Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF inkluderar Gladwyn Financial Advisors, Inc., Twelve Points Wealth Management LLC, Matrix Trust Co, Quadrature Capital Ltd, Kcm Investment Advisors Llc, SLT Holdings LLC, Summit Wealth Group Llc / Co, Glenmede Investment Management, LP, Clarion Wealth Managment Partners, LLC, Midwest Trust Co, Tribridge Partners Financial LLC, Quantinno Capital Management LP, Balboa Wealth Partners, BCO Wealth Management LLC, Joel Isaacson & Co., LLC, PUREfi Wealth, LLC, Savvy Advisors, Inc., Midwestern Financial, LLC /IA, Elser Financial Planning, Inc, och My Purposeful Wealth Corp. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Ritholtz Wealth Management | 8 761 | 1 177 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 881 | 253 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 82 | 51,85 | 11 | 83,33 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4 369 | 0,28 | 587 | 16,50 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3 700 | 36,38 | 497 | 58,79 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 15 602 | 0,07 | 2 097 | 16,32 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3 252 | 3,01 | 437 | 20,05 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 552 | 396,50 | 343 | 481,36 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 96 180 | 0,19 | 12 926 | 16,47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16 586 | 3,77 | 2 229 | 20,68 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 52 470 | 2,15 | 7 051 | 18,76 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 1 909 | 0,37 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 56 911 | 71,41 | 7 648 | 99,27 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 131 196 | 15,48 | 17 632 | 34,25 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19 972 | 4,50 | 2 684 | 21,45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3 199 | 430 | ||||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 40 181 | 44,95 | 5 400 | 68,51 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 3 765 | 6,15 | 506 | 16,36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 732 | 8,28 | 98 | 25,64 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20 885 | 0,52 | 2 807 | 16,87 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 2 949 | 396 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 13 902 | 1,04 | 1 868 | 17,48 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 58 229 | 58,78 | 7 825 | 84,60 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 24 439 | 3,63 | 3 284 | 20,47 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 831 | 3,86 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 39 834 | 11,51 | 5 353 | 29,64 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 310 | 96,20 | 42 | 127,78 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 532 | 206 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 334 809 | 0,99 | 44 995 | 17,40 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 171 | 0,59 | 23 | 15,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 166 | 29,55 | 291 | 50,78 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 672 | 225 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 9 643 | 11,22 | 1 296 | 29,24 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 235 | 10,05 | 1 644 | 27,94 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 67 852 | 1,16 | 9 119 | 17,61 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 936 | 0,21 | 260 | 16,59 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 23 281 | 1,50 | 3 129 | 17,99 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 22 | 3 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 66 613 | 1,71 | 8 952 | 18,24 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 855 | 0,59 | 115 | 16,33 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 483 | 0,62 | 65 | 16,36 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 88 | 193,33 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8 025 | 13,32 | 1 078 | 31,78 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 923 | 64,46 | 1 602 | 112,19 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2 416 | 325 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 14 999 | 37,34 | 2 016 | 59,67 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 4 809 | 0,38 | 646 | 16,82 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 55 495 | 8,82 | 7 458 | 26,52 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 623 | 8,71 | 218 | 26,74 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 46 083 | 0,20 | 6 193 | 16,50 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 305 | 58,03 | 41 | 81,82 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 31 810 | 46,20 | 4 275 | 69,94 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 31 435 | 0,08 | 4 224 | 16,33 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 212 | 29 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 10 213 | 17,54 | 1 373 | 36,65 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 130 272 | 2,97 | 17 507 | 19,71 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2 779 | 6,56 | 376 | 24,92 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 31 408 | 13,88 | 4 228 | 32,62 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 5 847 | 3,12 | 786 | 19,85 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 19 277 | 0,78 | 2 591 | 17,14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 203 | 29,40 | 565 | 45,74 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 56 782 | 4,93 | 7 834 | 20,30 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 1 936 168 | 0,05 | 260 202 | 16,32 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 290 435 | 2,81 | 39 032 | 19,53 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 78 240 | 1,32 | 10 515 | 17,80 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 154 | 524,35 | 1 902 | 625,95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 063 | 2,78 | 949 | 18,63 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 844 | 0,11 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 184 519 | 4,03 | 24 940 | 24,38 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 15 762 | 0,04 | 2 118 | 16,31 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 46 744 | 6 282 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 12 601 | 2,25 | 1 693 | 18,89 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1 976 | 7,45 | 266 | 25,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 706 | 498 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 469 | 63 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 255 | 65,58 | 125 | 635,29 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 556 | 2,23 | 1 015 | 18,85 | ||||
| 2025-07-16 | 13F | Flower City Capital | 40 381 | 0,97 | 5 427 | 17,37 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 008 | 5,79 | 673 | 23,03 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 94 | 13 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 524 | 19,09 | 470 | 37,43 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 6 022 | 2,31 | 809 | 18,97 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 19 204 | 4,15 | 2 581 | 21,07 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 069 | 0,63 | 278 | 17,30 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 524 685 | 32,95 | 204 902 | 54,56 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 456 | 1 588,89 | 61 | 1 933,33 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 847 | 786 | ||||||
| 2025-07-22 | NP | DIEFX - Destinations International Equity Fund Class I | 26 389 | 82,13 | 3 370 | 101,86 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 0 | 0 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3 622 | 12 389,66 | 487 | 16 100,00 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 60 | 20,00 | 8 | 60,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 369 | 0,27 | 50 | 16,67 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 381 | 9,95 | 454 | 27,89 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 42 | 6 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 1 531 | 209 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 119 | 19,00 | 16 | 36,36 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 678 | 360 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 179 522 | 1,24 | 24 | 20,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 485 | 39,22 | 334 | 61,65 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4 903 027 | 1,01 | 658 918 | 17,43 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 23 502 | 4,75 | 3 158 | 21,79 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 426 | 3 772,73 | 57 | 5 600,00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3 616 | 0,44 | 486 | 16,59 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 3 688 | 496 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5 187 | 697 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 100 | 9 900,00 | 13 | 18,18 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 374 | 453 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 30 000 | 58,73 | 4 032 | 84,57 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 182 | 428 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 199 | 4,19 | 27 | 18,18 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5 419 | 0,07 | 728 | 17,61 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 9 134 | 1 | ||||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 126 550 | 5 285,11 | 17 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 851 | 3,05 | 1 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 324 | 9,83 | 44 | 22,86 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 24 | 50,00 | 3 | 200,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 097 | 64,47 | 551 | 91,64 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 67 | 9 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 208 922 | 3,77 | 28 077 | 20,64 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 731 | 407,62 | 233 | 494,87 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 370 | 0,27 | 50 | 16,67 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 32 634 | 8,37 | 4 386 | 25,97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 97 | 977,78 | 13 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 523 | 66,89 | 473 | 94,65 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9 359 | 7,95 | 1 258 | 25,45 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 444 | 0,07 | 194 | 16,87 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 132 000 | 17 739 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 616 | 0,04 | 352 | 16,23 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 23 588 | 0,05 | 3 170 | 16,29 | ||||
| 2025-08-14 | 13F | Obsido Oy | 33 307 | 2,07 | 4 476 | 18,66 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 12 425 | 0,49 | 1 670 | 16,79 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 3 806 | 511 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 324 756 | 7,30 | 43 054 | 20,32 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4 741 | 0,57 | 637 | 17,10 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3 521 | 473 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14 388 | 184,40 | 1 934 | 230,99 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 5 137 | 0,10 | 690 | 16,36 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 45 053 | 22,68 | 6 055 | 40,32 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 19 | 58,33 | 3 | 100,00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 2 446 | 21,75 | 329 | 41,38 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 344 | 46 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 848 | 0,98 | 1 861 | 17,41 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 2 138 | 0,47 | 287 | 16,67 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 566 | 210 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 1 952 | 0,46 | 262 | 10,08 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 360 | 34,81 | 684 | 48,37 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 7 401 | 18,93 | 995 | 38,25 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 505 | 202 | ||||||
| 2025-07-24 | 13F | SLT Holdings LLC | 4 613 | 620 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 60 | 8 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 2 787 | 0 | ||||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 2 509 | 0,28 | 337 | 16,61 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 333 | 0,15 | 179 | 16,99 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 636 | 16,71 | 757 | 35,66 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 164 883 | 374,63 | 22 | 450,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 529 987 | 107,89 | 71 222 | 141,66 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 325 | 716 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9 750 | 0,96 | 1 310 | 17,38 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 220 | 30,95 | 30 | 52,63 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 8 402 | 0,71 | 565 | 11,46 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 1 538 | 207 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 574 | 212 | ||||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 8 682 | 120,97 | 1 167 | 156,83 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 59 | 1,72 | 8 | 16,67 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10 455 | 68,49 | 1 405 | 95,96 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 296 | 69,14 | 40 | 95,00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11 687 | 1 571 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 386 | 0,58 | 186 | 16,98 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 11 001 | 14,24 | 1 478 | 32,79 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 249 | 0,81 | 33 | 17,86 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 4 648 | 0,56 | 625 | 16,85 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2 068 | 280 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 500 | 8,84 | 336 | 26,42 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 370 | 5,63 | 1 | |||||
| 2025-07-21 | 13F | Family CFO Inc | 85 878 | 0,19 | 11 541 | 16,48 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 742 | 234 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 093 | 4,89 | 147 | 21,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 166 378 | 207,34 | 20 361 | 224,98 | ||||
| 2025-07-25 | NP | USIFX - International Fund Shares | 20 211 | 1 749,13 | 2 581 | 1 964,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 97 | 36,62 | 13 | 62,50 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 6 736 | 1,58 | 905 | 18,15 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 32 368 | 1,14 | 4 350 | 17,60 | ||||
| 2025-06-18 | NP | RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I | 164 883 | 374,63 | 19 855 | 396,62 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2 193 | 295 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 1 821 | 245 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3 843 | 0,65 | 1 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 11 731 | 3,27 | 1 577 | 20,03 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12 799 | 3 359,19 | 1 720 | 3 995,24 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 1 626 | 219 | ||||||
| 2025-08-11 | 13F | Summit Rock Advisors, LP | 2 645 | 355 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 331 | 5,75 | 45 | 25,71 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 16 | 2 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 70 840 | 3,16 | 9 520 | 19,93 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 18 657 | 2,03 | 2 507 | 18,65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 985 | 3,52 | 1 602 | 19,73 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 145 | 111,80 | 557 | 146,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 357 | 182 | ||||||
| 2025-08-08 | 13F | Family Firm, Inc. | 39 065 | 2,24 | 5 250 | 18,86 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 1 519 | 204 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 922 | 0,97 | 1 468 | 17,36 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 3 931 | 84,90 | 1 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 210 | 28 | ||||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 1 701 | 229 | ||||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 75 695 | 6,98 | 10 173 | 24,37 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 51 241 | 150,37 | 6 886 | 191,16 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 22 936 | 48,79 | 3 164 | 70,66 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 745 | 20,71 | 638 | 40,31 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 3 249 | 0,06 | 437 | 16,27 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 107 052 | 0,67 | 14 387 | 17,03 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | 0 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 71 313 | 1,29 | 9 584 | 17,76 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2 032 | 273 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 660 | 15,61 | 885 | 16,75 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 19 657 | 14,50 | 2 642 | 33,11 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 676 | 6,02 | 1 299 | 23,13 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 39 099 | 7,69 | 5 255 | 25,18 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2 474 | 13,59 | 333 | 32,27 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4 731 | 6,79 | 1 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 322 | 527,29 | 581 | 634,18 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 1 891 | 0,27 | 254 | 18,14 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 5 899 | 793 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 511 | 5 577,78 | 69 | 6 700,00 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3 198 | 36,03 | 427 | 48,26 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 917 | 5,88 | 392 | 23,27 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 3 712 | 1,70 | 499 | 18,29 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 63 | 8 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 30 409 | 9,83 | 4 087 | 27,69 | ||||
| 2025-03-31 | NP | FISMX - Fidelity International Small Cap Fund This fund is a listed as child fund of Fmr Llc 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 | 400 000 | 46 044 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2 634 | 361 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 7 965 | 3 785,37 | 1 070 | 4 552,17 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 25 764 | 3 462 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 115 | 2,07 | 1 225 | 17,69 | ||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 294 135 | 1,65 | 34 002 | 2,65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 932 | 25,02 | 797 | 45,44 | ||||
| 2025-08-08 | 13F | Creative Planning | 610 566 | 7,00 | 82 054 | 24,39 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5 043 | 1 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 460 | 0,35 | 478 | 13,54 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4 210 | 566 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 716 | 67,00 | 633 | 94,17 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 611 282 | 7,53 | 81 607 | 23,40 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 23 212 | 285,58 | 3 120 | 348,78 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14 648 | 0,21 | 1 969 | 16,52 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) | 32 535 | 45,04 | 4 372 | 68,61 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 72 725 | 19,77 | 9 773 | 39,24 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 160 000 | 6,67 | 21 502 | 24,00 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 2 094 | 10,38 | 281 | 28,31 | ||||
| 2025-08-14 | 13F | UBS Group AG | 581 325 | 4,29 | 78 124 | 21,25 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 389 | 455 | ||||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 37 505 | 0,27 | 5 040 | 16,56 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 117 026 | 0,62 | 15 727 | 16,97 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 24 | 50,00 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 55 392 | 79,06 | 7 444 | 108,17 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 584 | 213 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4 161 | 9,88 | 559 | 27,92 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 65 664 | 24,95 | 8 825 | 45,27 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 896 | 255 | ||||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 13 287 | 1,79 | 1 786 | 18,37 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 980 | 11,36 | 397 | 27,65 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 30 | 4 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 3 752 | 0,56 | 516 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 117 911 | 4,64 | 15 846 | 21,66 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 6 365 | 25,49 | 855 | 45,90 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 24 641 | 11,21 | 3 312 | 29,29 | ||||
| 2025-08-14 | 13F | Wit, Llc | 658 548 | 36,04 | 88 502 | 58,15 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 47 455 | 6 378 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 9 801 | 0,79 | 1 317 | 17,17 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 1 534 | 207 |
