Grundläggande statistik
| Institutionella ägare | 351 total, 351 long only, 0 short only, 0 long/short - change of 8,33% MRQ |
| Genomsnittlig portföljallokering | 0.9484 % - change of 6,04% MRQ |
| Institutionella aktier (lång) | 78 323 802 (ex 13D/G) - change of 1,35MM shares 1,75% MRQ |
| Institutionellt värde (lång) | $ 2 512 303 USD ($1000) |
Institutionellt ägande och aktieägare
Dimensional ETF Trust - Dimensional International Small Cap Value ETF (US:DISV) har 351 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 78,323,802 aktier. Största aktieägare inkluderar Colony Group, LLC, Forum Financial Management, LP, Mather Group, Llc., Buckingham Strategic Partners, Ritholtz Wealth Management, Asset Dedication, LLC, HighTower Advisors, LLC, CI Private Wealth, LLC, Cerity Partners LLC, and Northern Trust Corp .
Dimensional ETF Trust - Dimensional International Small Cap Value ETF (BATS:DISV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 11, 2025 is 35,62 / share. Previously, on September 12, 2024, the share price was 27,88 / share. This represents an increase of 27,76% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Brighton Jones Llc | 7 625 | 251 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 898 | −9,32 | 55 | 0,00 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 93 242 | −1,76 | 3 069 | 11,04 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 26 935 | −34,14 | 886 | −25,55 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59 447 | 1,02 | 1 956 | 14,19 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 9 754 | −5,37 | 321 | 7,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 23 160 | −3,17 | 774 | 11,06 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 34 | 0,00 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66 788 | 37,87 | 2 198 | 55,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 444 894 | 6,40 | 14 641 | 20,25 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 209 700 | 6 901 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28 004 | 71,10 | 919 | 90,06 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 535 870 | −2,52 | 17 635 | 10,17 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10 218 | 336 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 166 | 0,00 | 5 | 25,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 292 972 | −6,37 | 9 642 | 5,82 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 1 | ||||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 343 779 | 14,43 | 11 314 | 36,99 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 082 444 | 3,89 | 35 623 | 17,41 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 22 672 | −5,48 | 746 | 6,88 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 81 282 | 21,20 | 2 675 | 36,99 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 117 140 | 4,43 | 3 855 | 18,03 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 16 311 | −6,69 | 537 | 5,30 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 873 | 193 | ||||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 4 109 | 0,00 | 135 | 13,45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14 252 | 88,24 | 469 | 113,18 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 16 942 | 8,59 | 558 | 22,69 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 77 327 | 8,87 | 2 545 | 34,82 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 298 114 | 2,90 | 9 811 | 16,29 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 470 355 | 11,69 | 15 479 | 26,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71 743 | 13,80 | 2 361 | 28,66 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 73 920 | 5,67 | 2 433 | 19,45 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 26 177 | 0,09 | 861 | 13,14 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 25 500 | 0,33 | 839 | 13,38 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 6 289 | 207 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 30 834 | −0,08 | 1 047 | 19,95 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 90 755 | 5,15 | 2 987 | 18,82 | ||||
| 2025-08-07 | 13F | Nwam Llc | 55 040 | −11,20 | 1 811 | 0,39 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27 805 | 12,46 | 915 | 27,26 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 351 | 6 706,48 | 242 | 7 933,33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 135 867 | −3,84 | 4 471 | 8,68 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 91 086 | 12,74 | 2 998 | 27,42 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 85 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 36 385 | −0,24 | 1 197 | 12,71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 558 | −51,06 | 216 | −44,87 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 70 600 | 2 323 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 88 897 | 28,72 | 2 926 | 45,45 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 11 113 | 38,02 | 366 | 55,98 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 836 684 | 28,70 | 27 836 | 64,16 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 27 752 | −2,35 | 913 | 10,40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 453 189 | 31,01 | 14 914 | 48,06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 033 796 | 8,56 | 34 022 | 22,69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 313 | 10 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 179 049 | −4,71 | 38 802 | 7,69 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 33 915 | 1 116 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 12 727 | 4,55 | 419 | 18,08 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 116 208 | 5,88 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 561 158 | 83,81 | 18 468 | 107,73 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 10 245 | 0 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 448 041 | 14 745 | ||||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 128 323 | −6,28 | 4 223 | 5,92 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 158 484 | 1,92 | 5 216 | 15,17 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 93 816 | −1,74 | 3 087 | 11,04 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 232 506 | −1,22 | 7 719 | 24,18 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 232 316 | −5,77 | 7 646 | 6,49 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 21 296 | −0,36 | 620 | 9,35 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 202 674 | 3,93 | 6 670 | 17,47 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 470 827 | 0,52 | 15 495 | 13,60 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 112 421 | 38,21 | 3 700 | 56,21 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 18 446 | 3,65 | 607 | 11,17 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 51 602 | 92,89 | 1 698 | 117,97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 57 744 | 16,51 | 1 900 | 31,67 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 753 444 | 7,27 | 24 795 | 21,23 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 12 501 | 411 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 434 946 | −6,55 | 14 314 | 5,61 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 613 713 | 1,21 | 20 197 | 14,39 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 399 461 | −1,61 | 11 632 | 7,83 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 12 270 | −16,80 | 404 | −6,06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 439 | 6,83 | 508 | 20,95 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 31 959 | 0,00 | 1 052 | 13,01 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 32 533 | −31,09 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 690 | 56 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 17 946 | 36,70 | 591 | 54,45 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 240 475 | −1,31 | 7 914 | 11,54 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164 990 | 7,00 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 395 629 | 14 070,09 | 13 020 | 15 974,07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 74 554 | 1,65 | 2 454 | 14,89 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 289 378 | −2,96 | 9 523 | 9,67 | ||||
| 2025-04-17 | 13F | Retirement Solution Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 12 689 | −4,55 | 418 | 7,75 | ||||
| 2025-07-29 | 13F | Schubert & Co | 60 104 | 6,38 | 1 978 | 20,24 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6 448 | 212 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 059 | 236,15 | 101 | 284,62 | ||||
| 2025-07-21 | 13F | 25 Llc | 14 759 | 0,08 | 486 | 13,05 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 129 | 0,00 | 4 | 33,33 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 78 505 | −1,14 | 2 584 | 11,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 497 163 | 27,47 | 16 362 | 44,06 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26 537 | 325,68 | 873 | 382,32 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22 676 | −3,30 | 746 | 9,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 121 455 | 25,56 | 3 997 | 41,94 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 22 587 | −1,82 | 743 | 11,06 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 5 250 | 0,00 | 173 | 13,16 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5 844 562 | 455 083,96 | 192 345 | 519 748,65 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 188 300 | −1,69 | 6 197 | 11,10 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 59 143 | 4,89 | 1 946 | 18,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66 527 | 6,67 | 2 189 | 20,54 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 9 687 | 14,52 | 282 | 25,89 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 46 736 | −2,36 | 1 538 | 10,41 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 218 808 | 9,72 | 7 201 | 23,99 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 42 942 | −8,81 | 1 413 | 3,06 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21 489 | 2,11 | 707 | 15,52 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44 381 | −3,52 | 1 461 | 9,04 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 64 566 | −0,49 | 2 125 | 12,44 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 48 869 | 0,00 | 1 608 | 13,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 175 535 | 1,97 | 6 005 | 14,23 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 640 588 | 13,91 | 21 082 | 28,74 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 27 832 | 63,59 | 1 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 35 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 179 530 | 6,26 | 5 908 | 20,11 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 34 278 | 0,87 | 1 128 | 14,05 | ||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 410 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17 213 | 5,45 | 566 | 19,16 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 24 518 | −0,71 | 807 | 12,10 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 643 | 0,00 | 17 | 0,00 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 49 543 | −5,39 | 1 630 | 6,96 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 332 178 | −3,00 | 10 932 | 9,62 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 60 504 | 1,72 | 1 997 | 15,24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 196 747 | 0,54 | 6 475 | 13,62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 68 644 | 94,49 | 2 259 | 119,96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6 857 | −0,20 | 226 | 12,50 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 559 075 | 894,78 | 18 399 | 1 024,63 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 6 200 | −17,32 | 204 | −6,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48 825 | 1 607 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6 654 | 219 | ||||||
| 2025-08-05 | 13F | Dravo Bay Llc | 248 662 | −2,71 | 8 395 | 12,56 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18 413 | 93,17 | 606 | 115,30 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 302 710 | −1,01 | 9 962 | 11,88 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 264 356 | −6,32 | 8 700 | 5,87 | ||||
| 2025-07-23 | 13F | Matisse Capital | 44 100 | 0,00 | 1 451 | 13,01 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 439 644 | −1,22 | 14 469 | 11,64 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 107 | −65,16 | 36 | −60,87 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 4 | 0 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 99 425 | 21,69 | 3 272 | 37,54 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 118 780 | 41,07 | 3 909 | 59,49 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 399 331 | −3,11 | 13 142 | 9,49 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 140 262 | 6,80 | 4 616 | 20,69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12 915 171 | −5,68 | 425 038 | 6,59 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 51 364 | 8,53 | 1 690 | 22,64 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 917 | 96 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 74 943 | 4,52 | 2 466 | 18,16 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 256 853 | −0,70 | 8 453 | 12,24 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 683 | −69,17 | 154 | −65,16 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 22 056 | 3,15 | 726 | 16,56 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 36 538 | 0,10 | 1 202 | 13,18 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 21 940 | 1,05 | 722 | 14,24 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 199 945 | 21,85 | 6 580 | 37,71 | ||||
| 2025-07-25 | 13F | Miramar Fiduciary Corp | 511 178 | 0,00 | 16 823 | 13,01 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 132 743 | −5,18 | 4 369 | 7,16 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 93 976 | 336,06 | 3 093 | 393,14 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 25 934 | −36,64 | 853 | −28,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51 365 | −92,21 | 1 690 | −91,19 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 52 367 | 29,98 | 1 723 | 46,89 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 551 | 15,69 | 628 | 26,92 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 30 060 | −6,32 | 989 | 5,89 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 999 351 | 61,57 | 32 889 | 82,60 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 87 864 | −3,79 | 2 892 | 8,73 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 230 798 | 4,97 | 8 | 16,67 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 130 975 | 86,54 | 4 310 | 110,86 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 14 367 | 2,31 | 473 | 15,69 | ||||
| 2025-08-08 | 13F | Creative Planning | 601 117 | 1,30 | 19 783 | 14,49 | ||||
| 2025-07-14 | 13F | Friday Financial | 22 014 | 724 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 18 054 | −4,50 | 594 | 8,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 84 439 | 51,51 | 2 779 | 71,27 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 232 039 | 0,40 | 7 636 | 13,46 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 18 818 | 63,10 | 619 | 84,78 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 9 524 | 0,00 | 313 | 13,00 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8 610 | 7,18 | 283 | 21,46 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 38 942 | −36,27 | 1 282 | −27,99 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 19 749 | 1,81 | 650 | 23,15 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 27 130 | 46,96 | 893 | 66,11 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 202 657 | 26,00 | 6 669 | 42,41 | ||||
| 2025-04-16 | 13F | Mogy Joel R Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 19 221 | −1,02 | 633 | 11,86 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3 600 | −19,46 | 118 | −9,23 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 420 313 | −4,77 | 14 | 8,33 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 30 164 | 0,88 | 993 | 14,02 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 744 751 | −0,09 | 24 510 | 12,91 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 2 198 | 20,44 | 72 | 35,85 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 7 453 | 0,00 | 245 | 12,90 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 13 193 | 0,00 | 384 | 0,00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 38 591 | 19,10 | 1 270 | 34,68 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 106 817 | 9,39 | 3 515 | 23,64 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 279 263 | −6,83 | 9 191 | 5,29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 212 291 | 24,39 | 7 | 50,00 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 25 200 | 0,00 | 734 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 317 056 | −1,62 | 10 434 | 11,19 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 215 494 | 9,01 | 7 092 | 23,19 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 13 497 | 0,00 | 444 | 12,98 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 766 388 | 106,68 | 25 222 | 133,57 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 297 355 | −6,07 | 9 786 | 6,15 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 60 211 | −37,60 | 1 982 | −29,48 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 20 881 | 34,72 | 687 | 52,11 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 520 459 | 8,09 | 82 948 | 22,16 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 43 258 | −13,07 | 1 424 | −1,79 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 600 | 316 | ||||||
| 2025-07-15 | 13F | Vestment Financial LLC | 107 034 | 2,24 | 3 530 | 15,51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 16 934 | −4,31 | 557 | 8,16 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 133 562 | 0,36 | 4 396 | 13,42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 27 210 | 1,48 | 895 | 11,46 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 10 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 41 261 | 1 893,29 | 1 358 | 2 161,67 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 101 879 | 20,43 | 3 353 | 36,09 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 13 445 | −15,66 | 442 | −4,96 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19 821 | 652 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 75 470 | 12,48 | 2 484 | 27,14 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 131 927 | −5,32 | 4 342 | 7,00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 70 030 | 160,03 | 2 305 | 193,88 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 71 370 | −17,53 | 2 349 | −6,90 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 128 268 | 9,44 | 4 221 | 23,71 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Family CFO Inc | 6 297 | 0,00 | 207 | 13,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 24 131 | 26,05 | 794 | 42,55 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 58 935 | −0,90 | 1 940 | 12,02 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 57 254 | 59,42 | 1 884 | 80,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 625 156 | 6,12 | 20 755 | 20,99 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 504 587 | 2,14 | 16 606 | 15,42 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 32 134 | 2,64 | 1 058 | 16,03 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 317 437 | −2,17 | 10 447 | 10,56 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 124 477 | −1,53 | 4 097 | 11,27 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 167 389 | 5,08 | 5 509 | 18,76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 031 995 | 23,35 | 66 873 | 39,41 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 92 149 | 20,35 | 3 | 50,00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 214 677 | 128,12 | 7 065 | 157,85 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 88 490 | −3,91 | 2 912 | 8,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 000 | 329 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 130 029 | 6,48 | 4 279 | 20,37 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 14 508 | 477 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 776 987 | 25,05 | 25 571 | 41,33 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 342 279 | 2,81 | 11 264 | 16,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 95 919 | 19,14 | 3 157 | 34,64 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 18 340 | 2,06 | 604 | 15,30 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 177 547 | −2,18 | 5 843 | 10,56 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 68 974 | 3,10 | 2 270 | 16,48 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 27 643 | 30,42 | 910 | 47,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 858 | 117,31 | 61 | 154,17 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 270 065 | −3,02 | 9 | 0,00 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2 890 | 0,00 | 95 | 13,10 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 67 280 | 4,95 | 2 214 | 18,65 | ||||
| 2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 10 429 | 1,34 | 343 | 14,72 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 60 400 | 139,68 | 1 988 | 171,08 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 473 731 | 1,07 | 13 795 | 10,77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 52 946 | 3,63 | 1 742 | 17,15 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 331 520 | 0,27 | 10 910 | 13,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44 496 | 21,18 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 580 | 0,00 | 19 | 18,75 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7 598 | 250 | ||||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 356 500 | −66,54 | 11 732 | −62,18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 | −7,41 | 7 | 0,00 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 79 551 | 9,75 | 2 618 | 24,08 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 998 879 | −1,94 | 33 133 | 11,39 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 20 271 | −8,11 | 694 | 13,96 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 7 667 | −17,20 | 252 | −6,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 280 | 0,00 | 9 | 28,57 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 112 826 | −16,58 | 3 713 | −5,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7 768 | −14,75 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6 287 | 207 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 37 738 | 1,47 | 1 242 | 14,70 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 321 | 43 | ||||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 6 935 | 0,00 | 228 | 13,43 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10 541 | 9,44 | 347 | 23,57 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 16 040 | −0,95 | 528 | 11,89 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 141 608 | 2,82 | 4 657 | 16,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 075 | −20,99 | 364 | −10,78 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21 474 | 58,20 | 707 | 78,73 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 257 | 0,00 | 41 | 13,89 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 83 522 | 2,17 | 2 749 | 26,52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 337 | 209 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7 123 | 0,00 | 234 | 13,04 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 320 | 0,00 | 11 | 11,11 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 21 215 | 17,76 | 698 | 33,21 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 145 578 | 1,85 | 4 791 | 15,09 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5 899 078 | −4,07 | 194 139 | 8,41 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 987 935 | 4,25 | 32 513 | 17,82 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11 658 | 20,43 | 384 | 36,30 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 192 | 1,62 | 39 | 14,71 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 136 966 | 4,35 | 4 508 | 17,92 | ||||
| 2025-08-14 | 13F | Betterment LLC | 315 470 | 6,64 | 10 | 25,00 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 62 979 | −0,67 | 2 073 | 12,24 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 829 989 | −3,80 | 27 315 | 8,72 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 13 865 | −39,56 | 456 | −31,63 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 12 415 | 1,76 | 409 | 14,93 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 553 | 216 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 15 216 | 0,02 | 501 | 12,87 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 54 456 | 1 792 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 40 381 | 50 376,25 | 1 329 | 14,58 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 517 | 17 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6 374 | −16,57 | 210 | −5,86 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 231 317 | 5,84 | 7 613 | 19,61 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 20 580 | 0,00 | 677 | 13,02 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 68 552 | −0,44 | 2 256 | 11,08 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 747 645 | −1,68 | 24 605 | 11,11 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 84 313 | 9,88 | 2 775 | 24,17 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3 770 | 0,00 | 124 | 13,76 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 100 | 0,00 | 36 | 12,50 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 135 214 | −22,87 | 4 450 | −12,85 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 858 564 | 12,96 | 28 255 | 27,67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 121 984 | 0,00 | 4 014 | 13,01 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 11 391 | −3,15 | 375 | 9,36 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 124 646 | 1,97 | 4 102 | 11,23 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 124 406 | 9,64 | 4 094 | 23,91 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 261 123 | −2,56 | 41 504 | 10,13 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 9 983 | 37,58 | 329 | 55,45 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 144 707 | −1,24 | 4 762 | 11,63 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 12 080 | 398 | ||||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 288 470 | 1,27 | 9 869 | 20,93 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 845 687 | 28 956 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 12 084 | 404 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14 632 | 1,77 | 489 | 17,87 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 273 930 | 3,18 | 9 015 | 16,61 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 183 768 | 7,09 | 6 048 | 21,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 279 | 39,84 | 470 | 57,91 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 410 030 | −5,05 | 13 494 | 7,31 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 444 756 | 0,51 | 14 637 | 13,58 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 136 150 | 2,77 | 4 481 | 16,15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 863 | 1 625,00 | 61 | 1 933,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6 060 | 0,00 | 176 | 0,00 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 237 336 | −8,92 | 7 811 | 2,94 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 161 349 | −13,86 | 5 315 | −2,57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9 997 | 39,94 | 329 | 58,17 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 498 | −0,31 | 773 | 12,68 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 91 246 | 16,99 | 3 003 | 44,88 | ||||
| 2025-07-09 | 13F | Emprise Bank | 106 693 | 206,77 | 3 511 | 246,94 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 581 | 52 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 222 934 | 10 376,22 | 7 337 | 34 833,33 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 366 291 | 6,27 | 12 055 | 20,10 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 71 665 | 1,60 | 2 358 | 14,86 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 10 384 | −31,53 | 342 | −22,68 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 14 434 | −12,85 | 475 | −1,45 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 371 377 | 1,84 | 12 222 | 15,10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 861 | 41,90 | 0 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 32 175 | −0,54 | 1 059 | 12,31 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 175 943 | −2,09 | 5 790 | 10,67 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5 611 | 1,83 | 185 | 15,00 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 15 224 | −12,12 | 501 | −0,60 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6 519 | −5,77 | 215 | 6,47 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56 240 | 0,11 | 1 851 | 13,15 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 19 585 | 7,16 | 645 | 21,05 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7 528 | 248 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 364 | 45 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 382 | 28,41 | 342 | 45,11 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6 868 | 226 | ||||||
| 2025-08-14 | 13F | Css Llc/il | 32 041 | −17,72 | 1 054 | −6,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 190 532 | 6,66 | 6 273 | 20,55 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 43 296 | 1,24 | 1 425 | 14,38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | −100,00 | 0 |
