DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Dimensional ETF Trust - Dimensional US Core Equity Market ETF
US ˙ ARCA

Grundläggande statistik
Institutionella ägare 503 total, 503 long only, 0 short only, 0 long/short - change of 5,23% MRQ
Genomsnittlig portföljallokering 2.1713 % - change of 2,83% MRQ
Institutionella aktier (lång) 141 056 006 (ex 13D/G) - change of 15,67MM shares 12,49% MRQ
Institutionellt värde (lång) $ 5 682 655 USD ($1000)
Institutionellt ägande och aktieägare

Dimensional ETF Trust - Dimensional US Core Equity Market ETF (US:DFAU) har 503 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 141,056,006 aktier. Största aktieägare inkluderar Sequoia Financial Advisors, LLC, RVW Wealth, LLC, Allworth Financial LP, Resources Investment Advisors, LLC., Modera Wealth Management, LLC, Aquire Wealth Advisors, LLC, Blankinship & Foster, LLC, Abacus Planning Group, Inc., Kooman & Associates, and AE Wealth Management LLC .

Dimensional ETF Trust - Dimensional US Core Equity Market ETF (ARCA:DFAU) 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 19, 2025 is 45,77 / share. Previously, on September 23, 2024, the share price was 39,34 / share. This represents an increase of 16,34% over that period.

DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

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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.

DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-07-25 13F LRI Investments, LLC 53 001 −0,05 2 245 10,16
2025-07-31 13F Brighton Jones Llc 961 273 2,24 40 720 12,66
2025-08-05 13F Centennial Bank/AR/ 260 590 −4,29 11 039 5,47
2025-08-07 13F Evoke Wealth, Llc 2 007 907 7,86 85 055 18,86
2025-07-22 13F Awm Capital, Llc 646 574 17,71 27 389 29,71
2025-08-11 13F Morling Financial Advisors, LLC 518 697 1,12 21 972 11,43
2025-07-28 13F RCS Financial Planning, LLC 57 437 −0,68 2 433 9,45
2025-07-14 13F Shearwater Capital LLC 9 445 −0,64 400 9,59
2025-07-17 13F Dopkins Wealth Management, Llc 6 409 −45,92 272 −40,44
2025-05-16 13F Jones Financial Companies Lllp 0 −100,00 0
2025-07-09 13F HFG Wealth Management, LLC 138 374 −0,41 5 319 −5,44
2025-07-29 13F Private Wealth Management Group, LLC 420 275 30,24 17 803 43,52
2025-08-08 13F Capstone Financial Advisors, Inc. 58 929 79,79 2 496 98,25
2025-07-09 13F Shore Point Advisors, LLC 57 996 3,64 2 457 14,18
2025-07-11 13F Quantum Financial Advisors, LLC 597 517 −1,79 25 311 8,22
2025-08-01 13F Heritage Wealth Management, Inc./Texas 9 657 0,17 409 10,54
2025-08-12 13F Global Retirement Partners, LLC 1 638 0,55 69 6,15
2025-07-30 13F Brookstone Capital Management 11 076 −68,05 469 −64,79
2025-08-01 13F Zhang Financial LLC 627 018 40,33 26 560 54,64
2025-07-17 13F Montis Financial, LLC 7 903 0,00 335 10,23
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 0 −100,00 0
2025-07-23 13F Joel Isaacson & Co., LLC 6 744 0,27 286 10,47
2025-08-06 13F Robinson Smith Wealth Advisors Llc 96 436 2,06 4 085 12,47
2025-07-23 13F Morton Capital Management LLC/CA 159 465 0,64 6 755 10,88
2025-08-14 13F Essential Planning, LLC. 1 269 662 1,31 53 783 11,64
2025-07-14 13F Financial Harvest, LLC 12 573 533
2025-08-15 13F Binnacle Investments Inc 311 005 5,30 13 174 16,04
2025-08-08 13F Tortoise Investment Management, LLC 382 201 −4,99 16 190 4,70
2025-08-13 13F Renaissance Technologies Llc 23 700 32,40 1 004 45,78
2025-08-08 13F Foundations Investment Advisors, LLC 182 789 16,19 7 743 28,03
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-08-15 13F Kestra Advisory Services, LLC 342 827 31,11 14 522 68,35
2025-08-14 13F Mpwm Advisory Solutions, Llc 389 0,00 16 14,29
2025-08-14 13F Qube Research & Technologies Ltd 1 757 −49,01 74 −43,94
2025-07-21 13F Sageworth Trust Co 97 602 −1,20 4 134 8,88
2025-07-23 13F Quarry Hill Advisors, Llc 83 560 −0,03 3 540 10,15
2025-07-31 13F 180 Wealth Advisors, Llc 85 354 4,62 3 616 15,27
2025-07-30 13F Rehmann Capital Advisory Group 58 084 −0,16 2 460 10,02
2025-07-08 13F Arlington Trust Co LLC 1 376 0,00 58 11,54
2025-08-13 13F Cerity Partners LLC 168 580 3,14 7 141 13,67
2025-07-09 13F Market Street Wealth Management Advisors Llc 72 122 −3,54 3 055 6,30
2025-07-23 13F Canopy Partners, LLC 209 405 10,59 8 870 21,87
2025-07-09 13F Hiley Hunt Wealth Management 36 910 3,55 1 575 14,47
2025-07-17 13F Porter White Investment Advisors, Inc. 10 857 −0,23 460 9,81
2025-08-08 13F CWS Financial Advisors, LLC 5 565 236
2025-07-25 13F Sequoia Financial Advisors, LLC 6 662 285 18,38 282 214 30,46
2025-08-11 13F HighTower Advisors, LLC 35 441 −2,79 1 501 7,14
2025-08-12 13F Jpmorgan Chase & Co 365 430 −3,58 15 480 6,25
2025-08-11 13F Citigroup Inc 2 208 −0,50 94 9,41
2025-08-13 13F Meridian Wealth Partners, LLC 1 824 109 0,67 77 269 10,94
2025-08-07 13F CENTRAL TRUST Co 1 947 0,00 82 10,81
2025-07-29 13F Semitam Bonam Llc 139 558 5 912
2025-07-25 13F Tranquility Partners, LLC 11 520 0,76 488 10,93
2025-08-12 13F Titleist Asset Management, Llc 14 651 89,24 621 108,75
2025-07-29 13F Fundamentun, Llc 115 079 11,08 4 875 22,40
2025-07-18 13F Truist Financial Corp 113 555 2,10 4 810 12,51
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-15 13F ACT Advisors, LLC. 586 499 −0,45 24 844 9,71
2025-07-29 13F AssuredPartners Investment Advisors, LLC 56 046 −4,03 2 374 5,79
2025-07-16 13F Builder Investment Group Inc /adv 10 403 6,27 441 17,02
2025-08-12 13F Rather & Kittrell, Inc. 118 320 2,31 5 012 12,76
2025-07-22 13F SOL Capital Management CO 22 825 2,70 1
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 8 173 0,05 314
2025-08-11 13F Intrepid Financial Planning Group LLC 26 628 0,00 1 128 10,17
2025-07-21 13F Creative Capital Management Investments LLC 509 0,00 22 10,53
2025-08-06 13F Entrewealth, Llc 358 703 39,59 15 195 53,83
2025-08-08 13F Security Financial Services, INC. 324 996 1,47 13 767 11,82
2025-07-15 13F Fortitude Family Office, LLC 202 −51,56 9 −50,00
2025-08-14 13F C M Bidwell & Associates Ltd 17 827 0,00 755 10,22
2025-07-15 13F Kraft Asset Management, Llc 11 973 −2,52 507 7,42
2025-08-08 13F Blankinship & Foster, LLC 2 728 541 −0,63 115 581 9,51
2025-04-14 13F Greenspring Advisors, LLC 9 035 −11,05 347 −15,57
2025-07-23 13F L.K. Benson & Company, P.C. 6 995 −2,67 296 7,25
2025-08-05 13F Gould Asset Management Llc /ca/ 19 835 −2,03 840 7,97
2025-07-03 13F Lam Group, Inc. 12 900 6,35 546 17,17
2025-08-13 13F Northwestern Mutual Wealth Management Co 36 220 69,47 1 534 86,85
2025-08-07 13F Retirement Solution Inc. 90 436 0,04 3 831 10,25
2025-04-22 13F Perfromance Wealth Partners, LLC 0 −100,00 0
2025-07-30 13F Clune & Associates, Ltd. 74 242 16,76 3 145 28,64
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 142 666 −42,55 6 043 −36,60
2025-07-15 13F Mather Group, Llc. 12 435 0,00 527 10,04
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 14 163 0,34 600 10,52
2025-07-29 13F Chicago Partners Investment Group LLC 200 549 −0,22 8 738 13,00
2025-07-29 13F Huntleigh Advisors, Inc. 5 711 0,28 242 10,55
2025-07-09 13F Blodgett Wealth Advisors, Llc 5 712 −5,93 242 3,43
2025-07-14 13F UMA Financial Services, Inc. 407 023 1,58 17 242 11,94
2025-07-08 13F Parallel Advisors, LLC 8 831 0,00 374 10,32
2025-07-24 13F Jfs Wealth Advisors, Llc 414 266 20,31 17 548 32,58
2025-08-14 13F Susquehanna International Group, Llp 23 303 987
2025-08-07 13F Lakeridge Wealth Management LLC 16 417 −45,27 695 −39,72
2025-08-14 13F Raymond James Financial Inc 261 417 −3,07 11 074 6,82
2025-08-13 13F Cary Street Partners Financial Llc 11 147 20,74 472 33,33
2025-07-11 13F Rockwood Wealth Management, LLC 13 131 −0,12 556 10,10
2025-08-06 13F Modera Wealth Management, LLC 3 468 551 −1,59 146 928 8,45
2025-08-11 13F Mosaic Family Wealth Partners, Llc 20 756 −2,86 879 7,06
2025-08-14 13F Financial Engines Advisors L.L.C. 24 738 98,46 1 048 119,25
2025-08-25 13F/A Promus Capital, LLC 4 615 195
2025-07-08 13F Apella Capital, LLC 99 230 −8,47 4 233 4,80
2025-07-25 13F Hemington Wealth Management 2 133 206 −4,54 90 5,88
2025-07-08 13F Peirce Capital Management, LLC 26 054 205,48 1 104 237,31
2025-08-14 13F Comerica Bank 370 −48,82 16 −44,44
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 18 839 0,00 798 10,22
2025-08-06 13F Csenge Advisory Group 22 191 5,43 896 18,05
2025-07-16 13F Exeter Financial, LLC 96 253 9,98 4 077 21,20
2025-07-18 13F Liberty Capital Management, Inc. 6 744 0,00 286 10,04
2025-07-25 13F Cwm, Llc 13 543 2,79 1
2025-08-12 13F Pathstone Holdings, LLC 528 434 7,35 22 384 18,30
2025-07-22 13F Berger Financial Group, Inc 28 529 −21,45 1 208 −13,47
2025-08-13 13F Vertex Planning Partners, LLC 15 771 12,75 668 24,39
2025-08-12 13F Nemes Rush Group LLC 14 910 53,30 632 69,17
2025-07-22 13F Warwick Investment Management, Inc. 20 620 0,02 873 10,23
2025-08-14 13F Royal Bank Of Canada 328 424 49,49 13 912 64,72
2025-07-16 13F Squire Investment Management Company, LLC 26 161 −1,17 1 108 8,95
2025-07-15 13F Total Wealth Planning, Llc 9 924 −21,74 420 −13,76
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-30 13F Bayshore Asset Management, Llc 10 810 458
2025-08-27 13F/A Brinker Capital Investments, LLC 169 199 209,74 7 167 241,45
2025-08-13 13F Northern Trust Corp 9 193 389
2025-08-12 13F Forum Private Client Group LLC 31 294 −4,01 1 326 5,75
2025-07-02 13F Helen Stephens Group, LLC 150 064 29,36 6 357 42,54
2025-07-09 13F Archer Investment Management, LLC 0 −100,00 0
2025-08-14 13F Diversify Wealth Management, Llc 1 195 351 −1,71 52 715 14,18
2025-07-16 13F Signaturefd, Llc 7 433 12 715,52 315 15 600,00
2025-08-14 13F Aqr Capital Management Llc 70 157 0,40 2 972 10,61
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-12 13F Vawter Financial, Ltd. 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 492 415 2,56 20 859 13,02
2025-08-14 13F Freedom Financial Partners LLC 11 923 0,13 505 10,50
2025-08-07 13F Sollinda Capital Management LLC 235 956 12,70 9 995 24,21
2025-08-15 13F Morgan Stanley 37 014 −62,26 1 568 −58,44
2025-08-14 13F Mml Investors Services, Llc 259 884 17,01 11 37,50
2025-07-24 13F Financial Connections Group, Inc. 767 659 −8,07 33 0,00
2025-07-29 13F Werba Rubin Papier Wealth Management 33 358 14,25 1 413 25,94
2025-07-15 13F Optima Capital Llc 21 159 0,15 896 10,34
2025-08-01 13F Red Lighthouse Investment Management, Llc 78 084 0,13 3 308 16,08
2025-07-23 13F HTG Investment Advisors, Inc. 176 090 21,59 7 459 33,99
2025-07-31 13F Core Wealth Management, Inc. 6 048 256
2025-08-08 13F Pinney & Scofield, Inc. 415 0,00 18 13,33
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 481 620 7,60 20 401 18,57
2025-04-17 13F Life Planning Partners, Inc 0 −100,00 0 −100,00
2025-07-28 13F Eq Wealth Advisors, Llc 21 61,54 1
2025-07-17 13F Eclectic Associates Inc /adv 10 690 4,91 453 15,60
2025-08-01 13F SwitchPoint Financial Planning, LLC 72 101 38,91 3 054 53,08
2025-08-11 13F M Wealth Management, LLC 581 137 −0,12 24 617 10,06
2025-07-30 13F Phillips Financial Management, Llc 1 658 −14,80 70 −5,41
2025-07-23 13F First Financial Group Corp 252 200 0,40 10 683 10,64
2025-08-12 13F TCP Asset Management, LLC 901 194 2,89 38 175 13,39
2025-07-25 13F JustInvest LLC 10 680 0,00 452 10,24
2025-09-04 13F/A Advisor Group Holdings, Inc. 531 832 14,24 22 526 25,87
2025-07-18 13F PBMares Wealth Management LLC 909 269 −2,79 38 517 7,12
2025-07-15 13F tru Independence LLC 9 952 0,28 422 10,50
2025-07-17 13F Sterling Wealth Advisors Inc 1 029 072 9,52 44 096 22,08
2025-08-11 13F WPWealth LLP 1 478 538 14,92 62 631 26,64
2025-08-12 13F SRS Capital Advisors, Inc. 315 681 0,93 13 372 11,23
2025-05-15 13F Clark Capital Management Group, Inc. 0 −100,00 0
2025-08-01 13F Facet Wealth, Inc. 6 658 −7,90 289 3,23
2025-07-10 13F Exchange Traded Concepts, Llc 9 334 395
2025-07-25 13F G2 Capital Management, Llc / Oh 52 064 9,26 2 205 20,43
2025-07-22 13F Simplicity Wealth,LLC 0 −100,00 0
2025-07-15 13F Oak Wealth Advisors LLC 224 182 47,83 9 496 62,91
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 935 348 58,04 83 162 76,66
2025-07-16 13F Essex Financial Services, Inc. 5 223 −46,49 221 −41,07
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-07-03 13F CPA Asset Management LLC 6 206 0,00 263 10,08
2025-07-08 13F/A Salem Investment Counselors Inc 684 0,00 29 7,69
2025-07-18 13F Pure Financial Advisors, Inc. 28 222 44,14 1 195 58,91
2025-07-23 13F HMV Wealth Advisors, LLC 76 037 0,56 3 221 10,81
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 770 0,00 33 10,34
2025-07-15 13F Garrett Investment Advisors LLC 95 032 −31,36 4 026 −24,37
2025-08-14 13F Note Advisors, LLC 773 824 28,29 32 779 41,37
2025-07-14 13F Park Avenue Securities Llc 160 114 3,70 7 20,00
2025-08-13 13F Lauer Wealth, LLC 241 912 2,55 10 530 17,60
2025-08-14 13F/A Rockefeller Capital Management L.P. 107 789 76,07 4 566 94,01
2025-07-28 13F Compass Advisory Group LLC 10 605 0,00 449 10,32
2025-07-31 13F LongView Asset Management LLC 5 430 −0,93 230 9,52
2025-07-17 13F ERn Financial, LLC 66 626 −4,14 2 822 5,65
2025-07-14 13F Abacus Planning Group, Inc. 2 709 582 114 778
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 6 571 1,20 278 11,65
2025-07-16 13F Vestia Personal Wealth Advisors 36 538 1,55 1 548 11,86
2025-08-01 13F JDH Wealth Management, LLC 145 703 23,50 6 172 36,07
2025-08-14 13F Seneschal Advisors, LLC 13 363 114,63 566 136,82
2025-07-09 13F GEM Asset Management, LLC 136 652 0,81 5 830 11,47
2025-08-11 13F Rockbridge Investment Management, LCC 39 979 3,83 1 694 14,39
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 88 790 2,94 3 761 13,45
2025-07-17 13F Janney Montgomery Scott LLC 7 834 0
2025-08-07 13F Fonville Wealth Management LLC 823 593 15,00 34 887 26,74
2025-07-10 13F Weinberger Asset Management, Inc 228 055 1,02 9 660 11,33
2025-08-01 13F SYM FINANCIAL Corp 110 687 2,29 4 689 12,72
2025-07-16 13F Blue Oak Capital, LLC 5 180 0,00 219 10,05
2025-07-17 13F HB Wealth Management, LLC 1 365 823 −19,70 57 855 −11,51
2025-07-11 13F Kaufman Rossin Wealth, LLC 33 459 −5,03 1 417 4,65
2025-07-21 13F Triad Wealth Partners, LLC 11 262 477
2025-08-13 13F American Investment Services, Inc. 33 442 0,03 1 417 10,19
2025-08-13 13F Congress Wealth Management LLC / DE / 13 094 −10,05 555 −0,89
2025-07-22 13F Olistico Wealth, LLC 34 628 −0,37 1 467 9,73
2025-07-15 13F RVW Wealth, LLC 4 331 669 56,12 183 489 72,04
2025-08-04 13F Syverson Strege & Co 331 387 6,81 14 038 17,70
2025-07-21 13F Ascent Group, LLC 6 125 1,29 259 11,64
2025-07-22 13F Bay Harbor Wealth Management, LLC 625 611 3,80 26 501 14,38
2025-07-28 13F Delap Wealth Advisory, Llc 11 209 475
2025-08-14 13F Investmark Advisory Group LLC 72 722 −0,13 3 081 10,04
2025-07-17 13F Elser Financial Planning, Inc 2 020 856 86 230
2025-07-17 13F Symmetry Partners, LLC 0 −100,00 0
2025-07-22 13F USAdvisors Wealth Management, LLC 27 447 1,36 1 0,00
2025-07-31 13F Glass Jacobson Investment Advisors llc 156 255 −26,85 6 619 −23,47
2025-07-15 13F Foster Victor Wealth Advisors, LLC 0 −100,00 0
2025-05-09 13F Conquis Financial Llc 0 −100,00 0
2025-07-15 13F/A Kure Advisory, LLC 554 274 8,39 23 479 19,45
2025-07-16 13F Plancorp, LLC 796 250 0,08 33 729 10,28
2025-08-13 13F Kilter Group LLC 82 3
2025-07-14 13F Cherrydale Wealth Management, Llc 251 963 2,80 10 673 13,29
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 347 364 10,48 15 16,67
2025-08-07 13F Timonier Family Office, LTD. 653 679 14,41 27 690 26,07
2025-07-18 13F Fmb Wealth Management 218 270 −4,64 9 246 5,08
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 92 0,00 4 0,00
2025-07-14 13F AdvisorNet Financial, Inc 918 120 54,49 38 892 70,25
2025-07-25 13F Index Fund Advisors, Inc. 7 138 1,06 302 11,44
2025-07-31 13F Cardinal Point Capital Management, ULC 13 384 −9,70 567 −0,53
2025-07-24 13F IFP Advisors, Inc 104 640 −79,02 4 433 −76,88
2025-07-16 13F Perigon Wealth Management, LLC 409 663 2,84 17 353 13,33
2025-07-09 13F Catalyst Private Wealth, Llc 84 900 −11,82 3 596 −2,81
2025-07-25 13F NorthRock Partners, LLC 954 0,00 40 11,11
2025-08-07 13F Midwest Trust Co 8 203 347
2025-08-06 13F Savant Capital, LLC 1 266 483 11,13 53 648 22,47
2025-07-28 13F RFG Advisory, LLC 131 466 1 030,60 5 569 1 148,43
2025-08-06 13F True Wealth Design, LLC 4 600 0,00 195 10,23
2025-07-16 13F Kooman & Associates 2 709 582 0,42 114 778 10,66
2025-08-06 13F Financial Alternatives, Inc 70 687 41,88 2 994 56,34
2025-07-15 13F Retirement Guys Formula Llc 41 516 −0,37 1 759 9,81
2025-08-06 13F Longview Financial Advisors LLC 18 986 −1,07 804 9,09
2025-07-25 13F Total Clarity Wealth Management, Inc. 10 646 451
2025-07-18 13F Meritas Wealth Management, LLC 62 102 −3,70 2 631 6,13
2025-07-21 13F Keb Asset Management, Llc 147 538 205,48 6 250 236,69
2025-08-14 13F Betterment LLC 669 297 −48,31 28 −42,86
2025-08-01 13F Advisory Alpha, LLC 771 916 8,87 32 698 19,97
2025-08-08 13F Glassman Wealth Services 9 860 0,00 418 10,03
2025-07-16 13F Kennedy Investment Group 95 492 −5,02 4 045 4,68
2025-08-05 13F American Capital Advisory, LLC 196 482 10,96 8 323 22,27
2025-08-14 13F Family Office Research LLC 5 412 −0,90 229 9,57
2025-07-24 13F FinDec Wealth Services, Inc. 282 101 −9,89 11 950 −0,71
2025-08-14 13F Main Street Financial Solutions, LLC 21 221 0,76 899 11,00
2025-07-14 13F Sowell Financial Services LLC 151 782 8,59 6 429 19,65
2025-07-31 13F CVA Family Office, LLC 422 690 13,83 17 905 25,44
2025-08-12 13F Hill Investment Group Partners, LLC 6 198 6,48 263 17,49
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F OneAscent Financial Services LLC 9 673 0
2025-08-14 13F Stadion Money Management, LLC 890 856 −2,52 37 737 7,42
2025-08-12 13F Atlas Capital Advisors Llc 1 202 0,00 51 8,70
2025-08-08 13F Altiora Financial Group, LLC 57 900 10,57 2 453 21,87
2025-07-31 13F AlTi Global, Inc. 219 652 9 304
2025-07-25 13F We Are One Seven, LLC 41 458 −11,21 1 756 −2,12
2025-08-11 13F Wealthspire Advisors, LLC 851 789 7,73 36 082 18,71
2025-07-18 13F Ledgewood Wealth Advisors, LLC 336 100 −0,47 14 237 9,68
2025-08-06 13F New Dimensions Wealth Management, LLC 8 009 0,00 339 10,42
2025-08-08 13F Austin Wealth Management, LLC 1 500 959 46,28 65 052 69,06
2025-07-23 13F Elevate Wealth Advisory, Inc 59 040 17,83 2 501 29,80
2025-07-10 13F Stewardship Advisors, LLC 20 823 7,37 882 18,39
2025-07-23 13F SpringVest Wealth Management LLC 72 751 −23,26 3 082 −15,45
2025-07-24 13F VanderPol Investments L.L.C. 14 516 −17,65 615 −9,31
2025-08-04 13F Creative Financial Designs Inc /adv 114 −98,63 5 −98,75
2025-07-17 13F Melfa Wealth Management, Llc 71 775 0,10 3 040 10,30
2025-08-19 13F Advisory Services Network, LLC 9 287 −0,12 402 12,61
2025-08-13 13F Ark & Tlk Investments, Llc 178 575 −2,10 7 564 7,89
2025-07-11 13F Andrews, Lucia Wealth Management Llc 122 144 1,81 5 174 6,53
2025-07-28 13F Harbour Investments, Inc. 230 0,00 10 12,50
2025-08-06 13F Aspect Partners, LLC 12 874 0,00 545 10,32
2025-08-05 13F Sigma Planning Corp 10 622 −6,58 450 2,75
2025-07-11 13F Pioneer Wealth Management Group 1 301 476 8,05 55 131 19,06
2025-07-25 13F Apollon Wealth Management, LLC 88 950 −1,35 3 768 8,72
2025-04-28 13F Great Point Wealth Advisors, LLC 319 687 −0,82 12 289 −5,85
2025-08-11 13F VSM Wealth Advisory, LLC 113 405 −43,10 7 600 −0,80
2025-07-11 13F Wolfstich Capital, LLC 0 −100,00 0
2025-07-31 13F City State Bank 9 138 −7,38 387 2,11
2025-08-01 13F Envestnet Asset Management Inc 565 775 4,66 23 966 15,33
2025-08-11 13F TD Waterhouse Canada Inc. 4 145 −34,11 176 −17,45
2025-08-12 13F Lodestone Wealth Management LLC 5 194 220
2025-07-14 13F Chico Wealth RIA 149 602 −1,94 6 337 8,07
2025-07-22 13F Firethorn Wealth Partners, Llc 217 428 14,10 9 210 25,75
2025-07-23 13F Pillar Financial Advisors, LLC 3 597 0,00 152 10,14
2025-08-15 13F CI Private Wealth, LLC 943 025 −12,66 39 947 −3,75
2025-07-10 13F Strathmore Capital Advisors, Inc. 12 730 1,67 546 7,91
2025-07-28 13F Cypress Wealth Services, LLC 12 493 −1,88 529 8,18
2025-08-04 13F Savvy Advisors, Inc. 8 545 362
2025-08-01 13F Milestone Asset Management Group, LLC 44 667 11,98 1 892 23,42
2025-08-12 13F Eldridge Investment Advisors, Inc. 9 875 −32,48 418 −25,62
2025-05-13 13F EverSource Wealth Advisors, LLC 0 −100,00 0
2025-07-18 13F Cooper Financial Group 11 679 0,03 495 10,27
2025-08-01 13F Transcend Wealth Collective, Llc 17 659 4,71 748 15,43
2025-08-12 13F Jacobi Capital Management LLC 322 321 13,37 13 653 24,92
2025-07-10 13F Marshall Financial Group LLC 38 143 −14,49 1 627 −5,08
2025-06-03 13F Invst, LLC 102 757 23,94 3 950 17,63
2025-07-17 13F XY Planning Network, Inc. 10 940 463
2025-07-14 13F Maryland Capital Advisors Inc. 316 413 22,78 13 403 35,30
2025-07-11 13F Farther Finance Advisors, LLC 199 258 −6,17 8 441 3,01
2025-07-30 13F Exencial Wealth Advisors, Llc 21 467 1,05 909 11,40
2025-08-05 13F Bridgewater Advisors Inc. 8 667 0,14 378 14,94
2025-05-02 13F Capital A Wealth Management, LLC 102 4
2025-08-13 13F Balance Wealth, LLC 40 525 −12,94 1 717 −4,08
2025-07-29 13F Two West Capital Advisors LLC 791 943 5,47 34 640 26,28
2025-08-04 13F Pensionmark Financial Group, Llc 168 763 60,90 7 149 77,33
2025-07-30 13F D.a. Davidson & Co. 123 000 0,94 5 210 11,23
2025-07-17 13F Northwest Wealth Management, Llc 24 861 1 053
2025-07-14 13F Golden State Equity Partners 8 642 1,14 366 11,59
2025-08-12 13F Auxano Advisors, LLC 32 916 −5,94 1 394 3,64
2025-08-04 13F ELCO Management Co., LLC 17 080 −0,29 724 9,88
2025-08-12 13F LPL Financial LLC 827 449 11,16 35 051 22,49
2025-07-15 13F Maseco Llp 756 976 32 062
2025-07-31 13F Dodds Wealth, LLC 129 831 0,95 5 500 11,25
2025-07-28 13F Dixon Fnancial Services, Inc. 10 381 2,48 440 12,85
2025-07-24 13F Us Bancorp \de\ 74 −33,93 3 −25,00
2025-07-15 13F Bay Capital Advisors, LLC 14 752 2,17 625 12,64
2025-08-12 13F MAI Capital Management 524 082 7,71 22 200 18,70
2025-07-29 13F Foster & Motley Inc 8 239 0,00 0
2025-07-25 13F Gordian Advisors LLC 9 495 402
2025-08-01 13F Rossby Financial, LCC 5 716 0,00 242 12,56
2025-08-12 13F Tableaux Llc 8 730 −92,57 489 −89,16
2025-08-14 13F Herold Advisors, Inc. 45 679 8,58 1 935 19,60
2025-08-08 13F SageOak Financial, LLC 19 403 −8,99 822 0,24
2025-07-31 13F Orion Capital Management LLC 1 199 −2,91 51 6,38
2025-07-29 13F Financial Symmetry Inc 29 590 5,37 1 253 16,13
2025-08-14 13F Kovitz Investment Group Partners, LLC 905 106 7,02 38 340 17,94
2025-07-01 13F First National Bank Sioux Falls 19 461 0,00 824 10,16
2025-08-07 13F Cahill Financial Advisors Inc 51 072 0,00 2 163 10,19
2025-08-06 13F Ethos Financial Group, LLC 5 171 −60,71 219 −58,83
2025-08-14 13F Wealth Preservation Advisors, LLC 4 567 0,00 193 10,29
2025-07-22 13F Yoder Wealth Management, Inc. 27 437 −4,24 1 162 5,54
2025-08-12 13F Cowa, Llc 92 631 84,25 3 884 103,88
2025-07-16 13F FCG Investment Co 10 992 466
2025-07-17 13F Claris Advisors, Llc / Mo / 456 829 328,18 19 351 371,86
2025-07-16 13F Tassel Capital Management, Inc. 352 693 −4,10 14 940 5,68
2025-07-29 13F Spectrum Investment Advisors, Inc. 627 820 3,97 26 594 14,57
2025-07-29 13F Stratos Wealth Partners, LTD. 88 812 22,97 3 762 35,52
2025-08-06 13F Commonwealth Equity Services, Llc 1 291 662 −15,46 55 −6,90
2025-08-05 13F Bank Of Montreal /can/ 3 193 297,63 135 350,00
2025-08-07 13F Resources Investment Advisors, LLC. 3 767 059 6,72 159 573 17,60
2025-08-11 13F Wescott Financial Advisory Group, LLC 33 613 0,16 1 424 10,31
2025-07-15 13F Axis Wealth Partners, LLC 12 840 −1,91 544 7,95
2025-07-23 13F Woodside Wealth Management LLC 39 412 3,10 1 669 13,61
2025-08-12 13F AlphaCore Capital LLC 8 913 −3,07 378 6,80
2025-07-16 13F TCI Wealth Advisors, Inc. 97 470 4 129
2025-07-23 13F Colony Family Offices, LLC 16 930 0,00 717 10,31
2025-08-14 13F Mariner, LLC 1 079 322 2,20 45 720 12,62
2025-07-14 13F Capstone Wealth Management, LLC 39 091 8,02 1 656 18,98
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-07 13F Prudent Man Investment Management, Inc. 376 342 0,00 15 238 0,00
2025-07-10 13F Wedmont Private Capital 6 659 286
2025-08-13 13F Beacon Pointe Advisors, LLC 185 741 9,48 7 868 20,64
2025-08-11 13F Root Financial Partners, LLC 139 825 137,18 5 923 161,34
2025-07-25 13F Concord Wealth Partners 54 416 272,15 2 305 310,14
2025-08-14 13F Hurley Capital, LLC 106 0,95 4 0,00
2025-05-12 13F Cahill Wealth Management, LLC 19 581 −0,17 753 −5,29
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 5 809 0,00 246 10,31
2025-07-22 13F Merit Financial Group, LLC 15 496 4,36 656 15,09
2025-08-13 13F Summit Wealth Group Llc / Co 170 519 7 223
2025-07-28 13F BRYN MAWR TRUST Co 3 784 0,00 160 10,34
2025-08-13 13F Transce3nd, LLC 37 0,00 2 0,00
2025-08-14 13F Pine Harbor Wealth Management, LLC 6 545 0,00 277 10,36
2025-08-06 13F Spurstone Advisory Services, LLC 162 0,00 7 0,00
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-29 13F Private Trust Co Na 11 078 0,00 469 10,35
2025-07-07 13F Versant Capital Management, Inc 64 449 −2,04 2 730 7,95
2025-08-04 13F Assetmark, Inc 308 092 −29,03 13 051 −21,80
2025-07-17 13F Lauterbach Financial Advisors, LLC 36 999 24,18 1 567 36,86
2025-08-14 13F Acorn Wealth Advisors, LLC 34 202 0,02 1 449 10,20
2025-08-14 13F Cardiff Park Advisors, Llc 37 817 41,82 1 602 56,20
2025-07-11 13F Sprinkle Financial Consultants LLC 8 345 2,53 354 13,14
2025-08-11 13F Principal Securities, Inc. 365 −67,06 15 −65,91
2025-07-21 13F Keystone Financial Group, Inc. 636 076 −0,53 27 421 11,94
2025-08-08 13F Tanglewood Legacy Advisors, LLC 42 517 0,00 1 801 10,22
2025-05-15 13F/A Orion Portfolio Solutions, LLC 54 627 11,95 2 100 6,28
2025-08-01 13F Fort Vancouver Investment Management, LLC 2 411 −3,98 102 6,25
2025-08-04 13F Capital Performance Advisors Llp 52 292 −1,00 2 215 9,11
2025-08-06 13F Prospera Financial Services Inc 24 823 −8,01 1 052 1,45
2025-08-05 13F Mission Wealth Management, Lp 488 074 2,82 20 675 13,31
2025-08-14 13F Citadel Advisors Llc Call 58 300 90,52 2 470 109,95
2025-08-14 13F Citadel Advisors Llc 67 503 2 859
2025-07-30 13F Bcm Advisors, Llc 1 291 409 0,60 56 267 12,94
2025-07-23 13F Abel Hall, LLC 183 571 −0,56 7 776 9,58
2025-08-06 13F Rialto Wealth Management, LLC 14 912 0,00 632 10,12
2025-08-12 13F Triune Financial Partners, LLC 11 616 492
2025-08-14 13F Mercer Global Advisors Inc /adv 411 806 −28,54 17 444 −21,25
2025-08-14 13F Colony Group, LLC 2 336 891 16,03 98 991 27,86
2025-05-13 13F Neuberger Berman Group LLC 0 −100,00 0
2025-07-07 13F Kings Path Partners LLC 2 352 0,09 100 10,00
2025-07-25 13F Apollon Financial, LLC 21 724 920
2025-07-21 13F West Financial Advisors, LLC 70 0,00 3 0,00
2025-08-14 13F EP Wealth Advisors, Inc. 10 764 26,01 456 38,72
2025-08-14 13F Two Sigma Investments, Lp 127 900 5 418
2025-07-17 13F Oceanside Advisors LLC 33 174 −0,16 1 405 10,02
2025-07-15 13F Highland Financial Advisors, LLC 694 295 2,31 29 410 12,74
2025-08-14 13F Federation des caisses Desjardins du Quebec 5 381 0,00 228 10,19
2025-08-07 13F Alpha Financial Advisors, LLC 755 918 −3,67 32 021 6,16
2025-08-12 13F FourThought Financial Partners, LLC 5 439 0,06 230 10,58
2025-08-14 13F Smartleaf Asset Management LLC 7 099 −13,67 299 −4,78
2025-08-11 13F Private Advisor Group, LLC 178 402 2,39 7 557 12,84
2025-07-16 13F Spinnaker Investment Group, LLC 2 111 792 −4,79 89 456 4,91
2025-08-04 13F Live Oak Private Wealth LLC 229 853 138,97 9 737 163,35
2025-07-23 13F Sax Wealth Advisors, Llc 460 202 19,34 19 494 31,52
2025-04-22 13F Rappaport Reiches Capital Management, LLC 1 069 342 5,67 41 106 0,32
2025-08-08 13F VeraBank, N.A. 761 903 20,31 32 274 32,58
2025-07-28 13F Verisail Partners, LLC 48 538 0,00 2 056 10,24
2025-08-05 13F Beckerman Institutional, LLC 34 235 −11,82 1 0,00
2025-08-14 13F Wells Fargo & Company/mn 422 −68,88 18 −67,31
2025-07-24 13F WMG Financial Advisors, LLC 11 846 0,00 502 10,11
2025-08-07 13F Aegis Wealth Management LLC 161 245 0,00 6 198 0,00
2025-08-14 13F DecisionPoint Financial, LLC 13 590 0,01 576 10,34
2025-04-14 13F Black Point Wealth Management 0 −100,00 0 −100,00
2025-07-25 13F Atria Wealth Solutions, Inc. 7 490 −15,05 322 −5,03
2025-07-23 13F Hardy Reed LLC 140 471 −0,06 5 950 10,14
2025-08-18 13F Geneos Wealth Management Inc. 11 448 3,90 485 14,42
2025-07-28 13F Axxcess Wealth Management, Llc 130 454 −13,65 5 526 −4,84
2025-07-18 13F Parsons Capital Management Inc/ri 5 831 −8,98 247 0,41
2025-07-17 13F SC&H Financial Advisors, Inc. 812 484 4,47 34 417 15,13
2025-07-16 13F Signature Resources Capital Management, LLC 113 839 −1,04 4 822 9,05
2025-07-28 13F Morris Financial Concepts, Inc. 13 344 −0,41 565 9,71
2025-07-10 13F Sterling Financial Group, Inc. 91 296 −0,99 3 867 9,11
2025-07-14 13F Parkshore Wealth Management, Inc. 47 264 −6,47 2 002 3,09
2025-07-21 13F Barrett & Company, Inc. 17 394 −1,68 737 8,24
2025-07-30 13F Jackson Thornton Asset Management, Llc 304 744 0,86 13 000 19,26
2025-08-07 13F Allworth Financial LP 3 813 798 18,90 161 552 34,31
2025-08-13 13F Baird Financial Group, Inc. 198 905 92,91 8 426 112,59
2025-07-31 13F Buckingham Strategic Partners 2 074 570 118,57 87 879 140,86
2025-07-11 13F Physician Wealth Solutions Inc. 648 830 6,94 27 484 17,85
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 216 958 1,19 9 190 11,52
2025-07-18 13F Arcadia Wealth Management, LLC 0 −100,00 0
2025-07-17 13F Mattern Wealth Management LLC 149 226 2,26 6 321 12,69
2025-07-17 13F Vermillion Wealth Management, Inc. 149 0,00 6 20,00
2025-07-17 13F Willow Creek Wealth Management Inc. 367 975 6,58 15 587 17,45
2025-08-06 13F Prodigy Asset Management LLC 137 617 4,92 5 829 15,61
2025-08-13 13F Legacy Capital Wealth Partners, LLC 62 827 2 661
2025-07-24 13F Wealth Advisors Northwest LLC 168 837 7,09 7 152 18,00
2025-08-08 13F Creative Planning 674 545 −0,03 28 574 10,17
2025-07-22 13F Yardley Wealth Management LLC 732 989 1,95 31 14,81
2025-07-03 13F Fiduciary Financial Group, Llc 100 686 3,65 4 271 22,38
2025-08-14 13F Warren Averett Asset Management, LLC 127 626 137,20 5 406 161,41
2025-08-13 13F M Holdings Securities, Inc. 225 193 9
2025-07-17 13F Heritage Investment Group, Inc. 514 569 2,62 21 797 13,08
2025-08-04 13F Hutchinson Capital Management/ca 244 363 21,76 10 351 34,18
2025-07-09 13F Krilogy Financial LLC 1 616 979 3,60 68 495 14,17
2025-05-15 13F IronBridge Private Wealth, LLC 0 −100,00 0
2025-08-11 13F Cascade Wealth Advisors, Inc 43 365 1 893
2025-08-14 13F UBS Group AG 432 609 −3,86 18 325 5,95
2025-07-23 13F Seamount Financial Group Inc 81 197 7,09 3 440 18,02
2025-08-12 13F Change Path, LLC 119 796 0,40 5 075 10,64
2025-05-14 13F Ameriprise Financial Inc 0 −100,00 0
2025-08-05 13F Magnolia Capital Advisors Llc 113 174 37,57 4 794 51,61
2025-08-12 13F Martin Worley Group 223 965 0,88 9 487 11,17
2025-08-06 13F North Capital, Inc. 264 614 0,10 11 209 10,31
2025-07-24 13F Ronald Blue Trust, Inc. 7 711 −11,02 327 −2,10
2025-07-30 13F Cullen/frost Bankers, Inc. 24 350 0,00 1 031 10,15
2025-08-14 13F Integrated Wealth Concepts LLC 268 549 −4,51 11 376 5,22
2025-07-25 13F Evolution Advisers, Inc. 1 699 0,00 0
2025-08-14 13F Fmr Llc 11 700 11,67 496 23,13
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-15 13F Keel Point, LLC 36 048 −2,16 1 527 7,77
2025-08-12 13F Legacy Financial Group, Inc. 327 699 5,39 13 881 16,15
2025-07-29 13F Level Wealth Management LLC 142 372 0,23 6 031 10,44
2025-07-29 13F Wealthstream Advisors, Inc. 6 561 0,00 278 9,92
2025-07-25 13F Ruedi Wealth Management, Inc. 9 464 0,02 401 10,19
2025-07-22 13F My Personal CFO, LLC 159 831 19,09 6 770 31,25
2025-08-14 13F Ieq Capital, Llc 55 163 0,17 2 337 10,40
2025-07-10 13F ARS Wealth Advisors Group, LLC 5 960 0,00 252 10,04
2025-07-18 13F Parkwoods Wealth Partners, LLC 5 407 229
2025-07-25 13F RHS Financial, LLC 7 350 −14,04 311 −5,18
2025-08-14 13F GWM Advisors LLC 58 856 6,85 2 493 17,76
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-11 13F CFS Investment Advisory Services, LLC 26 850 25,16 1
2025-08-12 13F Steward Partners Investment Advisory, Llc 431 0,00 18 12,50
2025-05-08 13F Private Advisory Group LLC 0 −100,00 0 −100,00
2025-08-05 13F Allodium Investment Consultants, LLC 19 856 10,21 841 21,53
2025-07-25 13F Concurrent Investment Advisors, LLC 21 297 902
2025-07-11 13F Quad-Cities Investment Group, LLC 119 399 4,70 5 058 15,38
2025-07-17 13F Sound Income Strategies, LLC 101 0,00 4 33,33
2025-07-21 13F Ameritas Advisory Services, LLC 12 1
2025-08-13 13F Momentous Wealth Management, Inc. 5 252 −3,49 222 6,22
2025-07-22 13F Beacon Financial Advisory LLC 12 692 −20,31 538 −12,25
2025-08-04 13F Waterfront Wealth Inc. 99 758 2,98 4 226 13,48
2025-07-29 13F Sincerus Advisory, LLC 34 511 −0,97 1 509 12,70
2025-07-10 13F Waypoint Wealth Partners Inc. 16 150 684
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-29 13F BKD Wealth Advisors, LLC 376 909 −25,16 15 966 −17,53
2025-07-30 13F Forum Financial Management, LP 36 402 −0,02 1 542 10,15
2025-08-15 13F Captrust Financial Advisors 45 782 5,75 1 939 16,53
2025-08-13 13F Rsm Us Wealth Management Llc 56 414 2 390
2025-08-07 13F Kestra Private Wealth Services, Llc 14 802 −8,15 627 1,29
2025-08-11 13F Pinnacle Financial Group, LLC / IL 51 507 −19,44 2 182 −11,23
2025-08-14 13F Clarity Capital Advisors, LLC 304 622 3,93 12 904 14,52
2025-07-11 13F Ullmann Financial Group, Inc. 9 836 0,22 417 10,34
2025-08-08 13F Cetera Investment Advisers 769 987 118,98 32 617 141,31
2025-07-15 13F Evanson Asset Management, LLC 12 945 −56,04 548 −51,59
2025-07-31 13F Wealthfront Advisers Llc 21 000 −49,28 890 −44,12
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 617 878 9,20 26 173 20,34
2025-07-24 13F Vantage Point Financial LLC 91 245 0,56 3 865 10,84
2025-07-31 13F Heirloom Wealth Management 151 944 5,70 6 436 16,49
2025-07-09 13F Dynamic Advisor Solutions LLC 19 208 −16,12 814 −7,61
2025-07-10 13F Pacific Asset Management, LLC 199 480 1,15 8 450 11,46
2025-08-14 13F Stifel Financial Corp 583 460 −0,60 24 715 9,54
2025-08-14 13F Envision Financial Planning, LLC 493 050 −0,33 20 886 9,83
2025-07-22 13F Hill Island Financial Llc 1 253 779 −2,47 53 110 7,47
2025-08-01 13F Gwn Securities Inc. 10 806 −43,85 458 −38,16
2025-07-31 13F Curio Wealth, Llc 823 273 195 451,78 34 874 13,57
2025-07-16 13F BOS Asset Management, LLC 5 168 219
2025-07-24 13F Riverchase Wealth Management, Llc 8 294 0,25 351 10,38
2025-08-12 13F Quadcap Wealth Management, LLC 15 405 653
2025-07-29 13F Arista Wealth Management, LLC 2 003 960 1,45 84 888 11,79
2025-08-13 13F Annandale Capital, LLC 11 932 4,12 1
2025-08-12 13F Lionshead Wealth Management, LLC 33 217 −26,08 1 407 −18,53
2025-08-14 13F Navigoe, LLC 250 392 8,86 11 25,00
2025-08-14 13F Ancora Advisors, LLC 67 445 −7,38 2 857 2,04
2025-08-19 13F Asset Dedication, LLC 10 772 −89,80 456 −88,77
2025-08-12 13F Cornerstone Wealth Management, LLC 5 893 0,26 250 10,67
2025-08-08 13F Capital Investment Advisory Services, LLC 164 298 5,01 6 960 15,71
2025-07-28 13F Patten & Patten Inc/tn 11 718 −9,25 496 0,00
2025-07-08 13F Zrc Wealth Management, Llc 69 328 16,25 2 937 28,10
2025-07-25 13F Concord Asset Management, LLC/VA 54 416 2 305
2025-07-31 13F Warburton Capital Management, LLC 10 890 28,43 0
2025-04-17 13F BCU Wealth Advisors, LLC 0 −100,00 0
2025-07-09 13F Emprise Bank 5 553 0,00 235 10,33
2025-08-20 13F/A Coppell Advisory Solutions LLC 8 826 −4,45 372 6,29
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 2 480 −53,67 105 −48,78
2025-08-01 13F Liberty Wealth Management Llc 828 196 1,68 35 082 12,05
2025-07-10 13F Shira Ridge Wealth Management 513 147 −2,37 21 737 7,58
2025-05-06 13F Avantax Advisory Services, Inc. 0 −100,00 0
2025-08-11 13F Diversified Portfolios, Inc. 176 732 −3,06 7 486 6,82
2025-07-25 13F Investment Advisory Group, LLC 22 416 0,68 950 10,99
2025-05-14 13F Summit Financial Wealth Advisors, LLC 15 015 0,00 577 −7,09
2025-07-30 13F First Citizens Bank & Trust Co 56 332 0,00 2 386 10,21
2025-08-13 13F Solutions 4 Wealth, Ltd 21 378 0,00 906 10,23
2025-08-13 13F Forthright Family Wealth Advisory LLC 34 267 −0,22 1 452 9,92
2025-07-22 13F Aquire Wealth Advisors, LLC 3 461 789 −7,86 146 641 1,53
2025-07-10 13F Cypress Point Wealth Management, LLC 125 125 −24,22 5 300 −16,48
2025-08-06 13F AE Wealth Management LLC 2 511 824 13,74 106 401 25,34
2025-07-24 13F Grand Wealth Management, Llc 1 031 −62,11 44 −58,65
2025-07-31 13F Washington Trust Advisors, Inc. 31 777 −9,19 1 346 0,07
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 1 075 0,00 46 9,76
2025-08-06 13F Valued Wealth Advisors LLC 833 680 7,10 35 315 18,02
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