Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional US Marketwide Value ETF inkluderar Maseco Llp, Premier Financial Group, Abacus Planning Group, Inc., EBI - Longview Advantage ETF, Atlantic Union Bankshares Corp, Bragg Financial Advisors, Inc, Fundamentun, Llc, Midwest Trust Co, Empowered Funds, LLC, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Summit Wealth Group Llc / Co, Eaton Financial Holdings Company, LLC, Mesirow Financial Investment Management, Inc., Noble Family Wealth, LLC, Compass Wealth Management, LLC/GA, Destination Wealth Management, Roundview Capital LLC, Smith, Salley & Associates, och Bokf, Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 36 595 | 6,30 | 1 547 | 9,10 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 14 014 | 2,11 | 593 | 4,78 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 5 707 | 241 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 28 387 | 2,75 | 1 200 | 5,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31 752 400 | 4,19 | 1 342 491 | 6,90 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 133 613 | 3,30 | 5 649 | 5,98 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 13 415 | 567 | ||||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 9 646 | 0,01 | 408 | 2,52 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 306 141 | 13,50 | 12 944 | 24,26 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 203 074 | 20 207,40 | 8 602 | 20 880,49 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 7 626 | 322 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 473 | 25,08 | 274 | 28,17 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 205 996 | 0,33 | 8 710 | 2,93 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 41 525 | 0,01 | 1 756 | 2,57 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2 010 213 | 9,66 | 84 992 | 12,50 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 11 324 | 79,46 | 479 | 83,85 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 624 | 0,48 | 26 | 4,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 20 588 | 85,28 | 870 | 90,37 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 6 104 | 0,48 | 258 | 3,20 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 32 166 | 0,06 | 1 360 | 2,64 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 9 971 | 0,47 | 422 | 3,19 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 234 898 | 100,74 | 9 931 | 105,95 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 9 001 | 0,47 | 381 | 2,98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11 400 | 482 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10 394 | 0,46 | 439 | 3,05 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 257 484 | 0,07 | 11 136 | 9,82 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 138 330 | 2,97 | 5 849 | 5,65 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 587 758 | 0,92 | 24 850 | 3,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 340 471 | 0,71 | 56 675 | 3,33 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 22 219 | 0,01 | 939 | 2,62 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 364 276 | 15 529 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 16 187 | 0,03 | 684 | 2,70 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 64 652 | 0,56 | 2 733 | 3,17 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 630 826 | 8,78 | 111 231 | 11,61 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 111 077 | 15,25 | 4 696 | 18,26 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 19 826 | 48,68 | 838 | 52,64 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 792 768 | 20,51 | 33 518 | 23,64 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 185 603 | 7 847 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 8 430 | 23,88 | 356 | 27,14 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 12 818 | 33,83 | 542 | 37,31 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 7 846 | 218,30 | 332 | 227,72 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 27 722 | 1 172 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 7 344 | 311 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 720 613 | 2,58 | 30 468 | 5,24 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 5 419 | 229 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6 078 | 0,48 | 257 | 2,81 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 243 | 0,33 | 306 | 3,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 503 | 0,60 | 21 | 5,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 107 972 | 0,04 | 4 565 | 2,65 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 572 | 0 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 2 078 846 | 87 852 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 5 844 | 0,46 | 247 | 3,35 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 65 425 | 1,46 | 2 766 | 4,10 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 210 412 | 5,35 | 8 896 | 8,09 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 69 277 | 3,32 | 2 929 | 6,01 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 549 843 | 3,72 | 23 247 | 6,42 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 741 948 | 10,75 | 115 930 | 13,63 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 54 401 | 0,03 | 2 300 | 2,63 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8 742 | 50,85 | 370 | 55,04 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 29 836 | 1 261 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 666 | 0,46 | 366 | 3,10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 556 | 0,40 | 150 | 3,45 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 186 | 0,51 | 50 | 4,17 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 20 578 | 38,18 | 870 | 41,92 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 4 787 | 202 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 130 267 | 0,01 | 5 508 | 2,61 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 5 804 | 0,47 | 245 | 2,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 713 493 | 35,39 | 30 164 | 38,90 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 28 572 | 1,10 | 1 208 | 3,78 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 22 635 | 957 | ||||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 10 116 | 428 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 134 576 | 0,75 | 5 690 | 3,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10 614 | 0,19 | 449 | 2,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 321 744 | 0,09 | 55 883 | 2,69 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 376 | 62,91 | 227 | 68,15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 51 611 | 0,35 | 2 245 | 10,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 374 720 | 0,67 | 58 123 | 3,29 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 833 172 | 71,63 | 35 568 | 87,91 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 186 553 | 0,66 | 7 887 | 3,27 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4 764 | 201 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 22 635 | 919 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17 065 | 722 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14 652 | 0,47 | 620 | 3,17 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 26 376 | 0,43 | 1 133 | 4,62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 306 | 125,63 | 1 154 | 131,73 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 45 889 | 4,77 | 1 940 | 8,26 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57 113 | 40,33 | 2 415 | 43,95 | ||||
| 2025-07-21 | 13F | 25 Llc | 46 620 | 0,04 | 1 971 | 2,66 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 448 | 18 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 45 331 | 3,87 | 1 917 | 6,56 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 49 726 | 27,50 | 2 102 | 31,79 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35 159 | 10,53 | 1 487 | 13,44 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20 509 | 0,35 | 867 | 2,97 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 67 602 | 0,15 | 2 858 | 2,77 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 309 390 | 13 081 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 51 314 | 0,47 | 2 170 | 3,09 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 56 948 | 0,03 | 2 408 | 2,60 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 543 210 | 1,26 | 22 967 | 3,89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 592 462 | 0,85 | 25 049 | 3,47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 256 865 | 10,23 | 10 860 | 13,09 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 40 493 | 0,01 | 1 712 | 2,64 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 24 566 | 1 718,36 | 1 039 | 1 787,27 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 520 | 117,28 | 149 | 124,24 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 255 987 | 4,41 | 10 823 | 7,13 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 13 765 | 0,11 | 582 | 8,18 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5 117 | 216 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 177 302 | 73,66 | 7 496 | 78,18 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20 478 | 4,07 | 866 | 6,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 797 | 0,07 | 372 | 2,49 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 89 837 | 6,44 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35 386 | 12,15 | 1 496 | 15,08 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 36 794 | 0,03 | 1 556 | 2,64 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 480 296 | 5,40 | 20 307 | 8,14 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10 456 | 0,15 | 442 | 2,79 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 98 134 | 2,76 | 4 149 | 5,44 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 16 970 | 2,61 | 717 | 5,29 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 35 500 | 0,35 | 1 463 | 1,04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14 135 | 5,22 | 598 | 7,96 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 338 390 | 0,07 | 14 307 | 2,67 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 48 741 | 25,54 | 2 061 | 28,83 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 473 382 | 4,90 | 20 015 | 7,63 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39 793 | 47,73 | 1 677 | 52,32 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 33 446 | 101,75 | 1 414 | 108,55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 158 515 | 32,70 | 6 702 | 36,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 216 908 | 8,17 | 9 171 | 10,98 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 203 636 | 0,08 | 8 610 | 2,67 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2 117 | 1 996,04 | 90 | 2 125,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 19 048 | 1,72 | 807 | 4,54 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 149 426 | 0,91 | 6 396 | 4,80 | ||||
| 2025-08-12 | 13F | Bokf, Na | 7 138 | 302 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 840 265 | 0,05 | 122 671 | 4,86 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 18 345 | 0,25 | 776 | 2,79 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 16 361 | 692 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 484 180 | 41,71 | 20 471 | 45,39 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 16 467 | 0,04 | 696 | 2,65 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 46 908 | 27,96 | 1 983 | 31,32 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 23 616 | 0,34 | 998 | 2,99 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 713 723 | 0,24 | 30 083 | 2,53 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 535 481 | 0,26 | 22 640 | 2,87 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29 492 | 3,24 | 1 247 | 5,86 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 364 462 | 1,21 | 15 409 | 3,83 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 7 036 | 0,09 | 297 | 3,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 266 555 | 20,72 | 11 270 | 23,85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15 205 | 1,57 | 643 | 4,22 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 21 194 | 0,26 | 896 | 2,87 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 233 367 | 11,42 | 9 865 | 14,34 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 731 241 | 2,57 | 30 917 | 5,23 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 692 196 | 2,19 | 29 266 | 4,84 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 101 158 | 0,48 | 4 277 | 3,09 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 638 | 0,49 | 69 | 2,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16 117 | 0,41 | 681 | 3,03 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5 598 | 0,50 | 237 | 3,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 702 | 311,67 | 283 | 328,79 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 173 672 | 38,07 | 7 343 | 41,66 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 53 193 | 7,56 | 2 249 | 10,41 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 583 | 109 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 193 132 | 112,80 | 8 | 166,67 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11 053 | 0,11 | 467 | 2,64 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 746 866 | 9,53 | 31 577 | 12,38 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 22 530 | 32,94 | 953 | 36,39 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11 302 | 26,92 | 478 | 30,33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28 221 | 3,29 | 1 193 | 6,04 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 87 525 | 0,01 | 3 701 | 2,61 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 5 769 | 0,47 | 248 | 5,08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 318 192 | 0,31 | 13 453 | 2,92 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 227 770 | 5,93 | 9 630 | 8,69 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 100 719 | 0,95 | 4 258 | 3,58 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 746 295 | 0,11 | 31 553 | 2,70 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 438 020 | 18 519 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 6 277 | 0,46 | 265 | 3,11 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 51 317 | 1,38 | 2 182 | 109 000,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 354 | 0 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 11 592 | 490 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 146 694 | 12,54 | 6 184 | 15,96 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 272 236 | 6,21 | 11 510 | 8,98 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 92 068 | 24,69 | 3 893 | 27,94 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 5 265 | 223 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 89 606 | 9,35 | 3 789 | 12,20 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 18 456 | 0,47 | 780 | 3,04 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11 017 | 0,31 | 466 | 2,88 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 454 608 | 1,12 | 19 221 | 3,74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 707 556 | 0,89 | 29 915 | 3,52 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 99 415 | 14,33 | 4 203 | 17,30 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10 692 | 0,16 | 452 | 2,96 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 021 | 85 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8 504 | 0,31 | 360 | 2,87 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 298 554 | 1,13 | 54 903 | 3,75 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 75 617 | 1,82 | 3 197 | 4,48 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 51 820 | 61,09 | 2 191 | 65,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19 218 | 4,66 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46 012 | 10,15 | 1 945 | 13,02 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9 388 | 397 | ||||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 161 476 | 0,79 | 6 827 | 3,41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 854 | 3,52 | 543 | 5,44 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 13 593 | 0,06 | 580 | 3,76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 49 311 | 8,03 | 2 085 | 10,85 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 17 911 | 0,16 | 757 | 2,85 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 20 375 | 0,05 | 861 | 2,62 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 354 | 142 | ||||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 106 269 | 3,89 | 4 548 | 7,90 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 5 844 | 247 | ||||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 753 224 | 4,01 | 31 846 | 6,71 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 376 082 | 0,51 | 15 901 | 3,12 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 38 012 | 30,15 | 1 607 | 33,58 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 437 | 0,42 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1 040 | 31,65 | 44 | 34,38 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 37 062 | 1,99 | 1 567 | 4,61 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 279 679 | 0,52 | 11 928 | 4,04 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 296 | 0,43 | 393 | 3,15 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 69 321 | 92,67 | 2 931 | 97,71 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 125 704 | 4,28 | 5 315 | 6,99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 156 909 | 0,19 | 6 634 | 2,80 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7 815 | 631,06 | 330 | 650,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 26 431 | 44,95 | 1 118 | 48,74 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 107 000 | 1,16 | 4 524 | 3,79 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17 041 | 87,33 | 1 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 324 237 | 1,02 | 55 989 | 3,64 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 7 692 | 0,38 | 325 | 3,17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 100 144 | 6,95 | 4 234 | 9,75 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11 108 | 76,15 | 470 | 81,08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 80 712 | 3,40 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 6 955 | 0,46 | 294 | 3,16 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 42 498 | 354 050,00 | 1 797 | 4,24 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 288 112 | 17,67 | 12 181 | 20,72 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 22 635 | 957 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 549 037 | 0,16 | 23 213 | 2,76 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 8 356 | 0,46 | 353 | 3,22 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 34 971 | 0,45 | 1 479 | 3,07 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 5 351 | 0,47 | 226 | 3,20 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 118 214 | 1,70 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 290 | 12 | ||||||
| 2025-07-16 | 13F | Kooman & Associates | 438 020 | 0,68 | 18 519 | 3,30 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 838 | 0,36 | 35 | 2,94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 471 482 | 3,50 | 19 934 | 6,19 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 23 015 | 973 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 16 487 | 0,04 | 697 | 2,65 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 7 933 | 44,34 | 335 | 48,23 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 26 314 | 0,38 | 1 129 | 12,34 | ||||
| 2025-08-14 | 13F | UBS Group AG | 328 204 | 16,32 | 13 876 | 19,34 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 723 | 0,47 | 73 | 2,86 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 317 230 | 0,35 | 13 412 | 2,96 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26 417 | 2,17 | 1 117 | 4,79 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 453 430 | 0,63 | 19 171 | 3,24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 35 195 | 84,30 | 1 488 | 89,31 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 15 371 | 0,32 | 633 | 1,12 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26 750 | 27,68 | 1 131 | 30,94 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 485 | 21 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 5 125 | 0,18 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13 607 | 3,26 | 575 | 5,89 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 3 743 | 158 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 589 956 | 25 354 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36 099 868 | 5,45 | 1 526 308 | 8,20 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 8 303 | 0,47 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19 028 | 402,99 | 805 | 418,71 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 299 255 | 0,51 | 12 653 | 3,85 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 18 087 | 0,47 | 765 | 3,10 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 4 940 | 0,47 | 209 | 2,97 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 8 878 | 6,18 | 375 | 9,01 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 7 985 | 0,48 | 338 | 3,06 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11 181 | 0,79 | 473 | 3,28 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 797 081 | 3,37 | 33 701 | 6,05 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 2 761 | 0,47 | 117 | 2,65 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 67 289 | 1,26 | 2 845 | 3,87 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 13 286 | 0,47 | 562 | 3,13 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 208 527 | 31,15 | 8 817 | 34,55 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6 925 | 293 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 256 118 | 23,81 | 10 829 | 27,03 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 504 | 25,08 | 275 | 28,50 |
