Grundlæggende statistik
| Institutionelle ejere | 503 total, 503 long only, 0 short only, 0 long/short - change of 11,04% MRQ |
| Gennemsnitlig porteføljeallokering | 1.2838 % - change of -1,90% MRQ |
| Institutionelle aktier (lange) | 100.127.800 (ex 13D/G) - change of 9,15MM shares 10,06% MRQ |
| Institutionel værdi (lang) | $ 7.766.743 USD ($1000) |
Institutionelt ejerskab og aktionærer
American Century ETF Trust - Avantis International Small Cap Value ETF (US:AVDV) har 503 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 100,127,800 aktier. Største aktionærer omfatter Creative Planning, Savant Capital, LLC, Jones Financial Companies Lllp, Buckingham Strategic Partners, Colony Group, LLC, Accredited Investors Inc., Mason Investment Advisory Services, Inc., Envestnet Asset Management Inc, Modera Wealth Management, LLC, and Haverford Trust Co .
American Century ETF Trust - Avantis International Small Cap Value ETF (ARCA:AVDV) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 87,83 / share. Previously, on September 13, 2024, the share price was 68,23 / share. This represents an increase of 28,73% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | Savant Capital, LLC | 10,983,707 | 8.32 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 209.108 | -17,95 | 16.578 | -6,72 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 108.977 | -5,72 | 7.600 | 1,04 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 4.840 | 0,00 | 384 | 13,65 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 440.807 | 0,58 | 34.947 | 14,34 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 21.377 | -12,69 | 1.695 | -0,76 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 6.453 | -0,80 | 512 | 12,80 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 225.669 | -2,21 | 17.891 | 11,17 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 15.830 | 48,22 | 1.255 | 68,68 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8.715 | 0,00 | 674 | 10,49 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 10.064 | 0,03 | 798 | 13,69 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 55.606 | 24,88 | 4.408 | 41,96 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4.750 | 6,57 | 377 | 21,29 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 25.200 | 1.998 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 463.992 | 12,64 | 36.785 | 28,05 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1.811.931 | 9,16 | 143.650 | 24,09 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2.847 | 226 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 52.792 | 0,15 | 4.185 | 13,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 56.278 | -55,85 | 4.462 | -49,82 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10.983.707 | 2,28 | 870.788 | 16,27 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 300 | 24 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 177.349 | -2,12 | 14.060 | 11,28 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11.033 | -0,79 | 875 | 12,77 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 41.243 | -15,45 | 2.888 | -10,62 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 125.485 | 2,58 | 9.948 | 16,61 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 33.443 | -7,01 | 2.651 | 5,70 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 54.615 | 0,38 | 4.330 | 14,10 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 9.200 | 0,00 | 729 | 13,73 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3.287 | -48,93 | 261 | -41,96 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.837 | 1,21 | 225 | 14,87 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 65.398 | -7,02 | 5.185 | 5,69 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 320.652 | 0,77 | 25.421 | 14,56 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 60 | 0,00 | 5 | 0,00 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 3.195 | 0,00 | 253 | 13,96 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 153.583 | 0,51 | 12.176 | 14,26 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 0 | -100,00 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 65.001 | -0,29 | 5.153 | 13,35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5.093 | 16,20 | 404 | 32,13 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 4.174 | 0,00 | 331 | 13,40 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 187 | 0,00 | 15 | 7,69 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 18.684 | -2,37 | 1.481 | 11,02 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 100.731 | -2,74 | 7.986 | 10,55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 533 | 255,33 | 42 | 320,00 | ||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 3.262 | -7,38 | 252 | 6,33 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 8.291 | -1,05 | 657 | 12,50 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18.934 | 2,10 | 1.588 | 17,98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 473.118 | 38 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3.857 | 0,70 | 306 | 14,23 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 16.170 | -0,50 | 1.282 | 13,15 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 19.918 | -2,46 | 1.579 | 10,88 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 2.531 | 203 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 85 | 4.150,00 | 7 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 422.074 | 10,83 | 33.445 | 31,89 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 210 | 0,00 | 17 | 14,29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 268.428 | -10,52 | 21.281 | 1,71 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 87.600 | 6.945 | ||||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 82.655 | 23,92 | 6.553 | 40,87 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 139.297 | -6,14 | 11.043 | 6,71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 109.147 | 177,27 | 8.653 | 215,23 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 84.958 | -0,16 | 6.735 | 13,50 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 78.282 | -2,03 | 6.206 | 11,38 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 145.529 | 5,77 | 11.538 | 20,24 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 608 | 48 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 17.514 | -7,44 | 1.389 | 5,23 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 3.401 | 270 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17.902 | -0,58 | 1.419 | 13,07 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 26.677 | 320,44 | 2.115 | 413,11 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 6.186 | 19,44 | 490 | 35,73 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | Lam Group, Inc. | 10.255 | 14,84 | 813 | 30,71 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 22.218 | -24,23 | 1.761 | -13,85 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 197.255 | 10,05 | 15.264 | 26,19 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6.802 | -11,26 | 539 | 0,94 | ||||
| 2025-08-14 | 13F | Css Llc/il | 6.100 | 0,00 | 484 | 13,65 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 302.162 | 3,46 | 23.955 | 17,61 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 11.942 | 56,86 | 947 | 78,49 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.376 | 1.532,84 | 347 | 1.822,22 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10.860 | 0,93 | 861 | 14,67 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 235 | 0,00 | 19 | 12,50 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 175.217 | 0,64 | 13.891 | 21,15 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1.623.192 | 0,39 | 128.687 | 14,12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 40.838 | -2,98 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 162 | 14 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 4.676 | -0,32 | 371 | 13,15 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 2.999 | 238 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 431 | 0,00 | 34 | 13,33 | ||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 657.690 | -8,07 | 52.142 | 4,51 | ||||
| 2025-07-28 | NP | SPILX - Symmetry Panoramic International Equity Fund Class I Shares | 76.217 | 0,00 | 5.898 | 14,66 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Financial Architects, LLC | 2.760 | 219 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4.376 | 1,86 | 347 | 15,72 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1.176.012 | 0,99 | 93.234 | 14,81 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 232.271 | -5,73 | 18.414 | 7,17 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 421.957 | 12,56 | 33.453 | 27,96 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 115.495 | -9,30 | 9.157 | 3,11 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 4.954 | 37,96 | 393 | 56,80 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 5 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25.258 | -0,55 | 2.002 | 13,04 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 177.607 | 7,03 | 14.081 | 21,66 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 259.646 | -4,59 | 20.585 | 8,46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15.006 | 10,57 | 1.190 | 25,69 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 183.860 | -2,78 | 14.558 | 10,39 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6.002 | 476 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 19.514 | 15,17 | 1.547 | 30,99 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 11.444 | 18,95 | 907 | 35,37 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1.578 | 125 | ||||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 29.961 | 2,54 | 2.375 | 16,59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 486 | 1.925,00 | 38 | 3.700,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 57.842 | -30,19 | 4.586 | -20,65 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3.714 | 23,68 | 294 | 40,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1.053.451 | -5,95 | 83.518 | 6,91 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 302.932 | 7,02 | 24.016 | 21,66 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 40.442 | -24,65 | 3.129 | -13,59 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 554 | -42,71 | 45 | -33,82 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 21.331 | 2,23 | 1.691 | 16,22 | ||||
| 2025-07-09 | 13F | Exchange Bank | 8.629 | 0,00 | 684 | 13,81 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 100 | 8 | ||||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 27.349 | -45,52 | 2.168 | -38,07 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 245.782 | 3,56 | 19.500 | 17,81 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 13.613 | -42,30 | 1.079 | -34,37 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 64.158 | 6,49 | 5.086 | 21,07 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 532 | 56,93 | 42 | 82,61 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 540.154 | 2,56 | 42.597 | 15,97 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 66.714 | 14,80 | 5.289 | 30,53 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 68.161 | -37,83 | 5.404 | -31,12 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 92.402 | 0,32 | 7.326 | 14,04 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 360 | -38,78 | 29 | -31,71 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 12 | 0,00 | 1 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1.582 | 0,00 | 125 | 13,64 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13 | 1 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 42 | 3 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 158 | 13 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 33.817 | -67,58 | 2.681 | -63,14 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 143.518 | 43,85 | 11.378 | 63,55 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 4.667 | 0,00 | 370 | 13,85 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 125 | 10 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 114.987 | -0,11 | 9.116 | 13,55 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 719 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 345.835 | -7,52 | 27.418 | 5,13 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 169.616 | 1,60 | 13.447 | 15,50 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 51.926 | -8,46 | 4.117 | 4,04 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 2.913 | 231 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3.885 | 0,00 | 308 | 14,07 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 12.272 | 21,10 | 974 | 37,82 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 326 | 61,39 | 26 | 78,57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36.907 | 4,87 | 2.953 | 20,33 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1.514 | 120 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 303.109 | -2,34 | 24.030 | 11,02 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 300 | 0,00 | 24 | 15,00 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 16.102 | -3,19 | 1.277 | 10,09 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 64.444 | -0,75 | 5.109 | 12,83 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 43.883 | 0,41 | 3.479 | 14,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 280.710 | 77,12 | 22.255 | 101,36 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3.045 | 0,63 | 241 | 14,22 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 19.137 | 1,05 | 1.518 | 15,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 55 | 0,00 | 4 | 33,33 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 105.110 | 45,06 | 8.333 | 64,91 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 7.232 | -1,50 | 573 | 11,91 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3.685 | 0,00 | 292 | 14,06 | ||||
| 2025-08-14 | 13F | Betterment LLC | 99.278 | -6,70 | 8 | 0,00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 2.810 | 0,00 | 223 | 13,85 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 11.249 | -30,16 | 892 | -20,66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 82.109 | 7,75 | 6.510 | 22,49 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 43.527 | 60,37 | 3.451 | 82,35 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 5.000 | 396 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7.400 | -38,84 | 587 | -30,49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 2.564 | 203 | ||||||
| 2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R 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 | 21.822 | 0,00 | 1.583 | 8,95 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 2.815 | -7,37 | 223 | 5,69 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 5.018 | 0,00 | 398 | 13,75 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 110.191 | -88,66 | 8.736 | -87,11 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17.019 | 9,17 | 1.349 | 24,10 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 24.420 | 1.936 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 15.688 | -6,49 | 1.244 | 6,24 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 89 | 7 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 4.219 | -14,16 | 334 | -2,34 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4.906 | 389 | ||||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 19.671 | -12,16 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 175.860 | 0,00 | 13.942 | 13,68 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1.661.796 | 1,45 | 131.747 | 15,33 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 25.375 | 4,75 | 2.012 | 19,06 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 856 | 60 | ||||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 6.432 | 2,98 | 520 | 22,99 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4.425 | 5,16 | 351 | 19,45 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2.692 | 213 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 128.926 | -19,16 | 10.221 | -8,10 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 40 | 2,56 | 3 | 50,00 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 158.410 | 10,49 | 12.559 | 25,61 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 138.917 | 3,98 | 11.013 | 18,20 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 11.625 | 54,71 | 811 | 65,64 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 13.191 | 0,00 | 1.046 | 13,71 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19.368 | 2 | ||||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 103.323 | 12,50 | 8.191 | 27,27 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 108.154 | 42,35 | 8.574 | 61,83 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 15.492 | -0,48 | 1.228 | 13,18 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 144.159 | -0,94 | 11.429 | 12,61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 302 | 24 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9.340 | 1,28 | 740 | 15,09 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 22.584 | -12,62 | 1.790 | -0,67 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 10.811 | 15,44 | 857 | 31,24 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 330.653 | 8,23 | 26.214 | 23,04 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 12.260 | 19,32 | 972 | 35,61 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 5.755 | 17,02 | 456 | 33,33 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3.829 | 304 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1.964 | 0,61 | 156 | 29,17 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 19.024 | 29,10 | 1.522 | 44,40 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3.909 | 3,47 | 310 | 17,49 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 3.551 | 1,72 | 282 | 15,64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate 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 | 114.600 | 0,00 | 8.311 | 8,91 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 15.106 | 1,11 | 1.198 | 14,99 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 128.100 | 10.156 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 380 | 117,14 | 30 | 150,00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6.421 | 0,00 | 509 | 13,87 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 8.000 | 0,00 | 634 | 13,82 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 127.218 | 1,78 | 10.086 | 15,69 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 520 | 0,00 | 41 | 10,81 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 95.629 | 19,01 | 7.581 | 35,30 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5.463 | 26,46 | 433 | 43,85 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 601 | 48 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 237.808 | 9,97 | 18.853 | 25,02 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 21.441 | -2,51 | 1.700 | 10,83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20.424 | 444,79 | 1.619 | 520,31 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 21.455 | -9,86 | 1.719 | 3,56 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 111 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 58.966 | 13,67 | 4.675 | 29,22 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 64.808 | -6,94 | 5.138 | 5,79 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 163.195 | -2,15 | 12.938 | 11,25 | ||||
| 2025-05-14 | 13F | Studio Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 332.878 | 170,60 | 25.758 | 210,30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 108.321 | 41,42 | 8.588 | 60,78 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 521 | 0,00 | 41 | 13,89 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 71.735 | -14,39 | 5.687 | -2,67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10.451 | 829 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 15.144 | 149,28 | 1.201 | 183,69 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 15.375 | -5,13 | 1.220 | 7,88 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 51.523 | -2,45 | 4.085 | 10,89 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 | 0 | ||||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 2.899 | 0,10 | 230 | 13,93 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 113.379 | 40,47 | 8.989 | 59,70 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 7.690 | 0,00 | 610 | 9,34 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 30.285 | 8,07 | 2.401 | 22,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.173.301 | 0,50 | 172.299 | 14,25 | ||||
| 2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 244.530 | 7,86 | 17.733 | 17,48 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 252.608 | 3,51 | 20.027 | 17,66 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 16.780 | 0,00 | 1.298 | 14,66 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 10.018 | -5,02 | 794 | 8,03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 585.106 | -3,66 | 46.387 | 9,52 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 90.044 | 0,68 | 7.139 | 14,45 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 107.809 | 0,97 | 8.715 | 20,72 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 3.388 | -6,38 | 246 | 2,08 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 7.022 | 15,06 | 557 | 30,82 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 518.512 | -9,43 | 41.108 | 2,96 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9.123 | 636 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 23.080 | -3,96 | 1.830 | 9,19 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 52.193 | -5,78 | 4.138 | 7,09 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 19.930 | 35,49 | 1.580 | 54,15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 657.106 | 46,51 | 52.095 | 66,55 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 213.170 | 2,07 | 17.094 | 32,53 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 60.623 | -8,87 | 4.806 | 3,60 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 131.449 | -14,78 | 10.421 | -3,12 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 451.681 | -0,28 | 35.809 | 13,36 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 82.279 | 6.523 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 120.620 | 10,39 | 9.563 | 25,49 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 261.061 | 1,50 | 20.697 | 15,38 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 138.948 | 112,46 | 11.016 | 141,56 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 158 | 13 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7.776.974 | 25,65 | 613.293 | 40,51 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 209.508 | -1,31 | 14.611 | 5,76 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 151.152 | -1,06 | 11.983 | 19,65 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34.483 | 14,86 | 2.734 | 30,58 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 29.500 | 2.339 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1.264.280 | 5.474,92 | 100.232 | 6.239,78 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 86.252 | 7,95 | 6.674 | 23,80 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6.213 | 168,15 | 493 | 205,59 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 65.392 | 8,96 | 5.187 | 23,94 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21.205 | -0,87 | 1.681 | 12,74 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 20.832 | 140,72 | 1.652 | 173,80 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 448.149 | 1,05 | 31.254 | 8,29 | ||||
| 2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 4.463 | -23,93 | 354 | -13,69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 6 | 0 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 152 | -41,98 | 12 | -33,33 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2.455.994 | 0,98 | 194.711 | 14,80 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2.743 | -10,36 | 217 | 1,88 | ||||
| 2025-07-28 | NP | AVNV - Avantis All International Markets Value ETF | 111.837 | 661,57 | 8.654 | 774,04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30.077 | 32,74 | 2.385 | 50,89 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 18.893 | 24,49 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 3.619 | -3,34 | 287 | 9,58 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.967 | 156 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14.880 | 9,03 | 1.180 | 23,97 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 79.410 | -2,37 | 6.296 | 10,98 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 410.202 | 32.521 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1.317.162 | 0,57 | 104.425 | 14,33 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 69.302 | 4,54 | 5.494 | 18,84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3.670 | -9,83 | 291 | 2,47 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5.363 | 0,00 | 425 | 13,64 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 228 | 18 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 17 | 1 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 87.970 | -1,61 | 6.974 | 25,95 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 12.122 | 3,06 | 961 | 17,20 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3.807.743 | 5,73 | 301.871 | 20,19 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 674.075 | 1,65 | 53.441 | 15,56 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 4.000 | 0,00 | 317 | 14,03 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 15.120 | 112,27 | 1 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 31.649 | -8,34 | 2.509 | 4,19 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 78.836 | 0,76 | 6.243 | 14,91 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 27.898 | -0,54 | 1.946 | -0,56 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 86.493 | 3,67 | 6.857 | 17,86 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 27.438 | 97,17 | 2.175 | 124,23 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 159 | 0,00 | 13 | 9,09 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 170.192 | 10,30 | 13.493 | 25,39 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 70.472 | 1.354,83 | 5.587 | 1.557,86 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2.776 | 225 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 49.135 | 6,28 | 3.895 | 20,81 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 482.251 | -3,74 | 38 | 11,76 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 8.016 | 636 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6.948 | -79,57 | 551 | -76,80 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 601 | 48 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 388.265 | 46,38 | 30.782 | 66,41 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 292.219 | -4,43 | 23.167 | 8,65 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 5.002 | 397 | ||||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 3.720 | -12,33 | 295 | -0,34 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 39.026 | 15,63 | 3.094 | 31,45 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4.049 | 1,40 | 321 | 15,47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4.478 | 3,44 | 355 | 17,94 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 111.403 | 6,94 | 8.832 | 21,59 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2.779 | 225 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 78.420 | 1,22 | 6.217 | 15,09 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 76.817 | -18,61 | 6.090 | -7,47 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2.596 | 206 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 103.662 | 103,39 | 8.218 | 131,23 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 12.057 | -7,79 | 956 | 4,83 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 50.641 | -1,34 | 4.015 | 12,15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17.302 | 52,80 | 1.372 | 73,76 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2.260 | 0,00 | 179 | 14,01 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 31.207 | 7,24 | 2.474 | 21,93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.242 | -95,27 | 98 | -94,65 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 858.900 | 4,30 | 68.094 | 18,56 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 29.179 | 36,05 | 2.313 | 54,72 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 389.418 | 0,08 | 30.873 | 13,77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37.355 | -1,35 | 2.962 | 12,16 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 587.363 | -4,86 | 46.566 | 8,15 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 53.355 | 3,05 | 4.230 | 17,15 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 13.059 | -1,51 | 1.035 | 12,01 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2.249 | 141,31 | 178 | 178,13 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 10.407 | 250,52 | 825 | 298,55 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 16.414 | -5,66 | 1.301 | 7,25 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 3.486 | 0,00 | 277 | 13,58 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 182.237 | 2,63 | 14.448 | 16,67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81.529 | 5,00 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 21.828 | 0,04 | 1.731 | 13,74 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 33.155 | 7,86 | 2.644 | 38,89 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 82.490 | -1,41 | 6.540 | 12,08 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3.803 | 302 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 5.773 | 10,64 | 458 | 25,90 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 410 | 0,00 | 34 | 21,43 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 42.900 | 2.825 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3.974 | 112,06 | 315 | 142,31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 919 | 3.576,00 | 73 | 7.100,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 147.044 | -9,35 | 11.658 | 3,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8.299 | 1,85 | 1 | |||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 4.651 | -6,81 | 369 | 5,75 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 23.628 | 42,04 | 1.873 | 61,47 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 22.216 | 0,12 | 1.761 | 13,83 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 136.407 | 4,68 | 10.814 | 19,01 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 30.433 | 10,28 | 2.413 | 25,36 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 68.897 | -16,95 | 5.462 | -5,58 | ||||
| 2025-07-14 | 13F | Friday Financial | 86.406 | -1,73 | 6.850 | 11,62 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 86.402 | 17,96 | 6.850 | 34,08 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 80 | -25,23 | 6 | -14,29 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3.123 | 0,00 | 248 | 13,82 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 272.692 | -9,88 | 21.619 | 2,45 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 94.836 | 3,58 | 7.519 | 17,74 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 101.528 | 2,29 | 8.049 | 16,30 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 52.542 | 20,76 | 4.166 | 37,28 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 40.219 | 27,49 | 3 | 50,00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 53.133 | -3,32 | 4.212 | 9,92 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 28.371 | -0,81 | 2.249 | 12,79 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 36.767 | -1,35 | 2.915 | 12,12 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 940.441 | 36,53 | 74.558 | 55,21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 163.889 | -0,55 | 12.993 | 13,05 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 64.568 | -3,40 | 5.119 | 9,80 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 17.438 | 0,57 | 1.382 | 14,31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 38.629 | -0,56 | 3.063 | 13,03 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 68.307 | -5,45 | 5.415 | 7,48 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 51.458 | 12,34 | 4.080 | 27,71 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 13.866 | 1,22 | 1.099 | 15,08 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 196.628 | -1,70 | 15.589 | 11,75 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 89 | 0,00 | 7 | 16,67 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 13.163 | 0,00 | 1.044 | 13,74 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 155.023 | -1,15 | 12.290 | 12,38 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9.417 | -4,21 | 747 | 8,91 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 104.248 | 0,51 | 8.351 | 15,03 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 9.762 | -38,64 | 774 | -30,30 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 57.972 | 4,72 | 4.596 | 19,07 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 5.226 | 414 | ||||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 531.625 | 1,56 | 42.179 | 18,33 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 231.518 | 36,39 | 18.355 | 55,04 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2.579 | 171,19 | 204 | 209,09 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 6.914 | 548 | ||||||
| 2025-08-06 | 13F | S&t Bank/pa | 42 | 3 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 5.474 | 434 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1.810 | 0,00 | 143 | 13,49 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 40.579 | 1,84 | 3.217 | 15,80 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 123.431 | 3,49 | 9.786 | 16,35 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 622 | 35,22 | 49 | 53,13 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 50.298 | 9,34 | 3.988 | 24,28 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 340.110 | -1,85 | 27 | 8,33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8.079 | 217,07 | 641 | 261,58 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 712 | 8,37 | 56 | 24,44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 113.381 | 21,04 | 8.989 | 37,58 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 263.827 | -1,35 | 20.916 | 15,67 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 8.393 | 665 | ||||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 39.904 | -0,81 | 3.164 | 12,76 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 113.805 | 0,34 | 9.022 | 14,07 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 3.464 | 0,00 | 241 | 0,00 | ||||
| 2025-04-28 | 13F | Able Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 11.096 | -23,66 | 880 | -13,23 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2.492.034 | 0,34 | 197.568 | 14,07 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 623 | 0,00 | 49 | 13,95 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 117.624 | 7,93 | 9.325 | 22,70 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 40.796 | -3,07 | 3.234 | 10,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 3.270 | 228 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 5.486 | 0,00 | 435 | 13,61 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 33.985 | 15,88 | 2.694 | 31,74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 31.338 | -12,07 | 2.484 | -0,04 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 38.164 | 2,87 | 3.026 | 16,93 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.429 | 0,70 | 113 | 15,31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100,00 | 0 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 20.320 | 1,52 | 1.611 | 15,41 | ||||
| 2025-05-15 | 13F | Shakespeare Wealth Management, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 37.377 | 0,23 | 2.963 | 13,96 | ||||
| 2025-05-05 | 13F | Archer Investment Corp | 0 | -100,00 | 0 | |||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 16.024 | 1.270 | ||||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 715.192 | 1,39 | 50.435 | 10,36 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 51.647 | 19.918,22 | 4.095 | 57,95 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40.579 | 7,35 | 3.220 | 22,06 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 599.107 | 3,19 | 47.497 | 17,30 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 578.543 | 3,54 | 45.867 | 17,71 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 4.271 | 0,00 | 339 | 13,80 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 78 | 6 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 295.235 | 4,93 | 23.406 | 19,28 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 64.126 | 1,35 | 5.084 | 15,21 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3.118 | 0,06 | 247 | 13,82 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8.526 | 676 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 2.670 | 212 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 46.555 | -9,65 | 3.691 | 2,70 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4.937 | 391 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 12.392 | 3,81 | 982 | 18,03 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 63.295 | -1,47 | 5.267 | 11,78 | ||||
| 2025-07-09 | 13F | Leibman Financial Services, Inc. | 50.115 | 3.973 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 39.613 | 116,82 | 3.140 | 146,47 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12.756 | 21,40 | 1.011 | 38,11 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 136.023 | -0,57 | 10.908 | 14,33 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8.286 | 0,00 | 657 | 13,69 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35.932 | 36,80 | 3 | 100,00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 10.196 | 2,64 | 825 | 22,95 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 6.758 | -30,22 | 536 | -20,74 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 410.296 | -3,97 | 32.528 | 9,17 | ||||
| 2025-07-09 | 13F | Emprise Bank | 245.701 | 9,49 | 19.479 | 24,47 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 4 | 0 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3.093 | 0,00 | 255 | 14,86 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 83.363 | 0,20 | 6.609 | 13,91 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 75.701 | 6.002 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.552.546 | -0,73 | 281.646 | 12,85 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 204.299 | 0,26 | 16.197 | 13,97 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3.566 | 283 | ||||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 89.442 | 7,13 | 7.091 | 21,78 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 41.352 | 210,50 | 3.278 | 253,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 182.152 | 22,45 | 14.441 | 39,21 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6.233 | -0,08 | 494 | 13,56 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 5.221 | -0,13 | 414 | 13,46 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 27 | 3,85 | 2 | 100,00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 2.692 | 213 | ||||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 60.887 | 4.827 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37.969 | 2,10 | 3.010 | 16,08 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 598.287 | 0,37 | 47.432 | 14,10 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 338 | -65,19 | 27 | -61,19 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 68.377 | -2,65 | 5.421 | 10,66 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 24.695 | 6,09 | 1.958 | 20,58 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 19.654 | 7,52 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 150 | 0,00 | 12 | 10,00 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 54.971 | -4,02 | 4.358 | 9,11 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 22.341 | 8,66 | 1.771 | 23,59 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10.533 | 35,14 | 835 | 53,78 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 8.836 | 2,95 | 701 | 17,06 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 83.405 | 1,88 | 6.612 | 15,82 | ||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R 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 | 128.889 | 0,00 | 9.347 | 8,93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39.964 | 3.168 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 186.803 | 65,52 | 15 | 100,00 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 6.517 | 2,55 | 517 | 16,48 | ||||
| 2025-07-30 | NP | CCMG - CCM Global Equity ETF | 657.690 | -7,69 | 50.892 | 5,86 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 826 | 6,31 | 66 | 20,37 | ||||
| 2025-08-08 | 13F | Creative Planning | 18.388.604 | 27,31 | 1.457.848 | 44,73 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 270.620 | 4,66 | 21.455 | 18,97 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 75.627 | 36,68 | 5.996 | 55,42 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 14.671 | -25,13 | 1.235 | -14,84 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3.055 | -2,68 | 242 | 11,01 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 19.331 | 0,00 | 1.533 | 13,65 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2.662 | 211 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3.784 | 1,86 | 300 | 15,83 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 69.973 | 5.547 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 85 | 1,19 | 7 | 20,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 9 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 781 | -51,52 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 281 | 1,81 | 22 | 15,79 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 103.791 | 16,40 | 8.229 | 32,33 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1.267 | -31,73 | 100 | -22,48 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 55.362 | -34,46 | 4.389 | -25,48 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 36 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 920 | 305,29 | 73 | 380,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 86.154 | -3,36 | 6.830 | 9,86 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3.075 | 244 |
