Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis International Small Cap Value ETF inkluderar AlphaCore Capital LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Beta Wealth Group, Inc., Per Stirling Capital Management, LLC., Blue Investment Partners LLC, Hill Island Financial Llc, Leibman Financial Services, Inc., Northwest & Ethical Investments L.P., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, AllGen Financial Advisors, Inc., Arete Wealth Advisors, LLC, CAPROCK Group, Inc., Tru Independence Asset Management 2, Llc, Trademark Financial Management, LLC, Bragg Financial Advisors, Inc, Seeds Investor Llc, Victory Financial Group, Llc, Tempus Wealth Planning, LLC, VisionPoint Advisory Group, LLC, och Northern Trust Corp .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Morgan Stanley | 657 106 | 46,51 | 52 095 | 66,55 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 213 170 | 2,07 | 17 094 | 32,53 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 82 279 | 6 523 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 120 620 | 10,39 | 9 563 | 25,49 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 440 807 | 0,58 | 34 947 | 14,34 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 261 061 | 1,50 | 20 697 | 15,38 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 138 948 | 112,46 | 11 016 | 141,56 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 158 | 13 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 7 776 974 | 25,65 | 613 293 | 40,51 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 15 830 | 48,22 | 1 255 | 68,68 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 34 483 | 14,86 | 2 734 | 30,58 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 10 064 | 0,03 | 798 | 13,69 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 29 500 | 2 339 | ||||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 55 606 | 24,88 | 4 408 | 41,96 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 4 750 | 6,57 | 377 | 21,29 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 25 200 | 1 998 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 1 264 280 | 5 474,92 | 100 232 | 6 239,78 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 463 992 | 12,64 | 36 785 | 28,05 | ||||
2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 86 252 | 7,95 | 6 674 | 23,80 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1 811 931 | 9,16 | 143 650 | 24,09 | ||||
2025-08-14 | 13F | Comerica Bank | 6 213 | 168,15 | 493 | 205,59 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2 847 | 226 | ||||||
2025-08-12 | 13F | Cowa, Llc | 65 392 | 8,96 | 5 187 | 23,94 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 52 792 | 0,15 | 4 185 | 13,85 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 20 832 | 140,72 | 1 652 | 173,80 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 448 149 | 1,05 | 31 254 | 8,29 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 10 983 707 | 2,28 | 870 788 | 16,27 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 300 | 24 | ||||||
2025-07-16 | 13F | Signaturefd, Llc | 6 | 0 | ||||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2 455 994 | 0,98 | 194 711 | 14,80 | ||||
2025-07-28 | NP | AVNV - Avantis All International Markets Value ETF | 111 837 | 661,57 | 8 654 | 774,04 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 30 077 | 32,74 | 2 385 | 50,89 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 18 893 | 24,49 | 2 | 0,00 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 125 485 | 2,58 | 9 948 | 16,61 | ||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 54 615 | 0,38 | 4 330 | 14,10 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2 837 | 1,21 | 225 | 14,87 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 967 | 156 | ||||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 320 652 | 0,77 | 25 421 | 14,56 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 153 583 | 0,51 | 12 176 | 14,26 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 14 880 | 9,03 | 1 180 | 23,97 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 410 202 | 32 521 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 1 317 162 | 0,57 | 104 425 | 14,33 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 69 302 | 4,54 | 5 494 | 18,84 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 5 093 | 16,20 | 404 | 32,13 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 228 | 18 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 17 | 1 | ||||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 12 122 | 3,06 | 961 | 17,20 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 3 807 743 | 5,73 | 301 871 | 20,19 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 674 075 | 1,65 | 53 441 | 15,56 | ||||
2025-08-12 | 13F | Pfc Capital Group, Inc. | 15 120 | 112,27 | 1 | |||||
2025-08-04 | 13F | Assetmark, Inc | 533 | 255,33 | 42 | 320,00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 78 836 | 0,76 | 6 243 | 14,91 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 18 934 | 2,10 | 1 588 | 17,98 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 86 493 | 3,67 | 6 857 | 17,86 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 27 438 | 97,17 | 2 175 | 124,23 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 170 192 | 10,30 | 13 493 | 25,39 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 70 472 | 1 354,83 | 5 587 | 1 557,86 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2 776 | 225 | ||||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 49 135 | 6,28 | 3 895 | 20,81 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 473 118 | 38 | ||||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3 857 | 0,70 | 306 | 14,23 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 8 016 | 636 | ||||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 601 | 48 | ||||||
2025-07-07 | 13F | Shotwell Rutter Baer Inc | 2 531 | 203 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 388 265 | 46,38 | 30 782 | 66,41 | ||||
2025-08-11 | 13F | Citigroup Inc | 85 | 4 150,00 | 7 | |||||
2025-08-13 | 13F | Victory Financial Group, Llc | 5 002 | 397 | ||||||
2025-07-08 | 13F | Apella Capital, LLC | 422 074 | 10,83 | 33 445 | 31,89 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 87 600 | 6 945 | ||||||
2025-07-17 | 13F | Symmetry Partners, LLC | 82 655 | 23,92 | 6 553 | 40,87 | ||||
2025-08-14 | 13F | UBS Group AG | 109 147 | 177,27 | 8 653 | 215,23 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 39 026 | 15,63 | 3 094 | 31,45 | ||||
2025-08-13 | 13F | JRM Investment Counsel, LLC | 145 529 | 5,77 | 11 538 | 20,24 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 4 049 | 1,40 | 321 | 15,47 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 478 | 3,44 | 355 | 17,94 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 608 | 48 | ||||||
2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 111 403 | 6,94 | 8 832 | 21,59 | ||||
2025-08-14 | 13F | Destination Wealth Management | 3 401 | 270 | ||||||
2025-07-29 | 13F | Swmg, Llc | 2 779 | 225 | ||||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 78 420 | 1,22 | 6 217 | 15,09 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2 596 | 206 | ||||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 103 662 | 103,39 | 8 218 | 131,23 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 26 677 | 320,44 | 2 115 | 413,11 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 6 186 | 19,44 | 490 | 35,73 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 17 302 | 52,80 | 1 372 | 73,76 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 10 255 | 14,84 | 813 | 30,71 | ||||
2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 197 255 | 10,05 | 15 264 | 26,19 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 31 207 | 7,24 | 2 474 | 21,93 | ||||
2025-08-12 | 13F | LPL Financial LLC | 858 900 | 4,30 | 68 094 | 18,56 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 302 162 | 3,46 | 23 955 | 17,61 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 11 942 | 56,86 | 947 | 78,49 | ||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 29 179 | 36,05 | 2 313 | 54,72 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 389 418 | 0,08 | 30 873 | 13,77 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 376 | 1 532,84 | 347 | 1 822,22 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 10 860 | 0,93 | 861 | 14,67 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 53 355 | 3,05 | 4 230 | 17,15 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 175 217 | 0,64 | 13 891 | 21,15 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 623 192 | 0,39 | 128 687 | 14,12 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 249 | 141,31 | 178 | 178,13 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 162 | 14 | ||||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 10 407 | 250,52 | 825 | 298,55 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 2 999 | 238 | ||||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 182 237 | 2,63 | 14 448 | 16,67 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 81 529 | 5,00 | 6 | 20,00 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 21 828 | 0,04 | 1 731 | 13,74 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 33 155 | 7,86 | 2 644 | 38,89 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 3 803 | 302 | ||||||
2025-07-21 | 13F | Financial Architects, LLC | 2 760 | 219 | ||||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4 376 | 1,86 | 347 | 15,72 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 5 773 | 10,64 | 458 | 25,90 | ||||
2025-07-29 | 13F | Unison Advisors LLC | 1 176 012 | 0,99 | 93 234 | 14,81 | ||||
2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 42 900 | 2 825 | ||||||
2025-07-08 | 13F | Parallel Advisors, LLC | 3 974 | 112,06 | 315 | 142,31 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 421 957 | 12,56 | 33 453 | 27,96 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 4 954 | 37,96 | 393 | 56,80 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 919 | 3 576,00 | 73 | 7 100,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 8 299 | 1,85 | 1 | |||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 177 607 | 7,03 | 14 081 | 21,66 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 23 628 | 42,04 | 1 873 | 61,47 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 22 216 | 0,12 | 1 761 | 13,83 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 15 006 | 10,57 | 1 190 | 25,69 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 136 407 | 4,68 | 10 814 | 19,01 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6 002 | 476 | ||||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 19 514 | 15,17 | 1 547 | 30,99 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 30 433 | 10,28 | 2 413 | 25,36 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 11 444 | 18,95 | 907 | 35,37 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 86 402 | 17,96 | 6 850 | 34,08 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 1 578 | 125 | ||||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 29 961 | 2,54 | 2 375 | 16,59 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 486 | 1 925,00 | 38 | 3 700,00 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 94 836 | 3,58 | 7 519 | 17,74 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 101 528 | 2,29 | 8 049 | 16,30 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 52 542 | 20,76 | 4 166 | 37,28 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 3 714 | 23,68 | 294 | 40,67 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 302 932 | 7,02 | 24 016 | 21,66 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 40 219 | 27,49 | 3 | 50,00 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 21 331 | 2,23 | 1 691 | 16,22 | ||||
2025-08-12 | 13F | American Century Companies Inc | 940 441 | 36,53 | 74 558 | 55,21 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 100 | 8 | ||||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 245 782 | 3,56 | 19 500 | 17,81 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 64 158 | 6,49 | 5 086 | 21,07 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 532 | 56,93 | 42 | 82,61 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 540 154 | 2,56 | 42 597 | 15,97 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 17 438 | 0,57 | 1 382 | 14,31 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 66 714 | 14,80 | 5 289 | 30,53 | ||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 92 402 | 0,32 | 7 326 | 14,04 | ||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 51 458 | 12,34 | 4 080 | 27,71 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 13 | 1 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 42 | 3 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 13 866 | 1,22 | 1 099 | 15,08 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 158 | 13 | ||||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 143 518 | 43,85 | 11 378 | 63,55 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 125 | 10 | ||||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 104 248 | 0,51 | 8 351 | 15,03 | ||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 57 972 | 4,72 | 4 596 | 19,07 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 5 226 | 414 | ||||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 531 625 | 1,56 | 42 179 | 18,33 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 169 616 | 1,60 | 13 447 | 15,50 | ||||
2025-08-12 | 13F | Zacks Investment Management | 2 913 | 231 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 231 518 | 36,39 | 18 355 | 55,04 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 12 272 | 21,10 | 974 | 37,82 | ||||
2025-08-14 | 13F | Fmr Llc | 2 579 | 171,19 | 204 | 209,09 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 6 914 | 548 | ||||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 326 | 61,39 | 26 | 78,57 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 36 907 | 4,87 | 2 953 | 20,33 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1 514 | 120 | ||||||
2025-08-06 | 13F | S&t Bank/pa | 42 | 3 | ||||||
2025-08-12 | 13F | Seeds Investor Llc | 5 474 | 434 | ||||||
2025-08-07 | 13F | Prospect Financial Group LLC | 40 579 | 1,84 | 3 217 | 15,80 | ||||
2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 123 431 | 3,49 | 9 786 | 16,35 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 43 883 | 0,41 | 3 479 | 14,18 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 280 710 | 77,12 | 22 255 | 101,36 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 622 | 35,22 | 49 | 53,13 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 3 045 | 0,63 | 241 | 14,22 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 50 298 | 9,34 | 3 988 | 24,28 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 19 137 | 1,05 | 1 518 | 15,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 8 079 | 217,07 | 641 | 261,58 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 105 110 | 45,06 | 8 333 | 64,91 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 712 | 8,37 | 56 | 24,44 | ||||
2025-08-14 | 13F | Mariner, LLC | 113 381 | 21,04 | 8 989 | 37,58 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 8 393 | 665 | ||||||
2025-07-25 | 13F | Libra Wealth Llc | 113 805 | 0,34 | 9 022 | 14,07 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 82 109 | 7,75 | 6 510 | 22,49 | ||||
2025-08-04 | 13F | Haven Private, LLC | 43 527 | 60,37 | 3 451 | 82,35 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 5 000 | 396 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 2 564 | 203 | ||||||
2025-08-08 | 13F | Accredited Investors Inc. | 2 492 034 | 0,34 | 197 568 | 14,07 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 117 624 | 7,93 | 9 325 | 22,70 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 3 270 | 228 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 17 019 | 9,17 | 1 349 | 24,10 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 33 985 | 15,88 | 2 694 | 31,74 | ||||
2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 24 420 | 1 936 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 38 164 | 2,87 | 3 026 | 16,93 | ||||
2025-08-12 | 13F | MAI Capital Management | 1 429 | 0,70 | 113 | 15,31 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 89 | 7 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 4 906 | 389 | ||||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 20 320 | 1,52 | 1 611 | 15,41 | ||||
2025-07-09 | 13F | Efficient Frontier Advisors LLC | 37 377 | 0,23 | 2 963 | 13,96 | ||||
2025-08-27 | NP | XNAV - FundX Aggressive ETF | 16 024 | 1 270 | ||||||
2025-05-12 | 13F | Ccm Investment Group, Llc | 715 192 | 1,39 | 50 435 | 10,36 | ||||
2025-08-13 | 13F | Haverford Trust Co | 1 661 796 | 1,45 | 131 747 | 15,33 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 51 647 | 19 918,22 | 4 095 | 57,95 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 25 375 | 4,75 | 2 012 | 19,06 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 856 | 60 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40 579 | 7,35 | 3 220 | 22,06 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 6 432 | 2,98 | 520 | 22,99 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 599 107 | 3,19 | 47 497 | 17,30 | ||||
2025-08-01 | 13F | James Investment Research Inc | 4 425 | 5,16 | 351 | 19,45 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 578 543 | 3,54 | 45 867 | 17,71 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2 692 | 213 | ||||||
2025-08-14 | 13F | Headlands Technologies LLC | 78 | 6 | ||||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 295 235 | 4,93 | 23 406 | 19,28 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 64 126 | 1,35 | 5 084 | 15,21 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3 118 | 0,06 | 247 | 13,82 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 40 | 2,56 | 3 | 50,00 | ||||
2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 158 410 | 10,49 | 12 559 | 25,61 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 138 917 | 3,98 | 11 013 | 18,20 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 11 625 | 54,71 | 811 | 65,64 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 8 526 | 676 | ||||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19 368 | 2 | ||||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 103 323 | 12,50 | 8 191 | 27,27 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 2 670 | 212 | ||||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 937 | 391 | ||||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 108 154 | 42,35 | 8 574 | 61,83 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 12 392 | 3,81 | 982 | 18,03 | ||||
2025-07-09 | 13F | Leibman Financial Services, Inc. | 50 115 | 3 973 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 302 | 24 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 39 613 | 116,82 | 3 140 | 146,47 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9 340 | 1,28 | 740 | 15,09 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 12 756 | 21,40 | 1 011 | 38,11 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 10 811 | 15,44 | 857 | 31,24 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35 932 | 36,80 | 3 | 100,00 | ||||
2025-07-16 | 13F | Meredith Wealth Planning | 330 653 | 8,23 | 26 214 | 23,04 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 10 196 | 2,64 | 825 | 22,95 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 12 260 | 19,32 | 972 | 35,61 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 5 755 | 17,02 | 456 | 33,33 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 3 829 | 304 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 964 | 0,61 | 156 | 29,17 | ||||
2025-07-09 | 13F | Emprise Bank | 245 701 | 9,49 | 19 479 | 24,47 | ||||
2025-07-28 | 13F | Ckw Financial Group | 4 | 0 | ||||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 19 024 | 29,10 | 1 522 | 44,40 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 83 363 | 0,20 | 6 609 | 13,91 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 3 909 | 3,47 | 310 | 17,49 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 3 551 | 1,72 | 282 | 15,64 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 75 701 | 6 002 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 204 299 | 0,26 | 16 197 | 13,97 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 15 106 | 1,11 | 1 198 | 14,99 | ||||
2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 128 100 | 10 156 | ||||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 380 | 117,14 | 30 | 150,00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 3 566 | 283 | ||||||
2025-08-07 | 13F | Apeiron RIA LLC | 127 218 | 1,78 | 10 086 | 15,69 | ||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 89 442 | 7,13 | 7 091 | 21,78 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 41 352 | 210,50 | 3 278 | 253,23 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 182 152 | 22,45 | 14 441 | 39,21 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 95 629 | 19,01 | 7 581 | 35,30 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5 463 | 26,46 | 433 | 43,85 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 601 | 48 | ||||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 237 808 | 9,97 | 18 853 | 25,02 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 27 | 3,85 | 2 | 100,00 | ||||
2025-07-29 | 13F | Ballast, Inc. | 2 692 | 213 | ||||||
2025-07-22 | 13F | Hill Island Financial Llc | 60 887 | 4 827 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37 969 | 2,10 | 3 010 | 16,08 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 598 287 | 0,37 | 47 432 | 14,10 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 424 | 444,79 | 1 619 | 520,31 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 24 695 | 6,09 | 1 958 | 20,58 | ||||
2025-08-14 | 13F | Navigoe, LLC | 19 654 | 7,52 | 2 | 0,00 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 58 966 | 13,67 | 4 675 | 29,22 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 22 341 | 8,66 | 1 771 | 23,59 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10 533 | 35,14 | 835 | 53,78 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 8 836 | 2,95 | 701 | 17,06 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 83 405 | 1,88 | 6 612 | 15,82 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 39 964 | 3 168 | ||||||
2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 332 878 | 170,60 | 25 758 | 210,30 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 186 803 | 65,52 | 15 | 100,00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 108 321 | 41,42 | 8 588 | 60,78 | ||||
2025-08-12 | 13F | Prosperitas Financial LLC | 6 517 | 2,55 | 517 | 16,48 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 826 | 6,31 | 66 | 20,37 | ||||
2025-08-08 | 13F | Creative Planning | 18 388 604 | 27,31 | 1 457 848 | 44,73 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 270 620 | 4,66 | 21 455 | 18,97 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 451 | 829 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 15 144 | 149,28 | 1 201 | 183,69 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 75 627 | 36,68 | 5 996 | 55,42 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 | 0 | ||||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 2 899 | 0,10 | 230 | 13,93 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 113 379 | 40,47 | 8 989 | 59,70 | ||||
2025-07-28 | 13F | Courier Capital Llc | 30 285 | 8,07 | 2 401 | 22,82 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 173 301 | 0,50 | 172 299 | 14,25 | ||||
2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 244 530 | 7,86 | 17 733 | 17,48 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2 662 | 211 | ||||||
2025-07-08 | 13F | Atwood & Palmer Inc | 252 608 | 3,51 | 20 027 | 17,66 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 3 784 | 1,86 | 300 | 15,83 | ||||
2025-08-06 | 13F | Blue Investment Partners LLC | 69 973 | 5 547 | ||||||
2025-08-15 | 13F | WealthCollab, LLC | 90 044 | 0,68 | 7 139 | 14,45 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 85 | 1,19 | 7 | 20,00 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 107 809 | 0,97 | 8 715 | 20,72 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 281 | 1,81 | 22 | 15,79 | ||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 7 022 | 15,06 | 557 | 30,82 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 103 791 | 16,40 | 8 229 | 32,33 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 9 123 | 636 | ||||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 920 | 305,29 | 73 | 380,00 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 19 930 | 35,49 | 1 580 | 54,15 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 3 075 | 244 |