Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF inkluderar Tandem Financial, LLC, Concord Asset Management, LLC/VA, ERn Financial, LLC, Johnson & White Wealth Management, LLC, 21 West Wealth Management LLC, TT Capital Management LLC, Perfromance Wealth Partners, LLC, Embree Financial Group, L.m. Kohn & Company, Traub Capital Management LLC, Strata Wealth Advisors, LLC, Root Financial Partners, LLC, CWA Asset Management Group, LLC, Klingman & Associates, LLC, Crescent Grove Advisors, LLC, Glenmede Investment Management, LP, Maseco Llp, Hoey Investments, Inc, Pflug Koory, LLC, och Harbor Asset Planning, Inc. .
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 | 6 658 | 220 | ||||||
| 2025-07-28 | 13F | Essex LLC | 164 047 | 2,97 | 5 415 | 10,38 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2 290 | 114,82 | 76 | 134,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 13 164 | 2,52 | 435 | 9,87 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 31 744 | 986 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 751 536 | 5,96 | 57 818 | 13,57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 569 618 | 2,97 | 18 803 | 10,37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 673 | 46,62 | 22 | 57,14 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 24 681 | 0,96 | 815 | 8,24 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 66 720 | 3,41 | 2 202 | 10,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 463 904 | 19,60 | 15 | 36,36 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 72 935 | 2 435 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 189 899 | 36,07 | 6 269 | 45,84 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 161 | 21,44 | 269 | 30,10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 12 372 | 0,63 | 408 | 7,94 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 21 268 | 702 | ||||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 395 868 | 10,51 | 13 068 | 18,44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 16 971 | 30,93 | 1 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6 245 | 206 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 26 712 | 1,29 | 882 | 8,50 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 215 | 22,86 | 7 | 40,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 313 | 307 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8 982 | 50,33 | 296 | 60,87 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 366 | 12 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 22 | 1 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 20 377 | 3,25 | 673 | 10,71 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 21 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 105 455 | 0,85 | 3 481 | 8,11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 43 | 95,45 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 229 | 1 154,08 | 41 | 1 233,33 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 157 414 | 3,03 | 5 196 | 10,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 451 600 | 1,32 | 15 | 7,69 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 29 740 | 40,75 | 982 | 50,92 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 209 | 31,45 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 36 768 | 1 214 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 105 216 | 2,29 | 3 473 | 9,63 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 275 | 25,27 | 174 | 34,88 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 7 054 | 6,81 | 233 | 14,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 497 114 | 6,62 | 82 430 | 14,27 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13 946 | 81,56 | 460 | 94,92 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 131 | 5 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 34 192 | 29,04 | 1 129 | 38,24 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 064 | 7,08 | 167 | 15,17 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 6 316 | 208 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 60 088 | 10,28 | 1 984 | 18,18 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 142 948 | 2,88 | 4 719 | 10,26 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 70 474 | 2 326 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 31 420 | 16,21 | 1 037 | 24,64 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 70 474 | 2,01 | 2 326 | 9,36 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 267 | 10,73 | 240 | 18,32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 133 206 | 1 887,85 | 4 397 | 2 034,47 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 140 391 | 11,24 | 4 634 | 19,22 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 193 | 0,52 | 6 | 20,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 4 519 | 7,34 | 149 | 15,50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 393 717 | 76,95 | 12 997 | 89,67 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 95 | 3 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 678 | 683 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 070 | 21,02 | 233 | 30,17 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 133 | 4 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26 305 | 34,85 | 868 | 44,67 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 46 252 | 0,26 | 1 527 | 7,46 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 2 220 | 5,87 | 73 | 14,06 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 15 022 | 13,63 | 496 | 21,62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 386 | 211 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 24 | 1 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 523 | 17 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 365 643 | 0,16 | 12 070 | 7,35 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 87 350 | 44,88 | 2 883 | 55,33 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 255 799 | 8 444 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 15 585 | 0,95 | 480 | 7,14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 224 814 | 8,31 | 7 421 | 16,08 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17 155 | 566 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 765 | 46,66 | 157 | 67,02 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 276 879 | 41,84 | 9 145 | 52,10 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 37 | 1 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 33 059 | 1 091 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 792 | 0,64 | 26 | 8,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 281 | 252,35 | 141 | 281,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 40 671 | 44,54 | 1 340 | 54,91 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3 620 | 0,64 | 120 | 8,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 91 243 | 17,60 | 3 012 | 26,04 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 625 | 0,44 | 120 | 8,18 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 79 156 | 28,00 | 2 613 | 37,18 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7 128 | 0,58 | 240 | 10,09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 320 551 | 20,47 | 10 581 | 29,12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 235 | 8 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 217 604 | 9,82 | 73 203 | 17,70 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 318 008 | 611 453,85 | 10 695 | 1 069 300,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7 728 | 255 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 27 956 | 66,07 | 923 | 77,99 | ||||
| 2025-08-14 | 13F | Betterment LLC | 41 745 | 15,52 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 243 450 | 3,24 | 8 036 | 10,66 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 139 | 5 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 53 345 | 167,25 | 1 761 | 186,64 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 644 | 87 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 305 | 241 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 49 | 2 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 74 | 2 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 69 797 | 20,08 | 2 304 | 28,72 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 23 914 | 0,59 | 789 | 7,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36 794 | 8,98 | 1 215 | 16,84 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 68 516 | 0,46 | 2 262 | 7,67 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 353 835 | 2,20 | 11 680 | 9,54 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 10 427 | 0,02 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 166 | 5 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 603 | 121,01 | 383 | 137,89 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 59 737 | 8,39 | 1 972 | 16,15 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 37 | 1 | −98,18 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 11 006 | 21,91 | 363 | 30,58 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 389 | 0 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 276 545 | 5,93 | 9 129 | 13,52 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 22 055 | 1,96 | 751 | 15,38 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 25 978 | 2,81 | 858 | 10,15 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 27 807 | 0,04 | 918 | 7,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 991 | 6,29 | 396 | 13,83 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 19 270 | 636 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20 037 | 26,94 | 661 | 36,01 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 780 920 | 1,21 | 58 788 | 8,47 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 68 145 | 10,56 | 2 249 | 18,49 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 16 597 | 0,64 | 548 | 7,89 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 118 | 4 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 43 332 | 5 398,98 | 1 430 | 5 858,33 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 98 304 | 43,73 | 3 245 | 54,23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 056 | 629 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 467 | 42,58 | 147 | 53,13 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 554 | 18 | ||||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 152 807 | 2,99 | 5 044 | 10,40 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 520 697 | 0,82 | 17 188 | 8,06 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 6 392 | 211 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 18 911 | 58,00 | 1 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 7 252 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 183 487 | 60,83 | 6 057 | 72,39 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 625 251 | 11,44 | 19 258 | 18,16 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 38 | 1 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 585 637 | 26 387,43 | 19 332 | 28 327,94 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 574 | 184 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 7 431 | 0,62 | 245 | 7,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 558 | 3 105,41 | 117 | 3 800,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 639 267 | 2 923,97 | 21 102 | 3 141,47 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 19 | 1 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 324 582 | 30,81 | 10 714 | 40,20 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 130 135 | 3,30 | 4 296 | 10,70 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 11 644 | 12,80 | 384 | 21,14 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 17 502 | 0,93 | 578 | 8,05 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 18 697 | 617 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 121 736 | 2,55 | 4 019 | 9,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 220 196 | 43,52 | 7 | 75,00 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 74 839 | 3,41 | 2 470 | 10,81 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 9 664 | 0,26 | 319 | 7,77 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 721 | 57 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 44 607 | 1 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 11 904 | 11,58 | 393 | 19,51 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 932 | 5,01 | 229 | 12,32 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 86 439 | 17,97 | 2 853 | 26,46 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 43 555 | 240,94 | 1 462 | 293,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 595 | 16,92 | 515 | 25,37 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6 349 | 210 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 71 | 1,43 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 262 753 | 8,20 | 8 673 | 15,96 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 58 239 | 11,26 | 1 955 | 21,22 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 22 240 | 7,11 | 734 | 14,87 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 597 544 | 34,79 | 19 725 | 44,46 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 46 205 | 5,99 | 1 423 | 12,40 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 651 | 21 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 422 | 47 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 010 | 8,58 | 396 | 16,47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 23 922 | 75,63 | 790 | 88,31 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 375 874 | 4,29 | 12 408 | 11,77 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 357 912 | 1,47 | 11 815 | 8,75 | ||||
| 2025-08-01 | 13F | Motco | 25 | 1 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 48 | 2 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 436 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 128 414 | 4,96 | 4 239 | 12,47 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 73 109 | 25 462,59 | 2 413 | 30 062,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16 829 | 4,67 | 556 | 12,12 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 419 921 | 5,09 | 13 862 | 12,64 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8 918 | 36,61 | 294 | 46,27 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 102 451 | 14,47 | 3 382 | 22,68 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1 236 | 41 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 78 590 | 0,47 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 65 876 | 0,61 | 2 175 | 7,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 38 546 | 682,98 | 1 272 | 742,38 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 19 312 | 68,03 | 637 | 80,45 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 135 854 | 2,24 | 4 485 | 9,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 222 235 | 7 336 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 59 124 | 1 952 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10 824 | 11,63 | 357 | 19,80 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 378 | 0,27 | 12 | 9,09 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 156 592 | 28,47 | 38 175 | 37,71 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 306 241 | 371,43 | 10 109 | 405,45 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 17 293 | 0,64 | 571 | 7,75 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 153 222 | 3,27 | 5 058 | 10,68 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 89 732 | 0,67 | 2 962 | 7,91 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 41 379 | 2,30 | 1 366 | 9,64 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 20 | 1 | ||||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 131 168 | 1,66 | 4 465 | 11,63 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 60 901 | 0,34 | 2 010 | 7,54 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5 490 | 53,44 | 169 | 64,08 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 402 | 1 016,67 | 12 | 1 100,00 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 9 778 | 21,83 | 323 | 30,36 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 510 | 116 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 42 680 | 11,20 | 1 409 | 19,12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 883 | 2,20 | 293 | 9,74 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6 840 | 2,36 | 226 | 9,76 | ||||
| 2025-07-29 | 13F | Creekside Partners | 28 377 | 33,24 | 937 | 42,90 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 446 527 | 8,08 | 14 740 | 15,83 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 561 672 | 18,23 | 19 | 28,57 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 71 | 2 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 9 688 | 0,53 | 329 | 10,81 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 603 420 | 2,44 | 19 919 | 9,79 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 13 331 | 2,26 | 442 | 17,29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 115 424 | 81,38 | 3 810 | 94,39 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 571 159 | 1,92 | 18 854 | 9,22 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 5 178 | 324,43 | 171 | 359,46 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 41 818 | 418 080,00 | 1 380 | 5,34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 58 | −14,71 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 105 294 | 0,35 | 3 534 | 9,35 | ||||
| 2025-08-08 | 13F | Creative Planning | 153 890 | 0,69 | 5 080 | 7,90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 468 365 | 32,25 | 15 461 | 50,29 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 13 960 | 7,02 | 461 | 14,71 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 9 508 | 314 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 178 | 11,37 | 402 | 19,29 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 307 572 | 3,37 | 10 153 | 10,78 |
