Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF inkluderar Premier Financial Group, Atlantic Union Bankshares Corp, M Holdings Securities, Inc., Midwest Trust Co, Fundamentun, Llc, rebel Financial LLC, Roundview Capital LLC, Eaton Financial Holdings Company, LLC, Legacy Capital Wealth Partners, LLC, Sei Investments Co, B&D White Capital Company, LLC, Maseco Llp, Destination Wealth Management, Silverlake Wealth Management Llc, Callan Capital, LLC, Wealth Advisors Northwest LLC, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Accurate Wealth Management, LLC, och Vident Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23 325 | 100,51 | 1 | |||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 5 807 | 0,55 | 313 | 5,39 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 289 000 | 11,75 | 14 881 | 3,38 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 33 | 2 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 786 | 13,26 | 42 | 20,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9 478 | 15,44 | 511 | 21,09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 43 288 | 13,71 | 2 336 | 19,13 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17 131 | 1,36 | 924 | 6,21 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 14 347 | 2,22 | 774 | 7,20 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 376 716 | 7,30 | 20 328 | 20,04 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 139 | 2,99 | 169 | 8,33 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 16 942 | 2,18 | 914 | 7,15 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 121 123 | 1,90 | 6 536 | 6,78 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 289 898 | 7,06 | 15 643 | 24,75 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 140 353 | 0,75 | 7 573 | 5,59 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 119 501 | 0,41 | 6 448 | 5,24 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 193 868 | 1,96 | 10 461 | 6,85 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 16 169 | 872 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 5 174 | 0,21 | 279 | 5,28 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7 449 | 63,46 | 402 | 71,37 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 15 478 | 2,72 | 835 | 7,74 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 63 638 | 30,89 | 3 434 | 37,16 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 42 999 | 31,93 | 2 418 | 33,24 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 424 | 0,47 | 23 | 4,76 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1 535 250 | 5,05 | 82 842 | 10,09 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 234 148 | 4,43 | 12 635 | 9,44 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 5 195 | 0,44 | 280 | 5,26 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 18 | 1 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 32 650 | 0,41 | 1 762 | 5,20 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 56 848 | 37,83 | 3 068 | 44,47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 229 | 12 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 883 | 0,74 | 263 | 5,62 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22 800 | 4,59 | 1 230 | 9,63 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 68 843 | 25,12 | 3 715 | 31,10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 53 985 | 18,08 | 2 913 | 23,75 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 69 719 | 19,31 | 3 762 | 25,07 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 22 595 | 0,39 | 1 219 | 5,27 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5 844 | 303 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 141 608 | 0,25 | 7 641 | 5,06 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 18 852 | 3,93 | 1 017 | 8,89 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 39 988 | 6,77 | 2 158 | 11,88 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 100 761 | 59,42 | 60 037 | 68,87 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9 376 | 506 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 536 252 | 5,75 | 28 936 | 10,82 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 453 903 | 24 493 | ||||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 7 271 | 0,47 | 392 | 5,38 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 118 316 | 68,23 | 6 384 | 76,30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 46 843 | 0,55 | 2 528 | 5,38 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 154 307 | 0,06 | 8 326 | 4,86 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 724 343 | 4,13 | 39 086 | 9,12 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 35 634 | 1,04 | 1 923 | 5,90 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131 800 | 3,94 | 7 112 | 8,93 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5 722 | 5,53 | 309 | 10,39 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 41 302 | 10,86 | 2 229 | 16,16 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 261 350 | 24,34 | 68 062 | 30,31 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 13 112 | 11,33 | 708 | 16,67 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 220 282 | 2,70 | 11 886 | 7,62 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12 868 | 7,02 | 1 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 50 235 | 7,53 | 2 711 | 16,31 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 93 220 | 15,20 | 5 030 | 20,74 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 120 792 | 7,85 | 6 518 | 13,02 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 16 848 | 12,98 | 909 | 18,51 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 4 555 | 0,18 | 246 | 4,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 291 576 | 0,56 | 15 733 | 5,39 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 289 256 | 2,19 | 15 608 | 7,09 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 129 926 | 2,46 | 7 011 | 7,38 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 84 450 | 0,11 | 4 557 | 4,90 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 194 | 0,52 | 10 | 11,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 108 276 | 0,55 | 5 843 | 5,38 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1 337 702 | 10,28 | 74 992 | 11,95 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 10 986 | 1,30 | 593 | 6,09 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 33 973 | 1 833 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6 867 | 354 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 196 397 | 8,84 | 10 598 | 14,06 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 27 800 | 25,19 | 1 500 | 31,23 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 113 | 15,12 | 512 | 38,38 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 822 | 16,94 | 746 | 22,53 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8 815 | 3,16 | 476 | 8,20 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7 029 | 379 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8 182 | 231,93 | 442 | 250,00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 88 940 | 88,20 | 4 799 | 97,25 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 99 511 | 0,29 | 5 370 | 5,09 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 75 964 | 10,11 | 4 099 | 15,40 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 9 428 | 509 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5 844 | 315 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 8 608 | 56,88 | 464 | 64,54 | ||||
| 2025-07-29 | 13F | Schubert & Co | 32 004 | 0,24 | 1 727 | 5,05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39 889 | 217,23 | 2 152 | 232,61 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4 601 657 | 7,77 | 248 305 | 12,94 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 28 361 | 24,25 | 1 530 | 30,10 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 223 673 | 10,37 | 12 069 | 15,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 141 448 | 24,15 | 7 633 | 30,11 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 206 143 | 0,09 | 11 123 | 4,89 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 319 | 17 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 657 077 | 1,19 | 91 968 | 15,51 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 392 013 | 7,95 | 21 153 | 13,13 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 541 | 4,04 | 29 | 16,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 67 844 | 12,86 | 3 661 | 18,26 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 41 226 | 8,12 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 411 625 | 3,02 | 22 211 | 7,96 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 485 275 | 4,36 | 26 185 | 9,36 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23 941 | 12,27 | 1 292 | 17,58 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 30 674 | 0,00 | 1 655 | 4,81 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15 732 | 56,35 | 849 | 63,71 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 5 534 | 0,45 | 299 | 5,30 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 10 254 | 0,29 | 528 | 10 440,00 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 8 619 | 0,47 | 465 | 5,44 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 15 281 | 0,37 | 868 | 14,21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 53 430 | 4,58 | 2 883 | 9,62 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 472 943 | 3,17 | 25 520 | 8,12 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 79 227 | 2,09 | 4 275 | 7,09 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4 848 | 19,91 | 262 | 25,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 131 | 655 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 81 | 70,21 | ||||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 437 580 | 1,97 | 23 612 | 6,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 185 067 | 4,51 | 63 946 | 9,53 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 11 140 | 525,14 | 601 | 560,44 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 395 898 | 3,86 | 21 363 | 8,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 553 224 | 10,03 | 83 812 | 15,31 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 491 885 | 34,22 | 26 542 | 40,66 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 640 | 35,02 | 35 | 41,67 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 128 609 | 0,03 | 7 106 | 7,33 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 4 602 | 15,95 | 248 | 21,57 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 300 782 | 11,67 | 16 230 | 17,03 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 286 572 | 2,59 | 15 478 | 7,61 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 838 424 | 0,10 | 45 241 | 4,90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 60 112 | 0,81 | 3 095 | −6,75 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 16 086 | 0,46 | 868 | 5,22 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 55 212 | 37,70 | 2 979 | 44,33 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 122 249 | 14,46 | 6 597 | 19,95 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 170 130 | 2,01 | 9 180 | 6,91 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3 800 | 128,92 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 89 162 | 227,63 | 4 811 | 243,40 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 44 323 | 13,59 | 2 392 | 19,01 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 156 852 | 25,52 | 8 464 | 31,54 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 712 | 0,45 | 254 | 5,39 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 337 188 | 1,04 | 18 195 | 5,88 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 35 665 | 4,42 | 1 836 | −3,42 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 15 120 | 178,76 | 816 | 192,11 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 6 309 | 5,08 | 340 | 10,03 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24 854 | 43,73 | 1 341 | 50,67 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 3 902 | 211 | ||||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 46 722 | 4,91 | 2 521 | 9,94 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3 868 | 209 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 156 124 | 30,26 | 8 424 | 36,51 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 155 872 | 10,49 | 8 411 | 15,79 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 71 655 | 1,56 | 3 867 | 15,68 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 860 757 | 7,92 | 46 447 | 13,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 198 473 | 8,25 | 64 670 | 13,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 449 800 | 3,44 | 24 | 9,09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21 296 | 7,97 | 1 149 | 13,31 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 132 919 | 87,80 | 7 172 | 96,82 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 6 746 | 0,31 | 347 | −7,22 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 4 098 | 1,81 | 221 | 6,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 286 633 | 14,46 | 15 466 | 19,94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 174 031 | 24,28 | 9 | 28,57 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 286 056 | 1,31 | 15 436 | 6,17 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 708 143 | 6,17 | 38 211 | 11,26 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 926 004 | 13,92 | 49 967 | 24,96 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 73 805 | 17,02 | 3 983 | 22,64 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 452 257 | 4,94 | 24 404 | 9,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 171 151 | 0,27 | 122 344 | 9,73 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 41 983 | 2,24 | 2 265 | 7,14 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 311 986 | 19,36 | 16 835 | 25,09 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 16 490 | 24,78 | 890 | 30,74 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 15 822 | 854 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 215 040 | 8,03 | 11 606 | 13,23 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5 117 | 276 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 113 089 | 21,25 | 6 102 | 27,07 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 270 120 | 8,42 | 176 456 | 13,62 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 87 884 | 7,97 | 4 900 | 15,98 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 539 287 | 6,31 | 29 100 | 11,41 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 230 697 | 39,65 | 12 448 | 46,36 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 13 845 | 0,80 | 747 | 5,66 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 6 702 | 362 | ||||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 358 514 | 4,46 | 19 345 | 9,47 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 351 786 | 6,93 | 18 982 | 12,07 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 187 170 | 3,25 | 10 341 | 23,18 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 13 953 | 11,41 | 753 | 16,77 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14 222 | 767 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 640 246 | 1,56 | 34 548 | 6,43 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8 789 | 84,45 | 474 | 93,47 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 132 818 | 22,56 | 7 167 | 28,45 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 767 | 0,71 | 419 | 5,54 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4 962 | 0,47 | 268 | 5,12 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 296 660 | 16 008 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 104 684 | 6 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 14 815 | 28,83 | 799 | 34,97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 263 445 | 4,14 | 14 215 | 9,14 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 7 261 | 392 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 13 020 | 703 | ||||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 402 185 | 19,65 | 21 702 | 25,39 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 30 439 | 10,61 | 1 642 | 15,88 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 353 347 | 27,17 | 18 314 | 20,35 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 10 830 | 591 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11 637 | 29,73 | 628 | 36,01 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 17 735 | 0,04 | 957 | 4,82 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 9 961 | 0,45 | 537 | 5,29 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12 623 | 0,18 | 681 | 5,09 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 625 | 0,26 | 250 | 5,06 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 26 044 | 0,08 | 1 405 | 4,93 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 10 820 | 80,48 | 584 | 89,29 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 310 008 | 7,03 | 16 728 | 12,16 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 68 237 | 31,68 | 3 682 | 38,01 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 4 375 | 0,44 | 236 | 5,36 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 51 305 | 0,00 | 2 768 | 4,81 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5 549 | 4,72 | 299 | 9,93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 201 294 | 4,17 | 10 862 | 9,17 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 98 372 | 7,25 | 5 308 | 12,41 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 976 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30 370 | 0,18 | 1 639 | 5,00 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 5 316 | 35,75 | 287 | 42,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 306 195 | 28,34 | 16 525 | 34,62 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 161 076 | 0,19 | 8 692 | 4,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 465 775 | 17,16 | 25 133 | 22,79 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 309 | 16 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 22 975 | 0,68 | 1 240 | 5,54 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 4 833 | 0,46 | 261 | 5,26 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 498 843 | 1,27 | 26 918 | 6,13 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 43 278 | 22,78 | 2 335 | 28,72 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 65 144 | 13,02 | 3 515 | 18,47 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 608 546 | 7,95 | 32 837 | 13,13 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 903 198 | 6,51 | 48 737 | 11,62 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 472 191 | 11,51 | 79 439 | 16,86 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 3 709 | 202 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 21 173 | 8,38 | 1 142 | 13,63 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 371 598 | 13,63 | 20 051 | 19,08 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9 943 | 24,96 | 537 | 31,05 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10 742 | 4,04 | 580 | 9,04 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 12 900 | 2,38 | 696 | 7,41 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 97 447 | 11,47 | 5 319 | 132 850,00 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1 795 383 | 1,14 | 96 879 | 6,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 264 | 68 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 46 410 | 6,52 | 2 504 | 11,64 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 5 865 | 0,41 | 316 | 5,33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99 098 | 1,43 | 5 347 | 6,30 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 036 | 58 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 285 | 69 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 29 774 | 2,62 | 1 607 | 7,57 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 976 | 53 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 9 353 565 | 5,37 | 504 718 | 10,42 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 52 626 | 200,33 | 2 840 | 214,75 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5 236 | 1,45 | 283 | 6,42 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 705 637 | 38 598 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 100 428 | 1,38 | 59 379 | 6,24 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14 973 | 1,75 | 808 | 6,61 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 3 716 | 0 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2 099 217 | 3,42 | 113 274 | 8,38 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 996 | 1,42 | 863 | 6,28 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 59 841 | 1,44 | 3 229 | 6,32 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 447 | 0,07 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 157 549 | 5,38 | 8 501 | 10,45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 506 498 | 33,74 | 27 331 | 40,16 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 243 145 | 1,55 | 13 120 | 6,42 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 062 | 113,22 | 543 | 123,97 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 61 743 | 9,54 | 3 332 | 14,78 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5 323 | 287 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 74 537 | 2,39 | 4 022 | 7,31 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 526 750 | 2,25 | 28 423 | 7,15 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 97 523 | 0,41 | 5 262 | 5,24 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 4 004 | 0,45 | 216 | 5,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 840 | 39,11 | 369 | 45,85 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 5 649 | 0,46 | 305 | 5,19 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 22 195 | 0,61 | 1 198 | 5,46 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 3 844 | 207 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 23 753 | 20,00 | 1 282 | 25,71 | ||||
| 2025-08-08 | 13F | Creative Planning | 14 095 721 | 1,08 | 760 605 | 5,93 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5 844 | 315 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 775 | 204 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 3 605 | 0,28 | 195 | 4,86 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 382 974 | 6,58 | 20 665 | 11,70 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 690 456 | 3,10 | 37 257 | 8,05 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 104 970 | 10,99 | 6 | 25,00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1 329 | 72 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 64 236 | 819,50 | 3 466 | 865,46 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 20 635 | 54,53 | 1 113 | 62,01 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 57 761 | 125 467,39 | 3 117 | −3,83 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 324 797 | 10,05 | 17 526 | 15,33 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4 296 | 232 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 19 016 | 0,12 | 1 026 | 5,02 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 242 299 | 134,13 | 13 075 | 145,36 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 39 103 | 2 110 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 593 | 197,47 | 248 | 190,59 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 717 | 0,14 | 39 | 5,56 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 6 253 | 0,03 | 352 | 19,39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 891 | 0,07 | 156 | 5,41 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 1 168 197 | 65 249 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 978 | 282 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6 845 | 3,93 | 369 | 8,85 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 75 188 | 8,57 | 4 057 | 13,80 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161 106 | 36,70 | 8 629 | 42,19 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 40 755 | 12,45 | 2 199 | 17,85 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 396 117 | 3,95 | 129 294 | 8,94 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 12 259 | 22,30 | 661 | 28,10 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 15 | 1 | ||||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 299 201 | 7,05 | 16 145 | 3,77 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 8 550 | 0,26 | 461 | 5,01 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 17 361 | 937 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 342 966 | 10,79 | 19 | 20,00 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 121 341 | 12,98 | 6 548 | 18,41 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 187 289 | 5,30 | 10 106 | 10,36 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 7 436 | 0,05 | 401 | 4,97 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 27 | ||||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 15 986 | 97,07 | 1 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 107 434 | 37,03 | 5 797 | 43,63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 498 065 | 9,13 | 26 876 | 14,37 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 922 479 | 3,84 | 49 777 | 8,82 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19 047 | 0,46 | 1 028 | 5,23 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 41 952 | 1,39 | 2 264 | 6,24 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 151 497 | 9,31 | 8 175 | 14,55 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 691 301 | 7,60 | 37 303 | 12,76 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 30 944 | 13,09 | 1 670 | 18,54 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 338 448 | 3,78 | 18 263 | 8,76 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 69 641 | 6,51 | 3 758 | 11,62 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 17 592 | 0,54 | 949 | 5,44 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 954 | 105 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8 374 | 452 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 768 | 0,45 | 203 | 5,18 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 8 549 | 11,69 | 461 | 17,01 |
