Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF inkluderar Coldstream Capital Management Inc, Maseco Llp, Kingstone Capital Partners Texas, LLC, Sculati Wealth Management, LLC, Fundamentun, Llc, Sentinel Wealth Management, Inc., Summit Wealth Group Llc / Co, JDH Wealth Management, LLC, Grunden Financial Advisory, Inc., rebel Financial LLC, Sei Investments Co, Cascade Wealth Advisors, Inc, Northern Trust Corp, M Holdings Securities, Inc., Rsm Us Wealth Management Llc, Midwest Trust Co, HMV Wealth Advisors, LLC, Partners in Financial Planning, Delap Wealth Advisory, Llc, och Merit Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | L & S Advisors Inc | 36 230 | 6,84 | 1 049 | 19,50 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 624 | 18 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 290 | 8 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 764 427 | 10,37 | 51 080 | 23,42 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 59 | 2 | ||||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 54 057 | 8,90 | 1 400 | 11,12 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9 471 | 0,79 | 274 | 12,76 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 55 527 | 5,72 | 1 653 | 21,99 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 71 011 | 2 056 | ||||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1 085 740 | 0,77 | 28 110 | 2,83 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 256 073 | 1,86 | 7 413 | 13,91 | ||||
| 2025-07-31 | 13F | City State Bank | 80 847 | 5,80 | 2 341 | 18,30 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 223 717 | 0,67 | 6 477 | 12,57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 928 | 44,23 | 349 | 62,62 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 562 899 | 10,13 | 16 296 | 23,14 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17 789 | 11,15 | 515 | 24,15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 77 936 | 17,69 | 2 256 | 31,62 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 82 994 | 0,24 | 2 403 | 12,09 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 236 199 | 169,01 | 6 838 | 200,79 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 113 | 104,80 | 1 480 | 128,95 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 1 714 470 | 3,93 | 49 634 | 16,21 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 22 521 | 0,74 | 652 | 12,63 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 31 393 | 13,84 | 909 | 27,35 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 62 041 | 2 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 26 195 | 2,19 | 758 | 14,33 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 414 322 | 11,96 | 10 719 | 17,16 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 7 567 | 219 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 43 885 | 0,57 | 1 270 | 12,49 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 679 475 | 1,79 | 19 671 | 13,82 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 115 276 | 2,00 | 3 337 | 14,05 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 32 559 | 12,39 | 943 | 25,60 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 374 162 | 4,53 | 11 075 | 19,28 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 444 832 | 23,72 | 12 878 | 38,34 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 258 097 | 29,43 | 7 472 | 44,73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 137 371 | 23,38 | 3 977 | 37,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 659 408 | 8,83 | 48 040 | 21,69 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 185 711 | 3,25 | 5 376 | 15,46 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 13 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 332 326 | 1,58 | 67 521 | 13,59 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 235 229 | 2,46 | 6 810 | 14,57 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 155 398 | 0,54 | 4 499 | 12,42 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 495 | 159 | ||||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 96 981 | 2 808 | ||||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 16 724 | 2,10 | 484 | 14,15 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 75 545 | 8,32 | 2 187 | 21,16 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 506 344 | 115,88 | 43 609 | 141,41 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 107 843 | 24,40 | 32 072 | 39,11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 15 493 | 20,43 | 449 | 34,53 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 58 844 | 0,03 | 1 704 | 11,82 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 368 560 | 0,34 | 10 670 | 12,20 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 354 296 | 0,07 | 10 257 | 11,90 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 132 988 | 32 789 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 817 775 | 0,43 | 23 675 | 12,30 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15 927 | 0,01 | 461 | 11,89 | ||||
| 2025-06-03 | 13F | Invst, LLC | 19 770 | 25,36 | 512 | 27,75 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 77 079 | 11,09 | 2 231 | 24,22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 745 829 | 143,67 | 21 592 | 172,48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 962 | 151,17 | 28 | 200,00 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 78 339 | 4,53 | 2 268 | 16,86 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 10 944 | 317 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 68 293 | 15,19 | 1 977 | 28,88 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 11 863 | 22,87 | 343 | 37,75 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 305 684 | 0,41 | 37 800 | 12,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 051 180 | 28,20 | 30 432 | 43,35 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 676 466 | 49,84 | 19 584 | 67,55 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 70 025 | 12,48 | 2 027 | 25,82 | ||||
| 2025-08-01 | 13F | Motco | 3 544 | 104 | ||||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 47 787 | 3,69 | 1 383 | 15,93 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 151 097 | 5,25 | 4 374 | 17,71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 079 940 | 7,79 | 60 214 | 20,53 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 217 753 | 0,93 | 6 304 | 12,86 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 87 525 | 28,12 | 2 534 | 43,27 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 19 961 | 44,24 | 578 | 61,17 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 231 124 | 127,48 | 6 691 | 154,41 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 131 790 | 55,73 | 3 815 | 74,20 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21 303 | 617 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 21 326 | 2,21 | 617 | 14,26 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 093 | 38,88 | 32 | 55,00 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 12 648 | 3,91 | 366 | 16,19 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 36 981 | 3,91 | 1 071 | 16,18 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 27 183 | 192,38 | 787 | 227,50 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 289 467 | 6,89 | 8 380 | 19,53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 430 492 | 4,92 | 12 462 | 17,31 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 727 083 | 0,13 | 21 049 | 11,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 294 | 6,40 | 356 | 18,73 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 136 277 | 82,01 | 3 945 | 103,56 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 153 118 | 35,76 | 4 433 | 51,78 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 162 232 | 3,20 | 4 697 | 15,41 | ||||
| 2025-07-29 | 13F | Schubert & Co | 8 414 | 0,01 | 244 | 11,98 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1 114 524 | 3,23 | 32 265 | 15,43 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 699 313 | 3,39 | 20 245 | 15,80 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 116 272 | 80,44 | 3 366 | 101,80 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 506 033 | 80,46 | 14 650 | 101,78 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 772 818 | 10,24 | 22 | 22,22 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 8 166 | 24,35 | 236 | 38,82 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 23 793 | 52,06 | 689 | 69,88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 21 007 | 33,10 | 608 | 49,02 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 236 097 | 7,00 | 6 835 | 19,66 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 16 109 | 41,69 | 466 | 58,50 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 114 703 | 10,20 | 3 308 | 30,24 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 871 896 | 25,08 | 54 191 | 39,86 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 463 229 | 1,66 | 13 410 | 13,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 608 | 52,44 | 278 | 70,55 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 606 068 | 0,73 | 18 | 13,33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 926 209 | 8,42 | 26 814 | 21,23 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 12 129 964 | 13,91 | 351 162 | 27,37 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 6 019 | 1,24 | 174 | 13,73 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30 522 | 22,36 | 884 | 36,90 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 4 159 | 14,70 | 120 | 29,03 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 509 084 | 10,43 | 43 688 | 23,48 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 93 855 | 11,01 | 2 717 | 24,18 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 712 989 | 32,15 | 20 641 | 47,77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 79 664 | 2,01 | 2 306 | 14,10 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3 777 597 | 0,35 | 109 361 | 12,21 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 564 701 | 0,84 | 16 348 | 12,76 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 227 154 | 7,45 | 6 576 | 20,15 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11 476 | 0,76 | 332 | 12,93 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 12 | −15,38 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 60 262 | 1 745 | ||||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 62 651 | 6,45 | 1 622 | 8,64 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37 489 | 3,52 | 1 124 | 16,86 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 76 067 | 2,83 | 2 202 | 14,99 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 21 504 | 13,93 | 623 | 27,46 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 170 053 | 8,28 | 4 923 | 21,08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26 201 | 3,52 | 759 | 15,73 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 71 750 | 24,82 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13 150 | 8,69 | 381 | 21,41 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 144 115 | 0,56 | 4 172 | 12,45 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 222 257 | 1,94 | 6 434 | 14,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 316 464 | 11,64 | 9 162 | 24,84 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 8 276 | 291,30 | 240 | 342,59 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 178 036 | 1,64 | 5 154 | 13,65 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 93 258 | 80,46 | 2 700 | 101,79 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 577 | 17 | ||||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 28 795 | 14,44 | 834 | 27,96 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 29 757 | 14,13 | 861 | 27,56 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 62 983 | 10,45 | 1 823 | 23,51 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30 090 | 84,64 | 871 | 106,89 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 10 185 | 295 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7 318 | 212 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 25 347 | 5,11 | 734 | 17,47 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17 918 | 33,32 | 519 | 49,28 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3 613 675 | 0,20 | 104 616 | 12,05 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18 128 | 0,21 | 525 | 11,97 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 82 941 | 0,67 | 2 401 | 12,62 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 14 371 | 15,47 | 416 | 29,19 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 698 320 | 3,29 | 20 216 | 15,51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 796 983 | 23 073 | ||||||
| 2025-08-04 | 13F | McMill Wealth Management | 217 880 | 0,55 | 6 296 | 12,21 | ||||
| 2025-08-05 | 13F | Burney Co/ | 28 844 | 228,67 | 835 | 267,84 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 686 092 | 2,85 | 19 862 | 15,01 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 34 405 | 62,46 | 996 | 81,75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 20 193 | 136,73 | 1 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 74 096 | 23,12 | 2 145 | 37,94 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 175 | 5 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 506 684 | 78,28 | 14 669 | 99,35 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 23 486 | 680 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 274 713 | 9,01 | 7 953 | 21,89 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 20 864 | 15,38 | 604 | 29,06 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12 200 | 353 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 476 585 | 1,07 | 13 797 | 13,02 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 27 650 | 138,75 | 800 | 167,56 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 34 234 | 291,47 | 991 | 338,50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2 561 130 | 74 145 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 59 331 | 0,78 | 1 718 | 12,66 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 8 870 | 3,91 | 257 | 16,36 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 81 | 2 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 327 854 | 0,16 | 9 491 | 12,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 183 | 4 829,17 | 34 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 578 272 | 8,49 | 16 741 | 21,31 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 982 286 | 3,03 | 28 437 | 15,21 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 429 356 | 13,39 | 12 430 | 26,79 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 793 035 | 21,70 | 51 909 | 36,08 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 18 625 | 25,99 | 539 | 41,10 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 25 509 | 0,14 | 738 | 11,99 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 266 563 | 25,01 | 7 736 | 40,13 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 194 522 | 69,88 | 5 631 | 89,98 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 225 808 | 6,11 | 5 846 | 8,30 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 45 188 | 1,61 | 1 308 | 13,64 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 521 | 0 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 56 577 | 10,05 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 467 152 | 17,08 | 13 524 | 30,92 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 181 273 | 1,71 | 5 248 | 13,72 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 106 812 | 3,01 | 3 092 | 15,20 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 074 985 | 7,31 | 146 921 | 19,99 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 391 008 | 1,82 | 11 320 | 13,85 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 54 835 | 283,73 | 1 587 | 330,08 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 13 875 | 0,95 | 402 | 12,96 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1 412 | 41 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 37 664 | 5,37 | 1 090 | 17,84 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 999 184 | 1,20 | 28 926 | 13,16 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 408 224 | 2,00 | 11 818 | 14,06 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 231 239 | 11,68 | 7 | 20,00 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 74 997 | 0,15 | 2 171 | 12,20 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 76 157 | 3,07 | 2 205 | 15,27 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9 793 | 284 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 438 329 | 13 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 69 341 | 48,85 | 2 007 | 66,42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 109 184 | 13,18 | 3 161 | 26,55 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 60 016 | 140,17 | 1 737 | 168,89 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 13 377 | 7,82 | 387 | 20,56 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 216 573 | 3,46 | 6 270 | 15,69 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 601 614 | 4,76 | 17 345 | 16,65 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 241 762 | 2,41 | 36 359 | 15,82 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 151 054 | 8,76 | 4 373 | 21,64 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 195 | 237 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 8 486 | 246 | ||||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1 058 | 0 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 106 932 | 9,72 | 3 096 | 22,67 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 318 236 | 4,89 | 9 213 | 17,28 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 632 947 | 6,39 | 18 368 | 28,05 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 48 083 | 9,13 | 1 392 | 21,70 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 84 471 | 9,08 | 2 445 | 22,01 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 156 995 | 12,76 | 4 545 | 26,11 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 24 992 | 1,40 | 724 | 13,32 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 963 671 | 34,69 | 27 897 | 50,59 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 15 965 | 462 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 39 920 | 6,96 | 1 156 | 19,57 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 29 940 | 26,89 | 867 | 41,97 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 71 408 | 415,77 | 2 067 | 477,37 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 21 492 | 1 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 526 905 | 8,66 | 15 254 | 21,50 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 11 390 | 339 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 19 864 | 12,91 | 575 | 26,37 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 74 564 | 10,13 | 2 159 | 23,17 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 321 410 | 11,55 | 9 305 | 24,74 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 650 034 | 0,05 | 18 818 | 11,88 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 79 174 | 0,25 | 2 292 | 12,13 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 335 772 | 7,61 | 9 721 | 20,33 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 26 378 | 764 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 24 721 | 735 | ||||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 7 145 | 207 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 101 781 | 0,43 | 2 947 | 12,31 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 68 597 | 10,25 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 79 005 | 29,62 | 2 287 | 44,93 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 4 640 | 53,34 | 134 | 71,79 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 133 166 | 0,24 | 3 855 | 12,10 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 173 904 | 18,90 | 5 035 | 32,96 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 398 186 | 15,49 | 11 527 | 29,14 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 7 902 | 229 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 111 944 | 33,55 | 3 241 | 49,31 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4 026 | 104 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 14 549 | 421 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 225 | 0,14 | 64 | 12,28 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 189 931 | 5,11 | 5 499 | 17,53 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 43 218 | 1 251 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 67 440 | 5,11 | 1 952 | 17,52 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | 0 | ||||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 18 765 | 85,00 | 486 | 88,72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 374 342 | 1,38 | 10 837 | 13,37 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 276 | 8 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 129 | 0,78 | 4 | 0,00 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 51 097 | 1 479 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 187 127 | 1,59 | 5 397 | 12,51 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 143 878 | 12,07 | 4 165 | 25,34 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 110 880 | 3 | ||||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 22 827 | 29,65 | 661 | 45,05 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 669 377 | 0,34 | 19 378 | 12,20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 518 | 0 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 12 892 | 0,77 | 373 | 12,69 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 181 127 | 4,42 | 5 244 | 16,77 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 164 468 | 4 761 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 47 841 | 0,49 | 1 385 | 12,34 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 19 853 | 33,11 | 575 | 48,70 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 44 810 | 42,19 | 1 297 | 59,14 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 135 374 | 1,78 | 3 919 | 13,83 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 427 571 | 0,91 | 12 | 20,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 218 | 0 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 216 573 | 3,46 | 6 270 | 15,69 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 50 757 | 17,20 | 1 469 | 31,04 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 2 519 591 | 2,30 | 65 484 | 4,80 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 116 713 | 6,00 | 3 379 | 18,53 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 566 | 16 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 65 034 | 0,47 | 1 883 | 12,36 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 110 511 | 4,99 | 3 199 | 17,39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 218 | 6 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 292 656 | 7,38 | 8 472 | 20,09 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 | 100,00 | 6 | 150,00 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 72 019 | 19,99 | 2 085 | 34,19 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 14 181 | 411 | ||||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 53 533 | 1,32 | 1 550 | 13,31 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 16 043 | 0,02 | 0 | |||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 66 125 | 1,80 | 1 914 | 13,86 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 176 830 | 5 181 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 413 | 12 | ||||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 14 966 | 0,67 | 433 | 12,76 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 454 237 | 40,83 | 13 150 | 57,49 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 73 166 | 0,59 | 2 118 | 12,48 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 125 397 | 0,00 | 3 630 | 11,83 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21 486 | 622 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 9 609 | 0,59 | 278 | 12,55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 281 | 0,47 | 37 | 15,63 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7 185 | 208 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39 072 | 7,43 | 1 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 39 490 | 25,23 | 1 143 | 40,07 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 11 557 | 1,37 | 344 | 16,61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 310 200 | 96,56 | 8 980 | 119,83 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 153 806 | 8,85 | 4 453 | 21,71 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 96 748 | 1,42 | 2 801 | 13,41 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 283 313 | 0,37 | 8 202 | 12,22 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 974 | 314,47 | 28 | 366,67 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 7 501 | 217 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 753 | 22 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 462 | 216 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 12 182 | 1,31 | 353 | 13,18 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 754 682 | 1,93 | 21 848 | 13,98 | ||||
| 2025-08-07 | 13F | PFG Advisors | 153 264 | 6,67 | 4 437 | 19,28 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 665 118 | 5,28 | 19 | 18,75 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 9 284 | 18,30 | 269 | 32,02 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 601 025 | 2,86 | 17 400 | 15,01 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 247 753 | 10,36 | 7 172 | 23,40 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 346 996 | 3,39 | 10 046 | 15,61 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 9 171 | 6,61 | 266 | 19,37 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 131 563 | 10,55 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 463 274 | 0,36 | 13 412 | 12,22 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 177 328 | 53 963,41 | 5 134 | 5,38 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 48 | 1 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 215 910 | 4,09 | 6 251 | 16,39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46 835 | 4,22 | 1 356 | 16,51 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 396 590 | 6,21 | 11 481 | 18,76 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 16 300 | 0,17 | 472 | 11,88 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 146 271 | 27,57 | 4 235 | 42,65 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 175 065 | 0,19 | 5 068 | 12,05 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 8 276 | 240 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 12 901 | 19,89 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 39 429 | 0,08 | 1 141 | 11,86 | ||||
| 2025-07-09 | 13F | Emprise Bank | 97 414 | 1 052,83 | 2 820 | 1 193,58 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 411 212 | 5,94 | 11 905 | 20,89 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 408 | 12 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 29 762 | 862 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20 288 | 29,69 | 587 | 44,94 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 690 | 26,12 | 49 | 41,18 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 654 | 17,20 | 19 | 28,57 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 93 111 | 1,48 | 2 696 | 13,47 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 238 923 | 3,81 | 6 917 | 16,08 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 487 | 142,93 | 217 | 173,42 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 86 976 | 18,68 | 2 519 | 32,79 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 15 134 | 25,32 | 438 | 40,38 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 483 005 | 3,13 | 13 983 | 15,32 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 104 040 | 26,81 | 3 012 | 41,76 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 734 397 | 4,00 | 21 261 | 16,30 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 10 848 | 2,02 | 314 | 14,18 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 52 418 | 0,78 | 1 518 | 12,70 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 12 170 | 6,67 | 352 | 19,32 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 2 | 0 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 403 358 | 6,76 | 11 677 | 20,88 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 181 232 | 14,66 | 5 247 | 28,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8 473 | 5,36 | 245 | 17,79 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 265 962 | 11,31 | 7 700 | 24,46 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 569 117 | 3,11 | 16 476 | 15,29 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 1 590 | 46 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 681 032 | 60,70 | 19 907 | 81,43 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 610 903 | 0,51 | 75 586 | 12,39 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 88 057 | 3,06 | 2 549 | 15,24 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 188 322 | 4,09 | 5 452 | 16,37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 50 071 | 8,27 | 1 450 | 21,05 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 73 471 | 19,29 | 2 127 | 33,38 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 322 097 | 193,35 | 9 327 | 228,30 |
