Grundläggande statistik
Institutionella ägare | 782 total, 782 long only, 0 short only, 0 long/short - change of 1,69% MRQ |
Genomsnittlig portföljallokering | 1.0212 % - change of 1,53% MRQ |
Institutionella aktier (lång) | 129 228 089 (ex 13D/G) - change of 7,35MM shares 6,03% MRQ |
Institutionellt värde (lång) | $ 8 035 506 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional U.S. Small Cap ETF (US:DFAS) har 782 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 129,228,089 aktier. Största aktieägare inkluderar Creative Planning, Northern Trust Corp, Bank Of America Corp /de/, Index Fund Advisors, Inc., Colony Group, LLC, Pure Financial Advisors, Inc., Envestnet Asset Management Inc, TCI Wealth Advisors, Inc., Midwest Trust Co, and Plancorp, LLC .
Dimensional ETF Trust - Dimensional U.S. Small Cap ETF (ARCA:DFAS) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 16, 2025 is 68,43 / share. Previously, on September 16, 2024, the share price was 63,51 / share. This represents an increase of 7,75% 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.
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
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 845 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load AllFil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-14 | 13F | Joseph P. Lucia & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 20 700 | 0,00 | 1 319 | 6,63 | ||||
2025-07-14 | 13F | Shearwater Capital LLC | 23 576 | 0,00 | 1 502 | 6,61 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 187 161 | 5,63 | 11 924 | 12,64 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 183 712 | 2,16 | 75 414 | 8,93 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 11 002 | 701 | ||||||
2025-08-11 | 13F | First American Trust, Fsb | 9 950 | 634 | ||||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 384 | −2,87 | 216 | 3,37 | ||||
2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 605 | 0,00 | 39 | 5,56 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 13 065 | 0,01 | 832 | 6,67 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 5 689 | 3,21 | 362 | 10,03 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 23 135 | −12,01 | 1 474 | −6,18 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 4 831 | 7,64 | 308 | 14,55 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 21 589 | 0,00 | 1 375 | 6,67 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 6 643 | 0,08 | 423 | 6,82 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 18 345 | −97,38 | 1 169 | −97,21 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 26 031 | −41,78 | 1 658 | −37,93 | ||||
2025-04-30 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 20 400 | −18,40 | 1 300 | −12,99 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 147 | 9 | ||||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 222 993 | 14 | ||||||
2025-08-07 | 13F | Summit Asset Management, LLC | 4 303 | 0,00 | 274 | 6,61 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 66 399 | 29,89 | 4 230 | 38,51 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 4 270 | 0,00 | 272 | 6,67 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 963 890 | −1,42 | 61 409 | 5,11 | ||||
2025-08-12 | 13F | Fca Corp /tx | 24 052 | 6,58 | 1 532 | 13,65 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 235 100 | 3,83 | 14 978 | 10,72 | ||||
2025-08-14 | 13F | Navigoe, LLC | 101 706 | −26,78 | 6 | −25,00 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 8 093 | 1,09 | 516 | 7,74 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 778 | 0,00 | 50 | 6,52 | ||||
2025-07-16 | 13F | Kendall Capital Management | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Family Investment Center, Inc. | 3 448 | 0,00 | 220 | 6,31 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 26 186 | −0,00 | 1 668 | 6,65 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 949 704 | −2,29 | 60 506 | 4,18 | ||||
2025-08-04 | 13F | Atria Investments Llc | 136 889 | 7,57 | 8 721 | 14,70 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 11 386 | 12,49 | 725 | 20,03 | ||||
2025-08-13 | 13F | M&t Bank Corp | 4 543 | 0,00 | 289 | 6,64 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 229 817 | 8,12 | 14 642 | 15,28 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 22 444 | 25,36 | 1 430 | 22,66 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 458 511 | −3,56 | 29 212 | 2,83 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tme Financial, Inc. | 50 256 | −10,09 | 3 202 | −4,13 | ||||
2025-07-11 | 13F | Diversified Trust Co | 6 457 | 0,00 | 411 | 6,75 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 133 296 | −1,02 | 8 492 | 5,54 | ||||
2025-07-23 | 13F | Asset Planning Corporation | 5 069 | 0,00 | 323 | 6,62 | ||||
2025-07-22 | 13F | Ellenbecker Investment Group | 3 682 | 0,08 | 235 | 6,85 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 14 956 | −14,20 | 953 | −8,55 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 3 711 | 0,08 | 222 | −8,68 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 42 236 | 17,88 | 2 691 | 25,70 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 343 | 0,00 | 22 | 5,00 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 3 470 | −36,85 | 221 | −32,62 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 801 | −3,78 | 178 | 2,89 | ||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 4 650 | 0,00 | 296 | 8,03 | ||||
2025-08-12 | 13F | Ade, Llc | 13 792 | 259,35 | 879 | 283,41 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 108 064 | −3,69 | 6 885 | 2,68 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9 474 | 1,57 | 566 | −6,75 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 234 180 | 7,88 | 14 920 | 15,04 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 731 | 0,27 | 47 | 6,98 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 788 890 | 4,89 | 177 680 | 11,84 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3 511 | 797,95 | 224 | 792,00 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 44 431 | 6,47 | 2 831 | 13,52 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 716 514 | 12,22 | 45 649 | 19,66 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 5 795 | −12,61 | 369 | −6,82 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 621 980 | 2,57 | 41 393 | 15,46 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 61 640 | −2,46 | 3 927 | 4,03 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 355 | 23 | ||||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 230 | 0,44 | 15 | 7,69 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 73 937 | 21,85 | 4 804 | 38,88 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3 436 | 0,00 | 219 | 6,34 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 55 314 | −52,74 | 3 524 | −49,61 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 3 939 | 23,29 | 251 | 31,58 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10 045 | 2,10 | 640 | 8,86 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 16 350 | −29,28 | 1 042 | −24,62 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 165 649 | 21,21 | 10 554 | 29,25 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 66 | 0,00 | 4 | 33,33 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 51 571 | 3 286 | ||||||
2025-07-28 | 13F | Strategent Financial, LLC | 47 356 | 13,06 | 3 017 | 20,58 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 64 106 | 2,45 | 4 084 | 9,26 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 50 687 | 42,03 | 3 229 | 51,45 | ||||
2025-08-13 | 13F | Northern Trust Corp | 7 849 400 | −1,57 | 500 085 | 4,95 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 25 149 | −13,17 | 1 602 | −7,40 | ||||
2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 3 519 | 0,00 | 224 | 6,67 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 126 142 | 7,40 | 8 | 14,29 | ||||
2025-07-29 | 13F | Regions Financial Corp | 3 514 | 0,00 | 224 | 6,70 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 125 375 | −2,37 | 8 | −99,91 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 3 171 | 202 | ||||||
2025-08-13 | 13F | Colonial Trust Co / SC | 8 157 | 0,00 | 520 | 6,57 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 720 | −29,97 | 110 | −25,34 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 23 734 | 89,45 | 1 501 | 100,94 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 157 722 | 22,85 | 10 | 42,86 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7 733 | −4,05 | 493 | 2,29 | ||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 67 898 | 0,86 | 4 393 | 9,22 | ||||
2025-07-24 | 13F | Cross Staff Investments Inc | 6 500 | 0,00 | 414 | 6,70 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 272 196 | 2,14 | 17 342 | 8,91 | ||||
2025-07-23 | 13F | First Financial Group Corp | 69 605 | 8,50 | 4 435 | 15,68 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 404 277 | 7,90 | 25 757 | 15,05 | ||||
2025-04-29 | 13F | Hm Payson & Co | 28 449 | −11,07 | 1 700 | −18,36 | ||||
2025-07-18 | 13F | Powers Advisory Group, LLC | 22 698 | 15,61 | 1 446 | 23,27 | ||||
2025-08-12 | 13F | Bokf, Na | 2 395 | 153 | ||||||
2025-08-11 | 13F | M Wealth Management, LLC | 37 635 | −5,52 | 2 398 | 0,71 | ||||
2025-08-14 | 13F | Parvin Asset Management, LLC | 1 100 | 0,00 | 70 | 7,69 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 2 445 | 0,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 343 428 | −6,76 | 21 881 | −0,60 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 3 282 | −5,20 | 209 | 1,46 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 3 548 | 226 | ||||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 235 285 | −1,22 | 14 990 | 5,33 | ||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 208 988 | 6,63 | 13 315 | 13,69 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 50 | 0,00 | 3 | 50,00 | ||||
2025-07-18 | 13F | BCO Wealth Management LLC | 11 012 | −12,50 | 702 | −6,66 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | CPA Asset Management LLC | 65 740 | 5,94 | 4 188 | 12,98 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21 957 | 6,34 | 1 399 | 13,38 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 5 825 960 | −0,43 | 371 172 | 6,17 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 437 | 0,00 | 28 | 3,85 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 89 735 | 19,23 | 5 717 | 27,16 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 996 | 1 529 | ||||||
2025-07-14 | 13F | S.A. Mason LLC | 7 569 | 0,50 | 482 | 7,35 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 6 737 | 0,00 | 429 | 6,72 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 60 830 | −1,49 | 3 875 | 5,04 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Enzi Wealth | 161 238 | 0,36 | 10 545 | 13,47 | ||||
2025-07-28 | 13F | Disciplined Equity Management, Inc. | 337 442 | 19,62 | 21 498 | 27,55 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 427 955 | −17,05 | 27 265 | −11,55 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 34 548 | −1,99 | 2 201 | 4,51 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 118 296 | 3,69 | 7 687 | 12,25 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 10 516 | −1,25 | 670 | 5,19 | ||||
2025-07-21 | 13F | Compass Planning Associates Inc | 1 756 | 0,29 | 112 | 6,73 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 5 664 | 361 | ||||||
2025-08-08 | 13F | KM Capital Management Ltd. | 10 134 | −10,61 | 646 | −4,73 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 24 235 | 18,98 | 1 544 | 26,87 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 4 453 | 0,00 | 284 | 6,39 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 6 343 | −14,96 | 404 | −7,97 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 34 981 | 24,81 | 2 229 | 33,09 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 952 | −43,56 | 698 | −39,86 | ||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 9 592 | 0,00 | 611 | 6,63 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 254 | 0,00 | 16 | 6,67 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 4 078 | −88,63 | 260 | −87,91 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 83 227 | 3,13 | 5 302 | 9,98 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 579 714 | 1,62 | 36 934 | 8,36 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 5 769 | 0,00 | 368 | 6,69 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 5 344 | 0,00 | 340 | 6,58 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 8 965 | 0,00 | 571 | 6,73 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 728 | 0 | ||||||
2025-08-12 | 13F | TCP Asset Management, LLC | 45 811 | 4,10 | 2 919 | 10,99 | ||||
2025-07-25 | 13F | Cwm, Llc | 182 217 | 11,30 | 12 | 22,22 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 147 | 0,00 | 9 | 12,50 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 274 361 | 7,16 | 17 480 | 14,26 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1 775 | 0,00 | 113 | 6,60 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 313 | 20 | ||||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19 732 | 2,01 | 1 | 0,00 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 72 726 | 3,45 | 4 633 | 10,31 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 2 563 | 0,04 | 0 | |||||
2025-08-18 | 13F | Hollencrest Capital Management | 2 852 | 0,00 | 182 | 6,47 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 246 718 | −0,75 | 15 718 | 5,83 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 261 819 | 18,29 | 17 | 23,08 | ||||
2025-05-28 | NP | CGHIX - Timber Point Global Allocations Fund Institutional Class Shares | 5 000 | 0,00 | 299 | −8,31 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 911 621 | −1,76 | 58 079 | 4,75 | ||||
2025-07-15 | 13F | Bfsg, Llc | 1 796 | 0,00 | 114 | 6,54 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 50 849 | 0,99 | 3 240 | −1,13 | ||||
2025-08-13 | 13F | ESG Planning | 72 939 | 0,05 | 4 647 | 6,68 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 2 034 | −33,83 | 130 | −29,51 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 652 | 1,82 | 551 | 8,68 | ||||
2025-07-16 | 13F | Plancorp, LLC | 1 366 196 | −2,42 | 87 040 | 4,05 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 440 | 0,00 | 28 | 7,69 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 19 399 | 4,12 | 1 236 | 10,96 | ||||
2025-07-16 | 13F | Kooman & Associates | 90 651 | 2,59 | 5 775 | 9,40 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 1 316 046 | −2,87 | 83 845 | 3,57 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 267 362 | 3,23 | 17 034 | 10,07 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 10 483 | 16,71 | 668 | 24,44 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 20 505 | 17,53 | 1 306 | 25,34 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 3 792 | −60,93 | 242 | −58,38 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 67 300 | 9,33 | 4 288 | 16,56 | ||||
2025-05-01 | 13F | Isthmus Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 14 020 | 0,27 | 921 | 18,38 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 5 015 | −22,01 | 320 | −16,93 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 416 | −50,39 | 90 | −47,06 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 4 631 | 0,00 | 295 | 6,88 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 24 155 | −1,24 | 1 539 | 5,27 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 232 178 | 12,21 | 14 792 | 19,66 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 878 | 247 | ||||||
2025-05-01 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 3 599 | −48,96 | 229 | −45,61 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 112 987 | 25,28 | 7 198 | 33,59 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 5 670 | 0,00 | 361 | 6,80 | ||||
2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 54 433 | 0,00 | 3 336 | −3,92 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 5 603 | 359 | ||||||
2025-08-05 | 13F | American Capital Advisory, LLC | 350 | 0,00 | 22 | 10,00 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 12 252 | 1,45 | 781 | 8,18 | ||||
2025-08-14 | 13F | Glenview Trust Co | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 4 269 | 0,00 | 272 | 6,27 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 8 713 | −10,18 | 555 | −4,15 | ||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 36 988 | 2,89 | 2 357 | 9,73 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 334 148 | 7,11 | 21 289 | 14,21 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 13 739 | 12,87 | 875 | 20,36 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 4 978 | 0,00 | 317 | 6,73 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 5 805 | 20,94 | 0 | |||||
2025-05-15 | 13F | Nova Wealth Management, Inc. | 18 | 0,00 | 1 | 0,00 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 118 727 | −2,14 | 7 564 | 4,36 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 559 | 36 | ||||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 75 308 | −1,56 | 4 798 | 4,97 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 44 635 | −8,43 | 2 844 | −2,37 | ||||
2025-08-08 | 13F | First Western Trust Bank | 59 032 | −1,13 | 3 761 | 5,41 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 34 871 | 24,24 | 2 252 | 34,23 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 5 555 | 0,00 | 354 | 6,65 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 32 087 | −60,53 | 2 044 | −57,91 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 29 150 | 86,62 | 1 857 | 99,04 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 6 206 | 1,80 | 395 | 8,52 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 50 955 | 1,85 | 3 045 | −6,48 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 90 987 | −1,07 | 5 797 | −3,16 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2 131 | 0,00 | 136 | 6,30 | ||||
2025-05-14 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 884 785 | 4,32 | 56 370 | 17,45 | ||||
2025-07-31 | 13F | City State Bank | 315 | 46,51 | 20 | 66,67 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 128 262 | 6,77 | 8 172 | 13,85 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 20 449 | −2,12 | 1 303 | 4,33 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 234 | −0,09 | 588 | 6,52 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 19 006 | −0,64 | 1 211 | 5,95 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 41 338 | 25,88 | 2 634 | 34,20 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 5 302 | 0,00 | 338 | 6,65 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 116 928 | −4,64 | 7 449 | 1,68 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 279 161 | 3,76 | 17 785 | 10,64 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4 968 | 0,12 | 317 | 6,76 | ||||
2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 28 682 | 17,61 | 1 827 | 25,39 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 10 683 | −28,32 | 681 | −23,60 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 181 | 0,00 | 12 | 10,00 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 56 656 | −4,34 | 3 610 | 2,01 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 6 065 | −6,81 | 386 | −0,52 | ||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 74 609 | 0,03 | 4 753 | 6,67 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 4 427 | 0,09 | 292 | 19,67 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 38 570 | 58,89 | 2 457 | 69,45 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 91 725 | −4,85 | 5 844 | 1,44 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 353 | 0,00 | 22 | 4,76 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 166 002 | 3,50 | 10 891 | 16,61 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 573 738 | −0,18 | 36 553 | 6,43 | ||||
2025-07-21 | 13F | Mendota Financial Group, LLC | 144 235 | 4,58 | 9 189 | 11,52 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 417 | 148 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 906 249 | −11,50 | 57 737 | −5,64 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 3 436 | 0,00 | 219 | 6,34 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 632 | 0,00 | 40 | 8,11 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 19 085 | 0,00 | 1 216 | 6,58 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 14 157 | 0,50 | 902 | 7,13 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 40 | −87,50 | 3 | −89,47 | ||||
2025-07-15 | 13F | Well Done, LLC | 64 177 | −1,95 | 4 089 | −4,02 | ||||
2025-08-12 | 13F | Tableaux Llc | 9 336 | 241 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 34 167 | −20,90 | 2 177 | −15,66 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 229 | 2,13 | 333 | 9,18 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17 456 | 0,51 | 1 112 | 8,70 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 15 589 | 3,34 | 993 | 10,21 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 3 071 | 0,00 | 196 | 6,56 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 9 083 | −2,07 | 579 | 4,33 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 129 368 | −1,09 | 8 242 | 5,48 | ||||
2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 76 882 | −29,84 | 4 898 | −25,19 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 8 799 | 0,00 | 561 | 6,67 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 373 334 | −3,63 | 151 205 | 2,76 | ||||
2025-07-07 | 13F | First Community Trust Na | 750 | −49,97 | 48 | −47,19 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 567 923 | 2,75 | 36 182 | 9,56 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 5 838 | −37,02 | 372 | −32,91 | ||||
2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22 692 | 2,30 | 1 446 | 9,06 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 24 277 | −28,00 | 1 547 | −23,24 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 16 016 | 41,52 | 1 020 | 50,89 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 736 | 0,00 | 47 | 6,98 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 171 189 | 2,45 | 10 906 | 15,12 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 19 175 | 0,10 | 1 222 | 6,73 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 17 275 | 7,85 | 1 101 | 14,94 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 373 022 | 7,28 | 24 135 | 16,17 | ||||
2025-07-21 | 13F | 25 Llc | 11 093 | −0,01 | 707 | 6,65 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 239 819 | 18,57 | 15 279 | 26,42 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 22 672 | −26,45 | 1 444 | −21,56 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 13 894 | −6,74 | 885 | −0,56 | ||||
2025-04-08 | 13F | HFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Colony Family Offices, LLC | 44 527 | 129,06 | 2 837 | 144,27 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 147 | −11,45 | 9 | −18,18 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 668 910 | −2,31 | 43 | 5,00 | ||||
2025-08-13 | 13F | JT Stratford LLC | 13 655 | 26,15 | 870 | 34,52 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 3 469 | 221 | ||||||
2025-08-14 | 13F | Mariner, LLC | 507 172 | 15,81 | 32 312 | 23,48 | ||||
2025-07-29 | 13F | Graver Capital Management, LLC | 10 426 | 0,00 | 664 | 6,75 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 7 812 | 0,00 | 0 | |||||
2025-07-29 | 13F | TFC Financial Management | 1 842 | 0,00 | 117 | 6,36 | ||||
2025-08-04 | 13F | Assetmark, Inc | 2 489 | 17,02 | 159 | 24,41 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 425 | −15,84 | 27 | −10,00 | ||||
2025-07-09 | 13F | Aurelius Family Office LLC | 43 691 | 1,12 | 2 784 | 7,83 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 230 280 | −0,39 | 14 671 | 6,21 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 26 247 | 1 672 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 215 903 | 8,79 | 13 755 | 16,01 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 174 | 253,06 | ||||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 100 | 0,00 | 134 | 6,40 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 1 192 | 0,00 | 77 | 18,75 | ||||
2025-05-12 | 13F | Cahill Wealth Management, LLC | 43 817 | 104,62 | 2 618 | 87,94 | ||||
2025-08-05 | 13F | Atlas Wealth LLC | 5 312 | −9,32 | 344 | −2,00 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 31 784 | 64,81 | 2 049 | 77,86 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 800 | −26,82 | 370 | −21,99 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 104 | 0,00 | 325 | 6,91 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 029 | 167,27 | 66 | 160,00 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 288 869 | −0,20 | 18 883 | 24,72 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 250 | 80 | ||||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 070 | 0,00 | 68 | 7,94 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 36 028 | 103,18 | 2 295 | 116,71 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 5 210 | 0,00 | 332 | 6,43 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 154 661 | 4,88 | 9 853 | 11,83 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 13 116 | −30,33 | 836 | −25,71 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 265 654 | 13,64 | 16 925 | 21,17 | ||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 9 510 | −3,01 | 606 | 3,42 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 96 | 0,00 | 6 | 20,00 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 102 289 | 12,95 | 6 517 | 20,44 | ||||
2025-07-30 | 13F | Bcm Advisors, Llc | 45 023 | 6,91 | 2 954 | 17,60 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 684 | 0,00 | 44 | 7,50 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 992 | 0,00 | 318 | 6,71 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 134 426 | 1 041,82 | 8 564 | 1 118,21 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 839 | 0,00 | 53 | 6,00 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 123 129 | 7,05 | 7 845 | 14,14 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 212 084 | −8,92 | 13 512 | −2,88 | ||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 184 192 | 19,46 | 11 287 | 14,80 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 102 972 | 3,87 | 6 560 | 10,75 | ||||
2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | AG Asset Advisory, LLC | 31 195 | 3,96 | 1 987 | 10,82 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 196 149 | −0,03 | 12 497 | 6,59 | ||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 762 | 46 | ||||||
2025-07-22 | 13F | Sutton Place Investors Llc | 31 666 | −0,86 | 2 017 | 5,71 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 4 583 | 0,02 | 292 | 6,59 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 170 011 | −7,18 | 10 831 | −1,03 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 128 | −94,15 | 0 | |||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 4 704 | 0,00 | 300 | 6,41 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 5 211 | −7,39 | 332 | −1,49 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3 556 | 0,00 | 227 | 6,60 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 783 227 | −0,83 | 49 895 | 5,73 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3 440 | 0,00 | 219 | 6,83 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 115 909 | 7,34 | 7 385 | 14,45 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 143 403 | −2,94 | 9 | 12,50 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 374 | 0,27 | 24 | 4,55 | ||||
2025-08-12 | 13F | Argent Trust Co | 4 984 | −2,75 | 318 | 3,59 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 20 702 | 104,46 | 1 319 | 118,21 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 778 | 685,86 | 50 | 880,00 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 313 707 | 1,70 | 20 523 | 19,52 | ||||
2025-08-07 | 13F | Prospect Financial Group LLC | 20 410 | 24,03 | 1 300 | 32,25 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 428 | 0,00 | 27 | 8,00 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 17 530 | 26,35 | 1 117 | 34,78 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15 743 | −35,34 | 1 003 | −31,09 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 6 770 | 0,00 | 431 | 6,68 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 324 881 | −9,93 | 20 698 | −3,96 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 5 704 | 0,00 | 363 | 6,76 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 82 582 | −6,40 | 5 325 | 8,39 | ||||
2025-08-14 | 13F | Sei Investments Co | 25 049 | 1 596 | ||||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 247 | 0,00 | 16 | 7,14 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 8 223 | 524 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 762 | 0,27 | 686 | 6,86 | ||||
2025-07-15 | 13F | Kwmg, Llc | 459 207 | 2,87 | 29 256 | 9,68 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 3 539 | 0,28 | 225 | 7,14 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 18 727 | 0,00 | 1 193 | 6,62 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 42 456 | −1,45 | 2 705 | 5,05 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 94 447 | 14,04 | 6 017 | 21,60 | ||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 341 545 | −27,57 | 22 098 | −23,03 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 35 747 | −0,61 | 2 277 | 5,96 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 35 728 | −0,36 | 2 276 | 6,26 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 38 904 | −0,93 | 2 479 | 5,63 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 4 765 | 0,00 | 304 | 6,69 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31 416 | 91,78 | 2 001 | 104,60 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 238 840 | 15,09 | 15 216 | 22,72 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 3 282 | 209 | ||||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Forum Financial Management, LP | 146 038 | −0,51 | 9 304 | 6,09 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 256 649 | 1,10 | 16 351 | 7,80 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 89 290 | 35,63 | 5 689 | 44,62 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 6 803 | −22,38 | 433 | −17,21 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 918 | 0,00 | 58 | 7,41 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 377 509 | −9,31 | 24 051 | −3,30 | ||||
2025-08-15 | 13F | Morgan Stanley | 271 939 | 0,72 | 17 325 | 7,40 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 4 952 | −12,99 | 315 | −7,35 | ||||
2025-07-31 | 13F | New Hampshire Trust | 328 629 | 3,99 | 20 937 | 10,88 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 64 000 | −55,20 | 4 077 | −52,24 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 8 338 | 2,45 | 550 | 13,17 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 46 263 | 4,46 | 2 947 | 11,38 | ||||
2025-07-25 | 13F | Parker Financial LLC | 88 802 | 10,98 | 5 658 | 18,32 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 4 017 | 256 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 6 674 | 24,91 | 426 | 33,23 | ||||
2025-08-14 | 13F | Kmt Wealth Management, Llc | 90 461 | 0,00 | 5 763 | 6,62 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 35 557 | −3,49 | 2 265 | 2,91 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 2 310 | 0,13 | 147 | 7,30 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 30 072 | 7,51 | 1 916 | 14,60 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 21 127 | 0,00 | 1 346 | 6,66 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 6 779 | 0,00 | 432 | 6,42 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 119 582 | −3,32 | 7 619 | 3,09 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Keybank National Association/oh | 8 943 | 0,00 | 570 | 6,55 | ||||
2025-08-14 | 13F | First Manhattan Co | 3 469 | 0,00 | 221 | 6,76 | ||||
2025-08-14 | 13F | UBS Group AG | 817 789 | 13,16 | 52 101 | 20,67 | ||||
2025-08-14 | 13F | Acas, Llc | 51 145 | 8,65 | 3 457 | 25,99 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 28 186 | 8,47 | 1 796 | 15,66 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6 508 | −8,38 | 415 | −2,36 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 15 725 | −1,69 | 1 002 | 4,82 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 31 550 | 2 010 | ||||||
2025-07-18 | 13F | Financial Consulate, Inc | 397 666 | 12,13 | 25 335 | 19,56 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 861 | 30,80 | 373 | 39,70 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 1 015 | 0,00 | 65 | 6,67 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 4 197 | −0,36 | 267 | 18,67 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 317 697 | 6,11 | 20 240 | 13,14 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 954 004 | 7,35 | 60 780 | 14,46 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 6 580 | −19,06 | 419 | −13,61 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 3 945 | −17,57 | 251 | −11,93 | ||||
2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 346 275 | 1,46 | 22 061 | 8,18 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 388 887 | −2,74 | 24 776 | 3,70 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 585 | −6,40 | 37 | 0,00 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 45 692 | 2,34 | 2 911 | 9,15 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 10 564 | 1,30 | 673 | 8,03 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 3 017 | 0,23 | 192 | 7,26 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 44 057 | −3,34 | 2 807 | 3,05 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Brighton Jones Llc | 6 538 | −1,04 | 417 | 5,58 | ||||
2025-04-23 | 13F | Investment Planning Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 320 429 | 6,59 | 20 415 | 13,66 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 88 754 | −3,34 | 5 655 | 3,06 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 6 393 | 0,84 | 407 | 7,67 | ||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 171 936 | 1,97 | 10 954 | 8,72 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 57 214 | 2,70 | 3 645 | 9,53 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 408 772 | 17,00 | 26 035 | 24,72 | ||||
2025-08-12 | 13F | Private Management Group Inc | 3 447 | −2,96 | 220 | 3,30 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 70 606 | 13,51 | 4 498 | 21,04 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 5 720 | 0,00 | 364 | 6,74 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 409 | −23,21 | 153 | −6,71 | ||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 35 438 | 2 303 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 55 980 | −0,60 | 3 566 | 5,97 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 5 452 | 347 | ||||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 4 026 | 2,08 | 241 | −6,25 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 11 156 | 0,00 | 711 | 6,61 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 66 210 | 6,33 | 4 302 | 15,12 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 549 865 | 15,60 | 35 032 | 23,26 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 13 323 | 849 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 5 813 | 0,00 | 370 | 6,63 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8 093 | 4,56 | 516 | 11,47 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 3 819 | 0,00 | 243 | 6,58 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5 554 | −29,83 | 354 | −25,21 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72 024 | 11,17 | 4 589 | 18,55 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 350 640 | −0,17 | 22 339 | 6,44 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 47 885 | 9,11 | 3 051 | 16,32 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 34 348 | −0,42 | 2 188 | 6,21 | ||||
2025-08-11 | 13F | Citigroup Inc | 62 | 933,33 | 4 | |||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 46 021 | 45,61 | 2 932 | 55,30 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 5 012 | 0,00 | 319 | 6,69 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 92 390 | 175,12 | 5 886 | 193,42 | ||||
2025-08-14 | 13F | Clg Llc | 56 246 | −8,82 | 3 583 | −2,77 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 788 381 | 4,98 | 47 106 | −3,62 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24 385 | −34,72 | 1 554 | −30,39 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 595 | 42,27 | 165 | 52,78 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 112 693 | −0,26 | 7 180 | 6,34 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 438 | −84,51 | 28 | −83,93 | ||||
2025-07-18 | 13F | Truist Financial Corp | 475 846 | −8,79 | 30 316 | −2,74 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 11 095 | 0,01 | 707 | 6,65 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1 688 | 0,00 | 108 | 7,00 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 227 424 | 1,40 | 14 489 | 8,13 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 8 952 | 0,00 | 570 | 6,74 | ||||
2025-08-14 | 13F | First Foundation Advisors | 3 444 | 0,00 | 219 | 6,83 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35 368 | 199,75 | 2 253 | 220,03 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 164 | 0,61 | 10 | 11,11 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 97 661 | 155,63 | 6 222 | 172,61 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 9 259 | 9,42 | 590 | 16,63 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 335 322 | 10,20 | 21 363 | 17,50 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 16 038 | 0,00 | 958 | 95 700,00 | ||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 23 686 | 55,05 | 1 509 | 65,46 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 23 688 | −7,01 | 1 509 | −0,85 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 22 331 | 139,32 | 1 423 | 155,30 | ||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 301 708 | 1,88 | 19 222 | 8,62 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 11 540 | 32,46 | 735 | 29,86 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 11 179 | 0,00 | 668 | −8,25 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 45 308 | 3,60 | 2 887 | 10,45 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 576 109 | 28,36 | 36 704 | 36,87 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 29 511 | 0,00 | 2 | 0,00 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 48 948 | −15,95 | 3 118 | −10,41 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 45 845 | 8,24 | 2 921 | 15,42 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 6 221 | −50,51 | 396 | −47,27 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 22 130 | 1,14 | 1 410 | 7,80 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 7 954 | −50,00 | 507 | −46,74 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 123 152 | 2,18 | 8 057 | 11,89 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 375 | 0,00 | 88 | 6,10 | ||||
2025-07-16 | 13F | Embree Financial Group | 44 696 | 11,08 | 2 848 | 18,43 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 252 | 26,10 | 1 099 | 34,68 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 22 524 | 5,48 | 1 435 | 12,55 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 547 045 | −3,27 | 34 852 | 3,14 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3 708 | 236 | ||||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 133 095 | 14,30 | 8 479 | 21,88 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 121 398 | −2,05 | 7 734 | 4,44 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 46 608 | 62,66 | 2 969 | 73,42 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 18 443 | 0,22 | 1 175 | 6,92 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 26 198 | −3,52 | 1 669 | 2,90 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 4 520 | 0,00 | 288 | 6,30 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 31 839 | 24,65 | 2 028 | 32,90 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 42 567 | 173,13 | 2 798 | 200,43 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 22 794 | −3,41 | 1 452 | 2,98 | ||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 75 196 | −0,97 | 4 791 | 5,60 | ||||
2025-07-16 | 13F/A | CX Institutional | 19 273 | −78,56 | 1 | −80,00 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 35 139 | 0,84 | 2 239 | 7,54 | ||||
2025-08-12 | 13F | Archer Investment Corp | 15 | 0,00 | 1 | |||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 10 514 | 31,23 | 670 | 39,96 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 274 017 | 6,07 | 17 458 | 13,10 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13 378 | 26,78 | 852 | 35,24 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 118 798 | 6,68 | 7 569 | 13,75 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 487 757 | 18,77 | 31 075 | 26,65 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 17 572 | −3,14 | 1 131 | 4,43 | ||||
2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 965 027 | 15,15 | 61 482 | 22,78 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 162 737 | 10 368 | ||||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 28 004 | 0,00 | 1 784 | 6,63 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 479 459 | 3,75 | 30 546 | 10,62 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 13 195 | 5,53 | 841 | 12,45 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 156 649 | 7,92 | 9 980 | 15,08 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 23 047 | −44,73 | 1 | −50,00 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 12 601 | −0,47 | 803 | 6,08 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 12 521 | −38,08 | 798 | −36,75 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6 216 760 | 15,66 | 396 070 | 23,32 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 43 144 | 0,79 | 2 749 | 7,47 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 6 803 | 0,22 | 406 | −7,94 | ||||
2025-08-07 | 13F | Commerce Bank | 12 304 | −8,87 | 784 | −2,85 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 407 632 | 4,68 | 26 851 | 15,40 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 13 795 | 28,50 | 879 | 36,97 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 6 572 | 0,00 | 419 | 6,63 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 116 597 | −0,44 | 7 428 | 6,16 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 42 167 | −0,09 | 2 519 | −8,27 | ||||
2025-08-11 | 13F | WPWealth LLP | 170 511 | 406,61 | 10 863 | 440,18 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 219 558 | 6,01 | 77 698 | 13,03 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 18 647 | 8,31 | 1 188 | 15,47 | ||||
2025-07-15 | 13F | Cordant, Inc. | 71 035 | 4,94 | 4 526 | 11,89 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 146 317 | 2,78 | 9 322 | 9,58 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 656 567 | 18,45 | 40 569 | 22,49 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 28 247 | 32,57 | 1 800 | 41,32 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 45 015 | 0,13 | 2 868 | 6,78 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 311 802 | 4,09 | 19 865 | 10,99 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 19 467 | 0,00 | 1 240 | 6,62 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 117 629 | 2,14 | 7 494 | 8,91 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 3 643 | 0,00 | 232 | 6,91 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 71 747 | 0,00 | 4 397 | −3,91 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 38 988 | 11,79 | 2 484 | 19,20 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 145 124 | 10,95 | 9 246 | 18,30 | ||||
2025-07-15 | 13F | Lynch & Associates/in | 5 645 | 7,10 | 360 | 14,33 | ||||
2025-08-13 | 13F | Lauer Wealth, LLC | 39 160 | 0,46 | 2 521 | 11,01 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 854 | 0,00 | 54 | 5,88 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 1 021 | 0,00 | 65 | 6,56 | ||||
2025-08-14 | 13F | Comerica Bank | 398 094 | 1,95 | 25 363 | 8,71 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 590 445 | 19,72 | 37 617 | 27,65 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 44 339 | 5,16 | 2 825 | 12,11 | ||||
2025-07-14 | 13F | Abacus Planning Group, Inc. | 90 651 | 5 775 | ||||||
2025-07-25 | 13F | Acorn Creek Capital Llc | 400 455 | 176,36 | 25 513 | 194,70 | ||||
2025-08-14 | 13F | Destination Wealth Management | 4 259 | 271 | ||||||
2025-07-17 | 13F | MBA Advisors LLC | 82 636 | 90,75 | 5 265 | 103,40 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 17 209 | 14,14 | 1 096 | 21,78 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 8 786 | 0,27 | 560 | 6,88 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 99 811 | 5,56 | 6 359 | 12,55 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 46 687 | 3,07 | 2 974 | 9,90 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 57 728 | −0,85 | 3 678 | 5,72 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 16 734 | −1,82 | 1 066 | 4,72 | ||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 47 859 | 4,35 | 3 086 | 154 150,00 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 5 742 | 4,31 | 366 | 11,28 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 742 | 3,60 | 1 | 0,00 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 57 164 | 4,72 | 3 642 | 11,65 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 26 192 | 2,56 | 1 669 | 9,38 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 187 123 | 327,63 | 11 922 | 356,04 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 394 009 | 0,83 | 25 102 | 7,51 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 791 | 0,01 | 624 | 6,50 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 6 502 | −46,09 | 414 | −42,50 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 199 638 | 2,73 | 12 719 | 9,53 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 171 913 | −5,12 | 10 953 | 1,16 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 47 770 | −1,41 | 3 043 | 5,11 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 5 477 | 0,00 | 349 | 6,42 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25 989 | 32,06 | 1 656 | 40,85 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 39 665 | 80,33 | 2 527 | 92,31 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 110 008 | 131,08 | 7 009 | 146,41 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 65 239 | −20,99 | 4 156 | −15,75 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 44 934 | 0,00 | 2 863 | 6,63 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 47 883 | −3,44 | 3 051 | 2,97 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 118 991 | 0,32 | 7 581 | 6,97 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 53 | 0,00 | 3 | 0,00 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 66 001 | −1,79 | 4 205 | 4,71 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 670 | −10,02 | 552 | −4,00 | ||||
2025-08-11 | 13F | Cladis Investment Advisory, LLC | 9 159 | 0,01 | 584 | 6,58 | ||||
2025-08-04 | 13F | Spire Wealth Management | 133 117 | −0,74 | 8 481 | 5,83 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 016 654 | −0,62 | 64 771 | 5,97 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 60 192 | 13,79 | 3 835 | 21,33 | ||||
2025-08-08 | 13F | Creative Planning | 20 228 460 | 20,26 | 1 288 755 | 28,23 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 333 | 556,65 | 85 | 600,00 | ||||
2025-07-16 | 13F | ORG Partners LLC | 387 | 0,00 | 25 | 8,70 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 431 | 0,00 | 27 | 8,00 | ||||
2025-07-16 | 13F | Amarillo National Bank | 6 076 | 0,00 | 387 | 6,61 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 1 977 | 0,00 | 126 | 5,93 | ||||
2025-08-07 | 13F | Midwest Trust Co | 1 873 337 | 119 350 | ||||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 53 150 | −6,55 | 3 386 | −0,35 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 89 836 | 11,20 | 5 723 | 18,56 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 3 984 | 0,18 | 254 | 6,75 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 4 814 | 0,00 | 307 | 6,62 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 101 | 6 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 143 984 | −19,99 | 9 173 | −14,69 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 465 735 | 0,76 | 157 092 | 7,44 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 10 642 | 43,66 | 678 | 53,17 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 100 271 | 0,53 | 6 388 | 7,20 | ||||
2025-08-14 | 13F | Betterment LLC | 9 781 | 6,15 | 1 | |||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 730 447 | 3,70 | 46 537 | 10,57 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 252 | 0,40 | 16 | 14,29 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 72 820 | −0,26 | 4 639 | 6,35 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 14 435 | −19,22 | 920 | −13,87 | ||||
2025-08-14 | 13F | Stadion Money Management, LLC | 234 132 | 0,43 | 14 917 | 7,09 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 28 169 | −3,31 | 1 795 | 3,10 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 252 | 0,00 | 16 | 6,67 | ||||
2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 670 | 2,49 | 234 | 9,39 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 25 139 | 1 602 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 230 | 0,00 | 652 | 6,55 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 4 198 | −12,01 | 277 | −3,16 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 251 | 0,00 | 16 | 7,14 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 21 277 | −0,52 | 1 356 | 6,11 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 38 885 | 32,30 | 3 | 100,00 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 7 337 | 0,00 | 467 | 6,62 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 517 | 97 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 310 763 | 18,89 | 19 799 | 26,77 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 30 141 | −2,96 | 1 920 | 3,50 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 43 088 | −5,65 | 2 832 | −4,74 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 625 284 | −7,32 | 39 837 | −1,18 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10 607 | 44,41 | 676 | 54,11 | ||||
2025-08-14 | 13F | 10Elms LLP | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 18 440 | 13,37 | 1 175 | 20,91 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 184 002 | 4,95 | 11 723 | 11,90 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 5 698 | 47,96 | 363 | 57,83 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 4 488 | −10,81 | 286 | −5,00 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 1 887 | 11,52 | 120 | 18,81 | ||||
2025-06-03 | 13F | Invst, LLC | 108 185 | −59,71 | 6 464 | −63,01 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 31 554 | 6,99 | 2 010 | 14,07 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 228 910 | −11,72 | 14 584 | −6,30 | ||||
2025-07-11 | 13F | Busey Wealth Management | 3 431 | 0,00 | 219 | 6,34 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 913 | 0,00 | 0 | |||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 3 516 | 232 | ||||||
2025-08-11 | 13F | Platform Technology Partners | 54 797 | 9,31 | 3 491 | 16,56 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 5 267 | 4,84 | 336 | 11,67 | ||||
2025-07-16 | 13F | Jentner Corp | 17 789 | 57,61 | 1 133 | 68,10 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 210 | 14 | ||||||
2025-08-12 | 13F | GDS Wealth Management | 4 099 | 0,00 | 261 | 6,97 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 272 | 0,00 | 17 | 6,25 | ||||
2025-07-15 | 13F | Maseco Llp | 320 679 | 20 424 | ||||||
2025-08-12 | 13F | MAI Capital Management | 149 123 | 0,54 | 9 501 | 7,20 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 707 217 | 0,53 | 45 057 | 7,19 | ||||
2025-08-12 | 13F | Intrepid Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 13 428 | 3,97 | 1 | |||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 3 425 | 218 | ||||||
2025-08-12 | 13F | NFP Retirement, Inc. | 7 618 | 0,54 | 485 | 7,30 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 429 | −15,92 | 346 | −10,39 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 1 559 | 0,26 | 99 | −1,00 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 1 706 | 0,00 | 109 | 6,93 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 39 094 | −0,37 | 2 336 | −8,54 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 26 218 | 5,48 | 1 670 | 12,46 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 187 525 | 0,42 | 11 947 | 7,07 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 104 470 | −11,05 | 6 656 | −5,16 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 41 720 | −16,18 | 2 658 | −10,63 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 78 | 0,00 | 5 | 0,00 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 34 757 | 0,00 | 2 077 | 0,00 | ||||
2025-07-30 | 13F | Whittier Trust Co | 3 088 | 0,00 | 197 | 6,52 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 14 997 | 16,21 | 955 | 23,87 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 7 379 | 13,44 | 470 | 21,13 | ||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 240 340 | 63,82 | 15 312 | 74,69 | ||||
2025-05-07 | 13F/A | Meridian Management Co | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 559 | 354 | ||||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 3 719 | 2,09 | 237 | 8,76 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 675 | −68,62 | 43 | −66,41 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 881 370 | 5,22 | 56 152 | 12,19 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 31 280 | 192,72 | 2 | |||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 6 573 | 0,00 | 419 | 6,63 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | AlphaCore Capital LLC | 24 547 | −66,17 | 1 564 | −63,94 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 135 842 | −10,01 | 8 655 | −4,05 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 180 522 | −6,44 | 11 501 | −0,23 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 4 818 | 0,00 | 314 | 0,00 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 77 501 | 699,14 | 4 938 | 752,68 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 150 416 | 9 583 | ||||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 2 433 | 0,00 | 155 | 6,90 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 172 142 | 7,06 | 10 967 | 14,17 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 15 971 | −3,11 | 1 018 | 3,35 | ||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 37 953 | 0,07 | 2 418 | 6,66 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 559 179 | 115,71 | 35 625 | 130,02 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 253 403 | 3,04 | 16 144 | 9,87 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 79 503 | 83,83 | 5 065 | 96,01 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 383 457 | −4,82 | 24 430 | 1,49 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 22 916 | 0,52 | 1 460 | 7,12 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 6 825 | 6,47 | 435 | 13,61 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 31 550 | −1,07 | 2 010 | 5,51 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 5 200 | 0,00 | 331 | 14,14 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 5 502 | −31,67 | 351 | −27,23 | ||||
2025-07-29 | 13F | Private Trust Co Na | 5 143 | −1,51 | 328 | 4,81 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 139 919 | 9,99 | 8 914 | 17,29 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 148 370 | −13,17 | 9 453 | −7,42 | ||||
2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 16 449 | 6,83 | 1 048 | 13,80 | ||||
2025-08-12 | 13F | Change Path, LLC | 7 010 | 3,42 | 447 | 10,40 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 552 | −28,10 | 630 | −34,03 | ||||
2025-04-28 | 13F | BetterWealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 44 956 | −3,31 | 2 864 | 3,10 | ||||
2025-07-21 | 13F | Hilltop National Bank | 1 109 | 0,00 | 71 | −2,78 | ||||
2025-05-15 | 13F | IronBridge Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 907 | 58 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 852 | 85 100,00 | 54 | |||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 109 158 | 0,16 | 6 522 | −8,04 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 19 585 | 0,00 | 1 248 | 6,58 | ||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 16 123 | 23,59 | 1 027 | 31,84 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 48 818 | 2,43 | 3 110 | 9,24 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 7 881 | 11,98 | 502 | 19,52 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 14 049 | 16,77 | 895 | 24,65 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 43 822 | −1,35 | 2 792 | 5,32 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 3 524 | −2,81 | 211 | −10,64 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 9 278 | 0,00 | 591 | 6,68 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 44 225 | 210,26 | 2 818 | 231,02 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 213 | 14 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 3 068 777 | 14,56 | 195 512 | 22,16 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 17 625 | 0,00 | 1 123 | 6,55 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 97 017 | −4,65 | 6 181 | 1,66 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 48 574 | −0,26 | 3 095 | 6,36 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 120 245 | 0,00 | 7 185 | 0,00 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 518 | 0,00 | 97 | 6,67 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29 867 | −39,77 | 2 | −66,67 | ||||
2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | |||||
2025-04-17 | 13F | Rs Crum Inc. | 41 072 | −7,06 | 2 454 | −14,64 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 3 567 | 227 | ||||||
2025-08-08 | 13F | VeraBank, N.A. | 118 638 | 13,31 | 7 558 | 20,81 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 52 865 | 0,00 | 3 368 | 6,65 | ||||
2025-08-07 | 13F | Allworth Financial LP | 168 937 | −1,95 | 10 763 | 8,00 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 27 720 | −23,30 | 1 766 | −18,20 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 24 416 | 1 556 | ||||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 222 039 | −0,92 | 14 146 | 5,65 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 175 273 | −13,43 | 11 167 | −7,70 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 25 395 | 0,00 | 1 618 | 6,59 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 4 158 | 0,17 | 265 | 6,88 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 56 473 | −1,41 | 3 598 | 5,11 |