Grundläggande statistik
| Institutionella ägare | 685 total, 685 long only, 0 short only, 0 long/short - change of 0,59% MRQ |
| Genomsnittlig portföljallokering | 1.1964 % - change of −7,57% MRQ |
| Institutionella aktier (lång) | 247 018 693 (ex 13D/G) - change of 2,82MM shares 1,16% MRQ |
| Institutionellt värde (lång) | $ 10 341 742 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional US Marketwide Value ETF (US:DFUV) har 685 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 247,018,693 aktier. Största aktieägare inkluderar Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Savant Capital, LLC, Colony Group, LLC, CI Private Wealth, LLC, Northern Trust Corp, Plancorp, LLC, Index Fund Advisors, Inc., Creative Planning, and HighTower Advisors, LLC .
Dimensional ETF Trust - Dimensional US Marketwide Value ETF (ARCA:DFUV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 44,53 / share. Previously, on September 16, 2024, the share price was 41,00 / share. This represents an increase of 8,61% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 14 014 | 2,11 | 593 | 4,78 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 57 684 | −13,50 | 2 439 | −11,28 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 28 387 | 2,75 | 1 200 | 5,45 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 13 415 | 567 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 18 118 | 0,00 | 766 | 2,68 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 30 422 | −8,48 | 1 286 | −6,06 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 9 646 | 0,01 | 408 | 2,52 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 20 970 | −4,12 | 887 | −1,66 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 20 017 | −3,99 | 846 | −1,51 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 5 792 | 0,00 | 245 | 2,52 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 5 515 | −1,36 | 233 | 1,30 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 31 800 | −93,35 | 1 344 | −93,18 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 98 192 | 0,00 | 4 152 | 2,60 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 333 026 | −3,08 | 14 080 | −0,56 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25 077 | −4,74 | 1 091 | 5,83 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 41 525 | 0,01 | 1 756 | 2,57 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 39 275 | −2,62 | 1 661 | −0,12 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 11 324 | 79,46 | 479 | 83,85 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 275 | 0,00 | 138 | 2,99 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 673 361 | −7,52 | 28 490 | −5,06 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 6 104 | 0,48 | 258 | 3,20 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 29 786 | −1,33 | 1 259 | 1,29 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 144 613 | 0,00 | 6 114 | 2,60 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 11 650 | −0,21 | 493 | 2,29 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 6 053 | 0,00 | 256 | 2,41 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 6 468 | 0,00 | 273 | 2,63 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 462 | 0,00 | 400 | 16,96 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 16 409 | 0,00 | 694 | 2,51 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 9 001 | 0,47 | 381 | 2,98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11 400 | 482 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8 107 | −22,04 | 343 | −20,09 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 72 060 | −0,73 | 3 047 | 1,84 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 130 688 | −1,51 | 5 526 | 1,04 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 366 | 0,00 | 15 | 0,00 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 28 572 | 1,10 | 1 208 | 3,78 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 895 | 0,00 | 122 | 2,52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 588 718 | −3,87 | 194 011 | −1,37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 17 351 | 0,00 | 734 | 2,52 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 64 652 | 0,56 | 2 733 | 3,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 241 144 | −11,29 | 10 196 | −8,99 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 630 826 | 8,78 | 111 231 | 11,61 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 111 077 | 15,25 | 4 696 | 18,26 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 19 826 | 48,68 | 838 | 52,64 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 792 768 | 20,51 | 33 518 | 23,64 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 19 700 | −2,31 | 833 | 0,12 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 23 205 | 0,00 | 981 | 2,62 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 314 338 | −3,63 | 13 | 0,00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 65 323 | 0,00 | 2 762 | 3,29 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 185 603 | 7 847 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 7 188 | 0,00 | 304 | 2,36 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 388 473 | −3,94 | 16 425 | −1,45 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 8 430 | 23,88 | 356 | 27,14 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 51 179 | −0,70 | 2 164 | 1,84 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 7 299 | 0,00 | 309 | 2,67 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 25 490 | −18,96 | 1 078 | −16,90 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 27 722 | 1 172 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 6 196 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Asset Planning Corporation | 29 156 | −13,48 | 1 233 | −11,24 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 720 613 | 2,58 | 30 468 | 5,24 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 127 393 | 0,00 | 5 386 | 2,61 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 9 875 | −0,67 | 418 | 1,96 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 16 925 | 0,00 | 716 | 2,58 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 590 903 | −5,14 | 24 983 | −2,68 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 41 280 | −5,14 | 1 701 | −4,44 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 243 | 0,33 | 306 | 3,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 503 | 0,60 | 21 | 5,00 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 954 169 | −0,43 | 40 342 | 2,25 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 572 | 0 | ||||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 645 665 | −4,69 | 27 299 | −2,21 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 69 684 | −0,95 | 2 946 | 1,62 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 549 843 | 3,72 | 23 247 | 6,42 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 8 079 | −21,00 | 342 | −19,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 54 401 | 0,03 | 2 300 | 2,63 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 18 724 | −2,84 | 792 | −0,38 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 149 565 | −0,06 | 6 324 | 2,53 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 29 836 | 1 261 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1 898 | 0,00 | 80 | 2,56 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 20 578 | 38,18 | 870 | 41,92 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Lam Group, Inc. | 130 267 | 0,01 | 5 508 | 2,61 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 5 804 | 0,47 | 245 | 2,94 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24 709 | −0,78 | 1 045 | 1,75 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 22 635 | 957 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 20 396 | 0,00 | 841 | 0,72 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 134 576 | 0,75 | 5 690 | 3,36 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 529 134 | −2,47 | 22 372 | 0,06 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 31 511 | 0,00 | 1 299 | 0,70 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 13 867 | 0,00 | 586 | 2,63 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 108 277 | −5,33 | 4 578 | −2,89 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 9 163 | 0,00 | 387 | 2,65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 100 203 | −1,83 | 4 237 | 0,74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 154 479 | −0,29 | 6 531 | 2,30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 321 744 | 0,09 | 55 883 | 2,69 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 51 611 | 0,35 | 2 245 | 10,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 151 338 | −4,93 | 6 399 | −2,47 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 833 172 | 71,63 | 35 568 | 87,91 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 186 553 | 0,66 | 7 887 | 3,27 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 14 594 | 0,00 | 617 | 2,66 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 16 918 | 0,00 | 715 | 2,58 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 23 644 | −1,88 | 1 000 | 0,60 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14 652 | 0,47 | 620 | 3,17 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 117 940 | 0,00 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 306 | 125,63 | 1 154 | 131,73 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9 375 | 0,00 | 396 | 2,59 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 342 052 | −1,09 | 14 462 | 1,48 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57 113 | 40,33 | 2 415 | 43,95 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 167 712 | −21,31 | 7 091 | −19,28 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 281 152 | −4,45 | 11 887 | −1,96 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 147 416 | −21,38 | 6 233 | −19,34 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 30 208 | 0,00 | 1 277 | 2,65 | ||||
| 2025-04-22 | 13F | Duncker Streett & Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 86 571 | −13,27 | 3 660 | −11,01 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 273 790 | −1,55 | 96 136 | 1,00 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 448 | 18 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 49 726 | 27,50 | 2 102 | 31,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36 357 | 0,00 | 1 537 | 2,60 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 2 700 | 0,00 | 114 | 2,70 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 13 981 | −0,56 | 591 | 2,07 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 414 802 | −34,73 | 17 538 | −33,03 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 60 240 | 0,00 | 2 547 | 2,58 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 20 574 | 0,00 | 870 | 2,60 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 10 742 | 0,00 | 454 | 2,71 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 18 989 | −1,71 | 803 | 0,75 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 954 | 0,00 | 40 | 2,56 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17 304 | −9,35 | 732 | −7,00 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7 480 | 0,00 | 316 | 2,60 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5 203 | 0,00 | 220 | 2,34 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 721 | −62,85 | 73 | −62,11 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 1 867 | 0,00 | 79 | 2,63 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 508 436 | −2,05 | 21 497 | 0,49 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 187 485 | −8,68 | 7 927 | −6,31 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 309 390 | 13 081 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 51 314 | 0,47 | 2 170 | 3,09 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 56 948 | 0,03 | 2 408 | 2,60 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 10 081 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 106 696 | −3,03 | 4 511 | −0,51 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 256 865 | 10,23 | 10 860 | 13,09 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 24 585 | 0,00 | 1 039 | 2,57 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 255 987 | 4,41 | 10 823 | 7,13 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 518 | 0,00 | 22 | 0,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 6 088 638 | −0,77 | 257 428 | 1,80 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 7 701 | 0,00 | 326 | 2,52 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 177 302 | 73,66 | 7 496 | 78,18 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20 478 | 4,07 | 866 | 6,79 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 89 837 | 6,44 | 4 | 0,00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 28 368 | −1,29 | 1 169 | −0,60 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 43 377 | 0,00 | 1 834 | 2,57 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 49 | 0,00 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 103 100 | −5,14 | 4 359 | −2,68 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 65 327 | 0,00 | 2 762 | 2,60 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 480 296 | 5,40 | 20 307 | 8,14 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10 456 | 0,15 | 442 | 2,79 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 6 646 | 0,00 | 281 | 2,56 | ||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 4 920 | 0,00 | 208 | 2,97 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 35 500 | 0,35 | 1 463 | 1,04 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 10 391 | 0,00 | 439 | 2,57 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 327 255 | −0,67 | 13 836 | 1,91 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 13 128 | −8,07 | 555 | −5,61 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 5 696 | 0,00 | 241 | 2,56 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 338 390 | 0,07 | 14 307 | 2,67 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 48 741 | 25,54 | 2 061 | 28,83 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 473 382 | 4,90 | 20 015 | 7,63 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 33 446 | 101,75 | 1 414 | 108,55 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 116 292 | −3,31 | 4 917 | −0,81 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 31 834 | 0,00 | 1 346 | 2,59 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 158 515 | 32,70 | 6 702 | 36,16 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 203 636 | 0,08 | 8 610 | 2,67 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 280 810 | −3,16 | 11 873 | −0,64 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 17 170 | 0,00 | 726 | 2,55 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 17 426 | −1,30 | 737 | 1,24 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 10 672 | 0,00 | 458 | 13,09 | ||||
| 2025-08-07 | 13F | Commerce Bank | 18 832 | −13,57 | 796 | −11,26 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 149 426 | 0,91 | 6 396 | 4,80 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 22 114 | −4,00 | 935 | −1,58 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 12 158 | 0,00 | 514 | 2,59 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 530 | 0,00 | 234 | 2,64 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 6 250 | 0,00 | 268 | 4,28 | ||||
| 2025-08-12 | 13F | Bokf, Na | 7 138 | 302 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 840 265 | 0,05 | 122 671 | 4,86 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 21 190 | 0,00 | 896 | 2,52 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 8 819 | 0,00 | 373 | 2,48 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 17 148 | −0,04 | 725 | 2,69 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 278 489 | −9,00 | 11 775 | −6,64 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 18 345 | 0,25 | 776 | 2,79 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 16 361 | 692 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 484 180 | 41,71 | 20 471 | 45,39 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 46 908 | 27,96 | 1 983 | 31,32 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 23 616 | 0,34 | 998 | 2,99 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 11 320 | 0,00 | 479 | 2,58 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 713 723 | 0,24 | 30 083 | 2,53 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 535 481 | 0,26 | 22 640 | 2,87 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 364 462 | 1,21 | 15 409 | 3,83 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 7 036 | 0,09 | 297 | 3,13 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 7 327 | 0,00 | 310 | 2,66 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 233 367 | 11,42 | 9 865 | 14,34 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 5 267 199 | −2,62 | 222 697 | −0,10 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 5 384 | −12,00 | 228 | −9,92 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 46 692 | −6,54 | 1 974 | −4,08 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 161 656 | −6,29 | 6 835 | −3,87 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 6 646 | 0,00 | 281 | 2,56 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 938 | 0,00 | 251 | 2,87 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 6 150 | 0,00 | 261 | 7,44 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 746 866 | 9,53 | 31 577 | 12,38 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 416 740 | −1,76 | 59 900 | 0,78 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11 302 | 26,92 | 478 | 30,33 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 34 459 | −0,17 | 1 457 | 2,39 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 711 | 0,00 | 157 | 2,63 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 87 525 | 0,01 | 3 701 | 2,61 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 16 821 | −4,77 | 711 | −2,20 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 6 809 | 0,00 | 288 | 2,50 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 5 769 | 0,47 | 248 | 5,08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 318 192 | 0,31 | 13 453 | 2,92 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 227 770 | 5,93 | 9 630 | 8,69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 122 840 | −0,34 | 5 244 | 3,37 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 438 020 | 18 519 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 6 433 | 0,00 | 272 | 2,26 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 6 277 | 0,46 | 265 | 3,11 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 51 317 | 1,38 | 2 182 | 109 000,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 354 | 0 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 144 | 0,00 | 47 | 2,17 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 272 236 | 6,21 | 11 510 | 8,98 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 92 068 | 24,69 | 3 893 | 27,94 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 9 551 | 0,00 | 404 | 2,54 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 18 456 | 0,47 | 780 | 3,04 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 6 288 | 0,00 | 266 | 2,32 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 86 301 | −0,75 | 3 649 | 1,81 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 244 044 | −16,10 | 10 318 | −13,92 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 99 415 | 14,33 | 4 203 | 17,30 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 10 849 | 0,00 | 459 | 2,46 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 163 735 | −0,15 | 6 923 | 2,44 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 203 | 0,00 | 9 | 0,00 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 127 386 | −8,41 | 5 386 | −6,04 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 96 558 | −0,02 | 4 082 | 2,59 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8 504 | 0,31 | 360 | 2,87 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 894 | 0,00 | 38 | 2,78 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 298 554 | 1,13 | 54 903 | 3,75 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 75 617 | 1,82 | 3 197 | 4,48 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 55 807 | −2,19 | 2 360 | 0,34 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19 218 | 4,66 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46 012 | 10,15 | 1 945 | 13,02 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9 388 | 397 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 1 784 627 | −0,77 | 75 454 | 1,81 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 210 155 | −0,71 | 8 885 | 1,87 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 497 425 | −41,53 | 21 031 | −40,01 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 161 476 | 0,79 | 6 827 | 3,41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 854 | 3,52 | 543 | 5,44 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 12 628 | 0,00 | 534 | 2,50 | ||||
| 2025-07-31 | 13F | United Community Bank | 649 | 0,00 | 27 | 3,85 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 49 311 | 8,03 | 2 085 | 10,85 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 7 912 | 0,00 | 335 | 2,45 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 17 911 | 0,16 | 757 | 2,85 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 51 421 | −0,75 | 2 174 | 1,83 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 26 642 | 0,00 | 1 126 | 2,64 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 20 375 | 0,05 | 861 | 2,62 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 106 269 | 3,89 | 4 548 | 7,90 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 5 844 | 247 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 5 656 | −23,63 | 239 | −21,64 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 470 529 | −7,07 | 19 894 | −4,66 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 753 224 | 4,01 | 31 846 | 6,71 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 38 012 | 30,15 | 1 607 | 33,58 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 437 | 0,42 | 0 | |||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 17 935 | −0,62 | 758 | 2,02 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1 040 | 31,65 | 44 | 34,38 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 19 904 | −4,46 | 842 | −1,98 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 279 679 | 0,52 | 11 928 | 4,04 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 296 | 0,43 | 393 | 3,15 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 69 321 | 92,67 | 2 931 | 97,71 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 303 439 | −1,34 | 12 829 | 1,21 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 206 188 | −2,31 | 8 718 | 0,23 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 28 349 | −4,59 | 1 199 | −2,12 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 42 710 | −10,84 | 1 806 | −8,51 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 107 000 | 1,16 | 4 524 | 3,79 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17 041 | 87,33 | 1 | |||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 7 692 | 0,38 | 325 | 3,17 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 80 712 | 3,40 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 66 509 | −0,31 | 2 812 | 3,00 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 6 955 | 0,46 | 294 | 3,16 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 15 726 | 0,00 | 665 | 2,47 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 14 833 | 0,00 | 627 | 2,62 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 34 971 | 0,45 | 1 479 | 3,07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Norden Group Llc | 5 351 | 0,47 | 226 | 3,20 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 16 717 079 | −3,34 | 706 798 | −0,83 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 6 006 250 | −5,09 | 253 944 | −2,63 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 060 | 0,00 | 259 | 4,02 | ||||
| 2025-08-08 | 13F | Renasant Bank | 17 757 | −1,38 | 751 | 1,21 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 378 925 | −1,28 | 16 021 | 1,28 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 3 698 | −18,02 | 156 | −15,68 | ||||
| 2025-05-09 | 13F | Syntegra Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kooman & Associates | 438 020 | 0,68 | 18 519 | 3,30 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 285 | 0,00 | 477 | 2,58 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 4 986 | 0,00 | 211 | 2,44 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 20 532 | −8,34 | 868 | −5,96 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 19 084 | 0,00 | 807 | 2,54 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 23 015 | 973 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 16 487 | 0,04 | 697 | 2,65 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 26 314 | 0,38 | 1 129 | 12,34 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 317 230 | 0,35 | 13 412 | 2,96 | ||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 5 537 | 0,00 | 234 | 2,63 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 589 224 | −1,69 | 24 912 | 0,86 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 789 310 | −3,92 | 33 372 | −1,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 11 204 | 0,00 | 474 | 2,60 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 485 | 21 | ||||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 472 193 | −1,45 | 19 964 | 1,11 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 8 666 | 0,00 | 366 | 2,52 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13 607 | 3,26 | 575 | 5,89 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 9 651 | 0,00 | 408 | 2,77 | ||||
| 2025-07-11 | 13F | Bell Bank | 5 306 | 0,00 | 224 | 2,75 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 3 743 | 158 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36 099 868 | 5,45 | 1 526 308 | 8,20 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 6 544 | −7,07 | 277 | −4,83 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 2 032 | 0,00 | 86 | 2,41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19 028 | 402,99 | 805 | 418,71 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 142 | −8,86 | 48 | −5,88 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 117 279 | −2,03 | 5 | 0,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 41 181 | −0,77 | 1 741 | 1,81 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 18 087 | 0,47 | 765 | 3,10 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 17 010 | 0,00 | 719 | 2,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 113 073 | −0,58 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1 195 403 | −0,32 | 50 542 | 2,27 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 26 598 | 0,00 | 1 125 | 2,55 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 21 206 | −6,72 | 897 | −4,27 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 23 419 | 0,00 | 990 | 2,59 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11 181 | 0,79 | 473 | 3,28 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 797 081 | 3,37 | 33 701 | 6,05 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 2 761 | 0,47 | 117 | 2,65 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 6 748 | 0,00 | 285 | 2,52 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 67 289 | 1,26 | 2 845 | 3,87 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 136 489 | −1,93 | 5 771 | 0,61 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 8 530 | 0,00 | 361 | 2,56 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 4 845 | 0,00 | 205 | 2,51 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6 925 | 293 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 256 118 | 23,81 | 10 829 | 27,03 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 504 | 25,08 | 275 | 28,50 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 9 259 | −6,48 | 391 | −4,17 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7 327 | −21,02 | 312 | −18,59 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 36 595 | 6,30 | 1 547 | 9,10 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 603 | 0,00 | 25 | 4,17 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 307 842 | −6,46 | 12 686 | −5,79 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 9 953 | −4,12 | 421 | −1,64 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 5 707 | 241 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31 752 400 | 4,19 | 1 342 491 | 6,90 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 133 613 | 3,30 | 5 649 | 5,98 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 20 373 | −0,97 | 861 | 1,65 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 310 126 | −16,53 | 13 112 | −13,76 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 63 068 | −0,93 | 2 667 | 1,64 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 306 141 | 13,50 | 12 944 | 24,26 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 203 074 | 20 207,40 | 8 602 | 20 880,49 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 23 717 | 0,00 | 1 003 | 2,56 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 028 | 0,00 | 424 | 2,42 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 199 691 | −0,20 | 8 443 | 2,39 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 5 048 | 0,00 | 213 | −1,39 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 7 626 | 322 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 21 219 | 0,00 | 897 | 2,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 473 | 25,08 | 274 | 28,17 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 205 996 | 0,33 | 8 710 | 2,93 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 6 583 | −8,67 | 278 | −6,40 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 6 714 | 0,00 | 284 | 2,54 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 13 503 | 0,00 | 571 | 2,52 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 53 841 | −1,68 | 2 276 | 0,89 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2 010 213 | 9,66 | 84 992 | 12,50 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 353 768 | −0,08 | 14 957 | 2,52 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 061 | 0,00 | 45 | 2,33 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 624 | 0,48 | 26 | 4,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 20 588 | 85,28 | 870 | 90,37 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 33 960 | −12,49 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9 484 | −10,23 | 401 | −7,83 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 32 166 | 0,06 | 1 360 | 2,64 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10 143 865 | −3,67 | 428 883 | −1,17 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 3 813 | −13,83 | 161 | −11,54 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 5 708 | 0,00 | 241 | 2,55 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 9 971 | 0,47 | 422 | 3,19 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 21 375 | 0,00 | 904 | 2,61 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 80 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 234 898 | 100,74 | 9 931 | 105,95 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 446 | 0,00 | 19 | 0,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 120 891 | 0,00 | 5 111 | 2,61 | ||||
| 2025-04-22 | 13F | Crews Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 421 576 | −1,14 | 17 824 | 1,56 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10 394 | 0,46 | 439 | 3,05 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 23 554 | 0,00 | 996 | 2,58 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 257 484 | 0,07 | 11 136 | 9,82 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 138 330 | 2,97 | 5 849 | 5,65 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 587 758 | 0,92 | 24 850 | 3,54 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 2 244 | 0,00 | 95 | 2,17 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 7 638 | 0,00 | 323 | 2,55 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 340 471 | 0,71 | 56 675 | 3,33 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 6 744 | 0,00 | 285 | 2,89 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 22 219 | 0,01 | 939 | 2,62 | ||||
| 2025-07-16 | 13F | Jentner Corp | 69 363 | −10,77 | 2 933 | −8,46 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 31 112 | 0,00 | 1 315 | 2,57 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 14 143 | −9,52 | 598 | −7,30 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 12 480 | 0,00 | 528 | 2,53 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 74 249 | −0,18 | 3 139 | 2,41 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 19 181 | −0,13 | 811 | 2,40 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 364 276 | 15 529 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 16 187 | 0,03 | 684 | 2,70 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 14 594 | 0,00 | 617 | 2,66 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 771 282 | −0,50 | 32 610 | 2,08 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 1 055 864 | −1,82 | 44 642 | 0,73 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 35 785 | −0,28 | 1 513 | 2,30 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 11 800 | −29,76 | 499 | −28,03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 220 639 | −10,64 | 9 329 | −8,32 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 177 443 | −6,82 | 7 614 | −2,28 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 8 538 | 0,00 | 361 | 2,56 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | GDS Wealth Management | 8 481 | −19,11 | 359 | −17,13 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 5 684 | 0,00 | 240 | 3,45 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16 768 | −5,36 | 709 | −3,01 | ||||
| 2025-08-01 | 13F | Motco | 4 759 | −26,81 | 202 | −24,34 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 12 818 | 33,83 | 542 | 37,31 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 7 846 | 218,30 | 332 | 227,72 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 179 763 | −9,07 | 7 295 | −13,44 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 27 355 | −5,44 | 1 157 | −3,02 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 134 254 | 0,00 | 5 676 | 2,60 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 7 344 | 311 | ||||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 8 794 | 0,00 | 372 | 2,49 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 11 339 | 0,00 | 479 | 2,57 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 5 419 | 229 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6 078 | 0,48 | 257 | 2,81 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 52 835 | −8,40 | 2 234 | −6,02 | ||||
| 2025-07-31 | 13F | City State Bank | 744 | 0,00 | 31 | 3,33 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 5 963 | 0,00 | 252 | 2,86 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 107 972 | 0,04 | 4 565 | 2,65 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 8 232 | 0,00 | 348 | 2,36 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 9 070 | 0,00 | 374 | 0,00 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 2 842 | 0,00 | 120 | 2,56 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 6 079 | −5,49 | 257 | −3,02 | ||||
| 2025-07-15 | 13F | Maseco Llp | 2 078 846 | 87 852 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 5 844 | 0,46 | 247 | 3,35 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 393 977 | −7,60 | 16 657 | −5,20 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 18 289 | 0,00 | 773 | 2,66 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 621 | 0,00 | 26 | 4,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 7 229 | 0,00 | 306 | 2,69 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 65 425 | 1,46 | 2 766 | 4,10 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 210 412 | 5,35 | 8 896 | 8,09 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 69 277 | 3,32 | 2 929 | 6,01 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 451 218 | −0,18 | 18 464 | −0,18 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 15 811 | 0,00 | 668 | 2,61 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 456 | 0,00 | 19 | 5,56 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 741 948 | 10,75 | 115 930 | 13,63 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 6 283 | 0,00 | 266 | 2,71 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 954 172 | −29,89 | 40 342 | −28,08 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8 742 | 50,85 | 370 | 55,04 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 5 849 | −0,02 | 247 | 2,49 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 12 356 | −19,95 | 522 | −17,92 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 666 | 0,46 | 366 | 3,10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 556 | 0,40 | 150 | 3,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 728 071 | −2,27 | 31 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 186 | 0,51 | 50 | 4,17 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 4 787 | 202 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 713 493 | 35,39 | 30 164 | 38,90 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 846 904 | −0,34 | 35 807 | 2,25 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 10 116 | 428 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 63 076 | −0,08 | 2 667 | 2,50 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 22 680 | 0,00 | 959 | 2,57 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10 614 | 0,19 | 449 | 2,75 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 376 | 62,91 | 227 | 68,15 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 941 019 | −0,13 | 39 786 | 2,46 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 5 927 | 0,00 | 251 | 2,46 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2 902 | −1,43 | 0 | |||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 6 644 | 0,00 | 281 | 2,56 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 374 720 | 0,67 | 58 123 | 3,29 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4 764 | 201 | ||||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 46 021 | −6,85 | 1 946 | −4,47 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 261 559 | −0,30 | 11 059 | 2,28 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 1 332 959 | −0,36 | 56 358 | 2,23 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 22 635 | 919 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17 065 | 722 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 26 376 | 0,43 | 1 133 | 4,62 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 185 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 45 889 | 4,77 | 1 940 | 8,26 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 75 104 | 0,00 | 3 175 | 2,58 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 827 304 | −2,97 | 34 978 | −0,45 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 11 207 | −0,88 | 474 | 1,72 | ||||
| 2025-07-21 | 13F | 25 Llc | 46 620 | 0,04 | 1 971 | 2,66 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 45 331 | 3,87 | 1 917 | 6,56 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 12 775 | 0,00 | 540 | 2,66 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35 159 | 10,53 | 1 487 | 13,44 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20 509 | 0,35 | 867 | 2,97 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 674 635 | −1,53 | 28 982 | 16,70 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 67 602 | 0,15 | 2 858 | 2,77 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 36 737 | −2,13 | 1 553 | 0,45 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 169 622 | −25,61 | 7 172 | −23,68 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5 954 | 0,00 | 252 | 2,45 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 13 557 | −1,78 | 573 | 0,88 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 12 570 | −14,79 | 531 | −12,52 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 231 | −87,67 | 52 | −87,35 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 27 552 | −5,24 | 1 165 | −2,84 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 2 497 | 0,00 | 106 | 2,94 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 543 210 | 1,26 | 22 967 | 3,89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 592 462 | 0,85 | 25 049 | 3,47 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19 677 | −35,15 | 811 | −34,73 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 40 493 | 0,01 | 1 712 | 2,64 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 909 915 | −0,93 | 38 471 | 1,65 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 29 648 | −13,56 | 1 254 | −11,32 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 348 017 | −3,48 | 14 714 | −0,98 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 24 566 | 1 718,36 | 1 039 | 1 787,27 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 520 | 117,28 | 149 | 124,24 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 13 765 | 0,11 | 582 | 8,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 13 365 832 | −10,14 | 565 107 | −7,81 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5 117 | 216 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 797 | 0,07 | 372 | 2,49 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 9 427 | 0,00 | 399 | 2,58 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35 386 | 12,15 | 1 496 | 15,08 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 150 923 | −0,10 | 6 381 | 2,51 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 8 962 | 0,00 | 379 | 2,44 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 36 794 | 0,03 | 1 556 | 2,64 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 98 134 | 2,76 | 4 149 | 5,44 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 173 864 | 0,00 | 7 165 | 0,00 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 5 653 | −57,84 | 233 | −57,66 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 414 | 0,00 | 17 | 6,25 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 16 970 | 2,61 | 717 | 5,29 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 2 127 | 0,00 | 90 | 2,30 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 31 899 | −2,60 | 1 349 | −0,07 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 7 491 | 0,00 | 317 | 2,60 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 421 448 | −12,05 | 17 819 | −9,76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14 135 | 5,22 | 598 | 7,96 | ||||
| 2025-08-08 | 13F | Creative Planning | 5 251 545 | −0,84 | 222 035 | 1,74 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39 793 | 47,73 | 1 677 | 52,32 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 13 216 | 0,00 | 559 | 2,57 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 216 908 | 8,17 | 9 171 | 10,98 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 27 992 | −1,94 | 1 184 | 0,60 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 7 348 | 0,00 | 311 | 2,65 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2 117 | 1 996,04 | 90 | 2 125,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 19 048 | 1,72 | 807 | 4,54 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 344 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 21 488 | 0,00 | 909 | 2,60 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Rs Crum Inc. | 419 177 | −0,43 | 17 274 | 0,27 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 538 175 | −2,50 | 191 874 | 0,03 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 38 992 | −5,77 | 1 649 | −3,34 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 9 363 | 0,00 | 396 | 2,60 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 726 137 | −0,28 | 30 701 | 7,34 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 78 330 | −1,33 | 3 312 | 1,22 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 487 | 0,00 | 105 | 2,94 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 14 330 | 0,00 | 606 | 2,54 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 934 | −13,20 | 39 | −11,36 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 1 715 438 | −0,31 | 73 524 | 12,12 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 66 155 | 0,00 | 2 797 | 2,60 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 677 | 0,00 | 155 | 2,65 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 8 307 | 0,00 | 351 | 2,63 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 7 141 | 0,00 | 303 | 13,96 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 16 467 | 0,04 | 696 | 2,65 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 132 564 | −0,02 | 5 605 | 2,56 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 12 083 | −8,61 | 511 | −6,25 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 208 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 23 400 | 0,00 | 989 | 2,59 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29 492 | 3,24 | 1 247 | 5,86 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 28 275 | −17,81 | 1 195 | −15,67 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 759 096 | −10,55 | 32 095 | −8,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 266 555 | 20,72 | 11 270 | 23,85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15 205 | 1,57 | 643 | 4,22 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 21 194 | 0,26 | 896 | 2,87 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 289 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 731 241 | 2,57 | 30 917 | 5,23 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 4 865 | 0,00 | 206 | 2,50 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 692 196 | 2,19 | 29 266 | 4,84 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 101 158 | 0,48 | 4 277 | 3,09 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 241 535 | −0,95 | 10 212 | 1,63 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5 057 | 0,00 | 214 | 2,40 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 4 928 | 0,00 | 208 | 2,46 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 54 306 | −5,45 | 2 309 | 4,81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 638 | 0,49 | 69 | 2,99 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 132 521 | −16,51 | 6 | −16,67 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16 117 | 0,41 | 681 | 3,03 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5 598 | 0,50 | 237 | 3,06 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 1 403 | 0,00 | 59 | 3,51 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 702 | 311,67 | 283 | 328,79 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 173 672 | 38,07 | 7 343 | 41,66 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 53 193 | 7,56 | 2 249 | 10,41 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 583 | 109 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 193 132 | 112,80 | 8 | 166,67 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11 053 | 0,11 | 467 | 2,64 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 22 530 | 32,94 | 953 | 36,39 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28 221 | 3,29 | 1 193 | 6,04 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 936 355 | −1,10 | 39 589 | 1,47 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 350 | −15,46 | 15 | −12,50 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 100 719 | 0,95 | 4 258 | 3,58 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 80 621 | −3,88 | 3 409 | −1,39 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 18 614 | 0,00 | 787 | 2,61 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 10 465 | 0,00 | 442 | 2,55 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 746 295 | 0,11 | 31 553 | 2,70 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 11 592 | 490 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 142 017 | −2,95 | 6 004 | −0,43 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 7 193 | 0,00 | 296 | 0,68 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 27 470 | 0,00 | 1 161 | 2,56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 146 694 | 12,54 | 6 184 | 15,96 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 757 534 | −5,71 | 32 029 | −3,26 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 5 265 | 223 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 89 606 | 9,35 | 3 789 | 12,20 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 14 278 | −0,17 | 604 | 2,55 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11 017 | 0,31 | 466 | 2,88 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 20 543 | 0,00 | 869 | 2,60 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 6 366 | 0,00 | 269 | 2,67 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 454 608 | 1,12 | 19 221 | 3,74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 707 556 | 0,89 | 29 915 | 3,52 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10 692 | 0,16 | 452 | 2,96 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 84 677 | 0,00 | 3 580 | 2,61 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1 085 073 | −0,99 | 45 877 | 1,58 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 90 476 | −5,23 | 4 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 021 | 85 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 9 013 | 0,00 | 381 | 2,70 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 540 | −74,86 | 23 | −75,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 51 820 | 61,09 | 2 191 | 65,28 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 17 856 | 0,00 | 755 | 2,59 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16 436 | −37,19 | 695 | −35,62 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 74 353 | −8,90 | 3 144 | −6,54 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 157 058 | −0,06 | 6 640 | 2,53 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 110 788 | −2,33 | 4 684 | 0,21 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 13 593 | 0,06 | 580 | 3,76 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 352 788 | −0,53 | 14 916 | 2,05 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 17 056 | −21,10 | 721 | −18,99 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 354 | 142 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 376 082 | 0,51 | 15 901 | 3,12 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 454 213 | −2,83 | 19 204 | −0,30 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 6 654 | 0,00 | 281 | 2,55 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1 206 382 | −0,69 | 51 006 | 1,89 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 37 062 | 1,99 | 1 567 | 4,61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 362 103 | −3,13 | 15 310 | −0,62 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 67 707 | 0,00 | 2 863 | 2,58 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 125 704 | 4,28 | 5 315 | 6,99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 156 909 | 0,19 | 6 634 | 2,80 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7 815 | 631,06 | 330 | 650,00 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 2 540 | −49,27 | 107 | −48,06 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 63 689 | −2,17 | 2 693 | 0,37 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 280 608 | −1,79 | 12 | 0,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 395 734 | −12,37 | 59 012 | −10,09 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 21 032 | −1,53 | 889 | 1,02 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 26 431 | 44,95 | 1 118 | 48,74 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 324 237 | 1,02 | 55 989 | 3,64 | ||||
| 2025-08-07 | 13F | PFG Advisors | 100 144 | 6,95 | 4 234 | 9,75 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11 108 | 76,15 | 470 | 81,08 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 10 564 | 0,00 | 447 | 2,53 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 32 970 | 0,00 | 1 394 | 2,58 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 92 013 | −5,61 | 3 890 | −3,16 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 42 498 | 354 050,00 | 1 797 | 4,24 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 288 112 | 17,67 | 12 181 | 20,72 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 1 574 | −94,45 | 1 198 | 2,66 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 9 623 | −0,13 | 407 | 2,27 | ||||
| 2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 22 672 | 0,00 | 959 | 2,57 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 22 635 | 957 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 549 037 | 0,16 | 23 213 | 2,76 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 8 356 | 0,46 | 353 | 3,22 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 15 216 | 0,00 | 643 | 2,55 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 118 214 | 1,70 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 20 332 | 0,00 | 860 | 2,63 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 285 | 0,00 | 54 | 3,85 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 290 | 12 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 33 988 | −3,09 | 1 437 | −0,62 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 838 | 0,36 | 35 | 2,94 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 225 | 0,00 | 136 | 3,03 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 471 482 | 3,50 | 19 934 | 6,19 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 25 799 | −33,43 | 1 091 | −31,75 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 72 297 | 0,00 | 3 057 | 2,58 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Five Oceans Advisors | 7 933 | 44,34 | 335 | 48,23 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 166 849 | −17,94 | 7 278 | −10,81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 328 204 | 16,32 | 13 876 | 19,34 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 723 | 0,47 | 73 | 2,86 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26 417 | 2,17 | 1 117 | 4,79 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 7 653 | 0,00 | 324 | 2,54 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 25 825 | 0,00 | 1 092 | 2,54 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 453 430 | 0,63 | 19 171 | 3,24 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 35 195 | 84,30 | 1 488 | 89,31 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 15 371 | 0,32 | 633 | 1,12 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26 750 | 27,68 | 1 131 | 30,94 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 51 953 | −0,22 | 2 197 | 2,38 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 5 125 | 0,18 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 1 069 772 | −1,33 | 45 230 | 1,23 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 25 330 | −4,48 | 1 071 | −2,01 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 18 639 | −0,13 | 788 | 2,47 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 589 956 | 25 354 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 10 702 | −44,88 | 452 | −43,50 | ||||
| 2025-05-06 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 23 407 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 303 069 | −0,05 | 12 814 | 2,55 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 8 303 | 0,47 | 0 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 27 741 | 0,00 | 1 173 | 2,54 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 79 311 | −19,30 | 3 353 | −17,19 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1 275 | 0,00 | 54 | 1,92 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 299 255 | 0,51 | 12 653 | 3,85 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 4 940 | 0,47 | 209 | 2,97 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 49 133 | −4,77 | 2 077 | −2,30 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 730 157 | −1,15 | 115 431 | 1,41 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 8 878 | 6,18 | 375 | 9,01 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 7 985 | 0,48 | 338 | 3,06 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 41 685 | −0,31 | 1 762 | 2,26 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 3 581 | 0,00 | 151 | 2,72 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 14 422 | 0,00 | 610 | 2,53 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 13 286 | 0,47 | 562 | 3,13 | ||||
| 2025-05-05 | 13F | Kestra Private Wealth Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 208 527 | 31,15 | 8 817 | 34,55 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 572 044 | −2,51 | 24 186 | 0,02 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 15 731 | −0,74 | 1 |
