Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF inkluderar Maseco Llp, Premier Financial Group, Midwest Trust Co, Modern Wealth Management, LLC, B&D White Capital Company, LLC, Accurate Wealth Management, LLC, Schubert & Co, Breakwater Capital Group, M Holdings Securities, Inc., Bayshore Asset Management, Llc, Werba Rubin Papier Wealth Management, Legacy Capital Wealth Partners, LLC, Higgins & Schmidt Wealth Strategies LLC, Conrad Siegel Investment Advisors, Inc., Cetera Investment Advisers, Northern Trust Corp, Triad Wealth Partners, LLC, Cascade Financial Partners, LLC, Tableaux Llc, och Dynamic Advisor Solutions 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 514 321 | 4,54 | 15 265 | 17,26 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 563 100 | 4,57 | 17 | 14,29 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85 955 | 0,99 | 2 551 | 13,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 59 551 | 20,63 | 1 767 | 35,30 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 164 558 | 33,40 | 4 884 | 49,63 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 200 345 | 13,16 | 5 946 | 26,94 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 20 166 | 30,18 | 599 | 47,65 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1 723 511 | 29,02 | 51 154 | 44,72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 142 347 | 12,44 | 4 225 | 26,13 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 633 796 | 0,93 | 18 811 | 13,22 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 363 693 | 5,77 | 10 794 | 18,64 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 22 431 | 42,10 | 666 | 59,47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36 318 | 3,30 | 1 087 | 16,88 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 965 303 | 5,23 | 28 650 | 18,03 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 20 756 | 78,29 | 616 | 99,68 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 76 943 | 6,24 | 2 284 | 19,15 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 373 566 | 11,06 | 11 087 | 33,77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 40 754 | 15,33 | 1 210 | 28,48 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 330 831 | 5,34 | 9 819 | 18,17 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 000 | 30 | ||||||
| 2025-07-14 | 13F | Chico Wealth RIA | 18 235 | 5,85 | 541 | 18,90 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18 455 | 94,96 | 548 | 118,80 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 76 463 | 16,35 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8 600 | 255 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 107 424 | 2,42 | 3 188 | 14,88 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 32 497 | 1,12 | 991 | 21,77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 450 225 | 1,43 | 191 443 | 13,77 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 16 536 | 491 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co | 546 668 | 2,35 | 16 225 | 14,81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 28 779 | 103,24 | 867 | 131,82 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 132 061 | 5,69 | 3 920 | 18,54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 646 | 197 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 274 232 | 3,30 | 8 139 | 15,87 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 589 610 | 1,57 | 195 843 | 13,91 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 308 542 | 7,31 | 9 158 | 20,38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 231 716 | 3,64 | 36 557 | 16,25 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 29 374 | 4,94 | 872 | 17,70 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27 825 | 45,41 | 826 | 63,04 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 991 | 6,56 | 742 | 19,52 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 191 661 | 5 688 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 220 968 | 2,61 | 6 558 | 15,11 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 24 336 | 2,69 | 732 | 16,59 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 1 005 577 | 9,05 | 29 846 | 22,33 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1 095 851 | 6,58 | 32 667 | 25,33 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 33 135 | 1,23 | 983 | 13,51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 632 242 | 10,09 | 137 485 | 23,48 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 10 194 | 9,37 | 303 | 22,76 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 19 189 | 10,70 | 571 | 25,77 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14 148 | 0,31 | 420 | 12,33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7 159 | 212 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 226 492 | 73,11 | 6 722 | 94,17 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 7 733 | 223 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11 658 | 1,06 | 346 | 13,44 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 313 353 | 2,20 | 9 300 | 14,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 814 600 | 1,53 | 53 857 | 13,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 56 430 | 0,43 | 1 675 | 12,65 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 182 717 | 3,78 | 5 423 | 16,42 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 32 136 | 3,66 | 954 | 16,22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 610 154 | 10,66 | 18 109 | 24,13 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 215 150 | 6 386 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 925 406 | 2,59 | 27 466 | 15,07 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 235 591 | 2,72 | 6 962 | 13,93 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 53 223 | 11,74 | 1 580 | 25,32 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 430 894 | 27,62 | 12 789 | 43,15 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 650 019 | 1,62 | 19 293 | 13,99 | ||||
| 2025-07-16 | 13F | Jentner Corp | 585 548 | 3,98 | 17 379 | 16,63 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 62 949 | 17,30 | 1 868 | 31,55 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 874 702 | 55 622 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12 365 | 0,82 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27 684 | 0,49 | 1 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 14 946 | 3,40 | 444 | 15,97 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 433 | 0,62 | 72 | 14,29 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 72 740 | 39,49 | 2 159 | 56,49 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 344 | 54,26 | 10 | 100,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 359 330 | 0,09 | 40 168 | 18,36 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 37 183 | 15,95 | 1 104 | 35,01 | ||||
| 2025-07-21 | 13F | 25 Llc | 29 657 | 5,60 | 880 | 18,44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 187 758 | 150,75 | 5 573 | 181,27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 683 643 | 1,86 | 20 291 | 14,26 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 773 826 | 5,35 | 23 | 15,79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 119 | 1 771,89 | 330 | 2 093,33 | ||||
| 2025-07-29 | 13F | Schubert & Co | 38 384 | 1 139 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 135 312 | 4 016 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 567 595 | 0,07 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 130 143 | 3 863 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 182 266 | 0,66 | 5 410 | 12,90 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 94 613 | 15,37 | 2 808 | 29,46 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 348 782 | 5,11 | 9 229 | 6,19 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 333 261 | 6,44 | 9 891 | 19,40 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16 751 | 15,08 | 497 | 29,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30 419 | 6,59 | 903 | 19,60 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 627 | 19 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 18 228 | 43,19 | 541 | 61,01 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 287 | 9 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 524 097 | 16,07 | 15 555 | 30,21 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 15 341 | 455 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 120 601 | 69,21 | 3 579 | 89,87 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 148 270 | 84,48 | 4 401 | 106,96 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 261 685 | 0,44 | 7 767 | 12,67 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 16 136 | 55,33 | 479 | 74,45 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38 329 | 0,04 | 1 138 | 12,24 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17 011 | 111,84 | 506 | 138,68 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 258 032 | 7,91 | 7 658 | 21,06 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 196 390 | 7,18 | 5 845 | 20,54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 706 | 80 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 201 018 | 70,48 | 5 966 | 91,22 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2 667 | 0,83 | 81 | 11,11 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 50 474 | 5,87 | 1 498 | 18,79 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49 806 | 43,38 | 1 478 | 60,83 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 47 918 | 1 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 492 894 | 2,44 | 14 629 | 18,67 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 21 733 | 645 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 314 622 | 14,19 | 9 338 | 28,08 | ||||
| 2025-08-05 | 13F | Burney Co/ | 19 083 | 0,01 | 566 | 12,30 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17 886 | 531 | ||||||
| 2025-07-14 | 13F | Friday Financial | 212 813 | 4,61 | 6 316 | 16,38 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1 818 416 | 4,00 | 53 971 | 16,65 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 252 704 | 0,91 | 7 500 | 13,19 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11 512 | 50,42 | 342 | 68,81 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 20 868 | 8,41 | 619 | 21,61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 215 578 | 15,72 | 6 398 | 29,80 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 224 078 | 4,55 | 6 736 | 18,76 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 40 634 | 60,95 | 1 206 | 80,54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 534 254 | 15 857 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 480 867 | 25,95 | 14 | 40,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117 915 | 7,04 | 3 120 | 8,15 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14 093 | 418 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 92 581 | 62,77 | 2 748 | 82,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 430 714 | 6,40 | 13 | 20,00 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 149 539 | 5,63 | 4 438 | 18,50 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 141 371 | 6,13 | 4 196 | 19,04 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 520 698 | 0,51 | 15 454 | 12,75 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 171 995 | 689,40 | 5 105 | 786,11 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 350 169 | 1,18 | 10 421 | 13,80 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 216 996 | 15,16 | 6 440 | 29,16 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 467 561 | 2,37 | 13 877 | 14,84 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 170 334 | 13,27 | 5 056 | 27,04 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 64 156 | 16,62 | 1 904 | 30,86 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 20 878 | 4,62 | 620 | 17,23 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 418 607 | 7,78 | 12 424 | 20,90 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 68 275 | 43,83 | 2 026 | 61,31 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 58 429 | 0,51 | 1 728 | 11,84 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 510 350 | 2,19 | 15 | 15,38 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 415 646 | 5,20 | 12 370 | 18,32 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 286 395 | 8,37 | 8 500 | 21,57 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 64 386 | 5,65 | 1 911 | 18,49 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 403 528 | 7,72 | 41 657 | 20,83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 349 442 | 7,72 | 10 371 | 20,82 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 191 228 | 25,46 | 5 676 | 40,75 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 24 810 | 28,42 | 736 | 44,03 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 49 840 | 2,48 | 1 479 | 15,01 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 2 006 480 | 16,07 | 53 332 | 17,67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 289 | 127 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 28 307 | 3,51 | 844 | 16,60 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 321 759 | 0,38 | 9 550 | 12,59 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 464 980 | 2,89 | 13 801 | 15,41 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 32 555 | 36,56 | 966 | 53,33 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 121 | 4 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 316 458 | 31,26 | 9 392 | 47,23 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 819 222 | 24,27 | 24 314 | 39,39 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 10 500 | 312 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 171 995 | 5 105 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 248 670 | 19,12 | 7 381 | 33,62 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 134 190 | 0,58 | 3 983 | 12,80 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 115 676 | 3,02 | 33 113 | 15,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 586 925 | 2,80 | 17 420 | 15,31 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 225 659 | 21,63 | 6 698 | 36,42 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 118 726 | 217,70 | 3 524 | 256,58 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 258 540 | 3,93 | 7 673 | 16,58 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 7 057 | 0 | ||||||
| 2025-07-23 | 13F | First Financial Group Corp | 28 535 | 55,80 | 847 | 73,72 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 948 376 | 102,83 | 28 148 | 127,51 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 17 243 | 43,24 | 512 | 60,69 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 97 587 | 3,20 | 2 896 | 15,79 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 911 055 | 7,92 | 27 040 | 21,06 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 237 235 | 4,04 | 7 041 | 16,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 63 740 | 0,91 | 1 916 | 14,66 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 8 560 | 8,49 | 254 | 22,12 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 17 273 | 513 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 510 656 | 1,48 | 15 156 | 13,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 406 | 190 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 33 703 | 1 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 158 762 | 2,82 | 4 712 | 15,35 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 98 494 | 23,91 | 2 931 | 49,69 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23 299 | 10,96 | 692 | 24,50 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 164 655 | 2,91 | 4 887 | 15,43 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 16 809 | 117,76 | 499 | 144,12 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 550 355 | 49,40 | 46 015 | 67,59 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 404 737 | 28,23 | 12 013 | 43,84 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4 205 | 24,00 | 125 | 39,33 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 388 018 | 10,71 | 11 516 | 24,19 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 103 913 | 2,70 | 3 084 | 15,20 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 139 941 | 4,35 | 4 153 | 16,99 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 210 138 | 8,58 | 6 237 | 21,77 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 223 058 | 24,65 | 6 620 | 39,84 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 38 222 | 46,76 | 1 134 | 64,59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 497 | 72,30 | 282 | 93,79 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 36 590 | 23,69 | 1 086 | 38,75 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 910 315 | 6,18 | 27 018 | 19,10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 159 722 | 18,24 | 4 741 | 32,62 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 432 861 | 301,45 | 12 847 | 350,30 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 751 448 | 6,18 | 22 303 | 19,10 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 89 904 | 0,32 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 577 | 76 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 666 451 | 4,47 | 19 780 | 17,19 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 120 549 | 1,54 | 3 578 | 13,88 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 244 794 | 2,17 | 7 265 | 14,61 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2 870 | 287,84 | 85 | 347,37 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 12 840 | 381 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 528 357 | 2,09 | 15 682 | 14,51 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 7 587 | 0,04 | 225 | 12,50 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 14 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7 255 | 215 | ||||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 151 195 | 6,57 | 4 487 | 19,53 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 691 | 13,77 | 377 | 27,46 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 657 | 12,75 | 316 | 26,40 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 2 601 | 77 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 315 668 | 37,01 | 9 369 | 53,69 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 94 264 | 1,22 | 2 798 | 13,51 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 20 747 | 21,96 | 616 | 36,67 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 77 781 | 11,49 | 2 309 | 25,09 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 390 571 | 1,77 | 11 577 | 14,00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 166 872 | 2,64 | 4 953 | 15,14 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 20 596 | 54,27 | 611 | 73,09 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 261 513 | 14,42 | 7 762 | 28,34 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7 514 | 223 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 539 588 | 1,21 | 16 015 | 13,52 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 321 614 | 7,74 | 9 545 | 20,85 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 202 993 | 114,45 | 6 025 | 140,58 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19 672 | 1,52 | 1 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 1 262 505 | 0,76 | 37 471 | 13,02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14 855 | 441 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 290 | 216 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 202 913 | 1,62 | 6 022 | 13,99 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6 850 | 203 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 125 652 | 0,66 | 3 729 | 12,93 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 33 732 | 1 001 | ||||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6 900 | 205 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12 471 | 2,88 | 377 | 19,68 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 254 889 | 1,46 | 7 565 | 13,81 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 98 688 | 857,67 | 2 929 | 976,84 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 983 024 | 29 535 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 134 | 88,54 | 152 | 114,08 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16 789 759 | 1,26 | 498 320 | 13,58 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 524 434 | 283,27 | 15 565 | 329,97 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 423 818 | 0,57 | 12 727 | 18,25 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 756 742 | 30,61 | 22 460 | 46,50 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 105 738 | 3 162 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4 078 | 0,07 | 121 | 13,08 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 188 021 | 2,63 | 5 580 | 14,60 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 406 344 | 2,73 | 12 479 | 23,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209 263 | 38,20 | 6 212 | 55,03 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 44 333 | 10,88 | 1 316 | 24,41 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 478 251 | 7,40 | 14 194 | 20,46 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8 887 | 10,26 | 264 | 23,47 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 77 241 | 4,17 | 2 293 | 16,82 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 34 347 | 24,29 | 1 019 | 39,40 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 52 433 | 6,41 | 1 556 | 19,42 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 440 | 13 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 200 290 | 13,79 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 636 406 | 19 580 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 175 720 | 13,72 | 5 215 | 41,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11 632 | 0,07 | 345 | 12,38 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 55 300 | 154,50 | 2 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 43 378 | 2,80 | 1 287 | 15,32 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 932 988 | 2,96 | 27 691 | 15,49 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 1 969 332 | 0,78 | 58 450 | 13,05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299 078 | 1,24 | 9 | 14,29 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 272 985 | 8,37 | 8 102 | 21,56 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 10 638 | 25,40 | 316 | 40,63 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 91 006 | 2,48 | 2 701 | 14,99 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 620 890 | 9,96 | 18 428 | 23,35 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56 796 | 108,76 | 1 686 | 134,35 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 121 063 | 5,29 | 3 593 | 18,11 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1 835 977 | 3,10 | 54 492 | 15,65 | ||||
| 2025-08-08 | 13F | Creative Planning | 162 739 | 2,91 | 4 830 | 15,44 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 1 083 230 | 5,79 | 32 150 | 18,67 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 29 200 | 36,65 | 906 | 55,40 |
