Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis Emerging Markets Equity ETF inkluderar Maseco Llp, Midwest Trust Co, Pasadena Private Wealth, LLC, Mason & Associates Inc, rebel Financial LLC, AllGen Financial Advisors, Inc., Midwestern Financial, LLC /IA, Global Strategic Investment Solutions, LLC, Capital A Wealth Management, LLC, Wetherby Asset Management Inc, Slagle Financial, LLC, Perennial Investment Advisors, LLC, BLVD Private Wealth, LLC, Delap Wealth Advisory, Llc, Petros Family Wealth, LLC, Vance Wealth, Inc., Hicks Capital Management Llc, F&V Capital Management, LLC, Summit Trail Advisors, Llc, och Friday Financial .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 171 | 12 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 557 208 | 18,58 | 33 527 | 21,37 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 24 504 | 21,75 | 1 680 | 38,65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 434 838 | 5,28 | 98 344 | 19,93 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 138 222 | 2,72 | 9 474 | 17,01 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 82 314 | 0,10 | 5 642 | 14,03 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 181 076 | 0,69 | 12 411 | 14,68 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 9 322 | 7,78 | 639 | 22,69 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 32 435 | 6,00 | 2 223 | 20,75 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 249 | 14,22 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 109 | 7 | ||||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 68 793 | 13,18 | 4 715 | 28,93 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1 319 578 | 1,20 | 90 444 | 15,28 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 377 | 25,80 | 437 | 43,75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 168 995 | 12,77 | 11 583 | 28,45 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 114 360 | 25,78 | 7 838 | 43,29 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 013 | 39,38 | 1 166 | 58,86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 178 030 | 4 340,76 | 12 202 | 4 963,07 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 47 505 | 4,48 | 3 256 | 19,01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 645 | 62,19 | 318 | 84,88 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 212 553 | 0,53 | 14 568 | 14,52 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 9 640 | 15,55 | 661 | 31,74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 576 603 | 13,46 | 39 520 | 29,24 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 57 594 | 6,91 | 3 947 | 21,78 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 4 | 0 | ||||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 7 448 | 5,03 | 510 | 19,72 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 17 904 707 | 0,89 | 1 227 189 | 14,92 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 12 373 | 6,75 | 848 | 21,66 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 8 147 | 88,20 | 558 | 114,62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22 670 | 10,73 | 1 554 | 26,16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 522 823 | 8,16 | 309 994 | 23,20 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 21 617 | 1 482 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 13 280 | 20,33 | 946 | 41,47 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 72 374 | 0,01 | 4 961 | 19,23 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 388 | 1,04 | 27 | 13,04 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12 756 | 40,04 | 874 | 59,49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 374 | 31,69 | 26 | 47,06 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 010 464 | 5,20 | 60 800 | 7,67 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 3 186 | 218 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 100 | 4,17 | 7 | 20,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 7 | 0 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 69 578 | 2,03 | 4 769 | 16,21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 800 872 | 6,68 | 54 892 | 21,52 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 21 564 | 0,97 | 1 478 | 15,03 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 39 | 3 | ||||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 130 923 | 0,30 | 9 089 | 24,10 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 28 543 | 2,12 | 1 956 | 16,36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 444 194 | 5,04 | 30 | 20,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 657 632 | 37,67 | 44 936 | 65,91 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 116 799 | 27,83 | 8 005 | 45,62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 256 932 | 23,95 | 17 610 | 41,20 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 585 741 | 1,50 | 40 147 | 15,62 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 82 997 | 1,80 | 5 689 | 15,96 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 190 484 | 1,22 | 13 056 | 15,31 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 299 264 | 17,60 | 20 512 | 33,96 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 40 666 | 474,22 | 2 787 | 554,23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 43 440 | 3,75 | 2 977 | 18,18 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 14 596 | 187,78 | 1 000 | 227,87 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 14 805 | 26,27 | 1 015 | 43,83 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 48 801 | 17,53 | 3 345 | 33,87 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 105 298 | 1,56 | 7 217 | 15,69 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 98 162 | 1,09 | 6 728 | 15,15 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 432 813 | 29 665 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14 210 | 14,14 | 974 | 29,91 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 570 | 245 | ||||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 92 924 | 4,18 | 6 369 | 23,22 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 196 322 | 1,88 | 13 456 | 16,05 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 5 312 | 0,66 | 364 | 14,83 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 552 985 | 41,20 | 37 902 | 60,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 530 | 1,80 | 105 | 15,56 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 173 239 | 6,52 | 11 874 | 21,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 485 474 | 7,05 | 33 | 22,22 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 491 387 | 10,86 | 33 680 | 26,28 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 59 566 | 273,71 | 4 083 | 325,65 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 5 978 | 42,33 | 410 | 62,30 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 6 686 | 3,07 | 458 | 17,44 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 24 753 | 10,49 | 1 697 | 25,91 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 121 749 | 5,95 | 8 344 | 20,68 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 253 | 66,62 | 86 | 88,89 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 34 322 | 36,40 | 2 352 | 55,35 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 132 648 | 2,05 | 9 105 | 16,42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 32 617 | 20,62 | 2 236 | 37,37 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 69 228 | 21,79 | 4 745 | 38,71 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 20 167 | 4,27 | 1 382 | 18,83 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 32 836 | 15,01 | 2 251 | 31,04 | ||||
| 2025-08-12 | 13F | Bokf, Na | 8 973 | 2 143,25 | 615 | 2 462,50 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 36 867 | 4,30 | 2 527 | 18,81 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3 228 | 221 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 348 | 24 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 101 429 | 9,80 | 6 952 | 25,08 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 411 | 0,07 | 96 | 12,94 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 044 887 | 15,69 | 71 617 | 31,79 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 119 990 | 3,82 | 8 224 | 18,26 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3 500 | 20,86 | 240 | 37,36 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 7 595 | 2,93 | 521 | 17,12 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 220 173 | 5,79 | 15 091 | 20,51 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 249 757 | 4,10 | 17 118 | 18,59 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 492 | 213,38 | 34 | 266,67 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 10 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 50 498 | 1,66 | 3 461 | 15,83 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 57 310 | 3 448 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 196 | 13 | ||||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 8 316 | 36,26 | 570 | 55,04 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 58 202 | 7,56 | 3 989 | 22,55 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6 501 | 0,25 | 446 | 14,10 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 334 | 0 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 098 | 2,51 | 349 | 16,72 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 13 303 | 26,21 | 913 | 44,01 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 34 371 | 2,80 | 2 356 | 17,11 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24 040 | 6,08 | 1 663 | 21,94 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 41 191 | 131,22 | 2 823 | 163,59 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 8 160 | 47,75 | 559 | 68,37 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 54 964 | 75,03 | 3 767 | 99,42 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 572 | 450 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 548 182 | 62,40 | 37 572 | 84,99 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 538 794 | 1,59 | 36 929 | 15,72 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 56 400 | 3,56 | 3 866 | 17,98 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 18 064 | 0,11 | 1 238 | 14,10 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 106 141 | 16,21 | 7 275 | 32,37 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 32 810 | 202,26 | 2 249 | 244,26 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 195 110 | 7,79 | 13 373 | 22,78 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 220 | 15 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 128 732 | 12,03 | 8 823 | 27,61 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 30 999 | 39,61 | 2 125 | 58,98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 35 000 | 386,11 | 2 399 | 453,81 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 71 111 | 4 874 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 7 574 | 10,73 | 519 | 26,28 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 53 503 | 187,14 | 3 667 | 227,12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22 362 | 7,16 | 1 533 | 22,07 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 19 558 | 62,25 | 1 341 | 84,83 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 029 | 4,24 | 276 | 18,97 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 152 873 | 50,95 | 10 478 | 71,95 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 227 | 16 | ||||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 5 014 | 1,58 | 344 | 15,49 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 3 215 | 220 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 70 822 | 4 854 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 2 104 704 | 0,96 | 144 256 | 15,00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 6 536 | 7,80 | 448 | 22,80 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 365 465 | 0,74 | 25 049 | 14,75 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6 234 | 0,69 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 150 | 10 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 24 627 | 0,13 | 1 688 | 14,06 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 195 504 | 11,83 | 13 400 | 27,38 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 121 625 | 16,93 | 8 336 | 33,21 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 868 539 | 0,15 | 59 530 | 14,08 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 20 467 | 1 403 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24 171 | 42,87 | 1 657 | 62,83 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 5 156 | 353 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 10 066 | 0,02 | 690 | 13,88 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 21 949 | 58,87 | 1 504 | 80,99 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 16 726 | 0,05 | 1 146 | 14,03 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 49 589 | 6,10 | 3 399 | 20,84 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 36 877 | 103,12 | 2 531 | 131,78 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 20 690 | 1 428 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 34 636 | 4,15 | 2 374 | 18,65 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 393 | 27 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 4 183 | 287 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 14 294 | 4,91 | 980 | 19,54 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 797 | 260 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 26 016 | 45,37 | 1 783 | 65,71 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4 808 | 330 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 92 552 | 0,54 | 6 495 | 16,48 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 34 213 | 5,33 | 2 345 | 19,96 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 77 897 | 14,32 | 5 339 | 30,25 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 370 | 2 366,67 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 462 071 | 8,32 | 31 670 | 23,39 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 40 520 | 9 411,74 | 2 777 | 11 008,00 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 55 | 3,77 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 201 730 | 14,45 | 13 827 | 30,37 | ||||
| 2025-08-01 | 13F | Motco | 19 295 | 21,42 | 1 335 | 39,54 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 292 | 0,34 | 20 | 17,65 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 173 145 | 15,11 | 11 867 | 31,13 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 40 280 | 5,95 | 2 761 | 20,68 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 17 998 | 321,60 | 1 234 | 381,64 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 293 544 | 0,10 | 20 120 | 14,03 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 484 782 | 21,07 | 33 227 | 37,91 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 18 251 | 13,14 | 1 251 | 28,87 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 904 662 | 0,14 | 610 326 | 14,07 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 79 869 | 5,93 | 5 474 | 20,68 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 85 502 | 5 860 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 27 699 | 61,70 | 1 898 | 84,27 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 120 | 8 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 69 452 | 4,71 | 4 760 | 19,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17 514 256 | 16,52 | 1 200 426 | 32,73 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 645 242 | 3,56 | 44 225 | 17,97 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 67 756 | 1,81 | 4 644 | 15,98 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 1 013 | 358 | ||||||
| 2025-07-10 | 13F | Envision Financial LLC | 3 957 | 271 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 411 510 | 116,59 | 28 205 | 146,73 | ||||
| 2025-08-14 | 13F | Betterment LLC | 25 672 | 108,97 | 2 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 76 113 | 6,30 | 5 217 | 21,08 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 082 299 | 74 121 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 52 293 | 12,79 | 3 599 | 35,05 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 136 728 | 16,42 | 146 451 | 32,61 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 103 956 | 7,39 | 7 125 | 22,34 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 30 064 | 3,55 | 2 061 | 17,98 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 169 452 | 24,71 | 11 614 | 42,07 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 27 166 | 12,13 | 1 862 | 27,73 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 23 698 | 5,14 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 9 710 | 17,06 | 666 | 33,27 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 285 071 | 5,73 | 19 539 | 20,43 | ||||
| 2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 804 121 | 170,61 | 51 713 | 193,67 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 48 623 | 0,83 | 3 333 | 14,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17 544 658 | 1 271,24 | 1 202 511 | 1 462,01 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 7 745 | 89,74 | 531 | 116,33 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 24 855 | 27,78 | 1 704 | 45,56 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 91 659 | 164,63 | 6 282 | 201,44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 509 160 | 6,17 | 103 000 | 19,97 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 112 609 | 7,51 | 7 718 | 22,47 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 516 576 | 9,60 | 33 221 | 18,94 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 181 867 | 61,25 | 12 465 | 83,69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 8 402 | 79,95 | 576 | 105,36 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 187 | 13 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37 157 | 67,45 | 2 547 | 90,71 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 7 546 | 138,04 | 1 | |||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4 741 | 13,10 | 325 | 28,57 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 148 982 | 0,30 | 10 211 | 14,26 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 22 276 | 130,24 | 1 527 | 162,20 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 40 982 | 60,92 | 2 809 | 83,29 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 615 107 | 13,94 | 179 714 | 30,13 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 532 093 | 29,59 | 36 470 | 47,62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5 707 | 391 | ||||||
| 2025-08-12 | 13F | Team Hewins, LLC | 170 506 | 52,69 | 11 686 | 73,92 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 13 249 | 42,97 | 908 | 63,02 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 68 066 | 4 665 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 158 086 | 79,46 | 10 835 | 104,42 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 27 207 | 68,24 | 1 865 | 91,57 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 54 740 | 94,25 | 3 752 | 121,30 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 695 622 | 47 678 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 152 | 216 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 062 191 | 28,05 | 209 883 | 45,87 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 368 818 | 68,74 | 25 279 | 92,21 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 63 823 | 2,91 | 4 374 | 17,23 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 472 232 | 22,14 | 32 367 | 39,12 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 261 277 | 4,25 | 17 908 | 18,75 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 93 632 | 4,14 | 6 418 | 18,61 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 10 950 | 1 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 795 928 | 307,90 | 123 093 | 364,64 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 25 935 | 1 778 | ||||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 9 908 | 6,38 | 679 | 21,25 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 801 | 84,15 | 123 | 112,07 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11 133 | 5,38 | 770 | 21,26 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 6 330 | 1,28 | 434 | 15,16 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 178 787 | 4,60 | 12 254 | 19,16 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 639 598 | 6,46 | 43 838 | 21,27 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 043 | 0,41 | 825 | 14,42 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 544 776 | 20,32 | 37 339 | 37,06 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6 715 | 478 | ||||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 18 735 | 1 284 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 834 991 | 8,76 | 57 230 | 23,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 101 752 | 10,84 | 6 974 | 26,27 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4 834 | 331 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 25 080 | 8,63 | 1 719 | 23,69 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 12 425 | 852 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 6 057 | 415 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 003 931 | 36,17 | 137 349 | 55,12 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 022 529 | 0,78 | 70 084 | 14,80 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 29 200 | 2,38 | 2 001 | 16,61 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 12 605 | 3,92 | 864 | 18,38 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 000 | 685 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 732 017 | 34,21 | 119 | 53,25 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 871 | 334 | ||||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 6 534 | 448 | ||||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 137 729 | 14,21 | 9 509 | 48,54 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 77 747 | 1,69 | 5 329 | 15,83 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 9 575 | 15,06 | 656 | 31,20 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 14 521 | 11,66 | 995 | 27,24 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 239 240 | 2,80 | 16 398 | 17,10 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 30 928 | 13,65 | 2 120 | 29,44 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 37 485 | 7,48 | 2 569 | 22,45 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 24 545 | 48,39 | 2 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 137 850 | 4,80 | 9 448 | 19,38 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 3 035 | 208 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 370 | 25 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13 231 | 10,21 | 907 | 25,48 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 110 627 | 3,46 | 7 582 | 17,86 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 14 413 | 988 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 28 070 | 0,43 | 1 924 | 14,40 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 66 939 | 12,75 | 4 588 | 28,42 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 52 437 | 30,79 | 4 | 50,00 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 158 119 | 2,43 | 10 837 | 16,68 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 170 713 | 0,38 | 11 701 | 14,34 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 50 031 | 4,67 | 3 429 | 19,23 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 13 619 | 57,19 | 933 | 79,08 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 89 250 | 2,49 | 6 117 | 16,76 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 70 164 | 4,01 | 4 809 | 18,51 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 7 845 | 44,82 | 538 | 65,23 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 2 430 093 | 25,90 | 166 559 | 43,41 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 313 052 | 7,41 | 21 457 | 22,35 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19 724 | 6,18 | 1 352 | 20,95 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 65 288 | 4 475 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 88 | 14,29 | 6 | 50,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 22 845 | 6,64 | 1 566 | 21,41 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 1 098 | 61,23 | 75 | 87,50 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 210 041 | 7,28 | 14 396 | 22,21 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4 657 | 21,72 | 319 | 38,70 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 164 580 | 3,12 | 11 280 | 17,41 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 4 847 | 0,54 | 332 | 14,48 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 15 300 | 2,48 | 1 049 | 16,70 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2 610 | 74,00 | 179 | 97,78 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 81 053 | 7,19 | 5 555 | 22,11 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 37 695 | 2 584 | ||||||
| 2025-07-14 | 13F | Friday Financial | 9 063 | 621 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 307 | 21 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 165 172 | 966,52 | 11 321 | 1 115,90 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 80 611 | 81,94 | 5 525 | 107,32 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 19 389 | 8,16 | 1 329 | 23,19 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 16 373 | 91,63 | 1 122 | 118,29 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 7 339 | 99,16 | 503 | 127,15 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 2 955 | 203 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 21 972 | 2,45 | 1 506 | 16,67 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 115 120 | 11,79 | 7 890 | 27,34 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 25 502 | 0,97 | 1 748 | 15,01 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 487 821 | 6,13 | 33 435 | 30,29 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10 704 | 68,33 | 734 | 91,88 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 397 698 | 3,46 | 27 257 | 17,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 311 490 | 44,42 | 21 350 | 64,51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 145 854 | 9 997 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3 881 | 0,39 | 266 | 14,66 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 147 391 | 0,98 | 10 102 | 20,39 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 65 829 | 12,36 | 4 512 | 27,97 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 95 798 | 1,58 | 6 566 | 15,70 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 54 856 | 1,45 | 3 760 | 15,55 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 64 553 | 6,72 | 4 424 | 21,57 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 698 | 0,29 | 48 | 14,63 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 9 923 | 13,56 | 597 | 16,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 344 | 765,34 | 298 | 890,00 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 57 621 | 8,71 | 3 949 | 23,83 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5 441 | 1,06 | 373 | 15,17 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 53 886 | 24,90 | 3 693 | 42,31 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 6 471 | 1,06 | 443 | 15,06 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 304 | 1,67 | 21 | 11,11 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 53 437 | 18,20 | 3 663 | 34,14 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 57 514 | 169,26 | 3 942 | 206,77 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 75 281 | 39,25 | 5 160 | 58,64 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4 154 | 285 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 45 389 | 20,54 | 3 173 | 42,80 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 22 824 | 0,21 | 1 564 | 14,16 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 67 337 | 9,09 | 4 616 | 24,13 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10 481 | 24,58 | 721 | 47,54 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 77 083 | 49 630,97 | 5 283 | 71,30 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 87 194 | 5 976 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 12 911 | 22,38 | 885 | 39,43 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 191 761 | 3,77 | 13 143 | 18,20 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 311 597 | 100,25 | 21 357 | 126,44 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 22 083 | 3,30 | 1 514 | 17,65 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 92 720 | 31,32 | 6 355 | 49,60 | ||||
| 2025-08-01 | 13F | First National Trust Co | 40 634 | 16,63 | 2 785 | 32,87 | ||||
| 2025-08-07 | 13F | Nwam Llc | 19 290 | 14,61 | 1 343 | 32,71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 641 | 31,83 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 705 255 | 230,82 | 116 878 | 276,84 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 495 052 | 8,50 | 33 931 | 23,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 490 585 | 50,59 | 33 625 | 71,53 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 320 694 | 4,16 | 21 980 | 18,65 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 192 | 10,34 | 13 | 30,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 355 | 1,14 | 24 | 14,29 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 5 599 | 19,69 | 384 | 36,30 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 52 502 | 4,98 | 3 599 | 19,57 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5 764 | 0,31 | 395 | 14,49 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 187 205 | 4,13 | 12 831 | 18,62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 823 | 27,25 | 2 | 100,00 | ||||
| 2025-07-09 | 13F | Emprise Bank | 3 574 | 245 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 54 519 | 2,67 | 3 737 | 16,93 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 538 323 | 60,50 | 101 318 | 75,73 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 30 919 | 18,21 | 2 | 100,00 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 90 040 | 0,21 | 6 171 | 14,15 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3 370 | 231 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 22 748 | 5,36 | 1 559 | 20,02 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 177 | 12 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 260 | 0 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 70 307 | 24,01 | 4 819 | 41,25 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 331 | 1,22 | 23 | 15,79 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 72 244 | 15,45 | 4 952 | 31,50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 328 429 | 13,02 | 22 511 | 28,74 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 852 408 | 102,35 | 58 | 132,00 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 34 788 | 843,28 | 2 384 | 978,73 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 173 145 | 17,69 | 11 867 | 35,47 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 25 082 | 1 719 | ||||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 29 550 | 1,73 | 2 085 | 19,29 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 281 744 | 19 311 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 30 806 | 1,23 | 2 111 | 15,29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 826 949 | 9,99 | 56 679 | 25,29 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 18 472 | 0,24 | 1 266 | 14,26 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 474 627 | 13,63 | 32 531 | 29,44 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 47 697 | 1,84 | 3 269 | 16,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14 735 | 74,09 | 1 010 | 98,23 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 80 451 | 5 514 |
