Grundläggande statistik
| Institutionella ägare | 703 total, 703 long only, 0 short only, 0 long/short - change of 8,96% MRQ |
| Genomsnittlig portföljallokering | 1.1145 % - change of −4,20% MRQ |
| Institutionella aktier (lång) | 248 094 018 (ex 13D/G) - change of 35,04MM shares 16,45% MRQ |
| Institutionellt värde (lång) | $ 10 480 863 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional International Value ETF (US:DFIV) har 703 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 248,094,018 aktier. Största aktieägare inkluderar Northwestern Mutual Wealth Management Co, Envestnet Asset Management Inc, Mercer Global Advisors Inc /adv, Colony Group, LLC, Savant Capital, LLC, Pnc Financial Services Group, Inc., Northern Trust Corp, Macquarie Group Ltd, Buckingham Strategic Partners, and CI Private Wealth, LLC .
Dimensional ETF Trust - Dimensional International Value ETF (ARCA:DFIV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 16, 2025 is 46,48 / share. Previously, on September 17, 2024, the share price was 37,42 / share. This represents an increase of 24,21% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Awm Capital, Llc | 85 807 | 0,16 | 3 675 | 8,99 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6 307 | 270 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 38 817 | 88,43 | 2 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 904 | 0,00 | 39 | 8,57 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 1 995 | 0,00 | 85 | 8,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311 918 | 20,83 | 13 359 | 31,49 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 353 453 | −0,70 | 15 138 | 8,05 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 45 400 | 1 944 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 95 519 | 7,49 | 4 091 | 16,99 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 6 221 | −19,45 | 266 | −12,21 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 15 812 | 0,00 | 677 | 8,84 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 87 582 | −9,92 | 3 751 | −1,96 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 38 995 | 20,29 | 1 670 | 30,98 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 112 558 | −5,47 | 4 821 | 2,86 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 31 169 | 19,20 | 1 335 | 29,64 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12 343 | 6,44 | 529 | 15,79 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 6 978 | 0,00 | 299 | 8,76 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 30 830 | −15,26 | 1 321 | −7,82 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 7 035 | −2,43 | 301 | 6,36 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 514 | 122,54 | 493 | 175,42 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 5 045 | 216 | ||||||
| 2025-08-12 | 13F | Private Management Group Inc | 4 744 | 203 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 40 400 | −39,43 | 1 730 | −34,10 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 105 355 | 24,34 | 4 512 | 35,33 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 53 623 | 0,00 | 2 297 | 8,82 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 39 967 | −2,29 | 1 712 | 6,34 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 31 827 | −3,44 | 1 363 | 5,09 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6 210 | 266 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 19 756 | 0,41 | 846 | 9,30 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16 715 | −8,88 | 716 | −0,83 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 28 558 | 0,00 | 1 223 | 8,81 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 741 524 | 6,81 | 31 759 | 16,23 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 6 148 | 242 | ||||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 97 232 | 973,44 | 4 164 | 1 069,66 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 390 936 | 0,08 | 17 | 6,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 509 202 | −1,60 | 21 809 | 7,08 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 576 | 0,00 | 25 | 9,09 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 303 | 0,00 | 13 | 9,09 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 39 205 | −4,40 | 1 679 | 4,03 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 367 859 | 1,19 | 15 755 | 10,11 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 849 | 0,00 | 79 | 9,72 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 62 879 | −2,18 | 2 693 | 6,44 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 260 | 11 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 70 454 | 14,16 | 3 018 | 24,21 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 517 105 | −1,35 | 107 808 | 7,34 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 285 492 | 28,66 | 12 330 | 57,15 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 99 571 | −10,04 | 4 265 | −2,11 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 612 876 | −3,64 | 26 249 | 4,86 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 103 876 | −1,81 | 4 449 | 6,87 | ||||
| 2025-07-17 | 13F | City Holding Co | 49 | 2 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 766 692 | 4,11 | 118 497 | 13,28 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 248 | 0,00 | 96 | 9,09 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 27 055 | 1,65 | 1 207 | 12,17 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 11 594 | 497 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 175 857 | 20,31 | 7 532 | 30,91 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 17 917 | 767 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 615 | 26 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 254 770 | −0,50 | 10 912 | 8,28 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 59 229 | −0,02 | 2 537 | 8,79 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 366 009 | −34,10 | 58 506 | −28,29 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 100 993 | −2,35 | 4 326 | 6,27 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 414 685 | −3,04 | 17 761 | 5,50 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 10 779 | 4,69 | 462 | 13,83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 371 018 | 0,92 | 144 381 | 9,82 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 7 105 | 13,32 | 304 | 23,58 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 139 062 | 0,14 | 6 017 | 21,43 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 185 115 | 25,46 | 7 928 | 36,52 | ||||
| 2025-08-14 | 13F | Clg Llc | 58 395 | 1,63 | 2 501 | 10,61 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 204 352 | −2,25 | 8 752 | 6,37 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 150 | 6 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 32 110 | 1 375 | ||||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 19 399 | 1,15 | 831 | 10,08 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6 443 | 0,00 | 276 | 20,61 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 28 205 | 3,22 | 1 208 | 12,37 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 72 093 | 0,02 | 2 838 | 10,95 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 48 633 | −0,76 | 2 083 | 7,99 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 081 | 46 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 018 | 0,79 | 258 | 9,36 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 857 647 | 0,14 | 36 733 | 8,97 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 381 | 1,87 | 16 | 14,29 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 39 043 | 1 672 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 34 180 | −3,17 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 6 245 | 1,76 | 267 | 10,79 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 351 843 | −2,40 | 15 069 | 6,20 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 80 523 | −3,48 | 3 449 | 5,03 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 50 565 | 72,28 | 2 166 | 87,45 | ||||
| 2025-07-29 | 13F | Schubert & Co | 73 556 | 3,74 | 3 150 | 12,90 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 11 582 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 14 695 | −0,89 | 629 | 7,89 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 209 385 | −1,69 | 51 653 | 13,09 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5 856 | 0,00 | 251 | 8,70 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 303 722 | 33,62 | 55 838 | 45,40 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 109 009 | −30,32 | 4 669 | −24,18 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 155 535 | −2,59 | 6 662 | 6,00 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 9 320 | 1,75 | 399 | 10,83 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 627 560 | 1 676,59 | 1 054 798 | 1 833,21 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 414 700 | 17 762 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 11 808 | 0,00 | 506 | 8,84 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 76 164 | 1,11 | 3 262 | 10,02 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 485 479 | 7,53 | 149 283 | 17,00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 8 335 | 0,00 | 328 | 11,19 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 126 334 | −1,61 | 5 411 | 7,04 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 12 000 | 1,51 | 514 | 10,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 164 491 | −3,30 | 49 876 | 5,23 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 108 418 | −1,88 | 4 644 | 6,76 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 163 359 | −0,35 | 6 997 | 8,43 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 9 171 | 0,00 | 393 | 8,89 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 27 611 | 33,53 | 1 087 | 48,16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 524 098 | 129,55 | 22 447 | 149,80 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 31 996 | −0,65 | 1 370 | 8,13 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 19 850 | 94,88 | 850 | 112,50 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 8 819 | 9,43 | 378 | 18,93 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 423 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 27 704 | 0,76 | 1 187 | 9,61 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1 000 | 43 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 43 955 | −1,84 | 1 883 | 6,81 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 141 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 417 | 49,57 | 318 | 62,56 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 15 894 | 681 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 56 569 | 524,38 | 2 423 | 580,34 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 891 | 0,00 | 38 | 8,57 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 192 244 | 350,41 | 8 234 | 390,35 | ||||
| 2025-08-14 | 13F | Comerica Bank | 28 519 | 0,96 | 1 221 | 9,90 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 5 452 | −6,69 | 234 | 1,75 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 34 713 | 0,00 | 1 487 | 8,78 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 145 403 | 1,09 | 6 228 | 10,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16 649 | 87,74 | 713 | 103,13 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 6 014 | 258 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 61 221 | −45,55 | 2 622 | −40,75 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 242 482 | −7,64 | 10 386 | 0,50 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 356 379 | −2,29 | 15 264 | 6,33 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9 942 | 0,00 | 426 | 8,70 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 5 481 | 0,00 | 235 | 8,84 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 215 638 | 1,53 | 9 236 | 10,48 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 180 594 | 22,88 | 7 735 | 33,71 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 491 759 | −1,31 | 21 035 | 7,26 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 324 | −78,68 | 14 | −77,97 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 28 244 | 5,12 | 1 210 | 14,38 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 834 | 8,49 | 164 | 17,99 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 8 646 | 0,00 | 370 | 8,82 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 19 450 | 833 | ||||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 64 988 | 0,05 | 2 783 | 8,88 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 459 857 | −1,43 | 19 696 | 7,27 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 149 088 | 36,50 | 6 385 | 48,56 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 4 731 | 203 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 852 653 | 1,62 | 36 519 | 10,59 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 512 | 236 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 286 544 | −4,33 | 12 273 | 4,03 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22 022 | 6,91 | 943 | 16,42 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 751 | 60,79 | 75 | 76,19 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 27 877 | 1,30 | 1 194 | 10,16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 89 666 | 22,18 | 4 | 50,00 | ||||
| 2025-05-15 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 9 894 | −4,00 | 424 | 4,44 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 3 329 | 0,00 | 143 | 8,40 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 153 | 0,00 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Matisse Capital | 7 000 | 0,00 | 300 | 8,73 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 15 415 | −1,41 | 660 | 7,32 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 66 500 | 2 848 | ||||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 348 200 | 14 913 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 23 334 | 219,29 | 999 | 248,08 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 25 479 | 0,27 | 1 003 | 11,21 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 7 176 183 | 3,77 | 307 356 | 12,92 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 306 037 | 11,48 | 13 | 30,00 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 60 782 | 1,23 | 2 603 | 10,16 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 71 067 | −0,33 | 3 044 | 8,45 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 354 668 | 9,57 | 15 190 | 19,23 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 301 334 | 1,61 | 13 | 9,09 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 741 | 111,12 | 160 | 131,88 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 23 | 0,00 | 1 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 520 | 0,00 | 22 | 10,00 | ||||
| 2025-04-17 | 13F | Fortis Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Mogy Joel R Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 218 028 | 2,41 | 9 338 | 11,45 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 72 438 | −10,20 | 3 103 | 4,66 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 425 181 | 0,01 | 18 211 | 8,83 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 53 440 | 67,78 | 2 300 | 82,03 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 176 679 | −2,34 | 7 576 | 6,39 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 13 076 | 0,00 | 566 | 13,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 622 | 0,00 | 155 | 9,15 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 342 363 | 14 663 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 63 349 | −0,24 | 2 713 | 8,56 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 13 737 | −0,74 | 588 | 8,09 | ||||
| 2025-08-07 | 13F | Commerce Bank | 6 112 | −18,10 | 262 | −10,92 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 397 609 | 3,44 | 17 030 | 12,56 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 426 159 | 119,26 | 18 252 | 138,59 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 92 670 | 1,65 | 3 969 | 10,62 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 173 390 | −2,29 | 50 256 | 6,32 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 96 488 | −2,20 | 4 133 | 6,41 | ||||
| 2025-04-24 | 13F | Legacy CG, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 45 026 | 1 928 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 472 500 | 3,23 | 20 237 | 12,33 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 439 880 | 0,75 | 18 840 | 9,64 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6 493 | 0,00 | 278 | 9,02 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 15 076 | 37,81 | 646 | 50,23 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 168 791 | 4,86 | 7 229 | 14,11 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 12 751 | 27,88 | 546 | 39,29 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2 835 | 121 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 7 116 | 0,00 | 305 | 8,57 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 1 160 172 | 4,67 | 49 644 | 13,79 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 1 936 | 1,79 | 83 | 10,81 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 162 480 | 13,77 | 6 959 | 23,80 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 6 910 | 296 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 91 884 | 3 885 | ||||||
| 2025-07-15 | 13F | Vestment Financial LLC | 5 643 | 0,00 | 243 | 9,46 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 19 042 | 816 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 12 145 | 67,49 | 520 | 82,46 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 185 977 | 6,19 | 7 965 | 15,55 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 165 649 | 4,91 | 7 095 | 14,14 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 7 789 | 0,00 | 334 | 8,82 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 133 683 | 3,54 | 5 726 | 12,65 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 305 | 0,00 | 99 | 8,89 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 28 303 | 19,21 | 1 212 | 29,76 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 21 829 | −3,00 | 935 | 5,54 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 109 832 | 0,41 | 4 704 | 8,89 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 92 500 | −0,85 | 3 962 | 7,90 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 460 | 0,00 | 105 | 9,38 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 23 131 | −1,78 | 991 | 6,91 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 103 917 | −14,82 | 4 451 | −7,31 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 3 162 788 | −0,92 | 135 462 | 7,82 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 179 164 | 12,33 | 7 674 | 22,24 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 330 962 | 15,61 | 14 175 | 25,81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 835 | −2,45 | 79 | 5,41 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 368 | 16 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 321 | −2,26 | 228 | 6,07 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 403 820 | 10,96 | 17 296 | 20,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 065 036 | 3,48 | 89 354 | 13,76 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 14 752 | 0,00 | 581 | 0,00 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 7 919 | 14,67 | 339 | 25,09 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 12 756 | 4,73 | 546 | 13,99 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 2 760 | 0,00 | 118 | 9,26 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 11 943 | 1,70 | 512 | 10,61 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 37 990 | 22,68 | 1 627 | 33,58 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 253 | −2,24 | 353 | 6,33 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 34 336 | 306,30 | 1 471 | 342,77 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 101 335 | −0,25 | 4 340 | 8,55 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 22 015 | 1,75 | 943 | 10,69 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 207 | 0,00 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 586 702 | 1,14 | 367 768 | 10,05 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 9 542 | 0,85 | 409 | 9,68 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 70 489 | −1,06 | 3 019 | 7,67 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 44 173 | 0,25 | 1 892 | 9,05 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 137 187 | 9,59 | 5 876 | 19,24 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 168 | 89,61 | 50 | 108,33 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 16 437 | 346,66 | 704 | 388,19 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 334 | 0 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 35 157 | −1,95 | 1 506 | 6,66 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 307 839 | −0,20 | 13 185 | 8,59 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 304 034 | −1,74 | 13 022 | 6,92 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 12 918 | 19,77 | 553 | 30,42 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 184 228 | −0,50 | 50 720 | 8,27 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 14 518 | 0,32 | 622 | 9,14 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 455 919 | 11,30 | 19 527 | 21,12 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 249 588 | 9,57 | 10 690 | 19,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 236 759 | −11,63 | 10 140 | −3,84 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 145 243 | −13,46 | 6 221 | −5,83 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 83 667 | −1,07 | 3 583 | 7,66 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 61 760 | 1,81 | 2 645 | 10,81 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 834 447 | 7,44 | 335 549 | 16,91 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10 294 | 441 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 38 515 | 28,55 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 892 | 338 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 35 997 | −12,49 | 1 542 | −4,76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 20 497 | −3,91 | 878 | 4,53 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 240 | 267 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 185 083 | −18,38 | 7 927 | −11,17 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3 065 | 45,47 | 131 | 59,76 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 722 051 | 1,87 | 30 925 | 10,85 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 10 150 | 435 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 6 850 | 0,50 | 293 | 9,33 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 426 593 | 11,05 | 18 271 | 20,84 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 6 114 | 6,53 | 262 | 16,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 450 209 | 7,80 | 19 282 | 17,30 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11 566 | 4,74 | 495 | 13,27 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 14 767 | 16,79 | 632 | 27,16 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 186 434 | −0,76 | 7 985 | 7,98 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 82 693 | −0,14 | 3 542 | 8,65 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 216 | 0,00 | 352 | 8,67 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 41 013 | 8,71 | 1 757 | 18,33 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 200 | 0,00 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 60 267 | 75,94 | 2 581 | 91,47 | ||||
| 2025-08-14 | 13F | Betterment LLC | 108 376 | 4,19 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 110 292 | 2,73 | 4 724 | 24,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 5 620 | 0,00 | 241 | 8,60 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 21 929 | 0,09 | 939 | 8,93 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 22 904 | 29,34 | 981 | 40,60 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 324 603 | 6,31 | 13 903 | 15,68 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 97 868 | −14,44 | 4 192 | −6,91 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 5 739 | 73,02 | 0 | |||||
| 2025-07-31 | 13F | Planning Center, Inc. | 838 187 | −3,08 | 35 900 | 5,46 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 337 767 | 2,36 | 14 467 | 11,38 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 174 609 | −15,57 | 7 478 | −8,12 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 59 841 | −3,71 | 2 563 | 4,74 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 2 346 | 100 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 7 809 | −57,23 | 334 | −53,48 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 13 221 | 20,95 | 566 | 31,63 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 250 662 | −2,77 | 10 736 | 5,81 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 497 364 | −0,62 | 149 792 | 8,14 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19 966 | 0,81 | 855 | 9,76 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 12 500 | 535 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 10 768 | 461 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 72 011 | 3 084 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 100 645 | 3,20 | 4 311 | 12,30 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 3 237 | 0,00 | 139 | 8,66 | ||||
| 2025-08-08 | 13F | Renasant Bank | 6 740 | −2,90 | 289 | 5,49 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 678 763 | 156,21 | 29 071 | 178,81 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 3 209 592 | 10,10 | 137 467 | 19,81 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 258 | 0,00 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 020 | 0,00 | 44 | 7,50 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13 954 | −17,58 | 598 | −10,36 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 16 487 | 4,97 | 706 | 14,24 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 77 480 | 0,00 | 3 318 | 8,82 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 13 982 | 599 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 854 083 | 2,64 | 37 161 | 16,75 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 93 526 | 5,56 | 4 006 | 14,86 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 66 359 | 0,95 | 2 842 | 9,86 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 329 130 | −0,38 | 14 097 | 8,40 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 106 838 | −0,60 | 4 576 | 8,16 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 119 753 | −2,24 | 5 129 | 6,39 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 17 442 | −37,61 | 747 | −32,09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 50 929 | 291,94 | 2 181 | 326,81 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 939 | 0,00 | 40 | 11,11 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 12 254 | 0,00 | 525 | 8,71 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 23 105 | 0,00 | 990 | 8,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 127 480 | 5,68 | 5 460 | 15,00 | ||||
| 2025-07-11 | 13F | Bell Bank | 5 506 | 0,00 | 236 | 8,80 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 401 | 0,00 | 17 | 13,33 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19 920 696 | 4,30 | 853 204 | 13,49 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 7 399 | 317 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 246 620 | 14,59 | 11 | 25,00 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 6 909 | −20,41 | 296 | −13,49 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 223 432 | −9,93 | 9 570 | −1,99 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 467 | 1,74 | 20 | 11,11 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 313 | 0,00 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Css Llc/il | 40 350 | 0,00 | 1 728 | 8,82 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 11 288 | 483 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 19 336 | −1,39 | 828 | 7,39 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 302 493 | 6,64 | 12 956 | 16,04 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 611 184 | −5,20 | 26 177 | 3,16 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6 368 | 0,27 | 273 | 9,24 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 138 723 | −3,11 | 5 941 | 5,43 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 827 294 | 1,95 | 35 433 | 10,94 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 2 184 | 0,00 | 94 | 9,41 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 27 933 | 6,82 | 1 196 | 16,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 290 760 | 51,75 | 12 455 | 65,10 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 31 499 | −3,68 | 1 349 | 4,82 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 88 026 | −3,18 | 3 770 | 5,37 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 8 079 | 2,73 | 346 | 11,97 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 105 007 | 1,07 | 4 497 | 9,98 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 10 914 | 9,73 | 430 | 21,88 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 35 609 | −1,56 | 1 525 | 7,17 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 19 497 | 0,00 | 835 | 8,87 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 98 486 | 3,76 | 4 218 | 12,93 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 83 755 | 16,17 | 3 587 | 26,44 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 58 750 | 64,25 | 2 565 | 82,43 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 203 429 | 8 713 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 315 787 | −0,09 | 13 525 | 8,64 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 16 540 | −6,81 | 708 | 1,43 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 152 783 | 1,48 | 6 544 | 10,43 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 692 601 | 11,82 | 115 324 | 21,68 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 45 487 | −0,38 | 1 948 | 8,40 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 230 400 | 9 868 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 21 851 | 0,00 | 936 | 8,72 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 20 981 | −0,69 | 899 | 8,06 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 1 097 757 | 0,13 | 47 017 | 8,96 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 331 | 0,43 | 228 | 9,62 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5 307 | 0,00 | 227 | 9,13 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 584 351 | 4,74 | 67 858 | 14,06 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 129 796 | 5,51 | 904 989 | 14,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 683 | 67,40 | 29 | 81,25 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 315 | 0,00 | 13 | 8,33 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 5 436 | −37,15 | 233 | −31,76 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 435 | 0,00 | 19 | 5,88 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 56 793 | 11,03 | 2 440 | 21,21 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 153 257 | −4,73 | 6 032 | 0,87 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 60 908 | 0,33 | 2 609 | 9,17 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 2 433 | −15,14 | 105 | −7,14 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 96 828 | 0,05 | 4 147 | 8,87 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 38 926 | 0,00 | 1 667 | 8,81 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 55 785 | −0,85 | 2 427 | 21,59 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 34 014 | 20,42 | 1 457 | 31,05 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 915 | −1,19 | 125 | 6,90 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 74 252 | −0,11 | 3 180 | 8,72 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 58 819 | −23,14 | 2 519 | −16,37 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 202 | 1,51 | 9 | 14,29 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 11 136 | 0,03 | 477 | 8,68 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 5 856 | 0,00 | 251 | 8,70 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 17 690 | 11,79 | 758 | 21,70 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 44 308 | 1,38 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 216 856 | 8,26 | 9 288 | 17,80 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 213 438 | 0,12 | 9 142 | 20,86 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 857 | 0,00 | 37 | 9,09 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7 737 | −3,18 | 331 | 5,41 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 321 412 | 1,88 | 13 766 | 10,86 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 914 131 | 7,98 | 167 642 | 17,50 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 9 | −87,84 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 243 466 | 0,90 | 10 428 | 9,79 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 5 987 | 0,00 | 262 | 8,30 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5 951 | 2,64 | 255 | 11,40 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26 236 | 16,44 | 1 124 | 26,75 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 122 654 | 1,53 | 5 253 | 10,50 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 143 | 0,00 | 6 | 20,00 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 7 785 | 0,00 | 333 | 8,82 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 65 410 | −17,81 | 2 766 | −10,11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 1 337 217 | −0,95 | 57 273 | 7,79 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 697 | −2,52 | 30 | 3,57 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 18 672 | 0,28 | 800 | 9,15 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20 926 | −4,63 | 896 | 3,82 | ||||
| 2025-08-01 | 13F | Motco | 1 437 | 62 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 54 980 | 32,58 | 2 355 | 44,24 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 1 832 574 | −1,03 | 78 489 | 7,69 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 636 | 0,00 | 156 | 8,39 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 21 092 | 0,00 | 903 | 8,80 | ||||
| 2025-07-16 | 13F | Jentner Corp | 21 328 | −50,68 | 913 | −46,33 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 23 786 | 10,37 | 1 019 | 20,05 | ||||
| 2025-06-03 | 13F | Invst, LLC | 453 247 | 17 840 | ||||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 25 310 | 2,93 | 1 084 | 12,10 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 876 479 | 2,75 | 80 370 | 11,81 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 49 986 | 13,32 | 2 141 | 23,27 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 32 206 | 10,47 | 1 379 | 20,23 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13 818 | 592 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 57 762 | −6,37 | 2 474 | 1,85 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 387 258 | −9,84 | 16 586 | −1,89 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 71 554 | 15,09 | 3 065 | 25,21 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 6 327 | −28,48 | 271 | −22,41 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 643 508 | 1,28 | 27 561 | 12,96 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 4 660 | 133,47 | 200 | 155,13 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 28 313 | −7,75 | 1 213 | 0,41 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 85 441 | 0,10 | 3 659 | 5,51 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 6 760 | −45,62 | 290 | −40,90 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 722 | 31 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 1 314 | −50,00 | 56 | −45,63 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 9 431 | 404 | ||||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 6 005 | 0,00 | 257 | 8,90 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 495 634 | 5,11 | 64 058 | 14,37 | ||||
| 2025-07-31 | 13F | City State Bank | 54 688 | 17,22 | 2 342 | 27,56 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 416 369 | 27,31 | 17 820 | 38,87 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 14 227 | 0,00 | 560 | 0,00 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 9 010 | 0,00 | 386 | 8,76 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 204 660 | 3,09 | 8 766 | 12,17 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 1 852 | 0,00 | 79 | 9,72 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 119 178 | 0,00 | 5 103 | 8,81 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 522 218 | 7,37 | 65 196 | 16,84 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 117 308 | −2,03 | 5 024 | 6,62 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 388 | 17 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 185 442 | 13,46 | 7 942 | 23,46 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 46 493 | −11,44 | 1 991 | −3,63 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 70 773 | 2,01 | 3 031 | 11,03 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 24 350 | 0,00 | 1 043 | 8,77 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 131 151 | 142,04 | 5 617 | 163,46 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 376 361 | 0,41 | 16 120 | 9,26 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 22 653 | 0,00 | 892 | 10,96 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 063 359 | 45 512 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 335 | 0,00 | 57 | 9,62 | ||||
| 2025-07-21 | 13F | 25 Llc | 28 126 | 0,84 | 1 205 | 9,75 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9 087 | 8,32 | 389 | 17,88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 119 404 | 5 114 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8 995 | 18,90 | 385 | 29,63 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 67 764 | 0,00 | 2 667 | 0,00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 222 | 10 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 279 | 0,00 | 226 | 9,18 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 18 257 | 4,33 | 782 | 13,52 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 283 811 | 70,45 | 12 | 100,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 651 838 | 29,57 | 27 918 | 40,99 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 665 | 55,43 | 371 | 88,32 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 424 837 | 0,17 | 18 196 | 9,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 592 957 | −9,91 | 25 396 | −1,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 541 606 | 33,28 | 23 197 | 45,03 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 106 000 | 106 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 73 139 | −2,90 | 3 133 | 5,67 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 13 200 | 0,38 | 565 | 9,28 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 229 597 | −14,87 | 9 834 | −7,34 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 4 997 | 214 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 050 | 0,00 | 45 | 7,32 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 20 575 | 0,07 | 895 | 16,38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 318 968 | −3,67 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 18 733 | −6,18 | 802 | 2,17 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 262 421 | −0,85 | 11 239 | 7,89 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 17 830 | −5,27 | 764 | 3,11 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 100 086 | 6,71 | 4 287 | 16,12 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 647 336 | 0,90 | 27 725 | 9,80 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 5 945 | 0,00 | 255 | 9,01 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3 345 974 | −1,85 | 143 308 | 6,80 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 34 066 | 1 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 30 087 | 1,53 | 1 289 | 10,46 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 70 189 | 3 006 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 174 447 | −0,98 | 7 472 | 7,76 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 21 708 | 22,64 | 1 | |||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 970 | 0,00 | 34 | 0,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26 508 | 0,61 | 1 135 | 9,56 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 63 204 | 21,78 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2 998 | 1,77 | 128 | 11,30 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 22 643 | −3,11 | 970 | 5,44 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 758 | 0,00 | 78 | 14,93 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 224 | −4,30 | 95 | 4,40 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 016 | 8,14 | 129 | 18,35 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3 233 | 28,50 | 138 | 39,39 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 13 997 | 10,88 | 599 | 20,77 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 92 913 | 75,22 | 3 979 | 90,66 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 181 981 | −2,00 | 7 794 | 6,65 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 271 319 | 0,40 | 11 621 | 9,25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 6 771 | 0,00 | 290 | 9,02 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 49 551 | −1,54 | 2 122 | 7,17 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 8 567 | 1,04 | 367 | 9,91 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 118 048 | 13,99 | 5 056 | 24,04 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 992 | 214 | ||||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 397 357 | −0,62 | 17 166 | 23,83 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 475 | 0,00 | 234 | 8,84 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 141 437 | 3,55 | 6 058 | 12,67 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 34 870 | 148,66 | 1 493 | 170,96 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 18 434 | 1 194,52 | 790 | 1 308,93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11 680 814 | −4,60 | 500 289 | 3,81 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 542 | 23 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 431 113 | −64,11 | 18 465 | −60,95 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 53 100 | 2 274 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 63 499 | 142,73 | 2 720 | 164,24 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 7 400 | 0,00 | 317 | 8,59 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20 599 | 45,21 | 811 | 61,03 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 96 365 | 8,38 | 4 127 | 17,95 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10 112 | 69,78 | 433 | 85,04 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 666 | 0,00 | 29 | 7,69 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 22 822 | −4,40 | 977 | 4,05 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 5 293 | −37,74 | 208 | −30,90 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 9 882 | −8,70 | 423 | −0,70 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 184 612 | 12,92 | 7 907 | 22,86 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 161 903 | −2,80 | 6 934 | 5,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 82 876 | 31,97 | 3 550 | 43,63 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 17 388 | −33,90 | 745 | −28,12 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 52 246 | −16,66 | 2 238 | −9,32 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1 035 | 0,00 | 44 | 10,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10 552 | 0,00 | 452 | 8,67 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 272 272 | 193,06 | 12 | 266,67 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 9 217 | 0,80 | 395 | 9,75 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 14 440 | −2,50 | 618 | 6,19 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 27 109 | 47,73 | 1 161 | 60,80 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 611 | 1,77 | 69 | 11,29 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 26 720 | 6,20 | 1 144 | 15,56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 540 256 | 27,78 | 23 139 | 39,05 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 16 585 | −7,00 | 710 | 0,28 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 27 932 | 43,32 | 1 196 | 75,88 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 420 | −23,64 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 229 | 26,39 | 181 | 38,17 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 7 272 | 0,00 | 286 | 10,85 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 71 529 | 5,44 | 3 064 | 14,72 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 5 641 | 0,00 | 242 | 8,56 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 549 | 0,00 | 24 | 9,52 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 074 | 0,00 | 46 | 7,14 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 70 079 | −4,46 | 3 002 | 3,95 | ||||
| 2025-04-28 | 13F | Rossby Financial, LCC | 0 | 0 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 41 251 | 0,24 | 1 767 | 9,08 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 178 157 | 2,39 | 7 630 | 11,42 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 2 900 | 0,00 | 124 | 8,77 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 42 241 | −1,90 | 1 809 | 6,79 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 17 388 | 745 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 135 028 | −1,43 | 5 783 | 7,25 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 5 568 690 | −0,42 | 238 499 | 8,36 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9 583 | 0,00 | 410 | 8,75 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 561 564 | 18,44 | 152 542 | 28,88 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 7 521 | 0,00 | 322 | 8,78 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 499 388 | −1,47 | 21 389 | 6,19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 208 944 | 9,06 | 8 949 | 18,67 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41 944 | 2,83 | 1 796 | 11,90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 198 325 | 57,95 | 8 494 | 71,91 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7 428 | −53,37 | 318 | −49,28 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 41 972 | −1,30 | 1 798 | 7,41 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 26 517 | −25,76 | 1 136 | −19,22 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 1 963 | 0,00 | 84 | 9,09 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 52 092 | −1,06 | 2 316 | 15,11 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 20 080 | 0,00 | 860 | 8,86 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 8 358 | −1,17 | 358 | 7,53 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 17 053 | 73,82 | 768 | 93,94 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 737 938 | −0,87 | 31 606 | 7,87 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 248 013 | −19,85 | 10 622 | −12,78 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 737 195 | −2,16 | 31 574 | 6,46 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 17 510 | 1,48 | 750 | 10,31 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 487 420 | 4,26 | 20 876 | 13,46 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 4 489 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 55 527 | 2 | ||||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 44 424 | 0,00 | 1 903 | 8,81 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 25 898 | 101,26 | 1 109 | 119,17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155 726 | −5,20 | 6 670 | 3,16 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 8 696 | 0,00 | 372 | 8,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 262 | −37,32 | 11 | −21,43 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 563 749 | −0,38 | 24 145 | 8,40 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4 103 | 2,75 | 176 | 11,46 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7 204 | 309 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 512 976 | 8,30 | 21 996 | 27,72 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 8 146 | 3,63 | 349 | 12,62 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 10 766 | 13,08 | 461 | 23,26 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 5 567 | 0,00 | 238 | 8,68 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 62 850 | 1,60 | 2 692 | 10,56 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 55 314 | 2 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 13 720 | 44,70 | 588 | 57,37 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 4 878 | 209 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 601 649 | 1,15 | 68 599 | 10,06 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 17 124 | −1,02 | 674 | 9,95 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 218 | 352 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 81 944 | 12,08 | 3 510 | 21,97 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 260 585 | 0,41 | 11 161 | 9,26 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 6 041 002 | 13,93 | 258 736 | 23,98 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12 987 | 6,14 | 556 | 15,59 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 5 047 | −8,93 | 216 | −0,92 | ||||
| 2025-08-14 | 13F | Fmr Llc | 29 764 | 60,56 | 1 275 | 74,76 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 44 | 2,33 | 2 | 0,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 22 448 | 10,31 | 961 | 20,13 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 130 408 | 45,95 | 5 585 | 58,85 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 276 345 | 1,94 | 11 836 | 10,93 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 997 424 | 46,11 | 42 681 | 57,57 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 577 942 | −1,78 | 24 753 | 6,88 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 440 645 | −16,38 | 18 873 | −9,01 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 5 631 | 241 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 341 349 | 3,83 | 14 620 | 12,99 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 4 966 | 213 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12 635 | 541 | ||||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 11 721 | 0,00 | 502 | 8,89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 133 204 | 6,04 | 5 705 | 15,39 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 24 853 | 45,69 | 1 064 | 58,57 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 1 672 558 | −1,45 | 72 004 | 9,83 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 12 327 | 15,94 | 528 | 26,08 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 304 154 | 4,02 | 55 857 | 13,19 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 458 932 | −1,52 | 20 | 5,56 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 7 | 0 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 18 | 1 | ||||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 10 420 | −14,99 | 446 | −7,47 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 44 851 | 515,41 | 1 921 | 571,33 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 304 950 | −14,53 | 13 061 | −6,99 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 16 629 | −2,93 | 712 | 5,64 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 319 | 56 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 10 928 | −0,50 | 468 | 8,33 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 20 461 | −14,97 | 876 | −7,50 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 145 | 0,00 | 6 | 20,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 15 897 | −2,21 | 681 | 6,42 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 11 387 | 0,00 | 488 | 8,71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 336 933 | −0,84 | 14 431 | 7,90 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 216 438 | −1,94 | 9 270 | 6,71 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 92 699 | 4,99 | 3 970 | 14,24 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 40 979 | 0,00 | 1 755 | 8,87 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 20 538 | −8,93 | 880 | −0,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 670 688 | 144,56 | 71 556 | 166,12 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 7 021 | 0,00 | 301 | 8,70 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 140 000 | −41,67 | 5 996 | −36,52 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 9 022 | 20,05 | 386 | 30,85 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9 903 | 5,24 | 424 | 14,59 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19 547 | 37,25 | 837 | 49,46 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 515 519 | −6,47 | 64 910 | 1,78 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 39 737 | 0,86 | 1 702 | 9,74 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 6 909 | 118,50 | 296 | 137,90 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 6 838 | 0,00 | 269 | 0,00 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 38 608 | 3,37 | 1 654 | 11,54 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 24 823 | 1,38 | 1 063 | 10,38 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 16 983 | 188 600,00 | 727 | 22,60 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 374 | 16 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 378 536 | 4,12 | 16 213 | 13,30 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 45 787 | 14,26 | 1 961 | 24,35 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 14 239 | 36,91 | 610 | 49,14 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 236 075 | 4,73 | 10 111 | 13,05 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 18 775 | 0,00 | 804 | 8,94 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 5 096 | 0,00 | 218 | 9,00 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 7 053 | 0,00 | 302 | 9,03 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 38 617 | 3,86 | 1 654 | 12,99 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 98 687 | −4,01 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 10 624 | 11,89 | 455 | 21,98 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 11 314 | 19,40 | 485 | 30,11 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 702 043 | −3,90 | 30 068 | 4,57 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 393 136 | −2,30 | 16 838 | 6,31 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 9 721 | 0,00 | 416 | 8,90 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3 519 | 0,00 | 151 | 8,70 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 7 590 | 0,00 | 325 | 9,06 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 13 649 | 0,00 | 585 | 8,75 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 50 381 | −5,56 | 2 158 | 2,76 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 56 170 | 14,97 | 2 406 | 25,13 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 85 411 | 43,25 | 3 658 | 55,92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 270 159 | 2,20 | 11 571 | 11,22 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 770 167 | 34 688 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 16 841 | 721 | ||||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 159 845 | 6 846 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22 715 | 138,18 | 973 | 159,20 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 228 | 224 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 328 | 0,00 | 14 | 16,67 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 437 150 | −0,69 | 18 723 | 8,07 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16 989 | 12,59 | 728 | 22,60 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 656 611 | −14,28 | 28 123 | −6,73 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 91 476 | −1,40 | 3 918 | 7,29 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 9 983 | 0,00 | 428 | 8,93 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 23 488 | 6,96 | 1 006 | 16,32 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 79 107 | −33,09 | 3 580 | −25,73 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 75 786 | 0,00 | 3 246 | 8,82 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 157 600 | 6 750 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 8 082 | 0,00 | 346 | 8,81 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 17 069 | 27,43 | 731 | 38,71 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 11 186 | −0,48 | 477 | 10,42 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 40 031 | 1,24 | 1 715 | 10,15 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 9 815 | −3,85 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 20 073 | 25,60 | 860 | 36,57 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 58 369 | 13,63 | 2 500 | 23,65 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 487 005 | 2,90 | 20 858 | 11,97 | ||||
| 2025-05-13 | 13F | Sit Investment Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 11 547 | −2,05 | 495 | 6,70 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 104 199 | 4,03 | 4 463 | 25,58 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 7 941 | 340 | ||||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 94 322 | −2,88 | 4 040 | 5,68 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 703 313 | 30 123 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 19 779 | −66,11 | 847 | −63,11 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 280 | 1,74 | 140 | 11,11 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 153 746 | 5,79 | 6 585 | 15,10 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 824 444 | −1,85 | 78 141 | 6,80 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 36 235 | 108,64 | 1 552 | 127,09 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 9 400 | 403 |
