Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Dimensional ETF Trust - Dimensional US High Profitability ETF inkluderar Fulton Bank, N.a., Premier Financial Group, Abacus Planning Group, Inc., Asset Planning Corporation, HFM Investment Advisors, LLC, Summit Wealth Group Llc / Co, Vested Financial Planning, LLC, Waterloo Capital, L.P., M Holdings Securities, Inc., Fundamentun, Llc, Cascade Wealth Advisors, Inc, Altman Advisors, Inc., Sei Investments Co, BIP Wealth, LLC, Noble Family Wealth, LLC, Poinciana Advisors Group, Llc, XY Planning Network, Inc., Zhang Financial LLC, Atomi Financial Group, Inc., 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 36 539 311 | 4,30 | 1 299 338 | 11,92 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 14 618 | 56,04 | 520 | 67,42 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 317 417 | 4,42 | 11 287 | 12,04 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 106 992 | 11,00 | 3 805 | 19,10 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 98 710 | 8,76 | 3 510 | 16,73 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 084 | 252 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 5 700 | 203 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 39 438 | 112,86 | 1 402 | 128,34 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22 771 | 7,47 | 810 | 15,24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 67 858 | 26,09 | 2 395 | 35,56 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 260 477 | 1,15 | 9 263 | 8,53 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 363 744 | 1,19 | 12 935 | 8,58 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 20 943 | 745 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 89 798 | 17,29 | 3 193 | 25,86 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 401 288 | 2,22 | 14 270 | 9,68 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 11 420 | 406 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 42 338 | 157,22 | 1 505 | 176,15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 167 984 | 9,31 | 5 974 | 17,30 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 460 | 159 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 85 433 | 0,58 | 3 123 | 17,46 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 29 | 1 | ||||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 41 229 | 2,71 | 1 466 | 8,11 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 238 649 | 5,14 | 8 486 | 12,82 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 180 266 | 2,92 | 6 410 | 10,44 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 321 303 | 2,63 | 11 426 | 10,12 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 487 190 | 7,79 | 17 324 | 15,66 | ||||
| 2025-06-03 | 13F | Invst, LLC | 184 809 | 6 125 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 35 982 | 3,07 | 1 280 | 10,64 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 765 808 | 7,06 | 27 845 | 19,59 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 16 574 | 589 | ||||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 19 094 | 13,91 | 679 | 22,16 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 200 381 | 0,05 | 7 126 | 7,35 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 56 100 | 1 995 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 70 202 | 1,68 | 2 496 | 9,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 18 616 | 49,51 | 662 | 60,44 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 42 684 | 10,26 | 1 518 | 18,33 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 27 314 | 32,93 | 971 | 42,79 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 899 444 | 0,85 | 103 104 | 8,21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 466 885 | 18,33 | 16 602 | 26,98 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 278 | 5,22 | 259 | 12,66 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 157 248 | 90,87 | 5 592 | 104,80 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 13 830 | 0,69 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 741 | 0 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 45 768 | 27,27 | 1 627 | 36,61 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 972 731 | 10,39 | 70 | 18,64 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 179 222 | 8,21 | 6 373 | 16,13 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8 941 | 318 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 718 959 | 7,46 | 25 566 | 15,30 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 297 442 | 10 577 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 216 712 | 2,26 | 7 706 | 9,73 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1 038 957 | 3,35 | 37 984 | 14,78 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 74 739 | 12,38 | 2 658 | 20,55 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 22 118 | 9,67 | 787 | 17,66 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 47 749 | 0,26 | 1 698 | 7,54 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 261 697 | 3,34 | 9 306 | 10,88 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 963 345 | 4,76 | 34 709 | 12,23 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 22 581 | 3 456,06 | 1 | −100,00 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 425 | 286,36 | 15 | 400,00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 46 798 | 1 664 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2 046 792 | 1,85 | 72 784 | 9,28 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7 048 482 | 2,04 | 233 587 | 0,08 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 8 396 | 0,33 | 299 | 7,58 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5 663 | 201 | ||||||
| 2025-07-31 | 13F | City State Bank | 46 659 | 17,53 | 1 659 | 26,16 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 388 309 | 37,38 | 49 368 | 47,42 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 46 389 | 14,63 | 1 650 | 22,97 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 28 580 | 4,15 | 1 016 | 11,77 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 220 814 | 2,58 | 7 852 | 10,08 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5 449 | 194 | ||||||
| 2025-07-23 | 13F | Asset Planning Corporation | 464 628 | 16 522 | ||||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 444 078 | 0,03 | 15 791 | 7,33 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 484 980 | 5,86 | 17 246 | 13,60 | ||||
| 2025-07-15 | 13F | Maseco Llp | 5 205 | 185 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 129 281 | 0,49 | 4 597 | 7,83 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 101 140 | 12,22 | 39 157 | 20,41 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 203 838 | 2,72 | 7 248 | 10,22 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 79 435 | 12,62 | 2 825 | 20,84 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 1 289 696 | 0,85 | 45 862 | 8,21 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 511 050 | 7,96 | 18 173 | 18,71 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 17 565 | 54,53 | 625 | 65,96 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 44 679 | 3,91 | 1 589 | 11,52 | ||||
| 2025-07-21 | 13F | 25 Llc | 19 612 | 7,28 | 697 | 15,21 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 6 054 | 215 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 439 088 | 107,11 | 15 614 | 122,25 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 7 758 | 276 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 516 721 | 43,48 | 18 375 | 53,97 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 21 817 | 132,84 | 776 | 150,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27 996 | 245,16 | 996 | 271,27 | ||||
| 2025-07-29 | 13F | Schubert & Co | 90 548 | 27,09 | 3 220 | 36,34 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 756 608 | 14,64 | 26 905 | 23,01 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 536 724 | 11,20 | 19 086 | 19,31 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 6 365 367 | 3,85 | 226 352 | 11,44 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 32 557 | 56,46 | 1 158 | 67,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 374 605 | 12,41 | 48 880 | 20,62 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 30 074 | 8,37 | 1 069 | 16,32 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 15 051 | 4,76 | 516 | 14,67 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 905 461 | 3,50 | 32 198 | 11,05 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 985 660 | 14,99 | 70 610 | 23,39 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 536 873 | 0,43 | 19 091 | 7,77 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 39 668 | 3,43 | 1 411 | 10,94 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 350 073 | 12 449 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2 075 242 | 1,89 | 73 796 | 9,33 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 14 408 | 55,86 | 512 | 67,32 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 721 458 | 1,62 | 25 655 | 9,05 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 902 011 | 33,07 | 68 377 | 50,25 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 11 342 | 15,68 | 403 | 24,38 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 44 083 | 13,72 | 1 568 | 22,04 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 257 382 | 3,17 | 9 153 | 10,72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10 117 | 7,04 | 360 | 14,70 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 11 773 | 51,23 | 419 | 62,65 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 200 | 7 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15 833 | 0,01 | 563 | 7,44 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 419 311 | 13,63 | 14 911 | 21,92 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 331 100 | 8,25 | 10 973 | 10 552,43 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 15 720 | 0,67 | 559 | 8,12 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 76 503 | 11,99 | 2 720 | 20,19 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 47 793 | 141,60 | 1 700 | 159,39 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 511 341 | 8,96 | 18 183 | 16,92 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 72 954 | 28,51 | 2 594 | 37,91 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 452 595 | 41,13 | 16 094 | 51,44 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 722 762 | 1 302,06 | 25 701 | 1 404,74 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1 265 028 | 9,18 | 44 984 | 17,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 18 002 845 | 63,68 | 640 181 | 75,64 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 152 982 | 8,60 | 5 440 | 16,54 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 2 650 009 | 2,59 | 94 234 | 10,09 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 30 073 | 17,56 | 1 069 | 26,21 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 613 956 | 57,25 | 21 832 | 68,74 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 540 013 | 1,99 | 19 203 | 9,43 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 270 615 | 388,17 | 9 623 | 423,84 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 17 607 | 626 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 55 435 | 51,35 | 1 837 | 48,50 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17 878 | 0,02 | 636 | 7,26 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 5 664 | 201 | ||||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 14 460 | 0,33 | 514 | 7,76 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 127 875 | 10,65 | 4 547 | 18,75 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 1 438 723 | 9,01 | 51 161 | 16,97 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 31 193 | 0,23 | 1 109 | 7,57 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 325 697 | 6,64 | 11 582 | 14,43 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 13 239 | 0,33 | 471 | 7,55 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 683 869 | 7,84 | 25 | 14,29 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 237 485 | 11,30 | 8 445 | 19,42 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 86 810 | 27,34 | 3 087 | 36,61 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 33 875 | 2,25 | 1 205 | 10,76 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 323 888 | 13,67 | 11 517 | 21,98 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 29 596 | 7,54 | 1 071 | 17,43 | ||||
| 2025-07-14 | 13F | Friday Financial | 62 595 | 4,25 | 2 226 | 11,03 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 589 | 21 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 8 937 | 318 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 230 | 16,16 | 8 | 33,33 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 050 | 110,00 | 37 | 131,25 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 321 647 | 46,62 | 11 438 | 57,32 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 379 974 | 6,94 | 84 632 | 14,75 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 24 172 | 3,47 | 860 | 10,98 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 375 731 | 2,92 | 13 361 | 10,43 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 030 342 | 21,56 | 36 639 | 34,62 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 268 086 | 59,70 | 9 533 | 71,36 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 34 093 | 16,37 | 1 212 | 24,95 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 237 070 | 21,31 | 8 430 | 30,17 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 50 713 | 9,42 | 1 803 | 17,38 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 166 785 | 5 931 | ||||||
| 2025-08-07 | 13F | Altman Advisors, Inc. | 21 289 | 762 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 491 194 | 2,77 | 17 467 | 10,27 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 474 | 230 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 079 305 | 9,50 | 38 380 | 17,50 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 586 435 | 4,49 | 20 854 | 12,12 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 198 828 | 20,76 | 7 070 | 29,58 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 395 316 | 8,43 | 14 057 | 16,35 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 2 101 350 | 0,96 | 74 724 | 8,33 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 495 200 | 304,67 | 17 609 | 334,25 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 227 815 | 6,91 | 8 171 | 15,41 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 24 218 | 11,13 | 861 | 19,25 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 269 910 | 9,43 | 80 718 | 17,42 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 692 702 | 0,72 | 24 632 | 8,08 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 407 824 | 638,48 | 14 502 | 692,46 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2 223 094 | 112,08 | 79 053 | 127,57 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 1 078 569 | 1,57 | 38 354 | 8,98 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 27 372 | 30,79 | 973 | 40,40 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 29 950 | 1 088 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 231 608 | 4,24 | 8 285 | 21,02 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 426 889 | 2,00 | 15 180 | 9,45 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 872 164 | 4,23 | 103 972 | 13,85 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 218 954 | 10,29 | 7 786 | 18,35 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 12 836 | 20,39 | 456 | 29,18 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 430 430 | 0,31 | 15 306 | 7,64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 627 483 | 2,90 | 57 873 | 10,41 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 222 040 | 4,22 | 7 896 | 11,83 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 2 845 | 101 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 102 514 | 3,97 | 3 685 | 12,66 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 500 876 | 17 811 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 27 034 | 0,11 | 961 | 7,49 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 536 180 | 3,48 | 54 627 | 11,03 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 34 721 | 2,06 | 1 235 | 9,49 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 45 729 | 2,06 | 1 626 | 9,57 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46 101 | 372,54 | 1 639 | 407,43 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 14 904 | 530 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 79 025 | 32,50 | 2 810 | 42,21 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 433 | 0 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 348 916 | 4,12 | 12 407 | 11,72 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 681 | 10,65 | 95 | 18,75 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 550 447 | 2,68 | 18 242 | 0,70 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 829 280 | 29 489 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 448 307 | 2,75 | 15 942 | 10,25 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 24 411 | 61,87 | 868 | 73,95 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 20 050 | 114,16 | 713 | 129,68 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 744 | 26 | ||||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 262 687 | 2,81 | 9 341 | 10,32 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 435 180 | 15 475 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11 401 | 0,28 | 405 | 7,71 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 906 348 | 6,92 | 32 230 | 14,72 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 354 | 297 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 102 931 | 4,18 | 3 703 | 19,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18 864 | 800,00 | 671 | 857,14 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 1 587 713 | 17,08 | 56 459 | 25,63 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 395 316 | 8,43 | 14 057 | 16,35 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 507 895 | 3,07 | 18 061 | 10,59 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 46 558 | 0,41 | 1 656 | 7,75 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 060 663 | 2,67 | 37 717 | 10,17 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 6 126 | 203 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 328 | 47 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 24 580 | 5,27 | 874 | 12,20 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 67 540 | 20,64 | 2 402 | 26,97 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 50 442 | 10,18 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 367 059 | 3,06 | 13 053 | 10,58 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 824 568 | 8,41 | 29 322 | 16,32 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 909 134 | 12,88 | 32 329 | 21,12 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 135 013 | 3,03 | 4 801 | 10,57 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 7 169 400 | 3,34 | 254 944 | 10,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8 501 | 302 | ||||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 51 960 | 20,45 | 1 848 | 29,25 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 39 511 | 18,66 | 1 405 | 27,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 747 750 | 0,37 | 62 150 | 7,70 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 29 715 | 1 057 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7 186 | 256 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 6 320 | 225 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 448 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 790 | 0,32 | 135 | 7,20 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7 726 | 0,32 | 275 | 7,45 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 4 520 | 26,50 | 161 | 35,59 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 865 963 | 30 794 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 76 233 | 2,63 | 3 | 0,00 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 200 363 | 9,58 | 7 125 | 17,58 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 711 | 274 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 67 741 | 2,36 | 2 409 | 9,80 | ||||
| 2025-08-14 | 13F | Betterment LLC | 169 952 | 63,89 | 6 | 100,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 89 073 | 6,95 | 3 167 | 14,75 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 14 548 | 27,18 | 517 | 36,41 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 36 935 | 1,31 | 1 313 | 8,69 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 286 176 | 19,43 | 10 176 | 28,15 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 493 | 18 | ||||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 9 534 | 339 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 21 422 | 82 292,31 | 762 | −10,79 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 233 255 | 0,89 | 43 855 | 8,26 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 732 193 | 2,77 | 26 037 | 10,27 | ||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 285 414 | 14,12 | 10 149 | 22,45 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 109 057 | 3,47 | 3 878 | 11,02 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 507 262 | 5,23 | 18 038 | 12,91 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 685 215 | 37,06 | 24 366 | 47,07 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 199 260 | 20,19 | 7 086 | 28,96 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 500 876 | 1,35 | 17 811 | 8,75 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 925 098 | 12,40 | 32 896 | 20,61 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 19 002 | 28,78 | 676 | 38,32 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 10 234 | 0,33 | 364 | 7,40 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 28 653 | 10,40 | 1 019 | 18,37 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 133 926 | 66,40 | 5 | 100,00 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 103 079 | 4 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 20 775 | 739 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 3 000 | 107 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 108 363 | 5,12 | 3 853 | 12,79 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 069 | 208,49 | 145 | 234,88 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 784 483 | 2,96 | 63 456 | 10,48 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 186 | 0,34 | 42 | 7,69 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 105 061 | 8,33 | 3 736 | 16,25 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 1 874 235 | 109,50 | 66 648 | 124,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 150 129 | 5 339 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 70 307 | 5,61 | 2 500 | 13,33 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 236 679 | 19,94 | 8 426 | 28,86 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 107 | 1 016,45 | 217 | 1 105,56 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 134 | 5 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 40 120 427 | 5,41 | 1 426 682 | 13,11 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 166 574 | 13,49 | 5 923 | 21,77 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 513 705 | 18 819 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 45 632 | 15,86 | 1 632 | 35,24 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 457 606 | 30,58 | 16 272 | 37,42 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 1 710 723 | 3,17 | 60 833 | 10,70 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 916 | 210 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 15 495 | 38,10 | 551 | 48,52 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 23 566 | 2,43 | 838 | 9,97 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 12 042 | 33,83 | 428 | 43,62 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 82 439 | 6,44 | 2 932 | 14,22 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 140 386 | 41,42 | 4 992 | 51,78 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 16 071 | 6,61 | 571 | 14,43 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 708 946 | 867,42 | 25 210 | 938,30 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1 077 529 | 37,86 | 38 317 | 47,93 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 40 575 | 3,67 | 1 443 | 11,27 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 1 594 051 | 38,22 | 57 176 | 49,66 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 24 908 | 1,03 | 886 | 8,32 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 8 321 | 31,47 | 296 | 41,15 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 84 887 | 25,60 | 3 019 | 34,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 101 317 | 24,37 | 4 | 50,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 675 | 629 |
