Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional U.S. Equity Market ETF inkluderar Maseco Llp, Premier Financial Group, Royal Harbor Partners, LLC, Kingstone Capital Partners Texas, LLC, Wealth Advisory Team LLC, Concord Asset Management, LLC/VA, Edge Financial Advisors LLC, Semitam Bonam Llc, 21 West Wealth Management LLC, Accurate Wealth Management, LLC, Midwest Trust Co, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Triad Wealth Partners, LLC, Wesbanco Bank Inc, Wiley Bros.-aintree Capital, Llc, London & Capital Asset Management Ltd, Harbor Asset Planning, Inc., First Bancorp, Inc /ME/, och Great Oak Capital Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Centennial Bank/AR/ | 76 182 | 39,83 | 5 106 | 54,98 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 73 455 | 61,75 | 4 923 | 79,24 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 147 | 10 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 9 706 | 116,41 | 650 | 139,85 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 6 068 | 0,26 | 407 | 11,23 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 47 356 | 0,31 | 3 174 | 5,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 74 406 | 188,42 | 4 965 | 219,91 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 45 111 138 | 5,98 | 2 880 797 | 5,98 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 9 899 | 0,27 | 663 | 11,06 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 35 284 | 2 365 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12 322 | 8,36 | 826 | 20,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 366 802 | 5,48 | 24 583 | 16,89 | ||||
| 2025-07-31 | 13F | City State Bank | 2 905 | 0,87 | 195 | 11,49 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 323 105 | 3,70 | 20 653 | 2,87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 23 637 | 7,47 | 1 584 | 19,10 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 901 | 4,32 | 1 870 | 15,58 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 163 | 0,16 | 346 | 11,25 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 104 898 | 0,71 | 6 344 | −4,46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 976 107 | 3,58 | 266 479 | 14,78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9 473 | 635 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12 411 | 0,14 | 832 | 10,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 601 524 | 8,67 | 40 314 | 20,42 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1 336 438 | 109,60 | 78 649 | 116,48 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 59 299 | 0,11 | 3 974 | 10,94 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 262 135 | 0,70 | 17 568 | 11,59 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 53 454 | 12,53 | 3 582 | 24,72 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 882 747 | 12,77 | 59 114 | 24,86 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6 637 | 14,87 | 450 | 22,01 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 1 466 921 | 5,77 | 98 313 | 17,21 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 12 868 | 0,16 | 862 | 10,94 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 145 369 | 5,93 | 9 743 | 17,39 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 10 698 | 5,68 | 717 | 17,16 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 132 559 | 5,24 | 8 884 | 16,62 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 67 117 | 103,51 | 4 498 | 125,58 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 187 677 | 0,22 | 12 578 | 11,06 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 425 092 | 0,77 | 229 550 | 11,66 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 146 748 | 0,72 | 9 835 | 11,62 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 104 638 | 28,49 | 7 013 | 42,38 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 57 644 | 2,69 | 3 863 | 13,82 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 3 168 | 212 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19 966 | 0,20 | 1 338 | 11,04 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 20 314 | 11,57 | 1 361 | 23,61 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 208 293 | 4,24 | 13 960 | 15,51 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 15 741 | 1 055 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 11 415 600 | 20,25 | 765 074 | 33,25 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 23 454 | 1 499 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 2 337 557 | 1,32 | 156 663 | 12,27 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 4 186 | 0,26 | 281 | 11,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 626 695 | 0,46 | 243 061 | 11,32 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 15 351 | 0,56 | 1 029 | 11,38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 574 599 | 0,97 | 38 510 | 11,89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 62 735 | 12,65 | 4 205 | 24,82 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 13 783 | 0,01 | 924 | 10,80 | ||||
| 2025-07-15 | 13F | Maseco Llp | 7 896 996 | 529 336 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 10 116 | 0,24 | 678 | 10,98 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9 259 | 51,81 | 621 | 68,48 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 13 981 | 937 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1 081 221 | 2,63 | 74 420 | 16,23 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 656 | 110,96 | 111 | 134,04 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 101 090 | 6 775 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4 122 | 276 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 4 604 | 3,79 | 309 | 14,93 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 3 116 | 209 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 19 614 | 448,64 | 1 315 | 508,33 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2 078 | 21,88 | 139 | 34,95 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 76 469 | 3,91 | 5 125 | 15,15 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 7 540 | 0,80 | 1 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 9 987 | 17,36 | 669 | 30,16 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 9 039 | 5,25 | 606 | 16,57 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 766 624 | 0,07 | 51 379 | 10,90 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 956 200 | 29,57 | 64 085 | 43,58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 233 918 | 1,16 | 15 677 | 12,11 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 1 776 | 0,28 | 119 | 11,21 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 3 057 | 205 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 40 882 | 0,56 | 2 740 | 11,43 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 9 505 | 0,26 | 637 | 11,17 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 809 909 | 6,51 | 54 280 | 18,03 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 8 259 | 559 | ||||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 4 346 | 0,09 | 291 | 11,07 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 201 381 | 4,21 | 13 497 | 15,48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 8 032 | 16,66 | 538 | 29,33 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 567 | 0,18 | 38 | 11,76 | ||||
| 2025-08-14 | 13F | Clg Llc | 58 352 | 1,91 | 3 911 | 12,91 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 819 | 9,92 | 390 | 21,88 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 283 931 | 0,11 | 19 029 | 10,93 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 508 591 | 6,69 | 34 086 | 18,22 | ||||
| 2025-07-21 | 13F | 25 Llc | 15 742 | 0,11 | 1 055 | 10,94 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6 500 | 436 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 3 079 | 206 | ||||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 94 864 | 14,00 | 6 358 | 26,36 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 52 196 | 1,48 | 3 498 | 12,48 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 1 029 271 | 7,17 | 68 982 | 18,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 226 641 | 5,29 | 82 | 17,14 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6 544 | 0,28 | 439 | 11,17 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 181 392 | 49,08 | 12 157 | 65,21 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 5 881 | 394 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 242 876 | 53,21 | 16 | 77,78 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 095 429 | 6,97 | 207 456 | 18,46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 043 | 3,40 | 204 | 14,69 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 41 170 | 0,96 | 2 759 | 11,88 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 282 690 | 1,35 | 18 946 | 12,31 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 730 367 | 9,98 | 182 989 | 21,87 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 19 215 | 9,45 | 1 288 | 21,30 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 165 258 | 318,13 | 11 076 | 363,39 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 23 454 | 1 572 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 99 759 | 0,39 | 6 686 | 11,25 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 170 128 | 25,44 | 11 402 | 39,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 102 | 208 | ||||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 498 287 | 7,59 | 33 395 | 19,23 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 5 010 | 0,28 | 336 | 10,93 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 306 | 0,31 | 88 | 11,54 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 411 720 | 1,72 | 94 613 | 12,72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 12 264 | 7,02 | 784 | 20,09 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 24 122 | 0,24 | 1 617 | 11,07 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 96 140 | 0,72 | 6 443 | 11,61 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13 344 | 0,27 | 894 | 11,19 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 519 119 | 1,41 | 34 791 | 12,37 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 107 | 62,12 | 6 | 50,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 148 913 | 4,64 | 9 980 | 15,97 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3 268 | 219 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 354 270 | 1,29 | 23 743 | 12,25 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33 476 | 1,13 | 2 244 | 12,09 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3 164 | 212 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 86 910 | 48,43 | 5 825 | 64,47 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 177 252 | 64,52 | 79 394 | 89,08 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 47 859 | 5,75 | 3 207 | 17,21 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 38 996 | 41,47 | 2 614 | 56,75 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 108 842 | 12,18 | 7 295 | 24,30 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 7 621 | 511 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 612 | |||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 11 496 | 12,17 | 770 | 24,39 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 146 566 | 34,78 | 9 823 | 49,35 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 924 | 3,34 | 799 | 15,13 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 109 680 | 36,01 | 7 | 75,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28 636 | 12,23 | 1 919 | 24,37 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 509 | 14,38 | 35 | 30,77 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 205 949 | 5,29 | 80 823 | 16,67 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 295 718 | 0,09 | 19 819 | 10,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 124 429 | 542,84 | 8 339 | 612,74 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5 823 | 0,28 | 390 | 11,11 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 695 585 | 16,38 | 46 618 | 28,96 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 38 243 | 3,47 | 2 563 | 14,68 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 272 920 | 2,68 | 18 257 | 13,57 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 28 239 | 8,72 | 1 893 | 20,51 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 954 | 43,03 | 64 | 57,50 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 181 909 | 7,50 | 12 192 | 19,12 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 675 427 | 0,14 | 45 483 | 25,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 800 | 255 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45 621 | 0,94 | 2 759 | −4,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6 329 | 424 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 19 139 485 | 3,84 | 1 282 728 | 15,07 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 47 258 | 5,57 | 3 167 | 16,99 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 834 | 31,10 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 12 796 | 1,20 | 858 | 12,17 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 180 | 20,43 | 280 | 33,97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 8 282 | 4,85 | 555 | 16,35 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 150 970 | 10 118 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 217 | 267,01 | 283 | 308,70 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 19 672 | 18,38 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 287 941 | 8,23 | 19 298 | 19,93 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 7 868 | 25,15 | 527 | 38,68 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10 592 | 100,00 | 710 | 121,56 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28 544 | 20,36 | 1 913 | 33,40 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3 128 | 210 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 95 200 | 6 380 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46 481 | 1,89 | 3 115 | 12,90 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 102 683 | 1 350,73 | 6 882 | 1 507,71 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 79 663 | 20,87 | 5 339 | 33,98 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 13 060 | 0,27 | 875 | 11,18 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 22 154 | 2,76 | 1 485 | 13,89 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 450 260 | 0,45 | 30 176 | 11,31 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4 919 | 14,61 | 330 | 27,03 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3 260 | 218 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 26 023 | 0,19 | 1 574 | −4,95 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 170 180 | 0,05 | 11 405 | 10,87 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 31 244 | 0,01 | 2 094 | 10,80 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 112 287 | 2 993,31 | 8 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 299 746 | 6,31 | 87 109 | 17,80 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 35 582 | 81,97 | 2 374 | 101,87 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 532 653 | 14,73 | 102 718 | 27,14 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 439 369 | 6,88 | 29 | 20,83 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 5 794 | 388 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2 326 | 156 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 112 945 | 0,27 | 7 569 | 11,10 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 862 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 189 | 1 085 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 35 895 | 876,47 | 2 406 | 983,33 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 8 695 | 186,49 | 583 | 218,03 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 57 114 | 13,48 | 3 828 | 25,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 987 532 | 25,33 | 133 194 | 38,87 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 3 741 | 2,75 | 253 | 15,00 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 1 835 | 0,27 | 123 | 10,91 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 37 908 | 2,05 | 2 541 | 13,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 090 394 | 15,37 | 73 078 | 27,85 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 813 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 145 825 | 62,51 | 9 773 | 80,08 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 12 557 | 23,52 | 842 | 36,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 634 690 | 1,72 | 111 077 | 14,28 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 34 934 | 14,45 | 2 341 | 26,81 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 70 833 | 3,34 | 4 747 | 14,52 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 13 558 | 0,17 | 909 | 11,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24 447 | 11,34 | 1 638 | 23,44 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 824 | 0,24 | 55 | 12,24 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3 794 | 0,26 | 254 | 11,40 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 46 276 | 0,13 | 3 101 | 10,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 298 825 | 52,29 | 19 686 | 65,88 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 447 495 | 2,19 | 29 991 | 13,25 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 721 271 | 5,09 | 48 130 | 15,95 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 17 312 | 1 160 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 432 006 | 1,51 | 29 100 | 20,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 60 215 | 209,37 | 4 036 | 242,82 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11 996 | 1,06 | 804 | 11,99 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 911 954 | 11,66 | 61 119 | 23,74 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 3 756 | 0,27 | 252 | 11,06 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 82 098 | 0,10 | 5 502 | 10,93 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3 348 | 0,06 | 224 | 10,89 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 301 | 355 | ||||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 159 496 | 2,66 | 10 689 | 13,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 023 380 | 3,19 | 135 588 | 14,33 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 76 445 | 57,42 | 5 123 | 74,49 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 85 782 | 21,28 | 5 749 | 34,42 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 2 178 411 | 21,38 | 145 997 | 34,51 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 412 324 | 6,52 | 27 634 | 18,04 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 317 | 0,32 | 21 | 10,53 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 34 956 | 1,68 | 2 343 | 12,76 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 259 755 | 1,92 | 17 409 | 12,94 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7 411 | 497 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 644 963 | 9,75 | 43 225 | 21,61 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 29 783 | 0,04 | 1 996 | 10,89 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 391 774 | 0,68 | 26 257 | 11,57 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 283 | 823 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15 641 | 1 048 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6 987 | 468 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27 853 | 2,75 | 1 867 | 13,85 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 80 074 | 3,12 | 5 367 | 14,27 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 499 676 | 9,49 | 33 488 | 21,33 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 154 140 | 10 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 206 149 | 1,93 | 13 903 | 13,20 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 30 420 | 14,02 | 2 039 | 26,35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39 106 | 0,18 | 2 621 | 11,02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 023 | 10,67 | 270 | 22,83 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 5 225 | 16,84 | 350 | 29,63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 547 471 | 3,98 | 36 692 | 15,22 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 12 928 | 65,34 | 866 | 83,47 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 23 132 | 0,09 | 1 550 | 10,95 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 4 335 | 0,28 | 291 | 11,11 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 26 076 | 100,54 | 1 748 | 122,26 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 248 866 | 0,20 | 16 679 | 11,03 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 120 217 | 2,17 | 8 | 14,29 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 27 510 | 0,08 | 1 844 | 10,89 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 66 176 | 0,08 | 4 435 | 10,90 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 17 652 | 0,27 | 1 183 | 11,18 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 116 327 | 4,17 | 7 796 | 15,43 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 216 015 | 4,23 | 14 477 | 15,50 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 106 986 | 6,31 | 7 170 | 17,81 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15 945 | 61,47 | 1 069 | 78,89 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 229 645 | 15 391 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3 420 | 209,78 | 229 | 246,97 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 328 | 0 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 17 634 | 1 182 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 25 414 | 3,09 | 1 703 | 14,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 300 | 40,85 | 556 | 56,18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 57 767 | 2,03 | 3 872 | 13,05 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 108 430 | 6,56 | 7 | 16,67 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 34 347 | 20,70 | 2 302 | 33,70 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 24 320 | 0,27 | 1 630 | 11,12 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3 087 | 207 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 223 | 0,45 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 59 537 | 21,23 | 3 990 | 34,34 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 037 | 0 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 44 405 | 15,13 | 3 046 | 30,62 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 24 011 | 0,16 | 1 609 | 11,04 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 311 989 | 5,54 | 20 910 | 16,95 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 4 658 | 3,33 | 312 | 14,71 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 12 604 | 9,88 | 845 | 21,79 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 236 | 1 089,71 | 217 | 1 250,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18 481 | 46,74 | 1 239 | 62,68 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 665 448 | 122,86 | 44 598 | 146,96 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 81 808 | 12,78 | 5 | 25,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 89 054 | 279,15 | 5 968 | 320,28 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 27 860 | 0,08 | 1 867 | 5,24 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 143 113 | 11,93 | 9 591 | 24,04 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 8 600 | 576 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37 333 | 2,23 | 2 502 | 13,32 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 57 815 | 32,49 | 3 875 | 46,80 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 189 782 | 47,75 | 12 719 | 63,74 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 30 857 | 63,45 | 2 068 | 81,24 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 55 342 | 0,64 | 3 709 | 11,55 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 10 308 | 1,03 | 691 | 11,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 203 668 | 7,08 | 14 | 18,18 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 195 364 | 6,52 | 13 093 | 18,04 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 6 194 | 7,46 | 415 | 19,25 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 111 342 | 2,81 | 7 462 | 13,94 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 4 831 | 11,06 | 324 | 22,81 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 87 355 | 0,39 | 5 855 | 11,25 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 6 606 | 5,59 | 443 | 16,93 | ||||
| 2025-08-07 | 13F | PFG Advisors | 174 936 | 7,21 | 11 724 | 18,81 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 26 344 | 47,22 | 1 821 | 78,70 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 4 790 | 0,25 | 321 | 11,46 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 837 611 | 8,76 | 56 137 | 20,52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 173 621 | 15,13 | 11 636 | 27,59 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 19 330 | 1,92 | 1 295 | 13,00 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 80 861 | 3,23 | 5 419 | 14,40 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 6 280 | 0,27 | 421 | 11,11 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 23 836 | 9,24 | 1 597 | 21,08 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 36 759 | 174 942,86 | 2 464 | 3,44 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13 619 | 42,18 | 913 | 57,51 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 224 999 | 2,27 | 82 099 | 13,33 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 23 454 | 1 572 | ||||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 2 390 540 | 1,02 | 160 214 | 11,94 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 83 202 | 278,55 | 1 473 | 10,84 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 7 795 | 522 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3 650 | 245 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 24 000 | 1 608 | ||||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 581 352 | 33,67 | 38 962 | 48,12 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 796 649 | 7,10 | 53 391 | 18,68 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3 794 | 0,26 | 254 | 11,40 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 3 476 | 233 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 048 | 0,27 | 740 | 11,11 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 25 085 | 0,22 | 1 681 | 11,10 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 670 487 | 6,59 | 44 936 | 18,12 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 221 | 216 | ||||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 277 065 | 2,86 | 18 569 | 13,98 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 35 500 | 0,57 | 2 379 | 11,48 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8 692 | 0,23 | 583 | 11,07 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5 412 | 28,89 | 363 | 43,08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 238 673 | 17,96 | 15 996 | 30,71 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 23 724 | 1,18 | 1 590 | 12,06 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 422 | 363 | ||||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 78 236 | 293,96 | 5 | 400,00 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 3 389 | 0,21 | 204 | −5,58 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 407 | 31,56 | 362 | 38,17 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 93 196 | 21,55 | 6 246 | 34,68 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 5 431 | 0,31 | 368 | 17,20 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 880 | 0,28 | 260 | 11,11 | ||||
| 2025-08-14 | 13F | Betterment LLC | 159 219 | 62,34 | 11 | 100,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 57 196 | 318,44 | 3 833 | 364,04 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 69 438 | 6,32 | 4 654 | 17,83 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 175 324 | 5,92 | 11 750 | 17,38 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 12 738 | 0,28 | 854 | 11,07 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 148 913 | 9 980 | ||||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 3 330 | 230 | ||||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 33 352 | 28,03 | 2 235 | 41,90 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 4 525 | 0,27 | 303 | 11,40 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 22 660 | 1,98 | 1 528 | 23,84 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 376 483 | 26 228 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 12 422 | 0,12 | 833 | 10,93 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 5 793 | 7,56 | 388 | 19,38 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 30 148 | 2 049 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 111 742 | 7 489 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 803 | 0,25 | 55 | 17,39 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1 071 | 0,28 | 72 | 10,94 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 143 574 | 1,17 | 9 622 | 12,12 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 160 626 | 6,22 | 10 765 | 17,71 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3 540 | 237 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 16 654 | 221,13 | 1 116 | 256,55 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 388 711 | 0,72 | 26 051 | 11,62 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 8 800 | 6,64 | 590 | 18,04 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 14 314 | 0,97 | 959 | 11,90 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 4 313 | 0,28 | 289 | 11,15 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 659 | 245 | ||||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 97 873 | 8,62 | 6 559 | 20,37 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 4 858 | 0,27 | 326 | 10,92 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6 793 | 455 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 285 749 | 5,06 | 19 151 | 16,41 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 3 180 | 213 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 181 452 | 0,81 | 12 161 | 11,70 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 12 269 | 0,27 | 822 | 11,08 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 565 | 0,84 | 105 | 11,83 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 470 | 9 821,69 | 1 104 | 10 930,00 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 750 294 | 17,50 | 50 285 | 30,21 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 79 223 | 0,79 | 5 310 | 11,70 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6 908 | 0,01 | 463 | 10,79 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 517 541 | 1,26 | 168 726 | 12,21 |
