Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab Emerging Markets Equity ETF inkluderar Bleakley Financial Group, LLC, GDMA - Gadsden Dynamic Multi-Asset ETF, TT Capital Management LLC, Glenmede Investment Management, LP, Navigation Wealth Management, Inc., DiMeo Schneider & Associates, L.L.C., Capital Advisors Inc/ok, HORAN Wealth, LLC, WorthPointe, LLC, Prairieview Wealth Partners, Llc, Advisor OS, LLC, Elite Life Management LLC, Ballast, Inc., My Purposeful Wealth Corp., David Wealth Management LLC, Family Legacy Financial Solutions, LLC, Alteri Wealth LLC, United Advisor Group, LLC, Tiaa Trust, National Association, och Clune & Associates, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1 352 414 | 19,17 | 40 762 | 30,28 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 1 530 631 | 0,44 | 46 133 | 9,80 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 240 631 | 0,28 | 7 253 | 9,63 | ||||
| 2025-07-17 | 13F | SWS Partners | 13 364 | 0,01 | 403 | 9,24 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 415 568 | 20,34 | 12 525 | 31,57 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 9 795 | 3,72 | 295 | 27,16 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 144 107 | 4,99 | 4 | 33,33 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 139 | 4 | ||||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 45 536 | 2,69 | 1 372 | 12,27 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 7 218 | 218 | ||||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 111 409 | 4,95 | 3 358 | 14,73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44 285 | 5,33 | 1 335 | 15,10 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 97 708 | 1,80 | 2 945 | 11,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 213 009 | 5,72 | 6 420 | 15,59 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 160 686 | 172,21 | 4 843 | 197,66 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 20 068 | 605 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 297 716 | 0,33 | 9 | 0,00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 4 865 | 0,12 | 147 | 9,77 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 56 455 | 52,09 | 1 702 | 66,28 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 49 223 | 0,01 | 1 484 | 9,37 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30 315 | 42,59 | 923 | 57,34 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 1 436 488 | 2,32 | 43 296 | 11,86 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 396 | 12 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 324 196 | 1 505,01 | 9 771 | 1 657,37 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 132 764 | 0,90 | 3 998 | 10,05 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 10 430 | 33,72 | 314 | 46,05 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 768 550 | 4,48 | 53 304 | 14,23 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 59 515 | 20,17 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 488 200 | 0,28 | 14 714 | 9,63 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 12 982 | 0,88 | 391 | 10,45 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 45 505 | 0,35 | 1 372 | 9,68 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 9 972 | 0,04 | 301 | 9,49 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 22 894 | 97,33 | 690 | 116,30 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 119 109 | 0,00 | 3 590 | 9,32 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 24 | 1 | ||||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 104 790 | 14,78 | 3 158 | 25,47 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 4 937 | 0,08 | 149 | 9,63 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 166 807 | 0,07 | 5 028 | 9,40 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 141 572 | 0,99 | 4 267 | 10,40 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 11 524 | 0,01 | 0 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 98 352 | 2,08 | 2 964 | 11,60 | ||||
| 2025-08-14 | 13F | Private Capital Management, LLC | 8 332 | 0,07 | 251 | 9,61 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 126 | 4 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 24 826 | 5,65 | 748 | 15,61 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 778 | 183,12 | 54 | 211,76 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 115 021 | 2,01 | 3 467 | 15,46 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 1 058 272 | 13,97 | 31 896 | 24,60 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 127 498 | 24,20 | 3 843 | 35,76 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 36 571 | 6,43 | 1 102 | 16,37 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 9 153 | 0,82 | 276 | 10,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 54 819 | 1,13 | 1 652 | 10,58 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 56 960 | 0,01 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 105 595 | 17,93 | 3 | 50,00 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 13 228 | 0,01 | 399 | 9,34 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 96 470 | 2,64 | 2 908 | 12,20 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 1 950 673 | 4,33 | 58 793 | 14,05 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 44 762 | 1 234 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 29 635 | 107,96 | 893 | 127,81 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 341 231 | 0,10 | 10 | 11,11 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 7 509 | 226 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 42 703 | 19,96 | 1 287 | 9,35 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 720 | 26,73 | 293 | 38,39 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 288 851 | 339,96 | 8 706 | 380,94 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 67 261 | 17,36 | 2 027 | 28,29 | ||||
| 2025-08-04 | 13F | Elite Life Management LLC | 8 927 | 269 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 34 463 | 145,11 | 1 039 | 168,22 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 25 412 | 4,27 | 766 | 14,01 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 76 | 49,02 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 0 | 0 | ||||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 31 315 | 9,57 | 944 | 19,82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 79 348 | 1,34 | 2 392 | 10,80 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 14 066 | 0,08 | 424 | 9,30 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 641 | 0 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 185 129 | 2,62 | 5 580 | 12,12 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 432 000 | 23,98 | 13 | 44,44 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10 924 | 33,68 | 329 | 46,22 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 38 241 | 117,77 | 1 152 | 138,02 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 15 686 | 4,35 | 417 | 9,76 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 201 254 | 2,39 | 6 066 | 11,94 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31 268 | 54,25 | 942 | 68,82 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 51 228 | 1,37 | 1 544 | 10,84 | ||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 47 942 | 348,39 | 1 445 | 391,16 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 180 113 | 420,77 | 5 429 | 469,57 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 58 966 | 5,51 | 1 777 | 15,39 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 99 855 | 7,74 | 3 010 | 17,77 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 7 007 | 211 | ||||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 79 060 | 21,01 | 2 383 | 32,26 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 76 124 | 2 169 | ||||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1 659 | 50 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 613 | 0,16 | 18 | 12,50 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 539 | 3,45 | 17 | 14,29 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 693 479 | 86,75 | 111 321 | 104,16 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 200 | 12,99 | 6 | 50,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 141 479 | 2,91 | 305 664 | 12,50 | ||||
| 2025-08-25 | NP | SWYNX - Schwab Target 2060 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 2 101 562 | 1,44 | 63 341 | 10,89 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 28 | 1 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 100 982 | 2,48 | 3 044 | 12,04 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 25 512 | 2,49 | 769 | 11,95 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 10 140 | 2,77 | 306 | 12,13 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 3 495 | 336,88 | 105 | 377,27 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25 568 | 12,51 | 771 | 23,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 21 512 | 3,97 | 616 | 12,02 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 21 158 | 2,77 | 638 | 12,35 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1 177 126 | 3,64 | 35 479 | 13,30 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 488 | 15 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 233 | 7 | ||||||
| 2025-08-14 | 13F | Operose Advisors LLC | 772 | 0,13 | 23 | 9,52 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 23 052 | 0,11 | 695 | 9,46 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 118 319 | 0,29 | 3 566 | 9,66 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 23 237 | 38,22 | 700 | 51,19 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 42 341 | 12,12 | 1 276 | 22,57 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 317 991 | 0,64 | 9 584 | 10,02 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 34 440 | 0,08 | 1 038 | 9,49 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 285 937 | 2,47 | 8 618 | 12,02 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 539 | 1 318,42 | 16 | 1 500,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 120 481 | 0,37 | 3 631 | 9,73 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 10 617 | 0,01 | 320 | 9,25 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 227 | 218 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 108 597 | 0,12 | 2 892 | −3,31 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 10 011 | 302 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 297 760 | 1 462,96 | 8 974 | 1 609,33 | ||||
| 2025-08-14 | 13F | Prudent Investors Network | 6 754 | 204 | ||||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 66 207 | 0,05 | 1 995 | 9,38 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 28 719 | 25,75 | 866 | 37,52 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 31 393 | 0,60 | 946 | 10,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 209 821 | 2,18 | 36 450 | 11,60 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 15 137 | 456 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 81 296 | 34,95 | 2 450 | 47,59 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 9 832 | 0,12 | 296 | 9,63 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 9 119 | 2,87 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 8 835 | 266 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 52 472 | 64,60 | 1 582 | 80,07 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2 498 | 0,12 | 75 | 10,29 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 2 049 | 0,10 | 62 | 8,93 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 87 508 | 0,16 | 2 638 | 9,51 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 15 794 | 22,62 | 476 | 34,08 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 7 656 | 0,17 | 231 | 9,52 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 257 789 | 10,40 | 7 770 | 20,69 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 111 902 | 1,64 | 3 373 | 11,10 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 709 215 | 0,06 | 21 376 | 9,39 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 251 611 | 5,88 | 7 584 | 15,75 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 222 524 | 3,31 | 6 707 | 12,93 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3 977 | 7,69 | 120 | 17,82 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 151 163 | 4,02 | 4 556 | 13,73 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 210 | 10,70 | 36 | 20,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 17 699 | 7,52 | 533 | 17,66 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 136 084 | 1,35 | 4 102 | 10,81 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 83 842 | 13,00 | 2 536 | 29,72 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 280 849 | 2,94 | 8 465 | 12,54 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 31 803 | 7,23 | 959 | 17,26 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 20 315 | 19,09 | 612 | 30,21 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 14 651 | 47,04 | 442 | 60,95 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23 038 | 1,58 | 694 | 11,04 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 158 309 | 15,53 | 4 771 | 26,32 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 572 | 1 230,23 | 17 | 1 600,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 925 | 105,41 | 88 | 125,64 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 50 328 | 0,10 | 1 388 | 3,66 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 633 262 | 2,55 | 49 227 | 12,11 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 11 806 | 27,58 | 356 | 39,22 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 95 094 | 1,29 | 2 866 | 10,74 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 60 629 | 0,02 | 1 827 | 9,34 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 227 256 | 7,46 | 6 849 | 17,48 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 26 064 | 0,19 | 786 | 9,48 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 15 827 | 477 | ||||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 21 904 | 660 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 26 340 | 26,46 | 794 | 38,15 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 144 662 | 1,54 | 4 360 | 11,03 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 26 440 | 14,02 | 729 | 17,99 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 631 208 | 176,37 | 79 305 | 202,14 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 87 | 3 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 59 580 | 20,65 | 1 796 | 31,89 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 29 | 1 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 9 610 | 290 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 8 100 | 250 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 20 548 | 0,97 | 619 | 10,34 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 21 958 | 6,02 | 662 | 15,76 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 50 | 2 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 14 433 | 5,85 | 435 | 16,00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 23 044 | 1,42 | 695 | 10,86 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 14 580 | 7,36 | 439 | 17,38 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 2 013 903 | 20,74 | 55 604 | 13,04 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 108 653 | 0,51 | 3 275 | 9,87 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 103 968 | 6,20 | 3 134 | 16,08 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 56 154 | 0,87 | 1 692 | 10,30 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 070 | 0 | ||||||
| 2025-07-23 | 13F | Values Added Financial LLC | 39 980 | 51,35 | 1 205 | 65,38 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 110 236 | 3,86 | 3 323 | 13,53 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 5 133 | 48,05 | 155 | 62,11 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 9 249 | 0,02 | 279 | 9,45 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 50 336 | 0,32 | 1 559 | 12,97 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 34 567 | 120,52 | 1 042 | 140,97 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 70 122 | 2,64 | 2 113 | 12,21 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 120 135 | 0,16 | 3 621 | 9,50 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 47 020 | 38,36 | 1 | |||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 120 864 | 9,77 | 3 643 | 20,00 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 10 236 | 309 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 25 824 | 109,90 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 8 575 | 10,60 | 258 | 21,13 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 11 036 | 2,64 | 333 | 12,16 | ||||
| 2025-08-14 | 13F | UBS Group AG | 687 642 | 1,02 | 20 726 | 10,43 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 7 191 | 217 | ||||||
| 2025-07-22 | 13F | Joule Financial, LLC | 166 782 | 1,25 | 5 027 | 10,68 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 16 037 | 2,81 | 483 | 12,33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 132 115 | 6,40 | 64 262 | 16,32 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 40 875 | 5,36 | 1 232 | 15,15 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 8 351 | 0,11 | 252 | 9,61 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 41 191 | 10,32 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 11 966 | 16,84 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 56 760 | 7,85 | 1 711 | 17,93 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 25 951 | 0,48 | 782 | 9,83 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 377 | 57,08 | 11 | 83,33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 777 501 | 3,58 | 23 434 | 13,24 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 163 299 | 0,32 | 4 922 | 9,67 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 21 909 | 660 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 26 | 1 | ||||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 7 037 | 212 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 22 687 | 40,67 | 684 | 53,83 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 24 729 | 19,99 | 745 | 31,16 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 329 269 | 71 480,22 | 9 924 | 82 600,00 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 85 838 | 0,05 | 2 587 | 9,39 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 8 508 | 2,49 | 256 | 12,28 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 77 981 | 0,87 | 2 350 | 10,28 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17 828 | 16,37 | 537 | 27,25 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 162 991 | 0,28 | 4 913 | 7,72 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 662 657 | 1,39 | 19 972 | 10,84 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 156 440 | 3,19 | 4 715 | 12,83 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 20 138 | 607 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 84 966 | 2 561 | ||||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 12 949 | 27,68 | 390 | 39,78 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 131 559 | 3,54 | 3 965 | 132 066,67 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 254 | 219 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 749 377 | 2,12 | 22 586 | 11,64 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 14 550 | 0,32 | 439 | 9,77 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 42 778 | 5,90 | 1 315 | 17,83 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 146 | 95 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 45 818 | 17,88 | 1 396 | 30,35 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11 660 | 0,35 | 353 | 10,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 440 159 | 6,33 | 13 266 | 16,25 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 14 231 | 4,51 | 429 | 14,13 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 52 316 | 10,13 | 1 577 | 20,40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 30 144 | 7,31 | 909 | 17,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 704 | 1 802,70 | 21 | 2 000,00 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 22 457 | 0,00 | 1 | |||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 339 787 | 33,17 | 10 241 | 45,59 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 141 965 | 5,10 | 4 | 33,33 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 8 398 | 0,01 | 253 | 9,52 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13 001 | 2,73 | 392 | 12,36 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 73 445 | 3,28 | 2 214 | 12,91 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 15 489 | 44,12 | 467 | 57,43 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 111 154 | 0,18 | 3 350 | 9,55 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 59 664 | 3,54 | 1 798 | 13,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 790 | 30,82 | 325 | 43,17 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 39 468 | 1 190 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 83 202 | 66,27 | 2 508 | 81,80 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 20 338 | 9,61 | 613 | 19,77 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 54 462 | 188,34 | 1 641 | 215,58 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 372 272 | 146,91 | 11 220 | 169,91 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 66 838 | 33,46 | 2 014 | 45,94 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 55 938 | 320,81 | 1 686 | 360,38 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 179 825 | 2,12 | 5 420 | 11,64 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 40 664 | 6,44 | 1 226 | 16,33 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 72 015 | 5,69 | 2 171 | 15,55 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 41 694 | 1 257 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 257 688 | 51,10 | 37 907 | 65,18 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 82 420 | 510,56 | 2 484 | 567,74 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 57 482 | 13,59 | 1 733 | 24,16 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 100 | 3 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 100 | 33 | ||||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 452 | 14 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 115 876 | 12,81 | 3 492 | 23,35 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 32 739 | 1,80 | 987 | 11,29 | ||||
| 2025-08-25 | NP | SWYJX - Schwab Target 2055 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 1 720 265 | 1,72 | 51 849 | 11,21 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1 330 | 5 945,45 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 116 480 | 1 436,88 | 3 511 | 1 587,50 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 67 935 | 11,99 | 2 046 | 22,37 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 974 | 60 | ||||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 24 367 | 0,02 | 734 | 9,55 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 7 992 | 241 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 2 012 | 0,40 | 61 | 9,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 44 104 | 73,36 | 1 329 | 89,59 | ||||
| 2025-08-25 | NP | SWYOX - Schwab Target 2065 Index Fund | 623 430 | 5,88 | 18 790 | 15,74 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 8 473 | 8,81 | 255 | 19,16 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 704 543 | 4,68 | 21 235 | 14,43 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 9 295 | 0,98 | 280 | 10,67 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 247 722 | 11,27 | 7 466 | 21,66 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 11 528 | 347 | ||||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 3 071 | 0,13 | 93 | 9,52 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 11 089 | 0,08 | 334 | 9,51 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 113 375 | 19,98 | 3 417 | 31,17 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 64 760 | 0,17 | 1 952 | 9,48 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 76 | 2 | −94,29 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7 537 | 227 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 039 | 31 | ||||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 16 705 | 0,12 | 503 | 9,35 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 524 | 1,54 | 649 | 10,96 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 62 308 | 2,55 | 1 878 | 12,06 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 4 535 | 573,85 | 137 | 655,56 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 8 849 | 0,02 | 267 | 9,47 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 227 292 | 2,25 | 6 851 | 11,78 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 15 752 | 0,11 | 475 | 9,47 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 13 050 | 393 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 2 114 862 | 0,05 | 63 742 | 9,38 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 908 570 | 0,91 | 57 524 | 10,32 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 14 709 | 9,43 | 472 | 27,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18 707 | 44,90 | 1 | |||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 2 410 | 0 | ||||||
| 2025-08-11 | 13F | North Forty Two & Co. | 81 578 | 2,64 | 2 459 | 12,19 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 72 861 | 5,49 | 2 196 | 15,34 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 494 578 | 1,19 | 14 907 | 10,62 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 8 634 | 0,06 | 260 | 9,70 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 583 127 | 4,88 | 17 575 | 14,66 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 15 601 | 0,06 | 470 | 9,56 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 7 318 | 221 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 10 331 | 5,52 | 311 | 15,61 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 6 877 | 207 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 97 131 | 2,49 | 2 928 | 12,06 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 14 342 | 39,35 | 432 | 52,65 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 2 644 | 89 | ||||||
| 2025-07-25 | 13F | St. Louis Trust Co | 226 568 | 2,99 | 6 829 | 12,58 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 2 055 | 24,17 | 62 | 35,56 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 20 756 | 7,27 | 626 | 17,26 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 126 | 51,81 | 3 | 50,00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 23 579 | 5,95 | 650 | 9,80 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 8 734 | 263 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 34 276 | 1 033 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 124 163 | 9,13 | 3 742 | 23,54 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 16 999 | 169,10 | 512 | 194,25 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 82 336 | 5,51 | 2 482 | 15,34 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 69 873 | 0,39 | 2 106 | 9,75 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 75 184 | 80,32 | 2 266 | 97,21 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 14 515 | 437 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 172 420 | 2,02 | 5 197 | 11,53 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 40 958 | 6,12 | 1 234 | 15,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 27 797 | 7,63 | 838 | 17,56 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 10 639 | 1,51 | 321 | 11,11 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 197 | 0,51 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 40 218 | 1 212 | ||||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 75 786 | 9,89 | 2 284 | 20,15 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 2 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31 469 | 19,02 | 948 | 30,22 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 35 110 | 22,45 | 1 058 | 38,66 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 14 806 | 62,26 | 446 | 77,69 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 20 332 | 61,10 | 613 | 76,37 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 436 | 43 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 7 925 | 0,11 | 239 | 9,17 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 7 306 | 220 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5 163 | 156 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3 764 296 | 4,97 | 116 129 | 17,46 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 7 497 | 226 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 91 342 | 2 753 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 81 707 | 281,17 | 2 463 | 331,93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 18 092 | 545 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | −100,00 | ||||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 1 267 630 | 2,12 | 38 206 | 11,64 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 927 | 1 395,16 | 28 | 8,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 263 | 98 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 78 796 | 0,11 | 2 375 | 9,45 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 9 425 | 3,65 | 284 | 13,60 | ||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 84 736 | 2 554 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 281 835 | 1,56 | 8 503 | 16,23 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 22 381 | 6,72 | 675 | 16,61 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 437 596 | 4,62 | 13 189 | 14,38 |
