Grundläggande statistik
Institutionella ägare | 748 total, 748 long only, 0 short only, 0 long/short - change of 4,90% MRQ |
Genomsnittlig portföljallokering | 1.6934 % - change of 0,41% MRQ |
Institutionella aktier (lång) | 232 806 365 (ex 13D/G) - change of 15,33MM shares 7,05% MRQ |
Institutionellt värde (lång) | $ 15 238 439 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional U.S. Equity Market ETF (US:DFUS) har 748 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 232,806,365 aktier. Största aktieägare inkluderar Prudential Financial Inc, Advanced Series Trust - Ast Balanced Asset Allocation Portfolio, Advanced Series Trust - Ast Prudential Growth Allocation Portfolio, Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio, Colony Group, LLC, Maseco Llp, Index Fund Advisors, Inc., Plancorp, LLC, Envestnet Asset Management Inc, and LPL Financial LLC .
Dimensional ETF Trust - Dimensional U.S. Equity Market ETF (ARCA:DFUS) 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 15, 2025 is 71,92 / share. Previously, on September 16, 2024, the share price was 60,91 / share. This represents an increase of 18,07% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load AllFil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 147 | 10 | ||||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 9 706 | 116,41 | 650 | 139,85 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 45 111 138 | 5,98 | 2 880 797 | 5,98 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 9 473 | 635 | ||||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 104 920 | 0,00 | 7 032 | 10,81 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 186 676 | −9,03 | 12 511 | 0,81 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 12 411 | 0,14 | 832 | 10,95 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 31 494 | −0,07 | 2 111 | 10,70 | ||||
2025-07-14 | 13F | Shearwater Capital LLC | 35 724 | 0,00 | 2 394 | 10,83 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 4 700 | −66,90 | 315 | −63,40 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 174 909 | −5,13 | 11 722 | 5,14 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 453 | −85,05 | 30 | −83,61 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 320 | −32,52 | 223 | −25,25 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 104 638 | 28,49 | 7 013 | 42,38 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 14 345 | 0,00 | 961 | 10,84 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 57 644 | 2,69 | 3 863 | 13,82 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 56 284 | −0,16 | 3 772 | 10,65 | ||||
2025-08-14 | 13F | Navigoe, LLC | 227 | 0,00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 15 769 | −2,74 | 1 057 | 7,76 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 62 735 | 12,65 | 4 205 | 24,82 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 5 744 | −83,03 | 385 | −81,24 | ||||
2025-08-13 | 13F | M&t Bank Corp | 16 495 | 0,00 | 1 105 | 10,83 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 436 823 | −1,32 | 96 296 | 9,35 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1 081 221 | 2,63 | 74 420 | 16,23 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 498 441 | −1,81 | 33 406 | 8,81 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 4 993 | 0,00 | 335 | 10,96 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 912 390 | −1,70 | 61 148 | 8,93 | ||||
2025-07-11 | 13F | Diversified Trust Co | 3 116 | 209 | ||||||
2025-07-29 | 13F | Fundamentun, Llc | 19 614 | 448,64 | 1 315 | 508,33 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 7 540 | 0,80 | 1 | |||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 13 667 | 0,00 | 916 | 5,05 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 766 624 | 0,07 | 51 379 | 10,90 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 12 806 | −23,56 | 858 | −15,30 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 15 351 | 0,56 | 1 029 | 11,38 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 6 500 | 436 | ||||||
2025-07-21 | 13F | Onyx Financial Advisors, LLC | 17 954 | −2,99 | 1 203 | 7,51 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 31 688 | 0,00 | 1 916 | −5,15 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 14 081 | −27,74 | 944 | −19,95 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 181 392 | 49,08 | 12 157 | 65,21 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 39 042 | 0,00 | 2 617 | 10,80 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 12 139 | −76,22 | 814 | −73,66 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 41 170 | 0,96 | 2 759 | 11,88 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 23 454 | 1 572 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 411 720 | 1,72 | 94 613 | 12,72 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 24 122 | 0,24 | 1 617 | 11,07 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 431 480 | −8,71 | 95 938 | 1,16 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 3 268 | 219 | ||||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 33 476 | 1,13 | 2 244 | 12,09 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 1 177 252 | 64,52 | 79 394 | 89,08 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 108 842 | 12,18 | 7 295 | 24,30 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 9 676 | −0,52 | 648 | 10,20 | ||||
2025-04-22 | 13F | Duncker Streett & Co Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 28 636 | 12,23 | 1 919 | 24,37 | ||||
2025-07-16 | 13F | Advisors Management Group Inc /adv | 3 828 | 0,00 | 0 | |||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 11 074 | 0,00 | 742 | 10,91 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 4 249 | −33,42 | 285 | −26,23 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 21 140 | −1,17 | 1 417 | 9,51 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 124 429 | 542,84 | 8 339 | 612,74 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 28 239 | 8,72 | 1 893 | 20,51 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 954 | 43,03 | 64 | 57,50 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 483 | −23,28 | 233 | −14,96 | ||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 48 387 | 0,00 | 3 243 | 10,80 | ||||
2025-08-13 | 13F | Northern Trust Corp | 36 035 | −6,72 | 2 415 | 3,38 | ||||
2025-04-23 | 13F | YHB Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 4 826 | 0,00 | 323 | 11,00 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 36 959 | 0,00 | 2 478 | 10,83 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 79 663 | 20,87 | 5 339 | 33,98 | ||||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 112 022 | −2,54 | 7 508 | 8,00 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 10 394 | 0,00 | 697 | 10,83 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 439 369 | 6,88 | 29 | 20,83 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 400 | 0,00 | 27 | 8,33 | ||||
2025-07-29 | 13F | Regions Financial Corp | 3 485 | 0,00 | 234 | 10,95 | ||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 112 945 | 0,27 | 7 569 | 11,10 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 59 578 | −0,49 | 3 993 | 10,25 | ||||
2025-07-11 | 13F | First PREMIER Bank | 862 | 0 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 189 | 1 085 | ||||||
2025-07-17 | 13F | Avondale Wealth Management | 8 695 | 186,49 | 583 | 218,03 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 26 205 | 0,00 | 1 756 | 10,86 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 37 908 | 2,05 | 2 541 | 13,09 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 26 110 | −3,97 | 1 750 | 6,39 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 34 934 | 14,45 | 2 341 | 26,81 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 13 558 | 0,17 | 909 | 11,00 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 10 366 | 0,00 | 695 | 10,86 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 12 144 | −0,69 | 814 | 10,01 | ||||
2025-07-23 | 13F | First Financial Group Corp | 18 910 | −0,49 | 1 267 | 10,27 | ||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 311 464 | −8,20 | 21 077 | 2,71 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 298 825 | 52,29 | 19 686 | 65,88 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 447 495 | 2,19 | 29 991 | 13,25 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Wesbanco Bank Inc | 17 312 | 1 160 | ||||||
2025-08-13 | 13F | Elios Financial Group Inc. | 3 870 | −3,13 | 259 | 7,47 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 911 954 | 11,66 | 61 119 | 23,74 | ||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 2 178 411 | 21,38 | 145 997 | 34,51 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 110 198 | −0,08 | 7 385 | 10,72 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 317 | 0,32 | 21 | 10,53 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 5 052 581 | −2,10 | 338 624 | 8,49 | ||||
2025-08-11 | 13F | Babb Wealth Advisors LLC | 259 755 | 1,92 | 17 409 | 12,94 | ||||
2025-07-18 | 13F | BCO Wealth Management LLC | 30 078 | −0,30 | 2 014 | 10,42 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 6 295 | 0,00 | 422 | 10,79 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 283 | 823 | ||||||
2025-07-28 | 13F | Disciplined Equity Management, Inc. | 499 676 | 9,49 | 33 488 | 21,33 | ||||
2025-07-24 | 13F | Cross Staff Investments Inc | 9 576 | 0,00 | 642 | 10,71 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 91 678 | −0,84 | 6 144 | 9,89 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 206 149 | 1,93 | 13 903 | 13,20 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 30 420 | 14,02 | 2 039 | 26,35 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39 106 | 0,18 | 2 621 | 11,02 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 12 928 | 65,34 | 866 | 83,47 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 54 124 | −2,28 | 3 627 | 8,30 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 66 176 | 0,08 | 4 435 | 10,90 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6 684 | 0,00 | 448 | 10,64 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 567 600 | −0,04 | 38 041 | 10,76 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 106 986 | 6,31 | 7 170 | 17,81 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 72 652 | −11,25 | 4 869 | −1,64 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 25 414 | 3,09 | 1 703 | 14,22 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 5 165 | 0,00 | 346 | 10,90 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 300 | 40,85 | 556 | 56,18 | ||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 27 875 | −0,34 | 1 868 | 10,47 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 1 247 | 0,00 | 84 | 10,67 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 3 087 | 207 | ||||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 223 | 0,45 | 15 | 7,69 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 037 | 0 | ||||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 125 856 | −2,21 | 8 435 | 8,36 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 21 929 | 0,00 | 1 470 | 10,78 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6 270 | −13,54 | 420 | −9,09 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 536 | 0,00 | 34 | 6,25 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 81 808 | 12,78 | 5 | 25,00 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 27 860 | 0,08 | 1 867 | 5,24 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 111 570 | −0,05 | 7 477 | 10,75 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 58 959 | −0,39 | 3 951 | 10,39 | ||||
2025-07-16 | 13F | Plancorp, LLC | 4 595 119 | −2,50 | 307 965 | 8,05 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 6 328 | 0,00 | 424 | 10,99 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 57 815 | 32,49 | 3 875 | 46,80 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 189 782 | 47,75 | 12 719 | 63,74 | ||||
2025-07-15 | 13F | Bfsg, Llc | 65 | 0,00 | 4 | 33,33 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 203 668 | 7,08 | 14 | 18,18 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 4 831 | 11,06 | 324 | 22,81 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 4 538 | 0,00 | 304 | 10,95 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 109 322 | −0,68 | 7 327 | 10,05 | ||||
2025-07-16 | 13F | Rebalance, Llc | 6 280 | 0,27 | 421 | 11,11 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 3 043 | −20,63 | 204 | −12,12 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 13 619 | 42,18 | 913 | 57,51 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 133 | 0,00 | 9 | 0,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 952 690 | −3,56 | 63 849 | 6,87 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3 650 | 245 | ||||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 581 352 | 33,67 | 38 962 | 48,12 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 35 500 | 0,57 | 2 379 | 11,48 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 20 803 | −10,66 | 1 394 | −0,99 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 3 896 | −17,86 | 261 | −8,74 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 5 422 | 363 | ||||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 5 431 | 0,31 | 368 | 17,20 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 3 398 | 0,27 | 228 | 11,82 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 12 738 | 0,28 | 854 | 11,07 | ||||
2025-07-11 | 13F | Bell Bank | 24 462 | −0,49 | 1 639 | 10,30 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 5 793 | 7,56 | 388 | 19,38 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 111 742 | 7 489 | ||||||
2025-07-14 | 13F | S.A. Mason LLC | 1 491 | 0,00 | 100 | 10,00 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 69 131 | −26,12 | 4 633 | −18,12 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 210 728 | −2,34 | 14 123 | 8,21 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 152 503 | −0,62 | 10 221 | 5,28 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 12 934 | −2,58 | 867 | 7,98 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 135 915 | −0,92 | 9 109 | 9,80 | ||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 10 987 | 0,00 | 736 | 10,84 | ||||
2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 388 711 | 0,72 | 26 051 | 11,62 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 8 800 | 6,64 | 590 | 18,04 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 97 873 | 8,62 | 6 559 | 20,37 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 4 294 | 0,00 | 288 | 10,81 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 285 749 | 5,06 | 19 151 | 16,41 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 3 180 | 213 | ||||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 181 452 | 0,81 | 12 161 | 11,70 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 8 584 | −16,89 | 575 | −7,85 | ||||
2025-08-08 | 13F | First Western Trust Bank | 7 994 | 0,00 | 536 | 10,77 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 4 771 | 0,00 | 320 | 10,76 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 73 455 | 61,75 | 4 923 | 79,24 | ||||
2025-07-15 | 13F | Norden Group Llc | 6 068 | 0,26 | 407 | 11,23 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 47 356 | 0,31 | 3 174 | 5,45 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Consolidated Planning Corp | 65 654 | −6,40 | 4 400 | 3,72 | ||||
2025-07-31 | 13F | City State Bank | 2 905 | 0,87 | 195 | 11,49 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 142 504 | −4,71 | 9 551 | 5,15 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 403 | −98,72 | 50 | −99,26 | ||||
2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 323 105 | 3,70 | 20 653 | 2,87 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 163 | 0,16 | 346 | 11,25 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 104 898 | 0,71 | 6 344 | −4,46 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 68 769 | −0,10 | 4 714 | 13,24 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 59 299 | 0,11 | 3 974 | 10,94 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 262 135 | 0,70 | 17 568 | 11,59 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 86 959 | −2,85 | 5 828 | 7,67 | ||||
2025-08-05 | 13F | Westwood Wealth Management | 7 420 | 0,00 | 497 | 10,94 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 1 466 921 | 5,77 | 98 313 | 17,21 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 12 868 | 0,16 | 862 | 10,94 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 145 369 | 5,93 | 9 743 | 17,39 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 20 831 | 0,00 | 1 396 | 10,88 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 3 599 | −14,29 | 241 | −5,12 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 25 684 | −4,17 | 1 721 | 6,17 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 425 092 | 0,77 | 229 550 | 11,66 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 146 748 | 0,72 | 9 835 | 11,62 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 81 829 | 0,00 | 5 639 | 14,87 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 3 168 | 212 | ||||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 37 731 | 0,00 | 2 529 | 10,83 | ||||
2025-07-21 | 13F | Mendota Financial Group, LLC | 208 293 | 4,24 | 13 960 | 15,51 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 16 986 | 0,00 | 1 138 | 10,81 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 11 415 600 | 20,25 | 765 074 | 33,25 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 23 454 | 1 499 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 3 626 695 | 0,46 | 243 061 | 11,32 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 104 | 0,00 | 7 | 0,00 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 11 074 | 0,00 | 742 | 10,91 | ||||
2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 441 725 | −0,54 | 29 604 | 10,22 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 13 637 | 0,00 | 914 | 10,80 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 29 025 | −3,84 | 1 945 | 6,58 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 85 199 | −5,23 | 5 710 | 5,02 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 23 116 | −0,47 | 1 549 | 10,33 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 2 078 | 21,88 | 139 | 34,95 | ||||
2025-07-18 | 13F | Citrine Capital LLC | 24 476 | 0,00 | 1 640 | 10,81 | ||||
2025-07-07 | 13F | First Community Trust Na | 1 103 | −50,02 | 74 | −45,11 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 956 200 | 29,57 | 64 085 | 43,58 | ||||
2025-08-14 | 13F | Apriem Advisors | 5 610 | 0,00 | 376 | 10,62 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 17 647 | 0,00 | 1 183 | 10,78 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 233 918 | 1,16 | 15 677 | 12,11 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 1 776 | 0,28 | 119 | 11,21 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 31 550 | −2,26 | 2 114 | 8,30 | ||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 11 600 | 0,00 | 777 | 10,84 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 8 032 | 16,66 | 538 | 29,33 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 482 598 | −0,98 | 32 344 | 9,72 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 236 361 | −6,97 | 15 841 | 7,43 | ||||
2025-07-21 | 13F | 25 Llc | 15 742 | 0,11 | 1 055 | 10,94 | ||||
2025-08-01 | 13F | Bull Oak Capital, LLC | 3 079 | 206 | ||||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 955 | 0,00 | 131 | 11,02 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 1 029 271 | 7,17 | 68 982 | 18,76 | ||||
2025-07-11 | 13F | Weatherly Asset Management L. P. | 4 643 | 0,00 | 311 | 11,07 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 14 131 | −9,31 | 947 | 0,53 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 226 641 | 5,29 | 82 | 17,14 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6 544 | 0,28 | 439 | 11,17 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 6 705 | 0,00 | 449 | 10,86 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 730 367 | 9,98 | 182 989 | 21,87 | ||||
2025-08-13 | 13F | JT Stratford LLC | 19 215 | 9,45 | 1 288 | 21,30 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 588 | −58,34 | 106 | −53,91 | ||||
2025-07-29 | 13F | Graver Capital Management, LLC | 498 287 | 7,59 | 33 395 | 19,23 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | PrairieView Partners, LLC | 2 275 | 0,00 | 0 | |||||
2025-07-29 | 13F | TFC Financial Management | 1 306 | 0,31 | 88 | 11,54 | ||||
2025-07-09 | 13F | Aurelius Family Office LLC | 96 140 | 0,72 | 6 443 | 11,61 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 154 060 | −5,98 | 10 576 | 6,28 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 4 989 | 0,00 | 334 | 10,96 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 519 119 | 1,41 | 34 791 | 12,37 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 6 946 | −22,28 | 466 | −13,89 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 1 883 | −0,05 | 129 | 24,04 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 47 859 | 5,75 | 3 207 | 17,21 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 38 996 | 41,47 | 2 614 | 56,75 | ||||
2025-08-05 | 13F | Huntington National Bank | 612 | |||||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 939 | 0,00 | 197 | 10,73 | ||||
2025-08-14 | 13F | Caerus Investment Advisors, LLC | 44 020 | 0,00 | 2 950 | 10,82 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 75 052 | −2,26 | 5 030 | 8,29 | ||||
2025-08-12 | 13F | Team Hewins, LLC | 29 016 | −5,36 | 1 945 | 4,85 | ||||
2025-08-04 | 13F | Assetmark, Inc | 696 320 | −43,72 | 46 667 | −37,63 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 10 534 | −9,15 | 706 | 0,57 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 504 | −32,80 | 34 | −29,79 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 181 909 | 7,50 | 12 192 | 19,12 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 675 427 | 0,14 | 45 483 | 25,70 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 1 034 | 0,00 | 69 | 11,29 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 800 | 255 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 6 329 | 424 | ||||||
2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 19 139 485 | 3,84 | 1 282 728 | 15,07 | ||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 13 559 | −9,73 | 909 | 0,00 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 54 670 | 0,00 | 3 664 | 10,80 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 28 906 | 0,00 | 1 937 | 10,81 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 79 702 | −0,94 | 5 342 | 9,76 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 4 180 | 20,43 | 280 | 33,97 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 14 168 | 0,00 | 950 | 10,86 | ||||
2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Wealth Advisory Team LLC | 150 970 | 10 118 | ||||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 035 | 0,00 | 69 | 11,29 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 19 672 | 18,38 | 1 | 0,00 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 287 941 | 8,23 | 19 298 | 19,93 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 28 544 | 20,36 | 1 913 | 33,40 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 3 128 | 210 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 95 200 | 6 380 | ||||||
2025-08-05 | 13F | AG Asset Advisory, LLC | 450 260 | 0,45 | 30 176 | 11,31 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 9 885 | 0,00 | 662 | 10,89 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 4 919 | 14,61 | 330 | 27,03 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 170 180 | 0,05 | 11 405 | 10,87 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 7 190 | 0,00 | 482 | 10,83 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 150 036 | −47,76 | 10 055 | −42,11 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 482 | 0,00 | 32 | 10,34 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 2 626 300 | 0,00 | 176 015 | 10,81 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 35 895 | 876,47 | 2 406 | 983,33 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 987 532 | 25,33 | 133 194 | 38,87 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 813 | 0 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 145 825 | 62,51 | 9 773 | 80,08 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 49 514 | −1,09 | 3 318 | 9,61 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6 399 | 0,00 | 429 | 10,59 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 12 557 | 23,52 | 842 | 36,97 | ||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 70 833 | 3,34 | 4 747 | 14,52 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 79 993 | −16,54 | 5 361 | −7,51 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 783 | −96,75 | 52 | −96,43 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 145 | −50,00 | 10 | −47,06 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 64 006 | 0,00 | 4 290 | 10,80 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 536 | 0,00 | 36 | 9,38 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 824 | 0,24 | 55 | 12,24 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 3 794 | 0,26 | 254 | 11,40 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 432 006 | 1,51 | 29 100 | 20,15 | ||||
2025-05-12 | 13F | Citigroup Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 5 301 | 355 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 2 023 380 | 3,19 | 135 588 | 14,33 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 76 445 | 57,42 | 5 123 | 74,49 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 25 470 | 0,00 | 1 707 | 10,78 | ||||
2025-08-14 | 13F | City National Bank Of Florida /msd | 4 056 | 0,00 | 272 | 10,61 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 240 | 0,00 | 1 423 | 10,83 | ||||
2025-07-31 | 13F | Allied Investment Advisors, LLC | 7 752 | 0,00 | 520 | 10,90 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 4 604 | −18,01 | 309 | −9,14 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15 641 | 1 048 | ||||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 8 980 | 0,00 | 602 | 10,68 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 80 074 | 3,12 | 5 367 | 14,27 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 150 301 | −10,29 | 10 073 | −0,58 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 154 140 | 10 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 023 | 10,67 | 270 | 22,83 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 82 445 | −5,20 | 5 525 | 5,06 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 20 581 | −2,28 | 1 379 | 8,33 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 4 335 | 0,28 | 291 | 11,11 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 27 510 | 0,08 | 1 844 | 10,89 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 216 015 | 4,23 | 14 477 | 15,50 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 14 535 | −26,99 | 974 | −19,44 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 497 847 | −0,99 | 33 366 | 9,71 | ||||
2025-08-15 | 13F | Fft Wealth Management Llc | 44 405 | 15,13 | 3 046 | 30,62 | ||||
2025-07-31 | 13F | Intelligent Financial Strategies | 9 115 | 0,00 | 611 | 10,71 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 311 989 | 5,54 | 20 910 | 16,95 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 1 860 | 0,00 | 125 | 10,71 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 15 045 | −37,80 | 1 008 | −31,05 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 637 122 | −2,76 | 42 700 | 7,75 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 1 219 630 | −1,04 | 81 740 | 9,66 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 009 455 | −0,99 | 67 654 | 9,72 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 8 289 | 0,00 | 556 | 10,78 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 10 308 | 1,03 | 691 | 11,83 | ||||
2025-07-22 | 13F | David Wealth Management LLC | 195 364 | 6,52 | 13 093 | 18,04 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 6 194 | 7,46 | 415 | 19,25 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 8 961 | −8,23 | 619 | 4,92 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 87 355 | 0,39 | 5 855 | 11,25 | ||||
2025-07-15 | 13F | DSG Capital Advisors, LLC | 4 727 | 0,00 | 317 | 10,88 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 19 330 | 1,92 | 1 295 | 13,00 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 23 836 | 9,24 | 1 597 | 21,08 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 3 524 | 0,00 | 236 | 10,80 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 796 649 | 7,10 | 53 391 | 18,68 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 3 476 | 233 | ||||||
2025-08-19 | 13F | Asset Dedication, LLC | 670 487 | 6,59 | 44 936 | 18,12 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8 692 | 0,23 | 583 | 11,07 | ||||
2025-08-14 | 13F | UBS Group AG | 238 673 | 17,96 | 15 996 | 30,71 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 23 724 | 1,18 | 1 590 | 12,06 | ||||
2025-07-31 | 13F | Warburton Capital Management, LLC | 78 236 | 293,96 | 5 | 400,00 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 57 196 | 318,44 | 3 833 | 364,04 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 69 438 | 6,32 | 4 654 | 17,83 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 148 913 | 9 980 | ||||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4 297 | 0,00 | 288 | 10,81 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 12 422 | 0,12 | 833 | 10,93 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 30 148 | 2 049 | ||||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 8 364 | 0,00 | 561 | 10,89 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 659 | 245 | ||||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 4 858 | 0,27 | 326 | 10,92 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 21 413 | −16,06 | 1 435 | −6,94 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 60 730 | −0,39 | 4 070 | 10,39 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 12 269 | 0,27 | 822 | 11,08 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 42 620 | −1,10 | 2 856 | 9,59 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 511 481 | −52,16 | 34 279 | −46,98 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 79 223 | 0,79 | 5 310 | 11,70 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 76 182 | 39,83 | 5 106 | 54,98 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 7 049 | 0,00 | 472 | 10,80 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 74 406 | 188,42 | 4 965 | 219,91 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 35 284 | 2 365 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 12 322 | 8,36 | 826 | 20,09 | ||||
2025-08-15 | 13F | Morgan Stanley | 366 802 | 5,48 | 24 583 | 16,89 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 10 830 | 0,00 | 726 | 10,86 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 23 637 | 7,47 | 1 584 | 19,10 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 601 524 | 8,67 | 40 314 | 20,42 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 53 454 | 12,53 | 3 582 | 24,72 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 7 682 | 0,00 | 515 | 10,78 | ||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 882 747 | 12,77 | 59 114 | 24,86 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Private Management Group Inc | 14 618 | −0,34 | 980 | 10,37 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 6 583 | 0,00 | 441 | 10,80 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 8 593 | 0,00 | 576 | 10,79 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 2 396 803 | −4,39 | 160 634 | 5,95 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 132 559 | 5,24 | 8 884 | 16,62 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 5 587 | 0,00 | 374 | 10,98 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 790 | −16,22 | 254 | 4,96 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 6 384 | −5,17 | 428 | 4,91 | ||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 10 045 | 0,00 | 673 | 10,87 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 13 466 | −1,68 | 903 | 8,94 | ||||
2025-08-14 | 13F | London & Capital Asset Management Ltd | 15 741 | 1 055 | ||||||
2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 574 599 | 0,97 | 38 510 | 11,89 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10 263 | 0,00 | 688 | 10,81 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 124 188 | −0,19 | 8 323 | 10,60 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 9 259 | 51,81 | 621 | 68,48 | ||||
2025-07-14 | 13F | Financial Harvest, LLC | 13 981 | 937 | ||||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 26 723 | 0,00 | 1 791 | 10,77 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1 656 | 110,96 | 111 | 134,04 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 8 635 996 | −3,74 | 578 784 | 6,67 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 4 939 | 0,00 | 331 | 11,07 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 8 547 | 0,00 | 573 | 10,85 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 97 411 | −11,33 | 6 528 | −1,75 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4 496 | 0,00 | 301 | 11,07 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 8 400 | 0,00 | 563 | 10,63 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 157 609 | −0,53 | 10 563 | 10,23 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 101 090 | 6 775 | ||||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 280 530 | 0,00 | 16 966 | −5,13 | ||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 9 987 | 17,36 | 669 | 30,16 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 9 039 | 5,25 | 606 | 16,57 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 4 078 | 0,00 | 273 | 10,98 | ||||
2025-07-24 | 13F | Fischer Investment Strategies, Llc | 307 722 | −32,39 | 20 624 | −25,08 | ||||
2025-07-18 | 13F | Truist Financial Corp | 712 470 | −2,01 | 47 750 | 8,59 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 3 057 | 205 | ||||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 14 544 | 0,00 | 975 | 10,81 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 4 861 | 0,00 | 326 | 10,92 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 40 882 | 0,56 | 2 740 | 11,43 | ||||
2025-08-08 | 13F | Brogan Financial, Inc. | 9 505 | 0,26 | 637 | 11,17 | ||||
2025-07-15 | 13F | Great Oak Capital Partners, Llc | 8 259 | 559 | ||||||
2025-07-23 | 13F | Northern Financial Advisors Inc | 4 346 | 0,09 | 291 | 11,07 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 95 062 | −2,35 | 6 371 | 8,22 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 567 | 0,18 | 38 | 11,76 | ||||
2025-08-14 | 13F | Clg Llc | 58 352 | 1,91 | 3 911 | 12,91 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 283 931 | 0,11 | 19 029 | 10,93 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 508 591 | 6,69 | 34 086 | 18,22 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 6 519 | 0,00 | 437 | 10,66 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4 690 | 0,00 | 314 | 10,95 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 9 070 | 0,00 | 608 | 10,77 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 94 864 | 14,00 | 6 358 | 26,36 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 310 344 | −17,46 | 20 796 | −8,56 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 5 881 | 394 | ||||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 54 499 | −0,01 | 3 653 | 10,80 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33 442 | −42,76 | 2 241 | −36,57 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 165 258 | 318,13 | 11 076 | 363,39 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 99 759 | 0,39 | 6 686 | 11,25 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 14 973 | −0,46 | 1 003 | 10,34 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 448 953 | −5,02 | 30 089 | 5,25 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 5 010 | 0,28 | 336 | 10,93 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 12 264 | 7,02 | 784 | 20,09 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 13 344 | 0,27 | 894 | 11,19 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 3 164 | 212 | ||||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 18 355 | 0,00 | 1 230 | 10,81 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 004 | 0,00 | 67 | 11,67 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 8 056 | 0,00 | 540 | 10,68 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 11 496 | 12,17 | 770 | 24,39 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 146 566 | 34,78 | 9 823 | 49,35 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 924 | 3,34 | 799 | 15,13 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 109 680 | 36,01 | 7 | 75,00 | ||||
2025-08-14 | 13F | Comerica Bank | 512 | 0,00 | 34 | 13,33 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 2 264 | 0,00 | 152 | 11,03 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1 205 949 | 5,29 | 80 823 | 16,67 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 295 718 | 0,09 | 19 819 | 10,92 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 4 561 | 0,00 | 306 | 10,91 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 695 585 | 16,38 | 46 618 | 28,96 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 38 243 | 3,47 | 2 563 | 14,68 | ||||
2025-08-04 | 13F | McMill Wealth Management | 272 920 | 2,68 | 18 257 | 13,57 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 47 258 | 5,57 | 3 167 | 16,99 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 5 834 | 31,10 | 0 | |||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 108 297 | −0,29 | 7 258 | 10,51 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 9 462 | 0,00 | 634 | 10,84 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 12 796 | 1,20 | 858 | 12,17 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 8 282 | 4,85 | 555 | 16,35 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 85 055 | −3,02 | 5 700 | 7,47 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 6 868 | −17,15 | 460 | −8,18 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 28 111 | 0,00 | 1 884 | 10,76 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46 481 | 1,89 | 3 115 | 12,90 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 22 154 | 2,76 | 1 485 | 13,89 | ||||
2025-07-22 | 13F | Accel Wealth Management | 3 260 | 218 | ||||||
2025-04-02 | 13F | Marcum Wealth, LLC | 26 023 | 0,19 | 1 574 | −4,95 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 112 287 | 2 993,31 | 8 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 299 746 | 6,31 | 87 109 | 17,80 | ||||
2025-07-10 | 13F | HWG Holdings LP | 3 819 | 0,00 | 256 | 10,87 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 985 771 | −5,93 | 66 066 | 4,24 | ||||
2025-08-07 | 13F | Commerce Bank | 11 383 | −18,03 | 763 | −9,18 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 57 114 | 13,48 | 3 828 | 25,76 | ||||
2025-08-11 | 13F | Capital Square, LLC | 3 741 | 2,75 | 253 | 15,00 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 89 621 | −15,28 | 6 006 | −6,13 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1 090 394 | 15,37 | 73 078 | 27,85 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 58 285 | −0,43 | 3 906 | 10,34 | ||||
2025-07-30 | 13F | Retirement Planning Group | 43 375 | −1,47 | 2 907 | 9,20 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 12 210 | 0,00 | 818 | 10,84 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 634 690 | 1,72 | 111 077 | 14,28 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 9 508 | −20,69 | 637 | −12,14 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3 476 | 0,00 | 233 | 10,48 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24 447 | 11,34 | 1 638 | 23,44 | ||||
2025-07-25 | 13F | JustInvest LLC | 4 707 | 0,00 | 315 | 10,92 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 46 276 | 0,13 | 3 101 | 10,99 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 721 271 | 5,09 | 48 130 | 15,95 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 11 996 | 1,06 | 804 | 11,99 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 3 756 | 0,27 | 252 | 11,06 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 82 098 | 0,10 | 5 502 | 10,93 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 13 152 | 0,00 | 881 | 10,82 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 14 314 | −12,92 | 959 | −3,52 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 85 782 | 21,28 | 5 749 | 34,42 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 44 921 | −2,63 | 3 011 | 7,89 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 34 956 | 1,68 | 2 343 | 12,76 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 4 064 | 0,00 | 272 | 11,02 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 29 783 | 0,04 | 1 996 | 10,89 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8 832 | 0,00 | 592 | 10,67 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 6 353 | 0,00 | 426 | 10,68 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 42 766 | 0,00 | 2 866 | 10,83 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 78 721 | −1,41 | 5 276 | 9,24 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 0,00 | 2 | 0,00 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 3 514 | −26,85 | 236 | −18,97 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 6 933 | 0,00 | 465 | 10,74 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 547 471 | 3,98 | 36 692 | 15,22 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 673 | 0,00 | 380 | 10,79 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 26 076 | 100,54 | 1 748 | 122,26 | ||||
2025-08-04 | 13F | Spire Wealth Management | 248 866 | 0,20 | 16 679 | 11,03 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 17 652 | 0,27 | 1 183 | 11,18 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 116 327 | 4,17 | 7 796 | 15,43 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15 945 | 61,47 | 1 069 | 78,89 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 10 228 | 0,00 | 685 | 10,84 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 3 420 | 209,78 | 229 | 246,97 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 328 | 0 | ||||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 17 634 | 1 182 | ||||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 6 251 | 0,00 | 419 | 10,58 | ||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 31 246 | 0,00 | 2 094 | 10,85 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 3 912 | −21,02 | 262 | −12,37 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 34 347 | 20,70 | 2 302 | 33,70 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 9 556 | −3,17 | 578 | −8,27 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 40 485 | −7,33 | 2 713 | 2,69 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 155 783 | −75,45 | 10 441 | −72,80 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 4 658 | 3,33 | 312 | 14,71 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18 481 | 46,74 | 1 239 | 62,68 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 665 448 | 122,86 | 44 598 | 146,96 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 89 054 | 279,15 | 5 968 | 320,28 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 143 113 | 11,93 | 9 591 | 24,04 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 225 530 | −8,72 | 15 115 | 1,15 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 8 600 | 576 | ||||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 149 774 | −4,91 | 10 038 | 5,38 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 111 342 | 2,81 | 7 462 | 13,94 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 359 | 0,00 | 24 | 14,29 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 14 717 | 0,00 | 986 | 10,79 | ||||
2025-08-11 | 13F | Cladis Investment Advisory, LLC | 7 015 | 0,00 | 470 | 10,85 | ||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 4 790 | 0,25 | 321 | 11,46 | ||||
2025-08-08 | 13F | Creative Planning | 3 530 566 | −0,82 | 236 619 | 9,91 | ||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 80 861 | 3,23 | 5 419 | 14,40 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 224 999 | 2,27 | 82 099 | 13,33 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 45 | 0,00 | 3 | 50,00 | ||||
2025-07-16 | 13F | Amarillo National Bank | 34 028 | 0,00 | 2 281 | 10,79 | ||||
2025-08-07 | 13F | Midwest Trust Co | 24 000 | 1 608 | ||||||
2025-04-17 | 13F | Scratch Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 3 794 | 0,26 | 254 | 11,40 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 11 048 | 0,27 | 740 | 11,11 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 40 810 | −1,31 | 2 735 | 9,40 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 25 085 | 0,22 | 1 681 | 11,10 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 277 065 | 2,86 | 18 569 | 13,98 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 5 412 | 28,89 | 363 | 43,08 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 6 907 | 0,00 | 463 | 10,79 | ||||
2025-08-05 | 13F | Clarity Wealth Development LLC | 17 869 | −3,25 | 1 198 | 8,13 | ||||
2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 3 370 | 0,00 | 226 | 10,84 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 407 | 31,56 | 362 | 38,17 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 908 286 | −23,30 | 60 873 | −15,01 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 93 196 | 21,55 | 6 246 | 34,68 | ||||
2025-08-14 | 13F | Betterment LLC | 159 219 | 62,34 | 11 | 100,00 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 175 324 | 5,92 | 11 750 | 17,38 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 6 778 | −10,17 | 454 | −0,44 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Tripletail Wealth Management, LLC | 3 330 | 230 | ||||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 7 736 | 0,00 | 518 | 10,92 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 4 525 | 0,27 | 303 | 11,40 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 803 | 0,25 | 55 | 17,39 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 143 574 | 1,17 | 9 622 | 12,12 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3 540 | 237 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 5 001 | 0,00 | 335 | 0,90 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 4 313 | 0,28 | 289 | 11,15 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 40 539 | −8,33 | 2 717 | 1,57 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 6 793 | 455 | ||||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 26 815 | 0,00 | 1 797 | 10,86 | ||||
2025-08-05 | 13F | Everest Management Corp. | 750 294 | 17,50 | 50 285 | 30,21 | ||||
2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6 908 | 0,01 | 463 | 10,79 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 517 541 | 1,26 | 168 726 | 12,21 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 53 640 | −1,26 | 3 595 | 9,41 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 34 999 | 0,00 | 2 346 | 10,82 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3 502 | 0,00 | 235 | 10,90 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 9 899 | 0,27 | 663 | 11,06 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 159 | 0,00 | 78 | 10,00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 27 901 | 4,32 | 1 870 | 15,58 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 3 976 107 | 3,58 | 266 479 | 14,78 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 47 447 | −0,11 | 3 180 | 10,69 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 12 342 | −1,15 | 827 | 9,54 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6 637 | 14,87 | 450 | 22,01 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 725 749 | −10,52 | 115 660 | −0,85 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 23 812 | 0,00 | 1 596 | 10,76 | ||||
2025-08-14 | 13F | 10Elms LLP | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Applied Capital LLC | 21 933 | −0,55 | 1 470 | 10,20 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 47 654 | 0,00 | 3 194 | 10,79 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 313 128 | −17,70 | 20 986 | −9,17 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 10 698 | 5,68 | 717 | 17,16 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 67 117 | 103,51 | 4 498 | 125,58 | ||||
2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 187 677 | 0,22 | 12 578 | 11,06 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 5 115 | 0,00 | 343 | 10,68 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 5 286 | −2,54 | 354 | 7,93 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 19 966 | 0,20 | 1 338 | 11,04 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 853 | −0,02 | 325 | 10,92 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 20 314 | 11,57 | 1 361 | 23,61 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 9 918 | −95,25 | 665 | −22,07 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 15 999 | 0,00 | 1 087 | 12,41 | ||||
2025-07-11 | 13F | Busey Wealth Management | 4 970 | −0,90 | 333 | 9,90 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 2 337 557 | 1,32 | 156 663 | 12,27 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 4 186 | 0,26 | 281 | 11,11 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 91 007 | −2,17 | 6 099 | 8,41 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 13 783 | 0,01 | 924 | 10,80 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8 011 | −37,63 | 537 | −30,93 | ||||
2025-07-15 | 13F | Maseco Llp | 7 896 996 | 529 336 | ||||||
2025-07-31 | 13F | Dodds Wealth, LLC | 28 338 | −0,67 | 1 899 | 10,09 | ||||
2025-08-12 | 13F | MAI Capital Management | 10 116 | 0,24 | 678 | 10,98 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 3 482 | −0,91 | 233 | 8,88 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 4 763 | 0,00 | 319 | 10,76 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 3 106 | −21,96 | 208 | −13,33 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 5 721 | 0,00 | 383 | 10,69 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 10 080 | −8,74 | 1 | |||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Motco | 4 184 | 0,00 | 287 | 13,04 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4 122 | 276 | ||||||
2025-08-08 | 13F | SageOak Financial, LLC | 4 604 | 3,79 | 309 | 14,93 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 76 469 | 3,91 | 5 125 | 15,15 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 8 635 | 0,00 | 579 | 10,73 | ||||
2025-07-21 | 13F | Matauro, Llc | 3 249 | −16,20 | 218 | −7,26 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 16 915 | 0,00 | 1 134 | 10,75 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 4 666 | −8,04 | 313 | 1,96 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 313 | 0,00 | 21 | 11,11 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 8 762 | 0,00 | 530 | 0,00 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 7 290 | 0,00 | 500 | 13,41 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 809 909 | 6,51 | 54 280 | 18,03 | ||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 201 381 | 4,21 | 13 497 | 15,48 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 819 | 9,92 | 390 | 21,88 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 229 443 | −8,29 | 15 377 | 1,63 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 12 238 | 0,00 | 820 | 10,81 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 52 196 | 1,48 | 3 498 | 12,48 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 7 704 | −13,32 | 516 | −3,91 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 12 147 | −21,51 | 814 | −12,94 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 12 183 | 0,00 | 817 | 10,87 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 242 876 | 53,21 | 16 | 77,78 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 3 095 429 | 6,97 | 207 456 | 18,46 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3 043 | 3,40 | 204 | 14,69 | ||||
2025-08-07 | 13F | Summit X, LLC | 282 690 | 1,35 | 18 946 | 12,31 | ||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 170 128 | 25,44 | 11 402 | 39,00 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 102 | 208 | ||||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 3 336 | 0,00 | 213 | 0,00 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 18 652 | −54,91 | 1 250 | −50,02 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 1 013 963 | −0,50 | 67 956 | 10,26 | ||||
2025-04-11 | 13F | Davis Capital Management | 107 | 62,12 | 6 | 50,00 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 148 913 | 4,64 | 9 980 | 15,97 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 70 | 0,00 | 5 | 0,00 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 354 270 | 1,29 | 23 743 | 12,25 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 86 910 | 48,43 | 5 825 | 64,47 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 7 621 | 511 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 6 514 | −2,63 | 437 | 7,92 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 233 876 | −1,69 | 15 674 | 8,94 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 346 935 | −4,24 | 23 252 | 6,11 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 509 | 14,38 | 35 | 30,77 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 5 823 | 0,28 | 390 | 11,11 | ||||
2025-08-05 | 13F | Burney Co/ | 5 117 | 0,00 | 343 | 10,68 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45 621 | 0,94 | 2 759 | −4,23 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 8 844 | −11,91 | 593 | −2,47 | ||||
2025-07-21 | 13F | Hilltop National Bank | 2 154 | 0,00 | 144 | 5,11 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 118 | 0,00 | 75 | 10,45 | ||||
2025-08-14 | 13F | Colony Group, LLC | 8 084 925 | −3,54 | 541 852 | 6,89 | ||||
2025-08-08 | 13F | Condor Capital Management | 10 093 | 0,00 | 676 | 10,82 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 10 361 | 0,00 | 694 | 10,86 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 4 217 | 267,01 | 283 | 308,70 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 7 868 | 25,15 | 527 | 38,68 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 10 592 | 100,00 | 710 | 121,56 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 102 683 | 1 350,73 | 6 882 | 1 507,71 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | SP Asset Management LLC | 13 060 | 0,27 | 875 | 11,18 | ||||
2025-07-15 | 13F | Capstone Capital Wealth Advisors | 4 133 | 0,00 | 277 | 10,84 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 695 183 | −2,47 | 42 045 | −7,48 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 31 244 | 0,01 | 2 094 | 10,80 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 35 582 | 81,97 | 2 374 | 101,87 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 8 821 | −62,15 | 533 | −64,11 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 532 653 | 14,73 | 102 718 | 27,14 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 5 794 | 388 | ||||||
2025-07-07 | 13F | Kings Path Partners LLC | 2 326 | 156 | ||||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 179 702 | −1,52 | 12 044 | 9,12 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 16 675 | 0,00 | 1 118 | 10,81 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 14 569 | −27,28 | 976 | −19,41 | ||||
2025-07-15 | 13F | Gpwm Llc | 1 835 | 0,27 | 123 | 10,91 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 17 015 | 0,00 | 1 | 0,00 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 122 | 0,00 | 276 | 10,84 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 4 536 | 0,00 | 304 | 10,95 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 60 215 | 209,37 | 4 036 | 242,82 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 11 222 | −24,06 | 752 | −15,79 | ||||
2025-08-07 | 13F | Allworth Financial LP | 171 359 | −1,98 | 11 484 | 11,01 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 3 384 | −44,40 | 227 | −38,59 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 3 348 | 0,06 | 224 | 10,89 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 159 496 | 2,66 | 10 689 | 13,76 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 623 | 0,00 | 109 | 10,20 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 412 324 | 6,52 | 27 634 | 18,04 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 10 549 | −25,47 | 736 | −13,21 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7 411 | 497 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 61 928 | −0,47 | 4 150 | 10,28 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 644 963 | 9,75 | 43 225 | 21,61 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 4 834 | 0,00 | 324 | 10,62 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 391 774 | 0,68 | 26 257 | 11,57 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 17 509 | −1,47 | 1 173 | 9,22 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 5 477 | 0,00 | 367 | 10,88 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 504 951 | −0,49 | 33 842 | 10,26 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 60 076 | −4,87 | 4 | 33,33 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 29 864 | 0,00 | 2 001 | 10,80 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 6 987 | 468 | ||||||
2025-08-12 | 13F | Change Path, LLC | 27 853 | 2,75 | 1 867 | 13,85 | ||||
2025-08-06 | 13F | North Capital, Inc. | 369 | 0,00 | 25 | 9,09 | ||||
2025-08-12 | 13F | Martin Worley Group | 5 225 | 16,84 | 350 | 29,63 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 23 132 | 0,09 | 1 550 | 10,95 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 120 217 | 2,17 | 8 | 14,29 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2 161 | 0,00 | 145 | 10,77 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 5 721 | 0,00 | 383 | 10,69 | ||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 229 645 | 15 391 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 461 | −62,66 | 98 | −60,25 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 57 767 | 2,03 | 3 872 | 13,05 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 108 430 | 6,56 | 7 | 16,67 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 24 320 | 0,27 | 1 630 | 11,12 | ||||
2025-08-14 | 13F | Fmr Llc | 59 537 | 21,23 | 3 990 | 34,34 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 24 011 | 0,16 | 1 609 | 11,04 | ||||
2025-05-16 | 13F | Great Lakes Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Sfmg, Llc | 10 178 | −1,12 | 682 | 9,65 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16 571 | −23,83 | 1 111 | −15,59 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 12 604 | 9,88 | 845 | 21,79 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 94 934 | −3,28 | 6 362 | 7,18 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 236 | 1 089,71 | 217 | 1 250,00 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 280 262 | −2,99 | 18 783 | 7,50 | ||||
2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 356 207 | −7,92 | 23 873 | 2,04 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 175 309 | −1,02 | 11 749 | 9,68 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3 509 | 0,00 | 235 | 10,85 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37 333 | 2,23 | 2 502 | 13,32 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Clark Asset Management, LLC | 30 857 | 63,45 | 2 068 | 81,24 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 55 342 | 0,64 | 3 709 | 11,55 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 946 784 | −2,37 | 63 453 | 8,18 | ||||
2025-07-17 | 13F | Peavine Capital, Llc | 7 433 | 0,00 | 498 | 10,91 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 6 606 | 5,59 | 443 | 16,93 | ||||
2025-08-07 | 13F | PFG Advisors | 174 936 | 7,21 | 11 724 | 18,81 | ||||
2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 7 369 | −48,44 | 494 | −42,94 |