Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i American Century ETF Trust - Avantis U.S. Small Cap Value ETF inkluderar First Citizens Bank & Trust Co, Lifelong Wealth Advisors, Inc., Quent Capital, LLC, O'Connor Financial Group LLC, Capital Planning Advisors, LLC, Clark Capital Management Group, Inc., Northwest & Ethical Investments L.P., Neuberger Berman Group LLC, rebel Financial LLC, SRS Capital Advisors, Inc., OmniStar Financial Group, Inc., Alpha Financial Advisors, LLC, Ballast, Inc., Broadway Wealth Solutions, Inc., Motco, Tradewinds, LLC., Integris Wealth Management, LLC, First Citizens Asset Management, Inc., Denver Wealth Management, Inc., och Harbor Asset Planning, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 344 851 | 4,88 | 31 416 | 9,61 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 155 | 1,59 | 379 | 6,18 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 715 | 247 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 661 927 | 11,93 | 60 302 | 16,98 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 71 090 | 10,91 | 6 476 | 15,91 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 28 427 | 2,08 | 2 590 | 6,67 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 26 192 | 7,74 | 2 386 | 12,60 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 8 944 | 815 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 53 169 | 127,94 | 4 844 | 138,22 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 37 311 | 161,19 | 3 399 | 173,01 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 107 845 | 382,48 | 9 825 | 404,31 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 334 | 12,08 | 30 | 20,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7 037 | 1,27 | 641 | 5,95 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 83 783 | 5,08 | 7 303 | −5,03 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6 941 | 6,98 | 632 | 11,86 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 176 | 16 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 378 869 | 60,58 | 34 515 | 67,82 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45 766 | 56,37 | 4 169 | 63,43 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 934 | 69,96 | 449 | 77,47 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 561 | 51 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 891 | 354 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 620 | 157,69 | 694 | 170,04 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 14 307 | 2,05 | 1 293 | 7,85 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4 730 | 18,10 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 250 | 205 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 221 329 | 4,00 | 20 163 | 8,69 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 91 622 | 2,78 | 8 347 | 7,40 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 7 492 | 24,08 | 683 | 29,66 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 15 081 | 22,32 | 1 374 | 27,84 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 964 | 817 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 71 570 | 10,37 | 6 520 | 15,36 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 68 444 | 6,09 | 6 235 | 10,88 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 32 460 | 11,34 | 2 957 | 16,37 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 7 904 | 720 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 172 255 | 16,19 | 15 692 | 21,43 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 667 | 61 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 14 254 | 1 299 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 173 428 | 3,67 | 15 799 | 8,35 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 2 291 | 209 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 26 636 | 9,62 | 2 427 | 14,54 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 161 297 | 33,45 | 14 694 | 39,46 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 62 874 | 58,14 | 5 891 | 80,79 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 92 888 | 25,80 | 8 462 | 31,48 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 4 256 | 15,75 | 388 | 20,94 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 97 781 | 7,56 | 9 330 | 22,83 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 108 610 | 1,60 | 9 894 | 6,18 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 26 256 | 720,24 | 2 392 | 756,99 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 95 198 | 4,31 | 9 | 14,29 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 28 467 | 33,20 | 2 593 | 39,18 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 17 004 | 33,89 | 1 549 | 39,93 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 79 337 | 7 228 | ||||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3 472 | 7,09 | 316 | 12,06 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 142 912 | 8,48 | 13 019 | 13,38 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 14 | 1 | ||||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 101 194 | 5,43 | 9 614 | 28,43 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 359 | 215 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 30 812 | 5,04 | 2 807 | 9,78 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 105 | 10 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 884 | 536 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 136 448 | 3,95 | 12 470 | 9,42 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 115 500 | 49,49 | 10 522 | 56,23 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 250 | 23 | ||||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 160 691 | 1,81 | 14 639 | 6,40 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 276 263 | 1,70 | 25 168 | 6,29 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 287 204 | 3,82 | 26 164 | 8,51 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 26 650 | 32,32 | 2 428 | 38,29 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 5 675 | 3,69 | 517 | 8,18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19 747 | 967,98 | 1 799 | 910,11 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17 159 | 5,81 | 1 563 | 10,62 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 26 530 | 344,02 | 2 417 | 364,62 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 829 | 6,91 | 440 | 11,70 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 88 118 | 19,70 | 8 028 | 25,11 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 140 718 | 2,52 | 12 819 | 7,15 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10 079 | 3,53 | 918 | 8,25 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 2 724 | 248 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 261 765 | 11,60 | 23 847 | 16,63 | ||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 286 403 | 16,34 | 25 241 | 10,42 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 14 151 | 0,01 | 1 289 | 4,54 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 46 471 | 7,82 | 4 234 | 12,70 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 455 269 | 0,44 | 41 475 | 4,97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 70 775 | 16,37 | 6 448 | 21,62 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 146 | 14 | ||||||
| 2025-08-14 | 13F | Css Llc/il | 32 860 | 5,66 | 2 994 | 10,44 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 61 387 | 0,36 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 360 075 | 3,93 | 32 803 | 8,62 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 30 577 | 1,75 | 2 786 | 6,34 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 60 375 | 7,80 | 5 500 | 12,68 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 96 584 | 7,61 | 8 799 | 12,46 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5 499 | 501 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 103 959 | 0,69 | 9 471 | 5,23 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 113 952 | 9,16 | 10 381 | 14,08 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 71 154 | 41,87 | 6 482 | 48,30 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 96 446 | 143,99 | 8 786 | 155,04 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 15 548 | 1 416 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1 129 106 | 11,61 | 102 862 | 16,64 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4 866 | 0,47 | 443 | 4,98 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 214 | 19 | ||||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 143 633 | 7,60 | 13 085 | 12,44 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1 086 803 | 7,01 | 99 008 | 11,83 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 168 026 | 54,24 | 15 307 | 61,21 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 9 578 | 873 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1 071 733 | 0,63 | 97 635 | 5,16 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 6 922 | 0,48 | 631 | 5,00 | ||||
| 2025-07-29 | 13F | Schubert & Co | 3 681 | 335 | ||||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 43 830 | 28,38 | 3 993 | 34,18 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 8 753 | 35,47 | 797 | 41,56 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 10 750 | 979 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 587 | 0,69 | 53 | 6,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 660 | 333 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3 105 | 0,49 | 283 | 4,83 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 225 789 | 18,37 | 20 606 | 23,92 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 12 273 | 22,00 | 1 118 | 27,63 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 236 422 | 1,63 | 21 538 | 6,22 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 55 721 | 0,98 | 5 181 | 7,71 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 139 948 | 1 593,88 | 12 749 | 1 670,69 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 27 518 | 18,03 | 2 507 | 23,33 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 2 271 | 207 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 41 575 | 6,78 | 3 787 | 11,58 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 101 655 | 6,54 | 9 261 | 11,34 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 13 406 | 7,48 | 1 221 | 12,33 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 200 575 | 9,75 | 18 272 | 14,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18 218 | 21,39 | 1 660 | 26,83 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 2 418 | 220 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 536 379 | 33,58 | 48 864 | 39,60 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 590 312 | 5,91 | 53 777 | 10,68 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 75 077 | 6,47 | 6 839 | 11,28 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 23 465 | 5,75 | 2 138 | 10,50 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 113 782 | 599,47 | 10 366 | 631,47 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 870 | 19,18 | 79 | 25,40 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 13 | 1 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 6 173 | 562 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 5 572 | 96,89 | 508 | 106,10 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 17 202 | 3,50 | 1 567 | 8,22 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 56 298 | 2,88 | 5 129 | 7,51 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 271 286 | 7,14 | 25 227 | 14,29 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 12 | 33,33 | 1 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 199 | 18 | ||||||
| 2025-08-05 | 13F | Navalign, LLC | 80 358 | 4,80 | 7 321 | 9,53 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 2 343 | 213 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 113 885 | 11,22 | 10 375 | 16,20 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 87 018 | 7 927 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2 314 | 211 | ||||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 44 432 | 47,45 | 4 048 | 54,11 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 9 700 | 884 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 3 600 | 328 | |||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 298 078 | 23,24 | 27 155 | 28,79 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 125 602 | 5,00 | 11 680 | 12,02 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 168 | 136,62 | 15 | 150,00 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 26 249 | 1 799 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 14 359 | 8,44 | 1 308 | 13,34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9 892 | 677,67 | 901 | 719,09 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 45 829 | 0,15 | 4 175 | 4,69 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 55 132 | 1,20 | 5 231 | 15,66 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 58 976 | 7,83 | 5 373 | 12,69 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 10 365 | 23,81 | 944 | 29,49 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 51 352 | 3,63 | 4 678 | 8,31 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 21 066 | 9,15 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 181 417 | 19,59 | 16 527 | 24,99 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 985 | 3,97 | 636 | 8,72 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 2 590 | 236 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2 235 | 204 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11 693 | 22,34 | 1 087 | 30,49 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 59 036 | 11,38 | 5 378 | 16,41 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 448 | 10,62 | 41 | 14,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 380 711 | 38,20 | 34 683 | 44,42 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 147 865 | 0,29 | 13 471 | 4,81 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 71 171 | 15,09 | 6 484 | 20,28 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 11 416 | 70,21 | 1 040 | 77,91 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 6 935 | 632 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 625 | 57 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 162 049 | 2,50 | 14 763 | 7,12 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 62 010 | 254,44 | 5 649 | 270,43 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6 356 | 3,03 | 579 | 7,82 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 52 191 | 5,94 | 4 755 | 10,71 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 15 944 | 6,68 | 1 494 | 14,23 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6 098 | 555 | ||||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 162 776 | 124,07 | 14 829 | 134,18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 179 298 | 8,96 | 16 | 14,29 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 416 | 2,01 | 402 | 6,63 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 100 171 | 88,93 | 9 126 | 97,47 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 22 084 | 2,00 | 2 012 | 6,57 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 195 | 50,00 | 18 | 54,55 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 7 135 | 106,69 | 650 | 116,33 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 50 034 | 12,46 | 4 558 | 17,53 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10 144 | 28,18 | 1 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 393 384 | 2,80 | 35 837 | 7,44 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 210 908 | 19 214 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 659 | 60 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 48 467 | 1,48 | 4 415 | 6,05 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 33 614 | 8,47 | 3 062 | 13,37 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 61 567 | 6,48 | 5 609 | 11,27 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 245 828 | 10,93 | 22 395 | 15,93 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 621 071 | 0,49 | 56 580 | 5,02 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 50 916 | 17,40 | 4 638 | 22,70 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 13 659 | 0,72 | 1 244 | 5,25 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1 131 955 | 21,05 | 103 121 | 26,51 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 141 592 | 9,77 | 12 899 | 14,72 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 5 365 | 0,69 | 489 | 5,17 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 390 | 121 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3 757 | 342 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 34 027 | 3,05 | 3 100 | 7,68 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 4 382 | 20,05 | 416 | 44,10 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5 234 | 477 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 10 195 | 929 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 302 | 0,33 | 28 | 3,85 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4 405 | 401 | ||||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 112 673 | 0,25 | 9 308 | −15,76 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 354 | 0,11 | 488 | 4,51 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 30 525 | 41,59 | 2 781 | 47,95 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 206 107 | 21,92 | 18 776 | 27,74 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2 737 | 249 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 8 635 | 3,77 | 787 | 8,41 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 18 617 | 13,58 | 1 623 | 2,53 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 137 958 | 4,18 | 12 568 | 8,88 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 13 625 | 3,94 | 1 241 | 8,67 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 68 467 | 3,55 | 6 237 | 8,22 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 221 519 | 20 180 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 77 351 | 2,19 | 7 047 | 6,79 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 106 154 | 6,59 | 9 671 | 0,59 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 4 523 | 2,59 | 428 | 12,34 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 7 092 | 0,13 | 671 | 13,54 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 565 599 | 17,95 | 51 526 | 23,27 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 93 609 | 11,54 | 9 | 14,29 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 32 818 | 22,99 | 3 033 | 36,88 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 319 398 | 9,03 | 29 097 | 13,95 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 132 | 12,37 | 1 105 | 17,43 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2 571 | 234 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 9 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 13 084 | 0,69 | 1 192 | 5,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 90 707 | 0,65 | 8 263 | 5,19 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 18 120 | 67,96 | 1 651 | 75,53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 41 618 | 16,65 | 3 791 | 21,94 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 133 101 | 6,61 | 12 126 | 11,41 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14 757 | 1 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 17 622 | 60,42 | 1 605 | 67,71 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 69 288 | 13,11 | 6 561 | 22,87 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 54 502 | 6,89 | 4 965 | 11,72 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 34 574 | 1,43 | 3 150 | 5,99 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 11 492 | 9 557,14 | 1 047 | 10 360,00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1 754 | 160 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 210 393 | 0,96 | 19 167 | 5,51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27 495 | 2 562 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 328 454 | 23,66 | 29 922 | 29,24 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 300 | 210 | |||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 173 419 | 4,57 | 15 798 | 9,29 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 96 848 | 12,51 | 8 823 | 17,58 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 184 186 | 6,60 | 16 779 | 11,41 | ||||
| 2025-08-01 | 13F | Motco | 15 968 | 1 476 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24 742 | 0,00 | 2 254 | 4,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 263 726 | 15,93 | 115 125 | 21,16 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2 693 123 | 6,07 | 245 343 | 10,85 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 106 | 10 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 75 412 | 7,70 | 6 870 | 12,55 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 81 569 | 0,03 | 7 431 | 4,54 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 238 555 | 48,02 | 21 732 | 54,70 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 187 050 | 1,97 | 17 040 | 6,57 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 110 078 | 16,22 | 10 028 | 21,46 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 335 159 | 39,86 | 30 533 | 46,17 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 7 597 | 110,44 | 692 | 120,38 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 19 111 | 1 741 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 350 | 32 | ||||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 173 818 | 4,05 | 15 835 | 8,74 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 33 794 | 3 079 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 30 249 | 16,09 | 2 756 | 21,31 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 360 258 | 3,64 | 32 820 | 8,31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 266 680 | 2,31 | 115 395 | 6,93 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 26 681 | 15,59 | 2 431 | 20,78 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 251 063 | 10,91 | 205 072 | 15,91 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 84 918 | 3,68 | 7 736 | 8,36 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 2 255 | 205 | ||||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 2 843 | 0,04 | 259 | 7,50 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 8 147 | 4,41 | 742 | 9,12 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1 221 718 | 20,82 | 111 | 26,14 | ||||
| 2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 55 822 | 7,86 | 4 611 | −9,36 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 37 107 | 33,12 | 3 380 | 39,15 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7 560 | 4,54 | 689 | 9,21 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 3 551 | 7,44 | 324 | 12,15 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 46 331 | 0,83 | 4 221 | 5,37 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 17 410 | 3,05 | 1 586 | 7,74 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 14 143 | 25,82 | 1 288 | 31,56 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 146 123 | 13,27 | 13 312 | 18,37 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 2 557 | 233 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 31 347 | 5,37 | 2 856 | 10,10 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 5 895 | 0,98 | 537 | 5,71 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24 764 | 21,66 | 2 256 | 27,17 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 99 558 | 87,25 | 9 070 | 95,71 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 204 092 | 13,96 | 19 391 | 40,52 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 4 600 | 5,00 | 419 | 9,97 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 4 981 | 20,84 | 454 | 26,18 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 168 | 136,62 | 15 | 150,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 176 424 | 9,01 | 16 072 | 13,93 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 49 669 | 14,99 | 4 525 | 20,16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 182 936 | 32,93 | 16 686 | 39,17 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 21 934 | 27,23 | 1 998 | 33,02 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 184 167 | 13,69 | 16 778 | 18,82 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 105 366 | 1,94 | 9 599 | 19,20 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 197 174 | 3,13 | 17 188 | −6,88 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3 190 | 259 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 250 474 | 121,40 | 22 818 | 131,40 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 42 | 4 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 77 027 | 18,05 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 23 400 | 15,84 | 2 132 | 21,08 | |||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 186 656 | 13,99 | 17 004 | 19,13 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 2 546 | 232 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 43 632 | 3 975 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 131 | 12 | ||||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 2 223 | 203 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 610 646 | 1,09 | 55 630 | 5,65 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 203 327 | 5,24 | 18 527 | 44,89 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10 051 | 51,67 | 916 | 58,58 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 5 371 | 22,79 | 489 | 28,35 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 669 | 61 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 7 626 | 87,97 | 695 | 96,60 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2 761 344 | 1,75 | 251 558 | 6,34 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 73 770 | 7,00 | 6 738 | 12,13 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 17 913 | 1,16 | 1 632 | 5,70 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 270 697 | 13,33 | 24 660 | 18,44 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 375 270 | 763,66 | 34 187 | 802,75 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 989 | 126,33 | 1 183 | 136,60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 27 476 | 5,94 | 2 503 | 10,75 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 22 557 | 13,55 | 2 055 | 18,66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 471 | 59,50 | 498 | 67,11 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 71 646 | 1,65 | 6 527 | 6,22 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 3 021 | 4,06 | 275 | 8,70 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 371 111 | 5,83 | 33 808 | 10,61 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 75 868 | 1,56 | 6 912 | 6,14 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 21 716 | 7,81 | 1 978 | 12,71 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 64 686 | 2,97 | 5 893 | 7,62 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 66 516 | 0,43 | 6 060 | 4,95 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 915 454 | 5,82 | 83 398 | 10,59 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 25 026 | 121,37 | 2 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 81 268 | 78,63 | 7 | 133,33 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 82 082 | 3,73 | 7 478 | 8,39 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 931 863 | 30,35 | 175 992 | 36,23 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 30 661 | 88,97 | 2 793 | 97,52 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 215 334 | 15,00 | 19 617 | 20,18 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 97 455 | 30,92 | 8 878 | 36,84 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 76 293 | 47,61 | 6 950 | 54,27 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 150 026 | 0,46 | 13 667 | 4,99 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 208 385 | 9,18 | 18 365 | 3,63 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 49 275 | 10,01 | 4 489 | 14,96 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 101 368 | 4,37 | 9 235 | 9,07 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 357 721 | 11,12 | 32 588 | 16,13 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 342 112 | 2,82 | 31 | 6,90 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 32 647 | 38,82 | 2 974 | 45,07 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 94 342 | 9,60 | 8 595 | 14,54 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1 816 | 4 440,00 | 165 | 5 400,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 32 871 | 422,18 | 3 | |||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 2 229 | 203 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 65 453 | 71,99 | 5 963 | 79,74 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 2 206 | 201 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 32 857 | 18,27 | 2 993 | 23,63 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 15 548 | 17,41 | 1 416 | 22,70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 004 936 | 11,63 | 182 650 | 16,66 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 3 819 | 19,87 | 348 | 25,27 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 150 699 | 624,44 | 13 729 | 657,20 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 67 908 | 39,38 | 6 186 | 45,69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80 679 | 9,08 | 7 350 | 13,99 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 10 439 | 1,63 | 965 | 7,71 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 5 360 | 32,57 | 488 | 38,64 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 61 122 | 132,27 | 5 568 | 142,83 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 29 581 | 0,17 | 2 695 | 4,66 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 173 | 207 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 21 874 | 3,39 | 1 993 | 8,03 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 374 | 125 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 23 757 | 80,31 | 2 164 | 88,50 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 315 | 48,03 | 393 | 54,72 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 100 424 | 6,65 | 9 149 | 11,47 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 218 416 | 14,31 | 20 | 18,75 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 213 402 | 2,18 | 19 441 | 6,78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 157 019 | 8,37 | 14 306 | 13,26 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 691 765 | 4,21 | 63 020 | 8,91 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 11 814 | 8,98 | 1 030 | −1,63 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 24 307 | 73,41 | 2 214 | 81,33 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 35 611 | 2,45 | 3 244 | 7,10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 607 835 | 5,45 | 55 374 | 10,20 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 42 992 | 9,48 | 3 917 | 14,44 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 105 339 | 3,79 | 9 596 | 8,48 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 19 022 | 178,30 | 1 733 | 191,09 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 42 699 | 3 989 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 66 026 | 18,54 | 6 015 | 23,87 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 117 448 | 7,79 | 10 700 | 12,66 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 2 204 | 201 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 125 983 | 11 970 | ||||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 315 934 | 4,76 | 28 782 | 9,48 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 31 140 | 14,24 | 2 946 | 43,78 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 137 353 | 22,29 | 12 513 | 27,80 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 36 526 | 22,83 | 3 328 | 28,36 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 45 000 | 4 217 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5 235 | 42,02 | 477 | 48,29 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 26 408 | 6,92 | 2 406 | 11,76 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 15 845 | 12,44 | 1 444 | 17,51 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 60 239 | 0,50 | 5 488 | 5,01 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 455 325 | 7,44 | 41 480 | 12,28 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 104 621 | 3,04 | 9 531 | 7,68 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 47 795 | 2,71 | 4 354 | 7,35 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 7 896 | 4,47 | 719 | 9,27 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2 812 | 0,39 | 256 | 4,92 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 64 346 | 22,90 | 5 862 | 28,45 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7 943 | 6,98 | 724 | 11,75 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 22 | 2 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 304 829 | 4,39 | 27 770 | 9,09 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 105 308 | 0,06 | 9 594 | 4,57 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 3 616 | 329 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 561 391 | 8,00 | 51 143 | 12,87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 743 | 0,52 | 159 | 4,64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 94 385 | 25,36 | 8 598 | 31,01 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 168 120 | 9,13 | 15 316 | 14,05 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 121 400 | 3,25 | 11 060 | 7,91 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 758 568 | 2,55 | 69 106 | 7,18 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 122 252 | 2,30 | 11 137 | 6,91 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 5 951 | 0,49 | 542 | 5,04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 192 | 0,07 | 382 | 4,38 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 27 031 | 5,12 | 2 463 | 9,86 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 20 067 | 1,35 | 1 828 | 5,85 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 183 354 | 6,65 | 107 804 | 11,46 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 67 729 | 63,54 | 6 170 | 70,91 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12 224 | 1,67 | 1 114 | 6,20 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 61 693 | 3,19 | 5 620 | 7,85 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 25 620 | 2 334 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 76 409 | 5,15 | 6 961 | 9,88 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 2 562 | 233 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 12 897 | 6,18 | 1 175 | 10,96 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 170 497 | 4,37 | 15 532 | 9,07 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 7 378 | 15,10 | 672 | 20,43 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 31 889 | 21,60 | 2 905 | 27,08 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 261 449 | 14,32 | 23 818 | 19,47 | ||||
| 2025-07-14 | 13F | Friday Financial | 21 960 | 10,57 | 2 001 | 13,31 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 52 093 | 1,69 | 4 746 | 6,27 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 181 390 | 4,75 | 16 525 | 9,47 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 270 863 | 2,70 | 24 676 | 7,32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 883 120 | 11,32 | 444 852 | 16,34 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 56 069 | 16,15 | 5 108 | 21,39 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 60 | −7,69 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 4 027 | 367 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 110 911 | 22,74 | 10 104 | 28,28 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 87 604 | 25,06 | 7 981 | 30,69 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13 758 | 2,31 | 1 253 | 6,91 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 917 | 95,94 | 84 | 107,50 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 3 758 | 3,24 | 342 | 7,89 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 70 668 | 16,69 | 6 692 | 37,36 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 148 360 | 0,23 | 14 | 8,33 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 48 764 | 12,09 | 4 451 | 17,32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8 722 | 73,06 | 795 | 80,87 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 619 902 | 1,19 | 56 473 | 5,75 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 9 752 | 888 | ||||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 33 949 | 16,40 | 3 093 | 21,64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 218 052 | 4,66 | 19 865 | 9,39 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 35 715 | 49,69 | 3 254 | 56,47 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 4 241 | 386 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 | 0 | ||||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 74 157 | 1,73 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 954 | 2,12 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 68 184 | 0,76 | 6 212 | 5,31 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 162 651 | 0,38 | 14 817 | 4,97 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 115 462 | 13,32 | 10 519 | 18,50 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 96 105 | 7,69 | 9 | 28,57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 370 722 | 37,93 | 33 773 | 44,15 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 497 | 1 029,55 | 45 | 1 400,00 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 233 946 | 4,58 | 21 312 | 20,63 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 51 034 | 10,30 | 4 649 | 15,27 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 37 356 | 29,51 | 3 403 | 35,36 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 82 426 | 24,66 | 7 509 | 30,28 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 11 770 | 239,00 | 1 072 | 254,97 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 31 | 3 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9 473 | 1,99 | 863 | 6,55 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 846 | 41,95 | 77 | 50,98 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 221 773 | 1,91 | 19 332 | −7,97 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 50 013 | 597,63 | 4 556 | 630,13 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 210 230 | 1,55 | 19 152 | 6,13 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 607 046 | 503,45 | 55 302 | 530,71 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 87 356 | 23,06 | 7 958 | 28,62 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 297 432 | 206,88 | 27 096 | 220,74 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 24 943 | 5,66 | 2 272 | 10,45 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 283 850 | 5,18 | 25 859 | 9,92 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 8 241 | 0,38 | 751 | 4,90 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 67 013 | 4,08 | 6 105 | 8,77 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 55 893 | 8,63 | 5 092 | 13,51 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 10 911 | 994 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 246 | 0,41 | 22 | 4,76 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 730 259 | 3,48 | 66 527 | 8,14 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 21 695 | 18,20 | 1 976 | 23,50 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 3 355 | 306 | ||||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 1 011 401 | 1,39 | 88 113 | −8,14 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 18 082 | 4,60 | 1 647 | 9,36 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2 413 | 221 | ||||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 41 864 | 4,42 | 3 814 | 9,13 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 145 052 | 21,40 | 13 214 | 26,87 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2 748 | 250 | ||||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 10 945 | 997 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 45 548 | 0,69 | 4 340 | 18,84 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5 943 | 107,36 | 541 | 117,27 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 22 | 0 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 18 154 | 6,59 | 1 654 | 11,39 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 31 036 | 9 136,90 | 2 827 | 3,33 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 329 958 | 12,45 | 30 059 | 17,52 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 939 279 | 7,94 | 85 568 | 12,81 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 6 382 | 0,02 | 581 | 4,50 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 6 799 | 0,89 | 619 | 5,45 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 7 825 | 29,17 | 713 | 34,85 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 79 737 | 15,39 | 7 170 | 18,81 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 14 258 | 26,49 | 1 299 | 32,28 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3 624 | 2,00 | 330 | 6,80 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 4 732 | 8,81 | 431 | 13,72 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 177 | 16 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 247 112 | 17,01 | 22 512 | 22,29 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 475 392 | 43 308 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 20 153 | 30,98 | 1 836 | 36,84 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 165 | 12,29 | 1 017 | 17,44 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 132 483 | 23,80 | 12 069 | 29,38 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 207 636 | 0,68 | 18 916 | 5,22 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 33 968 | 12,86 | 3 094 | 17,96 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 131 269 | 5,30 | 11 959 | 10,04 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 34 643 | 33,77 | 3 156 | 39,79 | ||||
| 2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29 134 | 0,26 | 2 407 | −15,76 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15 199 | 62,64 | 1 385 | 53,44 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 55 513 | 56,96 | 5 057 | 64,03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 292 534 | 44,84 | 27 | 52,94 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 13 430 | 1 223 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 192 094 | 1,99 | 18 | 6,25 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 635 751 | 8,91 | 57 917 | 13,82 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 25 079 | 0,63 | 2 285 | 5,16 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 873 | 353 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 908 604 | 3,89 | 538 274 | 8,58 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 153 834 | 1,17 | 14 014 | 5,73 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 57 367 | 0,02 | 5 226 | 4,54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 341 371 | 38,45 | 31 099 | 44,69 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 99 718 | 5,77 | 9 084 | 10,54 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13 453 | 8,36 | 1 226 | 13,22 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 672 | 144,36 | 61 | 165,22 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 133 663 | 14,12 | 12 177 | 19,26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 71 685 | 10,67 | 6 821 | 27,31 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 26 804 | 3,32 | 2 547 | 12,61 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 87 300 | 8,98 | 7 953 | 13,91 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 46 651 | 54,72 | 4 | 100,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 18 324 | 5,25 | 1 669 | 10,02 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 007 | 456 | ||||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 35 872 | 78,69 | 3 268 | 86,79 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 19 476 | 1 774 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 49 774 | 5,09 | 4 534 | 9,84 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 105 303 | 13,70 | 9 593 | 18,37 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 361 | 6,47 | 488 | 11,42 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6 760 | 12,11 | 616 | 17,14 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 91 468 | 3,32 | 8 333 | 7,98 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 99 022 | 8,12 | 9 024 | 13,00 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 14 754 | 29,19 | 1 344 | 35,08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22 872 | 814,88 | 2 084 | 859,91 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 240 820 | 93,40 | 21 939 | 102,12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 57 625 | 5 250 | ||||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 123 331 | 16,14 | 11 235 | 21,37 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 674 | 712,62 | 0 | |||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 136 266 | 0,54 | 11 257 | −15,52 | ||||
| 2025-07-30 | NP | CCMG - CCM Global Equity ETF | 1 129 106 | 12,06 | 99 508 | 6,37 | ||||
| 2025-08-08 | 13F | Creative Planning | 14 595 072 | 29,84 | 1 329 611 | 35,70 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 81 890 | 8,94 | 7 460 | 13,86 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2 526 | 230 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 3 906 | 4,05 | 356 | 8,56 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3 799 | 0,48 | 346 | 5,17 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 61 621 | 23,69 | 5 614 | 29,27 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 26 892 | 4,88 | 2 450 | 9,57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 208 | 0,84 | 1 112 | 5,40 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 23 645 | 509,88 | 2 154 | 539,17 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 82 111 | 29,72 | 7 480 | 35,58 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 15 072 | 11,93 | 1 373 | 17,05 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 175 | 16 | ||||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 38 195 | 25,02 | 3 480 | 30,64 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 178 109 | 25,85 | 16 225 | 31,51 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 171 910 | 1,77 | 15 661 | 6,35 |
