Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional U.S. Small Cap ETF inkluderar Midwest Trust Co, Premier Financial Group, Washington Trust Bank, Maseco Llp, Sentinel Wealth Management, Inc., Conservest Capital Advisors, Inc., B&D White Capital Company, LLC, Abacus Planning Group, Inc., Atlantic Union Bankshares Corp, Wealth Management Partners, LLC, Concord Asset Management, LLC/VA, Summit Wealth Group Llc / Co, We Are One Seven, LLC, Linscomb & Williams, Inc., Opus Capital Group, LLC, Semitam Bonam Llc, Cambridge Capital Management, Llc, First American Trust, Fsb, Tableaux Llc, och Legacy Capital Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 187 161 | 5,63 | 11 924 | 12,64 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 183 712 | 2,16 | 75 414 | 8,93 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 11 002 | 701 | ||||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 320 429 | 6,59 | 20 415 | 13,66 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 9 950 | 634 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6 393 | 0,84 | 407 | 7,67 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 13 065 | 0,01 | 832 | 6,67 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 5 689 | 3,21 | 362 | 10,03 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 171 936 | 1,97 | 10 954 | 8,72 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1 710 | 92,13 | 103 | 85,45 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 57 214 | 2,70 | 3 645 | 9,53 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4 831 | 7,64 | 308 | 14,55 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 408 772 | 17,00 | 26 035 | 24,72 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 70 606 | 13,51 | 4 498 | 21,04 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 6 643 | 0,08 | 423 | 6,82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 147 | 9 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 222 993 | 14 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 66 399 | 29,89 | 4 230 | 38,51 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 35 438 | 2 303 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 24 052 | 6,58 | 1 532 | 13,65 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 235 100 | 3,83 | 14 978 | 10,72 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5 452 | 347 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 4 026 | 2,08 | 241 | −6,25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 093 | 1,09 | 516 | 7,74 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 66 210 | 6,33 | 4 302 | 15,12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 549 865 | 15,60 | 35 032 | 23,26 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 13 323 | 849 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 136 889 | 7,57 | 8 721 | 14,70 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 11 386 | 12,49 | 725 | 20,03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 229 817 | 8,12 | 14 642 | 15,28 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8 093 | 4,56 | 516 | 11,47 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 22 444 | 25,36 | 1 430 | 22,66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72 024 | 11,17 | 4 589 | 18,55 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 47 885 | 9,11 | 3 051 | 16,32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 62 | 933,33 | 4 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 46 021 | 45,61 | 2 932 | 55,30 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 92 390 | 175,12 | 5 886 | 193,42 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 788 381 | 4,98 | 47 106 | −3,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 595 | 42,27 | 165 | 52,78 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 3 682 | 0,08 | 235 | 6,85 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 11 095 | 0,01 | 707 | 6,65 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 227 424 | 1,40 | 14 489 | 8,13 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 3 711 | 0,08 | 222 | −8,68 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 42 236 | 17,88 | 2 691 | 25,70 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35 368 | 199,75 | 2 253 | 220,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 164 | 0,61 | 10 | 11,11 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 97 661 | 155,63 | 6 222 | 172,61 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 9 259 | 9,42 | 590 | 16,63 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 335 322 | 10,20 | 21 363 | 17,50 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 23 686 | 55,05 | 1 509 | 65,46 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 22 331 | 139,32 | 1 423 | 155,30 | ||||
| 2025-08-12 | 13F | Ade, Llc | 13 792 | 259,35 | 879 | 283,41 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 301 708 | 1,88 | 19 222 | 8,62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11 540 | 32,46 | 735 | 29,86 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 45 308 | 3,60 | 2 887 | 10,45 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9 474 | 1,57 | 566 | −6,75 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 234 180 | 7,88 | 14 920 | 15,04 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 731 | 0,27 | 47 | 6,98 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 576 109 | 28,36 | 36 704 | 36,87 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 788 890 | 4,89 | 177 680 | 11,84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3 511 | 797,95 | 224 | 792,00 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 44 431 | 6,47 | 2 831 | 13,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 716 514 | 12,22 | 45 649 | 19,66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 45 845 | 8,24 | 2 921 | 15,42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 621 980 | 2,57 | 41 393 | 15,46 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 22 130 | 1,14 | 1 410 | 7,80 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 123 152 | 2,18 | 8 057 | 11,89 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 44 696 | 11,08 | 2 848 | 18,43 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 355 | 23 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 230 | 0,44 | 15 | 7,69 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 73 937 | 21,85 | 4 804 | 38,88 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 252 | 26,10 | 1 099 | 34,68 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 22 524 | 5,48 | 1 435 | 12,55 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 3 939 | 23,29 | 251 | 31,58 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3 708 | 236 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 133 095 | 14,30 | 8 479 | 21,88 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 46 608 | 62,66 | 2 969 | 73,42 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 18 443 | 0,22 | 1 175 | 6,92 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10 045 | 2,10 | 640 | 8,86 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 165 649 | 21,21 | 10 554 | 29,25 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 31 839 | 24,65 | 2 028 | 32,90 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 42 567 | 173,13 | 2 798 | 200,43 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 51 571 | 3 286 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 47 356 | 13,06 | 3 017 | 20,58 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 64 106 | 2,45 | 4 084 | 9,26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 35 139 | 0,84 | 2 239 | 7,54 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 10 514 | 31,23 | 670 | 39,96 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 50 687 | 42,03 | 3 229 | 51,45 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 274 017 | 6,07 | 17 458 | 13,10 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13 378 | 26,78 | 852 | 35,24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 118 798 | 6,68 | 7 569 | 13,75 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 487 757 | 18,77 | 31 075 | 26,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 126 142 | 7,40 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 965 027 | 15,15 | 61 482 | 22,78 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 162 737 | 10 368 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3 171 | 202 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 23 734 | 89,45 | 1 501 | 100,94 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 479 459 | 3,75 | 30 546 | 10,62 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 157 722 | 22,85 | 10 | 42,86 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 13 195 | 5,53 | 841 | 12,45 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 67 898 | 0,86 | 4 393 | 9,22 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 156 649 | 7,92 | 9 980 | 15,08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 216 760 | 15,66 | 396 070 | 23,32 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 272 196 | 2,14 | 17 342 | 8,91 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 43 144 | 0,79 | 2 749 | 7,47 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6 803 | 0,22 | 406 | −7,94 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 407 632 | 4,68 | 26 851 | 15,40 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 69 605 | 8,50 | 4 435 | 15,68 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 404 277 | 7,90 | 25 757 | 15,05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13 795 | 28,50 | 879 | 36,97 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 22 698 | 15,61 | 1 446 | 23,27 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2 395 | 153 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3 548 | 226 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 170 511 | 406,61 | 10 863 | 440,18 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 219 558 | 6,01 | 77 698 | 13,03 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 18 647 | 8,31 | 1 188 | 15,47 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 71 035 | 4,94 | 4 526 | 11,89 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 146 317 | 2,78 | 9 322 | 9,58 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 208 988 | 6,63 | 13 315 | 13,69 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 656 567 | 18,45 | 40 569 | 22,49 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 28 247 | 32,57 | 1 800 | 41,32 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 45 015 | 0,13 | 2 868 | 6,78 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 65 740 | 5,94 | 4 188 | 12,98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21 957 | 6,34 | 1 399 | 13,38 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 311 802 | 4,09 | 19 865 | 10,99 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 89 735 | 19,23 | 5 717 | 27,16 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 996 | 1 529 | ||||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 117 629 | 2,14 | 7 494 | 8,91 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 7 569 | 0,50 | 482 | 7,35 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 38 988 | 11,79 | 2 484 | 19,20 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 161 238 | 0,36 | 10 545 | 13,47 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 145 124 | 10,95 | 9 246 | 18,30 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 337 442 | 19,62 | 21 498 | 27,55 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 5 645 | 7,10 | 360 | 14,33 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 39 160 | 0,46 | 2 521 | 11,01 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 118 296 | 3,69 | 7 687 | 12,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 398 094 | 1,95 | 25 363 | 8,71 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1 756 | 0,29 | 112 | 6,73 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 590 445 | 19,72 | 37 617 | 27,65 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 5 664 | 361 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44 339 | 5,16 | 2 825 | 12,11 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 90 651 | 5 775 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 400 455 | 176,36 | 25 513 | 194,70 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4 259 | 271 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 82 636 | 90,75 | 5 265 | 103,40 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 17 209 | 14,14 | 1 096 | 21,78 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 8 786 | 0,27 | 560 | 6,88 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 99 811 | 5,56 | 6 359 | 12,55 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 24 235 | 18,98 | 1 544 | 26,87 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 34 981 | 24,81 | 2 229 | 33,09 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 46 687 | 3,07 | 2 974 | 9,90 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 47 859 | 4,35 | 3 086 | 154 150,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 742 | 4,31 | 366 | 11,28 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 83 227 | 3,13 | 5 302 | 9,98 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 579 714 | 1,62 | 36 934 | 8,36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22 742 | 3,60 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 728 | 0 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 57 164 | 4,72 | 3 642 | 11,65 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 26 192 | 2,56 | 1 669 | 9,38 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 187 123 | 327,63 | 11 922 | 356,04 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 394 009 | 0,83 | 25 102 | 7,51 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9 791 | 0,01 | 624 | 6,50 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 199 638 | 2,73 | 12 719 | 9,53 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 45 811 | 4,10 | 2 919 | 10,99 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25 989 | 32,06 | 1 656 | 40,85 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 182 217 | 11,30 | 12 | 22,22 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 274 361 | 7,16 | 17 480 | 14,26 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 39 665 | 80,33 | 2 527 | 92,31 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 313 | 20 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19 732 | 2,01 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 72 726 | 3,45 | 4 633 | 10,31 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2 563 | 0,04 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 110 008 | 131,08 | 7 009 | 146,41 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 118 991 | 0,32 | 7 581 | 6,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 261 819 | 18,29 | 17 | 23,08 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 50 849 | 0,99 | 3 240 | −1,13 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 9 159 | 0,01 | 584 | 6,58 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 60 192 | 13,79 | 3 835 | 21,33 | ||||
| 2025-08-08 | 13F | Creative Planning | 20 228 460 | 20,26 | 1 288 755 | 28,23 | ||||
| 2025-08-13 | 13F | ESG Planning | 72 939 | 0,05 | 4 647 | 6,68 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 333 | 556,65 | 85 | 600,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8 652 | 1,82 | 551 | 8,68 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 19 399 | 4,12 | 1 236 | 10,96 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 90 651 | 2,59 | 5 775 | 9,40 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1 873 337 | 119 350 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 89 836 | 11,20 | 5 723 | 18,56 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 984 | 0,18 | 254 | 6,75 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 267 362 | 3,23 | 17 034 | 10,07 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10 483 | 16,71 | 668 | 24,44 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 20 505 | 17,53 | 1 306 | 25,34 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 67 300 | 9,33 | 4 288 | 16,56 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14 020 | 0,27 | 921 | 18,38 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 101 | 6 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 232 178 | 12,21 | 14 792 | 19,66 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 878 | 247 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 465 735 | 0,76 | 157 092 | 7,44 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 10 642 | 43,66 | 678 | 53,17 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 100 271 | 0,53 | 6 388 | 7,20 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9 781 | 6,15 | 1 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 730 447 | 3,70 | 46 537 | 10,57 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 112 987 | 25,28 | 7 198 | 33,59 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5 603 | 359 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 12 252 | 1,45 | 781 | 8,18 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 252 | 0,40 | 16 | 14,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 36 988 | 2,89 | 2 357 | 9,73 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 334 148 | 7,11 | 21 289 | 14,21 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 234 132 | 0,43 | 14 917 | 7,09 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 13 739 | 12,87 | 875 | 20,36 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 5 805 | 20,94 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 559 | 36 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 670 | 2,49 | 234 | 9,39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 25 139 | 1 602 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34 871 | 24,24 | 2 252 | 34,23 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 29 150 | 86,62 | 1 857 | 99,04 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6 206 | 1,80 | 395 | 8,52 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 50 955 | 1,85 | 3 045 | −6,48 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 884 785 | 4,32 | 56 370 | 17,45 | ||||
| 2025-07-31 | 13F | City State Bank | 315 | 46,51 | 20 | 66,67 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 128 262 | 6,77 | 8 172 | 13,85 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 38 885 | 32,30 | 3 | 100,00 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 517 | 97 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 310 763 | 18,89 | 19 799 | 26,77 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 41 338 | 25,88 | 2 634 | 34,20 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 279 161 | 3,76 | 17 785 | 10,64 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4 968 | 0,12 | 317 | 6,76 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 28 682 | 17,61 | 1 827 | 25,39 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10 607 | 44,41 | 676 | 54,11 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 18 440 | 13,37 | 1 175 | 20,91 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 74 609 | 0,03 | 4 753 | 6,67 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 184 002 | 4,95 | 11 723 | 11,90 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4 427 | 0,09 | 292 | 19,67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 38 570 | 58,89 | 2 457 | 69,45 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5 698 | 47,96 | 363 | 57,83 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 887 | 11,52 | 120 | 18,81 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 31 554 | 6,99 | 2 010 | 14,07 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 166 002 | 3,50 | 10 891 | 16,61 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 144 235 | 4,58 | 9 189 | 11,52 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 417 | 148 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 3 516 | 232 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 54 797 | 9,31 | 3 491 | 16,56 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5 267 | 4,84 | 336 | 11,67 | ||||
| 2025-07-16 | 13F | Jentner Corp | 17 789 | 57,61 | 1 133 | 68,10 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 210 | 14 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 320 679 | 20 424 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 149 123 | 0,54 | 9 501 | 7,20 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 707 217 | 0,53 | 45 057 | 7,19 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14 157 | 0,50 | 902 | 7,13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13 428 | 3,97 | 1 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 3 425 | 218 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 7 618 | 0,54 | 485 | 7,30 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 9 336 | 241 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1 559 | 0,26 | 99 | −1,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 229 | 2,13 | 333 | 9,18 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17 456 | 0,51 | 1 112 | 8,70 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 15 589 | 3,34 | 993 | 10,21 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 26 218 | 5,48 | 1 670 | 12,46 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 187 525 | 0,42 | 11 947 | 7,07 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 567 923 | 2,75 | 36 182 | 9,56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22 692 | 2,30 | 1 446 | 9,06 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 14 997 | 16,21 | 955 | 23,87 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 16 016 | 41,52 | 1 020 | 50,89 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 7 379 | 13,44 | 470 | 21,13 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 171 189 | 2,45 | 10 906 | 15,12 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 19 175 | 0,10 | 1 222 | 6,73 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 240 340 | 63,82 | 15 312 | 74,69 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 17 275 | 7,85 | 1 101 | 14,94 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 373 022 | 7,28 | 24 135 | 16,17 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 239 819 | 18,57 | 15 279 | 26,42 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 559 | 354 | ||||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 3 719 | 2,09 | 237 | 8,76 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 44 527 | 129,06 | 2 837 | 144,27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 881 370 | 5,22 | 56 152 | 12,19 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31 280 | 192,72 | 2 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 77 501 | 699,14 | 4 938 | 752,68 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 150 416 | 9 583 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 13 655 | 26,15 | 870 | 34,52 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 172 142 | 7,06 | 10 967 | 14,17 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 3 469 | 221 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 507 172 | 15,81 | 32 312 | 23,48 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 37 953 | 0,07 | 2 418 | 6,66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 559 179 | 115,71 | 35 625 | 130,02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 489 | 17,02 | 159 | 24,41 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 253 403 | 3,04 | 16 144 | 9,87 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 43 691 | 1,12 | 2 784 | 7,83 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 79 503 | 83,83 | 5 065 | 96,01 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 26 247 | 1 672 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 215 903 | 8,79 | 13 755 | 16,01 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 22 916 | 0,52 | 1 460 | 7,12 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6 825 | 6,47 | 435 | 13,61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 174 | 253,06 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 139 919 | 9,99 | 8 914 | 17,29 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 43 817 | 104,62 | 2 618 | 87,94 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 31 784 | 64,81 | 2 049 | 77,86 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16 449 | 6,83 | 1 048 | 13,80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7 010 | 3,42 | 447 | 10,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 029 | 167,27 | 66 | 160,00 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 250 | 80 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 36 028 | 103,18 | 2 295 | 116,71 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 154 661 | 4,88 | 9 853 | 11,83 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 265 654 | 13,64 | 16 925 | 21,17 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 102 289 | 12,95 | 6 517 | 20,44 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 45 023 | 6,91 | 2 954 | 17,60 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 907 | 58 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 134 426 | 1 041,82 | 8 564 | 1 118,21 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 852 | 85 100,00 | 54 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 123 129 | 7,05 | 7 845 | 14,14 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 109 158 | 0,16 | 6 522 | −8,04 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 184 192 | 19,46 | 11 287 | 14,80 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102 972 | 3,87 | 6 560 | 10,75 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 16 123 | 23,59 | 1 027 | 31,84 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 48 818 | 2,43 | 3 110 | 9,24 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7 881 | 11,98 | 502 | 19,52 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 14 049 | 16,77 | 895 | 24,65 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 31 195 | 3,96 | 1 987 | 10,82 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 762 | 46 | ||||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 4 583 | 0,02 | 292 | 6,59 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 44 225 | 210,26 | 2 818 | 231,02 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 213 | 14 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 068 777 | 14,56 | 195 512 | 22,16 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 3 567 | 227 | ||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 118 638 | 13,31 | 7 558 | 20,81 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 115 909 | 7,34 | 7 385 | 14,45 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 374 | 0,27 | 24 | 4,55 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 24 416 | 1 556 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20 702 | 104,46 | 1 319 | 118,21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 778 | 685,86 | 50 | 880,00 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 313 707 | 1,70 | 20 523 | 19,52 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 20 410 | 24,03 | 1 300 | 32,25 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4 158 | 0,17 | 265 | 6,88 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112 064 | 11,26 | 7 140 | 18,63 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 15 244 | 1 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17 530 | 26,35 | 1 117 | 34,78 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 42 641 | 6,91 | 2 717 | 13,97 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8 282 | 528 | ||||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 113 079 | 5,31 | 7 | 16,67 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 218 378 | 0,96 | 13 913 | 7,65 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 35 445 | 0,01 | 2 258 | 6,66 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 136 155 | 28,93 | 8 674 | 37,49 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 98 838 | 681,82 | 6 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 25 049 | 1 596 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 8 223 | 524 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10 762 | 0,27 | 686 | 6,86 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 3 718 | 0,27 | 237 | 6,79 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5 900 | 376 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 459 207 | 2,87 | 29 256 | 9,68 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3 539 | 0,28 | 225 | 7,14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22 697 | 3,10 | 1 446 | 9,96 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3 972 | 197,08 | 253 | 220,25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 138 761 | 108,95 | 8 842 | 123,03 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 94 447 | 14,04 | 6 017 | 21,60 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 20 581 | 10,37 | 1 311 | 17,68 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 34 124 | 37,73 | 2 174 | 46,89 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 49 805 | 69,47 | 3 173 | 80,69 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 138 221 | 4,96 | 9 152 | 2,36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 196 | 4,13 | 140 | 10,32 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 728 | 46 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 766 | 13,68 | 367 | 19,16 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31 416 | 91,78 | 2 001 | 104,60 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 238 840 | 15,09 | 15 216 | 22,72 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 3 282 | 209 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 58 470 | 9,08 | 3 725 | 16,33 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 256 649 | 1,10 | 16 351 | 7,80 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 19 007 | 0,23 | 1 211 | 6,80 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 89 290 | 35,63 | 5 689 | 44,62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 335 882 | 12,70 | 21 399 | 20,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 310 794 | 24,59 | 19 801 | 32,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 271 939 | 0,72 | 17 325 | 7,40 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 156 885 | 1,88 | 10 | 0,00 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 328 629 | 3,99 | 20 937 | 10,88 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8 338 | 2,45 | 550 | 13,17 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 46 263 | 4,46 | 2 947 | 11,38 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 88 802 | 10,98 | 5 658 | 18,32 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 079 798 | 0,37 | 68 794 | 7,02 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4 017 | 256 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6 674 | 24,91 | 426 | 33,23 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 250 656 | 16,47 | 15 969 | 24,20 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 2 310 | 0,13 | 147 | 7,30 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 137 348 | 2 631,12 | 271 | −10,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 189 787 | 3,52 | 12 092 | 10,39 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 9 | 1 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 30 072 | 7,51 | 1 916 | 14,60 | ||||
| 2025-07-30 | NP | APUE - ActivePassive U.S. Equity ETF | 1 286 118 | 3,26 | 78 813 | −0,78 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 879 931 | 3,03 | 56 060 | 9,86 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 100 593 | 28 558,97 | 6 409 | 13,86 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 294 963 | 1,06 | 19 | 5,88 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 12 770 | 0,05 | 814 | 6,69 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 9 190 | 0,01 | 585 | 6,56 | ||||
| 2025-08-01 | 13F | First National Trust Co | 364 218 | 0,32 | 23 204 | 6,97 | ||||
| 2025-08-14 | 13F | UBS Group AG | 817 789 | 13,16 | 52 101 | 20,67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 9 215 | 16,94 | 587 | 24,89 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 1 160 110 | 76 262 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 51 145 | 8,65 | 3 457 | 25,99 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 28 186 | 8,47 | 1 796 | 15,66 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 31 550 | 2 010 | ||||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 397 666 | 12,13 | 25 335 | 19,56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 861 | 30,80 | 373 | 39,70 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 171 771 | 1,32 | 10 944 | −0,81 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 9 777 | 45,23 | 623 | 54,73 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 93 365 | 4,66 | 5 948 | 11,59 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 6 865 | 1,76 | 442 | 20,16 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 317 697 | 6,11 | 20 240 | 13,14 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 954 004 | 7,35 | 60 780 | 14,46 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 605 | 9,68 | 421 | 16,99 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3 534 | 4,87 | 225 | 11,94 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 27 602 | 27,89 | 1 759 | 36,38 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 788 022 | 50 205 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 346 275 | 1,46 | 22 061 | 8,18 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 665 | 42 | ||||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 6 862 | 437 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 781 | 0,13 | 50 | 6,52 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 45 692 | 2,34 | 2 911 | 9,15 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 10 564 | 1,30 | 673 | 8,03 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 017 | 0,23 | 192 | 7,26 |
