Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional International Small Cap Value ETF inkluderar Premier Financial Group, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Fortitude Family Office, LLC, Midwest Trust Co, Friday Financial, CogentBlue Wealth Advisors, LLC, Nautilus Advisors LLC, Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares, Accurate Wealth Management, LLC, Sei Investments Co, Hrt Financial Lp, Goldman Sachs Group Inc, Concurrent Investment Advisors, LLC, EP Wealth Advisors, Inc., Brighton Jones Llc, Triad Wealth Partners, LLC, Vantage Point Financial LLC, New Dimensions Wealth Management, LLC, och Rockwood Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Brighton Jones Llc | 7 625 | 251 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59 447 | 1,02 | 1 956 | 14,19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66 788 | 37,87 | 2 198 | 55,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 444 894 | 6,40 | 14 641 | 20,25 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 209 700 | 6 901 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28 004 | 71,10 | 919 | 90,06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10 218 | 336 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 1 | ||||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 343 779 | 14,43 | 11 314 | 36,99 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 082 444 | 3,89 | 35 623 | 17,41 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 81 282 | 21,20 | 2 675 | 36,99 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 117 140 | 4,43 | 3 855 | 18,03 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5 873 | 193 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14 252 | 88,24 | 469 | 113,18 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 16 942 | 8,59 | 558 | 22,69 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 77 327 | 8,87 | 2 545 | 34,82 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 298 114 | 2,90 | 9 811 | 16,29 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 470 355 | 11,69 | 15 479 | 26,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71 743 | 13,80 | 2 361 | 28,66 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 73 920 | 5,67 | 2 433 | 19,45 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 26 177 | 0,09 | 861 | 13,14 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 25 500 | 0,33 | 839 | 13,38 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 6 289 | 207 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 90 755 | 5,15 | 2 987 | 18,82 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27 805 | 12,46 | 915 | 27,26 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 351 | 6 706,48 | 242 | 7 933,33 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 91 086 | 12,74 | 2 998 | 27,42 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 70 600 | 2 323 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 88 897 | 28,72 | 2 926 | 45,45 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 11 113 | 38,02 | 366 | 55,98 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 836 684 | 28,70 | 27 836 | 64,16 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 453 189 | 31,01 | 14 914 | 48,06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 033 796 | 8,56 | 34 022 | 22,69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 313 | 10 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 33 915 | 1 116 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 12 727 | 4,55 | 419 | 18,08 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 116 208 | 5,88 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 561 158 | 83,81 | 18 468 | 107,73 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 10 245 | 0 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 448 041 | 14 745 | ||||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 158 484 | 1,92 | 5 216 | 15,17 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 202 674 | 3,93 | 6 670 | 17,47 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 470 827 | 0,52 | 15 495 | 13,60 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 112 421 | 38,21 | 3 700 | 56,21 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 18 446 | 3,65 | 607 | 11,17 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 51 602 | 92,89 | 1 698 | 117,97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 57 744 | 16,51 | 1 900 | 31,67 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 753 444 | 7,27 | 24 795 | 21,23 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 12 501 | 411 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 613 713 | 1,21 | 20 197 | 14,39 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15 439 | 6,83 | 508 | 20,95 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 690 | 56 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 17 946 | 36,70 | 591 | 54,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164 990 | 7,00 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 395 629 | 14 070,09 | 13 020 | 15 974,07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 74 554 | 1,65 | 2 454 | 14,89 | ||||
| 2025-07-29 | 13F | Schubert & Co | 60 104 | 6,38 | 1 978 | 20,24 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6 448 | 212 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 059 | 236,15 | 101 | 284,62 | ||||
| 2025-07-21 | 13F | 25 Llc | 14 759 | 0,08 | 486 | 13,05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 497 163 | 27,47 | 16 362 | 44,06 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26 537 | 325,68 | 873 | 382,32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 121 455 | 25,56 | 3 997 | 41,94 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5 844 562 | 455 083,96 | 192 345 | 519 748,65 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 59 143 | 4,89 | 1 946 | 18,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66 527 | 6,67 | 2 189 | 20,54 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 9 687 | 14,52 | 282 | 25,89 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 218 808 | 9,72 | 7 201 | 23,99 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21 489 | 2,11 | 707 | 15,52 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 175 535 | 1,97 | 6 005 | 14,23 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 640 588 | 13,91 | 21 082 | 28,74 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 27 832 | 63,59 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 179 530 | 6,26 | 5 908 | 20,11 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 34 278 | 0,87 | 1 128 | 14,05 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17 213 | 5,45 | 566 | 19,16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 60 504 | 1,72 | 1 997 | 15,24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 196 747 | 0,54 | 6 475 | 13,62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 68 644 | 94,49 | 2 259 | 119,96 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 559 075 | 894,78 | 18 399 | 1 024,63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48 825 | 1 607 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6 654 | 219 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18 413 | 93,17 | 606 | 115,30 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 4 | 0 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 99 425 | 21,69 | 3 272 | 37,54 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 118 780 | 41,07 | 3 909 | 59,49 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 140 262 | 6,80 | 4 616 | 20,69 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 51 364 | 8,53 | 1 690 | 22,64 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2 917 | 96 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 74 943 | 4,52 | 2 466 | 18,16 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 22 056 | 3,15 | 726 | 16,56 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 36 538 | 0,10 | 1 202 | 13,18 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 21 940 | 1,05 | 722 | 14,24 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 199 945 | 21,85 | 6 580 | 37,71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 93 976 | 336,06 | 3 093 | 393,14 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 52 367 | 29,98 | 1 723 | 46,89 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21 551 | 15,69 | 628 | 26,92 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 999 351 | 61,57 | 32 889 | 82,60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 230 798 | 4,97 | 8 | 16,67 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 130 975 | 86,54 | 4 310 | 110,86 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 14 367 | 2,31 | 473 | 15,69 | ||||
| 2025-08-08 | 13F | Creative Planning | 601 117 | 1,30 | 19 783 | 14,49 | ||||
| 2025-07-14 | 13F | Friday Financial | 22 014 | 724 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 84 439 | 51,51 | 2 779 | 71,27 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 232 039 | 0,40 | 7 636 | 13,46 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 18 818 | 63,10 | 619 | 84,78 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8 610 | 7,18 | 283 | 21,46 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 19 749 | 1,81 | 650 | 23,15 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 27 130 | 46,96 | 893 | 66,11 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 202 657 | 26,00 | 6 669 | 42,41 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 30 164 | 0,88 | 993 | 14,02 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 2 198 | 20,44 | 72 | 35,85 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 38 591 | 19,10 | 1 270 | 34,68 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 106 817 | 9,39 | 3 515 | 23,64 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 212 291 | 24,39 | 7 | 50,00 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 215 494 | 9,01 | 7 092 | 23,19 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 766 388 | 106,68 | 25 222 | 133,57 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 20 881 | 34,72 | 687 | 52,11 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 520 459 | 8,09 | 82 948 | 22,16 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9 600 | 316 | ||||||
| 2025-07-15 | 13F | Vestment Financial LLC | 107 034 | 2,24 | 3 530 | 15,51 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 133 562 | 0,36 | 4 396 | 13,42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 27 210 | 1,48 | 895 | 11,46 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 41 261 | 1 893,29 | 1 358 | 2 161,67 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 101 879 | 20,43 | 3 353 | 36,09 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19 821 | 652 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 75 470 | 12,48 | 2 484 | 27,14 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 70 030 | 160,03 | 2 305 | 193,88 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 128 268 | 9,44 | 4 221 | 23,71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 24 131 | 26,05 | 794 | 42,55 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 57 254 | 59,42 | 1 884 | 80,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 625 156 | 6,12 | 20 755 | 20,99 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 504 587 | 2,14 | 16 606 | 15,42 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 32 134 | 2,64 | 1 058 | 16,03 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 167 389 | 5,08 | 5 509 | 18,76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 031 995 | 23,35 | 66 873 | 39,41 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 92 149 | 20,35 | 3 | 50,00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 214 677 | 128,12 | 7 065 | 157,85 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 000 | 329 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 130 029 | 6,48 | 4 279 | 20,37 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 14 508 | 477 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 776 987 | 25,05 | 25 571 | 41,33 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 342 279 | 2,81 | 11 264 | 16,18 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 95 919 | 19,14 | 3 157 | 34,64 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 18 340 | 2,06 | 604 | 15,30 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 68 974 | 3,10 | 2 270 | 16,48 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 27 643 | 30,42 | 910 | 47,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 858 | 117,31 | 61 | 154,17 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 67 280 | 4,95 | 2 214 | 18,65 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 10 429 | 1,34 | 343 | 14,72 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 60 400 | 139,68 | 1 988 | 171,08 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 473 731 | 1,07 | 13 795 | 10,77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 52 946 | 3,63 | 1 742 | 17,15 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 331 520 | 0,27 | 10 910 | 13,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44 496 | 21,18 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7 598 | 250 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 79 551 | 9,75 | 2 618 | 24,08 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6 287 | 207 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 37 738 | 1,47 | 1 242 | 14,70 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 321 | 43 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10 541 | 9,44 | 347 | 23,57 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 141 608 | 2,82 | 4 657 | 16,13 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21 474 | 58,20 | 707 | 78,73 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 83 522 | 2,17 | 2 749 | 26,52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 337 | 209 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 21 215 | 17,76 | 698 | 33,21 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 145 578 | 1,85 | 4 791 | 15,09 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 987 935 | 4,25 | 32 513 | 17,82 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11 658 | 20,43 | 384 | 36,30 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 192 | 1,62 | 39 | 14,71 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 136 966 | 4,35 | 4 508 | 17,92 | ||||
| 2025-08-14 | 13F | Betterment LLC | 315 470 | 6,64 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 12 415 | 1,76 | 409 | 14,93 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 553 | 216 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 15 216 | 0,02 | 501 | 12,87 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 54 456 | 1 792 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 40 381 | 50 376,25 | 1 329 | 14,58 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 517 | 17 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 231 317 | 5,84 | 7 613 | 19,61 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 84 313 | 9,88 | 2 775 | 24,17 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 858 564 | 12,96 | 28 255 | 27,67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 121 984 | 0,00 | 4 014 | 13,01 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 124 646 | 1,97 | 4 102 | 11,23 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 124 406 | 9,64 | 4 094 | 23,91 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 9 983 | 37,58 | 329 | 55,45 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 12 080 | 398 | ||||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 288 470 | 1,27 | 9 869 | 20,93 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 845 687 | 28 956 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 12 084 | 404 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14 632 | 1,77 | 489 | 17,87 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 273 930 | 3,18 | 9 015 | 16,61 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 183 768 | 7,09 | 6 048 | 21,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 279 | 39,84 | 470 | 57,91 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 444 756 | 0,51 | 14 637 | 13,58 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 136 150 | 2,77 | 4 481 | 16,15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 863 | 1 625,00 | 61 | 1 933,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9 997 | 39,94 | 329 | 58,17 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 91 246 | 16,99 | 3 003 | 44,88 | ||||
| 2025-07-09 | 13F | Emprise Bank | 106 693 | 206,77 | 3 511 | 246,94 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 581 | 52 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 222 934 | 10 376,22 | 7 337 | 34 833,33 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 366 291 | 6,27 | 12 055 | 20,10 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 71 665 | 1,60 | 2 358 | 14,86 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 371 377 | 1,84 | 12 222 | 15,10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10 861 | 41,90 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5 611 | 1,83 | 185 | 15,00 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56 240 | 0,11 | 1 851 | 13,15 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 19 585 | 7,16 | 645 | 21,05 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7 528 | 248 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 364 | 45 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 382 | 28,41 | 342 | 45,11 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6 868 | 226 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 190 532 | 6,66 | 6 273 | 20,55 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 43 296 | 1,24 | 1 425 | 14,38 |
