Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional US Small Cap Value ETF inkluderar Sentinel Wealth Management, Inc., Elser Financial Planning, Inc, Marquette Asset Management, LLC, Summit Wealth Group Llc / Co, IFG Advisory, LLC, WealthCollab, LLC, Atlantic Union Bankshares Corp, Brady Martz Wealth Solutions, LLC, Emprise Bank, Delap Wealth Advisory, Llc, Fundamentun, Llc, Fiduciary Alliance LLC, Foster Group, Inc., Vista Capital Partners, Inc., Higgins & Schmidt Wealth Strategies LLC, Sageworth Trust Co, Friday Financial, Brookstone Capital Management, BIP Wealth, LLC, och Peirce 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 261 530 | 32,74 | 7 697 | 38,77 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 7 281 | 214 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 113 868 | 28,22 | 3 351 | 34,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25 439 | 34,30 | 759 | 42,21 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 886 | 232 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 106 485 | 4,66 | 3 134 | 9,39 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 58 077 | 2,01 | 1 788 | 11,61 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 24 956 | 734 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 59 012 | 6,31 | 1 661 | −2,75 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 28 831 | 20,18 | 849 | 25,44 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 24 326 | 2,21 | 716 | 6,88 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 92 765 | 0,59 | 2 730 | 5,16 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 172 432 | 23,93 | 5 075 | 29,57 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 45 859 | 5,55 | 1 412 | 22,46 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 404 590 | 1,84 | 11 907 | 6,48 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 305 939 | 1,36 | 9 004 | 5,97 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20 717 | 610 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 2 | 100,00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 37 144 | 275,84 | 1 | |||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 36 202 | 269,45 | 1 065 | 287,27 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 11 725 | 7,58 | 345 | 12,75 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 142 606 | 12,65 | 4 197 | 17,77 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1 375 016 | 39,12 | 40 467 | 45,44 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 15 854 | 28,52 | 467 | 34,29 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 154 911 | 4 559 | ||||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 17 553 | 51,16 | 517 | 58,28 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 27 056 | 76,40 | 796 | |||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 123 604 | 10,55 | 3 812 | 10,75 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 23 077 | 679 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 66 062 | 127,45 | 1 944 | 137,94 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 32 265 | 950 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 20 016 | 14,72 | 589 | 19,96 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 42 083 | 127,45 | 1 238 | 138,08 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 84 424 | 1,83 | 2 600 | 24,11 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 17 881 | 526 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 24 505 | 2 238,26 | 721 | 2 386,21 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 816 426 | 15,27 | 171 177 | 20,51 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 21 138 | 622 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 277 710 | 19,23 | 8 173 | 24,66 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 28 702 | 2,07 | 845 | 6,70 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 233 852 | 7 | ||||||
| 2025-08-12 | 13F | Team Hewins, LLC | 106 750 | 37,19 | 3 142 | 43,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 474 585 | 0,57 | 43 397 | 5,14 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 291 | 65 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 11 818 | 348 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 132 360 | 18,95 | 3 895 | 24,36 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 10 701 | 315 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 831 144 | 11,15 | 24 461 | 16,20 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 65 770 | 3,62 | 1 936 | 8,34 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1 412 631 | 12,38 | 41 574 | 17,49 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 324 062 | 19,59 | 10 | 28,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 837 201 | 90,19 | 24 639 | 98,84 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14 244 | 1 399,37 | 419 | 1 511,54 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 035 274 | 225,26 | 89 328 | 240,05 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 28 911 | 18,34 | 851 | 23,73 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 143 039 | 110,37 | 4 210 | 119,91 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 437 588 | 14,11 | 12 878 | 9,11 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 158 847 | 12,90 | 4 675 | 18,03 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 8 537 | 251 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 896 666 | 2,79 | 26 389 | 7,46 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 19 280 | 570 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 17 048 | 0,45 | 502 | 5,03 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 44 856 | 11,83 | 1 320 | 16,92 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 71 356 | 13,25 | 2 100 | 18,44 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 26 897 | 0,19 | 792 | 4,77 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 33 724 | 45,04 | 1 039 | 46,54 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 583 097 | 12,34 | 17 161 | 17,45 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 91 564 | 4,49 | 2 695 | 9,25 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6 462 729 | 28,99 | 190 198 | 34,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 438 | 404,11 | 101 | 431,58 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 9 799 | 0,47 | 288 | 5,11 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 481 819 | 121,78 | 14 180 | 131,89 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 46 041 | 1 355 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 239 699 | 5,18 | 36 484 | 9,97 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 16 014 | 471 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 59 293 | 72,45 | 1 745 | 80,35 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 46 442 | 81,72 | 1 367 | 89,99 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 8 610 | 253 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 403 030 | 11,98 | 41 291 | 17,07 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 790 | 92,68 | 24 | 109,09 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 630 891 | 1,98 | 18 567 | 6,62 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 21 462 | 29,66 | 632 | 35,70 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 40 213 | 21,53 | 1 183 | 27,07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 453 136 | 0,78 | 13 336 | 5,36 | ||||
| 2025-07-21 | 13F | 25 Llc | 17 464 | 37,04 | 514 | 43,30 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 104 865 | 2,02 | 3 086 | 6,67 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 8 197 | 8,03 | 241 | 13,15 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 22 615 | 19,13 | 666 | 24,53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 310 479 | 5,47 | 9 137 | 10,27 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 128 426 | 13,31 | 3 780 | 18,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 539 542 | 10,21 | 15 880 | 15,23 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 6 220 | 14,28 | 183 | 19,61 | ||||
| 2025-07-29 | 13F | Schubert & Co | 78 888 | 52,19 | 2 322 | 59,08 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 256 488 | 1 430,72 | 7 548 | 1 502,55 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 19 159 | 19,91 | 564 | 25,39 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 97 982 | 3,88 | 2 884 | 8,59 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 77 | 126,47 | 2 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 484 377 | 3,39 | 14 255 | 8,09 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 40 597 | 109,05 | 1 252 | 155,31 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 205 044 | 52,93 | 6 034 | 59,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 65 941 | 871,29 | 1 941 | 915,71 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 107 009 | 7,10 | 3 149 | 11,98 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 396 | 0,25 | 12 | 0,00 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 19 933 | 587 | ||||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 397 232 | 4,88 | 11 691 | 9,65 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 155 059 | 29,17 | 4 563 | 35,04 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 286 599 | 442,75 | 8 435 | 467,56 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 288 | 8 | ||||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 18 176 | 0,22 | 535 | 4,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 31 235 | 202,31 | 919 | 216,90 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 60 133 | 36,73 | 1 770 | 43,01 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 513 144 | 2,15 | 15 995 | 17,36 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 117 055 | 3 445 | ||||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 843 368 | 4,72 | 24 820 | 9,48 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 28 515 | 839 | ||||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 25 051 | 6,92 | 737 | 11,84 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 314 056 | 148,71 | 9 243 | 160,07 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 22 712 | 30,45 | 668 | 36,33 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 24 463 | 49,73 | 743 | 72,39 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 964 105 | 4,09 | 28 374 | 8,82 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 14 331 | 6,99 | 422 | 11,67 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 274 231 | 1,77 | 7 720 | −6,92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 338 387 | 2,52 | 9 959 | 7,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 481 142 | 8,33 | 43 590 | 13,25 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13 184 | 21,41 | 388 | 27,21 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 60 235 | 8,02 | 1 773 | 12,94 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 428 597 | 57,85 | 12 614 | 65,03 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 357 | 11 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 45 839 | 486,40 | 1 349 | 513,18 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 7 770 | 0,03 | 229 | 4,59 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 259 470 | 24,28 | 7 636 | 29,93 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 18 841 | 1 030,23 | 554 | 1 104,35 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 74 559 | 2 194 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 30 506 | 7,55 | 898 | 12,41 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 7 760 | 228 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 92 755 | 45,08 | 2 730 | 51,70 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 234 900 | 9,19 | 6 913 | 14,17 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 8 045 | 237 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 6 808 | 200 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1 327 469 | 611 636,87 | 39 067 | 651 016,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 303 678 | 6,42 | 8 937 | 11,27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 544 | 251 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 20 269 | 597 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 616 269 | 4,17 | 18 137 | 8,91 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 20 282 | 0,47 | 597 | 4,93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 52 805 | 116,73 | 1 486 | 98,40 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 46 223 | 327,99 | 1 360 | 347,37 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 46 823 | 22,75 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 21 741 | 54,33 | 640 | 61,36 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 361 565 | 21,43 | 10 641 | 26,94 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 8 483 | 0,01 | 250 | 4,62 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 27 453 | 9,41 | 808 | 14,31 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 6 945 | 204 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 158 759 | 38,36 | 92 962 | 44,65 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 826 046 | 13,72 | 24 | 20,00 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 32 690 | 8,35 | 962 | 13,31 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 89 955 | 20,95 | 2 647 | 26,47 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 7 936 | 0,27 | 234 | 4,95 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 15 448 | 1,17 | 455 | 5,83 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 9 926 | 5,19 | 300 | 12,83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 24 843 | 44,47 | 731 | 51,03 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 392 492 | 85,70 | 40 981 | 94,15 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 972 | 80,41 | 146 | 89,61 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 160 075 | 14,63 | 4 711 | 19,87 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 498 520 | 22,05 | 14 671 | 27,61 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 9 339 | 0,24 | 275 | 4,58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 744 | 102,17 | 22 | 110,00 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 150 524 | 34,72 | 4 430 | 40,83 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 85 129 | 396,47 | 2 505 | 419,71 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 20 327 | 16 032,54 | 598 | 19 833,33 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 18 368 | 96,43 | 541 | 105,32 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 325 545 | 72,02 | 9 581 | 79,84 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 832 836 | 10,65 | 24 510 | 15,68 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 42 341 | 142,67 | 1 246 | 153,77 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 77 716 | 23,72 | 2 287 | 29,36 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 311 396 | 16,26 | 9 164 | 21,55 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 40 183 | 79,71 | 1 183 | 87,92 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 94 631 | 13,19 | 2 785 | 18,32 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 658 961 | 69,15 | 48 823 | 76,84 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 452 575 | 0,86 | 13 319 | 11,33 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 210 827 | 30,95 | 94 495 | 36,90 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 106 324 | 12,77 | 3 129 | 17,90 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 328 564 | 2,26 | 9 670 | 6,91 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 71 574 | 0,71 | 2 106 | 5,30 | ||||
| 2025-07-14 | 13F | Friday Financial | 20 753 | 611 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 92 825 | 36,10 | 2 732 | 42,31 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 125 | 180 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 182 311 | 5,17 | 5 365 | 9,96 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 255 306 | 25,55 | 7 514 | 31,25 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 11 664 | 0,05 | 343 | 4,57 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 945 | 57 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 37 827 | 0,30 | 1 125 | 19,43 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 23 206 | 683 | ||||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 45 829 | 19,45 | 1 349 | 24,81 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 162 139 | 25,27 | 4 564 | 14,59 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 108 093 | 3 181 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 2 185 576 | 11,67 | 64 321 | 16,75 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 671 340 | 117,24 | 78 618 | 127,12 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 192 657 | 28,59 | 5 670 | 34,46 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 12 569 | 0 | ||||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 170 603 | 7,73 | 5 021 | 12,61 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 120 008 | 229,00 | 3 532 | 244,15 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 265 062 | 1,22 | 7 801 | 5,82 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 99 350 | 85,77 | 2 927 | 94,49 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 66 023 | 583,33 | 1 943 | 616,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 20 873 | 7,64 | 614 | 12,66 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 40 115 | 36,28 | 1 181 | 42,51 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 3 500 | 0 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 13 808 | 0,34 | 406 | 4,91 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 895 938 | 14,23 | 27 649 | 25,22 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 10 643 | 313 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 519 380 | 10,90 | 15 285 | 15,94 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 84 364 | 1,91 | 2 483 | 6,52 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 919 | 0,44 | 27 | 8,00 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 19 182 | 565 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 393 868 | 26,79 | 11 592 | 32,56 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 29 424 | 14,05 | 894 | 22,97 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 3 094 | 3,17 | 91 | 8,33 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 446 | 13 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 48 836 | 1 437 | ||||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 495 864 | 3,62 | 14 593 | 8,34 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 90 901 | 34,83 | 2 675 | 41,01 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 328 564 | 2,26 | 9 670 | 6,91 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 9 | 0 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 68 356 | 2 012 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 24 996 | 132,52 | 736 | 143,38 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 19 627 | 23,12 | 552 | 12,65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 120 848 | 43,08 | 3 561 | 49,94 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 19 524 | 0,30 | 575 | 4,94 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 45 709 | 10,87 | 1 345 | 15,95 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 532 | 0,38 | 16 | 7,14 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 512 589 | 19,39 | 15 086 | 24,82 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 15 557 | 458 | ||||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 152 343 | 2,31 | 4 483 | 6,97 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 104 840 | 3 085 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 15 | 0 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 814 869 | 9,13 | 23 982 | 14,09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 90 279 | 0,31 | 2 657 | 4,86 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 907 651 | 1,45 | 27 892 | 21,55 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 1 283 027 | 4,92 | 34 064 | −9,50 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 39 697 | 97,97 | 1 168 | 107,09 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 67 925 | 372,36 | 1 999 | 394,80 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 62 709 | 24,15 | 1 846 | 29,84 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 863 | 55 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 429 256 | 26,26 | 12 633 | 32,00 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 136 333 | 1,88 | 4 012 | 6,53 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 205 | 6 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 8 469 | 0,01 | 249 | 4,62 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 340 643 | 15,76 | 10 025 | 21,03 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 13 839 | 16,57 | 407 | 21,86 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 13 286 | 0,47 | 391 | 5,11 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 167 291 | 105,31 | 4 923 | 114,70 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 359 940 | 19,36 | 10 593 | 24,80 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 41 282 | 170,10 | 1 215 | 182,33 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 9 105 | 22,54 | 268 | 27,75 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 27 340 | 43,54 | 805 | 50,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25 382 | 49,06 | 747 | 55,74 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 808 | 9,99 | 465 | 15,10 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 8 511 | 250 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 9 932 | 292 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 10 612 | 312 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 930 | 0,46 | 116 | 4,55 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 117 453 | 555,06 | 3 | |||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 132 210 | 13,21 | 3 891 | 18,34 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23 306 | 30,31 | 686 | 36,18 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 48 573 | 36,46 | 1 430 | 42,61 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 7 175 | 211 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 34 168 | 13,02 | 1 006 | 8,06 | ||||
| 2025-07-31 | 13F | Heirloom Wealth Management | 37 776 | 7,33 | 1 112 | 12,22 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 910 662 | 1,87 | 26 801 | 6,50 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 164 830 | 7,58 | 4 851 | 12,45 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7 728 | 0,45 | 227 | 5,09 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 8 987 | 0,58 | 264 | 5,18 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 1 852 406 | 3,87 | 54 516 | 8,59 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 895 | 26 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 31 188 | 918 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 14 831 | 436 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 37 584 | 110 441,18 | 1 106 | −1,16 | ||||
| 2025-08-14 | 13F | Betterment LLC | 399 485 | 23,98 | 12 | 22,22 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 287 665 | 4,71 | 8 466 | 9,47 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 12 449 | 366 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 239 932 | 13,79 | 7 061 | 18,97 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 79 167 | 8,20 | 2 330 | 13,11 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 415 075 | 1,99 | 12 216 | 6,63 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 174 276 | 0,22 | 5 129 | 4,76 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 170 828 | 7,34 | 5 027 | 12,21 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 230 429 | 6 915 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 36 534 | 2,47 | 1 075 | 7,18 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 287 350 | 129,35 | 8 457 | 139,82 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 43 894 | 10,89 | 1 292 | 15,89 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 96 789 | 15,84 | 2 848 | 21,09 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11 772 597 | 25,52 | 346 468 | 31,23 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 332 285 | 60,05 | 9 779 | 67,33 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 380 726 | 4,66 | 11 205 | 16,02 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 729 857 | 6,51 | 22 750 | 29,89 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 77 352 | 4,65 | 2 276 | 9,42 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 23 779 | 96,91 | 700 | 106,19 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 18 114 | 14,81 | 533 | 26,90 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 50 615 | 28,04 | 1 490 | 33,90 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 111 753 | 8,50 | 3 289 | 13,42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 36 195 | 5 785,37 | 1 065 | 6 164,71 | ||||
| 2025-07-09 | 13F | Emprise Bank | 64 648 | 1 903 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20 605 | 0,01 | 606 | 4,66 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 335 123 | 7,81 | 39 293 | 12,71 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8 464 | 1 239,24 | 249 | 1 364,71 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 378 850 | 62 313,51 | 11 150 | 65 482,35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 423 964 | 9,22 | 12 477 | 14,19 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 456 519 | 4,45 | 13 435 | 9,20 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 533 065 | 20,08 | 15 688 | 25,54 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 136 797 | 0,82 | 4 026 | 5,39 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 28 142 | 44,13 | 828 | 50,82 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 14 549 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 128 188 | 1,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 16 585 | 495 | ||||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 134 225 | 36,72 | 3 950 | 42,96 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 9 872 | 0,15 | 291 | 4,69 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 90 039 | 9,64 | 2 650 | 14,63 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 63 935 | 10,43 | 1 882 | 15,47 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 23 254 | 10,23 | 684 | 15,35 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 26 757 | 5,31 | 787 | 10,07 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 832 987 | 5,74 | 24 515 | 10,55 | ||||
| 2025-08-14 | 13F | Css Llc/il | 42 960 | 38,58 | 1 264 | 44,95 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 93 775 | 3 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14 962 | 440 |
