2025-08-14 |
13F |
TT Capital Management LLC
|
|
|
|
39 928 |
|
891 |
|
|
2025-08-06 |
13F |
AE Wealth Management LLC
|
|
|
|
4 619 |
27,25 |
105 |
29,63 |
|
2025-08-01 |
13F |
Rossby Financial, LCC
|
|
|
|
251 |
0,00 |
6 |
0,00 |
|
2025-08-01 |
13F |
SYM FINANCIAL Corp
|
|
|
|
1 862 |
|
42 |
|
|
2025-07-28 |
13F |
Rosenberg Matthew Hamilton
|
|
|
|
34 909 |
745,05 |
795 |
763,04 |
|
2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares
|
|
|
|
18 585 |
0,00 |
224 |
5,19 |
|
2025-04-10 |
13F |
Retireful, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
7 336 297 |
−1,70 |
166 974 |
−0,39 |
|
2025-04-21 |
13F |
Ronald Blue Trust, Inc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-24 |
13F |
Copperwynd Financial, LLC
|
|
|
|
9 959 |
|
227 |
|
|
2025-08-28 |
NP |
EWX - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF
|
|
|
|
26 971 |
0,00 |
388 |
24,04 |
|
2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class
|
|
|
|
6 005 |
0,00 |
72 |
5,88 |
|
2025-08-05 |
13F |
Bank Of Montreal /can/
|
|
|
|
1 570 |
78,41 |
36 |
84,21 |
|
2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
65 |
−92,03 |
1 |
−94,44 |
|
2025-07-28 |
13F |
Essex LLC
|
|
|
|
173 710 |
66,28 |
3 954 |
68,50 |
|
2025-08-12 |
13F |
Howe & Rusling Inc
|
|
|
|
17 125 |
175,85 |
390 |
179,86 |
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
37 171 |
−8,65 |
846 |
−7,34 |
|
2025-07-09 |
13F |
Bank of New Hampshire
|
|
|
|
136 172 |
13,71 |
3 099 |
15,25 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
2 481 036 |
3,94 |
56 468 |
5,33 |
|
2025-05-12 |
13F |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
|
|
|
|
0 |
−100,00 |
0 |
−100,00 |
|
2025-08-12 |
13F |
Archer Investment Corp
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-19 |
13F |
Advisory Services Network, LLC
|
|
|
|
344 537 |
10,52 |
7 821 |
11,70 |
|
2025-07-16 |
13F |
St Germain D J Co Inc
|
|
|
|
0 |
−100,00 |
0 |
−100,00 |
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
31 256 |
−2,57 |
1 |
|
|
2025-06-26 |
NP |
DFAE - Dimensional Emerging Core Equity Market ETF
|
|
|
|
37 604 |
10,57 |
456 |
16,33 |
|
2025-08-04 |
13F |
Savvy Advisors, Inc.
|
|
|
|
9 999 |
|
228 |
|
|
2025-08-06 |
13F |
Rialto Wealth Management, LLC
|
|
|
|
4 572 |
0,00 |
104 |
1,96 |
|
2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
25 288 |
−34,19 |
1 |
|
|
2025-08-14 |
13F |
Smartleaf Asset Management LLC
|
|
|
|
10 |
0,00 |
0 |
|
|
2025-08-14 |
13F |
Warren Averett Asset Management, LLC
|
|
|
|
38 200 |
−17,36 |
869 |
−16,28 |
|
2025-07-22 |
13F |
White & Co Financial Planning Inc
|
|
|
|
328 078 |
0,51 |
7 438 |
1,64 |
|
2025-04-23 |
13F |
Mascagni Wealth Management, Inc.
|
|
|
|
0 |
−100,00 |
0 |
−100,00 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
1 188 |
2,77 |
27 |
8,00 |
|
2025-07-08 |
13F |
Parallel Advisors, LLC
|
|
|
|
131 |
−85,06 |
3 |
−89,47 |
|
2025-07-16 |
13F |
Perigon Wealth Management, LLC
|
|
|
|
14 297 |
0,70 |
325 |
2,20 |
|
2025-07-17 |
13F |
Wolff Wiese Magana Llc
|
|
|
|
67 |
|
2 |
|
|
2025-07-23 |
13F |
Citizens National Bank Trust Department
|
|
|
|
95 779 |
−1,08 |
2 180 |
0,23 |
|
2025-07-22 |
13F |
Iron Horse Wealth Management, LLC
|
|
|
|
970 |
0,00 |
22 |
4,76 |
|
2025-04-07 |
13F |
GoalVest Advisory LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-12 |
13F |
Tradition Wealth Management, LLC
|
|
|
|
14 372 |
−3,28 |
327 |
−1,80 |
|
2025-08-04 |
13F |
Atria Investments Llc
|
|
|
|
111 243 |
−14,87 |
2 532 |
−13,74 |
|
2025-04-29 |
13F |
Element Wealth, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
Lebenthal Global Advisors, LLC
|
|
|
|
19 742 |
|
449 |
|
|
2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
10 040 |
69,14 |
229 |
71,43 |
|
2025-08-25 |
NP |
SWJRX - Schwab Monthly Income Fund - Moderate Payout
|
|
|
|
54 688 |
14,26 |
1 245 |
15,83 |
|
2025-08-19 |
13F |
National Asset Management, Inc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-17 |
13F |
San Luis Wealth Advisors LLC
|
|
|
|
656 737 |
−21,37 |
15 |
−22,22 |
|
2025-08-04 |
13F |
Hantz Financial Services, Inc.
|
|
|
|
1 568 |
|
0 |
|
|
2025-07-15 |
13F |
Signet Financial Management, Llc
|
|
|
|
10 281 |
−91,86 |
234 |
−91,75 |
|
2025-08-14 |
13F |
Kovitz Investment Group Partners, LLC
|
|
|
|
28 089 |
|
639 |
|
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-04 |
13F |
Center for Financial Planning, Inc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-05-09 |
13F |
Delta Financial Group, Inc.
|
|
|
|
10 296 |
0,90 |
0 |
|
|
2025-07-09 |
13F |
Pacific Capital Wealth Advisors, Inc
|
|
|
|
24 761 |
−31,95 |
559 |
−31,70 |
|
2025-08-12 |
13F |
J.w. Cole Advisors, Inc.
|
|
|
|
14 391 |
|
328 |
|
|
2025-05-02 |
13F |
Armor Investment Advisors, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-05-14 |
13F |
Rockefeller Capital Management L.P.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
Pinnacle Family Advisors, LLC
|
|
|
|
48 911 |
1,67 |
1 113 |
3,06 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
1 190 |
−80,11 |
27 |
−79,85 |
|
2025-08-14 |
13F |
Old Mission Capital Llc
|
|
|
|
17 236 |
−9,20 |
392 |
−7,98 |
|
2025-07-25 |
13F |
Van Strum & Towne Inc.
|
|
|
|
146 398 |
2,29 |
3 332 |
3,67 |
|
2025-07-24 |
13F |
Costello Asset Management, INC
|
|
|
|
100 |
0,00 |
2 |
0,00 |
|
2025-07-24 |
13F |
Morton Brown Family Wealth, LLC
|
|
|
|
10 016 |
1,26 |
228 |
2,25 |
|
2025-08-06 |
13F |
Commonwealth Equity Services, Llc
|
|
|
|
59 874 |
15,81 |
1 |
0,00 |
|
2025-07-25 |
13F |
Mitchell Sinkler & Starr/pa
|
|
|
|
11 765 |
26,64 |
268 |
28,37 |
|
2025-08-07 |
13F |
PFG Advisors
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-06 |
13F |
Wedbush Securities Inc
|
|
|
|
14 804 |
−29,36 |
0 |
|
|
2025-07-16 |
13F |
Bestgate Wealth Advisors, LLC
|
|
|
|
35 158 |
0,00 |
790 |
0,00 |
|
2025-07-30 |
13F |
Strategic Blueprint, LLC
|
|
|
|
9 412 |
|
214 |
|
|
2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
211 015 |
−9,80 |
4 803 |
−8,60 |
|
2025-07-31 |
13F |
Guardian Financial Partners, LLC
|
|
|
|
10 535 |
5,06 |
240 |
6,22 |
|
2025-07-28 |
NP |
AVEM - Avantis Emerging Markets Equity ETF
|
|
|
|
55 898 |
0,00 |
771 |
38,92 |
|
2025-08-11 |
13F |
Aptus Capital Advisors, LLC
|
|
|
|
7 026 |
−0,65 |
160 |
0,63 |
|
2025-05-12 |
13F |
Independent Advisor Alliance
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-25 |
13F |
Concurrent Investment Advisors, LLC
|
|
|
|
13 596 |
|
309 |
|
|
2025-08-29 |
13F |
Total Investment Management Inc
|
|
|
|
216 |
|
5 |
|
|
2025-07-23 |
13F |
Godsey & Gibb Associates
|
|
|
|
1 062 |
0,00 |
24 |
4,35 |
|
2025-08-15 |
13F |
Asset Allocation Strategies LLC
|
|
|
|
20 630 |
−2,62 |
470 |
−1,26 |
|
2025-07-28 |
13F |
Patten & Patten Inc/tn
|
|
|
|
13 443 |
0,00 |
306 |
1,33 |
|
2025-07-31 |
13F |
Rational Advisors Llc
|
|
|
|
551 209 |
43,34 |
12 546 |
45,26 |
|
2025-08-08 |
13F |
Sculati Wealth Management, LLC
|
|
|
|
50 258 |
−40,04 |
1 144 |
−39,27 |
|
2025-07-09 |
13F |
Christopher J. Hasenberg, Inc
|
|
|
|
511 211 |
|
11 635 |
|
|
2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
121 243 |
1,50 |
2 759 |
2,87 |
|
2025-08-28 |
NP |
GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares
|
|
|
|
90 925 |
−4,79 |
2 069 |
−3,50 |
|
2025-07-23 |
13F |
Prime Capital Investment Advisors, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-28 |
13F |
Harbour Investments, Inc.
|
|
|
|
6 634 |
−51,92 |
151 |
−51,46 |
|
2025-08-06 |
13F |
North Capital, Inc.
|
|
|
|
25 |
0,00 |
1 |
|
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
10 911 |
53,09 |
248 |
55,00 |
|
2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
260 865 |
−6,79 |
5 937 |
−5,55 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
6 120 |
−3,00 |
0 |
|
|
2025-05-15 |
13F |
Windsor Advisory Group, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-05-14 |
13F |
Valtinson Bruner Financial Planning LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-15 |
13F |
MCF Advisors LLC
|
|
|
|
1 356 |
0,00 |
31 |
0,00 |
|
2025-08-14 |
13F |
Guardian Wealth Advisors, Llc / Nc
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-10 |
13F |
Mogy Joel R Investment Counsel Inc
|
|
|
|
53 |
|
1 |
|
|
2025-07-29 |
13F |
Clearview Wealth Advisors LLC
|
|
|
|
9 410 |
−1,01 |
214 |
0,47 |
|
2025-08-12 |
13F |
Coldstream Capital Management Inc
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-28 |
NP |
AVEEX - Avantis Emerging Markets Equity Fund Institutional Class
|
|
|
|
8 677 |
0,00 |
120 |
38,37 |
|
2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
20 866 |
106,80 |
475 |
109,73 |
|
2025-08-15 |
13F |
Semmax Financial Advisors Inc.
|
|
|
|
181 557 |
2,54 |
4 130 |
5,04 |
|
2025-08-12 |
13F |
RiverFront Investment Group, LLC
|
|
|
|
8 366 590 |
−1,04 |
190 424 |
0,29 |
|
2025-08-12 |
13F |
Wealthbridge Capital Management, Llc
|
|
|
|
19 756 |
−2,05 |
450 |
−0,88 |
|
2025-07-17 |
13F |
Charles Schwab Trust Co
|
|
|
|
430 440 |
−3,71 |
9 797 |
−2,42 |
|
2025-07-28 |
NP |
AVEE - Avantis Emerging Markets Small Cap Equity ETF
|
|
|
|
1 914 |
71,97 |
26 |
136,36 |
|
2025-08-08 |
13F |
Capital Investment Advisory Services, LLC
|
|
|
|
373 |
0,00 |
8 |
0,00 |
|
2025-08-15 |
13F |
WFA of San Diego, LLC
|
|
|
|
96 730 |
133,41 |
2 202 |
15,12 |
|
2025-08-13 |
13F |
Continuum Advisory, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-06-30 |
NP |
VFSNX - Vanguard FTSE All-World ex-US Small-Cap Index Fund Institutional Shares
|
|
|
|
184 455 |
22,57 |
2 239 |
29,29 |
|
2025-07-07 |
13F |
Investors Research Corp
|
|
|
|
36 |
0,00 |
1 |
|
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
77 651 |
8,61 |
1 767 |
10,09 |
|
2025-08-12 |
13F |
CIBC Private Wealth Group, LLC
|
|
|
|
824 |
−88,34 |
19 |
−88,39 |
|
2025-08-07 |
13F |
1620 Investment Advisors, Inc.
|
|
|
|
4 772 |
0,00 |
109 |
0,93 |
|
2025-08-14 |
13F |
Wiley Bros.-aintree Capital, Llc
|
|
|
|
22 712 |
1,45 |
517 |
−2,64 |
|
2025-07-24 |
13F |
Blair William & Co/il
|
|
|
|
135 174 |
27,28 |
3 077 |
28,97 |
|
2025-08-12 |
13F |
Coston, McIsaac & Partners
|
|
|
|
545 |
−33,05 |
0 |
|
|
2025-07-01 |
13F |
Harbor Investment Advisory, Llc
|
|
|
|
2 386 |
0,00 |
54 |
1,89 |
|
2025-08-04 |
13F |
Bristlecone Advisors, LLC
|
|
|
|
12 807 |
1,27 |
291 |
2,46 |
|
2025-08-28 |
NP |
QCSTRX - Stock Account Class R1
|
|
|
|
17 420 |
0,00 |
251 |
24,38 |
|
2025-05-21 |
13F/A |
Geneos Wealth Management Inc.
|
|
|
|
2 929 |
946,07 |
66 |
983,33 |
|
2025-08-12 |
13F |
Steward Partners Investment Advisory, Llc
|
|
|
|
2 |
−99,98 |
0 |
−100,00 |
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
1 074 |
|
24 |
|
|
2025-07-28 |
NP |
AVSE - Avantis Responsible Emerging Markets Equity ETF
|
|
|
|
2 315 |
5,37 |
32 |
47,62 |
|
2025-08-07 |
13F |
Parkside Financial Bank & Trust
|
|
|
|
18 |
0,00 |
0 |
|
|
2025-07-08 |
13F |
Zrc Wealth Management, Llc
|
|
|
|
1 116 |
0,00 |
25 |
0,00 |
|
2025-07-21 |
13F |
Andina Capital Management, LLC
|
|
|
|
133 495 |
−14,05 |
3 038 |
−12,90 |
|
2025-07-30 |
13F |
Crewe Advisors LLC
|
|
|
|
192 |
|
4 |
|
|
2025-08-11 |
13F |
Cornerstone Planning Group LLC
|
|
|
|
13 |
8,33 |
0 |
|
|
2025-07-28 |
13F |
Mutual Advisors, LLC
|
|
|
|
165 888 |
9,03 |
3 762 |
10,45 |
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
1 072 477 |
−0,88 |
24 410 |
0,44 |
|
2025-08-15 |
13F |
CI Private Wealth, LLC
|
|
|
|
37 984 |
154,82 |
865 |
158,68 |
|
2025-07-16 |
13F |
American National Bank
|
|
|
|
52 372 |
49,96 |
1 192 |
51,91 |
|
2025-08-13 |
13F |
Certior Financial Group, Llc
|
|
|
|
66 819 |
4,55 |
1 521 |
5,92 |
|
2025-08-06 |
13F |
First Horizon Advisors, Inc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-12 |
13F |
OneAscent Financial Services LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-04 |
13F |
HBK Sorce Advisory LLC
|
|
|
|
9 410 |
|
214 |
|
|
2025-08-08 |
13F |
Gts Securities Llc
|
|
|
|
16 569 |
−37,58 |
377 |
−36,74 |
|
2025-07-31 |
13F |
Moser Wealth Advisors, LLC
|
|
|
|
1 431 |
|
33 |
|
|
2025-07-18 |
13F |
Bartlett & Co. Wealth Management Llc
|
|
|
|
4 504 |
−82,81 |
103 |
−82,65 |
|
2025-04-15 |
13F |
Transform Wealth, LLC
|
|
|
|
33 420 |
−45,07 |
751 |
−44,11 |
|
2025-08-13 |
13F |
Fisher Asset Management, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-13 |
13F |
Johnson Financial Group, Inc.
|
|
|
|
12 |
|
0 |
|
|
2025-08-04 |
13F |
Assetmark, Inc
|
|
|
|
91 845 |
−4,16 |
2 090 |
−2,88 |
|
2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
197 |
−71,45 |
4 |
−73,33 |
|
2025-07-30 |
13F |
Brookstone Capital Management
|
|
|
|
19 085 |
|
434 |
|
|
2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
461 669 |
60,32 |
10 508 |
62,47 |
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
69 877 |
−4,64 |
1 590 |
−3,34 |
|
2025-05-14 |
13F |
Summit Financial Wealth Advisors, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-15 |
13F |
Gunma Bank,Ltd.
|
|
|
|
580 000 |
0,00 |
13 |
0,00 |
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
18 280 |
23,81 |
416 |
25,68 |
|
2025-06-30 |
NP |
VGTSX - Vanguard Total International Stock Index Fund Investor Shares
|
|
|
|
808 160 |
26,38 |
9 808 |
33,35 |
|
2025-06-26 |
NP |
DFAX - Dimensional World ex U.S. Core Equity 2 ETF
|
|
|
|
13 830 |
0,00 |
168 |
5,03 |
|
2025-05-13 |
13F |
CacheTech Inc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
90 162 |
8,74 |
2 052 |
10,20 |
|
2025-07-28 |
13F |
Eq Wealth Advisors, Llc
|
|
|
|
7 776 |
0,00 |
177 |
1,15 |
|
2025-08-25 |
NP |
SWLRX - Schwab Monthly Income Fund - Maximum Payout
|
|
|
|
232 790 |
1,14 |
5 298 |
2,50 |
|
2025-05-16 |
13F |
Coppell Advisory Solutions LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
38 850 |
14,52 |
873 |
16,58 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
367 337 |
16,78 |
8 361 |
18,35 |
|
2025-07-28 |
NP |
AVXC - Avantis Emerging Markets ex-China Equity ETF
|
|
|
|
606 |
0,00 |
8 |
33,33 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
1 109 064 |
−3,89 |
25 242 |
−2,61 |
|
2025-06-26 |
NP |
DFSE - Dimensional Emerging Markets Sustainability Core 1 ETF
|
|
|
|
1 272 |
0,00 |
15 |
7,14 |
|
2025-08-06 |
13F |
Legacy Wealth Managment, LLC/ID
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
Destination Wealth Management
|
|
|
|
8 950 |
|
204 |
|
|
2025-08-14 |
13F |
Money Concepts Capital Corp
|
|
|
|
19 571 |
54,10 |
445 |
56,14 |
|
2025-04-30 |
13F |
Cerity Partners LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
22 098 |
2,88 |
503 |
4,15 |
|
2025-08-05 |
13F |
Main Street Research LLC
|
|
|
|
26 009 |
63,54 |
592 |
65,55 |
|
2025-08-01 |
13F |
Integral Investment Advisors, Inc.
|
|
|
|
49 159 |
−0,17 |
1 119 |
1,08 |
|
2025-08-06 |
13F |
Savant Capital, LLC
|
|
|
|
61 303 |
−9,54 |
1 395 |
−8,34 |
|
2025-08-14 |
13F |
Cascades Capital Asset Management, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-28 |
13F |
WealthPlan Investment Management, LLC
|
|
|
|
17 642 |
−0,99 |
402 |
0,25 |
|
2025-08-08 |
13F |
Bouchey Financial Group Ltd
|
|
|
|
1 268 234 |
11,98 |
28 865 |
13,48 |
|
2025-08-29 |
NP |
EPI - WisdomTree India Earnings Fund N/A
|
|
|
|
235 084 |
2,50 |
3 381 |
27,26 |
|
2025-06-26 |
NP |
Dfa Investment Trust Co - The Emerging Markets Small Cap Series
|
|
|
|
100 071 |
0,00 |
1 205 |
5,06 |
|
2025-08-11 |
13F |
Pin Oak Investment Advisors Inc
|
|
|
|
3 958 |
|
0 |
|
|
2025-07-14 |
13F/A |
Seek First Inc.
|
|
|
|
184 788 |
11,00 |
4 206 |
12,46 |
|
2025-08-28 |
NP |
SPEM - SPDR(R) Portfolio Emerging Markets ETF
|
|
|
|
86 316 |
8,74 |
1 241 |
35,04 |
|
2025-07-25 |
NP |
EEMS - iShares MSCI Emerging Markets Small-Cap ETF
|
|
|
|
11 210 |
|
155 |
|
|
2025-08-04 |
13F |
Spire Wealth Management
|
|
|
|
782 |
−24,00 |
18 |
−26,09 |
|
2025-07-23 |
13F |
Valmark Advisers, Inc.
|
|
|
|
20 256 |
0,00 |
461 |
1,54 |
|
2025-07-17 |
13F |
Sound Income Strategies, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
82 217 |
|
1 871 |
|
|
2025-07-22 |
13F |
Joule Financial, LLC
|
|
|
|
25 325 |
0,00 |
576 |
1,41 |
|
2025-08-14 |
13F |
Camden Capital, LLC
|
|
|
|
13 023 |
1,28 |
296 |
2,78 |
|
2025-06-26 |
NP |
HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF
|
|
|
|
369 138 |
−39,49 |
8 283 |
−38,89 |
|
2025-08-04 |
13F |
AlphaStar Capital Management, LLC
|
|
|
|
203 747 |
|
4 637 |
|
|
2025-08-15 |
13F |
Binnacle Investments Inc
|
|
|
|
746 |
|
17 |
|
|
2025-07-21 |
13F |
Creative Capital Management Investments LLC
|
|
|
|
16 |
0,00 |
0 |
|
|
2025-07-24 |
13F |
Beacon Bridge Wealth Partners, LLC
|
|
|
|
120 656 |
−5,35 |
2 746 |
−4,09 |
|
2025-08-12 |
13F |
Founders Financial Alliance, LLC
|
|
|
|
244 |
0,00 |
6 |
0,00 |
|
2025-08-12 |
13F |
O'shaughnessy Asset Management, Llc
|
|
|
|
63 |
−52,27 |
1 |
−50,00 |
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
209 045 |
0,22 |
4 758 |
1,56 |
|
2025-08-08 |
13F |
Kaizen Financial Strategies
|
|
|
|
313 304 |
2,93 |
7 131 |
4,30 |
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
91 |
0,00 |
2 |
0,00 |
|
2025-09-10 |
13F |
WT Wealth Management
|
|
|
|
338 085 |
−2,90 |
7 695 |
−1,61 |
|
2025-08-07 |
13F |
CENTRAL TRUST Co
|
|
|
|
50 |
−93,73 |
1 |
−97,22 |
|
2025-08-11 |
13F |
Hexagon Capital Partners LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-12 |
13F |
AlphaCore Capital LLC
|
|
|
|
803 |
|
18 |
|
|
2025-07-14 |
13F |
Signature Securities Group Corporation
|
|
|
|
26 126 |
−18,06 |
595 |
−17,04 |
|
2025-08-14 |
13F |
EP Wealth Advisors, Inc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-21 |
13F |
Crews Bank & Trust
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-28 |
13F |
Kiker Wealth Management, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-05 |
13F |
Prosperity Wealth Management, Inc.
|
|
|
|
23 020 |
|
524 |
|
|
2025-08-06 |
13F |
Valued Wealth Advisors LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-14 |
13F |
Sowell Financial Services LLC
|
|
|
|
9 108 |
−7,93 |
207 |
−6,76 |
|
2025-07-30 |
13F |
Gables Capital Management Inc.
|
|
|
|
1 378 |
0,00 |
31 |
3,33 |
|
2025-07-17 |
13F/A |
Capital Investment Advisors, LLC
|
|
|
|
12 178 |
31,51 |
277 |
33,82 |
|
2025-07-22 |
13F |
DAVENPORT & Co LLC
|
|
|
|
22 770 |
−4,29 |
518 |
−3,00 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
39 259 |
67,45 |
893 |
69,77 |
|
2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
13 127 |
21,42 |
0 |
|
|
2025-08-13 |
13F |
GeoWealth Management, LLC
|
|
|
|
56 795 |
−3,75 |
1 293 |
−2,49 |
|
2025-08-05 |
13F |
Key FInancial Inc
|
|
|
|
157 |
0,00 |
4 |
0,00 |
|
2025-08-13 |
13F |
Lido Advisors, LLC
|
|
|
|
18 198 |
|
414 |
|
|
2025-06-26 |
NP |
DFCEX - Emerging Markets Core Equity Portfolio - Institutional Class
|
|
|
|
258 747 |
0,00 |
3 115 |
5,10 |
|
2025-08-13 |
13F |
MONECO Advisors, LLC
|
|
|
|
13 401 |
0,50 |
305 |
2,01 |
|
2025-07-14 |
13F |
AdvisorNet Financial, Inc
|
|
|
|
179 |
|
4 |
|
|
2025-07-30 |
13F |
Forum Financial Management, LP
|
|
|
|
11 211 |
0,00 |
255 |
1,59 |
|
2025-05-14 |
13F |
Jane Street Group, Llc
|
|
|
|
7 677 664 |
22 184,46 |
172 440 |
22 589,47 |
|
2025-08-04 |
13F |
Creative Financial Designs Inc /adv
|
|
|
|
24 658 |
27,61 |
561 |
29,56 |
|
2025-06-30 |
NP |
VT - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
42 301 |
110,99 |
513 |
123,04 |
|
2025-07-24 |
13F |
Bernard Wealth Management Corp.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-04 |
13F |
Kovack Advisors, Inc.
|
|
|
|
8 829 |
|
201 |
|
|
2025-07-24 |
13F |
Us Bancorp \de\
|
|
|
|
303 |
51,50 |
7 |
50,00 |
|
2025-07-07 |
13F |
Bangor Savings Bank
|
|
|
|
1 671 |
0,00 |
38 |
2,70 |
|
2025-08-08 |
13F |
Kingsview Wealth Management, LLC
|
|
|
|
13 084 |
19,50 |
298 |
21,22 |
|
2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class
|
|
|
|
3 908 |
0,00 |
47 |
6,82 |
|
2025-07-15 |
13F |
Christensen, King & Associates Investment Services, Inc.
|
|
|
|
24 239 |
2,83 |
552 |
4,55 |
|
2025-06-26 |
NP |
DFEM - Dimensional Emerging Markets Core Equity 2 ETF
|
|
|
|
58 477 |
0,00 |
709 |
5,19 |
|
2025-08-15 |
13F |
Captrust Financial Advisors
|
|
|
|
7 243 804 |
14,43 |
164 869 |
15,96 |
|
2025-08-08 |
13F |
Advisors Capital Management, LLC
|
|
|
|
62 077 |
−0,18 |
1 413 |
1,15 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
376 683 |
58,70 |
8 572 |
60,78 |
|
2025-04-22 |
13F |
Synergy Financial Management, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
DecisionPoint Financial, LLC
|
|
|
|
128 121 |
−12,14 |
2 904 |
−11,33 |
|
2025-07-28 |
NP |
AVES - Avantis Emerging Markets Value ETF
|
|
|
|
7 929 |
0,00 |
109 |
39,74 |
|
2025-07-18 |
13F |
Client 1st Advisory Group, Llc
|
|
|
|
11 000 |
−7,86 |
250 |
−6,72 |
|
2025-04-14 |
13F |
RWM Asset Management, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-04-22 |
13F |
Castleview Partners, Llc
|
|
|
|
0 |
−100,00 |
0 |
−100,00 |
|
2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
219 592 |
−14,53 |
4 998 |
−13,40 |
|
2025-07-15 |
13F |
Fifth Third Bancorp
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-23 |
13F |
Madden Advisory Services, Inc.
|
|
|
|
141 040 |
10,34 |
3 210 |
11,85 |
|
2025-07-14 |
13F |
Hoey Investments, Inc
|
|
|
|
2 040 |
|
46 |
|
|
2025-07-15 |
13F |
Td Private Client Wealth Llc
|
|
|
|
374 |
−5,56 |
9 |
0,00 |
|
2025-07-16 |
13F |
Highline Wealth Partners Llc
|
|
|
|
176 |
|
4 |
|
|
2025-04-22 |
13F |
Nilsine Partners, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
Vident Advisory, LLC
|
|
|
|
313 031 |
36,04 |
7 125 |
37,87 |
|
2025-07-31 |
13F |
CVA Family Office, LLC
|
|
|
|
2 091 |
−8,33 |
48 |
−7,84 |
|
2025-08-13 |
13F |
Congress Wealth Management LLC / DE /
|
|
|
|
20 859 |
0,22 |
475 |
1,72 |
|
2025-08-01 |
13F |
McCarthy Grittinger Financial Group, LLC
|
|
|
|
3 118 |
0,00 |
71 |
0,00 |
|
2025-07-17 |
13F |
Global Trust Asset Management, LLC
|
|
|
|
15 500 |
|
353 |
|
|
2025-08-04 |
13F |
Capital Performance Advisors Llp
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-06-30 |
NP |
VEIEX - Vanguard Emerging Markets Stock Index Fund Investor Shares
|
|
|
|
643 230 |
17,09 |
7 807 |
23,55 |
|
2025-08-13 |
13F |
Flow Traders U.s. Llc
|
|
|
|
165 144 |
1 039,79 |
4 |
|
|
2025-07-10 |
13F |
Peoples Bank/KS
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-25 |
13F |
Envestnet Portfolio Solutions, Inc.
|
|
|
|
13 484 |
5,20 |
307 |
6,62 |
|
2025-07-17 |
13F |
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
73 616 |
0,54 |
1 676 |
1,89 |
|
2025-08-13 |
13F |
Transce3nd, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-14 |
13F |
Cibc World Markets Corp
|
|
|
|
48 703 |
50,06 |
1 108 |
52,20 |
|
2025-08-11 |
13F |
Citigroup Inc
|
|
|
|
26 397 |
139,71 |
601 |
142,91 |
|
2025-07-25 |
NP |
SMIN - iShares MSCI India Small-Cap ETF
|
|
|
|
101 211 |
66,16 |
1 397 |
130,74 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
49 751 |
96,75 |
1 132 |
99,65 |
|
2025-07-17 |
13F |
Janney Montgomery Scott LLC
|
|
|
|
832 249 |
−0,28 |
19 |
0,00 |
|
2025-07-25 |
13F |
Sequoia Financial Advisors, LLC
|
|
|
|
15 740 |
−26,69 |
358 |
−25,73 |
|
2025-07-08 |
13F/A |
Salem Investment Counselors Inc
|
|
|
|
538 |
0,00 |
12 |
0,00 |
|
2025-08-25 |
NP |
SWKRX - Schwab Monthly Income Fund - Enhanced Payout
|
|
|
|
87 963 |
0,00 |
2 002 |
1,37 |
|
2025-08-12 |
13F |
XTX Topco Ltd
|
|
|
|
8 847 |
|
201 |
|
|
2025-07-25 |
13F |
NorthRock Partners, LLC
|
|
|
|
9 047 |
258,16 |
206 |
266,07 |
|
2025-06-26 |
NP |
DAADX - Emerging Markets ex China Core Equity Portfolio Institutional Class
|
|
|
|
12 869 |
0,00 |
155 |
4,76 |
|
2025-05-07 |
13F |
Spectrum Wealth Counsel, LLC
|
|
|
|
913 |
0,00 |
21 |
0,00 |
|
2025-07-17 |
13F |
Wagner Wealth Management, Llc
|
|
|
|
11 |
−93,71 |
0 |
−100,00 |
|
2025-07-15 |
13F |
Financial Management Professionals, Inc.
|
|
|
|
140 |
0,00 |
3 |
0,00 |
|
2025-07-10 |
13F |
Selective Wealth Management, Inc.
|
|
|
|
15 435 |
0,14 |
349 |
3,57 |
|
2025-05-22 |
13F |
Mattson Financial Services, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-05-13 |
13F |
Adams Wealth Management
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-13 |
13F |
Capital Analysts, Inc.
|
|
|
|
14 334 |
0,20 |
0 |
|
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
1 990 |
−28,00 |
45 |
−26,23 |
|
2025-08-14 |
13F |
Peapack Gladstone Financial Corp
|
|
|
|
9 332 |
|
0 |
|
|
2025-07-08 |
13F |
Nbc Securities, Inc.
|
|
|
|
4 275 |
|
0 |
|
|
2025-08-11 |
13F |
Rothschild Investment Llc
|
|
|
|
242 |
0,00 |
6 |
0,00 |
|
2025-08-18 |
13F/A |
National Bank Of Canada /fi/
|
|
|
|
14 047 |
9,68 |
318 |
11,58 |
|
2025-07-29 |
13F |
Salomon & Ludwin, LLC
|
|
|
|
368 |
211,86 |
8 |
300,00 |
|
2025-08-28 |
NP |
SSGVX - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
|
|
|
12 239 |
|
176 |
|
|
2025-07-16 |
13F |
Signaturefd, Llc
|
|
|
|
3 655 |
−19,65 |
83 |
−18,63 |
|
2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
45 800 |
|
1 042 |
|
|
2025-08-12 |
13F |
Change Path, LLC
|
|
|
|
62 636 |
−5,91 |
1 426 |
−4,68 |
|
2025-04-16 |
13F |
NorthCrest Asset Manangement, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-09 |
13F |
Taddei, Ludwig & Associates, Inc.
|
|
|
|
556 055 |
0,21 |
12 656 |
1,55 |
|
2025-08-04 |
13F |
Integrity Alliance, Llc.
|
|
|
|
68 989 |
−55,53 |
1 570 |
−54,94 |
|
2025-08-14 |
13F |
FC Advisory LLC
|
|
|
|
17 661 |
0,20 |
402 |
1,52 |
|
2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares
|
|
|
|
12 850 |
0,00 |
155 |
4,76 |
|
2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
5 479 |
|
125 |
|
|
2025-08-08 |
13F |
Avantax Advisory Services, Inc.
|
|
|
|
12 788 |
11,90 |
291 |
13,67 |
|
2025-05-14 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
L2 Asset Management, LLC
|
|
|
|
651 801 |
2,61 |
14 835 |
3,98 |
|
2025-07-16 |
13F |
Colton Groome Financial Advisors, Llc
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-07-22 |
13F |
Berkshire Money Management, Inc.
|
|
|
|
1 699 |
|
39 |
|
|
2025-07-10 |
13F |
Signal Advisors Wealth, LLC
|
|
|
|
11 512 |
|
262 |
|
|
2025-08-28 |
NP |
SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
1 123 |
0,00 |
16 |
23,08 |
|
2025-07-29 |
13F |
Koshinski Asset Management, Inc.
|
|
|
|
30 107 |
−0,08 |
685 |
1,33 |
|
2025-04-24 |
13F |
Decker Retirement Planning Inc.
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-14 |
13F |
Cito Capital Group, LLC
|
|
|
|
20 000 |
0,00 |
0 |
|
|
2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
38 554 |
−0,76 |
877 |
0,57 |
|
2025-07-29 |
NP |
VSGX - Vanguard ESG International Stock ETF ETF Shares
|
|
|
|
9 631 |
|
133 |
|
|
2025-05-14 |
13F |
Truvestments Capital Llc
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-06 |
13F |
Golden State Wealth Management, LLC
|
|
|
|
18 |
0,00 |
0 |
|
|
2025-08-14 |
13F |
Sunbelt Securities, Inc.
|
|
|
|
134 |
|
3 |
|
|
2025-08-14 |
13F |
Mercer Global Advisors Inc /adv
|
|
|
|
25 212 |
−35,62 |
574 |
−34,81 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
53 882 |
−5,39 |
1 219 |
−4,77 |
|
2025-07-18 |
13F |
PFG Investments, LLC
|
|
|
|
10 475 |
0,01 |
238 |
1,28 |
|
2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
4 417 |
−38,99 |
101 |
−37,11 |
|
2025-06-26 |
NP |
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class
|
|
|
|
5 116 |
0,00 |
62 |
5,17 |
|
2025-08-07 |
13F |
Addison Advisors LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|
2025-08-11 |
13F |
Brown Brothers Harriman & Co
|
|
|
|
57 |
|
1 |
|
|
2025-08-05 |
13F |
Huntington National Bank
|
|
|
|
|
|
4 |
−40,00 |
|
2025-06-26 |
NP |
DEXC - Dimensional Emerging Markets ex China Core Equity ETF
|
|
|
|
3 255 |
26,46 |
39 |
34,48 |
|
2025-08-14 |
13F |
CIBC World Markets Inc.
|
|
|
|
31 500 |
0,00 |
717 |
1,27 |
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
2 772 |
−2,81 |
63 |
0,00 |
|
2025-08-05 |
13F |
GPS Wealth Strategies Group, LLC
|
|
|
|
1 052 |
0,10 |
24 |
0,00 |
|
2025-08-05 |
13F |
Arrowroot Family Office, LLC
|
|
|
|
111 809 |
73,95 |
2 545 |
79,41 |
|
2025-08-05 |
13F |
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
27 638 |
15,01 |
1 |
|
|
2025-07-16 |
13F |
Prairiewood Capital, LLC
|
|
|
|
100 984 |
27,57 |
2 298 |
29,32 |
|
2025-08-08 |
13F |
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
8 250 |
−17,96 |
0 |
|
|
2025-05-20 |
13F/A |
Colony Group, LLC
|
|
|
|
0 |
−100,00 |
0 |
|
|