Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional US Large Cap Value ETF inkluderar Coldstream Capital Management Inc, Premier Financial Group, Sentinel Pension Advisors Inc, Summit Wealth Group, LLC, Lido Advisors, LLC, Renaissance Technologies Llc, Cannon Financial Strategists, Inc., Financial Harvest, LLC, Austin Wealth Management, LLC, Fortitude Family Office, LLC, Fundamentun, Llc, Citadel Advisors Llc, Parkwoods Wealth Partners, LLC, Fidelis Capital Partners, LLC, Wealth Management Nebraska, ABLE Financial Group, LLC, Tableaux Llc, Sigma Planning Corp, Elser Financial Planning, Inc, och Aqr Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Sandy Spring Bank | 145 271 | 6,74 | 4 441 | 8,64 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 100 792 | 6,34 | 3 127 | 7,90 | ||||
| 2025-07-31 | 13F | City State Bank | 48 540 | 10,11 | 1 506 | 11,73 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 738 | 54 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 45 134 | 7,59 | 1 400 | 9,20 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 217 854 | 0,90 | 6 758 | 2,38 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 68 959 | 22,74 | 2 139 | 24,58 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2 820 890 | 2,84 | 87 504 | 4,36 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 256 140 | 5,89 | 7 945 | 7,45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 629 872 | 4,90 | 174 639 | 6,45 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7 144 | 39,07 | 222 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 67 492 | 1,35 | 2 094 | 3,05 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 49 500 | 1 535 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 263 953 | 25,73 | 8 188 | 27,58 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 31 344 | 25,43 | 972 | 27,39 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 29 434 | 15,56 | 936 | 26,49 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 969 393 | 14,61 | 30 071 | 16,29 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 585 040 | 19,09 | 18 148 | 20,83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18 826 | 3,44 | 584 | 4,86 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 17 548 | 6,51 | 544 | 8,15 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 839 232 | 1,59 | 26 033 | 3,08 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 38 204 | 1 185 | ||||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 169 182 | 11,50 | 5 248 | 13,15 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 77 809 | 133,36 | 2 379 | 137,56 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 123 896 | 7,61 | 3 843 | 9,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 377 603 | 6,49 | 42 733 | 8,06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 956 955 | 21,09 | 60 705 | 22,87 | ||||
| 2025-07-16 | 13F | Jentner Corp | 835 891 | 14,39 | 25 929 | 16,07 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 432 023 | 9,13 | 13 401 | 10,74 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 26 880 | 21,08 | 834 | 22,86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 157 093 | 2,00 | 4 873 | 3,50 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 36 530 | 1 133 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 243 224 | 2,90 | 7 545 | 4,40 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 10 159 | 262 | ||||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 846 779 | 5,12 | 26 699 | 9,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 181 941 | 18,92 | 5 644 | 20,65 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 19 969 | 619 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 48 369 | 17,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Clg Llc | 88 832 | 2,11 | 2 756 | 3,61 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 48 802 | 26,75 | 1 514 | 28,55 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 100 936 | 261,89 | 3 131 | 267,49 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 115 715 | 2,56 | 3 589 | 4,06 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1 106 184 | 5,52 | 34 314 | 7,07 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 56 831 | 21,36 | 1 763 | 23,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7 283 | 226 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9 847 | 305 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 27 213 | 2,64 | 844 | 4,20 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 29 854 | 1,25 | 926 | 2,77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 977 | 8,21 | 61 | 12,96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32 709 | 24,38 | 1 015 | 26,28 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 742 | 54 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 14 251 | 443 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 55 006 | 120,07 | 1 706 | 123,30 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 256 989 | 16,13 | 7 972 | 17,84 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 561 403 | 7,37 | 17 415 | 8,95 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 894 | 0,13 | 121 | 1,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 219 399 | 4,57 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 10 880 | 37,29 | 337 | 39,26 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 36 744 | 2,12 | 1 140 | 3,64 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 63 554 | 7,12 | 1 971 | 8,71 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 47 542 | 0,47 | 1 475 | 1,94 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 187 965 | 65,38 | 5 831 | 67,82 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 96 523 | 9,85 | 2 994 | 11,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 242 | 214,45 | 101 | 222,58 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6 971 | 216 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 604 958 | 30,12 | 18 766 | 32,04 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 23 149 | 0,81 | 718 | 2,43 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 980 236 | 36,22 | 30 760 | 48,11 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 159 445 | 4 946 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 673 910 | 18,08 | 20 905 | 19,81 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 806 797 | 2,41 | 25 027 | 3,92 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 396 169 | 0,40 | 12 662 | 9,81 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 83 825 | 10,62 | 2 600 | 12,26 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3 686 352 | 8,07 | 114 351 | 9,66 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11 410 | 44,63 | 354 | 46,47 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 33 149 | 19,18 | 1 028 | 20,94 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 56 975 | 98,80 | 1 767 | 101,71 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6 175 | 0,16 | 192 | 1,60 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2 901 838 | 2,96 | 90 015 | 4,48 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 175 123 | 1,42 | 5 432 | 2,92 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 947 175 | 0,46 | 29 381 | 1,94 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 773 795 | 2,73 | 55 023 | 4,24 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 102 309 | 27,41 | 3 174 | 29,30 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 12 660 | 0,47 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 54 333 | 170,83 | 1 711 | 179,12 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 163 099 | 1 450,96 | 5 059 | 1 476,01 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 000 | 71,88 | 341 | 74,87 | |||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 121 105 | 32,84 | 3 757 | 34,82 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 31 481 | 0,95 | 977 | 2,41 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 105 | 471,03 | 158 | 485,19 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 206 564 | 26,54 | 6 408 | 28,40 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 90 903 | 14,24 | 2 820 | 15,91 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 25 190 | 24,24 | 781 | 26,17 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1 830 037 | 56 768 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 232 725 | 60,74 | 7 219 | 63,14 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 80 638 | 15,60 | 2 501 | 17,31 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7 870 | 244 | ||||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 387 042 | 10,48 | 12 006 | 12,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 17 400 | 540 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 93 006 | 22,99 | 2 885 | 24,84 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 60 665 | 5,37 | 1 882 | 6,94 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 403 310 | 16,82 | 12 511 | 18,53 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 155 473 | 187,58 | 4 823 | 191,89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 849 607 | 39,19 | 26 355 | 41,24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39 034 | 97,49 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 167 915 | 11,72 | 36 229 | 13,36 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 109 168 | 8,03 | 3 386 | 9,61 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 986 879 | 12,01 | 30 613 | 13,66 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 308 361 | 17,51 | 9 565 | 19,23 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 207 073 | 10,74 | 6 423 | 12,37 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 248 324 | 75,56 | 7 703 | 78,16 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 981 440 | 105,06 | 30 444 | 108,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14 508 | 24,74 | 450 | 26,40 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 512 211 | 17,26 | 15 889 | 18,98 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 52 746 | 3,33 | 1 636 | 4,87 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 78 921 | 6,91 | 2 448 | 8,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 184 001 | 23,52 | 5 708 | 25,35 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 16 428 | 1,68 | 510 | 3,25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 280 243 | 4,61 | 8 693 | 11,86 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 091 263 | 12,61 | 34 593 | 16,77 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 107 322 | 17,39 | 3 329 | 19,15 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 277 873 | 9,41 | 8 620 | 11,01 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 163 | 0,48 | 98 | 2,08 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 10 636 | 329 | ||||||
| 2025-07-15 | 13F | Cordant, Inc. | 160 938 | 5,43 | 4 992 | 6,99 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 61 946 | 21,55 | 1 922 | 23,38 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 11 766 | 34,76 | 365 | 36,84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 507 | 243,12 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7 789 534 | 20,34 | 241 631 | 22,11 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 378 | 12 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 314 950 | 6,33 | 40 790 | 7,90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 95 156 | 102,34 | 2 952 | 105,36 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 219 547 | 4,17 | 6 909 | 17,58 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 1 068 530 | 8,90 | 33 146 | 10,51 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 610 | 17,99 | 19 | 20,00 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10 391 | 322 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 35 694 | 1 | ||||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 948 486 | 52,51 | 28 995 | 55,26 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 620 224 | 0,71 | 81 279 | 2,20 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 75 242 | 3,32 | 2 334 | 4,85 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 16 816 | 522 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 7 536 | 234 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53 437 | 38,03 | 1 658 | 40,07 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 749 894 | 21,04 | 23 262 | 22,83 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 58 609 | 40,28 | 1 818 | 42,36 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 228 760 | 12,66 | 7 096 | 14,32 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 51 131 | 20,80 | 1 586 | 22,66 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 44 000 | 1 365 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 116 794 | 15,63 | 3 665 | 18,96 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 66 652 | 12,82 | 2 068 | 14,45 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 852 008 | 4,88 | 26 429 | 6,43 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 14 335 | 0,42 | 445 | 1,83 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 20 765 | 47,02 | 644 | 49,42 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 26 090 | 248,61 | 809 | 254,82 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 913 371 | 5,31 | 59 353 | 6,86 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 1 774 258 | 4,33 | 51 595 | 1,03 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 6 | 0 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4 848 | 150 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 7 844 | 243 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 58 | 0 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 32 954 | 157,37 | 1 022 | 161,38 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7 225 | 0,47 | 224 | 2,28 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 121 100 | 4 | ||||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 203 671 | 6,31 | 6 318 | 7,87 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 916 | 339 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 87 015 | 12,06 | 2 699 | 13,74 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 20 549 | 2,81 | 637 | 4,26 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 25 556 | 124,39 | 793 | 127,59 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 8 151 | 253 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41 368 | 4,76 | 1 283 | 6,30 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25 273 | 72,83 | 784 | 75,17 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 14 721 | 118,25 | 457 | 121,36 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 436 327 | 0,82 | 13 535 | 2,30 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 113 077 | 3,15 | 3 508 | 4,66 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 100 250 | 0,85 | 3 110 | 2,34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 598 | 74,47 | 236 | 76,69 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 12 305 | 1,00 | 382 | 2,42 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 045 | 250 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 351 753 | 3,10 | 10 911 | 4,62 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 849 | 26 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 20 219 | 48 040,48 | 627 | 16,11 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 818 553 | 1,70 | 56 412 | 3,19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 275 | 28,02 | 660 | 29,72 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13 169 045 | 39,25 | 408 504 | 41,30 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 6 650 | 0,29 | 206 | 1,98 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 121 657 | 167,20 | 3 774 | 171,24 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 409 | 2,29 | 75 | 4,23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 171 724 | 58,82 | 5 327 | 61,15 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 309 250 | 16,10 | 9 593 | 17,81 | ||||
| 2025-08-14 | 13F | Betterment LLC | 603 824 | 20,45 | 19 | 20,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 11 678 | 351,76 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 69 887 | 2 168 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 1 125 404 | 35 551 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 145 873 | 3,40 | 4 525 | 4,92 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 191 161 | 4,04 | 5 930 | 5,57 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 14 335 | 0,42 | 445 | 1,83 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 356 569 | 5,43 | 11 061 | 6,97 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 78 866 | 11,52 | 2 446 | 13,19 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 14 376 | 0,47 | 446 | 1,83 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 287 887 | 11,59 | 8 930 | 15,27 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 652 553 | 6,26 | 20 242 | 7,83 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 755 117 | 0,51 | 23 424 | 1,99 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 24 209 | 758 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 97 288 | 3 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 11 994 | 52,83 | 372 | 55,65 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 10 528 | 4,27 | 327 | 5,84 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 22 512 | 698 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 13 365 | 4,67 | 419 | |||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 314 162 | 24,16 | 9 745 | 25,99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31 351 | 15,67 | 1 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 88 653 | 1,45 | 2 750 | 2,96 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 043 | 12,27 | 32 | 14,29 |
