Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF inkluderar HORAN Wealth, LLC, Traub Capital Management LLC, Brio Consultants, LLC, Pinnacle Wealth Planning Services, Inc., TT Capital Management LLC, Harbor Asset Planning, Inc., Financial Architects, LLC, Clark Asset Management, LLC, Glenmede Investment Management, LP, Skopos Labs, Inc., Trust Point Inc., Midwest Trust Co, Clune & Associates, Ltd., Pflug Koory, LLC, Hoey Investments, Inc, Atlantic Union Bankshares Corp, Crewe Advisors LLC, Intelligent Financial Strategies, IMA Wealth, Inc., och Talon Private Wealth, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 11 047 | 316 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 12 421 | 24,70 | 356 | 30,51 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 78 344 | 27,37 | 2 245 | 33,25 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 12 601 | 0,40 | 361 | 5,25 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 310 459 | 7,66 | 8 895 | 12,61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 87 555 | 14,27 | 2 508 | 19,54 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 268 | 36 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 416 415 | 4,76 | 11 930 | 9,58 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 10 661 | 305 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 676 | 506 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 13 360 | 13,11 | 383 | 18,27 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16 918 | 3,59 | 485 | 8,28 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 285 | 8 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 13 824 | 396 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 35 234 | 1 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 120 064 | 2,36 | 3 440 | 7,07 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 266 374 | 7 632 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13 754 | 7,60 | 394 | 12,57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 269 061 | 2,74 | 7 709 | 7,46 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 423 608 | 11,48 | 12 136 | 16,61 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 19 285 | 0,85 | 553 | 5,54 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 40 294 | 1,86 | 1 154 | 6,56 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 127 621 | 14,62 | 3 656 | 19,91 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 34 534 | 989 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15 478 | 0,01 | 443 | 4,73 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 40 | 1 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13 962 | 8,36 | 400 | 13,64 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 616 | 3 750,00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 9 641 | 0,25 | 276 | 4,94 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 234 | 0,43 | 7 | 0,00 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 251 | 7 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 32 364 | 878 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 101 698 | 2 914 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 140 317 | 0,68 | 4 020 | 5,32 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 40 060 | 1 148 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 556 | 26,16 | 159 | 32,50 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4 716 | 0,26 | 135 | 5,47 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5 210 | 43,45 | 149 | 50,51 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 17 064 | 10,64 | 489 | 15,64 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 38 | 1 | −98,15 | |||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 62 489 | 4,43 | 1 790 | 9,28 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 270 | 0,37 | 116 | 1 557,14 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 71 935 | 12,76 | 2 061 | 17,92 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 66 364 | 296,89 | 1 901 | 315,97 | ||||
| 2025-08-08 | 13F | Paragon Capital Management LLC | 8 967 | 2,06 | 257 | 6,67 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 170 841 | 19,99 | 4 895 | 25,52 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 36 751 | 0,14 | 1 053 | 4,68 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 99 372 | 4,39 | 2 847 | 0,71 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 34 786 | 0,16 | 997 | 4,73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20 598 | 9,91 | 590 | 15,01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 56 447 | 5,28 | 1 617 | 10,15 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1 924 | 55 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 13 399 | 384 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 36 861 | 15,99 | 1 056 | 21,38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11 058 | 317 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 353 | 211 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10 057 | 44,93 | 288 | 51,58 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 66 874 | 8,44 | 1 916 | 13,38 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 38 | 1 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 188 669 | 47,22 | 5 405 | 53,99 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 40 621 | 2,68 | 1 164 | 7,39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 462 818 | 9,41 | 13 260 | 14,44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 53 002 | 15,58 | 1 519 | 20,86 | ||||
| 2025-05-28 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 260 485 | 1,64 | 7 135 | −6,27 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 271 | 8 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 38 | 1 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22 193 | 19,16 | 636 | 24,51 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 14 255 | 0,25 | 408 | 4,88 | ||||
| 2025-06-05 | 13F/A | Osterweis Capital Management Inc | 109 | −7,69 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 406 | 12 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 115 | 3 | ||||||
| 2025-05-28 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 17 728 | 12,79 | 486 | 4,08 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 12 136 | 3,94 | 332 | −4,05 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 917 | 0,22 | 26 | 4,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 22 726 | 8,25 | 651 | 13,22 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 202 920 | 4,13 | 5 814 | 8,92 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 512 | 0,20 | 43 | 4,88 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 25 825 | 740 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 174 758 | 1 646,53 | 5 007 | 1 727,01 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15 860 | 36,48 | 454 | 42,77 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 41 982 | 6,33 | 1 203 | 11,19 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 621 487 | 2,24 | 17 806 | 6,94 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 078 | 82,28 | 60 | 90,32 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 214 | 6 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 613 | 18 | ||||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 290 758 | 1,45 | 8 330 | 6,13 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 27 707 | 3,45 | 832 | 18,54 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 276 | 8 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 25 715 | 0,04 | 737 | 4,55 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 5 758 | 0,31 | 165 | 4,46 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 17 997 | 59,52 | 516 | 66,67 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 122 | 3 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7 643 | 2,52 | 219 | −1,36 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 272 | 8 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 14 827 | 5,64 | 425 | 10,42 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26 847 | 17,05 | 769 | 22,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 420 786 | 6,13 | 12 056 | 11,01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 219 936 | 111,25 | 6 302 | 120,97 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 11 109 | 1,88 | 318 | 6,71 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 261 153 | 1,38 | 7 153 | −6,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 88 146 | 94,94 | 2 525 | 103,96 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 18 241 | 2,37 | 1 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 15 093 | 7,48 | 432 | 12,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28 485 | 10,53 | 816 | 15,74 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 151 555 | 0,53 | 4 342 | 5,16 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 596 | 0 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 78 201 | 29,26 | 2 240 | 35,18 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 31 592 | 905 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 25 792 | 142,22 | 739 | 153,61 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 59 376 | 1,35 | 1 701 | 6,05 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 162 144 | 2,63 | 4 645 | 7,35 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 422 | 12 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17 735 | 0,10 | 536 | 13,11 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 15 869 | 0,02 | 455 | 4,61 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 761 | 0,26 | 22 | 5,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 99 492 | 1,30 | 2 850 | 5,95 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 20 141 | 577 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 0 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29 275 | 0,29 | 839 | 5,01 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 8 125 | 233 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 542 | 16 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 252 164 | 520,70 | 7 224 | 549,64 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 28 647 | 2,11 | 1 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 89 850 | 0,56 | 2 574 | 5,19 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 858 807 | 3,04 | 24 605 | 7,78 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 830 053 | 24,03 | 22 735 | 14,38 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 10 926 | 313 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 111 896 | 3,66 | 3 206 | 8,42 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 897 565 | 25 486,23 | 25 715 | 26 686,46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 49 891 | 1 429 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28 961 | 60,46 | 831 | 68,36 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 12 290 | 0,25 | 352 | 5,07 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 152 165 | 4,04 | 4 360 | 8,84 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 777 637 | 0,43 | 22 279 | 5,05 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 16 628 | 0,02 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 27 961 | 21,89 | 1 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 482 | 59,72 | 71 | 69,05 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 467 060 | 5,57 | 13 904 | 14,75 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 580 | 17 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 62 796 | 12,28 | 1 799 | 17,50 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 9 269 | 9,67 | 266 | 14,72 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 98 351 | 15,45 | 2 818 | 20,75 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 207 166 | 3,67 | 5 935 | 8,44 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 17 174 | 0,02 | 0 | |||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 504 | 43 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 155 423 | 95,81 | 4 453 | 104,78 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 60 031 | 2,08 | 1 720 | 6,77 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 59 577 | 18,14 | 1 707 | 23,53 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10 199 | 0,54 | 292 | 5,42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 137 | 2,28 | 176 | 6,71 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 13 588 | 2,70 | 389 | 7,46 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 917 | 2,82 | 456 | 7,55 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 483 331 | 1,81 | 14 | 0,00 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 17 257 | 2,82 | 494 | 7,63 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 146 341 | 26,11 | 4 193 | 31,91 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 382 | 0,26 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 172 144 | 0,07 | 33 731 | 5,09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 174 | 44,83 | 120 | 52,56 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 1 027 320 | 5,98 | 29 433 | 10,85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21 418 | 614 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 12 589 | 361 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 34 984 | 10,07 | 1 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 91 908 | 1,92 | 2 633 | 6,64 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 7 000 | 201 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 9 880 | 283 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15 559 | 0,06 | 446 | 4,71 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 100 341 | 12,62 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 119 566 | 3,62 | 3 426 | 8,39 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 1 283 119 | 15,15 | 36 761 | 20,45 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1 698 | 49 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 12 659 | 1,34 | 363 | 5,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 21 628 | 0,25 | 620 | 4,92 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 8 742 | 0,25 | 250 | 5,04 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 292 414 | 9,22 | 8 378 | 14,24 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 94 | 16,05 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 477 | 128 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7 375 | 0,04 | 211 | 4,98 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 129 366 | 11,37 | 3 706 | 16,50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 847 | 0,08 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 20 263 | 104,39 | 581 | 114,02 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 216 | 0,47 | 6 | 20,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 524 | 46,37 | 15 | 66,67 | ||||
| 2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | 0 | ||||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 293 443 | 7,61 | 8 407 | 12,56 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 982 | 110,73 | 29 | 141,67 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 8 328 | 239 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 121 643 | 2,48 | 3 485 | 7,20 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 58 061 | 5,41 | 1 663 | 10,28 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 12 148 | 80,88 | 348 | 90,16 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12 305 | 0,14 | 353 | 4,76 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 216 | 35 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 63 195 | 39,02 | 1 811 | 45,38 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 448 | 22,92 | 40 | 14,71 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 10 706 | 22,63 | 293 | 13,13 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 4 764 | 1,10 | 136 | 5,43 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 10 610 | 291 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 34 282 | 0,22 | 982 | 4,91 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 1 106 829 | 3,55 | 31 711 | 8,31 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 127 009 | 4 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 73 130 | 25,50 | 2 095 | 31,35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 46 989 | 140,64 | 1 346 | 151,12 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 1 755 747 | 11,96 | 50 302 | 17,11 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 69 024 | 3,36 | 1 978 | 8,09 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 17 020 | 7,61 | 488 | 12,47 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 890 652 | 1,28 | 25 517 | 5,94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 75 803 | 6,49 | 2 172 | 11,39 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5 460 | 38,40 | 156 | 44,44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 579 | 17 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 8 443 | 64,68 | 242 | 72,14 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 43 630 | 6,39 | 1 250 | 11,31 | ||||
| 2025-08-08 | 13F | Creative Planning | 301 628 | 0,02 | 8 642 | 4,63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 15 | 600,00 | ||||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2 689 433 | 2,01 | 77 052 | 6,71 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 15 998 | 1,76 | 475 | 20,25 |
