Grundlæggende statistik
| Institutionelle ejere | 565 total, 565 long only, 0 short only, 0 long/short - change of 6,58% MRQ |
| Gennemsnitlig porteføljeallokering | 0.8710 % - change of -0,92% MRQ |
| Institutionelle aktier (lange) | 178.095.910 (ex 13D/G) - change of 10,39MM shares 6,19% MRQ |
| Institutionel værdi (lang) | $ 4.971.098 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF (US:DFAE) har 565 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 178,095,910 aktier. Største aktionærer omfatter Retirement Systems of Alabama, Mather Group, Llc., Fmr Llc, UBS Group AG, Bank Of America Corp /de/, Mariner, LLC, Foster Group, Inc., Factory Mutual Insurance Co, Wealthspire Advisors, LLC, and Coldstream Capital Management Inc .
Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF (ARCA:DFAE) 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 18, 2025 is 31,75 / share. Previously, on September 19, 2024, the share price was 26,27 / share. This represents an increase of 20,86% 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
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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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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Centennial Bank/AR/ | 133 | 0,00 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 34.191 | -1,71 | 990 | 9,89 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 16.183 | 0,00 | 469 | 11,96 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 624 | 18 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1.764.427 | 10,37 | 51.080 | 23,42 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 59 | 2 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 35.821 | -59,86 | 1.037 | -55,11 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 8.833 | -72,21 | 256 | -68,98 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 54.057 | 8,90 | 1.400 | 11,12 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9.471 | 0,79 | 274 | 12,76 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 55.527 | 5,72 | 1.653 | 21,99 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 847 | -2,42 | 25 | 9,09 | ||||
| 2025-05-06 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 71.011 | 2.056 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 256.073 | 1,86 | 7.413 | 13,91 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 223.717 | 0,67 | 6.477 | 12,57 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 562.899 | 10,13 | 16.296 | 23,14 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 77.936 | 17,69 | 2.256 | 31,62 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 236.199 | 169,01 | 6.838 | 200,79 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 150.272 | -2,19 | 4.343 | 9,20 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 1.697.608 | -13,57 | 49.146 | -3,35 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 22.521 | 0,74 | 652 | 12,63 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 31.393 | 13,84 | 909 | 27,35 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 62.041 | 2 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 26.195 | 2,19 | 758 | 14,33 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11.587 | -3,79 | 335 | 7,72 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 7.567 | 219 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 200 | 0,00 | 6 | 0,00 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 679.475 | 1,79 | 19.671 | 13,82 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 166.786 | 0,00 | 4.828 | 11,81 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 444.832 | 23,72 | 12.878 | 38,34 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 258.097 | 29,43 | 7.472 | 44,73 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 29.704 | -8,64 | 860 | 2,14 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 185.711 | 3,25 | 5.376 | 15,46 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 149 | 0,00 | 4 | 33,33 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 235.229 | 2,46 | 6.810 | 14,57 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 155.398 | 0,54 | 4.499 | 12,42 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5.495 | 159 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 11.749 | 0,00 | 340 | 11,84 | ||||
| 2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 96.981 | 2.808 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 75.545 | 8,32 | 2.187 | 21,16 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1.107.843 | 24,40 | 32.072 | 39,11 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 58.844 | 0,03 | 1.704 | 11,82 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 368.560 | 0,34 | 10.670 | 12,20 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 354.296 | 0,07 | 10.257 | 11,90 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 817.775 | 0,43 | 23.675 | 12,30 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 269.425 | -0,96 | 7.800 | 10,73 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 655.714 | -0,81 | 18.983 | 10,92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 745.829 | 143,67 | 21.592 | 172,48 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 10.944 | 317 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 68.293 | 15,19 | 1.977 | 28,88 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 11.863 | 22,87 | 343 | 37,75 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 294.847 | -18,03 | 8.536 | -8,34 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 676.466 | 49,84 | 19.584 | 67,55 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-15 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 20.684 | -3,94 | 599 | 7,36 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 74.190 | -5,68 | 1.921 | -3,76 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 151.097 | 5,25 | 4.374 | 17,71 | ||||
| 2025-08-14 | 13F | Clg Llc | 19.350 | 0,00 | 560 | 12,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.079.940 | 7,79 | 60.214 | 20,53 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1.455 | 0,00 | 42 | 13,51 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 61.173 | -10,17 | 1.771 | 0,40 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 131.790 | 55,73 | 3.815 | 74,20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21.326 | 2,21 | 617 | 14,26 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1.093 | 38,88 | 32 | 55,00 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 27.183 | 192,38 | 787 | 227,50 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 15.928 | -6,28 | 461 | 4,77 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 727.083 | 0,13 | 21.049 | 11,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 136.277 | 82,01 | 3.945 | 103,56 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 235.098 | -1,29 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 153.118 | 35,76 | 4.433 | 51,78 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 79.790 | -2,00 | 2.310 | 9,59 | ||||
| 2025-07-29 | 13F | Schubert & Co | 8.414 | 0,01 | 244 | 11,98 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5.315 | -2,03 | 154 | 9,29 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 446.775 | -11,36 | 12.934 | -0,88 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1.114.524 | 3,23 | 32.265 | 15,43 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 116.272 | 80,44 | 3.366 | 101,80 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 506.033 | 80,46 | 14.650 | 101,78 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 772.818 | 10,24 | 22 | 22,22 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 8.166 | 24,35 | 236 | 38,82 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 5.176 | -7,26 | 150 | 8,76 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 452.375 | -1,02 | 13.096 | 10,68 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 16.109 | 41,69 | 466 | 58,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 25.639 | -8,76 | 742 | 2,06 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 114.703 | 10,20 | 3.308 | 30,24 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 7.873 | -31,86 | 228 | -24,08 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.871.896 | 25,08 | 54.191 | 39,86 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 257.995 | -1,40 | 7.469 | 10,25 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 12.129.964 | 13,91 | 351.162 | 27,37 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 448.410 | -15,34 | 12.981 | -5,33 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 93.855 | 11,01 | 2.717 | 24,18 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17.092 | -1,05 | 495 | 10,51 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 564.701 | 0,84 | 16.348 | 12,76 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11.476 | 0,76 | 332 | 12,93 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 35.405 | 0,00 | 1.025 | 11,79 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 12 | -15,38 | ||||||
| 2025-07-23 | 13F | Matisse Capital | 10.438 | 0,00 | 302 | 11,85 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37.489 | 3,52 | 1.124 | 16,86 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 1.697.608 | -13,57 | 49.146 | -3,35 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 21.504 | 13,93 | 623 | 27,46 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 170.053 | 8,28 | 4.923 | 21,08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26.201 | 3,52 | 759 | 15,73 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 670.251 | -0,82 | 19.404 | 10,90 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 144.115 | 0,56 | 4.172 | 12,45 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 316.464 | 11,64 | 9.162 | 24,84 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 93.258 | 80,46 | 2.700 | 101,79 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 28.795 | 14,44 | 834 | 27,96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30.090 | 84,64 | 871 | 106,89 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 10.185 | 295 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7.318 | 212 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 25.347 | 5,11 | 734 | 17,47 | ||||
| 2025-07-16 | 13F | Eastover Investment Advisors LLC | 19.470 | 0,00 | 564 | 11,71 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 82.941 | 0,67 | 2.401 | 12,62 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 85.772 | -6,49 | 2.483 | 4,59 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 67.864 | -1,99 | 1.965 | 9,60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 64.364 | -18,01 | 1.863 | -8,32 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 289.367 | -10,06 | 8.695 | 4,19 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 698.320 | 3,29 | 20.216 | 15,51 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 362.622 | -17,01 | 10.498 | -7,20 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 217.880 | 0,55 | 6.296 | 12,21 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 686.092 | 2,85 | 19.862 | 15,01 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 34.405 | 62,46 | 996 | 81,75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 20.193 | 136,73 | 1 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 74.096 | 23,12 | 2.145 | 37,94 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 23.486 | 680 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 274.713 | 9,01 | 7.953 | 21,89 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8.861 | 0,00 | 229 | 2,23 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 27.650 | 138,75 | 800 | 167,56 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 59.331 | 0,78 | 1.718 | 12,66 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 9.222 | 0,00 | 267 | 11,76 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 8.870 | 3,91 | 257 | 16,36 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 327.854 | 0,16 | 9.491 | 12,00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 64.212 | 0,00 | 1.859 | 11,79 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1.183 | 4.829,17 | 34 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 578.272 | 8,49 | 16.741 | 21,31 | ||||
| 2025-04-16 | 13F | Marshall Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 429.356 | 13,39 | 12.430 | 26,79 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 4.866 | -63,22 | 141 | -59,06 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1.080 | 0,00 | 31 | 14,81 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.793.035 | 21,70 | 51.909 | 36,08 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 419.172 | -5,40 | 12 | 9,09 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 194.522 | 69,88 | 5.631 | 89,98 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 45.188 | 1,61 | 1.308 | 13,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5.074.985 | 7,31 | 146.921 | 19,99 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 2.001 | 0,00 | 58 | 11,76 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3.528 | 0,00 | 102 | 12,09 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 54.835 | 283,73 | 1.587 | 330,08 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 350 | -36,94 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1.684.331 | -0,73 | 48.761 | 11,00 | ||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 213.560 | -0,75 | 6.195 | 11,22 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 7.571 | 0,00 | 196 | 2,08 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 56.262 | -3,55 | 1.629 | 7,81 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 408.224 | 2,00 | 11.818 | 14,06 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 847 | -36,79 | 22 | -38,24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 216.207 | -15,57 | 6.259 | -5,62 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 74.997 | 0,15 | 2.171 | 12,20 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 76.157 | 3,07 | 2.205 | 15,27 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 46.350 | -12,72 | 1.349 | -2,53 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 69.341 | 48,85 | 2.007 | 66,42 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 840.480 | -2,52 | 24.332 | 9,00 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 60.016 | 140,17 | 1.737 | 168,89 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 13.377 | 7,82 | 387 | 20,56 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 25.116 | -18,24 | 727 | -8,55 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 601.614 | 4,76 | 17.345 | 16,65 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 23.485 | 0,00 | 680 | 11,68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.241.762 | 2,41 | 36.359 | 15,82 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8.195 | 237 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 8.486 | 246 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 62 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 10.524 | -6,54 | 305 | 4,47 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 318.236 | 4,89 | 9.213 | 17,28 | ||||
| 2025-08-14 | 13F | Mairs & Power Inc | 9.850 | -21,37 | 285 | -12,04 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 48.083 | 9,13 | 1.392 | 21,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.123.325 | -2,64 | 33 | 10,34 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 15.965 | 462 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 29.940 | 26,89 | 867 | 41,97 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 526.905 | 8,66 | 15.254 | 21,50 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 370.668 | -3,12 | 10.731 | 8,33 | ||||
| 2025-04-17 | 13F | Inscription Capital, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 321.410 | 11,55 | 9.305 | 24,74 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 650.034 | 0,05 | 18.818 | 11,88 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 79.174 | 0,25 | 2.292 | 12,13 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 335.772 | 7,61 | 9.721 | 20,33 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 68.794 | -0,95 | 2.042 | 13,33 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 7.145 | 207 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 79.005 | 29,62 | 2.287 | 44,93 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 4.640 | 53,34 | 134 | 71,79 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 284.846 | -0,53 | 8.246 | 11,24 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 31 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 398.186 | 15,49 | 11.527 | 29,14 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 7.902 | 229 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 111.944 | 33,55 | 3.241 | 49,31 | ||||
| 2025-05-14 | 13F | JustInvest LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4.026 | 104 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 14.549 | 421 | ||||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 43.218 | 1.251 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 67.440 | 5,11 | 1.952 | 17,52 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | 0 | ||||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 18.765 | 85,00 | 486 | 88,72 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 276 | 8 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 16.010 | 0,00 | 463 | 11,84 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 51.097 | 1.479 | ||||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 8.685 | -1,56 | 252 | 10,53 | ||||
| 2025-04-14 | 13F | Investment Advisory Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 187.127 | 1,59 | 5.397 | 12,51 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 143.878 | 12,07 | 4.165 | 25,34 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 6.581 | -24,80 | 191 | -15,93 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8.518 | 0 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 12.892 | 0,77 | 373 | 12,69 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 164.468 | 4.761 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 41.177 | -25,86 | 1.192 | -17,05 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 135.374 | 1,78 | 3.919 | 13,83 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 218 | 0 | ||||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 368 | 0,00 | 11 | 11,11 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 216.573 | 3,46 | 6.270 | 15,69 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 50.757 | 17,20 | 1.469 | 31,04 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 8.662 | 0,00 | 224 | 2,28 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 116.713 | 6,00 | 3.379 | 18,53 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 566 | 16 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 901.424 | -1,07 | 26.096 | 10,63 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 65.034 | 0,47 | 1.883 | 12,36 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 271.933 | -29,77 | 7.872 | -21,48 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 14.181 | 411 | ||||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 624.910 | -8,38 | 18.091 | 2,45 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.913 | 0,00 | 171 | 11,76 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 53.533 | 1,32 | 1.550 | 13,31 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 16.043 | 0,02 | 0 | |||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 176.830 | 5.181 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 413 | 12 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 61.638 | -8,04 | 1.784 | 2,82 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 454.237 | 40,83 | 13.150 | 57,49 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 125.397 | 0,00 | 3.630 | 11,83 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 12.418 | -25,37 | 360 | -16,51 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 9.609 | 0,59 | 278 | 12,55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.281 | 0,47 | 37 | 15,63 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 139.629 | -5,46 | 4.042 | 5,73 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7.185 | 208 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39.072 | 7,43 | 1 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 20.816 | -11,12 | 603 | -0,66 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 153.806 | 8,85 | 4.453 | 21,71 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 91.049 | -19,01 | 2.636 | -9,45 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 753 | 22 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7.462 | 216 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 12.182 | 1,31 | 353 | 13,18 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 64.494 | -0,94 | 1.867 | 10,80 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 754.682 | 1,93 | 21.848 | 13,98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31.802 | -73,23 | 921 | -70,08 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 247.753 | 10,36 | 7.172 | 23,40 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 346.996 | 3,39 | 10.046 | 15,61 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 92.236 | -21,26 | 2.670 | -10,13 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 84.607 | -9,33 | 2.449 | 1,41 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 463.274 | 0,36 | 13.412 | 12,22 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 33.571 | -1,34 | 972 | 10,34 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 48 | 1 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 93.684 | -1,36 | 2.712 | 10,33 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 53.843 | 0,00 | 1.559 | 11,84 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 215.910 | 4,09 | 6.251 | 16,39 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 16.300 | 0,17 | 472 | 11,88 | ||||
| 2025-08-14 | 13F | Betterment LLC | 349.225 | -4,95 | 10 | 11,11 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 295.326 | -32,77 | 8.550 | -24,82 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 146.271 | 27,57 | 4.235 | 42,65 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 175.065 | 0,19 | 5.068 | 12,05 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 12.901 | 19,89 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 91.717 | -0,51 | 2.655 | 11,27 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 29.762 | 862 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20.288 | 29,69 | 587 | 44,94 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1.690 | 26,12 | 49 | 41,18 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 654 | 17,20 | 19 | 28,57 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 31.663 | 0,00 | 917 | 11,84 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 93.111 | 1,48 | 2.696 | 13,47 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 238.923 | 3,81 | 6.917 | 16,08 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 86.976 | 18,68 | 2.519 | 32,79 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 483.005 | 3,13 | 13.983 | 15,32 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 104.040 | 26,81 | 3.012 | 41,76 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 16.459 | -15,82 | 476 | -5,93 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 10.848 | 2,02 | 314 | 14,18 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 52.418 | 0,78 | 1.518 | 12,70 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 12.170 | 6,67 | 352 | 19,32 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 14.483 | -0,05 | 419 | 11,73 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 403.358 | 6,76 | 11.677 | 20,88 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 181.232 | 14,66 | 5.247 | 28,20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8.473 | 5,36 | 245 | 17,79 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 265.962 | 11,31 | 7.700 | 24,46 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 53.026 | -0,89 | 1.535 | 10,83 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 22.163 | -0,02 | 642 | 11,87 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 569.117 | 3,11 | 16.476 | 15,29 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 285.591 | -7,99 | 8.268 | 2,87 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 97.391 | -10,55 | 2.819 | 0,04 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 71.743 | -1,67 | 2.077 | 9,90 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 681.032 | 60,70 | 19.907 | 81,43 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2.610.903 | 0,51 | 75.586 | 12,39 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 79.185 | -2,35 | 2.292 | 9,19 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 188.322 | 4,09 | 5.452 | 16,37 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 19.760 | -3,39 | 572 | 8,13 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 322.097 | 193,35 | 9.327 | 228,30 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 153.083 | -3,42 | 4.432 | 7,99 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 10.135 | -18,15 | 293 | -8,44 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 12.667 | -17,08 | 367 | -7,34 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 49.441 | -0,38 | 1.431 | 11,45 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 36.230 | 6,84 | 1.049 | 19,50 | ||||
| 2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 143.967 | -1,05 | 4.168 | 12,90 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 290 | 8 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 293 | 0,00 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1.085.740 | 0,77 | 28.110 | 2,83 | ||||
| 2025-07-31 | 13F | City State Bank | 80.847 | 5,80 | 2.341 | 18,30 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 363 | 0,00 | 10 | 11,11 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 7.488 | -8,63 | 217 | 1,89 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.928 | 44,23 | 349 | 62,62 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17.789 | 11,15 | 515 | 24,15 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 82.994 | 0,24 | 2.403 | 12,09 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51.113 | 104,80 | 1.480 | 128,95 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 1.714.470 | 3,93 | 49.634 | 16,21 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 65.061 | -1,33 | 1.884 | 9,67 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 162.605 | -0,03 | 4.841 | 20,04 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 495 | 0,00 | 14 | 16,67 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 43.885 | 0,57 | 1.270 | 12,49 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 9.310 | 0,00 | 270 | 11,62 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1.709.564 | -13,00 | 49.492 | -2,71 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 115.276 | 2,00 | 3.337 | 14,05 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 32.559 | 12,39 | 943 | 25,60 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 374.162 | 4,53 | 11.075 | 19,28 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 9.693 | -9,50 | 281 | 1,08 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 137.371 | 23,38 | 3.977 | 37,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.659.408 | 8,83 | 48.040 | 21,69 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 15.950 | -0,12 | 462 | 11,62 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 285.802 | -0,44 | 8.274 | 11,32 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 13 | 0 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.332.326 | 1,58 | 67.521 | 13,59 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 13.941 | -95,86 | 404 | -95,38 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 397.760 | -0,94 | 11.515 | 10,77 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 551 | -2,30 | 16 | 7,14 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 16.724 | 2,10 | 484 | 14,15 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1.506.344 | 115,88 | 43.609 | 141,41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 15.493 | 20,43 | 449 | 34,53 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 495.410 | -1,05 | 14.342 | 10,65 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1.132.988 | 32.789 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15.927 | 0,01 | 461 | 11,89 | ||||
| 2025-06-03 | 13F | Invst, LLC | 19.770 | 25,36 | 512 | 27,75 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 77.079 | 11,09 | 2.231 | 24,22 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8.439 | -3,97 | 244 | 7,49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 962 | 151,17 | 28 | 200,00 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 78.339 | 4,53 | 2.268 | 16,86 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 29.943 | -8,54 | 1 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 155 | -97,37 | 4 | -97,37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 260.968 | -0,87 | 7.555 | 10,86 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1.305.684 | 0,41 | 37.800 | 12,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.051.180 | 28,20 | 30.432 | 43,35 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 916 | 0,00 | 27 | 13,04 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 70.025 | 12,48 | 2.027 | 25,82 | ||||
| 2025-08-01 | 13F | Motco | 3.544 | 104 | ||||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 47.787 | 3,69 | 1.383 | 15,93 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 83.794 | -4,19 | 2.426 | 7,11 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 217.753 | 0,93 | 6.304 | 12,86 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 87.525 | 28,12 | 2.534 | 43,27 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 19.961 | 44,24 | 578 | 61,17 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 231.124 | 127,48 | 6.691 | 154,41 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 4.140 | -49,89 | 120 | -44,13 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 583.847 | -0,26 | 16.902 | 7,66 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21.303 | 617 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 12.648 | 3,91 | 366 | 16,19 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 165.556 | -18,04 | 4.793 | -8,36 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 36.981 | 3,91 | 1.071 | 16,18 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 65.518 | -1,71 | 1.897 | 9,91 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 289.467 | 6,89 | 8.380 | 19,53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 430.492 | 4,92 | 12.462 | 17,31 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12.294 | 6,40 | 356 | 18,73 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 156.818 | -21,72 | 4.540 | -11,31 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 289.365 | -0,13 | 8.377 | 11,68 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 162.232 | 3,20 | 4.697 | 15,41 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 699.313 | 3,39 | 20.245 | 15,80 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 23.793 | 52,06 | 689 | 69,88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 21.007 | 33,10 | 608 | 49,02 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 236.097 | 7,00 | 6.835 | 19,66 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 636.449 | -0,85 | 18.425 | 10,87 | ||||
| 2025-04-29 | 13F | Mills Wealth Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 140.248 | 0,00 | 3.631 | 0,00 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 463.229 | 1,66 | 13.410 | 13,67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9.608 | 52,44 | 278 | 70,55 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 606.068 | 0,73 | 18 | 13,33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 926.209 | 8,42 | 26.814 | 21,23 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 6.019 | 1,24 | 174 | 13,73 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30.522 | 22,36 | 884 | 36,90 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 4.159 | 14,70 | 120 | 29,03 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1.509.084 | 10,43 | 43.688 | 23,48 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 712.989 | 32,15 | 20.641 | 47,77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 79.664 | 2,01 | 2.306 | 14,10 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3.777.597 | 0,35 | 109.361 | 12,21 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 8.354 | 0,00 | 242 | 11,57 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 227.154 | 7,45 | 6.576 | 20,15 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 11.075 | 0,00 | 321 | 17,15 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 60.262 | 1.745 | ||||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 62.651 | 6,45 | 1.622 | 8,64 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 76.067 | 2,83 | 2.202 | 14,99 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 125.008 | -0,23 | 3.171 | -0,22 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 26.399 | -1,02 | 764 | 10,72 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1.971.067 | -5,18 | 57.062 | 6,03 | ||||
| 2025-07-24 | 13F | Eastern Bank | 222 | 0,00 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 136 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 71.750 | 24,82 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 9.747 | -7,65 | 282 | 3,30 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13.150 | 8,69 | 381 | 21,41 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 14.420 | -1,49 | 417 | 10,32 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 222.257 | 1,94 | 6.434 | 14,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 8.276 | 291,30 | 240 | 342,59 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 96 | 0,00 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 178.036 | 1,64 | 5.154 | 13,65 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 22.093 | -3,28 | 640 | 8,12 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 577 | 17 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 29.757 | 14,13 | 861 | 27,56 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 62.983 | 10,45 | 1.823 | 23,51 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17.918 | 33,32 | 519 | 49,28 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3.613.675 | 0,20 | 104.616 | 12,05 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18.128 | 0,21 | 525 | 11,97 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 911.962 | -2,73 | 26.401 | 8,77 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 9.659 | 0,00 | 280 | 11,60 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 14.371 | 15,47 | 416 | 29,19 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 83.471 | -3,61 | 2.416 | 7,76 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 79.108 | -0,02 | 2.290 | 11,82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15.085 | -36,75 | 437 | -27,93 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 15.557 | -0,22 | 450 | 11,66 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 796.983 | 23.073 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21.178 | -42,21 | 548 | -41,01 | ||||
| 2025-08-05 | 13F | Burney Co/ | 28.844 | 228,67 | 835 | 267,84 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 175 | 5 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 506.684 | 78,28 | 14.669 | 99,35 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 20.864 | 15,38 | 604 | 29,06 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12.200 | 353 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 476.585 | 1,07 | 13.797 | 13,02 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 34.234 | 291,47 | 991 | 338,50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2.561.130 | 74.145 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 59.420 | -9,17 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 81 | 2 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 19.028 | -0,95 | 551 | 10,66 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 320 | 0,00 | 9 | 12,50 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 32.488 | -14,09 | 941 | -3,98 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 982.286 | 3,03 | 28.437 | 15,21 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 66.985 | -26,94 | 1.939 | -18,29 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16.200 | 0,00 | 469 | 11,69 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2.266 | -7,55 | 65 | 3,17 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 18.625 | 25,99 | 539 | 41,10 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 25.509 | 0,14 | 738 | 11,99 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 378.081 | -0,38 | 10.945 | 11,39 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1.334 | 0,00 | 39 | 11,76 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 266.563 | 25,01 | 7.736 | 40,13 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 225.808 | 6,11 | 5.846 | 8,30 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 6.932 | -30,92 | 201 | -22,78 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 521 | 0 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 56.577 | 10,05 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 467.152 | 17,08 | 13.524 | 30,92 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 181.273 | 1,71 | 5.248 | 13,72 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 106.812 | 3,01 | 3.092 | 15,20 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 391.008 | 1,82 | 11.320 | 13,85 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 13.875 | 0,95 | 402 | 12,96 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1.412 | 41 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 37.664 | 5,37 | 1.090 | 17,84 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 999.184 | 1,20 | 28.926 | 13,16 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 296 | 0,00 | 9 | 14,29 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 739 | 0,00 | 21 | 10,53 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 231.239 | 11,68 | 7 | 20,00 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 9.793 | 284 | ||||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 52.817 | -22,15 | 1.529 | -12,93 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1.697.608 | -13,57 | 49.146 | -3,35 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 438.329 | 13 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 17.734 | -4,09 | 513 | 7,32 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 109.184 | 13,18 | 3.161 | 26,55 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 238.844 | -0,63 | 6.931 | 15,63 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 216.573 | 3,46 | 6.270 | 15,69 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 151.054 | 8,76 | 4.373 | 21,64 | ||||
| 2025-08-08 | 13F | Creative Planning | 1.535.545 | -2,59 | 44.454 | 8,93 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1.058 | 0 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 106.932 | 9,72 | 3.096 | 22,67 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 632.947 | 6,39 | 18.368 | 28,05 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 84.471 | 9,08 | 2.445 | 22,01 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 156.995 | 12,76 | 4.545 | 26,11 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 24.992 | 1,40 | 724 | 13,32 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 963.671 | 34,69 | 27.897 | 50,59 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 39.920 | 6,96 | 1.156 | 19,57 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 71.408 | 415,77 | 2.067 | 477,37 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 21.492 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 6.126.711 | -0,14 | 177.368 | 11,67 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 11.390 | 339 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 19.864 | 12,91 | 575 | 26,37 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 74.564 | 10,13 | 2.159 | 23,17 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 26.378 | 764 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 24.721 | 735 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 101.781 | 0,43 | 2.947 | 12,31 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 68.597 | 10,25 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 133.166 | 0,24 | 3.855 | 12,10 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 173.904 | 18,90 | 5.035 | 32,96 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2.225 | 0,14 | 64 | 12,28 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 189.931 | 5,11 | 5.499 | 17,53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 374.342 | 1,38 | 10.837 | 13,37 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 129 | 0,78 | 4 | 0,00 | ||||
| 2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 213.154 | -4,34 | 6.171 | 6,97 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9.522.057 | -10,34 | 275.664 | 0,26 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 110.880 | 3 | ||||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 22.827 | 29,65 | 661 | 45,05 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 669.377 | 0,34 | 19.378 | 12,20 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 181.127 | 4,42 | 5.244 | 16,77 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 27.404 | -0,43 | 793 | 11,38 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 47.841 | 0,49 | 1.385 | 12,34 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 14.778 | -3,25 | 428 | 8,10 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 19.853 | 33,11 | 575 | 48,70 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 117.722 | -5,06 | 3.538 | 10,22 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 44.810 | 42,19 | 1.297 | 59,14 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 68.778 | -11,02 | 1.991 | -0,50 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 427.571 | 0,91 | 12 | 20,00 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 2.519.591 | 2,30 | 65.484 | 4,80 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 110.511 | 4,99 | 3.199 | 17,39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 218 | 6 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 292.656 | 7,38 | 8.472 | 20,09 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 | 100,00 | 6 | 150,00 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 72.019 | 19,99 | 2.085 | 34,19 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14.982 | -48,84 | 434 | -42,27 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15.615 | -10,29 | 452 | 0,44 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 92.586 | -2,43 | 2.680 | 9,12 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 66.125 | 1,80 | 1.914 | 13,86 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 14.966 | 0,67 | 433 | 12,76 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 20.781 | -14,89 | 602 | -4,91 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 73.166 | 0,59 | 2.118 | 12,48 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21.486 | 622 | ||||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 534.959 | -3,70 | 15.487 | 7,68 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 39.490 | 25,23 | 1.143 | 40,07 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 11.557 | 1,37 | 344 | 16,61 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 69.063 | -10,36 | 1.999 | 0,25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 310.200 | 96,56 | 8.980 | 119,83 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 96.748 | 1,42 | 2.801 | 13,41 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 283.313 | 0,37 | 8.202 | 12,22 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 96 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 384.965 | -0,48 | 11.145 | 11,28 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 974 | 314,47 | 28 | 366,67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 87.420 | -17,76 | 2.531 | -8,03 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 7.501 | 217 | ||||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 354.067 | -5,75 | 10.250 | 5,39 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 17.692 | -0,84 | 512 | 11,06 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 471.205 | -6,06 | 13.641 | 5,05 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 153.264 | 6,67 | 4.437 | 19,28 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 665.118 | 5,28 | 19 | 18,75 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 9.284 | 18,30 | 269 | 32,02 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 601.025 | 2,86 | 17.400 | 15,01 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 250.815 | -0,38 | 7.261 | 11,40 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 9.171 | 6,61 | 266 | 19,37 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 131.563 | 10,55 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 42.788 | -1,11 | 1.239 | 10,54 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 177.328 | 53.963,41 | 5.134 | 5,38 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 12.668.769 | 0,00 | 366.761 | 11,82 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46.835 | 4,22 | 1.356 | 16,51 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3.909 | -89,46 | 113 | -88,22 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 396.590 | 6,21 | 11.481 | 18,76 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 8.276 | 240 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 39.429 | 0,08 | 1.141 | 11,86 | ||||
| 2025-07-09 | 13F | Emprise Bank | 97.414 | 1.052,83 | 2.820 | 1.193,58 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 411.212 | 5,94 | 11.905 | 20,89 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 408 | 12 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13.952 | -2,90 | 404 | 8,63 | ||||
| 2025-04-09 | 13F | Archer Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7.487 | 142,93 | 217 | 173,42 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 15.134 | 25,32 | 438 | 40,38 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 734.397 | 4,00 | 21.261 | 16,30 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 74.660 | -1,00 | 2.161 | 10,71 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 2 | 0 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 255.997 | -0,59 | 7.411 | 11,16 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 1.094.058 | -12,88 | 31.673 | -2,58 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 125 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 606.532 | -0,28 | 17.559 | 11,51 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 879.739 | -4,14 | 25.468 | 7,19 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 1.590 | 46 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3.696 | -22,52 | 107 | -13,82 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 88.057 | 3,06 | 2.549 | 15,24 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 50.071 | 8,27 | 1.450 | 21,05 | ||||
| 2025-08-07 | 13F | Factory Mutual Insurance Co | 3.086.900 | 0,00 | 89.366 | 11,82 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 22.347 | -6,67 | 647 | 4,36 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 73.471 | 19,29 | 2.127 | 33,38 |
