Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF inkluderar Maseco Llp, B&D White Capital Company, LLC, Atlas Private Wealth Advisors, Midwest Trust Co, Sei Investments Co, Wesbanco Bank Inc, Summit Wealth Group Llc / Co, Legacy Capital Wealth Partners, LLC, Eaton Financial Holdings Company, LLC, Schneider Downs Wealth Management Advisors, LP, Cookson Peirce & Co Inc, EWG Elevate Inc., Cedar Point Capital Partners, LLC, rebel Financial LLC, Wharton Business Group, LLC, Live Oak Private Wealth LLC, Hancock Whitney Corp, Fft Wealth Management Llc, Meredith Wealth Planning, och Exchange Traded Concepts, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Shearwater Capital LLC | 1 704 261 | 3,00 | 61 081 | 11,90 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 34 402 | 30,77 | 1 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1 901 625 | 4,78 | 68 154 | 13,84 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 324 | 12 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 236 970 | 6,57 | 8 493 | 15,77 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 4 080 082 | 47,14 | 146 230 | 59,85 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 75 496 | 179,77 | 2 706 | 203,93 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 32 658 | 0,30 | 1 170 | 8,94 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 490 049 | 5,84 | 17 563 | 14,99 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 20 564 | 54,56 | 737 | 68,26 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 324 443 | 3,29 | 11 628 | 12,22 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 772 386 | 9,42 | 27 682 | 18,87 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 925 272 | 0,14 | 33 162 | 8,79 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 9 407 | 4,51 | 337 | 13,85 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 35 483 | 27,73 | 1 272 | 38,76 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 580 020 | 2,18 | 20 788 | 11,01 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1 105 705 | 1,21 | 39 628 | 9,96 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 190 086 | 2,56 | 6 813 | 11,42 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 1 975 570 | 0,66 | 70 804 | 9,36 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 69 636 | 178,99 | 2 496 | 203,16 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 958 576 | 5,54 | 34 355 | 14,65 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 352 041 | 7,88 | 48 457 | 17,20 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 111 426 | 26,23 | 3 993 | 37,12 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 710 019 | 1,00 | 25 447 | 9,72 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3 208 908 | 1,90 | 115 007 | 10,71 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 64 800 | 483,78 | 2 322 | 534,43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 15 266 | 500,31 | 547 | 639,19 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 96 820 | 195,12 | 3 470 | 220,70 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 219 638 | 11,61 | 7 872 | 21,24 | ||||
| 2025-08-07 | 13F | Nwam Llc | 243 614 | 6,83 | 8 731 | 16,06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 983 445 | 5,96 | 71 087 | 15,12 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 072 | 38 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 493 258 | 4,39 | 17 678 | 13,41 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3 093 882 | 9,95 | 111 | 19,57 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 62 505 | 404,81 | 2 240 | 449,02 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 35 086 | 4,03 | 1 257 | 13,04 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 101 145 | 2,82 | 3 625 | 11,71 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 137 620 | 4,24 | 4 932 | 13,25 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 592 874 | 21 249 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 590 085 | 15,01 | 21 149 | 24,94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6 043 740 | 2,19 | 216 608 | 11,02 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 836 | 30 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 30 402 | 1 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 820 893 | 1,76 | 29 421 | 10,55 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 9 091 | 0,30 | 326 | 8,70 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 8 826 | 316 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 16 416 | 588 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 6 806 | 244 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3 537 788 | 6,70 | 126 794 | 15,92 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 41 458 | 0,00 | 1 514 | 22,49 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8 131 | 3,76 | 291 | 12,79 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 1 021 231 | 3,42 | 36 601 | 12,35 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 245 412 | 6,36 | 8 796 | 15,56 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 499 | 18 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 18 757 | 0,17 | 672 | 8,91 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 20 142 | 0,01 | 722 | 8,58 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 428 736 | 2,87 | 51 206 | 11,76 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 13 472 | 69,33 | 483 | 83,97 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 3 901 103 | 6,65 | 139 816 | 15,87 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 10 662 349 | 4,89 | 382 139 | 13,95 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 2 992 083 | 1,48 | 107 236 | 10,25 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 11 008 | 1,55 | 395 | 10,36 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 476 824 | 2,60 | 52 929 | 11,47 | ||||
| 2025-07-29 | 13F | Schubert & Co | 469 236 | 11,08 | 16 817 | 20,68 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 2 699 138 | 3,90 | 96 737 | 12,87 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 563 574 | 13,04 | 20 198 | 22,81 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 336 024 | 0,53 | 12 043 | 9,21 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 3 592 902 | 1,70 | 128 770 | 10,48 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 14 466 | 518 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3 674 | 0,30 | 132 | 9,17 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 229 981 | 0,06 | 8 243 | 8,70 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 33 891 | 0,02 | 1 215 | 8,68 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 858 629 | 0,49 | 30 773 | 9,17 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 597 872 | 63,48 | 21 428 | 77,60 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4 341 699 | 0,06 | 155 607 | 8,71 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 389 273 | 3,02 | 121 472 | 11,92 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 43 734 | 1,17 | 1 567 | 9,89 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 44 527 | 0,03 | 1 596 | 8,65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 375 863 | 1,50 | 120 991 | 10,26 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 3 000 | 108 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 152 227 | 0,18 | 5 456 | 8,84 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 3 055 222 | 1,22 | 109 499 | 9,97 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 23 038 | 156,12 | 826 | 178,72 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 52 567 | 0,96 | 1 884 | 9,73 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12 781 699 | 8,21 | 462 825 | 23,17 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 17 972 | 0,25 | 644 | 8,97 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 491 315 | 7,26 | 16 208 | 10 158,23 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 27 937 | 0,85 | 1 001 | 9,64 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 97 762 | 1 053,53 | 3 504 | 1 155,56 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 147 537 | 2,05 | 112 808 | 10,87 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 3 509 007 | 2,13 | 125 763 | 10,95 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 47 583 | 5,18 | 1 630 | 16,69 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 872 | 210 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 303 303 | 9,64 | 10 870 | 19,11 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 188 141 | 1,99 | 6 743 | 10,80 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 101 792 | 20 631,57 | 3 648 | 22 700,00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 128 339 | 9,82 | 4 600 | 19,30 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 1 177 574 | 2,26 | 42 204 | 11,09 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 1 237 703 | 6,12 | 44 607 | 15,93 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 460 781 | 1,97 | 16 514 | 10,79 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 163 484 | 3,13 | 5 859 | 12,05 | ||||
| 2025-07-23 | 13F | Matisse Capital | 9 431 | 0,30 | 338 | 9,03 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 109 222 | 9,89 | 3 915 | 19,40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 434 639 | 4,85 | 51 | 13,33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 130 053 | 96,99 | 4 661 | 114,00 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 37 943 | 0,26 | 1 360 | 8,89 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 938 746 | 3,15 | 33 645 | 12,06 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 758 345 | 53,90 | 27 179 | 67,20 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1 503 141 | 111,28 | 53 873 | 129,54 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 589 951 | 0,62 | 21 144 | 9,31 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 7 236 | 0,07 | 259 | 8,82 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 27 530 | 38,73 | 987 | 50,76 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 4 190 962 | 4,70 | 150 204 | 13,74 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 3 349 885 | 10,26 | 123 | 22,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 215 953 | 2,49 | 115 260 | 11,35 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 992 552 | 1,93 | 35 573 | 10,74 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 833 081 | 7,12 | 173 218 | 16,37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6 862 | 0,07 | 246 | 9,38 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 795 734 | 8,25 | 28 519 | 17,60 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 54 686 | 0,02 | 1 960 | 8,65 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 761 703 | 1,06 | 27 299 | 9,79 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 60 082 | 0,17 | 1 982 | −4,44 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 347 846 | 1,51 | 12 467 | 10,28 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8 483 | 8,09 | 304 | 17,83 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 10 814 333 | 15,48 | 348 979 | 4,48 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 132 615 | 2,50 | 4 753 | 11,34 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 158 708 | 8,97 | 5 688 | 18,40 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 4 716 | 41,49 | 169 | 55,05 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 79 546 | 2 851 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13 726 | 492 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 127 890 | 4 584 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8 516 | 305 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 8 405 | 0,29 | 301 | 9,06 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 140 000 | 2,52 | 5 018 | 11,39 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 1 765 259 | 1,28 | 63 267 | 10,03 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1 104 569 | 10,68 | 39 588 | 20,24 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 761 413 | 0,58 | 27 289 | 9,27 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 422 | 230 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 21 846 | 783 | ||||||
| 2025-07-15 | 13F | Vestment Financial LLC | 1 004 773 | 3,11 | 36 338 | 12,42 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 226 513 | 1,19 | 8 118 | 9,94 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 794 892 | 2,29 | 28 487 | 11,12 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 700 112 | 2,87 | 25 092 | 11,75 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 210 | 79 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 8 809 842 | 108,94 | 315 745 | 127,00 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 722 717 | 12,38 | 25 902 | 22,10 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 356 460 | 12,70 | 12 774 | 22,44 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 180 577 | 10,98 | 6 472 | 20,55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68 457 | 142,76 | 2 453 | 163,76 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 22 880 | 123,22 | 3 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 5 620 | 201 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 105 843 | 2,46 | 3 793 | 11,33 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 36 300 | 0,64 | 1 301 | 9,34 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 75 651 | 32,85 | 2 711 | 44,36 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 35 483 | 0,57 | 1 272 | 9,29 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 143 429 | 1,54 | 5 194 | 11,08 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 12 385 | 444 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 397 638 | 2,10 | 14 251 | 10,92 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 975 | 35 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 86 542 | 3,89 | 3 102 | 12,85 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 10 282 | 0 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 49 829 | 0,04 | 1 786 | 8,64 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 14 755 | 41,26 | 529 | 53,49 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 20 514 | 100,00 | 735 | 117,46 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 17 118 | 0,30 | 624 | 17,33 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3 289 923 | 6,96 | 117 911 | 16,20 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 6 832 | 0,25 | 245 | 8,93 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 1 463 137 | 10,34 | 52 439 | 19,87 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 11 294 | 405 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 57 377 | 1,48 | 2 056 | 10,24 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 168 808 | 242,69 | 6 050 | 272,31 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 1 888 686 | 4,81 | 67 691 | 13,87 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 454 937 | 1,63 | 16 305 | 10,37 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 19 376 | 3,28 | 694 | 12,30 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 15 617 | 7,80 | 560 | 17,19 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 472 | 0,21 | 17 | 6,67 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5 846 | 210 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15 569 | 3,84 | 1 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 144 186 | 5 168 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3 664 626 | 2,22 | 131 340 | 11,05 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 092 250 | 1,37 | 39 146 | 10,12 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 15 211 | 545 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 3 494 353 | 0,42 | 125 238 | 9,10 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1 310 513 | 4,06 | 46 969 | 13,05 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 93 885 | 4,66 | 3 365 | 13,69 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 24 135 | 15,32 | 796 | 10,10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 44 143 | 46,48 | 1 582 | 59,15 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11 389 | 408 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 70 640 | 1,10 | 2 532 | 9,80 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 5 212 | 0,31 | 187 | 8,77 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 20 599 | 744 | ||||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 744 592 | 6,35 | 26 719 | 15,69 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 42 329 | 0,70 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 57 831 | 2 073 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 133 236 | 20,52 | 4 775 | 30,93 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 15 628 | 76,97 | 563 | 90,85 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 8 557 | 0,30 | 307 | 8,90 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 850 414 | 101,30 | 66 319 | 118,69 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 32 274 | 1 157 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 98 464 | 0,99 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5 800 | 208 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 972 075 | 13,72 | 34 839 | 23,54 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 1 170 032 | 0,63 | 41 934 | 9,32 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 6 009 | 215 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11 304 | 2,74 | 405 | 11,88 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 10 841 | 0,30 | 389 | 8,99 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 300 211 | 0,00 | 10 760 | 8,64 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 16 910 | 0,30 | 606 | 8,99 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 15 201 | 0,30 | 545 | 9,02 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 880 460 | 4,45 | 31 556 | 13,47 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 920 871 | 3,05 | 33 004 | 11,96 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6 118 | 219 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 822 | 316 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 157 969 | 5 662 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 23 580 | 845 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 21 001 | 1,53 | 753 | 10,26 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13 374 | 1,48 | 479 | 10,37 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 10 742 511 | 1,64 | 385 012 | 10,42 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 81 418 | 7,33 | 2 918 | 16,63 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 7 377 | 0,30 | 264 | 9,09 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 555 | 0,07 | 342 | 8,92 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 465 257 | 2,98 | 16 675 | 11,88 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 100 579 | 6,58 | 3 605 | 10,42 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 47 981 | 26,25 | 1 720 | 37,19 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 56 562 304 | 5,18 | 2 027 197 | 14,27 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 701 057 | 3,60 | 25 126 | 12,55 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 620 023 | 0,79 | 22 222 | 9,49 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 150 469 | 0,30 | 5 393 | 8,95 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 104 196 | 10,26 | 3 734 | 19,79 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 46 057 | 8,41 | 1 651 | 17,77 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2 961 360 | 16,00 | 106 | 26,19 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 465 411 | 5,90 | 52 520 | 15,05 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 32 094 | 1 150 | ||||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 8 302 | 298 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 649 | 0,31 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 95 508 | 14,41 | 3 423 | 24,34 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 32 981 | 7,59 | 1 182 | 16,91 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 66 981 | 1,91 | 2 401 | 10,70 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 42 090 | 0,30 | 1 509 | 8,96 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 23 349 | 0,09 | 837 | 8,71 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 851 416 | 54,65 | 30 515 | 68,01 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 492 982 | 5,74 | 54 | 15,22 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 2 816 105 | 2,82 | 100 929 | 11,71 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 101 111 | 2,06 | 3 624 | 10,86 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 8 101 | 0,30 | 290 | 9,02 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 2 516 240 | 8,75 | 90 182 | 18,15 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6 068 | 217 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 2 008 195 | 1,16 | 71 974 | 9,90 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2 094 750 | 3,56 | 75 076 | 12,51 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 28 562 | 0,18 | 1 024 | 8,83 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 1 317 429 | 4,68 | 47 217 | 13,72 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 2 032 769 | 2,67 | 72 854 | 11,54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 5 854 | 5,50 | 193 | 1,05 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 53 969 | 53,97 | 1 934 | 67,30 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 84 475 | 0,02 | 3 028 | 8,65 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 32 441 | 0,30 | 1 163 | 8,90 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 27 973 | 1 003 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 007 | 30,07 | 502 | 41,41 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 23 188 | 0,30 | 831 | 9,06 | ||||
| 2025-07-31 | 13F | City State Bank | 76 311 | 2,25 | 2 735 | 11,05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12 069 | 11,26 | 433 | 21,01 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 25 497 | 9,16 | 914 | 18,57 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 23 383 | 1,41 | 838 | 15,91 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 38 986 | 0,30 | 1 397 | 8,97 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1 981 414 | 3,39 | 71 014 | 20,94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 54 829 103 | 5,02 | 1 965 075 | 14,10 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 194 842 | 7,37 | 6 983 | 16,66 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 26 773 | 0,67 | 981 | 11,74 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 35 848 | 7,32 | 1 183 | −0,76 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 660 840 | 6,56 | 23 685 | 15,77 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 39 465 | 1 414 | ||||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 1 420 278 | 15,48 | 50 903 | 25,46 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 456 678 | 15,95 | 16 367 | 25,97 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 7 780 | 0,15 | 279 | 8,59 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 2 702 245 | 6,08 | 96 848 | 15,25 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 1 135 804 | 38,48 | 41 400 | 45,92 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 6 414 | 0,36 | 230 | 9,05 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 156 566 | 17,55 | 5 611 | 27,70 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 43 865 | 0,01 | 1 572 | 8,71 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 264 491 | 4,21 | 9 479 | 13,22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 436 238 | 9,13 | 15 635 | 18,16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 80 694 | 12,85 | 2 892 | 22,65 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 287 575 | 0,62 | 10 307 | 9,31 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 21 994 | 788 | ||||||
| 2025-07-14 | 13F | Chico Wealth RIA | 1 639 124 | 0,90 | 58 746 | 9,62 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 696 150 | 23,62 | 24 950 | 34,30 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 61 523 | 0,61 | 2 205 | 9,27 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 8 677 | 0,05 | 317 | 10,49 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 5 816 | 208 | ||||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 93 077 | 27,39 | 3 336 | 38,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 17 435 874 | 0,44 | 624 902 | 9,12 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7 857 | 50,00 | 282 | 63,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 140 511 | 7,29 | 5 036 | 16,55 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 8 726 | 313 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 17 253 | 3,00 | 618 | 11,96 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 24 000 | 94,62 | 24 | −94,09 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 2 300 751 | 0,61 | 82 459 | 9,30 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 71 361 | 0,30 | 2 558 | 8,95 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 11 201 | 0,30 | 401 | 8,97 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 10 593 | 0,29 | 380 | 4,12 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 725 921 | 9,24 | 26 017 | 18,67 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 16 016 | 0,29 | 574 | 9,13 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 92 807 | 9,20 | 3 326 | 18,66 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6 658 | 239 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 32 599 | 1 182 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 48 163 | 8,37 | 1 726 | 17,74 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2 363 | 276,27 | 85 | 320,00 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 6 000 | 215 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 10 299 | 369 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 762 261 | 8,88 | 27 319 | 18,29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13 182 | 0,47 | 472 | 9,26 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 116 745 | 5,16 | 4 184 | 14,25 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 186 959 | 42 535 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 15 926 | 3,89 | 571 | 12,87 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 27 486 | 45,86 | 985 | 58,62 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 34 660 | 0,06 | 1 242 | 8,76 | ||||
| 2025-07-21 | 13F | 25 Llc | 76 817 | 1,89 | 2 753 | 10,70 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 46 933 | 5,20 | 1 682 | 14,34 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 3 362 415 | 5,27 | 121 181 | 15,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 197 214 | 17,66 | 7 068 | 27,84 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 115 461 | 1 146,61 | 4 138 | 1 256,72 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 20 905 | 14,10 | 749 | 24,01 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 739 089 | 26 489 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 74 775 | 43,67 | 2 726 | 68,31 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 44 846 | 28,31 | 1 607 | 39,38 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 23 705 | 0,14 | 850 | 8,85 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 327 702 | 1,85 | 11 745 | 10,65 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 96 678 | 3 465 | ||||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 53 627 | 1 922 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 26 015 | 0,27 | 932 | 9,01 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1 267 977 | 0,01 | 45 444 | 8,65 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 923 746 | 4,76 | 33 107 | 13,81 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 84 146 | 1,95 | 3 016 | 10,76 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 171 695 | 17,20 | 6 154 | 27,34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 179 | 9,15 | ||||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 630 822 | 14,31 | 20 811 | 9,02 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 39 006 | 53,60 | 938 | 12,07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 170 197 | 0,01 | 6 100 | 8,64 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 5 951 | 213 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 69 332 | 38,45 | 2 485 | 50,36 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 235 633 | 4,07 | 8 445 | 13,07 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 120 015 | 2,17 | 4 384 | 14,29 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4 380 | 157 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 940 232 | 0,86 | 33 698 | 15,01 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 365 195 | 1,45 | 13 246 | 26,36 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 20 586 | 13,78 | 738 | 23,66 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2 207 897 | 0,77 | 79 131 | 9,47 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 5 701 | 204 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 915 763 | 19,51 | 32 821 | 29,84 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 711 456 | 16,79 | 23 471 | 11,39 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 26 779 | 44,13 | 960 | 56,70 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 121 805 | 9,35 | 76 045 | 18,80 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1 564 813 | 9,38 | 56 083 | 18,83 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 37 276 | 0,16 | 1 336 | 8,80 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 14 848 | 1 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 7 100 | 1 083,33 | 254 | 1 236,84 | |||
| 2025-07-02 | 13F | S. R. Schill & Associates | 23 826 | 0,30 | 854 | 8,94 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 23 921 | 0,17 | 857 | 8,89 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 29 036 | 1 041 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 6 907 | 248 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 40 969 925 | 1,62 | 1 468 362 | 10,40 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 33 900 | 1 215 | ||||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 617 042 | 1,32 | 22 115 | 10,07 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 266 303 | 1,78 | 9 544 | 10,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 36 600 | 120,48 | 1 312 | 139,67 | |||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 56 334 | 40,21 | 2 019 | 52,38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 622 336 | 11,59 | 93 985 | 21,23 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 1 736 307 | 3,13 | 62 229 | 12,04 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 517 280 | 1,43 | 18 539 | 10,19 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 118 989 | 10,34 | 4 | 33,33 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 14 359 | 0,74 | 515 | 9,36 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 169 | 6 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 234 158 | 1,12 | 8 392 | 9,87 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 4 873 | 175 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 8 036 958 | 3,51 | 288 045 | 12,46 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 1 747 982 | 4,02 | 62 648 | 13,00 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 59 966 | 292,99 | 2 149 | 327,24 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 2 189 067 | 2,91 | 78 456 | 11,81 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 169 605 | 290,45 | 6 | 500,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9 945 | 56,99 | 356 | 71,15 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 14 117 | 11,13 | 1 | |||||
| 2025-07-11 | 13F | Scratch Capital Llc | 550 603 | 27,17 | 19 734 | 38,16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3 744 938 | 5,52 | 134 218 | 14,65 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 227 298 | 0,29 | 8 115 | 9,16 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 435 034 | 17,96 | 15 592 | 28,15 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 9 687 | 6,19 | 355 | 21,99 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 335 241 | 0,74 | 83 695 | 9,45 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12 538 | 0,18 | 449 | 8,98 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 437 749 | 25,96 | 15 689 | 36,85 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 1 222 837 | 3,70 | 43 826 | 12,66 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1 732 376 | 20,72 | 62 088 | 31,15 | ||||
| 2025-08-11 | 13F | Pollock Investment Advisors, LLC | 124 401 | 96,84 | 4 459 | 113,92 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 130 529 | 9,55 | 4 678 | 19,03 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 538 651 | 21,19 | 198 505 | 35,78 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 14 477 | 0,99 | 519 | 9,75 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 205 594 | 4,57 | 7 369 | 13,62 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 24 259 | 38,52 | 869 | 50,61 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 16 216 | 2,11 | 581 | 11,09 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 1 307 267 | 8,54 | 46 852 | 17,92 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 140 800 | 4,59 | 5 046 | 13,62 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 183 110 | 0,47 | 6 563 | 9,15 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 212 725 | 12,00 | 7 624 | 21,69 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 81 408 | 2 918 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 151 726 | 13,05 | 5 438 | 22,81 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 1 812 543 | 4,36 | 64 962 | 13,37 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5 624 | 202 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 124 510 | 0,09 | 4 462 | 8,72 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 12 007 | 430 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 713 091 | 2,99 | 25 557 | 11,89 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 295 357 | 1 517,07 | 11 | |||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 24 868 | 0,30 | 891 | 9,06 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 3 188 | 50,73 | 114 | 65,22 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 676 493 | 6,58 | 24 381 | 25,36 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 41 244 | 31,90 | 1 478 | 43,36 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 965 159 | 1,00 | 34 591 | 9,73 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 64 862 | 2 388 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31 898 | 234,36 | 1 143 | 264,01 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 27 452 | 0,30 | 984 | 8,98 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 68 897 | 30,06 | 2 469 | 41,33 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 2 151 141 | 1,03 | 77 097 | 9,76 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 2 073 | 0,34 | 74 | 8,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 070 746 | 2,89 | 110 056 | 11,78 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 14 875 | 0,01 | 533 | 8,78 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1 849 535 | 68,99 | 66 287 | 83,59 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 331 926 | 0,54 | 11 896 | 9,23 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 36 726 | 0,17 | 1 316 | 8,85 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 76 644 | 17,16 | 2 528 | 11,76 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 303 661 | 33,01 | 10 883 | 44,51 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 21 700 | 88,55 | 778 | 105,01 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 1 191 249 | 2,01 | 42 694 | 10,82 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 10 127 | 4,22 | 363 | 12,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 310 008 | 8,43 | 11 111 | 17,79 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 58 039 | 8,84 | 2 080 | 18,25 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 2 444 459 | 4,55 | 87 609 | 13,59 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4 964 241 | 1,47 | 177 918 | 10,23 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 544 266 | 1,51 | 20 | 11,76 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 27 708 | 1 014 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 114 905 | 160,82 | 4 118 | 183,41 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 16 156 | 521 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 69 251 | 0,30 | 2 482 | 8,96 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 109 059 | 37,01 | 3 909 | 48,88 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 14 175 | 508 | ||||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 93 828 | 21,61 | 3 363 | 32,10 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 885 | 0,29 | 247 | 8,85 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 31 121 | 2,62 | 1 127 | 12,60 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 29 030 | 108,58 | 1 040 | 126,58 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 14 051 | 5,03 | 504 | 14,06 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 52 045 | 0,01 | 1 865 | 8,68 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 32 891 | 0,01 | 1 179 | 8,57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 92 009 | 27,61 | 3 298 | 38,65 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 291 758 | 3,55 | 10 457 | 12,49 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 16 897 | 19,99 | 606 | 30,39 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 1 811 981 | 0,22 | 64 941 | 8,88 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 519 907 | 0,91 | 18 633 | 9,63 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 49 460 | 0,01 | 1 773 | 8,65 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 38 896 661 | 2,91 | 1 394 056 | 11,80 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 28 962 | 69,18 | 1 038 | 83,87 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 13 720 | 10,17 | 492 | 19,76 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 865 618 | 4,50 | 31 024 | 13,52 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 400 819 | 2,13 | 14 365 | 10,95 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10 378 | 0,17 | 372 | 8,80 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3 997 319 | 2,82 | 143 264 | 11,70 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 741 701 | 6,40 | 26 583 | 15,59 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 115 586 | 17,18 | 39 983 | 27,31 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 132 620 | 3,82 | 4 753 | 12,79 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 108 537 | 0,11 | 3 890 | 8,75 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8 164 | 0,29 | 293 | 8,96 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 807 630 | 1,53 | 28 945 | 10,30 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 34 481 | 1,86 | 1 236 | 11,26 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 940 536 | 10,70 | 33 708 | 20,24 | ||||
| 2025-08-07 | 13F | PFG Advisors | 222 441 | 5,30 | 7 972 | 14,41 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 11 024 | 1,41 | 395 | 10,34 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 122 665 | 235 794,23 | 4 396 | 2,02 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 15 203 | 0,01 | 545 | 8,58 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 5 661 | 203 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 234 609 | 0,01 | 8 408 | 8,64 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 104 951 | 158,44 | 3 761 | 180,88 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 6 762 | 10,63 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 179 528 | 11,09 | 6 434 | 20,69 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 1 760 277 | 6,65 | 63 088 | 15,86 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 706 | 25 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 15 801 | 0,30 | 566 | 9,06 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 733 965 | 2,81 | 26 305 | 11,69 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17 119 | 0,10 | 565 | −4,57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 451 293 | 1,04 | 16 174 | 9,77 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 20 469 | 0,30 | 734 | 8,92 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 357 826 | 6,46 | 13 | 9,09 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 10 210 | 0,30 | 366 | 4,58 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 57 813 | 2 117 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4 186 694 | 5,48 | 150 051 | 14,60 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 131 368 | 4 708 | ||||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 2 309 292 | 2,63 | 85 | 14,86 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 163 674 | 15,33 | 5 866 | 25,32 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 374 658 | 1,09 | 13 428 | 9,82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 118 112 | 63,81 | 4 233 | 78,01 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 21 472 | 0,29 | 770 | 8,92 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 84 146 | 3 016 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 26 924 | 0,12 | 888 | −4,52 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 1 404 950 | 4,16 | 50 | 13,64 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 29 062 | 0,24 | 1 042 | 8,89 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 66 864 | 3,88 | 2 396 | 12,86 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 149 745 | 2,06 | 5 632 | 16,10 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 482 206 | 1,09 | 17 282 | 9,82 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 8 671 | 0,29 | 311 | 8,77 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 6 885 | 12,85 | 247 | 22,39 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 13 430 | 481 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 298 484 | 10,55 | 10 698 | 20,10 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 146 848 | 4,46 | 5 263 | 13,50 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 182 138 | 6 528 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 450 | 124 | ||||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 840 212 | 4,15 | 30 113 | 13,15 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 13 598 | 102,20 | 487 | 120,36 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11 869 | 425 | ||||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 9 603 | 0,25 | 317 | −4,53 |
