Grundläggande statistik
Institutionella ägare | 601 total, 601 long only, 0 short only, 0 long/short - change of 6,93% MRQ |
Genomsnittlig portföljallokering | 1.6471 % - change of −4,13% MRQ |
Institutionella aktier (lång) | 242 509 675 (ex 13D/G) - change of 4,79MM shares 2,02% MRQ |
Institutionellt värde (lång) | $ 6 799 009 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF (US:DFAX) har 601 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 242,509,675 aktier. Största aktieägare inkluderar Colony Group, LLC, LPL Financial LLC, Envestnet Asset Management Inc, Geometric Wealth Advisors, Allworth Financial LP, Monograph Wealth Advisors, Llc, Glenmede Investment Management, LP, Glenmede Trust Co Na, Commonwealth Equity Services, Llc, and Great Waters Wealth Management .
Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF (ARCA:DFAX) 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 11, 2025 is 31,43 / share. Previously, on September 12, 2024, the share price was 26,04 / share. This represents an increase of 20,70% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel
.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 44 108 | 10,59 | 1 | 0,00 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 31 159 | −22,87 | 915 | −13,52 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 465 | 14 | ||||||
2025-07-14 | 13F | Shearwater Capital LLC | 843 365 | 4,04 | 24 770 | 16,63 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 621 073 | 5,09 | 18 241 | 17,81 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 183 547 | −0,13 | 5 391 | 11,94 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 47 286 | 15,74 | 1 389 | 29,72 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 60 773 | −5,00 | 1 785 | 6,44 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 1 174 | 0,00 | 34 | 13,33 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 175 613 | 0,40 | 5 158 | 12,55 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 745 315 | 0,00 | 21 890 | 12,10 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10 964 | 1,26 | 322 | 13,78 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 678 | 0,00 | 226 | 11,94 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 2 086 502 | −3,77 | 61 281 | 7,87 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 14 248 | −43,39 | 418 | −36,57 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 79 061 | 34,21 | 2 313 | 48,59 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 229 673 | 143,15 | 6 745 | 172,64 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 2 187 499 | 3,34 | 64 247 | 15,84 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 76 595 | 0,89 | 2 250 | 13,07 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 36 388 | −2,03 | 1 069 | 9,76 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 12 130 | 0,00 | 356 | 12,30 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 8 956 | 0,07 | 263 | 12,39 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 7 732 | 227 | ||||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 120 346 | −1,15 | 3 514 | 10,19 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 15 234 | 0,04 | 447 | 12,31 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 1 535 | 39 | ||||||
2025-07-08 | 13F | Rise Advisors, LLC | 22 903 | 1,26 | 673 | 13,51 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 13 766 | 0,00 | 404 | 12,22 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7 312 | 1,25 | 215 | 27,38 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 370 708 | 1,73 | 10 888 | 14,04 | ||||
2025-07-08 | 13F | Holcombe Financial, Inc. | 19 010 | −2,10 | 558 | 9,84 | ||||
2025-05-02 | 13F | Sigma Planning Corp | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 12 023 | 0,03 | 353 | 12,42 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 7 036 | 207 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 208 | −82,78 | 6 | −80,65 | ||||
2025-07-11 | 13F | Wolfstich Capital, LLC | 394 556 | −36,97 | 11 588 | −29,34 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 11 800 | 347 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 933 080 | −3,20 | 27 405 | 8,51 | ||||
2025-08-14 | 13F | Navigoe, LLC | 3 319 | 0,00 | 0 | |||||
2025-07-25 | 13F | LRI Investments, LLC | 1 252 551 | 13,81 | 36 787 | 27,59 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 392 933 | 0,42 | 11 540 | 12,57 | ||||
2025-07-23 | 13F | Canopy Partners, LLC | 176 477 | −0,09 | 5 183 | 12,02 | ||||
2025-08-05 | 13F | Key FInancial Inc | 1 225 | 0,00 | 36 | 9,38 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 10 978 | −6,44 | 321 | 11,46 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 84 850 | 0,84 | 2 492 | 13,07 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 93 423 | −0,36 | 2 744 | 11,69 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 2 080 | 1,22 | 61 | 15,09 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 36 989 | 0,45 | 1 086 | 12,66 | ||||
2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Francis Financial, Inc. | 29 119 | −8,80 | 855 | 2,27 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 15 980 | 469 | ||||||
2025-07-14 | 13F | Financial Harvest, LLC | 64 231 | 1 886 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 2 917 896 | 645,48 | 85 699 | 735,67 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 11 033 | −30,51 | 324 | −22,12 | ||||
2025-08-13 | 13F | M&t Bank Corp | 29 950 | 0,00 | 880 | 12,12 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 25 090 | 1 | ||||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 629 629 | −1,11 | 18 492 | 10,86 | ||||
2025-07-22 | 13F | JP Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 39 133 | 4,46 | 1 149 | 17,13 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 950 768 | 0,23 | 27 924 | 12,36 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 21 227 | −4,01 | 623 | 7,60 | ||||
2025-07-07 | 13F | Shotwell Rutter Baer Inc | 13 500 | −2,60 | 400 | 19,05 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 96 697 | 610,17 | 2 840 | 697,47 | ||||
2025-07-11 | 13F | Diversified Trust Co | 38 077 | 0,00 | 1 118 | 12,14 | ||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 1 657 619 | 6,55 | 48 684 | 19,45 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 516 211 | 18,81 | 15 161 | 33,19 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 112 020 | −1,16 | 3 290 | 10,81 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 13 483 | 0,00 | 396 | 11,90 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 705 703 | −6,99 | 20 726 | 4,27 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 491 243 | −1,55 | 14 428 | 10,36 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 60 743 | 1 784 | ||||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 307 768 | −4,85 | 9 039 | 6,67 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 47 127 | −0,80 | 1 384 | 11,25 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 960 626 | 0,05 | 57 584 | 12,15 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 64 225 | 12,50 | 1 886 | 26,15 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 58 115 | −3,19 | 1 707 | 8,52 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 106 159 | −0,36 | 3 118 | 11,68 | ||||
2025-07-18 | 13F | Truist Financial Corp | 354 400 | 0,50 | 10 409 | 12,65 | ||||
2025-07-31 | 13F | Core Wealth Management, Inc. | 2 399 324 | 2,96 | 70 468 | 15,42 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 12 701 | 0,15 | 373 | 12,35 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 575 318 | 4,51 | 46 267 | 17,15 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 11 120 | 11,38 | 291 | |||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 309 426 | −0,41 | 9 088 | 11,63 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 107 342 | −0,57 | 3 153 | 11,46 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 207 535 | −6,04 | 6 095 | 5,32 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 183 256 | −2,37 | 5 382 | 9,46 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 1 766 764 | −10,88 | 46 289 | −6,08 | ||||
2025-07-29 | 13F | Schubert & Co | 37 992 | −46,09 | 1 116 | −39,60 | ||||
2025-08-04 | 13F | Spire Wealth Management | 294 | −93,10 | 9 | −92,79 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 649 | −33,61 | 137 | −25,68 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 79 886 | 19,83 | 2 346 | 34,36 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 7 512 | 221 | ||||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 498 568 | −1,65 | 14 643 | 10,24 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 103 624 | −0,35 | 3 043 | 11,71 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 65 643 | 56,51 | 1 928 | 75,50 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 43 | 1 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 159 | 0,00 | 5 | 0,00 | ||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 727 846 | 2,09 | 21 377 | 14,44 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 334 815 | −1,67 | 10 | 12,50 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 5 388 | 0,00 | 158 | 12,06 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 338 253 | −26,97 | 39 305 | −18,13 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 66 529 | −0,02 | 1 954 | 12,05 | ||||
2025-08-13 | 13F | United Wealth Management, LLC | 100 741 | −3,36 | 2 959 | 8,31 | ||||
2025-07-07 | 13F | Investors Research Corp | 4 911 | 0,00 | 144 | 12,50 | ||||
2025-08-14 | 13F | RBF Capital, LLC | 140 000 | −15,15 | 4 112 | −4,90 | ||||
2025-07-31 | 13F | Red Wave Investments LLC | 28 765 | −1,16 | 845 | 10,76 | ||||
2025-07-21 | 13F | Onyx Financial Advisors, LLC | 1 150 877 | 0,39 | 33 801 | 12,53 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 46 758 | 7,43 | 1 373 | 20,44 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 414 382 | −8,21 | 12 171 | 2,90 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 86 891 | −3,81 | 2 552 | 7,82 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 426 569 | −0,78 | 41 898 | 11,22 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 7 477 | 0,84 | 233 | 12,62 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 416 500 | −7,80 | 12 233 | 3,35 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 669 643 | −4,99 | 20 290 | 5,26 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 1 174 996 | 10,75 | 34 369 | 29,68 | ||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 241 280 | −1,40 | 7 086 | 10,53 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 69 080 | −0,98 | 2 029 | 11,00 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 1 954 | 41,59 | 57 | 58,33 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 81 210 | 0,04 | 2 385 | 12,18 | ||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 222 123 | −0,21 | 6 524 | 11,87 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 36 105 | 0,00 | 1 060 | 12,17 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 12 002 | 0,00 | 352 | 12,10 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 680 341 | 10,55 | 19 982 | 23,93 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 88 081 | 0,77 | 2 587 | 12,93 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 232 369 | −5,99 | 6 825 | 5,39 | ||||
2025-04-16 | 13F | Mogy Joel R Investment Counsel Inc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 60 457 | 0,00 | 1 776 | 12,13 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 12 484 | 62,17 | 367 | 82,09 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 72 209 | −20,31 | 2 121 | −10,70 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 22 105 | −0,40 | 649 | 11,70 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 349 960 | −5,23 | 10 278 | 6,24 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 2 447 433 | −8,28 | 71 881 | 2,82 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 12 189 | 0,00 | 358 | 11,91 | ||||
2025-08-05 | 13F | Jessup Wealth Management, Inc | 12 324 | 0,00 | 362 | 12,11 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 248 081 | 8,93 | 7 286 | 22,13 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 17 094 | 0,77 | 502 | 13,06 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 792 745 | −0,65 | 111 393 | 11,37 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 54 596 | 7,18 | 1 603 | 20,16 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 10 206 | −2,21 | 267 | 3,09 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 21 106 | −17,79 | 642 | −7,24 | ||||
2025-07-28 | 13F | Strategent Financial, LLC | 15 439 | −2,32 | 453 | 9,42 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 92 242 | 6,62 | 2 709 | 19,55 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 35 606 | 2,57 | 1 046 | 14,96 | ||||
2025-07-29 | 13F | Regions Financial Corp | 68 678 | −1,01 | 2 017 | 11,01 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 574 | 0,00 | 134 | 12,61 | ||||
2025-08-13 | 13F | Northern Trust Corp | 19 290 | 567 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 119 700 | −2,78 | 4 | 0,00 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 8 422 | 0,08 | 221 | 5,26 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 038 | 86,49 | 89 | 111,90 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 11 303 | 332 | ||||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 21 041 | 0,27 | 618 | 12,39 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 605 851 | −3,06 | 17 794 | 8,67 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 722 | 1,15 | 168 | 13,51 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 297 403 | −13,15 | 9 | 0,00 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 507 458 | −0,68 | 15 | 15,38 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 20 468 | −1,03 | 601 | 11,09 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 12 287 | 0,00 | 362 | 14,92 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 84 466 | 0,09 | 2 481 | 12,22 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 160 619 | −3,74 | 4 717 | 7,92 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 117 940 | 0,00 | 3 464 | 12,07 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 60 318 | −3,98 | 1 772 | 10,83 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 6 964 | 205 | ||||||
2025-07-16 | 13F | Falcon Wealth Planning | 12 634 | 0,00 | 371 | 12,08 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 10 486 | 0,00 | 308 | 12,04 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 46 761 | 0,01 | 1 373 | 12,17 | ||||
2025-07-23 | 13F | First Financial Group Corp | 121 686 | 2,03 | 3 574 | 14,37 | ||||
2025-08-12 | 13F | Bokf, Na | 3 398 | 100 | ||||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 069 626 | 31 415 | ||||||
2025-08-11 | 13F | M Wealth Management, LLC | 36 170 | −0,72 | 1 062 | 11,32 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 264 602 | −0,30 | 7 771 | 11,76 | ||||
2025-08-11 | 13F | WPWealth LLP | 108 419 | 0,71 | 3 184 | 12,91 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 63 381 | 1,25 | 1 861 | 13,48 | ||||
2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 17 893 | 526 | ||||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 16 219 | 476 | ||||||
2025-07-07 | 13F | Wesbanco Bank Inc | 9 111 | 268 | ||||||
2025-08-01 | 13F | Facet Wealth, Inc. | 15 630 | 0,75 | 458 | 7,28 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 110 896 | −11,78 | 3 257 | −1,09 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 4 716 | 1,27 | 139 | 13,11 | ||||
2025-08-11 | 13F | Babb Wealth Advisors LLC | 1 096 575 | −0,42 | 32 206 | 11,63 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 261 736 | 50,47 | 7 687 | 68,69 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 214 076 | −2,04 | 6 | 20,00 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 78 533 | −0,17 | 2 307 | 11,94 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 196 488 | 2,64 | 5 771 | 15,05 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 309 086 | −3,46 | 9 078 | 8,19 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 25 607 | −7,23 | 752 | 4,01 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 22 303 | 0,00 | 655 | 12,16 | ||||
2025-07-15 | 13F | Optima Capital Llc | 8 062 | 237 | ||||||
2025-07-18 | 13F | BCO Wealth Management LLC | 80 643 | −0,31 | 2 366 | 11,66 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 3 001 123 | −5,60 | 88 143 | 5,75 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 34 220 | −2,10 | 1 005 | 9,84 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 803 499 | −2,00 | 23 808 | 10,83 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 9 717 | 0,00 | 285 | 12,20 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 8 401 | 247 | ||||||
2025-07-28 | 13F | Copia Wealth Management | 1 893 | 56 | ||||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 66 146 | −6,12 | 1 943 | 5,20 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 20 062 | −10,96 | 589 | −0,17 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 150 192 | 0,30 | 4 393 | 11,53 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2 752 510 | 0,11 | 80 841 | 12,22 | ||||
2025-08-14 | 13F | Comerica Bank | 3 459 555 | −2,39 | 101 607 | 9,42 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 4 058 842 | 18,02 | 119 208 | 32,30 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 2 040 938 | 59 942 | ||||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 47 614 | −1,47 | 1 398 | 10,43 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 321 879 | −1,04 | 9 454 | 10,94 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 215 345 | −4,90 | 6 325 | 6,61 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 15 285 | 449 | ||||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | ERn Financial, LLC | 330 741 | −4,44 | 9 714 | 7,12 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 240 838 | −6,35 | 36 443 | 4,98 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 118 955 | −13,13 | 3 494 | −2,62 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 42 155 | 84,30 | 1 238 | 106,68 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 9 204 | 0 | ||||||
2025-08-08 | 13F | KM Capital Management Ltd. | 40 123 | 1,24 | 1 178 | 13,49 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 74 206 | 525,26 | 2 179 | 602,90 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 1 540 | 45 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 917 | 21,33 | 321 | 36,17 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 4 071 | −7,92 | 120 | 3,48 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 44 430 | 286,62 | 1 305 | 333,22 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 38 726 | 0,00 | 1 137 | 12,13 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 1 580 414 | −5,90 | 46 417 | 5,48 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 46 923 | 1 378 | ||||||
2025-08-14 | 13F | Certified Advisory Corp | 13 816 | 1,26 | 406 | 13,45 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 504 241 | 4,25 | 14 810 | 16,86 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 24 700 | 1,95 | 725 | 14,35 | ||||
2025-08-01 | 13F | Unconventional Investor, LLC | 48 888 | 0,00 | 1 436 | 12,11 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 589 | 1,20 | 17 | 13,33 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 824 655 | −1,31 | 24 220 | 10,63 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 186 812 | −8,55 | 5 487 | 2,50 | ||||
2025-05-15 | 13F | Headinvest, Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 115 123 | −6,44 | 3 381 | 10,56 | ||||
2025-07-03 | 13F | Trust Co of the South | 390 756 | 0,00 | 11 477 | 12,10 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 14 168 | −3,07 | 416 | 8,90 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 15 052 | 4,49 | 442 | 17,24 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 249 | −8,25 | 213 | 2,42 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 14 887 | −1,28 | 437 | 10,63 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 242 051 | −34,34 | 7 109 | −26,39 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 425 066 | 5,26 | 12 484 | 18,00 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 266 308 | −1,83 | 7 821 | 10,05 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9 174 | 5,10 | 0 | |||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 52 284 | −0,45 | 1 536 | 11,56 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 408 588 | 9,86 | 12 000 | 23,15 | ||||
2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 1 477 428 | −74,28 | 43 392 | −71,17 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 23 617 | 1,03 | 694 | 13,24 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 11 387 | −22,33 | 334 | −13,02 | ||||
2025-08-14 | 13F | Betterment LLC | 372 368 | 26,44 | 11 | 42,86 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 72 | 0,00 | 2 | 100,00 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 12 971 | 18,09 | 381 | 32,40 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 7 420 | 218 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 39 949 | 0,23 | 1 173 | 12,36 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 36 002 | −4,45 | 1 057 | 7,09 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 32 750 | −5,54 | 1 | |||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 1 464 348 | −1,17 | 43 008 | 10,79 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 974 | −78,64 | 175 | −74,82 | ||||
2025-08-08 | 13F | Creative Planning | 400 328 | −2,41 | 11 758 | 9,40 | ||||
2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 22 799 | −3,74 | 670 | 7,90 | ||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 620 140 | 6,69 | 18 214 | 19,60 | ||||
2025-07-16 | 13F | Meredith Wealth Planning | 25 478 | 748 | ||||||
2025-07-16 | 13F | Plancorp, LLC | 4 087 877 | −0,80 | 120 061 | 11,20 | ||||
2025-07-31 | 13F | McCarthy Asset Management, Inc. | 9 853 | −17,49 | 289 | −7,37 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1 699 457 | 32,97 | 49 913 | 49,06 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 5 095 | −12,09 | 150 | −1,32 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 15 247 | 0,00 | 448 | 12,03 | ||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 519 382 | −2,00 | 15 254 | 9,85 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 27 171 | 0,93 | 798 | 13,19 | ||||
2025-08-08 | 13F | Renasant Bank | 15 353 | 0,00 | 451 | 11,94 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 37 587 | 0,00 | 1 104 | 12,09 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 677 533 | −0,97 | 19 899 | 11,01 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 7 297 | −10,73 | 214 | 0,00 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 91 508 | −4,18 | 2 688 | 7,39 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 30 127 | −12,02 | 885 | −1,45 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 5 369 | −42,54 | 158 | −35,66 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 42 088 | 3,29 | 1 236 | 15,84 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 19 943 | −9,28 | 586 | 1,74 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 25 554 | 6,11 | 751 | 19,05 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 47 965 | 72,27 | 1 409 | 103,47 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 6 914 | −40,39 | 203 | −33,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 12 921 | 4,21 | 379 | 16,98 | ||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 16 724 | 0,18 | 495 | 15,38 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 200 487 | −2,33 | 5 888 | 9,48 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 9 153 | −0,11 | 269 | 11,67 | ||||
2025-07-24 | 13F | rebel Financial LLC | 7 612 | 224 | ||||||
2025-08-08 | 13F | Glassman Wealth Services | 1 865 729 | 4,31 | 54 796 | 16,93 | ||||
2025-08-13 | 13F | Alerus Financial Na | 3 538 198 | 0,08 | 103 917 | 12,19 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 50 981 | 0,17 | 1 497 | 12,30 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 2 850 542 | −2,26 | 83 720 | 9,57 | ||||
2025-08-05 | 13F | Everest Management Corp. | 8 585 | 0,00 | 252 | 12,50 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 150 592 | 0,40 | 4 423 | 6,25 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 22 136 | 650 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 24 567 | −1,46 | 722 | 10,41 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 21 699 | −0,47 | 637 | 11,56 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 14 464 | −16,06 | 425 | −5,99 | ||||
2025-08-13 | 13F | RW Investment Management LLC | 102 463 | 0,00 | 3 009 | 12,11 | ||||
2025-07-14 | 13F | BetterWealth, LLC | 1 830 211 | 1,97 | 53 753 | 14,30 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 24 827 | −59,12 | 729 | −54,18 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 17 803 | −6,72 | 523 | 4,40 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 51 752 | 0,19 | 1 520 | 12,27 | ||||
2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 58 564 | −1,26 | 1 720 | 10,68 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 112 697 | −0,39 | 3 310 | 11,64 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 211 114 | −1,24 | 6 200 | 10,71 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 555 439 | 38,94 | 15 800 | 50,85 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 4 219 | 1,01 | 0 | |||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8 556 | 0,00 | 251 | 12,05 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 620 649 | 17,85 | 18 | 38,46 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 9 062 | 16,39 | 266 | 31,03 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 246 028 | −0,56 | 7 226 | 18,72 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 833 432 | 0,39 | 24 478 | 12,53 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 759 | 0,00 | 22 | 15,79 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 65 802 | −1,69 | 1 933 | 10,21 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 8 199 | −1,00 | 241 | 11,11 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 7 615 838 | −1,11 | 223 677 | 10,86 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 5 919 | −6,77 | 174 | 4,22 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 8 464 | 0,00 | 249 | 12,22 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 9 067 | 0,00 | 266 | 12,24 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 1 438 802 | 3,50 | 42 258 | 16,02 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 133 749 | 1,02 | 3 928 | 13,26 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 647 049 | 5,31 | 48 374 | 17,47 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 30 932 | 0,95 | 908 | 13,22 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Truepoint, Inc. | 374 418 | −3,15 | 10 997 | 8,57 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 48 677 | 0,18 | 1 430 | 12,25 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 284 398 | −8,09 | 8 | 0,00 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 43 089 | −3,03 | 1 266 | 8,68 | ||||
2025-07-14 | 13F | Chico Wealth RIA | 9 052 | 0,00 | 266 | 11,81 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 305 219 | −10,81 | 8 964 | −0,43 | ||||
2025-07-17 | 13F | Applied Capital LLC | 60 417 | −0,70 | 1 774 | 11,29 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 751 383 | −1,00 | 22 068 | 10,98 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 1 204 254 | 16,18 | 35 658 | 38,38 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 8 213 | 0,96 | 241 | 13,15 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 616 911 | −17,44 | 18 119 | −7,45 | ||||
2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Harbor Group, Inc. | 121 252 | 0,90 | 3 561 | 13,12 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 55 575 | −15,33 | 1 632 | −5,06 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 17 134 | 0,00 | 516 | 18,94 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 61 216 | 1 798 | ||||||
2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 713 701 | 2,15 | 20 961 | 14,51 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 18 030 | 530 | ||||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 360 272 | −0,85 | 10 581 | 17,15 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 42 331 | −1,33 | 1 243 | 10,59 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 044 | 1,24 | 60 | 15,38 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 7 981 | 0,00 | 234 | 11,96 | ||||
2025-08-01 | 13F | Motco | 12 372 | 0,00 | 362 | 11,73 | ||||
2025-04-09 | 13F | Baker Tilly Financial, Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 30 531 | 13,43 | 897 | 27,09 | ||||
2025-08-12 | 13F | McGrath & Associates, Inc. | 63 181 | 62,21 | 1 856 | 81,86 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 113 893 | −10,25 | 3 345 | 0,63 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16 869 | −1,19 | 495 | 10,74 | ||||
2025-08-12 | 13F | MAI Capital Management | 69 373 | 0,00 | 2 037 | 12,11 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 13 302 | −1,88 | 391 | 9,86 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 6 403 | 0,00 | 188 | 12,57 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 9 257 | 0,00 | 272 | 11,98 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-07 | 13F | Midwest Trust Co | 33 104 | 972 | ||||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 89 824 | −2,02 | 2 638 | 9,87 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 137 431 | 36,58 | 4 036 | 53,11 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 2 766 429 | −0,01 | 81 250 | 12,09 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 10 263 | 0,00 | 301 | 12,31 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 42 859 | −8,74 | 1 259 | 2,28 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1 137 | 0,62 | 33 | 13,79 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 11 949 | 0,64 | 351 | 12,54 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 778 779 | 9,19 | 22 873 | 22,40 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 2 517 | 0,00 | 74 | 12,31 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 248 | 7 | ||||||
2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 1 324 591 | −7,97 | 38 903 | 3,16 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 24 239 | 0,02 | 712 | 12,15 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 150 941 | 1,73 | 4 433 | 14,05 | ||||
2025-07-15 | 13F | Maseco Llp | 24 096 | 708 | ||||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 507 041 | −7,98 | 14 892 | 3,15 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 5 774 | 66,54 | 170 | 87,78 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3 919 | 0,15 | 115 | 12,75 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 2 646 | −1,31 | 78 | 10,00 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 308 472 | 0,00 | 9 060 | 12,10 | ||||
2025-07-31 | 13F | City State Bank | 6 000 | 20,00 | 176 | 34,35 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 937 839 | −4,96 | 27 544 | 6,54 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 33 803 | 5,24 | 993 | 17,95 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 3 107 | 1 944,08 | 91 | 2 933,33 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 13 503 | 397 | ||||||
2025-08-08 | 13F | SageOak Financial, LLC | 13 011 | 10,63 | 382 | 24,03 | ||||
2025-07-25 | 13F | Cwm, Llc | 211 733 | 1,69 | 6 | 20,00 | ||||
2025-07-16 | 13F | Jentner Corp | 17 270 | 507 | ||||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1 328 699 | 1,21 | 39 024 | 13,45 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 397 523 | −0,25 | 11 675 | 11,83 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 454 680 | −35,86 | 13 354 | −28,11 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 30 241 | −1,17 | 888 | 10,86 | ||||
2025-07-21 | 13F | 25 Llc | 12 635 | 0,77 | 371 | 13,11 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 473 | 1,23 | 366 | 13,66 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 13 691 | 0,00 | 402 | 12,29 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 115 651 | −2,50 | 3 397 | 9,30 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 796 | −57,61 | 53 | −53,15 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 19 305 | −0,54 | 567 | 11,61 | ||||
2025-07-29 | 13F | Private Trust Co Na | 10 264 | −41,99 | 301 | −34,99 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 12 517 | 0,70 | 368 | 12,92 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 326 272 | 4,96 | 9 583 | 17,66 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 823 | 0,00 | 54 | 10,42 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 24 101 | −4,13 | 708 | 7,45 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 11 039 | −26,05 | 324 | −17,14 | ||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 243 518 | −1,31 | 7 152 | 10,64 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 8 641 | 256 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 9 521 | −37,56 | 280 | −30,08 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 7 311 | 215 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 2 876 712 | −22,13 | 84 489 | −12,71 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 141 439 | 6,70 | 4 154 | 19,64 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 20 204 | −6,92 | 593 | 4,40 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 57 511 | −0,75 | 1 689 | 11,26 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 189 | 0,00 | 6 | 25,00 | ||||
2025-05-05 | 13F | Millstone Evans Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Atlas Wealth LLC | 7 619 | 224 | ||||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 13 525 | 0,00 | 397 | 12,15 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 45 691 | −0,03 | 1 342 | 12,03 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 47 150 | 1 385 | ||||||
2025-08-14 | 13F | Mariner, LLC | 300 123 | −3,43 | 8 815 | 8,25 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 299 578 | 4,95 | 8 799 | 17,65 | ||||
2025-08-15 | 13F | Morgan Stanley | 127 638 | 13,54 | 3 749 | 27,27 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 9 | −70,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21 436 | 6,34 | 630 | 19,13 | ||||
2025-08-12 | 13F | LPL Financial LLC | 8 024 667 | 2,38 | 235 684 | 14,76 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 755 020 | 89,37 | 22 175 | 112,29 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 458 844 | −0,49 | 13 476 | 11,56 | ||||
2025-08-05 | 13F | Huntington National Bank | 152 | 2 057,14 | ||||||
2025-08-08 | 13F | VERITY Wealth Advisors | 43 719 | 0,00 | 1 284 | 12,14 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 11 028 | 0 | ||||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 137 676 | 9,08 | 4 059 | 17,05 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 130 350 | −6,37 | 3 828 | 4,96 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 30 200 | 0,00 | 887 | 12,01 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 5 135 326 | 150 825 | ||||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 62 443 | −14,65 | 1 834 | −4,33 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 351 803 | 7,33 | 10 332 | 20,32 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 22 443 | 17,58 | 659 | 31,80 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 7 797 | −7,59 | 229 | 3,62 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Vanguard Group Inc | 36 982 | 0,40 | 1 086 | 12,54 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 | 0,00 | 0 | |||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 16 393 | 481 | ||||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 562 068 | −5,48 | 16 508 | 5,96 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 26 178 | 0,00 | 769 | 12,12 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 52 697 | 3,05 | 1 548 | 15,53 | ||||
2025-08-12 | 13F | Triune Financial Partners, LLC | 3 631 152 | −1,85 | 106 647 | 10,03 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 7 759 | −0,15 | 228 | 11,82 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1 155 152 | −11,45 | 33 927 | −0,74 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 9 938 | 21,55 | 292 | 35,98 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 37 170 | 4,00 | 1 092 | 16,56 | ||||
2025-07-11 | 13F | Scratch Capital Llc | 23 901 | 5,35 | 702 | 18,01 | ||||
2025-08-14 | 13F | Colony Group, LLC | 10 306 430 | −3,57 | 302 700 | 8,09 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 883 | 0,00 | 26 | 8,70 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 41 942 | −30,41 | 1 099 | −26,70 | ||||
2025-07-15 | 13F | Brewster Financial Planning LLC | 25 469 | 0,00 | 748 | 12,14 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 6 716 | 0,00 | 197 | 11,36 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 4 130 | 121 | ||||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 1 617 | 42 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 873 997 | −1,97 | 25 669 | 9,89 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 65 322 | −2,55 | 1 918 | 9,23 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 39 375 | 0,00 | 1 156 | 12,12 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 6 995 733 | −11,79 | 205 465 | −1,12 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 44 619 | 10,06 | 1 310 | 23,35 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 126 663 | 0,00 | 3 720 | 12,12 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 1 107 703 | 1,21 | 32 533 | 13,46 | ||||
2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 7 837 | 0,00 | 230 | 12,20 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 49 363 | 0,00 | 1 227 | 0,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4 933 976 | −2,94 | 145 | 8,27 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 62 411 | 0,00 | 1 635 | 5,42 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 2 076 | −75,77 | 61 | −73,21 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 182 326 | −0,18 | 4 777 | 5,20 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 15 219 | 0,00 | 0 | |||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 89 767 | −5,64 | 2 636 | 5,78 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 7 297 | −10,73 | 214 | 0,00 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 460 | 0,00 | 14 | 8,33 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 260 534 | 13,44 | 7 652 | 27,16 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 3 679 168 | −7,74 | 108 057 | 3,42 | ||||
2025-07-22 | 13F | Vested Financial Planning, LLC | 546 110 | −5,78 | 16 039 | 5,62 | ||||
2025-05-09 | 13F | Pinney & Scofield, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 6 280 884 | 21,35 | 184 470 | 33,53 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 85 278 | −11,00 | 2 505 | −0,24 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 10 420 | 0,00 | 306 | 12,09 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 44 576 | 24,47 | 1 309 | 39,55 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 5 117 849 | 0,47 | 134 088 | 5,89 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 11 928 | 0,00 | 350 | 12,18 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 557 | 0,00 | 16 | 14,29 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 97 722 | −12,18 | 2 870 | 3,76 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 162 854 | 0,00 | 4 783 | 12,12 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 620 028 | 5,24 | 18 210 | 17,97 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 144 800 | −0,74 | 4 253 | 11,25 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 28 329 | 0,21 | 832 | 12,43 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 45 132 | −1,91 | 1 326 | 9,96 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 8 928 | 0,00 | 262 | 12,45 | ||||
2025-07-10 | 13F | Threadgill Financial, Llc | 11 718 | 0,00 | 344 | 12,05 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 65 436 | −3,53 | 1 922 | 8,10 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 127 010 | 3,41 | 3 730 | 15,95 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 14 172 | 1,76 | 416 | 14,29 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 64 083 | 1 882 | ||||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 8 162 | 0,00 | 240 | 12,21 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1 362 512 | −4,77 | 40 017 | 6,75 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9 168 | 0,00 | 269 | 12,08 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 21 948 | 30,00 | 645 | 45,70 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4 028 | 1,26 | 118 | 13,46 | ||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 24 288 | 733 | ||||||
2025-08-12 | 13F | Change Path, LLC | 58 473 | 0,58 | 1 717 | 12,74 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 34 063 | −2,46 | 1 | |||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 52 428 | 21,84 | 1 541 | 45,56 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 517 | 15 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 276 | 8 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9 066 | 4,31 | 266 | 17,18 | ||||
2025-08-04 | 13F | Hutchinson Capital Management/ca | 57 734 | 1,83 | 1 696 | 14,14 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 47 311 | 51,73 | 1 390 | 70,22 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26 421 | 65,67 | 776 | 85,85 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1 327 506 | 1,00 | 38 989 | 13,22 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 110 217 | −59,25 | 3 237 | −54,32 | ||||
2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 51 148 | −0,87 | 1 502 | 11,18 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 338 488 | −3,56 | 9 941 | 8,10 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 35 556 | 18,08 | 1 044 | 32,49 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 9 523 | 280 | ||||||
2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 9 643 | 6,07 | 253 | 11,50 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 6 611 | −8,85 | 194 | 2,11 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 10 218 | 0,00 | 300 | 12,36 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 116 599 | −1,08 | 3 425 | 10,88 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 25 228 | 741 | ||||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 7 267 | 213 | ||||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 475 | 0,00 | 73 | 12,50 | ||||
2025-08-12 | 13F | Tumwater Wealth Management, LLC | 2 230 808 | 2,08 | 65 519 | 14,43 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 623 712 | 2,08 | 18 318 | 14,44 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 7 750 | −43,24 | 228 | −36,41 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 1 513 637 | −1,42 | 44 622 | 12,12 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78 161 | 68,66 | 2 296 | 89,04 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 66 134 | 5,77 | 1 942 | 18,56 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 31 062 | −4,69 | 912 | 6,92 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 309 | 0,00 | 9 | 12,50 | ||||
2025-08-14 | 13F | Fmr Llc | 39 080 | 54,22 | 1 148 | 73,00 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 6 896 | 203 | ||||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 28 200 | 0,00 | 1 | |||||
2025-08-15 | 13F | Fft Wealth Management Llc | 7 967 | 240 | ||||||
2025-07-25 | 13F | RHS Financial, LLC | 6 891 | 202 | ||||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 193 678 | 1,97 | 5 688 | 14,31 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 13 017 | 241,38 | 382 | 285,86 | ||||
2025-07-16 | 13F/A | CX Institutional | 1 346 | 0,00 | 0 | |||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 41 634 | −0,42 | 1 223 | 11,60 | ||||
2025-07-31 | 13F | Intelligent Financial Strategies | 35 705 | 0,00 | 1 049 | 12,09 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 507 036 | 9,53 | 14 892 | 22,78 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 37 983 | −0,22 | 1 116 | 11,84 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 807 | 53 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7 423 | 218 | ||||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 2 385 071 | 0,02 | 70 050 | 12,12 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 257 910 | −24,32 | 7 575 | −15,17 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 1 163 780 | −3,61 | 34 180 | 8,05 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 34 607 | −6,52 | 1 016 | 4,85 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 32 141 | −4,12 | 944 | 7,52 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 24 158 | 0,00 | 710 | 12,18 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 622 109 | 34,85 | 18 271 | 51,17 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 272 362 | 0,24 | 7 999 | 12,38 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | David Wealth Management LLC | 712 319 | 4,11 | 20 921 | 16,71 | ||||
2025-05-14 | 13F | Arizona PSPRS Trust | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 395 | −1,61 | 335 | 10,23 | ||||
2025-07-28 | 13F | Baker Boyer National Bank | 1 688 504 | −0,08 | 49 591 | 12,01 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 60 483 | 48,33 | 1 776 | 66,29 | ||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 4 709 | 0,00 | 138 | 12,20 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 66 899 | −1,47 | 1 965 | 10,46 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 701 452 | −1,18 | 20 602 | 10,78 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 148 944 | 2,51 | 4 374 | 14,92 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 9 720 | −15,87 | 285 | −5,63 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 45 092 | 0,54 | 1 324 | 12,68 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 18 336 | 0,00 | 539 | 12,08 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 414 724 | −24,80 | 12 180 | −15,70 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 12 683 | 0,00 | 372 | 12,05 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 41 683 | 1 224 | ||||||
2025-08-13 | 13F | Annandale Capital, LLC | 27 833 | 24,85 | 1 | |||||
2025-07-07 | 13F | New Capital Management LP | 2 331 006 | 3,46 | 68 462 | 15,97 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 35 075 | 159 331,82 | 1 030 | 14,44 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 35 693 | 13,19 | 1 048 | 26,88 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 210 494 | −0,49 | 6 182 | 11,57 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 5 749 117 | 3,75 | 168 852 | 16,30 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 108 528 | −2,44 | 3 187 | 9,37 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 298 494 | −1,63 | 8 767 | 10,28 | ||||
2025-07-29 | 13F | Master's Wealth Management Inc. | 1 326 523 | 2,50 | 38 960 | 14,90 | ||||
2025-08-14 | 13F | First Manhattan Co | 15 952 | 0,00 | 469 | 12,23 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 38 488 | 1 130 | ||||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 7 543 | −37,30 | 224 | −29,11 | ||||
2025-08-07 | 13F | Keystone Financial Services | 14 202 | −23,82 | 417 | −14,55 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 172 | 5 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 34 211 | −10,59 | 1 005 | 0,20 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 444 374 | 1 821,04 | 13 | |||||
2025-08-14 | 13F | UBS Group AG | 2 594 530 | −1,64 | 76 201 | 10,26 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 15 019 | −21,35 | 441 | −11,80 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 80 845 | 2 396 | ||||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 90 762 | −18,64 | 2 666 | −8,80 | ||||
2025-07-25 | 13F | Hassell Wealth Management, LLC | 213 635 | −2,24 | 6 473 | 15,71 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 211 074 | 1,62 | 6 199 | 13,91 | ||||
2025-07-31 | 13F | Warburton Capital Management, LLC | 1 115 577 | 0,53 | 33 | 13,79 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 18 828 | −3,18 | 553 | 8,45 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 7 485 | −4,42 | 220 | 6,83 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 30 550 | 1,14 | 897 | 13,40 | ||||
2025-08-14 | 13F | Sei Investments Co | 19 030 | 559 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 2 118 305 | −2,59 | 62 215 | 9,20 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 141 439 | 4 154 | ||||||
2025-07-11 | 13F | Great Waters Wealth Management | 4 344 383 | −0,26 | 127 595 | 11,81 | ||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 70 136 | −1,07 | 2 060 | 10,88 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3 207 | 0,00 | 94 | 11,90 | ||||
2025-07-07 | 13F | RB Capital Management, LLC | 17 985 | −4,12 | 528 | 7,54 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 30 943 | 5,53 | 909 | 18,23 | ||||
2025-07-24 | 13F | JB Capital LLC | 19 157 | 1,24 | 563 | 13,54 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 11 295 | 1,26 | 332 | 13,36 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 19 310 | 0,00 | 567 | 12,28 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 417 170 | 4,96 | 12 | 20,00 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 9 520 | 0,00 | 280 | 12,05 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 306 541 | −1,61 | 9 003 | 10,30 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 165 | 0,41 | 299 | 12,45 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 507 877 | −5,01 | 14 916 | 6,48 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 140 543 | −1,45 | 4 | 33,33 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 31 938 | 0,00 | 938 | 12,20 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 25 000 | 0,00 | 734 | 12,06 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 70 284 | 0,56 | 2 064 | 12,73 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 58 027 | 1 704 | ||||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 15 016 | −62,56 | 441 | −58,00 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 48 565 | 4,50 | 1 426 | 17,17 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 207 788 | −5,60 | 6 103 | 5,81 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 621 | 5,67 | 48 | 17,50 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 416 | 12 | ||||||
2025-08-07 | 13F | Factory Mutual Insurance Co | 2 860 480 | 0,00 | 84 012 | 12,10 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 8 482 | 1,25 | 249 | 13,70 | ||||
2025-08-13 | 13F | Momentous Wealth Management, Inc. | 748 690 | 3,43 | 21 989 | 15,95 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 8 786 | 0,00 | 258 | 13,66 |