Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF inkluderar Glenmede Investment Management, LP, Exchange Traded Concepts, Llc, Concord Asset Management, LLC/VA, Accurate Wealth Management, LLC, Legacy Capital Wealth Partners, LLC, WCG Wealth Advisors LLC, Fundamentun, Llc, Atlas Private Wealth Advisors, Summit Wealth Group Llc / Co, Triad Wealth Partners, LLC, Arista Wealth Management, LLC, Midwest Trust Co, Meredith Wealth Planning, Ieq Capital, Llc, Wharton Business Group, LLC, Cascade Wealth Advisors, Inc, Maseco Llp, Sei Investments Co, Eaton Financial Holdings Company, LLC, och Jentner Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 833 432 | 0,39 | 24 478 | 12,53 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 44 108 | 10,59 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 465 | 14 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 843 365 | 4,04 | 24 770 | 16,63 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 621 073 | 5,09 | 18 241 | 17,81 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 47 286 | 15,74 | 1 389 | 29,72 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 1 438 802 | 3,50 | 42 258 | 16,02 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 133 749 | 1,02 | 3 928 | 13,26 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 647 049 | 5,31 | 48 374 | 17,47 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 30 932 | 0,95 | 908 | 13,22 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 175 613 | 0,40 | 5 158 | 12,55 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10 964 | 1,26 | 322 | 13,78 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 48 677 | 0,18 | 1 430 | 12,25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 79 061 | 34,21 | 2 313 | 48,59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 229 673 | 143,15 | 6 745 | 172,64 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 2 187 499 | 3,34 | 64 247 | 15,84 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 76 595 | 0,89 | 2 250 | 13,07 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 8 956 | 0,07 | 263 | 12,39 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 7 732 | 227 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 1 204 254 | 16,18 | 35 658 | 38,38 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 15 234 | 0,04 | 447 | 12,31 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1 535 | 39 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 8 213 | 0,96 | 241 | 13,15 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 121 252 | 0,90 | 3 561 | 13,12 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 22 903 | 1,26 | 673 | 13,51 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7 312 | 1,25 | 215 | 27,38 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 370 708 | 1,73 | 10 888 | 14,04 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 12 023 | 0,03 | 353 | 12,42 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 61 216 | 1 798 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7 036 | 207 | ||||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 713 701 | 2,15 | 20 961 | 14,51 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 18 030 | 530 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11 800 | 347 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 044 | 1,24 | 60 | 15,38 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 30 531 | 13,43 | 897 | 27,09 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 63 181 | 62,21 | 1 856 | 81,86 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1 252 551 | 13,81 | 36 787 | 27,59 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 392 933 | 0,42 | 11 540 | 12,57 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 84 850 | 0,84 | 2 492 | 13,07 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 080 | 1,22 | 61 | 15,09 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 36 989 | 0,45 | 1 086 | 12,66 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 15 980 | 469 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 33 104 | 972 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 64 231 | 1 886 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 2 917 896 | 645,48 | 85 699 | 735,67 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 137 431 | 36,58 | 4 036 | 53,11 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 25 090 | 1 | ||||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1 137 | 0,62 | 33 | 13,79 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 11 949 | 0,64 | 351 | 12,54 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 778 779 | 9,19 | 22 873 | 22,40 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 248 | 7 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 39 133 | 4,46 | 1 149 | 17,13 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 950 768 | 0,23 | 27 924 | 12,36 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 24 239 | 0,02 | 712 | 12,15 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 150 941 | 1,73 | 4 433 | 14,05 | ||||
| 2025-07-15 | 13F | Maseco Llp | 24 096 | 708 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 5 774 | 66,54 | 170 | 87,78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3 919 | 0,15 | 115 | 12,75 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 96 697 | 610,17 | 2 840 | 697,47 | ||||
| 2025-07-31 | 13F | City State Bank | 6 000 | 20,00 | 176 | 34,35 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 33 803 | 5,24 | 993 | 17,95 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3 107 | 1 944,08 | 91 | 2 933,33 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 13 503 | 397 | ||||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 1 657 619 | 6,55 | 48 684 | 19,45 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 516 211 | 18,81 | 15 161 | 33,19 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 13 011 | 10,63 | 382 | 24,03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 211 733 | 1,69 | 6 | 20,00 | ||||
| 2025-07-16 | 13F | Jentner Corp | 17 270 | 507 | ||||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1 328 699 | 1,21 | 39 024 | 13,45 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 60 743 | 1 784 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 960 626 | 0,05 | 57 584 | 12,15 | ||||
| 2025-07-21 | 13F | 25 Llc | 12 635 | 0,77 | 371 | 13,11 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 473 | 1,23 | 366 | 13,66 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 64 225 | 12,50 | 1 886 | 26,15 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 354 400 | 0,50 | 10 409 | 12,65 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 2 399 324 | 2,96 | 70 468 | 15,42 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 12 701 | 0,15 | 373 | 12,35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 575 318 | 4,51 | 46 267 | 17,15 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 11 120 | 11,38 | 291 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 12 517 | 0,70 | 368 | 12,92 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 326 272 | 4,96 | 9 583 | 17,66 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 8 641 | 256 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 79 886 | 19,83 | 2 346 | 34,36 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7 512 | 221 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 7 311 | 215 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 65 643 | 56,51 | 1 928 | 75,50 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 43 | 1 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 141 439 | 6,70 | 4 154 | 19,64 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 727 846 | 2,09 | 21 377 | 14,44 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 7 619 | 224 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 47 150 | 1 385 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 299 578 | 4,95 | 8 799 | 17,65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 127 638 | 13,54 | 3 749 | 27,27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21 436 | 6,34 | 630 | 19,13 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 1 150 877 | 0,39 | 33 801 | 12,53 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 46 758 | 7,43 | 1 373 | 20,44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7 477 | 0,84 | 233 | 12,62 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 174 996 | 10,75 | 34 369 | 29,68 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8 024 667 | 2,38 | 235 684 | 14,76 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 755 020 | 89,37 | 22 175 | 112,29 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 152 | 2 057,14 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 954 | 41,59 | 57 | 58,33 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 11 028 | 0 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 81 210 | 0,04 | 2 385 | 12,18 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 137 676 | 9,08 | 4 059 | 17,05 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 135 326 | 150 825 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 680 341 | 10,55 | 19 982 | 23,93 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 351 803 | 7,33 | 10 332 | 20,32 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 22 443 | 17,58 | 659 | 31,80 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 88 081 | 0,77 | 2 587 | 12,93 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 36 982 | 0,40 | 1 086 | 12,54 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 16 393 | 481 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 12 484 | 62,17 | 367 | 82,09 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 248 081 | 8,93 | 7 286 | 22,13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 52 697 | 3,05 | 1 548 | 15,53 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17 094 | 0,77 | 502 | 13,06 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 54 596 | 7,18 | 1 603 | 20,16 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 9 938 | 21,55 | 292 | 35,98 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 37 170 | 4,00 | 1 092 | 16,56 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 92 242 | 6,62 | 2 709 | 19,55 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 35 606 | 2,57 | 1 046 | 14,96 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 23 901 | 5,35 | 702 | 18,01 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19 290 | 567 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8 422 | 0,08 | 221 | 5,26 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 4 130 | 121 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 1 617 | 42 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3 038 | 86,49 | 89 | 111,90 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 11 303 | 332 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 21 041 | 0,27 | 618 | 12,39 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 44 619 | 10,06 | 1 310 | 23,35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 722 | 1,15 | 168 | 13,51 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 1 107 703 | 1,21 | 32 533 | 13,46 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 84 466 | 0,09 | 2 481 | 12,22 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 6 964 | 205 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 46 761 | 0,01 | 1 373 | 12,17 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 121 686 | 2,03 | 3 574 | 14,37 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3 398 | 100 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 069 626 | 31 415 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 260 534 | 13,44 | 7 652 | 27,16 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 108 419 | 0,71 | 3 184 | 12,91 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 63 381 | 1,25 | 1 861 | 13,48 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 280 884 | 21,35 | 184 470 | 33,53 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 17 893 | 526 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16 219 | 476 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 111 | 268 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 15 630 | 0,75 | 458 | 7,28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 44 576 | 24,47 | 1 309 | 39,55 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5 117 849 | 0,47 | 134 088 | 5,89 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 4 716 | 1,27 | 139 | 13,11 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 261 736 | 50,47 | 7 687 | 68,69 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 620 028 | 5,24 | 18 210 | 17,97 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 28 329 | 0,21 | 832 | 12,43 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 196 488 | 2,64 | 5 771 | 15,05 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 127 010 | 3,41 | 3 730 | 15,95 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 14 172 | 1,76 | 416 | 14,29 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 64 083 | 1 882 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 8 062 | 237 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 21 948 | 30,00 | 645 | 45,70 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4 028 | 1,26 | 118 | 13,46 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 24 288 | 733 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 58 473 | 0,58 | 1 717 | 12,74 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 52 428 | 21,84 | 1 541 | 45,56 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 517 | 15 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 276 | 8 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9 066 | 4,31 | 266 | 17,18 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 57 734 | 1,83 | 1 696 | 14,14 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8 401 | 247 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 893 | 56 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 47 311 | 51,73 | 1 390 | 70,22 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26 421 | 65,67 | 776 | 85,85 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1 327 506 | 1,00 | 38 989 | 13,22 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 150 192 | 0,30 | 4 393 | 11,53 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2 752 510 | 0,11 | 80 841 | 12,22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 058 842 | 18,02 | 119 208 | 32,30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2 040 938 | 59 942 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 15 285 | 449 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 35 556 | 18,08 | 1 044 | 32,49 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 9 523 | 280 | ||||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 9 643 | 6,07 | 253 | 11,50 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 42 155 | 84,30 | 1 238 | 106,68 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 9 204 | 0 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 40 123 | 1,24 | 1 178 | 13,49 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 74 206 | 525,26 | 2 179 | 602,90 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 1 540 | 45 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 25 228 | 741 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 917 | 21,33 | 321 | 36,17 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 7 267 | 213 | ||||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 2 230 808 | 2,08 | 65 519 | 14,43 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 623 712 | 2,08 | 18 318 | 14,44 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 44 430 | 286,62 | 1 305 | 333,22 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 46 923 | 1 378 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 13 816 | 1,26 | 406 | 13,45 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 504 241 | 4,25 | 14 810 | 16,86 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78 161 | 68,66 | 2 296 | 89,04 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 66 134 | 5,77 | 1 942 | 18,56 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 24 700 | 1,95 | 725 | 14,35 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 589 | 1,20 | 17 | 13,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 39 080 | 54,22 | 1 148 | 73,00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 6 896 | 203 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 7 967 | 240 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 6 891 | 202 | ||||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 193 678 | 1,97 | 5 688 | 14,31 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 13 017 | 241,38 | 382 | 285,86 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 507 036 | 9,53 | 14 892 | 22,78 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 15 052 | 4,49 | 442 | 17,24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 807 | 53 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 425 066 | 5,26 | 12 484 | 18,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7 423 | 218 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 385 071 | 0,02 | 70 050 | 12,12 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9 174 | 5,10 | 0 | |||||
| 2025-07-18 | 13F | Fmb Wealth Management | 408 588 | 9,86 | 12 000 | 23,15 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 23 617 | 1,03 | 694 | 13,24 | ||||
| 2025-08-14 | 13F | Betterment LLC | 372 368 | 26,44 | 11 | 42,86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 622 109 | 34,85 | 18 271 | 51,17 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 272 362 | 0,24 | 7 999 | 12,38 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 12 971 | 18,09 | 381 | 32,40 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 7 420 | 218 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 39 949 | 0,23 | 1 173 | 12,36 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 712 319 | 4,11 | 20 921 | 16,71 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 60 483 | 48,33 | 1 776 | 66,29 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 148 944 | 2,51 | 4 374 | 14,92 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 620 140 | 6,69 | 18 214 | 19,60 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 45 092 | 0,54 | 1 324 | 12,68 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 25 478 | 748 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1 699 457 | 32,97 | 49 913 | 49,06 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 41 683 | 1 224 | ||||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 27 833 | 24,85 | 1 | |||||
| 2025-07-07 | 13F | New Capital Management LP | 2 331 006 | 3,46 | 68 462 | 15,97 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 35 075 | 159 331,82 | 1 030 | 14,44 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 35 693 | 13,19 | 1 048 | 26,88 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 27 171 | 0,93 | 798 | 13,19 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 5 749 117 | 3,75 | 168 852 | 16,30 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 1 326 523 | 2,50 | 38 960 | 14,90 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 38 488 | 1 130 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 172 | 5 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 444 374 | 1 821,04 | 13 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 42 088 | 3,29 | 1 236 | 15,84 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 80 845 | 2 396 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 211 074 | 1,62 | 6 199 | 13,91 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 1 115 577 | 0,53 | 33 | 13,79 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 25 554 | 6,11 | 751 | 19,05 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 47 965 | 72,27 | 1 409 | 103,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12 921 | 4,21 | 379 | 16,98 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 16 724 | 0,18 | 495 | 15,38 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 30 550 | 1,14 | 897 | 13,40 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 19 030 | 559 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 141 439 | 4 154 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 30 943 | 5,53 | 909 | 18,23 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 7 612 | 224 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 19 157 | 1,24 | 563 | 13,54 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 865 729 | 4,31 | 54 796 | 16,93 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 3 538 198 | 0,08 | 103 917 | 12,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 11 295 | 1,26 | 332 | 13,36 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 417 170 | 4,96 | 12 | 20,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50 981 | 0,17 | 1 497 | 12,30 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 150 592 | 0,40 | 4 423 | 6,25 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 22 136 | 650 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 165 | 0,41 | 299 | 12,45 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 1 830 211 | 1,97 | 53 753 | 14,30 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 51 752 | 0,19 | 1 520 | 12,27 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 70 284 | 0,56 | 2 064 | 12,73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 58 027 | 1 704 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 48 565 | 4,50 | 1 426 | 17,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 555 439 | 38,94 | 15 800 | 50,85 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 621 | 5,67 | 48 | 17,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 416 | 12 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 4 219 | 1,01 | 0 | |||||
| 2025-08-12 | 13F | BWM Planning, LLC | 8 482 | 1,25 | 249 | 13,70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 620 649 | 17,85 | 18 | 38,46 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9 062 | 16,39 | 266 | 31,03 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 748 690 | 3,43 | 21 989 | 15,95 |
