Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional International Core Equity Market ETF inkluderar Coldstream Capital Management Inc, Maseco Llp, First National Bank Of Omaha, Charter Capital Management, LLC\DE, Sentinel Wealth Management, Inc., Kingstone Capital Partners Texas, LLC, Trinity Financial Advisors LLC, Grunden Financial Advisory, Inc., Semitam Bonam Llc, Harbor Asset Planning, Inc., Summit Wealth Group Llc / Co, Darden Wealth Group Inc, Sei Investments Co, Legacy Capital Wealth Partners, LLC, Fundamentun, Llc, Tyche Wealth Partners LLC, Sterneck Capital Management, LLC, Benson Investment Management Company, Inc., Swf Llc, och HMV Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Awm Capital, Llc | 626 314 | 10,51 | 21 652 | 22,33 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 16 601 | 3,31 | 574 | 14,37 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2 272 514 | 12,77 | 78 561 | 24,83 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 902 412 | 0,98 | 31 196 | 11,78 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 282 811 | 18,88 | 9 777 | 31,59 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 36 270 | 1 254 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 30 590 | 15,73 | 1 058 | 28,12 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 400 996 | 159,28 | 13 862 | 187,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 80 573 | 3,59 | 2 835 | 13,50 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 422 124 | 1,06 | 14 593 | 11,87 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 71 303 | 2,63 | 2 227 | 9,76 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 15 367 | 1,31 | 531 | 12,26 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 534 800 | 1,59 | 18 488 | 12,46 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 33 257 | 0,15 | 1 150 | 10,80 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6 261 | 216 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1 260 981 | 5,85 | 43 592 | 17,17 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 33 955 | 282,38 | 1 174 | 323,47 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 37 430 | 3,30 | 1 294 | 14,32 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 26 864 | 2,54 | 929 | 13,45 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 381 943 | 6,61 | 13 230 | 18,24 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 746 904 | 4,17 | 25 820 | 15,31 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 121 166 | 46,03 | 4 189 | 61,64 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 13 962 | 16,52 | 483 | 28,88 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 112 242 | 3,37 | 3 880 | 14,45 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 72 394 | 285,26 | 2 503 | 326,96 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1 559 409 | 61,90 | 46 268 | 58,95 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 700 613 | 2,98 | 24 220 | 13,99 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 8 348 | 289 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 2 150 621 | 0,73 | 74 347 | 11,50 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 009 | 208 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9 200 | 318 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 257 318 | 1,38 | 8 895 | 12,23 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1 736 995 | 4,58 | 60 048 | 15,76 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 573 | 20 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 36 572 | 1,29 | 1 264 | 12,16 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 5 813 | 201 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 158 541 | 5 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 161 981 | 14,34 | 5 600 | 26,56 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 8 442 | 264 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8 065 | 1,24 | 237 | 13,46 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 149 660 | 3,02 | 5 174 | 14,04 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 277 128 | 5,36 | 9 580 | 16,63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 544 600 | 17,41 | 18 827 | 29,97 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 6 175 | 213 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2 335 453 | 26,75 | 80 737 | 40,31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 779 602 | 229,70 | 26 951 | 264,98 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 15 123 | 523 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 15 977 | 41,55 | 1 | |||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 366 815 | 12 681 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 157 050 | 0,59 | 5 429 | 11,36 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 64 016 | 2 213 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 303 959 | 3,19 | 79 648 | 14,22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 280 032 | 34,18 | 9 681 | 48,53 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 712 | 232 | ||||||
| 2025-08-14 | 13F | Clg Llc | 86 823 | 1,38 | 3 001 | 12,23 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 21 199 | 733 | ||||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 471 334 | 2,97 | 16 294 | 13,98 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 177 394 | 22,15 | 6 133 | 35,21 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 477 625 | 13,64 | 16 511 | 25,80 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 668 833 | 5,19 | 23 122 | 16,44 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13 377 | 92,72 | 462 | 113,89 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 905 237 | 0,00 | 100 434 | 10,70 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 183 297 | 34,02 | 6 337 | 48,35 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 228 821 | 0,37 | 7 910 | 11,11 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1 694 354 | 3,62 | 58 574 | 14,70 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 77 874 | 6,87 | 2 692 | 18,33 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 474 459 | 3,72 | 51 | 13,64 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 4 474 | 1,18 | 155 | 11,59 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 22 589 | 110,90 | 781 | 133,53 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 71 913 | 2,27 | 2 486 | 17,04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 560 622 | 281,28 | 53 951 | 322,08 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7 011 | 8,01 | 242 | 19,80 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1 040 919 | 2,42 | 35 985 | 13,37 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 68 795 | 3,74 | 2 378 | 14,82 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 16 237 | 0,10 | 507 | |||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 39 055 | 18,29 | 1 350 | 30,94 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 90 190 | 6,13 | 3 118 | 17,49 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15 212 | 12,35 | 526 | 24,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 93 466 | 3 231 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3 169 | 131,99 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 4 751 | 462,25 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 301 872 | 467,03 | 10 436 | 527,92 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 1 796 986 | 56 120 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 38 894 | 16,18 | 1 345 | 27,51 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3 908 | 135 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1 815 | 949,13 | 63 | 1 140,00 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 4 156 | 144 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 393 | 14 | ||||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 83 447 | 7,30 | 2 885 | 18,78 | ||||
| 2025-07-16 | 13F | Eastover Investment Advisors LLC | 11 084 | 0,05 | 383 | 11,01 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 970 | 7,53 | 137 | 19,13 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 529 986 | 4,53 | 18 793 | 13,18 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 46 | 2,22 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 160 200 | 23,32 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49 785 | 1,42 | 1 721 | 12,34 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 8 167 | 0,96 | 282 | 11,90 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 667 493 | 10,15 | 23 075 | 21,61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 656 292 | 19,31 | 160 968 | 32,07 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 8 241 | 285 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 612 156 | 3,52 | 21 162 | 14,59 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 27 660 | 15,23 | 956 | 27,64 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5 602 640 | 14,34 | 193 683 | 26,57 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 362 105 | 0,82 | 12 518 | 11,59 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 227 430 | 14,17 | 7 862 | 26,38 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 491 125 | 8,21 | 16 978 | 19,78 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 148 687 | 62,53 | 5 140 | 79,97 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 115 145 | 2,51 | 3 981 | 13,49 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 335 019 | 6,41 | 11 582 | 17,79 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 70 004 | 78,96 | 2 420 | 98,20 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 6 848 | 0,41 | 237 | 10,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 206 897 | 27,50 | 249 912 | 39,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 816 647 | 11,22 | 28 | 27,27 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 36 615 | 71,43 | 1 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 153 811 | 10,66 | 5 317 | 22,51 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 426 249 | 8,04 | 14 735 | 19,59 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 430 | 15 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 553 795 | 7,83 | 261 135 | 19,36 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 9 943 | 344 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 357 062 | 1,40 | 12 344 | 12,25 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 577 384 | 0,75 | 19 960 | 11,52 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 192 464 | 1,63 | 6 653 | 12,50 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2 305 | 0,88 | 80 | 11,27 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 53 407 | 8,35 | 1 846 | 19,95 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 34 876 | 11,10 | 1 206 | 22,96 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 148 671 | 3,90 | 5 140 | 15,02 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 402 204 | 5,85 | 13 904 | 17,17 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 126 170 | 11,60 | 4 362 | 23,54 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 37 018 | 6,89 | 1 280 | 18,32 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7 075 | 245 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 711 164 | 9,43 | 59 377 | 21,59 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 28 921 | 76,13 | 999 | 94,92 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 19 099 | 3,45 | 660 | 14,58 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 11 495 | 397 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 140 863 | 1,66 | 4 870 | 12,53 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 17 241 | 596 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 336 987 | 19,43 | 11 650 | 32,19 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 48 400 | 613,02 | 3 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 173 844 | 5,70 | 6 010 | 17,00 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 391 108 | 0,73 | 13 521 | 11,50 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 10 338 | 105,65 | 357 | 128,85 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 364 698 | 5,37 | 12 608 | 16,63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 317 103 | 14,96 | 10 962 | 27,26 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 33 390 | 13,54 | 1 154 | 25,71 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 70 373 | 19,53 | 2 433 | 32,32 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 120 | 35 | ||||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 80 668 | 2 789 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 129 | 0,78 | 4 | 33,33 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 28 433 | 3,37 | 983 | 14,32 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 25 368 | 74,51 | 877 | 93,38 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 10 014 | 15,10 | 346 | 27,68 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 26 284 | 158,93 | 909 | 186,44 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 5 997 | 207 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 268 351 | 4,04 | 9 207 | 14,16 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 105 979 | 7,57 | 3 664 | 19,08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 992 | 0 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 22 056 | 3,08 | 762 | 14,07 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 486 049 | 11,20 | 16 803 | 23,06 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 22 223 | 18,26 | 768 | 31,06 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 11 323 | 391 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 640 | 8,56 | 402 | 20,36 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 833 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 141 227 | 206,73 | 4 882 | 239,74 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 392 029 | 1,37 | 13 552 | 12,21 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 614 | 543,81 | 194 | 618,52 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 699 | 0,29 | 24 | 14,29 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 222 671 | 8,67 | 7 698 | 20,28 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 173 114 | 5 915 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 211 329 | 6,30 | 7 306 | 25,86 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 598 397 | 20,37 | 20 687 | 33,24 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 83 776 | 87,42 | 2 896 | 107,60 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 380 122 | 21,76 | 13 141 | 34,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 419 885 | 35,62 | 15 | 55,56 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 1 482 500 | 13,60 | 51 250 | 25,75 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 21 124 | 1,04 | 730 | 11,96 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 5 050 | 1 022,22 | 175 | 1 142,86 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 337 | 46 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17 883 | 3,59 | 618 | 14,66 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 836 497 | 8,25 | 28 918 | 19,83 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 108 003 | 12,23 | 3 734 | 24,23 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 657 791 | 5,42 | 22 740 | 16,69 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 798 187 | 33,08 | 27 593 | 47,31 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9 424 | 326 | ||||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 234 109 | 2,41 | 8 093 | 13,36 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 15 413 | 3,51 | 533 | 14,41 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 610 675 | 6,23 | 21 111 | 17,60 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 1 204 753 | 3,36 | 41 649 | 14,42 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 36 572 | 24,91 | 1 264 | 38,29 | ||||
| 2025-07-24 | 13F | Benson Investment Management Company, Inc. | 13 164 | 455 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 69 354 | 12,15 | 2 398 | 24,13 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 24 933 | 4,27 | 862 | 15,42 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 201 755 | 20,97 | 6 973 | 33,87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11 203 | 296,15 | 387 | 371,95 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 1 238 601 | 2,37 | 42 818 | 13,32 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 471 229 | 2,81 | 16 290 | 13,81 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 7 088 | 7,33 | 245 | 18,93 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 19 791 | 0,05 | 684 | 10,86 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 300 779 | 3,43 | 10 398 | 14,49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 177 409 | 6,64 | 6 133 | 18,06 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 1 141 667 | 3,31 | 39 467 | 14,36 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1 049 873 | 53,49 | 36 294 | 69,91 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 80 399 | 50,01 | 2 779 | 66,11 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 140 648 | 14,39 | 4 862 | 26,65 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 421 786 | 351,59 | 14 591 | 400,21 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 39 711 | 1,97 | 1 373 | 12,83 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 154 427 | 12,97 | 5 339 | 25,04 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 43 269 | 26,65 | 1 496 | 40,24 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 764 599 | 60,79 | 26 065 | 71,34 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 55 056 | 22,15 | 1 903 | 35,25 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 209 163 | 4,71 | 7 231 | 23,97 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 713 729 | 35,51 | 24 674 | 50,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 62 981 | 50,42 | 2 177 | 66,31 | ||||
| 2025-07-31 | 13F | City State Bank | 63 317 | 37,27 | 2 189 | 51,94 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 303 385 | 33,02 | 10 488 | 47,26 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 69 436 | 0,94 | 2 400 | 11,73 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 66 063 | 9,05 | 2 284 | 20,73 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 16 176 | 0,62 | 559 | 11,35 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 13 056 | 14,30 | 451 | 26,69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9 247 357 | 24,41 | 319 680 | 37,72 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 59 969 | 124,06 | 2 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10 734 | 371 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 284 280 | 37,15 | 9 828 | 51,82 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 211 310 | 12,17 | 7 305 | 24,15 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 30 725 | 45,98 | 1 062 | 61,64 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1 070 205 | 9,88 | 37 050 | 17,34 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 32 | 1 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 589 605 | 5,91 | 20 383 | 17,24 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 335 149 | 48,64 | 11 586 | 64,55 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 3 015 | 103 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 6 940 | 2,60 | 240 | 13,27 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 141 602 | 11,10 | 4 895 | 22,99 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 338 922 | 4,19 | 11 717 | 15,34 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 97 762 | 9,18 | 3 380 | 20,85 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 61 009 | 3,84 | 2 109 | 14,99 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45 403 | 16,86 | 1 570 | 29,35 | ||||
| 2025-06-03 | 13F | Invst, LLC | 40 446 | 22,16 | 1 263 | 30,75 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 799 682 | 62 206 | ||||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 9 627 | 13,19 | 333 | 25,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 130 770 | 54,55 | 73 661 | 71,08 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 126 672 | 1 031,81 | 4 379 | 1 243,25 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 987 085 | 7,87 | 34 124 | 19,41 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 51 385 | 1,11 | 1 776 | 11,91 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 25 640 | 17,11 | 886 | 29,72 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 177 882 | 132,78 | 6 | 200,00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6 169 | 213 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 25 147 | 8,41 | 869 | 20,03 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 1 404 967 | 1,99 | 48 570 | 7,30 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 75 170 | 17,55 | 2 599 | 30,10 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 81 269 | 15,14 | 2 809 | 27,45 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 80 602 | 18,79 | 2 786 | 31,54 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7 032 | 0,53 | 243 | 11,47 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 92 117 | 3 184 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 266 420 | 140,81 | 9 210 | 166,57 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 550 740 | 1,49 | 19 039 | 12,34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32 443 | 9,20 | 1 122 | 20,93 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 87 907 | 0,71 | 3 039 | 11,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7 251 | 125,54 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 182 616 | 2,26 | 6 313 | 13,22 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 21 704 | 208,56 | 750 | 242,47 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 26 647 | 4,73 | 921 | 15,99 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 178 267 | 46,06 | 6 163 | 61,69 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 10 831 | 67,07 | 374 | 85,15 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 469 295 | 18,12 | 16 224 | 30,76 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 215 468 | 15,54 | 7 | 40,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 565 424 | 6,06 | 54 | 17,39 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 58 515 | 535,48 | 1 827 | 581,72 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 355 595 | 7,07 | 12 293 | 18,52 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 80 979 | 54,73 | 2 799 | 71,30 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 99 589 | 37,43 | 3 443 | 52,10 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3 199 194 | 11,21 | 110 596 | 23,11 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 233 646 | 19,56 | 7 297 | 27,87 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 51 912 | 1 795 | ||||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 53 049 | 2,52 | 1 834 | 13,43 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 47 996 | 0,08 | 1 659 | 10,82 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 43 195 | 182,41 | 1 493 | 213,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 740 189 | 14,06 | 25 588 | 26,27 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 21 922 | 15,28 | 758 | 27,66 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 282 828 | 1,60 | 9 777 | 12,47 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 90 906 | 14,40 | 3 143 | 26,64 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 64 350 | 24,22 | 2 225 | 37,54 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4 254 | 57,56 | 145 | 72,62 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 30 600 | 46,29 | 1 058 | 61,87 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 930 798 | 3,40 | 32 178 | 14,46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6 645 | 230 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 23 678 | 51,68 | 819 | 67,97 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 115 999 | 15,20 | 73 150 | 27,52 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 11 504 | 2,74 | 398 | 13,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1 141 097 | 4 361,07 | 39 448 | 4 843,23 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 82 389 | 133,99 | 2 848 | 159,14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5 786 637 | 200 044 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 3 519 | 1,91 | 122 | 13,08 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 117 166 | 11,62 | 4 050 | 23,55 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 25 892 | 31,87 | 895 | 46,00 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 102 528 | 8,62 | 3 544 | 20,26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 040 802 | 10,17 | 35 981 | 21,95 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 723 558 | 11,04 | 24 984 | 22,77 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2 585 003 | 2,42 | 89 364 | 13,37 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 16 405 | 14,44 | 567 | 26,85 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11 379 | 23,89 | 393 | 37,41 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 751 389 | 8,50 | 23 466 | 16,04 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 35 752 | 53,33 | 1 236 | 69,64 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 339 | 0 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 263 777 | 3,20 | 9 119 | 14,23 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 263 613 | 900,16 | 9 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 25 847 | 0,05 | 894 | 10,79 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7 100 | 7,76 | 245 | 19,51 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 868 937 | 5,35 | 30 039 | 16,62 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12 111 | 31,20 | 419 | 45,14 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 23 366 | 44,86 | 808 | 60,44 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 396 237 | 3,20 | 14 | 18,18 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 729 088 | 1,91 | 25 205 | 10,13 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 63 582 | 2 198 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 59 700 | 2 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 947 191 | 55,29 | 67 314 | 71,90 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 817 655 | 7,64 | 28 266 | 19,16 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 592 891 | 18,32 | 20 496 | 30,98 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 140 016 | 3,27 | 4 838 | 14,70 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 231 606 | 3,49 | 8 007 | 14,55 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 615 379 | 4,80 | 21 274 | 16,01 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 391 729 | 1,37 | 13 542 | 12,21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 500 | 190 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 8 810 | 305 | ||||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 8 233 | 1,30 | 285 | 12,25 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 13 830 | 12,90 | 478 | 25,13 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 281 124 | 15,81 | 9 718 | 28,19 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 7 559 | 261 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 125 360 | 24,42 | 4 334 | 37,73 | ||||
| 2025-08-06 | 13F | Prodigy Asset Management LLC | 172 357 | 9,03 | 5 958 | 20,68 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 30 715 | 1 062 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 643 467 | 4,41 | 22 219 | 22,21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 186 474 | 30,26 | 6 446 | 44,21 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13 121 | 67,79 | 459 | 88,11 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11 611 | 0 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 41 445 | 63,36 | 1 433 | 80,81 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 205 029 | 12,03 | 7 088 | 24,01 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 33 598 | 118,42 | 1 182 | 149,16 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 95 713 | 6,43 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 42 933 | 26,62 | 1 484 | 40,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 311 392 | 2,10 | 114 475 | 13,02 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 34 853 | 1 205 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 128 027 | 5,37 | 4 426 | 16,63 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 116 478 | 1,19 | 4 027 | 12,02 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 16 270 | 562 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 144 | 5 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1 686 309 | 3,21 | 58 296 | 14,24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 270 194 | 0,55 | 9 341 | 11,31 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7 626 | 14,64 | 264 | 27,05 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 118 944 | 4 | ||||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 276 843 | 2,79 | 9 570 | 13,79 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 62 853 | 0,31 | 2 173 | 11,04 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 20 182 | 6,21 | 698 | 17,54 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 17 079 | 9,23 | 590 | 20,90 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6 286 | 217 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 153 184 | 7,09 | 5 | 25,00 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 121 421 | 80,53 | 4 198 | 99,86 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 5 709 320 | 2,40 | 184 754 | 13,48 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 545 429 | 2,40 | 18 855 | 13,35 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 460 161 | 13,47 | 15 908 | 25,61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 652 | 9,77 | 126 | 22,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 833 | 29 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 344 388 | 2,39 | 11 905 | 13,35 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 72 249 | 277,28 | 2 498 | 317,56 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 744 209 | 60,44 | 25 727 | 77,61 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 95 025 | 10,93 | 3 285 | 22,80 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 038 | 2,64 | 485 | 12,79 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7 705 | 7,34 | 266 | 18,75 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 37 938 | 20,15 | 1 373 | 39,25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 978 | 207 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 622 530 | 43,10 | 21 521 | 58,40 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 631 000 | 0,97 | 21 814 | 11,77 | ||||
| 2025-08-07 | 13F | PFG Advisors | 100 109 | 6,93 | 3 461 | 18,37 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 44 689 | 41,92 | 1 545 | 57,07 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 194 360 | 1,71 | 6 719 | 12,60 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 19 855 | 24,24 | 686 | 37,47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 382 830 | 1,80 | 13 234 | 12,69 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 594 295 | 1,23 | 20 545 | 12,05 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 346 720 | 1,05 | 46 556 | 11,85 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 159 451 | 3,20 | 5 512 | 14,24 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 1 047 859 | 3,43 | 36 225 | 14,50 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 837 214 | 5,67 | 29 | 16,67 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 9 987 | 6,87 | 346 | 17,29 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 29 959 | 18,14 | 1 036 | 30,85 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 60 828 | 3,23 | 2 103 | 14,24 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 196 158 | 115,45 | 6 801 | 128,11 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1 206 131 | 7,93 | 41 696 | 19,47 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 505 | 1,28 | 52 | 13,04 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 525 893 | 2,25 | 18 180 | 13,19 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 17 355 | 3,92 | 600 | 14,97 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 636 336 | 0,15 | 56 568 | 10,86 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 116 871 | 5,68 | 4 040 | 17,00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 313 212 | 138 489,38 | 10 828 | 41,20 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 114 825 | 5,21 | 3 970 | 16,46 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 223 625 | 108,11 | 7 731 | 130,40 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 47 280 | 10,41 | 1 634 | 22,21 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 461 104 | 4,25 | 15 940 | 15,40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 94 586 | 1,60 | 3 270 | 12,45 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 47 490 | 4,46 | 1 642 | 15,64 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 13 628 | 1,29 | 471 | 12,14 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 390 964 | 13,41 | 13 516 | 25,53 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 25 057 | 0,26 | 866 | 18,79 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 43 195 | 1 493 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 29 819 | 27,15 | 1 031 | 40,71 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 312 190 | 14,06 | 10 792 | 26,27 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 22 536 | 469,81 | 779 | 533,33 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 8 897 | 1,97 | 304 | 12,59 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 35 487 | 5,55 | 1 227 | 16,87 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 426 841 | 10,56 | 14 756 | 22,39 | ||||
| 2025-08-06 | 13F | Swf Llc | 12 640 | 437 | ||||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 16 390 | 6,08 | 567 | 17,43 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 180 771 | 3,17 | 6 249 | 14,20 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 22 094 | 764 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 13 826 | 28,91 | 478 | 42,81 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 203 679 | 2,65 | 7 041 | 13,64 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 31 046 | 20,67 | 1 073 | 33,62 |
