4,46 5 263 13,50
2025-07-24 13F Monument Capital Management 11 012 0,00 395 8,54
2025-08-05 13F Atlas Private Wealth Advisors 182 138 6 528
2025-08-12 13F Franklin Resources Inc 3 450 124
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 725 156 −1,31 25 990 7,22
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 13 319 −0,97 477 7,67
2025-08-13 13F Momentous Wealth Management, Inc. 840 212 4,15 30 113 13,15
2025-08-12 13F Goepper Burkhardt LLC 5 692 −39,60 204 −34,19
2025-07-24 13F Ronald Blue Trust, Inc. 22 035 −1,88 790 6,62
2025-07-31 13F Brighton Jones Llc 1 901 625 4,78 68 154 13,84
2025-07-31 13F Guardian Asset Advisors, LLC 7 143 −6,35 256 2,00
2025-08-07 13F Evoke Wealth, Llc 75 496 179,77 2 706 203,93
2025-08-15 13F Binnacle Investments Inc 490 049 5,84 17 563 14,99
2025-08-13 13F Jones Financial Companies Lllp 53 267 −19,59 1 902 −12,48
2025-07-09 13F Shore Point Advisors, LLC 20 564 54,56 737 68,26
2025-07-29 13F Aspiriant, Llc 324 443 3,29 11 628 12,22
2025-07-09 13F HFG Wealth Management, LLC 67 138 −1,87 2 215 −6,42
2025-08-08 13F Crossmark Global Holdings, Inc. 6 261 0,00 224 8,25
2025-07-28 13F Mutual Advisors, LLC 125 976 −0,97 4 670 14,38
2025-07-15 13F Bannerman Wealth Management Group, Llc 1 160 868 −2,84 41 606 5,56
2025-07-09 13F Affinity Capital Advisors, LLC 25 646 0,00 919 15,16
2025-08-15 13F North Ridge Wealth Advisors, Inc. 1 105 705 1,21 39 628 9,96
2025-08-12 13F FourThought Financial Partners, LLC 0 −100,00 0
2025-08-01 13F Ashton Thomas Private Wealth, LLC 69 636 178,99 2 496 203,16
2025-07-07 13F Discipline Wealth Solutions, LLC 958 576 5,54 34 355 14,65
2025-07-23 13F Morton Capital Management LLC/CA 1 352 041 7,88 48 457 17,20
2025-08-04 13F UNIVEST FINANCIAL Corp 38 022 0,00 1 363 8,61
2025-08-14 13F Essential Planning, LLC. 111 426 26,23 3 993 37,12
2025-07-23 13F Quarry Hill Advisors, Llc 710 019 1,00 25 447 9,72
2025-07-23 13F Ti-trust, Inc 18 395 0,00 659 8,75
2025-08-01 13F Zhang Financial LLC 3 208 908 1,90 115 007 10,71
2025-08-12 13F CIBC Private Wealth Group, LLC 15 266 500,31 547 639,19
2025-07-30 13F Brookstone Capital Management 96 820 195,12 3 470 220,70
2025-08-07 13F Nwam Llc 243 614 6,83 8 731 16,06
2025-08-15 13F Kestra Advisory Services, LLC 1 983 445 5,96 71 087 15,12
2025-08-05 13F Bank of New York Mellon Corp 29 738 0,00 1 066 8,56
2025-05-12 13F Lathrop Investment Management Corp 0 −100,00 0
2025-08-14 13F Ancora Advisors, LLC 1 072 38
2025-08-13 13F Nicolet Advisory Services, Llc 111 409 −3,27 4 016 13,83
2025-08-07 13F CENTRAL TRUST Co 62 505 404,81 2 240 449,02
2025-08-13 13F Cerity Partners LLC 4 094 600 −3,06 146 750 5,31
2025-07-25 13F Lion Street Advisors, LLC 35 086 4,03 1 257 13,04
2025-07-30 13F Whittier Trust Co Of Nevada Inc 10 303 0,00 369 8,85
2025-07-07 13F OMNI 360 Wealth, Inc. 31 103 0,00 1 115 8,58
2025-07-24 13F Robertson Stephens Wealth Management, LLC 761 910 −1,04 27 307 7,51
2025-08-11 13F Citigroup Inc 137 620 4,24 4 932 13,25
2025-07-14 13F Financial Harvest, LLC 592 874 21 249
2025-07-30 13F Rehmann Capital Advisory Group 590 085 15,01 21 149 24,94
2025-08-11 13F Regal Investment Advisors LLC 10 600 0,00 380 8,60
2025-08-14 13F Wharton Business Group, LLC 30 402 1
2025-07-09 13F Market Street Wealth Management Advisors Llc 8 826 316
2025-07-14 13F Farmers & Merchants Investments Inc 2 654 0,00 95 9,20
2025-08-08 13F Francis Financial, Inc. 14 876 0,00 533 8,78
2025-07-18 13F Bartlett & Co. Wealth Management Llc 10 255 0,00 368 8,58
2025-08-13 13F Meridian Wealth Partners, LLC 2 702 281 −1,68 96 850 6,82
2025-07-11 13F/A Umb Bank N A/mo 809 620 −0,16 29 017 8,47
2025-07-10 13F Mogy Joel R Investment Counsel Inc 7 380 0,00 264 8,64
2025-07-31 13F 180 Wealth Advisors, Llc 6 806 244
2025-04-17 13F Vista Wealth Management Group, LLC 1 623 446 −2,81 53 557 −7,31
2025-08-11 13F Conquis Financial Llc 209 011 −5,39 7 491 2,77
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 499 18
2025-07-25 13F LRI Investments, LLC 2 397 655 −0,52 85 932 8,08
2025-07-29 13F Signature Estate & Investment Advisors Llc 18 757 0,17 672 8,91
2025-08-05 13F Gilbert & Cook, Inc. 20 142 0,01 722 8,58
2025-07-17 13F Porter White Investment Advisors, Inc. 2 445 554 −3,69 87 649 4,66
2025-07-15 13F Great Oak Capital Partners, Llc 59 296 −7,25 2 157 −1,95
2025-08-14 13F Jane Street Group, Llc Call 0 −100,00 0
2025-08-11 13F Morling Financial Advisors, LLC 14 490 0,00 519 8,58
2025-07-22 13F Wealthcare Advisory Partners LLC 1 428 736 2,87 51 206 11,76
2025-08-04 13F Arkadios Wealth Advisors 0 −100,00 0
2025-08-14 13F Full Sail Capital, LLC 13 472 69,33 483 83,97
2025-08-14 13F First Foundation Advisors 6 430 0,00 230 8,49
2025-07-17 13F Symmetry Partners, LLC 3 901 103 6,65 139 816 15,87
2025-07-03 13F Collective Family Office Llc 32 293 0,00 1 157 8,64
2025-07-11 13F Rockwood Wealth Management, LLC 10 662 349 4,89 382 139 13,95
2025-07-31 13F Core Wealth Management, Inc. 2 992 083 1,48 107 236 10,25
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 34 921 0,00 1 152 115 100,00
2025-08-12 13F Burk Holdings LLC 11 008 1,55 395 10,36
2025-08-07 13F Retirement Solution Inc. 563 574 13,04 20 198 22,81
2025-08-05 13F Cherry Tree Wealth Management, LLC 336 024 0,53 12 043 9,21
2025-08-06 13F Entrewealth, Llc 133 852 −40,35 4 797 −35,19
2025-08-13 13F Gibbs Wealth Management 14 466 518
2025-07-18 13F Truist Financial Corp 858 629 0,49 30 773 9,17
2025-08-19 13F National Asset Management, Inc. 15 687 −11,15 562 −7,87
2025-07-15 13F Mather Group, Llc. 792 365 −4,87 28 398 3,35
2025-04-14 13F Greenspring Advisors, LLC 6 691 927 −9,35 220 767 −13,54
2025-08-13 13F Northwestern Mutual Wealth Management Co 597 872 63,48 21 428 77,60
2025-08-13 13F River Wealth Advisors LLC 7 403 0,00 265 8,61
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 11 102 −0,84 398 7,59
2025-07-23 13F Arcadia Investment Advisors Llc 1 738 0,00 62 8,77
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 43 734 1,17 1 567 9,89
2025-07-30 13F Gables Capital Management Inc. 3 000 108
2025-07-14 13F Conrad Siegel Investment Advisors, Inc. 3 055 222 1,22 109 499 9,97
2025-08-07 13F Lakeridge Wealth Management LLC 76 847 −33,54 2 754 −27,79
2025-08-14 13F Modern Wealth Management, LLC 12 590 −0,35 451 8,41
2025-07-29 13F Oxbow Advisors, LLC 10 907 0,00 391 8,64
2025-07-07 13F Investors Research Corp 3 135 0,00 112 8,74
2025-05-15 13F Wealth Management Strategies, Inc. 491 315 7,26 16 208 10 158,23
2025-07-25 13F Hemington Wealth Management 418 748 −5,62 15 7,14
2025-08-14 13F RMB Capital Management, LLC 97 762 1 053,53 3 504 1 155,56
2025-08-14 13F Financial Engines Advisors L.L.C. 3 147 537 2,05 112 808 10,87
2025-07-16 13F Embree Financial Group 6 837 0,00 245 8,89
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 364 936 −35,89 13 078 −30,32
2025-07-08 13F Peirce Capital Management, LLC 827 618 −1,50 29 662 7,01
2025-08-06 13F Modera Wealth Management, LLC 5 074 660 −0,97 181 876 7,58
2025-08-06 13F Csenge Advisory Group 47 583 5,18 1 630 16,69
2025-08-11 13F Mosaic Family Wealth Partners, Llc 36 091 −2,76 1 294 5,64
2025-08-12 13F Financial Advocates Investment Management 81 092 −1,76 2 906 6,72
2025-08-14 13F Comerica Bank 1 695 991 −0,76 60 784 7,81
2025-07-02 13F Helen Stephens Group, LLC 752 894 −2,80 26 984 5,60
2025-07-22 13F Berger Financial Group, Inc 188 141 1,99 6 743 10,80
2025-07-18 13F Liberty Capital Management, Inc. 72 322 0,00 2 592 8,68
2025-07-15 13F Well Done, LLC 0 −100,00 0
2025-07-16 13F Signaturefd, Llc 21 142 −0,02 758 8,61
2025-04-17 13F Ritholtz Wealth Management 0 −100,00 0
2025-07-29 13F Werba Rubin Papier Wealth Management 128 339 9,82 4 600 19,30
2025-07-30 13F Bayshore Asset Management, Llc 1 177 574 2,26 42 204 11,09
2025-08-12 13F Passive Capital Management, LLC. 1 237 703 6,12 44 607 15,93
2025-07-22 13F Warwick Investment Management, Inc. 2 496 805 −0,73 89 486 7,85
2025-08-12 13F Archer Investment Corp 308 0,00 11 10,00
2025-08-05 13F Jessup Wealth Management, Inc 9 243 0,00 331 8,88
2025-07-23 13F Matisse Capital 9 431 0,30 338 9,03
2025-08-05 13F Cassaday & Co Wealth Management LLC 50 831 −0,42 1 822 8,14
2025-07-31 13F Sage Mountain Advisors LLC 64 523 0,00 2 313 8,65
2025-08-13 13F Tranquilli Financial Advisor LLC 109 222 9,89 3 915 19,40
2025-07-18 13F Heritage Financial Services, LLC 4 672 759 −16,74 167 472 −9,55
2025-08-05 13F McBroom & Associates, LLC 9 403 0,00 310 0,00
2025-08-13 13F Trustmark National Bank Trust Department 39 113 0,00 1 402 8,60
2025-05-15 13F CAPROCK Group, Inc. 99 799 −0,59 3 292 −5,18
2025-08-27 13F/A Brinker Capital Investments, LLC 1 503 141 111,28 53 873 129,54
2025-08-18 13F Geneos Wealth Management Inc. 589 951 0,62 21 144 9,31
2025-07-22 13F Accel Wealth Management 7 236 0,07 259 8,82
2025-08-11 13F Bell Investment Advisors, Inc 15 776 0,00 565 8,65
2025-08-04 13F Murphy Pohlad Asset Management LLC 22 504 0,00 807 8,63
2025-07-21 13F Qrg Capital Management, Inc. 27 530 38,73 987 50,76
2025-07-23 13F Austin Asset Management Co Inc 4 190 962 4,70 150 204 13,74
2025-07-15 13F Oak Wealth Advisors LLC 17 519 −10,50 628 −2,79
2025-08-14 13F Royal Bank Of Canada 3 215 953 2,49 115 260 11,35
2025-08-01 13F Red Lighthouse Investment Management, Llc 1 074 687 −2,08 38 517 9,84
2025-07-16 13F Squire Investment Management Company, LLC 992 552 1,93 35 573 10,74
2025-08-14 13F Bank Of America Corp /de/ 4 833 081 7,12 173 218 16,37
2025-07-25 13F Almanack Investment Partners, LLC. 32 866 0,00 1 178 8,58
2025-08-01 13F SwitchPoint Financial Planning, LLC 660 441 −2,68 23 670 5,73
2025-08-08 13F Security Financial Services, INC. 20 260 0,00 726 8,68
2025-07-07 13F Schulz Wealth, LTD. 795 734 8,25 28 519 17,60
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 42 815 0,00 1 575 19,70
2025-07-14 13F Iams Wealth Management, Llc 9 646 0,00 346 8,49
2025-07-23 13F HTG Investment Advisors, Inc. 761 703 1,06 27 299 9,79
2025-07-30 13F Retirement Planning Group 98 311 −0,87 3 523 7,70
2025-08-07 13F Commerce Bank 32 319 0,00 1 158 8,63
2025-08-14 13F Freedom Financial Partners LLC 222 040 −1,53 7 958 6,98
2025-04-02 13F Marcum Wealth, LLC 60 082 0,17 1 982 −4,44
2025-07-16 13F Essex Financial Services, Inc. 8 483 8,09 304 17,83
2025-08-08 13F Empower Advisory Group, LLC 12 975 0,00 465 8,64
2025-07-18 13F Client 1st Advisory Group, Llc 1 214 514 −6,53 43 528 1,54
2025-07-25 13F Keener Financial Planning LLC 62 582 0,00 2 0,00
2025-06-26 NP DFAW - Dimensional World Equity ETF 10 814 333 15,48 348 979 4,48
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 4 513 314 −0,97 164 826 9,63
2025-07-25 13F JustInvest LLC 36 213 −0,00 1 298 8,63
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-15 13F Fortitude Family Office, LLC 4 716 41,49 169 55,05
2025-08-12 13F SRS Capital Advisors, Inc. 301 461 −14,53 10 804 −7,14
2025-07-18 13F SimpliFi, Inc. 8 516 305
2025-08-14 13F Destination Wealth Management 16 194 0,00 580 8,61
2025-08-11 13F Inspire Advisors, LLC 8 405 0,29 301 9,06
2025-08-11 13F WPWealth LLP 140 000 2,52 5 018 11,39
2025-07-18 13F Naples Global Advisors, Llc 6 666 0,00 239 8,68
2025-08-05 13F WorthPointe, LLC 1 765 259 1,28 63 267 10,03
2025-07-21 13F Greenwood Capital Associates Llc 14 082 −0,22 505 8,39
2025-07-01 13F Harbor Investment Advisory, Llc 2 637 0,00 95 9,30
2025-07-10 13F Exchange Traded Concepts, Llc 21 846 783
2025-07-15 13F Garrett Investment Advisors LLC 226 513 1,19 8 118 9,94
2025-07-30 13F Studio Investment Management Llc 0 −100,00 0
2025-09-03 13F Ballentine Capital Advisors, Inc 1 507 338 −0,23 54 023 8,39
2025-08-14 13F Aprio Wealth Management, LLC 141 388 −0,90 5 067 7,67
2025-09-09 13F Cambridge Financial Group, LLC 722 717 12,38 25 902 22,10
2025-07-16 13F John W. Brooker & Co., CPAs 0 −100,00 0
2025-08-08 13F Meridian Wealth Management, LLC 110 885 −0,16 3 974 8,49
2025-08-12 13F Vestor Capital, Llc 22 880 123,22 3
2025-07-15 13F Sheets Smith Wealth Management 5 620 201
2025-08-05 13F Simplex Trading, Llc 0 −100,00 0
2025-08-14 13F Evergreen Capital Management Llc 35 483 0,57 1 272 9,29
2025-08-08 13F Sittner & Nelson, Llc 12 385 444
2025-07-28 13F Delap Wealth Advisory, Llc 397 638 2,10 14 251 10,92
2025-07-21 13F DHJJ Financial Advisors, Ltd. 2 855 0,00 102 8,51
2025-08-06 13F Adviser Investments LLC 13 777 −31,68 494 −25,86
2025-07-17 13F ERn Financial, LLC 28 438 −4,82 1 019 3,45
2025-07-22 13F Visionary Horizons, LLC 14 755 41,26 529 53,49
2025-08-14 13F Principal Street Partners, LLC 20 514 100,00 735 117,46
2025-08-11 13F Rockbridge Investment Management, LCC 3 289 923 6,96 117 911 16,20
2025-07-25 13F Acorn Creek Capital Llc 17 909 −15,67 642 −8,43
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 82 896 −0,36 2 971 8,24
2025-08-01 13F JDH Wealth Management, LLC 496 230 −7,60 17 785 0,38
2025-07-14 13F Chapin Davis, Inc. 7 674 0,00 275 8,70
2025-07-18 13F TruNorth Capital Management, LLC 28 519 0,00 1 022 8,72
2025-08-12 13F Northeast Planning Associates, Inc. / Nh / 18 529 0,00 664 8,67
2025-08-13 13F Allium Financial Advisors, Llc 92 057 0,00 3 299 8,66
2025-07-22 13F Olistico Wealth, LLC 49 437 −4,90 1 772 3,33
2025-07-30 13F Eqis Capital Management, Inc. 57 377 1,48 2 056 10,24
2025-07-21 13F Triad Wealth Partners, LLC 168 808 242,69 6 050 272,31
2025-08-13 13F Parkworth Wealth Management, Inc. 454 937 1,63 16 305 10,37
2025-08-05 13F Tiaa Trust, National Association 73 686 −4,05 2 641 4,22
2025-08-13 13F Level Four Advisory Services, Llc 89 042 −0,40 3 191 8,21
2025-08-04 13F Pinnacle Associates Ltd 5 846 210
2025-07-17 13F Janney Montgomery Scott LLC 15 569 3,84 1
2025-07-17 13F Summit Financial Strategies, Inc. 9 240 0,00 331 8,88
2025-07-29 13F Stephens Inc /ar/ 6 872 0,00 246 8,85
2025-07-15 13F RVW Wealth, LLC 144 186 5 168
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 3 664 626 2,22 131 340 11,05
2025-08-15 13F Equitable Holdings, Inc. 1 092 250 1,37 39 146 10,12
2025-08-18 13F Hershey Financial Advisers, LLC 15 211 545
2025-08-04 13F Syverson Strege & Co 3 494 353 0,42 125 238 9,10
2025-08-13 13F Congress Wealth Management LLC / DE / 93 885 4,66 3 365 13,69
2025-08-12 13F Waddell & Associates, Llc 7 840 0,00 281 8,53
2025-07-22 13F Capital Advisors Inc/ok 17 909 −3,18 642 5,08
2025-07-21 13F Ascent Group, LLC 14 214 −2,32 509 6,04
2025-08-08 13F Pnc Financial Services Group, Inc. 44 143 46,48 1 582 59,15
2025-07-31 13F/A Avion Wealth 299 996 −3,30 11 0,00
2025-07-28 13F RFG Advisory, LLC 146 950 −37,44 5 267 −32,04
2025-07-17 13F Elser Financial Planning, Inc 20 599 744
2025-08-06 13F New Dimensions Wealth Management, LLC 744 592 6,35 26 719 15,69
2025-08-14 13F Investmark Advisory Group LLC 222 104 −15,71 7 960 −8,42
2025-08-14 13F Quantinno Capital Management LP 133 236 20,52 4 775 30,93
2025-08-18 13F/A National Bank Of Canada /fi/ 15 628 76,97 563 90,85
2025-07-11 13F Kaufman Rossin Wealth, LLC 181 175 −3,31 6 493 5,05
2025-07-17 13F Mokosak Advisory Group, LLC 8 557 0,30 307 8,90
2025-08-01 13F Cedar Point Capital Partners, LLC 32 274 1 157
2025-07-18 13F Fmb Wealth Management 972 075 13,72 34 839 23,54
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 501 0,00 18 6,25
2025-07-10 13F Ryan Investment Management, Inc. 6 009 215
2025-07-17 13F/A Capital Investment Advisors, LLC 11 304 2,74 405 11,88
2025-07-29 13F Grunden Financial Advisory, Inc. 1 370 394 −2,55 49 115 5,87
2025-07-09 13F Taddei, Ludwig & Associates, Inc. 86 838 0,00 3 112 8,66
2025-07-31 13F McCarthy Asset Management, Inc. 159 757 −2,39 5 726 6,04
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-07-17 13F DiNuzzo Private Wealth, Inc. 920 871 3,05 33 004 11,96
2025-08-14 13F Pinnacle Family Advisors, LLC 6 118 219
2025-07-17 13F Global Trust Asset Management, LLC 9 292 −2,11 333 6,39
2025-08-07 13F Midwest Trust Co 157 969 5 662
2025-07-15 13F Ridgecrest Wealth Partners, Llc 6 544 0,00 235 8,84
2025-08-04 13F Partners in Financial Planning 21 001 1,53 753 10,26
2025-07-15 13F/A Kure Advisory, LLC 81 418 7,33 2 918 16,63
2025-07-25 13F NorthRock Partners, LLC 27 866 −8,92 999 −1,09
2025-07-09 13F Pallas Capital Advisors LLC 76 860 0,00 2 755 8,64
2025-07-15 13F Revisor Wealth Management LLC 25 699 0,00 941 10,98
2025-08-14 13F Advisor OS, LLC 47 312 −8,39 1 696 −0,47
2025-07-22 13F Silver Lake Advisory, LLC 7 377 0,30 264 9,09
2025-08-06 13F True Wealth Design, LLC 1 385 700 −5,01 49 663 3,19
2025-07-23 13F Kingswood Wealth Advisors, Llc 9 555 0,07 342 8,92
2025-07-25 13F Total Clarity Wealth Management, Inc. 100 579 6,58 3 605 10,42
2025-08-14 13F Mercer Global Advisors Inc /adv 56 562 304 5,18 2 027 197 14,27
2025-07-21 13F Synergy Financial Management, LLC 8 210 0,00 294 8,89
2025-08-14 13F Note Advisors, LLC 104 196 10,26 3 734 19,79
2025-08-12 13F Shakespeare Wealth Management, Inc. 46 057 8,41 1 651 17,77
2025-08-13 13F Nicolet Bankshares Inc 37 807 −1,58 1 355 6,95
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-14 13F Betterment LLC 2 961 360 16,00 106 26,19
2025-07-30 13F/A KPP Advisory Services LLC 19 571 0,00 701 8,68
2025-07-24 13F rebel Financial LLC 32 094 1 150
2025-07-29 13F Wingate Wealth Advisors, Inc. 7 071 0,00 253 8,58
2025-08-11 13F Strategic Wealth Partners, Ltd. 50 006 0,00 1 792 −0,28
2025-08-14 13F Main Street Financial Solutions, LLC 95 508 14,41 3 423 24,34
2025-08-08 13F Austin Wealth Management, LLC 381 627 −64,77 13 983 −59,65
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 562 836 −1,96 20 285 7,10
2025-07-23 13F Elevate Wealth Advisory, Inc 23 349 0,09 837 8,71
2025-08-08 13F Advisors Capital Management, LLC 101 111 2,06 3 624 10,86
2025-07-31 13F Jackson Hole Capital Partners, LLC 8 101 0,30 290 9,02
2025-08-14 13F Eaton-Cambridge Inc. 2 516 240 8,75 90 182 18,15
2025-07-01 13F Rowland & Co Investment Counsel/adv 3 879 0,00 139 9,45
2025-08-12 13F Bokf, Na 3 728 0,00 134 9,02
2025-07-23 13F SpringVest Wealth Management LLC 6 068 217
2025-08-05 13F Everest Management Corp. 114 049 0,00 4 088 8,64
2025-08-01 13F Biltmore Family Office, LLC 629 0,00 23 10,00
2025-07-17 13F Applied Capital LLC 1 317 429 4,68 47 217 13,72
2025-07-17 13F Northwest Wealth Management, Llc 1 283 341 −1,91 45 995 6,56
2025-07-09 13F Keystone Wealth Services, LLC 12 697 0,00 455 8,85
2025-08-13 13F SageView Advisory Group, LLC 301 919 −0,66 11 180 11,51
2025-08-14 13F Vident Advisory, LLC 10 189 0,00 365 8,63
2025-07-17 13F Melfa Wealth Management, Llc 315 289 −2,71 11 300 5,70
2025-07-25 13F Apollon Wealth Management, LLC 150 282 −3,83 5 386 4,50
2025-07-28 13F Harbour Investments, Inc. 12 069 11,26 433 21,01
2025-08-05 13F Plante Moran Financial Advisors, LLC 8 485 0,00 304 8,96
2025-08-12 13F Lodestone Wealth Management LLC 6 705 0,00 240 8,60
2025-08-05 13F Mason Investment Advisory Services, Inc. 38 986 0,30 1 397 8,97
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 9 640 0,00 346 8,83
2025-07-29 13F Balboa Wealth Partners 15 115 −2,97 542 5,46
2025-08-01 13F Envestnet Asset Management Inc 54 829 103 5,02 1 965 075 14,10
2025-07-14 13F AdvisorNet Financial, Inc 660 840 6,56 23 685 15,77
2025-07-15 13F EWG Elevate Inc. 39 465 1 414
2025-07-29 13F Financial Symmetry Inc 1 420 278 15,48 50 903 25,46
2025-07-17 13F XY Planning Network, Inc. 456 678 15,95 16 367 25,97
2025-07-18 13F BCU Wealth Advisors, LLC 2 702 245 6,08 96 848 15,25
2025-07-10 13F Strathmore Capital Advisors, Inc. 1 135 804 38,48 41 400 45,92
2025-08-04 13F BLB&B Advisors, LLC 9 455 0,00 339 8,68
2025-08-01 13F Transcend Wealth Collective, Llc 156 566 17,55 5 611 27,70
2025-08-15 13F CI Private Wealth, LLC 4 796 300 −7,82 171 900 0,14
2025-08-14 13F IHT Wealth Management, LLC 43 865 0,01 1 572 8,71
2025-08-12 13F Park Square Financial Group, LLC 687 0,00 25 9,09
2025-07-11 13F Farther Finance Advisors, LLC 436 238 9,13 15 635 18,16
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-13 13F WCG Wealth Advisors LLC 60 331 −16,95 2 162 −9,77
2025-08-07 13F Samalin Investment Counsel, LLC 80 694 12,85 2 892 22,65
2025-08-06 13F Cloud Capital Management, LLC 642 464 −6,59 24 4,55
2025-07-14 13F Chico Wealth RIA 1 639 124 0,90 58 746 9,62
2025-08-04 13F Pensionmark Financial Group, Llc 30 034 −13,57 1 076 −6,11
2025-08-04 13F Simon Quick Advisors, Llc 8 395 0,00 301 8,70
2025-08-05 13F Oakwell Private Wealth Management, LLC 27 914 0,00 1 000 8,70
2025-07-23 13F Fortis Advisors, LLC 26 090 −21,63 935 −14,85
2025-07-30 13F Black Diamond Financial, LLC 0 −100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 696 150 23,62 24 950 34,30
2025-07-18 13F Magnolia Private Wealth, LLC 8 296 0,00 297 8,79
2025-07-10 13F NorthCrest Asset Manangement, LLC 8 677 0,05 317 10,49
2025-08-14 13F CoreFirst Bank & Trust 5 816 208
2025-07-11 13F Busey Wealth Management 21 917 0,00 786 8,58
2025-08-08 13F Hartland & Co., LLC 7 857 50,00 282 63,37
2025-08-12 13F MAI Capital Management 140 511 7,29 5 036 16,55
2025-08-14 13F Operose Advisors LLC 5 557 0,00 199 8,74
2025-07-15 13F Bay Capital Advisors, LLC 17 253 3,00 618 11,96
2025-07-15 13F Hidden Cove Wealth Management, LLC 0 −100,00 0
2025-07-08 13F ShankerValleau Wealth Advisors, Inc. 2 300 751 0,61 82 459 9,30
2025-07-22 13F Rockingstone Advisors LLC 14 471 0,00 519 8,60
2025-07-24 13F Galvin, Gaustad & Stein, LLC 11 201 0,30 401 8,97
2025-07-17 13F Albion Financial Group /ut 8 288 0,00 297 8,79
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 134 341 −7,65 4 815 0,33
2025-07-28 13F Fairman Group, LLC 10 593 0,29 380 4,12
2025-08-07 13F Cahill Financial Advisors Inc 725 921 9,24 26 017 18,67
2025-07-16 13F Magnus Financial Group LLC 16 016 0,29 574 9,13
2025-07-31 13F Orion Capital Management LLC 92 807 9,20 3 326 18,66
2025-08-12 13F Eldridge Investment Advisors, Inc. 21 075 −0,93 755 7,70
2025-07-16 13F Midwest Heritage Bank, FSB 1 241 932 −0,08 44 511 8,55
2025-08-15 13F/A Symphony Financial, Ltd. Co. 32 599 1 182
2025-07-10 13F Anderson Hoagland & Co 19 248 0,00 690 23,04
2025-07-24 13F JNBA Financial Advisors 2 363 276,27 85 320,00
2025-07-28 13F Bridges Investment Management Inc 6 000 215
2025-08-13 13F BCJ Capital Management, LLC 10 299 369
2025-07-21 13F Matauro, Llc 9 941 −1,87 356 6,59
2025-08-08 13F SageOak Financial, LLC 762 261 8,88 27 319 18,29
2025-08-05 13F GPS Wealth Strategies Group, LLC 13 182 0,47 472 9,26
2025-07-28 13F Sagespring Wealth Partners, Llc 5 591 −58,66 200 −55,16
2025-07-17 13F Claris Advisors, Llc / Mo / 1 671 031 −17,66 59 890 −10,55
2025-07-16 13F True North Advisors, LLC 79 903 0,00 2 864 8,61
2025-07-15 13F Maseco Llp 1 186 959 42 535
2025-07-16 13F Jentner Corp 15 926 3,89 571 12,87
2025-07-23 13F Ironwood Financial, llc 6 472 0,00 214 0,00
2025-07-29 13F Riverbend Wealth Management, LLC 27 486 45,86 985 58,62
2025-08-12 13F Global Retirement Partners, LLC 180 037 −20,29 6 453 −17,41
2025-08-14 13F Wealth Preservation Advisors, LLC 3 087 0,00 111 8,91
2025-08-14 13F Wells Fargo & Company/mn 197 214 17,66 7 068 27,84
2025-07-29 13F Private Trust Co Na 111 159 −6,21 3 984 1,89
2025-08-12 13F AlphaCore Capital LLC 115 461 1 146,61 4 138 1 256,72
2025-07-30 13F Blume Capital Management, Inc. 20 905 14,10 749 24,01
2025-07-15 13F Signet Financial Management, Llc 59 446 −8,14 2 131 −0,19
2025-07-23 13F Woodside Wealth Management LLC 216 896 0,00 7 774 8,64
2025-08-13 13F B&D White Capital Company, LLC 739 089 26 489
2025-07-14 13F Capstone Wealth Management, LLC 392 507 −6,19 14 067 1,92
2025-08-14 13F Ameriprise Financial Inc 44 846 28,31 1 607 39,38
2025-08-11 13F Root Financial Partners, LLC 308 301 −58,60 11 050 −55,09
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-07 13F Prudent Man Investment Management, Inc. 1 499 282 −0,20 51 860 −0,20
2025-07-17 13F Oceanside Advisors LLC 327 702 1,85 11 745 10,65
2025-08-08 13F Intrua Financial, LLC 10 752 0,00 385 8,76
2025-08-13 13F Beacon Pointe Advisors, LLC 1 099 492 −12,10 39 406 −4,51
2025-07-14 13F Foster Group, Inc. 7 794 −8,19 279 −0,36
2025-07-31 13F Carnegie Capital Asset Management, LLC 10 511 0,00 377 8,67
2025-08-01 13F Rossby Financial, LCC 5 224 0,00 187 11,98
2025-08-06 13F Spurstone Advisory Services, LLC 252 0,00 9 12,50
2025-07-28 13F Boston Trust Walden Corp 21 537 0,00 772 8,59
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-08 13F WASHINGTON TRUST Co 28 438 0,00 1 019 8,64
2025-07-25 13F Natural Investments, Llc 8 569 −28,41 0
2025-07-17 13F Lauterbach Financial Advisors, LLC 1 267 977 0,01 45 444 8,65
2025-07-25 13F Concord Wealth Partners 84 146 1,95 3 016 10,76
2025-08-05 13F Gibraltar Capital Management, Inc. 39 006 53,60 938 12,07
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0 −100,00
2025-08-06 13F Prospera Financial Services Inc 69 332 38,45 2 485 50,36
2025-08-12 13F Change Path, LLC 235 633 4,07 8 445 13,07
2025-07-14 13F Leonard Rickey Investment Advisors P.L.L.C. 940 232 0,86 33 698 15,01
2025-07-11 13F Sprinkle Financial Consultants LLC 20 586 13,78 738 23,66
2025-08-04 13F Integrity Alliance, Llc. 2 207 897 0,77 79 131 9,47
2025-07-18 13F Northeast Financial Group, Inc. 29 075 −0,76 1 042 7,87
2025-04-30 13F Moloney Securities Asset Management, LLC 0 −100,00 0
2025-07-30 13F Mills Wealth Advisors LLC 915 763 19,51 32 821 29,84
2025-08-13 13F Russell Investments Group, Ltd. 67 0,00 2 0,00
2025-05-15 13F/A Orion Portfolio Solutions, LLC 711 456 16,79 23 471 11,39
2025-08-12 13F BlackRock, Inc. 26 779 44,13 960 56,70
2025-04-28 13F Salomon & Ludwin, LLC 0 −100,00 0
2025-07-21 13F Abundance Wealth Counselors 14 848 1
2025-08-04 13F Live Oak Private Wealth LLC 29 036 1 041
2025-09-02 13F/A FSC Wealth Advisors, LLC 6 907 248
2025-08-14 13F Colony Group, LLC 40 969 925 1,62 1 468 362 10,40
2025-07-17 13F LifeGuide Financial Advisors, LLC 617 042 1,32 22 115 10,07
2025-07-23 13F Abel Hall, LLC 974 085 −0,25 34 911 8,37
2025-07-25 13F Apollon Financial, LLC 266 303 1,78 9 544 10,58
2025-08-12 13F Coldstream Capital Management Inc 56 334 40,21 2 019 52,38
2025-07-15 13F Capstone Capital Wealth Advisors 1 736 307 3,13 62 229 12,04
2025-07-16 13F Signature Resources Capital Management, LLC 517 280 1,43 18 539 10,19
2025-08-05 13F Beckerman Institutional, LLC 118 989 10,34 4 33,33
2025-07-15 13F Highland Financial Advisors, LLC 14 359 0,74 515 9,36
2025-07-15 13F Brewster Financial Planning LLC 36 521 −2,01 1 309 6,43
2025-08-07 13F Aegis Wealth Management LLC 99 676 0,00 3 288 0,00
2025-07-28 13F Cornerstone Wealth Group, LLC 10 065 −83,49 361 −82,09
2025-04-17 13F Rs Crum Inc. 1 238 291 −2,30 40 851 −6,82
2025-07-18 13F Institute for Wealth Management, LLC. 23 871 −10,94 856 −3,28
2025-07-07 13F Kings Path Partners LLC 4 873 175
2025-08-07 13F Alpha Financial Advisors, LLC 123 228 −0,90 4 416 7,65
2025-08-05 13F Optivise Advisory Services LLC 6 447 0,00 231 8,96
2025-08-05 13F Bank Of Montreal /can/ 15 411 −49,70 552 −45,35
2025-07-28 13F Verisail Partners, LLC 2 189 067 2,91 78 456 11,81
2025-05-14 13F Atomi Financial Group, Inc. 0 −100,00 0
2025-07-25 13F Northwest Capital Management Inc 675 −79,22 24 −77,57
2025-08-26 13F/A Thrivent Financial For Lutherans 169 605 290,45 6 500,00
2025-08-14 13F Smartleaf Asset Management LLC 227 298 0,29 8 115 9,16
2025-07-24 13F Von Berge Wealth Management Group, LLC 9 687 6,19 355 21,99
2025-05-12 13F Truepoint, Inc. 0 −100,00 0
2025-08-14 13F GWM Advisors LLC 3 400 504 −12,59 121 874 −5,04
2025-07-30 13F Avidian Wealth Solutions, LLC 12 538 0,18 449 8,98
2025-07-22 13F Keudell/Morrison Wealth Management 437 749 25,96 15 689 36,85
2025-07-22 13F Vested Financial Planning, LLC 957 555 −7,98 34 319 −0,03
2025-07-31 13F Aspen Capital Management, LLC 1 222 837 3,70 43 826 12,66
2025-07-22 13F Financial Insights, Inc. 108 121 −32,74 3 875 −26,93
2025-07-16 13F/A CX Institutional 2 212 −32,40 0
2025-07-28 13F Axxcess Wealth Management, Llc 140 863 −3,03 5 049 5,34
2025-08-07 13F Allworth Financial LP 5 538 651 21,19 198 505 35,78
2025-08-14 13F Fort Point Capital Partners LLC 258 305 −1,89 9 258 6,59
2025-08-11 13F Retirement Capital Strategies 7 114 0,00 255 8,55
2025-08-13 13F American Investment Services, Inc. 0 −100,00 0
2025-08-13 13F Baird Financial Group, Inc. 4 582 188 −0,22 164 226 8,40
2025-07-17 13F Barry Investment Advisors, LLC 14 477 0,99 519 9,75
2025-07-17 13F SC&H Financial Advisors, Inc. 2 125 865 −1,89 76 191 6,58
2025-07-10 13F American Financial Advisors, LLC 52 158 −21,21 1 869 −14,38
2025-07-11 13F Physician Wealth Solutions Inc. 205 594 4,57 7 369 13,62
2025-08-06 13F Moors & Cabot, Inc. 16 216 2,11 581 11,09
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 1 920 574 −4,00 68 833 4,29
2025-08-14 13F Diversify Advisory Services, LLC 26 094 −3,77 973 10,83
2025-07-24 13F Wealth Advisors Northwest LLC 1 307 267 8,54 46 852 17,92
2025-07-18 13F Parkwoods Wealth Partners, LLC 212 725 12,00 7 624 21,69
2025-08-13 13F Legacy Capital Wealth Partners, LLC 81 408 2 918
2025-07-17 13F Mattern Wealth Management LLC 1 812 543 4,36 64 962 13,37
2025-08-13 13F Green Harvest Asset Management LLC 8 639 0,00 310 8,42
2025-07-28 13F CGC Financial Services, LLC 1 070 0,00 38 8,57
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 0 −100,00 0
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-07-09 13F Krilogy Financial LLC 124 510 0,09 4 462 8,72
2025-08-12 13F XTX Topco Ltd 12 007 430
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-08-13 13F M Holdings Securities, Inc. 295 357 1 517,07 11
2025-08-15 13F Blue Chip Partners, Inc. 24 868 0,30 891 9,06
2025-07-03 13F Fiduciary Financial Group, Llc 676 493 6,58 24 381 25,36
2025-07-17 13F Heritage Investment Group, Inc. 2 211 526 −5,83 79 261 2,31
2025-08-12 13F Martin Worley Group 5 848 −62,56 210 −59,42
2025-07-25 13F Ruedi Wealth Management, Inc. 2 151 141 1,03 77 097 9,76
2025-08-13 13F Millstone Evans Group, LLC 67 702 −60,31 2 426 −56,89
2025-08-14 13F Integrated Wealth Concepts LLC 3 070 746 2,89 110 056 11,78
2025-08-14 13F Cardiff Park Advisors, Llc 4 250 015 −0,06 152 321 8,58
2025-07-22 13F JP Wealth Management, Inc. 843 018 −1,54 30 214 6,97
2025-08-06 13F North Capital, Inc. 14 875 0,01 533 8,78
2025-07-22 13F Yardley Wealth Management LLC 22 062 0,00 1
2025-08-04 13F WNY Asset Management, LLC 1 849 535 68,99 66 287 83,59
2025-08-13 13F Bare Financial Services, Inc 1 007 0,00 36 9,09
2025-07-17 13F Vermillion Wealth Management, Inc. 36 726 0,17 1 316 8,85
2025-07-25 13F Evolution Advisers, Inc. 16 680 0,00 1
2025-05-02 13F MB Generational Wealth, LLC 76 644 17,16 2 528 11,76
2025-08-15 13F Keel Point, LLC 21 700 88,55 778 105,01
2025-08-14 13F Fmr Llc 310 008 8,43 11 111 17,79
2025-07-09 13F Archer Investment Management, LLC 50 706 −17,18 1 817 −10,00
2025-07-16 13F Leading Edge Financial Planning LLC 6 824 0,00 245 8,44
2025-07-11 13F Quad-Cities Investment Group, LLC 58 039 8,84 2 080 18,25
2025-07-10 13F Waypoint Wealth Partners Inc. 2 444 459 4,55 87 609 13,59
2025-07-29 13F Vista Finance, Llc 11 992 0,00 430 8,61
2025-08-13 13F Daner Wealth Management, LLC 467 831 −7,73 17 441 −4,34
2025-08-11 13F CFS Investment Advisory Services, LLC 544 266 1,51 20 11,76
2025-08-07 13F 49 Wealth Management, Llc 69 251 0,30 2 482 8,96
2025-07-28 13F Morris Financial Concepts, Inc. 204 135 −1,28 7 316 7,26
2025-08-12 13F Steward Partners Investment Advisory, Llc 109 059 37,01 3 909 48,88
2025-08-14 13F Synovus Financial Corp 6 885 0,29 247 8,85
2025-08-14 13F/A Skopos Labs, Inc. 29 030 108,58 1 040 126,58
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 14 051 5,03 504 14,06
2025-07-21 13F Ameritas Advisory Services, LLC 5 057 −48,30 181 −45,97
2025-07-22 13F Aspire Private Capital, LLC 32 891 0,01 1 179 8,57
2025-07-22 13F Autumn Glory Partners, LLC 16 897 19,99 606 30,39
2025-07-28 13F Baker Boyer National Bank 1 811 981 0,22 64 941 8,88
2025-08-15 13F Captrust Financial Advisors 845 551 −0,66 30 305 7,92
2025-08-11 13F Pinnacle Financial Group, LLC / IL 519 907 0,91 18 633 9,63
2025-08-07 13F Kestra Private Wealth Services, Llc 49 460 0,01 1 773 8,65
2025-07-29 13F BKD Wealth Advisors, LLC 1 848 757 −10,24 66 259 −2,48
2025-08-14 13F Tudor Investment Corp Et Al 28 962 69,18 1 038 83,87
2025-07-09 13F Fiduciary Alliance LLC 13 720 10,17 492 19,76
2025-08-08 13F Emerald Investment Partners, Llc 10 378 0,17 372 8,80
2025-07-15 13F Evanson Asset Management, LLC 3 997 319 2,82 143 264 11,70
2025-08-08 13F Cetera Investment Advisers 1 115 586 17,18 39 983 27,31
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 132 620 3,82 4 753 12,79
2025-08-14 13F Clarity Capital Advisors, LLC 108 537 0,11 3 890 8,75
2025-08-01 13F McCarthy Grittinger Financial Group, LLC 807 630 1,53 28 945 10,30
2025-07-21 13F Atwater Malick LLC 72 714 −3,48 2 606 4,87
2025-08-07 13F PFG Advisors 222 441 5,30 7 972 14,41
2025-07-31 13F Curio Wealth, Llc 122 665 235 794,23 4 396 2,02
2025-07-30 13F Canvas Wealth Advisors, LLC 11 009 0,00 408 19,71
2025-08-13 13F Providence Capital Advisors, LLC 15 203 0,01 545 8,58
2025-07-11 13F Elk River Wealth Management, LLC 5 661 203
2025-07-29 13F Arista Wealth Management, LLC 234 609 0,01 8 408 8,64
2025-08-01 13F Clark Asset Management, LLC 104 951 158,44 3 761 180,88
2025-07-15 13F McAdam, LLC 8 437 0,00 302 8,63
2025-08-13 13F Annandale Capital, LLC 6 762 10,63 0
2025-07-07 13F New Capital Management LP 2 645 303 −5,16 94 808 3,03
2025-07-11 13F Great Waters Wealth Management 307 505 −6,60 11 021 1,46
2025-08-11 13F Traub Capital Management LLC 706 25
2025-08-14 13F Monograph Wealth Advisors, Llc 6 394 643 −5,19 229 184 3,00
2025-05-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-07-23 13F Mraz, Amerine & Associates, Inc. 15 077 −17,79 540 −10,15
2025-08-07 13F Davis R M Inc 65 594 0,00 2 351 8,65
2025-08-14 13F McIlrath & Eck, LLC 4 034 0,00 145 8,27
2025-08-14 13F Stifel Financial Corp 451 293 1,04 16 174 9,77
2025-07-11 13F Ridgeline Wealth, LLC 0 −100,00 0
2025-07-15 13F Hippocratic Financial Advisors, LLC 281 270 −82,98 10 081 −81,52
2025-08-07 13F Parkside Financial Bank & Trust 54 729 −1,61 1 961 6,11
2025-07-09 13F Sar Wealth Management Group, Llc 20 469 0,30 734 8,92
2025-07-31 13F Silver Oak Advisory Group, Inc. 357 826 6,46 13 9,09
2025-08-08 13F Capital Investment Advisory Services, LLC 317 −82,54 11 −81,36
2025-08-29 NP MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A 3 156 100 −5,00 113 115 3,21
2025-07-25 13F Hassell Wealth Management, LLC 356 198 −4,44 13 172 12,44
2025-08-12 13F Horizon Financial Services, Llc 0 −100,00 0
2025-07-08 13F Zrc Wealth Management, Llc 21 472 0,29 770 8,92
2025-07-10 13F Cypress Point Wealth Management, LLC 1 176 085 −4,15 42 151 4,12
2025-07-17 13F Poinciana Advisors Group, Llc 238 788 −1,39 8 558 7,14
2025-05-14 13F Monterey Private Wealth, Inc. 26 924 0,12 888 −4,52
2025-07-25 13F One Degree Advisors Inc 1 404 950 4,16 50 13,64
2025-08-01 13F Liberty Wealth Management Llc 848 007 −5,36 30 399 2,72
2025-07-07 13F RB Capital Management, LLC 66 864 3,88 2 396 12,86
2025-08-14 13F Ariadne Wealth Management, LP 149 745 2,06 5 632 16,10
2025-07-14 13F CRA Financial Services, LLC 24 193 −10,39 867 −2,58
2025-07-24 13F Riverchase Wealth Management, Llc 482 206 1,09 17 282 9,82
2025-07-31 13F Washington Trust Advisors, Inc. 14 546 0,00 521 8,77
2025-05-23 13F Twin Lakes Capital Management, LLC 0 −100,00 0
2025-08-06 13F Grey Fox Wealth Advisors, LLC 59 249 −0,63 2 124 7,93
2025-08-06 13F Summit Wealth Group, LLC 439 082 −13,07 16 −6,25
2025-08-14 13F Evercore Wealth Management, LLC 10 182 0,00 365 8,66
2025-08-05 13F Holistic Financial Partners 8 671 0,29 311 8,77
2025-08-13 13F Solutions 4 Wealth, Ltd 23 908 −0,14 857 8,49
2025-08-14 13F Sterling Wealth Management, Inc. 277 841 −1,12 9 958 2,45
2025-05-09 13F TD Waterhouse Canada Inc. 0 −100,00 0
2025-07-14 13F Ridgewood Investments LLC 5 213 0,00 187 8,77
2025-07-14 13F Seed Wealth Management, Inc. 13 430 481
2025-07-22 13F Aquire Wealth Advisors, LLC 57 169 0,00 2 049 8,59
2025-08-08 13F Tortoise Investment Management, LLC 298 484 10,55 10 698 20,10
2025-08-05 13F Strategic Financial Concepts, LLC 0 −100,00 0
2025-08-06 13F Washington Trust Bank 9 099 −0,28 326 8,31
2025-08-11 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2025-08-06 13F Valued Wealth Advisors LLC 156 912 −2,36 5 624 6,07
2025-08-14 13F Hilltop Holdings Inc. 13 598 102,20 487 120,36
2025-08-15 13F Tower Research Capital LLC (TRC) 11 869 425
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 38 158 −44,34 1 368 −39,54
2025-07-30 13F Wallace Advisory Group, LLC 9 603 0,25 317 −4,53
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