Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab International Small-Cap Equity ETF inkluderar CSM Advisors, LLC, Vident Advisory, LLC, Divergent Planning, LLC, Ashton Thomas Securities, Llc, HORAN Wealth, LLC, TT Capital Management LLC, L2 Asset Management, LLC, FFOX - FundX Future Fund Opportunities ETF, Future Fund LLC, Compass Investment Advisers LLC, Ritholtz Wealth Management, Maseco Llp, Quantinno Capital Management LP, Aurelius Family Office LLC, Aspen Grove Capital, LLC, North Forty Two & Co., Tribridge Partners Financial LLC, Eaton Financial Holdings Company, LLC, Coordinated Financial Services, Inc., och Cranbrook 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6 857 | 9,75 | 292 | 30,36 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 3 798 | 0,21 | 162 | 19,26 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 288 | 28 700,00 | 12 | 33,33 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9 429 | 4,10 | 400 | 23,08 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 31 | 1 450,00 | 1 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 479 | 0,20 | 276 | 19,05 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 20 633 | 879 | ||||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 1 947 | 12,80 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 156 204 | 0,98 | 6 653 | 19,86 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 936 | 40 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 179 694 | 7,24 | 7 653 | 27,30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 369 | 1,63 | 58 | 20,83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 78 307 | 5,01 | 3 335 | 24,67 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 22 098 | 0,19 | 1 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 12 | 0 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 204 | 2,51 | 9 | 14,29 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 420 | 146 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 13 | 1 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 29 170 | 5,70 | 1 242 | 25,45 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 8 633 | 2,55 | 368 | 21,52 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 130 | 2,70 | 90 | 21,62 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 20 344 | 13,46 | 866 | 40,81 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 20 633 | 879 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 71 621 | 17,25 | 3 050 | 39,21 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 122 492 | 8,01 | 4 395 | 12,90 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 717 | 0,03 | 243 | 18,54 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 19 337 | 0,04 | 824 | 18,76 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15 056 | 1,21 | 641 | 20,26 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 527 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 418 | 1,72 | 529 | 20,55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13 416 | 4,68 | 571 | 24,40 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 370 973 | 9,54 | 58 390 | 30,03 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 49 256 | 61,51 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 41 409 | 1 764 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 28 871 | 196,11 | 1 230 | 208,02 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 75 592 | 2,81 | 3 219 | 22,02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 177 408 | 9,47 | 7 556 | 29,94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 178 | 1,69 | 221 | 20,88 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 9 169 | 59,32 | 391 | 89,32 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 27 332 | 2,86 | 1 164 | 22,14 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 103 | 4 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 416 | 18 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 28 422 | 1 104 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 2 401 | 0,08 | 102 | 18,60 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 343 | 112,41 | 1 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 88 965 | 52,96 | 3 789 | 81,64 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5 119 | 218 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 415 | 18 | ||||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 94 160 | 35,88 | 4 010 | 61,30 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 928 | 40 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11 123 | 37,78 | 474 | 63,67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 21 484 | 1,15 | 915 | 19,95 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 33 857 | 10,43 | 1 442 | 31,12 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 169 321 | 3,90 | 7 211 | 23,33 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 5 139 | 219 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 120 844 | 0,37 | 5 147 | 19,15 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 377 943 | 2,29 | 16 097 | 21,42 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 664 | 28,68 | 28 | 55,56 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 35 990 | 11,04 | 1 533 | 31,84 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 5 126 | 218 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 355 | 0,22 | 58 | 18,75 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 963 | 67,90 | 211 | 99,06 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 749 | 1,70 | 386 | 6,35 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 18 270 | 0,05 | 778 | 18,78 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 21 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 223 394 | 13,20 | 9 514 | 34,38 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 421 181 | 68,34 | 145 707 | 99,82 | ||||
| 2025-07-21 | 13F | 25 Llc | 30 298 | 77,85 | 1 290 | 111,13 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 9 925 | 3,55 | 423 | 23,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 854 | 4,15 | 36 | 24,14 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 303 | 13 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 41 755 | 11,20 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 199 361 | 2,53 | 8 491 | 21,70 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 207 802 | 170,52 | 8 850 | 221,12 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5 512 | 235 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 290 | 737,66 | 55 | 980,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 15 815 | 0,11 | 674 | 18,90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 093 | 148,20 | 217 | 195,89 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 80 545 | 6,33 | 3 430 | 26,24 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 4 753 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 17 330 | 31,24 | 738 | 56,03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 613 706 | 33,88 | 25 979 | 57,07 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 617 177 | 0,49 | 26 286 | 19,29 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 58 300 | 22,74 | 2 483 | 45,66 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 42 373 | 6,86 | 1 805 | 26,86 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 146 095 | 4,57 | 6 222 | 24,14 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 439 930 | 23,89 | 2 843 569 | 6 718,94 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 315 | 15 310,71 | 184 | 18 200,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 467 | 20 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12 111 | 0,45 | 516 | 19,21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 370 | 2 076,47 | 16 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 54 | 2 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11 731 | 0,75 | 500 | 19,66 | ||||
| 2025-07-16 | 13F | American National Bank | 5 | 0 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 38 025 | 56,12 | 1 619 | 85,45 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 46 967 | 13,13 | 2 000 | 34,32 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 5 545 | 236 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 14 678 | 20,15 | 625 | 42,69 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 16 636 | 571 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 113 132 | 5,01 | 4 818 | 24,66 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 40 | 2 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 23 | 1 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 276 173 | 0,94 | 11 762 | 19,82 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 391 600 | 17 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 340 | 14 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 115 195 | 3,45 | 4 906 | 22,80 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 890 | 351,78 | 38 | 428,57 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 6 257 | 0,02 | 266 | 18,75 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 721 | 414 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 19 230 | 125,10 | 819 | 167,32 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 378 | 0 | ||||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 111 822 | 2,37 | 4 763 | 21,51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 30 907 | 0,16 | 1 316 | 18,88 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 11 083 | 0,06 | 472 | 18,89 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 13 220 | 8,08 | 563 | 28,54 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 182 971 | 1,11 | 7 793 | 20,02 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 49 455 | 10,92 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 307 | 98 | ||||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 4 729 | 201 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 118 631 | 4,68 | 5 052 | 24,25 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 100 176 | 48,26 | 4 267 | 75,99 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 32 940 | 7,24 | 1 403 | 27,22 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 26 492 | 5,18 | 1 131 | 37,97 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 136 723 | 4,09 | 5 823 | 23,58 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 15 803 | 0,13 | 673 | 18,90 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 59 605 | 156,71 | 2 539 | 204,68 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 16 864 | 1,80 | 718 | 20,88 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 313 | 0,32 | 13 | 18,18 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 241 | 900,31 | 138 | 1 154,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 332 166 | 3,59 | 14 147 | 22,96 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 212 | 9 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 4 376 | 0,21 | 186 | 19,23 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 569 | 24 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 402 | 60 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 68 290 | 32,79 | 3 | 100,00 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 29 538 | 16,64 | 1 258 | 38,55 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 106 664 | 8,99 | 4 543 | 29,36 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 698 854 | 8,87 | 29 764 | 29,23 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 307 182 | 13 083 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 211 | 9 | ||||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 4 767 | 203 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 10 558 | 0,02 | 448 | 18,52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 17 865 | 26,19 | 761 | 49,90 | ||||
| 2025-07-28 | NP | AIOIX - International Opportunities Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30 522 | 1 742,00 | 1 227 | 1 979,66 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9 756 | 415 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 874 | 3,87 | 0 | |||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 20 278 | 2,53 | 1 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 178 | 150,70 | 8 | 250,00 | ||||
| 2025-06-18 | NP | RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I | 522 438 | 129,31 | 19 764 | 145,96 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 450 | 19 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 23 063 | 4,23 | 982 | 23,83 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 19 629 | 0,20 | 836 | 19,09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 70 221 | 0,18 | 2 991 | 18,93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 199 | 13,45 | 520 | 34,81 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 522 438 | 129,31 | 22 | 175,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 919 | 16,32 | 295 | 38,03 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 79 105 | 0,97 | 3 369 | 19,89 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 2 596 | 0,12 | 111 | 18,28 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 137 | 6 | ||||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 55 530 | 2,71 | 2 365 | 21,97 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 | 0 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 11 770 | 501 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 56 123 | 0,22 | 2 390 | 18,96 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 130 904 | 5 557 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 800 | 34 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 4 063 | 95,24 | 173 | 133,78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 570 | 40,32 | 280 | 67,07 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 3 576 | |||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 55 220 | 0,33 | 2 352 | 19,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 204 064 | 13,04 | 9 | 33,33 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 73 658 | 8,71 | 3 137 | 29,04 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 944 | 40 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 162 784 | 7,72 | 6 933 | 27,87 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 62 | 226,32 | 3 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 330 | 0,30 | 14 | 27,27 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 19 694 | 1,67 | 839 | 20,75 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 184 848 | 0,03 | 7 873 | 18,73 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 91 275 | 3 918 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5 302 | 226 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1 160 858 | 0,32 | 49 441 | 19,08 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 37 | 2 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 243 900 | 10 388 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 292 662 | 16,07 | 12 464 | 37,77 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 4 917 | 209 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 189 710 | 1,53 | 8 080 | 134 550,00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 49 926 | 51,13 | 2 126 | 69,54 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 83 403 | 4,34 | 3 552 | 23,85 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 5 315 | 226 | ||||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 5 150 | 219 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19 303 | 5,37 | 822 | 25,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 578 | 67 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 21 443 | 0,26 | 913 | 19,04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 93 876 | 2,14 | 3 998 | 21,26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 164 | 156,25 | 7 | 200,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 7 | 0 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1 766 | 75 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 340 | 30,27 | 14 | 55,56 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 144 189 | 0,57 | 6 141 | 19,38 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 585 | 21 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 346 215 | 0,68 | 14 745 | 19,51 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 22 604 | 963 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 20 247 | 1,81 | 862 | 20,90 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Leisure Capital Management | 26 055 | 0,66 | 1 110 | 19,50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 720 | 1 209,09 | 31 | 2 900,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 171 | 6,89 | 604 | 26,68 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 17 696 | 5,16 | 754 | 24,88 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 153 314 | 0,88 | 6 582 | 22,30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11 545 | 7,41 | 492 | 27,53 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 1 925 206 | 7,26 | 82 707 | 28,42 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 4 803 | 0 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 37 | 2 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 13 974 | 6,19 | 595 | 23,96 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 38 534 | 12,95 | 1 641 | 33,99 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 9 860 | 420 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 43 282 | 1 843 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 29 077 | 0,07 | 1 238 | 18,81 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2 917 | 116,88 | 124 | 158,33 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 1 | 0 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 21 988 | 0,19 | 936 | 18,93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 374 149 | 2,06 | 15 935 | 26,62 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 24 337 | 27,47 | 1 037 | 51,24 |
