Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF inkluderar Maseco Llp, Concord Asset Management, LLC/VA, Abacus Planning Group, Inc., Sentinel Wealth Management, Inc., Northern Trust Corp, Abacus Wealth Partners, LLC, Mariner, LLC, Summit Wealth Group Llc / Co, Parkwoods Wealth Partners, LLC, Fonville Wealth Management LLC, Legacy Capital Wealth Partners, LLC, rebel Financial LLC, Exchange Traded Concepts, Llc, J.w. Cole Advisors, Inc., Kelly Financial Group Llc, Advyzon Investment Management, LLC, Midwest Trust Co, XTX Topco Ltd, Diversify Advisory Services, LLC, och Retirement Wealth 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.
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| 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 | 157 584 | 9,32 | 7 566 | 10,45 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 379 075 | 8,59 | 18 199 | 9,72 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 55 603 | 127,04 | 2 670 | 129,49 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 66 385 | 11,23 | 3 187 | 12,38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 46 308 | 4,96 | 2 223 | 6,06 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18 793 | 174,11 | 902 | 177,54 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 62 960 | 0,05 | 3 016 | 0,84 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 14 880 | 1,40 | 707 | 2,91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 938 383 | 31,22 | 93 062 | 32,57 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 633 | 200,07 | 414 | 204,41 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 179 | 21,57 | 248 | 22,77 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 44 471 | 5,69 | 2 135 | 6,80 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 307 781 | 13,37 | 14 777 | 14,54 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 5 029 | 2,42 | 241 | 3,43 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 856 | 41 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 36 411 | 2 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 109 915 | 15,55 | 5 277 | 16,75 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 30 909 | 10,92 | 1 484 | 12,01 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 79 588 | 97,78 | 3 821 | 99,84 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 212 183 | 1,93 | 10 187 | 2,87 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58 177 | 12,53 | 2 793 | 13,72 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 99 067 | 6,66 | 4 756 | 7,77 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16 380 | 3,98 | 785 | 4,95 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 36 087 | 16,84 | 1 733 | 18,06 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 973 | 1 361,48 | 95 | 1 466,67 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1 156 115 | 0,68 | 55 505 | 1,72 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 541 | 6,05 | 122 | 7,08 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 49 004 | 15,99 | 2 353 | 17,19 | ||||
| 2025-06-03 | 13F | Invst, LLC | 38 872 | 64,76 | 1 847 | 67,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 58 109 | 63,96 | 2 790 | 65,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 314 963 | 22,79 | 15 121 | 24,06 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 651 308 | 15,42 | 31 269 | 16,61 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 3 750 | 476,92 | 180 | 500,00 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 49 318 | 6,45 | 2 368 | 7,54 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 162 174 | 6,02 | 7 786 | 7,11 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 69 337 | 34,43 | 3 329 | 35,78 | ||||
| 2025-07-15 | 13F | Maseco Llp | 564 786 | 27 118 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 701 192 | 54,56 | 34 | 57,14 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 153 217 | 5,81 | 7 356 | 6,89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15 712 | 18,06 | 754 | 19,30 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 4 961 | 0,61 | 238 | 1,71 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 77 383 | 3 715 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 56 252 | 27,86 | 2 701 | 29,19 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35 342 | 4,52 | 1 697 | 5,60 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 462 723 | 3,38 | 22 174 | 5,98 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 959 885 | 4,52 | 46 084 | 5,60 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 9 095 | 20,29 | 437 | 21,45 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 13 922 | 3,04 | 668 | 4,05 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 16 297 | 36,41 | 782 | 37,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 019 698 | 5,34 | 49 | 6,67 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 4 719 | 10,28 | 227 | 11,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 427 062 | 0,03 | 20 503 | 1,06 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 21 134 | 0,49 | 1 014 | 1,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 673 | 1,39 | 80 | 3,90 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 068 288 | 5,15 | 147 309 | 6,24 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 076 | 40,49 | 868 | 41,90 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 418 | 20 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 861 | 1 007,29 | 233 | 1 065,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1 192 294 | 9,80 | 57 242 | 10,93 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 137 281 | 2,31 | 6 591 | 3,36 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 91 243 | 19,62 | 4 381 | 20,86 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 75 908 | 8,33 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 210 743 | 27,91 | 10 118 | 29,22 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 115 006 | 43,55 | 5 521 | 45,02 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9 741 | 468 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 687 | 29,47 | 81 | 31,15 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 487 | 21,03 | 552 | 22,17 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4 855 | 13,54 | 233 | 14,78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 155 266 | 364,12 | 7 454 | 369,10 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 263 924 | 2,91 | 12 671 | 3,97 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 156 277 | 5,15 | 7 486 | 5,69 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 216 923 | 10,11 | 10 415 | 11,25 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20 525 | 985 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3 396 458 | 26,06 | 162 758 | 27,36 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 32 946 | 1,37 | 1 582 | 2,40 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 218 777 | 1,10 | 10 679 | 3,85 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21 048 | 29,55 | 1 011 | 30,83 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 579 464 | 74,06 | 27 820 | 75,86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 279 350 | 0,33 | 61 422 | 1,37 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 96 894 | 95,28 | 4 652 | 97,24 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 264 | 0,66 | 205 | 1,49 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 568 872 | 1,96 | 27 | 3,85 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 107 297 | 32,77 | 5 151 | 33,83 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 74 162 | 92,73 | 3 561 | 94,75 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35 769 | 6,24 | 1 717 | 7,38 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41 160 | 53,88 | 1 976 | 55,47 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 100 006 | 12,98 | 4 801 | 14,15 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 189 672 | 11,34 | 9 099 | 12,39 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 0 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 155 482 | 7,04 | 7 465 | 8,14 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 88 974 | 120,11 | 4 272 | 122,45 | ||||
| 2025-08-05 | 13F | Burney Co/ | 149 506 | 34,52 | 7 178 | 35,90 | ||||
| 2025-07-14 | 13F | Friday Financial | 146 213 | 8,18 | 7 020 | 9,18 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99 085 | 21,61 | 4 757 | 22,89 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 479 978 | 21,97 | 23 044 | 23,22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 683 265 | 1,46 | 176 834 | 2,50 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 55 133 | 7,13 | 2 647 | 8,22 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5 323 | 256 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 81 477 | 16,87 | 3 872 | 18,45 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 137 161 | 4,15 | 6 585 | 5,23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 268 192 | 9,45 | 12 876 | 10,58 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 35 168 | 1 688 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67 230 | 13,55 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 17 668 | 9,16 | 848 | 10,27 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 19 875 | 75,71 | 954 | 77,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 342 569 | 191,38 | 16 447 | 194,41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102 700 | 11,91 | 4 931 | 13,05 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 164 361 | 1,84 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 039 | 48,61 | 146 | 49,48 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 264 427 | 5,67 | 12 685 | 6,67 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 729 | 35 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 2 853 | 1,10 | 137 | 1,49 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 369 278 | 0,08 | 17 729 | 1,12 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 105 407 | 31,04 | 5 061 | 32,39 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 46 331 | 2 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 891 335 | 28,85 | 42 793 | 30,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 065 | 1,67 | 99 | 3,13 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 374 223 | 6,41 | 17 966 | 7,50 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 78 049 | 2,42 | 3 747 | 3,48 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 217 398 | 63,25 | 10 437 | 64,93 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 285 564 | 82,97 | 13 710 | 84,86 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 131 198 | 258,84 | 6 299 | 262,58 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 5 815 | 279 | ||||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 47 091 | 12,62 | 2 261 | 13,74 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 280 649 | 4,69 | 13 474 | 5,77 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 356 806 | 2,90 | 65 140 | 3,96 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 396 | 63,74 | 163 | 66,33 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 32 471 | 33,32 | 1 559 | 34,66 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 573 500 | 110,09 | 27 534 | 112,25 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 354 695 | 7,05 | 17 016 | 7,92 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 344 | 17 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3 896 787 | 11,86 | 187 083 | 13,01 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 83 916 | 1,49 | 4 029 | 2,55 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 33 931 | 23,55 | 1 629 | 24,83 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 155 234 | 45,79 | 7 453 | 47,30 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 164 909 | 3,88 | 7 917 | 4,96 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 10 760 | 84,88 | 517 | 86,96 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 378 | 211 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 293 785 | 6,35 | 14 105 | 7,44 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 143 670 | 1,79 | 6 898 | 2,85 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 35 904 | 285,24 | 1 724 | 289,82 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7 029 | 337 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 127 165 | 20,26 | 6 105 | 21,52 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 118 755 | 5 701 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 465 | 262 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 105 237 | 4,12 | 5 052 | 5,18 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4 383 | 210 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 173 709 | 4,20 | 8 328 | 5,11 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11 551 | 2,85 | 555 | 3,94 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 23 193 | 10,00 | 1 113 | 11,19 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 21 393 | 46,82 | 1 027 | 48,41 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 15 526 | 745 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 92 577 | 23,02 | 4 445 | 24,31 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 185 796 | 0,35 | 9 | 0,00 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 68 576 | 67,42 | 3 292 | 69,17 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 81 610 | 1,93 | 3 918 | 3,00 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 13 813 | 26,35 | 663 | 27,50 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 372 779 | 3,23 | 17 897 | 4,29 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 39 952 | 539,85 | 1 918 | 547,97 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 7 897 | 0,88 | 379 | 2,16 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 7 261 | 0,01 | 349 | 0,87 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7 935 | 381 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 411 727 | 5,19 | 19 767 | 6,27 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 26 115 | 1 254 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 413 466 | 5,00 | 19 801 | 5,79 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188 990 | 11,88 | 9 073 | 13,03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 375 453 | 18,11 | 18 026 | 19,32 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 360 829 | 3,53 | 17 323 | 4,59 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 13 132 | 38,61 | 630 | 40,00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 56 733 | 7,86 | 2 724 | 8,96 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 9 002 | 432 | ||||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 179 989 | 3,94 | 8 641 | 5,02 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 929 564 | 4,21 | 44 628 | 5,29 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 276 | 2,21 | 253 | 3,27 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 13 278 | 3,23 | 637 | 5,81 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 245 823 | 20,32 | 11 802 | 21,56 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 153 | 7 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 30 006 | 413,27 | 1 | |||||
| 2025-07-18 | 13F | Fmb Wealth Management | 103 006 | 5,08 | 4 945 | 6,16 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 14 582 | 1,60 | 702 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 52 429 | 1,31 | 2 517 | 2,36 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 7 933 | 68,68 | 381 | 71,95 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 956 818 | 3,17 | 45 937 | 4,23 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 63 855 | 5,18 | 3 066 | 6,24 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 127 592 | 0,15 | 6 126 | 1,17 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 248 180 | 3,76 | 11 915 | 4,83 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 132 101 | 9,64 | 6 342 | 10,74 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 930 | 45 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 259 549 | 0,80 | 12 461 | 1,83 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 760 536 | 192 929,44 | 36 513 | 40,07 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 6 562 | 46,93 | 315 | 48,58 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 134 630 | 5,54 | 6 464 | 6,63 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 1 242 440 | 4,47 | 59 650 | 5,55 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 50 068 | 10,41 | 2 404 | 11,56 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 744 424 | 35 636 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 660 989 | 20,68 | 175 764 | 21,92 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 7 329 | 0,18 | 352 | 1,45 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 236 529 | 6,41 | 11 356 | 7,51 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 605 612 | 29 075 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5 212 | 250 | ||||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 8 154 | 37,02 | 0 | |||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 19 301 | 36,15 | 927 | 37,59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11 159 | 3,19 | 536 | 4,29 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 160 230 | 402,84 | 7 693 | 408,06 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 31 516 | 69,26 | 1 513 | 71,15 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5 118 | 246 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 271 412 | 6,05 | 13 | 8,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 5 847 | 281 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 56 440 | 7,21 | 2 710 | 8,32 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 210 743 | 10 118 | ||||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 44 625 | 10,35 | 2 142 | 11,50 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 148 489 | 40,74 | 7 129 | 42,19 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 8 253 | 36,39 | 396 | 37,98 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 933 135 | 13,03 | 44 800 | 14,19 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 25 911 | 2,96 | 1 244 | 4,02 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 213 359 | 40,57 | 10 243 | 43,96 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4 833 | 1,26 | 229 | 2,69 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 123 815 | 1,56 | 5 971 | 3,06 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 151 836 | 37,62 | 7 290 | 39,05 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 481 515 | 11,92 | 23 118 | 13,07 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 34 558 | 93,80 | 1 659 | 95,87 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 47 883 | 51,92 | 2 299 | 53,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90 786 | 12,59 | 4 | 33,33 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2 325 952 | 2,68 | 111 669 | 3,74 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 561 | 0,90 | 27 | 0,00 |
