Grundläggande statistik
| Institutionella ägare | 726 total, 726 long only, 0 short only, 0 long/short - change of 0,83% MRQ |
| Genomsnittlig portföljallokering | 1.2959 % - change of −3,21% MRQ |
| Institutionella aktier (lång) | 159 861 768 (ex 13D/G) - change of 2,70MM shares 1,72% MRQ |
| Institutionellt värde (lång) | $ 8 503 055 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF (US:DFAT) har 726 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 159,861,768 aktier. Största aktieägare inkluderar Creative Planning, Colony Group, LLC, Forum Financial Management, LP, Index Fund Advisors, Inc., Savant Capital, LLC, Buckingham Strategic Partners, Pure Financial Advisors, Inc., EP Wealth Advisors, Inc., Jackson Thornton Asset Management, Llc, and CI Private Wealth, LLC .
Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF (ARCA:DFAT) 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 58,86 / share. Previously, on September 16, 2024, the share price was 54,45 / share. This represents an increase of 8,10% 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.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23 325 | 100,51 | 1 | |||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 270 345 | −9,70 | 14 588 | −5,37 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 82 963 | −0,60 | 4 477 | 4,17 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 33 | 2 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 786 | 13,26 | 42 | 20,00 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 8 730 | −0,02 | 471 | 4,90 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9 478 | 15,44 | 511 | 21,09 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 75 709 | −3,17 | 4 085 | 1,49 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 11 019 | −1,55 | 595 | 3,13 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 24 602 | −0,87 | 1 328 | 3,92 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7 449 | 63,46 | 402 | 71,37 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 408 | 0,00 | 184 | 4,57 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 234 148 | 4,43 | 12 635 | 9,44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 229 | 12 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 883 | 0,74 | 263 | 5,62 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22 800 | 4,59 | 1 230 | 9,63 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 508 | 0,00 | 27 | 3,85 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 16 607 | −0,01 | 896 | 4,80 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 6 947 | 0,00 | 375 | 4,76 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 895 203 | −4,72 | 102 265 | −0,15 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 4 483 | 0,00 | 242 | 4,78 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 53 985 | 18,08 | 2 913 | 23,75 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 229 601 | −0,30 | 12 | 9,09 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 141 608 | 0,25 | 7 641 | 5,06 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 586 205 | −25,24 | 31 632 | −21,65 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 521 | 0,00 | 244 | 4,74 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 536 252 | 5,75 | 28 936 | 10,82 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 9 053 | 0,00 | 488 | 4,72 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8 317 | 0,00 | 449 | −3,03 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5 722 | 5,53 | 309 | 10,39 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 261 350 | 24,34 | 68 062 | 30,31 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 550 | −36,76 | 84 | −34,13 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 45 920 | 0,00 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 86 551 | −7,35 | 4 670 | −2,89 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 4 555 | 0,18 | 246 | 4,70 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 10 658 | −0,52 | 575 | 4,36 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 6 664 | 0,00 | 360 | 4,66 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 129 926 | 2,46 | 7 011 | 7,38 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 811 | 0,00 | 260 | 4,86 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 33 973 | 1 833 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 505 | −6,16 | 621 | −1,74 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 4 114 | −2,42 | 222 | 1,84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 2 363 | −25,60 | 128 | −22,09 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 88 940 | 88,20 | 4 799 | 97,25 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 75 964 | 10,11 | 4 099 | 15,40 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 8 103 | −72,85 | 437 | −71,55 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5 844 | 315 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 8 608 | 56,88 | 464 | 64,54 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 10 079 | 0,00 | 519 | −7,50 | ||||
| 2025-07-29 | 13F | Schubert & Co | 32 004 | 0,24 | 1 727 | 5,05 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4 601 657 | 7,77 | 248 305 | 12,94 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 9 284 | −35,05 | 501 | −32,07 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 3 956 | 0,00 | 213 | 4,93 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 657 077 | 1,19 | 91 968 | 15,51 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 541 | 0,00 | 29 | 7,41 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 392 013 | 7,95 | 21 153 | 13,13 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23 941 | 12,27 | 1 292 | 17,58 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 30 674 | 0,00 | 1 655 | 4,81 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 7 707 | 0,00 | 416 | 4,80 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15 732 | 56,35 | 849 | 63,71 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 389 227 | −8,82 | 21 003 | −4,45 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 5 534 | 0,45 | 299 | 5,30 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 8 619 | 0,47 | 465 | 5,44 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 15 281 | 0,37 | 868 | 14,21 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7 211 | 0,00 | 389 | 4,85 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 131 | 655 | ||||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 186 623 | −0,15 | 10 070 | 4,65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 553 224 | 10,03 | 83 812 | 15,31 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 123 150 | −4,69 | 6 645 | −0,12 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 640 | 35,02 | 35 | 41,67 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 4 000 | −5,30 | 215 | 5,39 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 544 | 0,00 | 29 | 3,57 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 135 956 | −15,94 | 7 336 | −11,90 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 12 271 | 0,00 | 662 | 4,91 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 297 | 0,00 | 232 | 4,52 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 89 162 | 227,63 | 4 811 | 243,40 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 44 323 | 13,59 | 2 392 | 19,01 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 26 388 | −5,06 | 1 424 | −0,56 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 156 852 | 25,52 | 8 464 | 31,54 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 36 | 0,00 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 15 120 | 178,76 | 816 | 192,11 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 14 021 | −0,88 | 757 | 3,85 | ||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 3 902 | 211 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 136 348 | −0,49 | 7 357 | 4,28 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 8 672 | 0,00 | 468 | 4,71 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 318 | −22,88 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 7 900 | 0,00 | 426 | 4,93 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3 868 | 209 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 7 762 | 0,00 | 419 | 4,76 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 21 729 | −7,66 | 1 201 | −0,91 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 8 652 | 0,00 | 467 | 4,72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21 296 | 7,97 | 1 149 | 13,31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 464 470 | −7,25 | 25 | 0,00 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 11 826 | 0,00 | 638 | 4,93 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 184 480 | −0,61 | 9 955 | 4,15 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 14 516 | −5,35 | 783 | −0,76 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 174 031 | 24,28 | 9 | 28,57 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 16 188 | 0,00 | 874 | 4,80 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 6 300 | 0,00 | 340 | 4,63 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 708 143 | 6,17 | 38 211 | 11,26 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 452 257 | 4,94 | 24 404 | 9,97 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 16 501 | −22,13 | 890 | −18,42 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 15 822 | 854 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 117 | 276 | ||||||
| 2025-07-15 | 13F | Vestment Financial LLC | 87 884 | 7,97 | 4 900 | 15,98 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 5 310 | 0,00 | 287 | 4,76 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 230 697 | 39,65 | 12 448 | 46,36 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 6 269 | −0,33 | 338 | 4,64 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 6 171 419 | −2,23 | 333 010 | 2,46 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 11 942 | 0,00 | 644 | 4,89 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 358 514 | 4,46 | 19 345 | 9,47 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 187 631 | −0,86 | 10 125 | 3,90 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 296 660 | 16 008 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 377 887 | −12,21 | 20 391 | −8,32 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 14 815 | 28,83 | 799 | 34,97 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 402 185 | 19,65 | 21 702 | 25,39 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11 637 | 29,73 | 628 | 36,01 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 6 762 | 0,00 | 365 | 4,60 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 17 779 | −23,88 | 959 | −20,22 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 4 428 | −25,44 | 246 | −19,93 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 10 820 | 80,48 | 584 | 89,29 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4 907 | −6,66 | 265 | −2,22 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 51 305 | 0,00 | 2 768 | 4,81 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 98 372 | 7,25 | 5 308 | 12,41 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 976 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4 872 | −23,12 | 263 | −19,63 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 68 798 | −29,19 | 3 712 | −25,79 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 62 205 | −5,14 | 3 357 | −0,59 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 498 843 | 1,27 | 26 918 | 6,13 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 65 144 | 13,02 | 3 515 | 18,47 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 43 529 | −4,82 | 2 349 | −0,25 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 903 198 | 6,51 | 48 737 | 11,62 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 472 191 | 11,51 | 79 439 | 16,86 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 829 | 0,00 | 153 | 4,83 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 43 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 7 122 | −87,25 | 384 | −86,65 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 4 611 | 0,00 | 249 | 4,64 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1 795 383 | 1,14 | 96 879 | 6,00 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 111 904 | −0,43 | 6 038 | 4,36 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 264 | 68 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 036 | 58 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17 815 | −10,79 | 961 | −6,52 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 144 360 | −4,02 | 7 790 | 0,58 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 10 095 | −14,68 | 545 | −10,67 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 3 716 | 0 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 447 | 0,07 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 243 145 | 1,55 | 13 120 | 6,42 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 61 743 | 9,54 | 3 332 | 14,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 239 968 | −4,68 | 13 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10 545 | −1,74 | 569 | 3,08 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12 902 | 0,00 | 696 | 4,82 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 526 750 | 2,25 | 28 423 | 7,15 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 36 422 | −0,26 | 1 965 | −3,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 840 | 39,11 | 369 | 45,85 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 23 753 | 20,00 | 1 282 | 25,71 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 4 457 | 0,00 | 240 | 4,80 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12 103 | 0,00 | 653 | 4,82 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 512 | 0,00 | 28 | 3,85 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 535 663 | −3,91 | 82 864 | 0,70 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Renasant Bank | 25 324 | 0,00 | 1 366 | 4,83 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5 552 | −39,87 | 300 | −37,05 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 945 212 | −2,06 | 266 844 | 2,64 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 6 481 | 0,00 | 350 | 4,80 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 6 253 | 0,03 | 352 | 19,39 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 495 | 0,00 | 81 | 5,26 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 13 061 | −19,92 | 705 | −16,09 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 17 033 | −7,92 | 919 | −3,47 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 5 073 | −12,22 | 274 | −26,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161 106 | 36,70 | 8 629 | 42,19 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 054 | −19,04 | 111 | −15,38 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 11 435 | 0,00 | 617 | 4,93 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 12 259 | 22,30 | 661 | 28,10 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 6 563 | −52,21 | 354 | −49,93 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 7 436 | 0,05 | 401 | 4,97 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 72 984 | −1,08 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Planning Center, Inc. | 498 065 | 9,13 | 26 876 | 14,37 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 15 475 | −10,73 | 835 | −6,39 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19 047 | 0,46 | 1 028 | 5,23 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 71 803 | −5,94 | 3 874 | −1,42 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3 959 | 0,00 | 214 | 4,93 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 24 165 | −1,56 | 1 304 | 3,17 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 136 319 | −1,37 | 7 065 | −6,66 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 26 044 | 0,00 | 1 405 | 4,77 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 151 497 | 9,31 | 8 175 | 14,55 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 691 301 | 7,60 | 37 303 | 12,76 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5 589 | 0,00 | 302 | 4,88 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 954 | 105 | ||||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 74 746 | 0,00 | 4 033 | 4,81 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 053 | −15,61 | 384 | −10,93 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 5 807 | 0,55 | 313 | 5,39 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 289 000 | 11,75 | 14 881 | 3,38 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 253 652 | −3,41 | 13 687 | −6,36 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 43 288 | 13,71 | 2 336 | 19,13 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6 296 | −0,82 | 340 | 3,67 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 13 940 | 0,00 | 752 | 4,88 | ||||
| 2025-07-31 | 13F | City State Bank | 106 890 | −0,66 | 5 768 | 4,10 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 376 716 | 7,30 | 20 328 | 20,04 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 121 123 | 1,90 | 6 536 | 6,78 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 70 106 | −2,68 | 3 783 | 2,00 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 289 898 | 7,06 | 15 643 | 24,75 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 140 353 | 0,75 | 7 573 | 5,59 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29 701 | −0,10 | 1 603 | 4,71 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 16 169 | 872 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 5 174 | 0,21 | 279 | 5,28 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15 344 | −0,36 | 828 | 4,42 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 9 944 | −1,87 | 537 | 2,88 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 37 875 | 0,00 | 2 113 | 12,69 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 63 638 | 30,89 | 3 434 | 37,16 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 424 | 0,47 | 23 | 4,76 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 4 113 | 0,00 | 222 | 4,74 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 711 | 0,00 | 38 | 5,56 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 7 591 | 0,00 | 410 | 4,87 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 80 135 | 0,00 | 4 324 | 4,80 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 18 | 1 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 32 650 | 0,41 | 1 762 | 5,20 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 6 451 | −95,91 | 348 | −95,71 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 289 875 | −1,02 | 15 642 | 3,73 | ||||
| 2025-04-30 | 13F | tru Independence LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 69 719 | 19,31 | 3 762 | 25,07 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5 844 | 303 | ||||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 18 852 | 3,93 | 1 017 | 8,89 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 976 037 | −0,16 | 52 667 | 4,63 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7 211 | 0,00 | 389 | 4,85 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7 089 | 0,00 | 383 | 4,66 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 118 316 | 68,23 | 6 384 | 76,30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 46 843 | 0,55 | 2 528 | 5,38 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 154 307 | 0,06 | 8 326 | 4,86 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 6 623 | 0,00 | 357 | −2,99 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131 800 | 3,94 | 7 112 | 8,93 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 41 302 | 10,86 | 2 229 | 16,16 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 50 235 | 7,53 | 2 711 | 16,31 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 120 792 | 7,85 | 6 518 | 13,02 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 17 382 | 0,00 | 938 | 4,81 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 6 799 | 0,00 | 367 | 4,57 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 35 159 | −8,81 | 1 897 | −4,43 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 482 301 | −1,34 | 26 025 | 3,38 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 289 256 | 2,19 | 15 608 | 7,09 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 5 541 | 0,00 | 299 | 4,56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 108 276 | 0,55 | 5 843 | 5,38 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6 867 | 354 | ||||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 44 801 | −6,66 | 2 417 | −2,19 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 113 | 15,12 | 512 | 38,38 | ||||
| 2025-07-21 | 13F | 25 Llc | 25 788 | −0,07 | 1 392 | 4,74 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 822 | 16,94 | 746 | 22,53 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 189 | 0,00 | 10 | 11,11 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 223 673 | 10,37 | 12 069 | 15,67 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 101 | 0,00 | 59 | 5,36 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 430 787 | −18,41 | 23 245 | −14,50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 453 080 | −16,79 | 24 448 | −12,79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 292 | 0,00 | 70 | 14,75 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5 288 | −7,95 | 285 | −3,39 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 18 894 | −2,36 | 1 020 | 2,31 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 9 426 | 0,00 | 509 | 4,74 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 180 090 | −32,65 | 9 892 | −28,15 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 4 204 | 0,00 | 227 | 4,63 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 208 | −1,07 | 497 | 3,55 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 53 430 | 4,58 | 2 883 | 9,62 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 156 261 | −2,75 | 8 432 | 1,91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 848 | 19,91 | 262 | 25,48 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 81 | 70,21 | ||||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 437 580 | 1,97 | 23 612 | 6,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 185 067 | 4,51 | 63 946 | 9,53 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 9 100 | 0,00 | 491 | 4,91 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2 500 | −12,62 | 135 | −8,84 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 258 483 | −1,03 | 14 501 | 23,93 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 776 401 | −2,10 | 41 895 | 2,59 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 21 846 | −11,53 | 1 179 | −7,32 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 123 | 0,00 | 61 | 5,26 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 122 249 | 14,46 | 6 597 | 19,95 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 234 | 0,00 | 228 | 5,07 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 337 188 | 1,04 | 18 195 | 5,88 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32 615 | −5,43 | 1 760 | −0,90 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 27 208 | −1,62 | 1 468 | 3,09 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 6 309 | 5,08 | 340 | 10,03 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 6 090 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 3 123 | 0,00 | 169 | 5,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24 854 | 43,73 | 1 341 | 50,67 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 46 722 | 4,91 | 2 521 | 9,94 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 1 116 | −26,19 | 60 | −22,08 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 59 343 | −15,50 | 3 202 | −11,45 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 7 358 | 0,00 | 397 | 5,03 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 155 872 | 10,49 | 8 411 | 15,79 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 860 757 | 7,92 | 46 447 | 13,09 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 132 430 | −17,06 | 7 146 | −13,09 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 6 689 | −17,38 | 361 | −13,46 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 449 800 | 3,44 | 24 | 9,09 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 835 698 | −3,17 | 45 094 | 1,48 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 6 746 | 0,31 | 347 | −7,22 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 124 | −13,71 | 557 | −7,95 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 21 668 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 286 056 | 1,31 | 15 436 | 6,17 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 009 | −85,22 | 54 | −84,62 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5 257 | −2,05 | 284 | 2,54 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 859 841 | −1,13 | 262 237 | 3,61 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 41 983 | 2,24 | 2 265 | 7,14 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 2 857 878 | −0,72 | 160 270 | 17,51 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7 939 | −22,78 | 428 | −19,09 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 113 089 | 21,25 | 6 102 | 27,07 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 270 120 | 8,42 | 176 456 | 13,62 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 224 035 | −23,22 | 11 612 | −27,34 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 25 658 | −6,67 | 1 385 | −2,19 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 13 845 | 0,80 | 747 | 5,66 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 353 917 | −9,66 | 19 097 | −5,32 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 882 | −14,58 | 587 | −10,38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 206 | 0,00 | 65 | 4,84 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 132 818 | 22,56 | 7 167 | 28,45 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 263 445 | 4,14 | 14 215 | 9,14 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 13 020 | 703 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 28 284 | −0,10 | 1 526 | 4,74 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 30 439 | 10,61 | 1 642 | 15,88 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 634 | −64,79 | 304 | −65,84 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 10 830 | 591 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 9 961 | 0,45 | 537 | 5,29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 625 | 0,26 | 250 | 5,06 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5 549 | 4,72 | 299 | 9,93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 201 294 | 4,17 | 10 862 | 9,17 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 18 100 | 0,00 | 977 | 4,83 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 161 076 | 0,19 | 8 692 | 4,99 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 832 | 0,00 | 45 | 4,76 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 22 975 | 0,68 | 1 240 | 5,54 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 15 485 | −8,97 | 836 | −4,57 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 27 446 | −6,45 | 1 481 | −1,92 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 3 709 | 202 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 42 666 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10 742 | 4,04 | 580 | 9,04 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 729 | 0,00 | 39 | 5,41 | ||||
| 2025-05-02 | 13F | KM Capital Management Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 71 920 | −0,08 | 3 881 | 4,70 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 9 353 565 | 5,37 | 504 718 | 10,42 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 973 | 1,75 | 808 | 6,61 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2 099 217 | 3,42 | 113 274 | 8,38 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 996 | 1,42 | 863 | 6,28 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 062 | 113,22 | 543 | 123,97 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 976 | 0,00 | 53 | 4,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 374 816 | −12,73 | 20 225 | −8,54 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 74 537 | 2,39 | 4 022 | 7,31 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 16 116 | −11,05 | 870 | −6,76 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 5 236 | 0,00 | 283 | 4,83 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 115 578 | −38,51 | 6 237 | −35,56 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 22 195 | 0,61 | 1 198 | 5,46 | ||||
| 2025-04-08 | 13F | Rooted Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 775 | 204 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 9 587 | −5,84 | 517 | −1,34 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 382 974 | 6,58 | 20 665 | 11,70 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 6 036 | 0,00 | 334 | 7,74 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 23 466 | 0,00 | 1 266 | 4,80 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 324 797 | 10,05 | 17 526 | 15,33 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 4 686 | 0,00 | 253 | 4,56 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 651 | −12,92 | 89 | −8,25 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 15 816 | 0,00 | 853 | 4,79 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 76 311 | −5,39 | 4 118 | −0,87 | ||||
| 2025-08-14 | 13F | UBS Group AG | 422 349 | −0,96 | 22 790 | 3,79 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 978 | 282 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6 845 | 3,93 | 369 | 8,85 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 64 317 | −52,65 | 3 471 | −50,39 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 396 117 | 3,95 | 129 294 | 8,94 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 4 050 | 0,00 | 219 | 4,81 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21 016 | −5,06 | 1 134 | −0,44 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 8 550 | 0,26 | 461 | 5,01 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 382 688 | −0,39 | 20 650 | 4,39 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 187 289 | 5,30 | 10 106 | 10,36 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 371 992 | −5,05 | 20 073 | −0,50 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 170 | 0,00 | 9 | 12,50 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 11 787 | 0,00 | 636 | 4,95 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 56 771 | −1,43 | 3 063 | 3,31 | ||||
| 2025-04-21 | 13F | Taddei, Ludwig & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 22 626 | −14,71 | 1 221 | −10,62 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 922 479 | 3,84 | 49 777 | 8,82 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 201 404 | −2,35 | 10 868 | 2,34 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 516 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 338 448 | 3,78 | 18 263 | 8,76 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 17 592 | 0,54 | 949 | 5,44 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 768 | 0,45 | 203 | 5,18 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 8 549 | 11,69 | 461 | 17,01 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12 041 | 0,00 | 650 | 4,85 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 255 | −23,54 | 553 | −19,86 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 36 728 | −1,13 | 2 059 | 12,95 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 5 932 | 0,00 | 320 | 4,92 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 193 868 | 1,96 | 10 461 | 6,85 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 15 478 | 2,72 | 835 | 7,74 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 7 150 | 0,00 | 386 | 4,62 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6 505 | −12,74 | 351 | −8,36 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 9 033 | 0,00 | 487 | 4,73 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 32 777 | −20,19 | 1 769 | −16,37 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 435 | −12,16 | 239 | −7,72 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 412 | −94,91 | 22 | −93,92 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 22 595 | 0,39 | 1 219 | 5,27 | ||||
| 2025-04-29 | 13F | Baker Boyer National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 182 896 | −0,87 | 9 869 | 3,90 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 100 761 | 59,42 | 60 037 | 68,87 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 135 284 | −1,85 | 7 300 | 2,85 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 453 903 | 24 493 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 749 | 0,00 | 40 | 5,26 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2 247 | 0,00 | 121 | 5,22 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 31 | −50,00 | 2 | −66,67 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 724 343 | 4,13 | 39 086 | 9,12 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 35 634 | 1,04 | 1 923 | 5,90 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 13 112 | 11,33 | 708 | 16,67 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 283 406 | −1,59 | 14 593 | −8,97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 16 848 | 12,98 | 909 | 18,51 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 291 576 | 0,56 | 15 733 | 5,39 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 195 912 | −27,61 | 10 571 | −24,14 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 5 082 | 0,00 | 274 | 4,98 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 84 450 | 0,11 | 4 557 | 4,90 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 194 | 0,52 | 10 | 11,11 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1 337 702 | 10,28 | 74 992 | 11,95 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 59 868 | −0,35 | 3 231 | 4,43 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 27 800 | 25,19 | 1 500 | 31,23 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 6 058 | 0,00 | 327 | 4,82 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 153 573 | −39,29 | 8 280 | −36,27 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 27 493 | −18,70 | 1 484 | −14,82 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 27 944 | −34,67 | 1 508 | −31,56 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 99 511 | 0,29 | 5 370 | 5,09 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 8 549 | 0,00 | 440 | −7,37 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17 546 | −5,06 | 947 | −0,53 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 141 448 | 24,15 | 7 633 | 30,11 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7 303 | −8,02 | 394 | −3,43 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 319 | 17 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 794 874 | −2,27 | 42 891 | 2,42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 67 844 | 12,86 | 3 661 | 18,26 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 411 625 | 3,02 | 22 211 | 7,96 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 8 700 | 0,00 | 0 | |||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 10 254 | 0,29 | 528 | 10 440,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 2 238 | 0,00 | 121 | 4,35 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 472 943 | 3,17 | 25 520 | 8,12 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 79 227 | 2,09 | 4 275 | 7,09 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 11 140 | 525,14 | 601 | 560,44 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 338 895 | −13,87 | 18 287 | −9,74 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 18 641 | −2,56 | 1 006 | 2,03 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 112 | 0,00 | 6 | 20,00 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 491 885 | 34,22 | 26 542 | 40,66 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 128 609 | 0,03 | 7 106 | 7,33 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 4 602 | 15,95 | 248 | 21,57 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 8 876 | 0,00 | 479 | 4,60 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 286 572 | 2,59 | 15 478 | 7,61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 109 455 | −36,41 | 5 906 | −33,36 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 838 424 | 0,10 | 45 241 | 4,90 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 10 305 | 0,00 | 556 | 4,91 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 16 086 | 0,46 | 868 | 5,22 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 10 648 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14 421 | −1,81 | 778 | 2,91 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 35 | −89,55 | 2 | −94,12 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 13 243 | −40,40 | 715 | −37,59 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 16 080 | 0,00 | 868 | 4,84 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 17 580 | 0,00 | 949 | 4,75 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 35 665 | 4,42 | 1 836 | −3,42 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 608 | −68,41 | 87 | −67,18 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 37 670 | −1,78 | 1 940 | −9,14 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 161 711 | −0,24 | 8 726 | 4,54 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 92 510 | −0,09 | 4 992 | 4,70 | ||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 6 693 | −50,03 | 361 | −47,61 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 71 655 | 1,56 | 3 867 | 15,68 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 198 473 | 8,25 | 64 670 | 13,45 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 423 908 | −5,55 | 22 874 | −1,01 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 1 180 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 44 975 | −10,11 | 2 427 | −5,82 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 94 630 | −9,48 | 5 106 | −10,26 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 132 919 | 87,80 | 7 172 | 96,82 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 4 098 | 1,81 | 221 | 6,76 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 62 015 | −2,91 | 3 346 | 1,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 286 633 | 14,46 | 15 466 | 19,94 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 7 328 | 0,00 | 395 | 4,77 | ||||
| 2025-08-07 | 13F | Commerce Bank | 12 791 | −15,36 | 690 | −11,31 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 73 172 | −3,19 | 3 948 | 1,46 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 10 036 | 0,00 | 542 | 4,84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 171 151 | 0,27 | 122 344 | 9,73 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 5 279 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 215 040 | 8,03 | 11 606 | 13,23 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 29 516 | −12,43 | 1 593 | −8,24 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 361 668 | −24,14 | 19 516 | −20,50 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 47 429 | −40,91 | 2 559 | −38,07 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4 130 | −8,81 | 223 | −4,72 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 48 765 | −2,02 | 2 631 | 2,69 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 539 287 | 6,31 | 29 100 | 11,41 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 351 786 | 6,93 | 18 982 | 12,07 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 273 448 | −15,72 | 14 755 | −11,67 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 767 | 0,71 | 419 | 5,54 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 7 261 | 392 | ||||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 353 347 | 27,17 | 18 314 | 20,35 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 069 | −10,46 | 274 | −6,19 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 1 213 | 0,00 | 65 | 4,84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8 289 | −2,93 | 447 | 1,82 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 26 044 | 0,08 | 1 405 | 4,93 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 310 008 | 7,03 | 16 728 | 12,16 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 68 237 | 31,68 | 3 682 | 38,01 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 5 316 | 35,75 | 287 | 42,29 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 465 775 | 17,16 | 25 133 | 22,79 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 309 | 16 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 232 777 | −3,54 | 12 561 | 1,09 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 13 221 | −0,38 | 713 | 4,39 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 81 620 | −0,32 | 4 404 | 4,46 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 56 550 | −1,25 | 3 051 | 3,49 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 41 892 | −1,24 | 2 260 | 3,48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5 227 | −0,04 | 282 | 4,83 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 575 | 0,00 | 31 | 6,90 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 21 173 | 8,38 | 1 142 | 13,63 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 834 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 371 598 | 13,63 | 20 051 | 19,08 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9 943 | 24,96 | 537 | 31,05 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 6 064 | −0,12 | 327 | 4,81 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 26 024 | −2,64 | 1 404 | 2,03 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 97 447 | 11,47 | 5 319 | 132 850,00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 46 410 | 6,52 | 2 504 | 11,64 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 5 865 | 0,41 | 316 | 5,33 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 146 967 | −9,62 | 7 930 | −5,28 | ||||
| 2025-07-31 | 13F | United Community Bank | 377 | 0,00 | 20 | 5,26 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 29 774 | 2,62 | 1 607 | 7,57 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 52 626 | 200,33 | 2 840 | 214,75 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 705 637 | 38 598 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 40 930 | −0,16 | 2 209 | 4,64 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 52 149 | −2,11 | 2 814 | 2,55 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 10 760 | 0,00 | 581 | 4,69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 663 239 | −4,43 | 89 748 | 0,15 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 105 703 | −0,78 | 5 704 | 3,97 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 9 122 | −16,98 | 492 | −12,92 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 97 523 | 0,41 | 5 262 | 5,24 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 14 631 | 0,00 | 789 | 4,78 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 4 004 | 0,45 | 216 | 5,37 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 10 183 | 0,00 | 549 | 4,77 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 5 649 | 0,46 | 305 | 5,19 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 3 844 | 207 | ||||||
| 2025-08-08 | 13F | Creative Planning | 14 095 721 | 1,08 | 760 605 | 5,93 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 64 236 | 819,50 | 3 466 | 865,46 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 215 | −43,42 | 120 | −40,80 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4 296 | 232 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 19 016 | 0,12 | 1 026 | 5,02 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 39 103 | 2 110 | ||||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 19 973 | 0,00 | 1 078 | 4,77 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 45 889 | −13,28 | 2 476 | −9,10 | ||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 6 748 | 0,00 | 364 | 4,90 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 5 455 | 0,00 | 294 | 5,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 172 106 | −0,78 | 9 287 | 3,97 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 655 | −26,31 | 143 | −22,70 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 75 188 | 8,57 | 4 057 | 13,80 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 431 620 | −1,15 | 23 290 | 3,59 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 138 350 | −1,41 | 7 465 | 3,32 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 17 361 | 937 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 342 966 | 10,79 | 19 | 20,00 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 5 261 | −41,15 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 5 699 | 0,00 | 308 | 4,78 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 27 | ||||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 40 677 | −1,42 | 2 195 | 3,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 41 952 | 1,39 | 2 264 | 6,24 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1 647 101 | −0,64 | 88 878 | 4,13 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 30 944 | 13,09 | 1 670 | 18,54 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 69 641 | 6,51 | 3 758 | 11,62 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 3 296 | 0,00 | 178 | 4,73 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12 089 | 0,00 | 652 | 4,82 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 12 802 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 22 360 | −0,80 | 1 207 | 3,97 | ||||
| 2025-05-01 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 14 362 | −24,15 | 806 | −17,35 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 894 802 | −0,63 | 102 244 | 4,14 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17 131 | 1,36 | 924 | 6,21 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 14 347 | 2,22 | 774 | 7,20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 139 | 2,99 | 169 | 8,33 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5 906 | −32,00 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 16 942 | 2,18 | 914 | 7,15 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 119 501 | 0,41 | 6 448 | 5,24 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 158 415 | −0,57 | 8 548 | 4,21 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 29 190 | −4,24 | 1 575 | 0,38 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 920 | −26,71 | 158 | −23,41 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 4 931 | 0,00 | 266 | 5,14 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 42 999 | 31,93 | 2 418 | 33,24 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17 528 | −4,67 | 946 | −0,11 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1 535 250 | 5,05 | 82 842 | 10,09 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 5 720 | 0,00 | 309 | 4,76 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 46 989 | −0,16 | 2 536 | 4,62 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 5 195 | 0,44 | 280 | 5,26 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 557 | −38,17 | 84 | −34,88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 99 502 | −19,03 | 5 369 | −15,42 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 56 848 | 37,83 | 3 068 | 44,47 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 758 756 | −3,22 | 148 863 | 1,43 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 117 711 | −0,41 | 6 352 | 4,37 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 90 764 | −44,69 | 4 898 | −42,04 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 4 412 | −0,92 | 238 | 3,93 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 68 843 | 25,12 | 3 715 | 31,10 | ||||
| 2025-07-16 | 13F | Jentner Corp | 35 503 | −18,86 | 1 916 | −14,96 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 1 301 | 0,00 | 70 | 6,06 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 3 000 | −36,84 | 162 | −34,02 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 6 305 | −15,94 | 340 | −11,92 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 39 988 | 6,77 | 2 158 | 11,88 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 83 431 | −18,78 | 4 502 | −14,90 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9 376 | 506 | ||||||
| 2025-08-12 | 13F | GDS Wealth Management | 4 090 | 0,00 | 221 | 4,76 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 605 | 0,00 | 302 | 4,86 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 7 271 | 0,47 | 392 | 5,38 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12 218 | −1,57 | 659 | 3,13 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5 204 | 0,00 | 281 | 4,87 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 220 282 | 2,70 | 11 886 | 7,62 | ||||
| 2025-08-01 | 13F | Motco | 2 352 | 0,00 | 128 | 4,96 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12 868 | 7,02 | 1 | |||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 93 220 | 15,20 | 5 030 | 20,74 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 28 257 | 0,00 | 1 525 | 4,81 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 328 | 0,00 | 72 | 4,41 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 10 986 | 1,30 | 593 | 6,09 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 196 397 | 8,84 | 10 598 | 14,06 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 963 | −54,60 | 214 | −52,56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8 815 | 3,16 | 476 | 8,20 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7 029 | 379 | ||||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 16 256 | 0,00 | 905 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8 182 | 231,93 | 442 | 250,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 21 309 | −2,61 | 1 150 | 2,04 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 13 385 | 0,00 | 722 | 4,79 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16 962 | −9,11 | 915 | −4,69 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 12 251 | 0,00 | 661 | 4,92 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 9 428 | 509 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 4 320 | 0,00 | 233 | 4,95 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39 889 | 217,23 | 2 152 | 232,61 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 3 667 | −43,14 | 198 | −40,66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 28 361 | 24,25 | 1 530 | 30,10 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 206 143 | 0,09 | 11 123 | 4,89 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6 358 | 0,00 | 343 | 4,89 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 541 | 4,04 | 29 | 16,00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 41 226 | 8,12 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 161 625 | −0,07 | 8 721 | 4,73 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 11 630 | −1,75 | 628 | 2,96 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 485 275 | 4,36 | 26 185 | 9,36 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 11 993 | 0,00 | 647 | 4,86 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 327 483 | −11,24 | 17 671 | −6,99 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 333 | −2,90 | 396 | 1,80 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 4 483 | −9,20 | 242 | −5,12 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 395 898 | 3,86 | 21 363 | 8,85 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 300 782 | 11,67 | 16 230 | 17,03 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 80 740 | −12,37 | 4 357 | −8,18 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 35 759 | −0,02 | 1 930 | 4,78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 60 112 | 0,81 | 3 095 | −6,75 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 55 212 | 37,70 | 2 979 | 44,33 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 170 130 | 2,01 | 9 180 | 6,91 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3 800 | 128,92 | 0 | |||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 57 751 | 0,00 | 3 116 | 4,81 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 712 | 0,45 | 254 | 5,39 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 16 876 | 0,00 | 911 | 4,84 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 7 593 | 0,00 | 391 | −7,58 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 156 124 | 30,26 | 8 424 | 36,51 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 141 421 | −27,30 | 7 631 | −23,81 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 52 993 | 0,00 | 2 729 | 0,00 | ||||
| 2025-04-10 | 13F | Cypress Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 12 758 269 | −1,75 | 688 436 | 2,97 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 12 186 | −0,09 | 658 | 4,62 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 300 | 0,00 | 70 | 6,06 | ||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 15 587 | −1,72 | 841 | 3,19 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 290 767 | −0,68 | 14 972 | −8,13 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 926 004 | 13,92 | 49 967 | 24,96 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 73 805 | 17,02 | 3 983 | 22,64 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 77 437 | −0,23 | 4 178 | 4,55 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 311 986 | 19,36 | 16 835 | 25,09 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 55 741 | −2,42 | 3 008 | 2,24 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 16 490 | 24,78 | 890 | 30,74 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 5 020 | 0,00 | 271 | 4,65 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 4 094 | 0,00 | 221 | 4,76 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 824 | 0,00 | 152 | 4,83 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 10 000 | 0,00 | 540 | 4,86 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 118 391 | −65,37 | 6 388 | −63,71 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 6 702 | 362 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 370 | −16,58 | 526 | −5,40 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 187 170 | 3,25 | 10 341 | 23,18 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 13 953 | 11,41 | 753 | 16,77 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14 222 | 767 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14 378 | −1,98 | 776 | 2,65 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 640 246 | 1,56 | 34 548 | 6,43 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 81 110 | 0,00 | 4 377 | 4,79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 789 | 84,45 | 474 | 93,47 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 33 052 | −1,99 | 1 783 | 2,71 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 942 | 0,00 | 51 | 4,17 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4 962 | 0,47 | 268 | 5,12 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 104 684 | 6 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 8 512 | −9,18 | 459 | −4,77 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 17 735 | 0,04 | 957 | 4,82 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 11 612 | −6,31 | 627 | −1,88 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12 623 | 0,18 | 681 | 5,09 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 4 375 | 0,44 | 236 | 5,36 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3 175 | 0,00 | 171 | 4,91 | ||||
| 2025-08-14 | 13F | Fmr Llc | 22 961 | −1,78 | 1 239 | 2,91 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 370 | 0,18 | 1 639 | 5,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 306 195 | 28,34 | 16 525 | 34,62 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 9 636 | 0,00 | 520 | 4,64 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 20 474 | −0,43 | 1 054 | −7,87 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 466 243 | −6,77 | 25 158 | −2,29 | ||||
| 2025-05-05 | 13F | Dahring | Cusmano Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 4 833 | 0,46 | 261 | 5,26 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 43 278 | 22,78 | 2 335 | 28,72 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 608 546 | 7,95 | 32 837 | 13,13 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 84 573 | −2,73 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 299 283 | −0,83 | 16 149 | 3,93 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 12 900 | 2,38 | 696 | 7,41 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 217 383 | −14,55 | 11 730 | −10,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 26 711 | −26,14 | 1 441 | −22,57 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99 098 | 1,43 | 5 347 | 6,30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 285 | 69 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 976 | 53 | ||||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 5 236 | 1,45 | 283 | 6,42 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 100 428 | 1,38 | 59 379 | 6,24 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 601 814 | −12,18 | 32 474 | −7,97 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 59 841 | 1,44 | 3 229 | 6,32 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 157 549 | 5,38 | 8 501 | 10,45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 506 498 | 33,74 | 27 331 | 40,16 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5 323 | 287 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 712 | 0,00 | 38 | 5,56 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 4 697 | 0,00 | 253 | 4,98 |
