Grundläggande statistik
Institutionella ägare | 565 total, 565 long only, 0 short only, 0 long/short - change of 6,97% MRQ |
Genomsnittlig portföljallokering | 0.8732 % - change of −0,79% MRQ |
Institutionella aktier (lång) | 178 095 910 (ex 13D/G) - change of 10,82MM shares 6,45% MRQ |
Institutionellt värde (lång) | $ 4 971 098 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF (US:DFAE) har 565 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 178,095,910 aktier. Största aktieägare inkluderar Retirement Systems of Alabama, Mather Group, Llc., Fmr Llc, UBS Group AG, Bank Of America Corp /de/, Mariner, LLC, Foster Group, Inc., Factory Mutual Insurance Co, Wealthspire Advisors, LLC, and Coldstream Capital Management Inc .
Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF (ARCA:DFAE) 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 31,26 / share. Previously, on September 16, 2024, the share price was 26,06 / share. This represents an increase of 19,95% 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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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | Centennial Bank/AR/ | 133 | 0,00 | 4 | 0,00 | ||||
2025-07-14 | 13F | Shearwater Capital LLC | 34 191 | −1,71 | 990 | 9,89 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 16 183 | 0,00 | 469 | 11,96 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 624 | 18 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 1 764 427 | 10,37 | 51 080 | 23,42 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 59 | 2 | ||||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 35 821 | −59,86 | 1 037 | −55,11 | ||||
2025-08-05 | 13F | Landmark Wealth Management, Inc. | 8 833 | −72,21 | 256 | −68,98 | ||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 54 057 | 8,90 | 1 400 | 11,12 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9 471 | 0,79 | 274 | 12,76 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 55 527 | 5,72 | 1 653 | 21,99 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 847 | −2,42 | 25 | 9,09 | ||||
2025-05-06 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 71 011 | 2 056 | ||||||
2025-08-14 | 13F | Essential Planning, LLC. | 256 073 | 1,86 | 7 413 | 13,91 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 223 717 | 0,67 | 6 477 | 12,57 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 562 899 | 10,13 | 16 296 | 23,14 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 77 936 | 17,69 | 2 256 | 31,62 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 236 199 | 169,01 | 6 838 | 200,79 | ||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 150 272 | −2,19 | 4 343 | 9,20 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 1 697 608 | −13,57 | 49 146 | −3,35 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 22 521 | 0,74 | 652 | 12,63 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 31 393 | 13,84 | 909 | 27,35 | ||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 62 041 | 2 | ||||||
2025-07-17 | 13F | Montis Financial, LLC | 26 195 | 2,19 | 758 | 14,33 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11 587 | −3,79 | 335 | 7,72 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 7 567 | 219 | ||||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 200 | 0,00 | 6 | 0,00 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 679 475 | 1,79 | 19 671 | 13,82 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 166 786 | 0,00 | 4 828 | 11,81 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 444 832 | 23,72 | 12 878 | 38,34 | ||||
2025-08-12 | 13F | Cowa, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 258 097 | 29,43 | 7 472 | 44,73 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 29 704 | −8,64 | 860 | 2,14 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 185 711 | 3,25 | 5 376 | 15,46 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 149 | 0,00 | 4 | 33,33 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 235 229 | 2,46 | 6 810 | 14,57 | ||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 155 398 | 0,54 | 4 499 | 12,42 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 495 | 159 | ||||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 11 749 | 0,00 | 340 | 11,84 | ||||
2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 96 981 | 2 808 | ||||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 75 545 | 8,32 | 2 187 | 21,16 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 1 107 843 | 24,40 | 32 072 | 39,11 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 58 844 | 0,03 | 1 704 | 11,82 | ||||
2025-08-06 | 13F | DDFG, Inc | 368 560 | 0,34 | 10 670 | 12,20 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 354 296 | 0,07 | 10 257 | 11,90 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 817 775 | 0,43 | 23 675 | 12,30 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 269 425 | −0,96 | 7 800 | 10,73 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 655 714 | −0,81 | 18 983 | 10,92 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 745 829 | 143,67 | 21 592 | 172,48 | ||||
2025-07-14 | 13F | Financial Harvest, LLC | 10 944 | 317 | ||||||
2025-08-01 | 13F | Zhang Financial LLC | 68 293 | 15,19 | 1 977 | 28,88 | ||||
2025-07-23 | 13F | Canopy Partners, LLC | 11 863 | 22,87 | 343 | 37,75 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 294 847 | −18,03 | 8 536 | −8,34 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 676 466 | 49,84 | 19 584 | 67,55 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 20 684 | −3,94 | 599 | 7,36 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 74 190 | −5,68 | 1 921 | −3,76 | ||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 151 097 | 5,25 | 4 374 | 17,71 | ||||
2025-08-14 | 13F | Clg Llc | 19 350 | 0,00 | 560 | 12,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2 079 940 | 7,79 | 60 214 | 20,53 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 455 | 0,00 | 42 | 13,51 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 61 173 | −10,17 | 1 771 | 0,40 | ||||
2025-07-24 | 13F | Fischer Investment Strategies, Llc | 131 790 | 55,73 | 3 815 | 74,20 | ||||
2025-07-18 | 13F | Truist Financial Corp | 21 326 | 2,21 | 617 | 14,26 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 093 | 38,88 | 32 | 55,00 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 27 183 | 192,38 | 787 | 227,50 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 15 928 | −6,28 | 461 | 4,77 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 727 083 | 0,13 | 21 049 | 11,97 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 136 277 | 82,01 | 3 945 | 103,56 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 235 098 | −1,29 | 7 | 0,00 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 153 118 | 35,76 | 4 433 | 51,78 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 79 790 | −2,00 | 2 310 | 9,59 | ||||
2025-07-29 | 13F | Schubert & Co | 8 414 | 0,01 | 244 | 11,98 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 315 | −2,03 | 154 | 9,29 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 446 775 | −11,36 | 12 934 | −0,88 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 1 114 524 | 3,23 | 32 265 | 15,43 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 116 272 | 80,44 | 3 366 | 101,80 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 506 033 | 80,46 | 14 650 | 101,78 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 772 818 | 10,24 | 22 | 22,22 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 8 166 | 24,35 | 236 | 38,82 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 5 176 | −7,26 | 150 | 8,76 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 452 375 | −1,02 | 13 096 | 10,68 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 16 109 | 41,69 | 466 | 58,50 | ||||
2025-08-15 | 13F | Morgan Stanley | 25 639 | −8,76 | 742 | 2,06 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 114 703 | 10,20 | 3 308 | 30,24 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 7 873 | −31,86 | 228 | −24,08 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 871 896 | 25,08 | 54 191 | 39,86 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 257 995 | −1,40 | 7 469 | 10,25 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 12 129 964 | 13,91 | 351 162 | 27,37 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 | 0,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 448 410 | −15,34 | 12 981 | −5,33 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 93 855 | 11,01 | 2 717 | 24,18 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17 092 | −1,05 | 495 | 10,51 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 564 701 | 0,84 | 16 348 | 12,76 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11 476 | 0,76 | 332 | 12,93 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 35 405 | 0,00 | 1 025 | 11,79 | ||||
2025-05-14 | 13F | Huntington National Bank | 12 | −15,38 | ||||||
2025-07-23 | 13F | Matisse Capital | 10 438 | 0,00 | 302 | 11,85 | ||||
2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37 489 | 3,52 | 1 124 | 16,86 | ||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 1 697 608 | −13,57 | 49 146 | −3,35 | ||||
2025-07-15 | 13F | Optima Capital Llc | 21 504 | 13,93 | 623 | 27,46 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 170 053 | 8,28 | 4 923 | 21,08 | ||||
2025-08-14 | 13F | Comerica Bank | 26 201 | 3,52 | 759 | 15,73 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 670 251 | −0,82 | 19 404 | 10,90 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 144 115 | 0,56 | 4 172 | 12,45 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 316 464 | 11,64 | 9 162 | 24,84 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 93 258 | 80,46 | 2 700 | 101,79 | ||||
2025-07-16 | 13F | Exeter Financial, LLC | 28 795 | 14,44 | 834 | 27,96 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 30 090 | 84,64 | 871 | 106,89 | ||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 10 185 | 295 | ||||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7 318 | 212 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 25 347 | 5,11 | 734 | 17,47 | ||||
2025-07-16 | 13F | Eastover Investment Advisors LLC | 19 470 | 0,00 | 564 | 11,71 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 82 941 | 0,67 | 2 401 | 12,62 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 85 772 | −6,49 | 2 483 | 4,59 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 67 864 | −1,99 | 1 965 | 9,60 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 64 364 | −18,01 | 1 863 | −8,32 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 289 367 | −10,06 | 8 695 | 4,19 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 698 320 | 3,29 | 20 216 | 15,51 | ||||
2025-07-17 | 13F | Avondale Wealth Management | 362 622 | −17,01 | 10 498 | −7,20 | ||||
2025-08-04 | 13F | McMill Wealth Management | 217 880 | 0,55 | 6 296 | 12,21 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 686 092 | 2,85 | 19 862 | 15,01 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 34 405 | 62,46 | 996 | 81,75 | ||||
2025-07-11 | 13F | First PREMIER Bank | 20 193 | 136,73 | 1 | |||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 74 096 | 23,12 | 2 145 | 37,94 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Northern Trust Corp | 23 486 | 680 | ||||||
2025-08-12 | 13F | Forum Private Client Group LLC | 274 713 | 9,01 | 7 953 | 21,89 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 8 861 | 0,00 | 229 | 2,23 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | BIP Wealth, LLC | 27 650 | 138,75 | 800 | 167,56 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 59 331 | 0,78 | 1 718 | 12,66 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 9 222 | 0,00 | 267 | 11,76 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 8 870 | 3,91 | 257 | 16,36 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 327 854 | 0,16 | 9 491 | 12,00 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 64 212 | 0,00 | 1 859 | 11,79 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1 183 | 4 829,17 | 34 | |||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 578 272 | 8,49 | 16 741 | 21,31 | ||||
2025-04-16 | 13F | Marshall Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Grimes & Company, Inc. | 429 356 | 13,39 | 12 430 | 26,79 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 4 866 | −63,22 | 141 | −59,06 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 080 | 0,00 | 31 | 14,81 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 793 035 | 21,70 | 51 909 | 36,08 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 419 172 | −5,40 | 12 | 9,09 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 194 522 | 69,88 | 5 631 | 89,98 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 45 188 | 1,61 | 1 308 | 13,64 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 5 074 985 | 7,31 | 146 921 | 19,99 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 2 001 | 0,00 | 58 | 11,76 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 3 528 | 0,00 | 102 | 12,09 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 54 835 | 283,73 | 1 587 | 330,08 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 350 | −36,94 | 0 | |||||
2025-07-16 | 13F | Falcon Wealth Planning | 1 684 331 | −0,73 | 48 761 | 11,00 | ||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 213 560 | −0,75 | 6 195 | 11,22 | ||||
2025-04-29 | 13F | Hm Payson & Co | 7 571 | 0,00 | 196 | 2,08 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 56 262 | −3,55 | 1 629 | 7,81 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 408 224 | 2,00 | 11 818 | 14,06 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 847 | −36,79 | 22 | −38,24 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 216 207 | −15,57 | 6 259 | −5,62 | ||||
2025-07-23 | 13F | First Financial Group Corp | 74 997 | 0,15 | 2 171 | 12,20 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 76 157 | 3,07 | 2 205 | 15,27 | ||||
2025-07-15 | 13F | Vestment Financial LLC | 46 350 | −12,72 | 1 349 | −2,53 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 69 341 | 48,85 | 2 007 | 66,42 | ||||
2025-08-11 | 13F | WPWealth LLP | 840 480 | −2,52 | 24 332 | 9,00 | ||||
2025-07-15 | 13F | Cordant, Inc. | 60 016 | 140,17 | 1 737 | 168,89 | ||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 13 377 | 7,82 | 387 | 20,56 | ||||
2025-07-15 | 13F | tru Independence LLC | 25 116 | −18,24 | 727 | −8,55 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 601 614 | 4,76 | 17 345 | 16,65 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 23 485 | 0,00 | 680 | 11,68 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 241 762 | 2,41 | 36 359 | 15,82 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 195 | 237 | ||||||
2025-07-28 | 13F | Strategent Financial, LLC | 8 486 | 246 | ||||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 62 | 0,00 | 2 | 0,00 | ||||
2025-07-09 | 13F | Presidio Capital Management, LLC | 10 524 | −6,54 | 305 | 4,47 | ||||
2025-07-07 | 13F | Enterprise Bank & Trust Co | 318 236 | 4,89 | 9 213 | 17,28 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 9 850 | −21,37 | 285 | −12,04 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 48 083 | 9,13 | 1 392 | 21,70 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 123 325 | −2,64 | 33 | 10,34 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 15 965 | 462 | ||||||
2025-07-18 | 13F | Lynx Investment Advisory | 29 940 | 26,89 | 867 | 41,97 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 526 905 | 8,66 | 15 254 | 21,50 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 370 668 | −3,12 | 10 731 | 8,33 | ||||
2025-04-17 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 321 410 | 11,55 | 9 305 | 24,74 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 650 034 | 0,05 | 18 818 | 11,88 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 79 174 | 0,25 | 2 292 | 12,13 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 335 772 | 7,61 | 9 721 | 20,33 | ||||
2025-08-13 | 13F | Lauer Wealth, LLC | 68 794 | −0,95 | 2 042 | 13,33 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 7 145 | 207 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 79 005 | 29,62 | 2 287 | 44,93 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 4 640 | 53,34 | 134 | 71,79 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 284 846 | −0,53 | 8 246 | 11,24 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 31 | 0,00 | 1 | |||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 398 186 | 15,49 | 11 527 | 29,14 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 7 902 | 229 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 111 944 | 33,55 | 3 241 | 49,31 | ||||
2025-05-14 | 13F | JustInvest LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4 026 | 104 | ||||||
2025-08-04 | 13F | Partners in Financial Planning | 14 549 | 421 | ||||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 43 218 | 1 251 | ||||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 67 440 | 5,11 | 1 952 | 17,52 | ||||
2025-07-14 | 13F | Abound Wealth Management | 0 | 0 | ||||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 18 765 | 85,00 | 486 | 88,72 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 276 | 8 | ||||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 16 010 | 0,00 | 463 | 11,84 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 51 097 | 1 479 | ||||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 8 685 | −1,56 | 252 | 10,53 | ||||
2025-04-14 | 13F | Investment Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 187 127 | 1,59 | 5 397 | 12,51 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 143 878 | 12,07 | 4 165 | 25,34 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 6 581 | −24,80 | 191 | −15,93 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 518 | 0 | ||||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 12 892 | 0,77 | 373 | 12,69 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 164 468 | 4 761 | ||||||
2025-08-13 | 13F | American Investment Services, Inc. | 41 177 | −25,86 | 1 192 | −17,05 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 135 374 | 1,78 | 3 919 | 13,83 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 218 | 0 | ||||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 368 | 0,00 | 11 | 11,11 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 216 573 | 3,46 | 6 270 | 15,69 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 50 757 | 17,20 | 1 469 | 31,04 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 8 662 | 0,00 | 224 | 2,28 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 116 713 | 6,00 | 3 379 | 18,53 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 566 | 16 | ||||||
2025-07-15 | 13F | RVW Wealth, LLC | 901 424 | −1,07 | 26 096 | 10,63 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 65 034 | 0,47 | 1 883 | 12,36 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 271 933 | −29,77 | 7 872 | −21,48 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 14 181 | 411 | ||||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 624 910 | −8,38 | 18 091 | 2,45 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 913 | 0,00 | 171 | 11,76 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 53 533 | 1,32 | 1 550 | 13,31 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 16 043 | 0,02 | 0 | |||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 176 830 | 5 181 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 413 | 12 | ||||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 61 638 | −8,04 | 1 784 | 2,82 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 454 237 | 40,83 | 13 150 | 57,49 | ||||
2025-07-16 | 13F | Plancorp, LLC | 125 397 | 0,00 | 3 630 | 11,83 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 12 418 | −25,37 | 360 | −16,51 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 9 609 | 0,59 | 278 | 12,55 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 281 | 0,47 | 37 | 15,63 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 139 629 | −5,46 | 4 042 | 5,73 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 7 185 | 208 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39 072 | 7,43 | 1 | |||||
2025-08-11 | 13F | One Capital Management, LLC | 20 816 | −11,12 | 603 | −0,66 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 153 806 | 8,85 | 4 453 | 21,71 | ||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 91 049 | −19,01 | 2 636 | −9,45 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 753 | 22 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 7 462 | 216 | ||||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 12 182 | 1,31 | 353 | 13,18 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 64 494 | −0,94 | 1 867 | 10,80 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 754 682 | 1,93 | 21 848 | 13,98 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 31 802 | −73,23 | 921 | −70,08 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 247 753 | 10,36 | 7 172 | 23,40 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 346 996 | 3,39 | 10 046 | 15,61 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 92 236 | −21,26 | 2 670 | −10,13 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 84 607 | −9,33 | 2 449 | 1,41 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 463 274 | 0,36 | 13 412 | 12,22 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 33 571 | −1,34 | 972 | 10,34 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 48 | 1 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 93 684 | −1,36 | 2 712 | 10,33 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 53 843 | 0,00 | 1 559 | 11,84 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 215 910 | 4,09 | 6 251 | 16,39 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 16 300 | 0,17 | 472 | 11,88 | ||||
2025-08-14 | 13F | Betterment LLC | 349 225 | −4,95 | 10 | 11,11 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 295 326 | −32,77 | 8 550 | −24,82 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 146 271 | 27,57 | 4 235 | 42,65 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 175 065 | 0,19 | 5 068 | 12,05 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 12 901 | 19,89 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 91 717 | −0,51 | 2 655 | 11,27 | ||||
2025-07-24 | 13F | rebel Financial LLC | 29 762 | 862 | ||||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 20 288 | 29,69 | 587 | 44,94 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 1 690 | 26,12 | 49 | 41,18 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 654 | 17,20 | 19 | 28,57 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 31 663 | 0,00 | 917 | 11,84 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 93 111 | 1,48 | 2 696 | 13,47 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 238 923 | 3,81 | 6 917 | 16,08 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 86 976 | 18,68 | 2 519 | 32,79 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 483 005 | 3,13 | 13 983 | 15,32 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 104 040 | 26,81 | 3 012 | 41,76 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 16 459 | −15,82 | 476 | −5,93 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 10 848 | 2,02 | 314 | 14,18 | ||||
2025-08-11 | 13F | Oder Investment Management, LLC | 52 418 | 0,78 | 1 518 | 12,70 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 12 170 | 6,67 | 352 | 19,32 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 14 483 | −0,05 | 419 | 11,73 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 403 358 | 6,76 | 11 677 | 20,88 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 181 232 | 14,66 | 5 247 | 28,20 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8 473 | 5,36 | 245 | 17,79 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 265 962 | 11,31 | 7 700 | 24,46 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 53 026 | −0,89 | 1 535 | 10,83 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 22 163 | −0,02 | 642 | 11,87 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 569 117 | 3,11 | 16 476 | 15,29 | ||||
2025-08-14 | 13F | Stadion Money Management, LLC | 285 591 | −7,99 | 8 268 | 2,87 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 97 391 | −10,55 | 2 819 | 0,04 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 71 743 | −1,67 | 2 077 | 9,90 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 681 032 | 60,70 | 19 907 | 81,43 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 610 903 | 0,51 | 75 586 | 12,39 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 79 185 | −2,35 | 2 292 | 9,19 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 188 322 | 4,09 | 5 452 | 16,37 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 19 760 | −3,39 | 572 | 8,13 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 322 097 | 193,35 | 9 327 | 228,30 | ||||
2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 153 083 | −3,42 | 4 432 | 7,99 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 10 135 | −18,15 | 293 | −8,44 | ||||
2025-07-24 | 13F | VanderPol Investments L.L.C. | 12 667 | −17,08 | 367 | −7,34 | ||||
2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 49 441 | −0,38 | 1 431 | 11,45 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 36 230 | 6,84 | 1 049 | 19,50 | ||||
2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 143 967 | −1,05 | 4 168 | 12,90 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 290 | 8 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 293 | 0,00 | 8 | 14,29 | ||||
2025-08-14 | 13F | 10Elms LLP | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1 085 740 | 0,77 | 28 110 | 2,83 | ||||
2025-07-31 | 13F | City State Bank | 80 847 | 5,80 | 2 341 | 18,30 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 363 | 0,00 | 10 | 11,11 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 7 488 | −8,63 | 217 | 1,89 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 11 928 | 44,23 | 349 | 62,62 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 17 789 | 11,15 | 515 | 24,15 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 82 994 | 0,24 | 2 403 | 12,09 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 113 | 104,80 | 1 480 | 128,95 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 1 714 470 | 3,93 | 49 634 | 16,21 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 65 061 | −1,33 | 1 884 | 9,67 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 162 605 | −0,03 | 4 841 | 20,04 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 495 | 0,00 | 14 | 16,67 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 43 885 | 0,57 | 1 270 | 12,49 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 9 310 | 0,00 | 270 | 11,62 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 709 564 | −13,00 | 49 492 | −2,71 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 115 276 | 2,00 | 3 337 | 14,05 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 32 559 | 12,39 | 943 | 25,60 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 374 162 | 4,53 | 11 075 | 19,28 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 9 693 | −9,50 | 281 | 1,08 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 137 371 | 23,38 | 3 977 | 37,96 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1 659 408 | 8,83 | 48 040 | 21,69 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 15 950 | −0,12 | 462 | 11,62 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 285 802 | −0,44 | 8 274 | 11,32 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 13 | 0 | ||||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 332 326 | 1,58 | 67 521 | 13,59 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 13 941 | −95,86 | 404 | −95,38 | ||||
2025-07-14 | 13F | Chico Wealth RIA | 397 760 | −0,94 | 11 515 | 10,77 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 551 | −2,30 | 16 | 7,14 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 16 724 | 2,10 | 484 | 14,15 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 506 344 | 115,88 | 43 609 | 141,41 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 15 493 | 20,43 | 449 | 34,53 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 495 410 | −1,05 | 14 342 | 10,65 | ||||
2025-07-15 | 13F | Maseco Llp | 1 132 988 | 32 789 | ||||||
2025-07-14 | 13F | Golden State Equity Partners | 15 927 | 0,01 | 461 | 11,89 | ||||
2025-06-03 | 13F | Invst, LLC | 19 770 | 25,36 | 512 | 27,75 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 77 079 | 11,09 | 2 231 | 24,22 | ||||
2025-08-04 | 13F | Spire Wealth Management | 8 439 | −3,97 | 244 | 7,49 | ||||
2025-08-04 | 13F | Assetmark, Inc | 962 | 151,17 | 28 | 200,00 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 78 339 | 4,53 | 2 268 | 16,86 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 29 943 | −8,54 | 1 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 155 | −97,37 | 4 | −97,37 | ||||
2025-08-12 | 13F | MAI Capital Management | 260 968 | −0,87 | 7 555 | 10,86 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 305 684 | 0,41 | 37 800 | 12,28 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1 051 180 | 28,20 | 30 432 | 43,35 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 916 | 0,00 | 27 | 13,04 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 70 025 | 12,48 | 2 027 | 25,82 | ||||
2025-08-01 | 13F | Motco | 3 544 | 104 | ||||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 47 787 | 3,69 | 1 383 | 15,93 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 83 794 | −4,19 | 2 426 | 7,11 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 217 753 | 0,93 | 6 304 | 12,86 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 87 525 | 28,12 | 2 534 | 43,27 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 19 961 | 44,24 | 578 | 61,17 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 231 124 | 127,48 | 6 691 | 154,41 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 4 140 | −49,89 | 120 | −44,13 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 583 847 | −0,26 | 16 902 | 7,66 | ||||
2025-08-07 | 13F | Midwest Trust Co | 21 303 | 617 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 12 648 | 3,91 | 366 | 16,19 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 165 556 | −18,04 | 4 793 | −8,36 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 36 981 | 3,91 | 1 071 | 16,18 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 65 518 | −1,71 | 1 897 | 9,91 | ||||
2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 289 467 | 6,89 | 8 380 | 19,53 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 430 492 | 4,92 | 12 462 | 17,31 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 294 | 6,40 | 356 | 18,73 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 156 818 | −21,72 | 4 540 | −11,31 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 289 365 | −0,13 | 8 377 | 11,68 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 162 232 | 3,20 | 4 697 | 15,41 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 699 313 | 3,39 | 20 245 | 15,80 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 23 793 | 52,06 | 689 | 69,88 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 21 007 | 33,10 | 608 | 49,02 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 236 097 | 7,00 | 6 835 | 19,66 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 636 449 | −0,85 | 18 425 | 10,87 | ||||
2025-04-29 | 13F | Mills Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 140 248 | 0,00 | 3 631 | 0,00 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 463 229 | 1,66 | 13 410 | 13,67 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 9 608 | 52,44 | 278 | 70,55 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 606 068 | 0,73 | 18 | 13,33 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 926 209 | 8,42 | 26 814 | 21,23 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 6 019 | 1,24 | 174 | 13,73 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 30 522 | 22,36 | 884 | 36,90 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 4 159 | 14,70 | 120 | 29,03 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 509 084 | 10,43 | 43 688 | 23,48 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 712 989 | 32,15 | 20 641 | 47,77 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 79 664 | 2,01 | 2 306 | 14,10 | ||||
2025-08-14 | 13F | Mariner, LLC | 3 777 597 | 0,35 | 109 361 | 12,21 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 8 354 | 0,00 | 242 | 11,57 | ||||
2025-07-29 | 13F | Graver Capital Management, LLC | 227 154 | 7,45 | 6 576 | 20,15 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 11 075 | 0,00 | 321 | 17,15 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 60 262 | 1 745 | ||||||
2025-05-12 | 13F | Cahill Wealth Management, LLC | 62 651 | 6,45 | 1 622 | 8,64 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 76 067 | 2,83 | 2 202 | 14,99 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 125 008 | −0,23 | 3 171 | −0,22 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 26 399 | −1,02 | 764 | 10,72 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 1 971 067 | −5,18 | 57 062 | 6,03 | ||||
2025-07-24 | 13F | Eastern Bank | 222 | 0,00 | 6 | 20,00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 136 | 0,00 | 4 | 0,00 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 71 750 | 24,82 | 2 | 100,00 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 9 747 | −7,65 | 282 | 3,30 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13 150 | 8,69 | 381 | 21,41 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 14 420 | −1,49 | 417 | 10,32 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 222 257 | 1,94 | 6 434 | 14,00 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 8 276 | 291,30 | 240 | 342,59 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 96 | 0,00 | 3 | 0,00 | ||||
2025-07-15 | 13F | Fort Henry Capital, LLC | 178 036 | 1,64 | 5 154 | 13,65 | ||||
2025-07-29 | 13F | Private Trust Co Na | 22 093 | −3,28 | 640 | 8,12 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 577 | 17 | ||||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 29 757 | 14,13 | 861 | 27,56 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 62 983 | 10,45 | 1 823 | 23,51 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17 918 | 33,32 | 519 | 49,28 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 3 613 675 | 0,20 | 104 616 | 12,05 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18 128 | 0,21 | 525 | 11,97 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 911 962 | −2,73 | 26 401 | 8,77 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 9 659 | 0,00 | 280 | 11,60 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 14 371 | 15,47 | 416 | 29,19 | ||||
2025-08-12 | 13F | Change Path, LLC | 83 471 | −3,61 | 2 416 | 7,76 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 79 108 | −0,02 | 2 290 | 11,82 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 15 085 | −36,75 | 437 | −27,93 | ||||
2025-07-23 | 13F | Abel Hall, LLC | 15 557 | −0,22 | 450 | 11,66 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 796 983 | 23 073 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 178 | −42,21 | 548 | −41,01 | ||||
2025-08-05 | 13F | Burney Co/ | 28 844 | 228,67 | 835 | 267,84 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 175 | 5 | ||||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 506 684 | 78,28 | 14 669 | 99,35 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 20 864 | 15,38 | 604 | 29,06 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 12 200 | 353 | ||||||
2025-08-07 | 13F | Efficient Advisors, LLC | 476 585 | 1,07 | 13 797 | 13,02 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 34 234 | 291,47 | 991 | 338,50 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 2 561 130 | 74 145 | ||||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 59 420 | −9,17 | 2 | 0,00 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 81 | 2 | ||||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 19 028 | −0,95 | 551 | 10,66 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 320 | 0,00 | 9 | 12,50 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 32 488 | −14,09 | 941 | −3,98 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 982 286 | 3,03 | 28 437 | 15,21 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 66 985 | −26,94 | 1 939 | −18,29 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16 200 | 0,00 | 469 | 11,69 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 266 | −7,55 | 65 | 3,17 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 18 625 | 25,99 | 539 | 41,10 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 25 509 | 0,14 | 738 | 11,99 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 378 081 | −0,38 | 10 945 | 11,39 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 334 | 0,00 | 39 | 11,76 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 266 563 | 25,01 | 7 736 | 40,13 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 225 808 | 6,11 | 5 846 | 8,30 | ||||
2025-07-11 | 13F | Scratch Capital Llc | 6 932 | −30,92 | 201 | −22,78 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 521 | 0 | ||||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 56 577 | 10,05 | 2 | 0,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 467 152 | 17,08 | 13 524 | 30,92 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 181 273 | 1,71 | 5 248 | 13,72 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 106 812 | 3,01 | 3 092 | 15,20 | ||||
2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 391 008 | 1,82 | 11 320 | 13,85 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 13 875 | 0,95 | 402 | 12,96 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1 412 | 41 | ||||||
2025-07-09 | 13F | Krilogy Financial LLC | 37 664 | 5,37 | 1 090 | 17,84 | ||||
2025-08-04 | 13F | Ledyard National Bank | 999 184 | 1,20 | 28 926 | 13,16 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 6 | 0,00 | 0 | |||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 296 | 0,00 | 9 | 14,29 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 739 | 0,00 | 21 | 10,53 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 231 239 | 11,68 | 7 | 20,00 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Argent Trust Co | 9 793 | 284 | ||||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 52 817 | −22,15 | 1 529 | −12,93 | ||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1 697 608 | −13,57 | 49 146 | −3,35 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 438 329 | 13 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 17 734 | −4,09 | 513 | 7,32 | ||||
2025-08-07 | 13F | Allworth Financial LP | 109 184 | 13,18 | 3 161 | 26,55 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 238 844 | −0,63 | 6 931 | 15,63 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 216 573 | 3,46 | 6 270 | 15,69 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 151 054 | 8,76 | 4 373 | 21,64 | ||||
2025-08-08 | 13F | Creative Planning | 1 535 545 | −2,59 | 44 454 | 8,93 | ||||
2025-08-13 | 13F | Banco de Sabadell, S.A | 1 058 | 0 | ||||||
2025-07-10 | 13F | Moody National Bank Trust Division | 106 932 | 9,72 | 3 096 | 22,67 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 632 947 | 6,39 | 18 368 | 28,05 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 84 471 | 9,08 | 2 445 | 22,01 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 156 995 | 12,76 | 4 545 | 26,11 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 24 992 | 1,40 | 724 | 13,32 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 963 671 | 34,69 | 27 897 | 50,59 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 39 920 | 6,96 | 1 156 | 19,57 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 71 408 | 415,77 | 2 067 | 477,37 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 21 492 | 1 | ||||||
2025-08-14 | 13F | UBS Group AG | 6 126 711 | −0,14 | 177 368 | 11,67 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 11 390 | 339 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 19 864 | 12,91 | 575 | 26,37 | ||||
2025-08-04 | 13F | Hutchinson Capital Management/ca | 74 564 | 10,13 | 2 159 | 23,17 | ||||
2025-08-14 | 13F | Sei Investments Co | 26 378 | 764 | ||||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 24 721 | 735 | ||||||
2025-08-07 | 13F | Tillman Hartley LLC | 101 781 | 0,43 | 2 947 | 12,31 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 68 597 | 10,25 | 2 | 0,00 | ||||
2025-08-06 | 13F | North Capital, Inc. | 133 166 | 0,24 | 3 855 | 12,10 | ||||
2025-08-12 | 13F | Martin Worley Group | 173 904 | 18,90 | 5 035 | 32,96 | ||||
2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 225 | 0,14 | 64 | 12,28 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 189 931 | 5,11 | 5 499 | 17,53 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 374 342 | 1,38 | 10 837 | 13,37 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 129 | 0,78 | 4 | 0,00 | ||||
2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 213 154 | −4,34 | 6 171 | 6,97 | ||||
2025-08-14 | 13F | Fmr Llc | 9 522 057 | −10,34 | 275 664 | 0,26 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 110 880 | 3 | ||||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 22 827 | 29,65 | 661 | 45,05 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 669 377 | 0,34 | 19 378 | 12,20 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 181 127 | 4,42 | 5 244 | 16,77 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 27 404 | −0,43 | 793 | 11,38 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 47 841 | 0,49 | 1 385 | 12,34 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 14 778 | −3,25 | 428 | 8,10 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 19 853 | 33,11 | 575 | 48,70 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 117 722 | −5,06 | 3 538 | 10,22 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 44 810 | 42,19 | 1 297 | 59,14 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 68 778 | −11,02 | 1 991 | −0,50 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 427 571 | 0,91 | 12 | 20,00 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 2 519 591 | 2,30 | 65 484 | 4,80 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 110 511 | 4,99 | 3 199 | 17,39 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 218 | 6 | ||||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 292 656 | 7,38 | 8 472 | 20,09 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 | 100,00 | 6 | 150,00 | ||||
2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 72 019 | 19,99 | 2 085 | 34,19 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14 982 | −48,84 | 434 | −42,27 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 15 615 | −10,29 | 452 | 0,44 | ||||
2025-07-28 | 13F | Baker Boyer National Bank | 92 586 | −2,43 | 2 680 | 9,12 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 66 125 | 1,80 | 1 914 | 13,86 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 14 966 | 0,67 | 433 | 12,76 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 20 781 | −14,89 | 602 | −4,91 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 73 166 | 0,59 | 2 118 | 12,48 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21 486 | 622 | ||||||
2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 534 959 | −3,70 | 15 487 | 7,68 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 39 490 | 25,23 | 1 143 | 40,07 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 11 557 | 1,37 | 344 | 16,61 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 69 063 | −10,36 | 1 999 | 0,25 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 310 200 | 96,56 | 8 980 | 119,83 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 96 748 | 1,42 | 2 801 | 13,41 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 283 313 | 0,37 | 8 202 | 12,22 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 96 | 0,00 | 3 | 0,00 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 384 965 | −0,48 | 11 145 | 11,28 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 974 | 314,47 | 28 | 366,67 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 87 420 | −17,76 | 2 531 | −8,03 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 7 501 | 217 | ||||||
2025-07-11 | 13F | Great Waters Wealth Management | 354 067 | −5,75 | 10 250 | 5,39 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 17 692 | −0,84 | 512 | 11,06 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 471 205 | −6,06 | 13 641 | 5,05 | ||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 153 264 | 6,67 | 4 437 | 19,28 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 665 118 | 5,28 | 19 | 18,75 | ||||
2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 9 284 | 18,30 | 269 | 32,02 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 601 025 | 2,86 | 17 400 | 15,01 | ||||
2025-08-04 | 13F | Atria Investments Llc | 250 815 | −0,38 | 7 261 | 11,40 | ||||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 9 171 | 6,61 | 266 | 19,37 | ||||
2025-08-14 | 13F | Navigoe, LLC | 131 563 | 10,55 | 4 | 0,00 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 42 788 | −1,11 | 1 239 | 10,54 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 177 328 | 53 963,41 | 5 134 | 5,38 | ||||
2025-08-04 | 13F | Retirement Systems of Alabama | 12 668 769 | 0,00 | 366 761 | 11,82 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46 835 | 4,22 | 1 356 | 16,51 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 909 | −89,46 | 113 | −88,22 | ||||
2025-08-13 | 13F | Wealthquest Corp | 396 590 | 6,21 | 11 481 | 18,76 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 8 276 | 240 | ||||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 39 429 | 0,08 | 1 141 | 11,86 | ||||
2025-07-09 | 13F | Emprise Bank | 97 414 | 1 052,83 | 2 820 | 1 193,58 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 411 212 | 5,94 | 11 905 | 20,89 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 408 | 12 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 952 | −2,90 | 404 | 8,63 | ||||
2025-04-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Asset Dedication, LLC | 7 487 | 142,93 | 217 | 173,42 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 15 134 | 25,32 | 438 | 40,38 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 734 397 | 4,00 | 21 261 | 16,30 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 74 660 | −1,00 | 2 161 | 10,71 | ||||
2025-08-14 | 13F | Premier Financial Group | 2 | 0 | ||||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 255 997 | −0,59 | 7 411 | 11,16 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 1 094 058 | −12,88 | 31 673 | −2,58 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 125 | 0,00 | 4 | 0,00 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 606 532 | −0,28 | 17 559 | 11,51 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 879 739 | −4,14 | 25 468 | 7,19 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 1 590 | 46 | ||||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3 696 | −22,52 | 107 | −13,82 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Lincoln Capital Corp | 88 057 | 3,06 | 2 549 | 15,24 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 50 071 | 8,27 | 1 450 | 21,05 | ||||
2025-08-07 | 13F | Factory Mutual Insurance Co | 3 086 900 | 0,00 | 89 366 | 11,82 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 22 347 | −6,67 | 647 | 4,36 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 73 471 | 19,29 | 2 127 | 33,38 |