Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional International Value ETF inkluderar Maseco Llp, Premier Financial Group, Washington Trust Bank, Mason Street Advisors, Llc, NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio, TruWealth Advisors, LLC, SIRAX - Sierra Tactical All Asset Fund Class A, Caliber Wealth Management, LLC / KS, Landaas & Co /wi /adv, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Kingsview Wealth Management, LLC, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, InTrack Investment Management Inc, Merit Financial Group, LLC, NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Bank of New Hampshire, Triangle Securities Wealth Management, och Fundamentun, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Awm Capital, Llc | 85 807 | 0,16 | 3 675 | 8,99 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 6 307 | 270 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 38 817 | 88,43 | 2 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 311 918 | 20,83 | 13 359 | 31,49 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 45 400 | 1 944 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 95 519 | 7,49 | 4 091 | 16,99 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 38 995 | 20,29 | 1 670 | 30,98 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 31 169 | 19,20 | 1 335 | 29,64 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 12 343 | 6,44 | 529 | 15,79 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 514 | 122,54 | 493 | 175,42 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 5 045 | 216 | ||||||
| 2025-08-12 | 13F | Private Management Group Inc | 4 744 | 203 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 105 355 | 24,34 | 4 512 | 35,33 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6 210 | 266 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 19 756 | 0,41 | 846 | 9,30 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 741 524 | 6,81 | 31 759 | 16,23 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 6 148 | 242 | ||||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 97 232 | 973,44 | 4 164 | 1 069,66 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 390 936 | 0,08 | 17 | 6,67 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 367 859 | 1,19 | 15 755 | 10,11 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 260 | 11 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 70 454 | 14,16 | 3 018 | 24,21 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 285 492 | 28,66 | 12 330 | 57,15 | ||||
| 2025-07-17 | 13F | City Holding Co | 49 | 2 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 766 692 | 4,11 | 118 497 | 13,28 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 27 055 | 1,65 | 1 207 | 12,17 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 11 594 | 497 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 175 857 | 20,31 | 7 532 | 30,91 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 17 917 | 767 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 615 | 26 | ||||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 10 779 | 4,69 | 462 | 13,83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 371 018 | 0,92 | 144 381 | 9,82 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 7 105 | 13,32 | 304 | 23,58 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 139 062 | 0,14 | 6 017 | 21,43 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 185 115 | 25,46 | 7 928 | 36,52 | ||||
| 2025-08-14 | 13F | Clg Llc | 58 395 | 1,63 | 2 501 | 10,61 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 150 | 6 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 32 110 | 1 375 | ||||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 19 399 | 1,15 | 831 | 10,08 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 28 205 | 3,22 | 1 208 | 12,37 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 72 093 | 0,02 | 2 838 | 10,95 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 081 | 46 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 018 | 0,79 | 258 | 9,36 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 857 647 | 0,14 | 36 733 | 8,97 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 381 | 1,87 | 16 | 14,29 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 39 043 | 1 672 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 6 245 | 1,76 | 267 | 10,79 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 50 565 | 72,28 | 2 166 | 87,45 | ||||
| 2025-07-29 | 13F | Schubert & Co | 73 556 | 3,74 | 3 150 | 12,90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 303 722 | 33,62 | 55 838 | 45,40 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 9 320 | 1,75 | 399 | 10,83 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24 627 560 | 1 676,59 | 1 054 798 | 1 833,21 | ||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 414 700 | 17 762 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 76 164 | 1,11 | 3 262 | 10,02 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 485 479 | 7,53 | 149 283 | 17,00 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 12 000 | 1,51 | 514 | 10,32 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 27 611 | 33,53 | 1 087 | 48,16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 524 098 | 129,55 | 22 447 | 149,80 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 19 850 | 94,88 | 850 | 112,50 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 8 819 | 9,43 | 378 | 18,93 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 27 704 | 0,76 | 1 187 | 9,61 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1 000 | 43 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 417 | 49,57 | 318 | 62,56 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 15 894 | 681 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 56 569 | 524,38 | 2 423 | 580,34 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 192 244 | 350,41 | 8 234 | 390,35 | ||||
| 2025-08-14 | 13F | Comerica Bank | 28 519 | 0,96 | 1 221 | 9,90 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 145 403 | 1,09 | 6 228 | 10,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16 649 | 87,74 | 713 | 103,13 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 6 014 | 258 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 215 638 | 1,53 | 9 236 | 10,48 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 180 594 | 22,88 | 7 735 | 33,71 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 28 244 | 5,12 | 1 210 | 14,38 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 834 | 8,49 | 164 | 17,99 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 19 450 | 833 | ||||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 64 988 | 0,05 | 2 783 | 8,88 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 149 088 | 36,50 | 6 385 | 48,56 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 4 731 | 203 | ||||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 852 653 | 1,62 | 36 519 | 10,59 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 512 | 236 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22 022 | 6,91 | 943 | 16,42 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 751 | 60,79 | 75 | 76,19 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 27 877 | 1,30 | 1 194 | 10,16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 89 666 | 22,18 | 4 | 50,00 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 66 500 | 2 848 | ||||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 348 200 | 14 913 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 23 334 | 219,29 | 999 | 248,08 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 25 479 | 0,27 | 1 003 | 11,21 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 7 176 183 | 3,77 | 307 356 | 12,92 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 306 037 | 11,48 | 13 | 30,00 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 60 782 | 1,23 | 2 603 | 10,16 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 354 668 | 9,57 | 15 190 | 19,23 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 301 334 | 1,61 | 13 | 9,09 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 741 | 111,12 | 160 | 131,88 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 218 028 | 2,41 | 9 338 | 11,45 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 425 181 | 0,01 | 18 211 | 8,83 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 53 440 | 67,78 | 2 300 | 82,03 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 342 363 | 14 663 | ||||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 397 609 | 3,44 | 17 030 | 12,56 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 426 159 | 119,26 | 18 252 | 138,59 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 92 670 | 1,65 | 3 969 | 10,62 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 45 026 | 1 928 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 472 500 | 3,23 | 20 237 | 12,33 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 439 880 | 0,75 | 18 840 | 9,64 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 15 076 | 37,81 | 646 | 50,23 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 168 791 | 4,86 | 7 229 | 14,11 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 12 751 | 27,88 | 546 | 39,29 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2 835 | 121 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 1 160 172 | 4,67 | 49 644 | 13,79 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 1 936 | 1,79 | 83 | 10,81 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 162 480 | 13,77 | 6 959 | 23,80 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 6 910 | 296 | ||||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 91 884 | 3 885 | ||||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 19 042 | 816 | ||||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 12 145 | 67,49 | 520 | 82,46 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 185 977 | 6,19 | 7 965 | 15,55 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 165 649 | 4,91 | 7 095 | 14,14 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 133 683 | 3,54 | 5 726 | 12,65 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 28 303 | 19,21 | 1 212 | 29,76 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 109 832 | 0,41 | 4 704 | 8,89 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 179 164 | 12,33 | 7 674 | 22,24 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 330 962 | 15,61 | 14 175 | 25,81 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 368 | 16 | ||||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 403 820 | 10,96 | 17 296 | 20,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 065 036 | 3,48 | 89 354 | 13,76 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 7 919 | 14,67 | 339 | 25,09 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 12 756 | 4,73 | 546 | 13,99 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 11 943 | 1,70 | 512 | 10,61 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 37 990 | 22,68 | 1 627 | 33,58 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 34 336 | 306,30 | 1 471 | 342,77 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 22 015 | 1,75 | 943 | 10,69 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 8 586 702 | 1,14 | 367 768 | 10,05 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 9 542 | 0,85 | 409 | 9,68 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 44 173 | 0,25 | 1 892 | 9,05 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 137 187 | 9,59 | 5 876 | 19,24 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 168 | 89,61 | 50 | 108,33 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 16 437 | 346,66 | 704 | 388,19 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 334 | 0 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 12 918 | 19,77 | 553 | 30,42 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 14 518 | 0,32 | 622 | 9,14 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 455 919 | 11,30 | 19 527 | 21,12 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 249 588 | 9,57 | 10 690 | 19,22 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 61 760 | 1,81 | 2 645 | 10,81 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 834 447 | 7,44 | 335 549 | 16,91 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10 294 | 441 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 38 515 | 28,55 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 892 | 338 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 240 | 267 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 3 065 | 45,47 | 131 | 59,76 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 722 051 | 1,87 | 30 925 | 10,85 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 10 150 | 435 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 6 850 | 0,50 | 293 | 9,33 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 426 593 | 11,05 | 18 271 | 20,84 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 6 114 | 6,53 | 262 | 16,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 450 209 | 7,80 | 19 282 | 17,30 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 11 566 | 4,74 | 495 | 13,27 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 14 767 | 16,79 | 632 | 27,16 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 41 013 | 8,71 | 1 757 | 18,33 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 60 267 | 75,94 | 2 581 | 91,47 | ||||
| 2025-08-14 | 13F | Betterment LLC | 108 376 | 4,19 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 110 292 | 2,73 | 4 724 | 24,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 21 929 | 0,09 | 939 | 8,93 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 22 904 | 29,34 | 981 | 40,60 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 324 603 | 6,31 | 13 903 | 15,68 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 5 739 | 73,02 | 0 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 337 767 | 2,36 | 14 467 | 11,38 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 2 346 | 100 | ||||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 13 221 | 20,95 | 566 | 31,63 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19 966 | 0,81 | 855 | 9,76 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 12 500 | 535 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 10 768 | 461 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 72 011 | 3 084 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 100 645 | 3,20 | 4 311 | 12,30 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 678 763 | 156,21 | 29 071 | 178,81 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 3 209 592 | 10,10 | 137 467 | 19,81 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 16 487 | 4,97 | 706 | 14,24 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 13 982 | 599 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 854 083 | 2,64 | 37 161 | 16,75 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 93 526 | 5,56 | 4 006 | 14,86 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 66 359 | 0,95 | 2 842 | 9,86 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 50 929 | 291,94 | 2 181 | 326,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 127 480 | 5,68 | 5 460 | 15,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19 920 696 | 4,30 | 853 204 | 13,49 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 7 399 | 317 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 246 620 | 14,59 | 11 | 25,00 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 467 | 1,74 | 20 | 11,11 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 11 288 | 483 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 302 493 | 6,64 | 12 956 | 16,04 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6 368 | 0,27 | 273 | 9,24 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 827 294 | 1,95 | 35 433 | 10,94 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 27 933 | 6,82 | 1 196 | 16,23 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 290 760 | 51,75 | 12 455 | 65,10 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 8 079 | 2,73 | 346 | 11,97 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 105 007 | 1,07 | 4 497 | 9,98 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 10 914 | 9,73 | 430 | 21,88 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 98 486 | 3,76 | 4 218 | 12,93 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 83 755 | 16,17 | 3 587 | 26,44 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 58 750 | 64,25 | 2 565 | 82,43 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 203 429 | 8 713 | ||||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 152 783 | 1,48 | 6 544 | 10,43 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 692 601 | 11,82 | 115 324 | 21,68 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 230 400 | 9 868 | ||||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 1 097 757 | 0,13 | 47 017 | 8,96 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 331 | 0,43 | 228 | 9,62 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 584 351 | 4,74 | 67 858 | 14,06 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 129 796 | 5,51 | 904 989 | 14,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 683 | 67,40 | 29 | 81,25 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 56 793 | 11,03 | 2 440 | 21,21 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 60 908 | 0,33 | 2 609 | 9,17 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 96 828 | 0,05 | 4 147 | 8,87 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 34 014 | 20,42 | 1 457 | 31,05 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 202 | 1,51 | 9 | 14,29 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 11 136 | 0,03 | 477 | 8,68 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 17 690 | 11,79 | 758 | 21,70 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 44 308 | 1,38 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 216 856 | 8,26 | 9 288 | 17,80 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 213 438 | 0,12 | 9 142 | 20,86 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 321 412 | 1,88 | 13 766 | 10,86 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 914 131 | 7,98 | 167 642 | 17,50 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 243 466 | 0,90 | 10 428 | 9,79 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5 951 | 2,64 | 255 | 11,40 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26 236 | 16,44 | 1 124 | 26,75 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 122 654 | 1,53 | 5 253 | 10,50 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 18 672 | 0,28 | 800 | 9,15 | ||||
| 2025-08-01 | 13F | Motco | 1 437 | 62 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 54 980 | 32,58 | 2 355 | 44,24 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 23 786 | 10,37 | 1 019 | 20,05 | ||||
| 2025-06-03 | 13F | Invst, LLC | 453 247 | 17 840 | ||||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 25 310 | 2,93 | 1 084 | 12,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 876 479 | 2,75 | 80 370 | 11,81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 49 986 | 13,32 | 2 141 | 23,27 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 32 206 | 10,47 | 1 379 | 20,23 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13 818 | 592 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 71 554 | 15,09 | 3 065 | 25,21 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 643 508 | 1,28 | 27 561 | 12,96 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 4 660 | 133,47 | 200 | 155,13 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 85 441 | 0,10 | 3 659 | 5,51 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 722 | 31 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 9 431 | 404 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 495 634 | 5,11 | 64 058 | 14,37 | ||||
| 2025-07-31 | 13F | City State Bank | 54 688 | 17,22 | 2 342 | 27,56 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 416 369 | 27,31 | 17 820 | 38,87 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 204 660 | 3,09 | 8 766 | 12,17 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 522 218 | 7,37 | 65 196 | 16,84 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 388 | 17 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 185 442 | 13,46 | 7 942 | 23,46 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 70 773 | 2,01 | 3 031 | 11,03 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 131 151 | 142,04 | 5 617 | 163,46 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 376 361 | 0,41 | 16 120 | 9,26 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 063 359 | 45 512 | ||||||
| 2025-07-21 | 13F | 25 Llc | 28 126 | 0,84 | 1 205 | 9,75 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9 087 | 8,32 | 389 | 17,88 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 119 404 | 5 114 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8 995 | 18,90 | 385 | 29,63 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 222 | 10 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 18 257 | 4,33 | 782 | 13,52 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 283 811 | 70,45 | 12 | 100,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 651 838 | 29,57 | 27 918 | 40,99 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8 665 | 55,43 | 371 | 88,32 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 424 837 | 0,17 | 18 196 | 9,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 541 606 | 33,28 | 23 197 | 45,03 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 106 000 | 106 | ||||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 13 200 | 0,38 | 565 | 9,28 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 4 997 | 214 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 20 575 | 0,07 | 895 | 16,38 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 100 086 | 6,71 | 4 287 | 16,12 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 647 336 | 0,90 | 27 725 | 9,80 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 34 066 | 1 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 30 087 | 1,53 | 1 289 | 10,46 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 70 189 | 3 006 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 21 708 | 22,64 | 1 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26 508 | 0,61 | 1 135 | 9,56 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 63 204 | 21,78 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2 998 | 1,77 | 128 | 11,30 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 016 | 8,14 | 129 | 18,35 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 3 233 | 28,50 | 138 | 39,39 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 13 997 | 10,88 | 599 | 20,77 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 92 913 | 75,22 | 3 979 | 90,66 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 271 319 | 0,40 | 11 621 | 9,25 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 8 567 | 1,04 | 367 | 9,91 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 118 048 | 13,99 | 5 056 | 24,04 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 4 992 | 214 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 141 437 | 3,55 | 6 058 | 12,67 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 34 870 | 148,66 | 1 493 | 170,96 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 18 434 | 1 194,52 | 790 | 1 308,93 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 542 | 23 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 53 100 | 2 274 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 63 499 | 142,73 | 2 720 | 164,24 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20 599 | 45,21 | 811 | 61,03 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 96 365 | 8,38 | 4 127 | 17,95 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10 112 | 69,78 | 433 | 85,04 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 184 612 | 12,92 | 7 907 | 22,86 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 82 876 | 31,97 | 3 550 | 43,63 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 272 272 | 193,06 | 12 | 266,67 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 9 217 | 0,80 | 395 | 9,75 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 27 109 | 47,73 | 1 161 | 60,80 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 611 | 1,77 | 69 | 11,29 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 26 720 | 6,20 | 1 144 | 15,56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 540 256 | 27,78 | 23 139 | 39,05 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 27 932 | 43,32 | 1 196 | 75,88 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 229 | 26,39 | 181 | 38,17 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 71 529 | 5,44 | 3 064 | 14,72 | ||||
| 2025-04-28 | 13F | Rossby Financial, LCC | 0 | 0 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 41 251 | 0,24 | 1 767 | 9,08 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 178 157 | 2,39 | 7 630 | 11,42 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 17 388 | 745 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 561 564 | 18,44 | 152 542 | 28,88 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 208 944 | 9,06 | 8 949 | 18,67 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 41 944 | 2,83 | 1 796 | 11,90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 198 325 | 57,95 | 8 494 | 71,91 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 17 053 | 73,82 | 768 | 93,94 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 17 510 | 1,48 | 750 | 10,31 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 487 420 | 4,26 | 20 876 | 13,46 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 55 527 | 2 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 25 898 | 101,26 | 1 109 | 119,17 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4 103 | 2,75 | 176 | 11,46 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7 204 | 309 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 512 976 | 8,30 | 21 996 | 27,72 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 8 146 | 3,63 | 349 | 12,62 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 10 766 | 13,08 | 461 | 23,26 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 62 850 | 1,60 | 2 692 | 10,56 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 55 314 | 2 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 13 720 | 44,70 | 588 | 57,37 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 4 878 | 209 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 601 649 | 1,15 | 68 599 | 10,06 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 218 | 352 | ||||||
| 2025-08-12 | 13F | Martin Worley Group | 81 944 | 12,08 | 3 510 | 21,97 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 260 585 | 0,41 | 11 161 | 9,26 | ||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 6 041 002 | 13,93 | 258 736 | 23,98 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12 987 | 6,14 | 556 | 15,59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 29 764 | 60,56 | 1 275 | 74,76 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 44 | 2,33 | 2 | 0,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 22 448 | 10,31 | 961 | 20,13 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 130 408 | 45,95 | 5 585 | 58,85 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 276 345 | 1,94 | 11 836 | 10,93 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 997 424 | 46,11 | 42 681 | 57,57 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 5 631 | 241 | ||||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 341 349 | 3,83 | 14 620 | 12,99 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 4 966 | 213 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 12 635 | 541 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 133 204 | 6,04 | 5 705 | 15,39 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 24 853 | 45,69 | 1 064 | 58,57 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 12 327 | 15,94 | 528 | 26,08 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 304 154 | 4,02 | 55 857 | 13,19 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 7 | 0 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 18 | 1 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 44 851 | 515,41 | 1 921 | 571,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 319 | 56 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 92 699 | 4,99 | 3 970 | 14,24 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 670 688 | 144,56 | 71 556 | 166,12 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 9 022 | 20,05 | 386 | 30,85 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 9 903 | 5,24 | 424 | 14,59 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 19 547 | 37,25 | 837 | 49,46 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 39 737 | 0,86 | 1 702 | 9,74 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 6 909 | 118,50 | 296 | 137,90 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 38 608 | 3,37 | 1 654 | 11,54 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 24 823 | 1,38 | 1 063 | 10,38 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 16 983 | 188 600,00 | 727 | 22,60 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 374 | 16 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 378 536 | 4,12 | 16 213 | 13,30 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 45 787 | 14,26 | 1 961 | 24,35 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 14 239 | 36,91 | 610 | 49,14 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 236 075 | 4,73 | 10 111 | 13,05 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 38 617 | 3,86 | 1 654 | 12,99 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 10 624 | 11,89 | 455 | 21,98 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 11 314 | 19,40 | 485 | 30,11 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 56 170 | 14,97 | 2 406 | 25,13 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 85 411 | 43,25 | 3 658 | 55,92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 270 159 | 2,20 | 11 571 | 11,22 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 770 167 | 34 688 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 16 841 | 721 | ||||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 159 845 | 6 846 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22 715 | 138,18 | 973 | 159,20 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 228 | 224 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16 989 | 12,59 | 728 | 22,60 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 23 488 | 6,96 | 1 006 | 16,32 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 157 600 | 6 750 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 17 069 | 27,43 | 731 | 38,71 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 40 031 | 1,24 | 1 715 | 10,15 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 20 073 | 25,60 | 860 | 36,57 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 58 369 | 13,63 | 2 500 | 23,65 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 487 005 | 2,90 | 20 858 | 11,97 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 104 199 | 4,03 | 4 463 | 25,58 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 7 941 | 340 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 703 313 | 30 123 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 280 | 1,74 | 140 | 11,11 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 153 746 | 5,79 | 6 585 | 15,10 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 36 235 | 108,64 | 1 552 | 127,09 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 9 400 | 403 |
