Grundlæggende statistik
| Institutionelle ejere | 600 total, 600 long only, 0 short only, 0 long/short - change of 6,93% MRQ |
| Gennemsnitlig porteføljeallokering | 1.6474 % - change of -4,11% MRQ |
| Institutionelle aktier (lange) | 242.508.140 (ex 13D/G) - change of 4,79MM shares 2,02% MRQ |
| Institutionel værdi (lang) | $ 6.798.970 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF (US:DFAX) har 600 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 242,508,140 aktier. Største aktionærer omfatter Colony Group, LLC, LPL Financial LLC, Envestnet Asset Management Inc, Geometric Wealth Advisors, Allworth Financial LP, Monograph Wealth Advisors, Llc, Glenmede Investment Management, LP, Glenmede Trust Co Na, Commonwealth Equity Services, Llc, and Great Waters Wealth Management .
Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF (ARCA:DFAX) 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 31,35 / share. Previously, on September 16, 2024, the share price was 26,34 / share. This represents an increase of 19,02% 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.
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.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 44.108 | 10,59 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 31.159 | -22,87 | 915 | -13,52 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 465 | 14 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 843.365 | 4,04 | 24.770 | 16,63 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 621.073 | 5,09 | 18.241 | 17,81 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 183.547 | -0,13 | 5.391 | 11,94 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 47.286 | 15,74 | 1.389 | 29,72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 60.773 | -5,00 | 1.785 | 6,44 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1.174 | 0,00 | 34 | 13,33 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 175.613 | 0,40 | 5.158 | 12,55 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 745.315 | 0,00 | 21.890 | 12,10 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10.964 | 1,26 | 322 | 13,78 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7.678 | 0,00 | 226 | 11,94 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 2.086.502 | -3,77 | 61.281 | 7,87 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 14.248 | -43,39 | 418 | -36,57 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 79.061 | 34,21 | 2.313 | 48,59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 229.673 | 143,15 | 6.745 | 172,64 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 2.187.499 | 3,34 | 64.247 | 15,84 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 76.595 | 0,89 | 2.250 | 13,07 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 36.388 | -2,03 | 1.069 | 9,76 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 12.130 | 0,00 | 356 | 12,30 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 8.956 | 0,07 | 263 | 12,39 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 7.732 | 227 | ||||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 120.346 | -1,15 | 3.514 | 10,19 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 15.234 | 0,04 | 447 | 12,31 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 22.903 | 1,26 | 673 | 13,51 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 13.766 | 0,00 | 404 | 12,22 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7.312 | 1,25 | 215 | 27,38 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 370.708 | 1,73 | 10.888 | 14,04 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 19.010 | -2,10 | 558 | 9,84 | ||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 12.023 | 0,03 | 353 | 12,42 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7.036 | 207 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 208 | -82,78 | 6 | -80,65 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 394.556 | -36,97 | 11.588 | -29,34 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11.800 | 347 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 933.080 | -3,20 | 27.405 | 8,51 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 3.319 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1.252.551 | 13,81 | 36.787 | 27,59 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 392.933 | 0,42 | 11.540 | 12,57 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 176.477 | -0,09 | 5.183 | 12,02 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1.225 | 0,00 | 36 | 9,38 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 10.978 | -6,44 | 321 | 11,46 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 84.850 | 0,84 | 2.492 | 13,07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 93.423 | -0,36 | 2.744 | 11,69 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2.080 | 1,22 | 61 | 15,09 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 36.989 | 0,45 | 1.086 | 12,66 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 29.119 | -8,80 | 855 | 2,27 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 15.980 | 469 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 64.231 | 1.886 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 2.917.896 | 645,48 | 85.699 | 735,67 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 11.033 | -30,51 | 324 | -22,12 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 29.950 | 0,00 | 880 | 12,12 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 25.090 | 1 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 629.629 | -1,11 | 18.492 | 10,86 | ||||
| 2025-07-22 | 13F | JP Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 39.133 | 4,46 | 1.149 | 17,13 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 950.768 | 0,23 | 27.924 | 12,36 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 21.227 | -4,01 | 623 | 7,60 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 13.500 | -2,60 | 400 | 19,05 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 96.697 | 610,17 | 2.840 | 697,47 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 38.077 | 0,00 | 1.118 | 12,14 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 1.657.619 | 6,55 | 48.684 | 19,45 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 516.211 | 18,81 | 15.161 | 33,19 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 112.020 | -1,16 | 3.290 | 10,81 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 13.483 | 0,00 | 396 | 11,90 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 705.703 | -6,99 | 20.726 | 4,27 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 491.243 | -1,55 | 14.428 | 10,36 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 60.743 | 1.784 | ||||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 307.768 | -4,85 | 9.039 | 6,67 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 47.127 | -0,80 | 1.384 | 11,25 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1.960.626 | 0,05 | 57.584 | 12,15 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 64.225 | 12,50 | 1.886 | 26,15 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 58.115 | -3,19 | 1.707 | 8,52 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 106.159 | -0,36 | 3.118 | 11,68 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 354.400 | 0,50 | 10.409 | 12,65 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 2.399.324 | 2,96 | 70.468 | 15,42 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 12.701 | 0,15 | 373 | 12,35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.575.318 | 4,51 | 46.267 | 17,15 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 11.120 | 11,38 | 291 | |||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 309.426 | -0,41 | 9.088 | 11,63 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 107.342 | -0,57 | 3.153 | 11,46 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 207.535 | -6,04 | 6.095 | 5,32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 183.256 | -2,37 | 5.382 | 9,46 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 1.766.764 | -10,88 | 46.289 | -6,08 | ||||
| 2025-07-29 | 13F | Schubert & Co | 37.992 | -46,09 | 1.116 | -39,60 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 294 | -93,10 | 9 | -92,79 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4.649 | -33,61 | 137 | -25,68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 79.886 | 19,83 | 2.346 | 34,36 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7.512 | 221 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 498.568 | -1,65 | 14.643 | 10,24 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 103.624 | -0,35 | 3.043 | 11,71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 65.643 | 56,51 | 1.928 | 75,50 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 43 | 1 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 159 | 0,00 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 727.846 | 2,09 | 21.377 | 14,44 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 334.815 | -1,67 | 10 | 12,50 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5.388 | 0,00 | 158 | 12,06 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1.338.253 | -26,97 | 39.305 | -18,13 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 66.529 | -0,02 | 1.954 | 12,05 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 100.741 | -3,36 | 2.959 | 8,31 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 4.911 | 0,00 | 144 | 12,50 | ||||
| 2025-08-14 | 13F | RBF Capital, LLC | 140.000 | -15,15 | 4.112 | -4,90 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 28.765 | -1,16 | 845 | 10,76 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 1.150.877 | 0,39 | 33.801 | 12,53 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 46.758 | 7,43 | 1.373 | 20,44 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 414.382 | -8,21 | 12.171 | 2,90 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 86.891 | -3,81 | 2.552 | 7,82 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.426.569 | -0,78 | 41.898 | 11,22 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7.477 | 0,84 | 233 | 12,62 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 416.500 | -7,80 | 12.233 | 3,35 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 669.643 | -4,99 | 20.290 | 5,26 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1.174.996 | 10,75 | 34.369 | 29,68 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 241.280 | -1,40 | 7.086 | 10,53 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 69.080 | -0,98 | 2.029 | 11,00 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1.954 | 41,59 | 57 | 58,33 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 81.210 | 0,04 | 2.385 | 12,18 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 222.123 | -0,21 | 6.524 | 11,87 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 36.105 | 0,00 | 1.060 | 12,17 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 12.002 | 0,00 | 352 | 12,10 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 680.341 | 10,55 | 19.982 | 23,93 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 88.081 | 0,77 | 2.587 | 12,93 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 232.369 | -5,99 | 6.825 | 5,39 | ||||
| 2025-04-16 | 13F | Mogy Joel R Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 60.457 | 0,00 | 1.776 | 12,13 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 12.484 | 62,17 | 367 | 82,09 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 72.209 | -20,31 | 2.121 | -10,70 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 22.105 | -0,40 | 649 | 11,70 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 349.960 | -5,23 | 10.278 | 6,24 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2.447.433 | -8,28 | 71.881 | 2,82 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 12.189 | 0,00 | 358 | 11,91 | ||||
| 2025-08-05 | 13F | Jessup Wealth Management, Inc | 12.324 | 0,00 | 362 | 12,11 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 248.081 | 8,93 | 7.286 | 22,13 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17.094 | 0,77 | 502 | 13,06 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3.792.745 | -0,65 | 111.393 | 11,37 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 54.596 | 7,18 | 1.603 | 20,16 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 10.206 | -2,21 | 267 | 3,09 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 21.106 | -17,79 | 642 | -7,24 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 15.439 | -2,32 | 453 | 9,42 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 92.242 | 6,62 | 2.709 | 19,55 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 35.606 | 2,57 | 1.046 | 14,96 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 68.678 | -1,01 | 2.017 | 11,01 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4.574 | 0,00 | 134 | 12,61 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19.290 | 567 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 119.700 | -2,78 | 4 | 0,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8.422 | 0,08 | 221 | 5,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3.038 | 86,49 | 89 | 111,90 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 11.303 | 332 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 21.041 | 0,27 | 618 | 12,39 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 605.851 | -3,06 | 17.794 | 8,67 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5.722 | 1,15 | 168 | 13,51 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 297.403 | -13,15 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 507.458 | -0,68 | 15 | 15,38 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 20.468 | -1,03 | 601 | 11,09 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 12.287 | 0,00 | 362 | 14,92 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 84.466 | 0,09 | 2.481 | 12,22 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 160.619 | -3,74 | 4.717 | 7,92 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 117.940 | 0,00 | 3.464 | 12,07 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 60.318 | -3,98 | 1.772 | 10,83 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 6.964 | 205 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 12.634 | 0,00 | 371 | 12,08 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 10.486 | 0,00 | 308 | 12,04 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 46.761 | 0,01 | 1.373 | 12,17 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 121.686 | 2,03 | 3.574 | 14,37 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3.398 | 100 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1.069.626 | 31.415 | ||||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 36.170 | -0,72 | 1.062 | 11,32 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 264.602 | -0,30 | 7.771 | 11,76 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 108.419 | 0,71 | 3.184 | 12,91 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 63.381 | 1,25 | 1.861 | 13,48 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 17.893 | 526 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16.219 | 476 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9.111 | 268 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 15.630 | 0,75 | 458 | 7,28 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 110.896 | -11,78 | 3.257 | -1,09 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 4.716 | 1,27 | 139 | 13,11 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 1.096.575 | -0,42 | 32.206 | 11,63 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 261.736 | 50,47 | 7.687 | 68,69 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 214.076 | -2,04 | 6 | 20,00 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 78.533 | -0,17 | 2.307 | 11,94 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 196.488 | 2,64 | 5.771 | 15,05 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 309.086 | -3,46 | 9.078 | 8,19 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 25.607 | -7,23 | 752 | 4,01 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 22.303 | 0,00 | 655 | 12,16 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 8.062 | 237 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 80.643 | -0,31 | 2.366 | 11,66 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 3.001.123 | -5,60 | 88.143 | 5,75 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 34.220 | -2,10 | 1.005 | 9,84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 803.499 | -2,00 | 23.808 | 10,83 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 9.717 | 0,00 | 285 | 12,20 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8.401 | 247 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 1.893 | 56 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 66.146 | -6,12 | 1.943 | 5,20 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 20.062 | -10,96 | 589 | -0,17 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 150.192 | 0,30 | 4.393 | 11,53 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2.752.510 | 0,11 | 80.841 | 12,22 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3.459.555 | -2,39 | 101.607 | 9,42 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4.058.842 | 18,02 | 119.208 | 32,30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2.040.938 | 59.942 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 47.614 | -1,47 | 1.398 | 10,43 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 321.879 | -1,04 | 9.454 | 10,94 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 215.345 | -4,90 | 6.325 | 6,61 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 15.285 | 449 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 330.741 | -4,44 | 9.714 | 7,12 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1.240.838 | -6,35 | 36.443 | 4,98 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 118.955 | -13,13 | 3.494 | -2,62 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 42.155 | 84,30 | 1.238 | 106,68 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 9.204 | 0 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 40.123 | 1,24 | 1.178 | 13,49 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 74.206 | 525,26 | 2.179 | 602,90 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 1.540 | 45 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10.917 | 21,33 | 321 | 36,17 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 4.071 | -7,92 | 120 | 3,48 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 44.430 | 286,62 | 1.305 | 333,22 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 38.726 | 0,00 | 1.137 | 12,13 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 1.580.414 | -5,90 | 46.417 | 5,48 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 46.923 | 1.378 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 13.816 | 1,26 | 406 | 13,45 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 504.241 | 4,25 | 14.810 | 16,86 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 24.700 | 1,95 | 725 | 14,35 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 48.888 | 0,00 | 1.436 | 12,11 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 589 | 1,20 | 17 | 13,33 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 824.655 | -1,31 | 24.220 | 10,63 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 186.812 | -8,55 | 5.487 | 2,50 | ||||
| 2025-05-15 | 13F | Headinvest, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 115.123 | -6,44 | 3.381 | 10,56 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 390.756 | 0,00 | 11.477 | 12,10 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 14.168 | -3,07 | 416 | 8,90 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 15.052 | 4,49 | 442 | 17,24 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7.249 | -8,25 | 213 | 2,42 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 14.887 | -1,28 | 437 | 10,63 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 242.051 | -34,34 | 7.109 | -26,39 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 425.066 | 5,26 | 12.484 | 18,00 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 266.308 | -1,83 | 7.821 | 10,05 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9.174 | 5,10 | 0 | |||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 52.284 | -0,45 | 1.536 | 11,56 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 408.588 | 9,86 | 12.000 | 23,15 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1.477.428 | -74,28 | 43.392 | -71,17 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 23.617 | 1,03 | 694 | 13,24 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11.387 | -22,33 | 334 | -13,02 | ||||
| 2025-08-14 | 13F | Betterment LLC | 372.368 | 26,44 | 11 | 42,86 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 72 | 0,00 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 12.971 | 18,09 | 381 | 32,40 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 7.420 | 218 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 39.949 | 0,23 | 1.173 | 12,36 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 36.002 | -4,45 | 1.057 | 7,09 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 32.750 | -5,54 | 1 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 1.464.348 | -1,17 | 43.008 | 10,79 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5.974 | -78,64 | 175 | -74,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 400.328 | -2,41 | 11.758 | 9,40 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 22.799 | -3,74 | 670 | 7,90 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 620.140 | 6,69 | 18.214 | 19,60 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 25.478 | 748 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 4.087.877 | -0,80 | 120.061 | 11,20 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 9.853 | -17,49 | 289 | -7,37 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1.699.457 | 32,97 | 49.913 | 49,06 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 5.095 | -12,09 | 150 | -1,32 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 15.247 | 0,00 | 448 | 12,03 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 519.382 | -2,00 | 15.254 | 9,85 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 27.171 | 0,93 | 798 | 13,19 | ||||
| 2025-08-08 | 13F | Renasant Bank | 15.353 | 0,00 | 451 | 11,94 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 37.587 | 0,00 | 1.104 | 12,09 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 677.533 | -0,97 | 19.899 | 11,01 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 7.297 | -10,73 | 214 | 0,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 91.508 | -4,18 | 2.688 | 7,39 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 30.127 | -12,02 | 885 | -1,45 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 5.369 | -42,54 | 158 | -35,66 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 42.088 | 3,29 | 1.236 | 15,84 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 19.943 | -9,28 | 586 | 1,74 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 25.554 | 6,11 | 751 | 19,05 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 47.965 | 72,27 | 1.409 | 103,47 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 6.914 | -40,39 | 203 | -33,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12.921 | 4,21 | 379 | 16,98 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 16.724 | 0,18 | 495 | 15,38 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 200.487 | -2,33 | 5.888 | 9,48 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9.153 | -0,11 | 269 | 11,67 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 7.612 | 224 | ||||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1.865.729 | 4,31 | 54.796 | 16,93 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 3.538.198 | 0,08 | 103.917 | 12,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50.981 | 0,17 | 1.497 | 12,30 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2.850.542 | -2,26 | 83.720 | 9,57 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 8.585 | 0,00 | 252 | 12,50 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 150.592 | 0,40 | 4.423 | 6,25 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 22.136 | 650 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 24.567 | -1,46 | 722 | 10,41 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 21.699 | -0,47 | 637 | 11,56 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 14.464 | -16,06 | 425 | -5,99 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 102.463 | 0,00 | 3.009 | 12,11 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 1.830.211 | 1,97 | 53.753 | 14,30 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 24.827 | -59,12 | 729 | -54,18 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 17.803 | -6,72 | 523 | 4,40 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 51.752 | 0,19 | 1.520 | 12,27 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 58.564 | -1,26 | 1.720 | 10,68 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 112.697 | -0,39 | 3.310 | 11,64 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 211.114 | -1,24 | 6.200 | 10,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 555.439 | 38,94 | 15.800 | 50,85 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 4.219 | 1,01 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8.556 | 0,00 | 251 | 12,05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 620.649 | 17,85 | 18 | 38,46 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9.062 | 16,39 | 266 | 31,03 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 246.028 | -0,56 | 7.226 | 18,72 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 833.432 | 0,39 | 24.478 | 12,53 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 759 | 0,00 | 22 | 15,79 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 65.802 | -1,69 | 1.933 | 10,21 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 8.199 | -1,00 | 241 | 11,11 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7.615.838 | -1,11 | 223.677 | 10,86 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 5.919 | -6,77 | 174 | 4,22 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 8.464 | 0,00 | 249 | 12,22 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9.067 | 0,00 | 266 | 12,24 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 1.438.802 | 3,50 | 42.258 | 16,02 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 133.749 | 1,02 | 3.928 | 13,26 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1.647.049 | 5,31 | 48.374 | 17,47 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 30.932 | 0,95 | 908 | 13,22 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Truepoint, Inc. | 374.418 | -3,15 | 10.997 | 8,57 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 48.677 | 0,18 | 1.430 | 12,25 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 284.398 | -8,09 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 43.089 | -3,03 | 1.266 | 8,68 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 9.052 | 0,00 | 266 | 11,81 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 305.219 | -10,81 | 8.964 | -0,43 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 60.417 | -0,70 | 1.774 | 11,29 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 751.383 | -1,00 | 22.068 | 10,98 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 1.204.254 | 16,18 | 35.658 | 38,38 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 8.213 | 0,96 | 241 | 13,15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 616.911 | -17,44 | 18.119 | -7,45 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 121.252 | 0,90 | 3.561 | 13,12 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 55.575 | -15,33 | 1.632 | -5,06 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 17.134 | 0,00 | 516 | 18,94 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 61.216 | 1.798 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 713.701 | 2,15 | 20.961 | 14,51 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 18.030 | 530 | ||||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 360.272 | -0,85 | 10.581 | 17,15 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 42.331 | -1,33 | 1.243 | 10,59 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.044 | 1,24 | 60 | 15,38 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 7.981 | 0,00 | 234 | 11,96 | ||||
| 2025-08-01 | 13F | Motco | 12.372 | 0,00 | 362 | 11,73 | ||||
| 2025-04-09 | 13F | Baker Tilly Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 30.531 | 13,43 | 897 | 27,09 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 63.181 | 62,21 | 1.856 | 81,86 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 113.893 | -10,25 | 3.345 | 0,63 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16.869 | -1,19 | 495 | 10,74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 69.373 | 0,00 | 2.037 | 12,11 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 13.302 | -1,88 | 391 | 9,86 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6.403 | 0,00 | 188 | 12,57 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9.257 | 0,00 | 272 | 11,98 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100,00 | 0 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 33.104 | 972 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 89.824 | -2,02 | 2.638 | 9,87 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 137.431 | 36,58 | 4.036 | 53,11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2.766.429 | -0,01 | 81.250 | 12,09 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 10.263 | 0,00 | 301 | 12,31 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 42.859 | -8,74 | 1.259 | 2,28 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1.137 | 0,62 | 33 | 13,79 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 11.949 | 0,64 | 351 | 12,54 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 778.779 | 9,19 | 22.873 | 22,40 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 2.517 | 0,00 | 74 | 12,31 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 248 | 7 | ||||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 1.324.591 | -7,97 | 38.903 | 3,16 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 24.239 | 0,02 | 712 | 12,15 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 150.941 | 1,73 | 4.433 | 14,05 | ||||
| 2025-07-15 | 13F | Maseco Llp | 24.096 | 708 | ||||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 507.041 | -7,98 | 14.892 | 3,15 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 5.774 | 66,54 | 170 | 87,78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.919 | 0,15 | 115 | 12,75 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 2.646 | -1,31 | 78 | 10,00 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 308.472 | 0,00 | 9.060 | 12,10 | ||||
| 2025-07-31 | 13F | City State Bank | 6.000 | 20,00 | 176 | 34,35 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 937.839 | -4,96 | 27.544 | 6,54 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 33.803 | 5,24 | 993 | 17,95 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3.107 | 1.944,08 | 91 | 2.933,33 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 13.503 | 397 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 13.011 | 10,63 | 382 | 24,03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 211.733 | 1,69 | 6 | 20,00 | ||||
| 2025-07-16 | 13F | Jentner Corp | 17.270 | 507 | ||||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1.328.699 | 1,21 | 39.024 | 13,45 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 397.523 | -0,25 | 11.675 | 11,83 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 454.680 | -35,86 | 13.354 | -28,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 30.241 | -1,17 | 888 | 10,86 | ||||
| 2025-07-21 | 13F | 25 Llc | 12.635 | 0,77 | 371 | 13,11 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12.473 | 1,23 | 366 | 13,66 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 13.691 | 0,00 | 402 | 12,29 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 115.651 | -2,50 | 3.397 | 9,30 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1.796 | -57,61 | 53 | -53,15 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 19.305 | -0,54 | 567 | 11,61 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10.264 | -41,99 | 301 | -34,99 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 12.517 | 0,70 | 368 | 12,92 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 326.272 | 4,96 | 9.583 | 17,66 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1.823 | 0,00 | 54 | 10,42 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 24.101 | -4,13 | 708 | 7,45 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11.039 | -26,05 | 324 | -17,14 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 243.518 | -1,31 | 7.152 | 10,64 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 8.641 | 256 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9.521 | -37,56 | 280 | -30,08 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 7.311 | 215 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.876.712 | -22,13 | 84.489 | -12,71 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 141.439 | 6,70 | 4.154 | 19,64 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 20.204 | -6,92 | 593 | 4,40 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 57.511 | -0,75 | 1.689 | 11,26 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 189 | 0,00 | 6 | 25,00 | ||||
| 2025-05-05 | 13F | Millstone Evans Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 7.619 | 224 | ||||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 13.525 | 0,00 | 397 | 12,15 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 45.691 | -0,03 | 1.342 | 12,03 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 47.150 | 1.385 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 300.123 | -3,43 | 8.815 | 8,25 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 299.578 | 4,95 | 8.799 | 17,65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 127.638 | 13,54 | 3.749 | 27,27 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 9 | -70,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21.436 | 6,34 | 630 | 19,13 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8.024.667 | 2,38 | 235.684 | 14,76 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 755.020 | 89,37 | 22.175 | 112,29 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 458.844 | -0,49 | 13.476 | 11,56 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 152 | 2.057,14 | ||||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 43.719 | 0,00 | 1.284 | 12,14 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 11.028 | 0 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 137.676 | 9,08 | 4.059 | 17,05 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 130.350 | -6,37 | 3.828 | 4,96 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 30.200 | 0,00 | 887 | 12,01 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5.135.326 | 150.825 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 62.443 | -14,65 | 1.834 | -4,33 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 351.803 | 7,33 | 10.332 | 20,32 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 22.443 | 17,58 | 659 | 31,80 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 7.797 | -7,59 | 229 | 3,62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 36.982 | 0,40 | 1.086 | 12,54 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 16.393 | 481 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 562.068 | -5,48 | 16.508 | 5,96 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 26.178 | 0,00 | 769 | 12,12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 52.697 | 3,05 | 1.548 | 15,53 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 3.631.152 | -1,85 | 106.647 | 10,03 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 7.759 | -0,15 | 228 | 11,82 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1.155.152 | -11,45 | 33.927 | -0,74 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 9.938 | 21,55 | 292 | 35,98 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 37.170 | 4,00 | 1.092 | 16,56 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 23.901 | 5,35 | 702 | 18,01 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10.306.430 | -3,57 | 302.700 | 8,09 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 883 | 0,00 | 26 | 8,70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 41.942 | -30,41 | 1.099 | -26,70 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 25.469 | 0,00 | 748 | 12,14 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 6.716 | 0,00 | 197 | 11,36 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 4.130 | 121 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 1.617 | 42 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 873.997 | -1,97 | 25.669 | 9,89 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 65.322 | -2,55 | 1.918 | 9,23 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 39.375 | 0,00 | 1.156 | 12,12 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 6.995.733 | -11,79 | 205.465 | -1,12 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 44.619 | 10,06 | 1.310 | 23,35 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 126.663 | 0,00 | 3.720 | 12,12 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 1.107.703 | 1,21 | 32.533 | 13,46 | ||||
| 2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 7.837 | 0,00 | 230 | 12,20 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 49.363 | 0,00 | 1.227 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4.933.976 | -2,94 | 145 | 8,27 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 62.411 | 0,00 | 1.635 | 5,42 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.076 | -75,77 | 61 | -73,21 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 182.326 | -0,18 | 4.777 | 5,20 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 15.219 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 89.767 | -5,64 | 2.636 | 5,78 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 7.297 | -10,73 | 214 | 0,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 460 | 0,00 | 14 | 8,33 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 260.534 | 13,44 | 7.652 | 27,16 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3.679.168 | -7,74 | 108.057 | 3,42 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 546.110 | -5,78 | 16.039 | 5,62 | ||||
| 2025-05-09 | 13F | Pinney & Scofield, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 6.280.884 | 21,35 | 184.470 | 33,53 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 85.278 | -11,00 | 2.505 | -0,24 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 10.420 | 0,00 | 306 | 12,09 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 44.576 | 24,47 | 1.309 | 39,55 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5.117.849 | 0,47 | 134.088 | 5,89 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 11.928 | 0,00 | 350 | 12,18 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 557 | 0,00 | 16 | 14,29 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 97.722 | -12,18 | 2.870 | 3,76 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 162.854 | 0,00 | 4.783 | 12,12 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 620.028 | 5,24 | 18.210 | 17,97 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 144.800 | -0,74 | 4.253 | 11,25 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 28.329 | 0,21 | 832 | 12,43 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 45.132 | -1,91 | 1.326 | 9,96 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 8.928 | 0,00 | 262 | 12,45 | ||||
| 2025-07-10 | 13F | Threadgill Financial, Llc | 11.718 | 0,00 | 344 | 12,05 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 65.436 | -3,53 | 1.922 | 8,10 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 127.010 | 3,41 | 3.730 | 15,95 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 14.172 | 1,76 | 416 | 14,29 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 64.083 | 1.882 | ||||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 8.162 | 0,00 | 240 | 12,21 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1.362.512 | -4,77 | 40.017 | 6,75 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9.168 | 0,00 | 269 | 12,08 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 21.948 | 30,00 | 645 | 45,70 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4.028 | 1,26 | 118 | 13,46 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 24.288 | 733 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 58.473 | 0,58 | 1.717 | 12,74 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 34.063 | -2,46 | 1 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 52.428 | 21,84 | 1.541 | 45,56 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 517 | 15 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 276 | 8 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9.066 | 4,31 | 266 | 17,18 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 57.734 | 1,83 | 1.696 | 14,14 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 47.311 | 51,73 | 1.390 | 70,22 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26.421 | 65,67 | 776 | 85,85 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1.327.506 | 1,00 | 38.989 | 13,22 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 110.217 | -59,25 | 3.237 | -54,32 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 51.148 | -0,87 | 1.502 | 11,18 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 338.488 | -3,56 | 9.941 | 8,10 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 35.556 | 18,08 | 1.044 | 32,49 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 9.523 | 280 | ||||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 9.643 | 6,07 | 253 | 11,50 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 6.611 | -8,85 | 194 | 2,11 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 10.218 | 0,00 | 300 | 12,36 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 116.599 | -1,08 | 3.425 | 10,88 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 25.228 | 741 | ||||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 7.267 | 213 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2.475 | 0,00 | 73 | 12,50 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 2.230.808 | 2,08 | 65.519 | 14,43 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 623.712 | 2,08 | 18.318 | 14,44 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 7.750 | -43,24 | 228 | -36,41 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 1.513.637 | -1,42 | 44.622 | 12,12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78.161 | 68,66 | 2.296 | 89,04 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 66.134 | 5,77 | 1.942 | 18,56 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 31.062 | -4,69 | 912 | 6,92 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 309 | 0,00 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 39.080 | 54,22 | 1.148 | 73,00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 6.896 | 203 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 28.200 | 0,00 | 1 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 7.967 | 240 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 6.891 | 202 | ||||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 193.678 | 1,97 | 5.688 | 14,31 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 13.017 | 241,38 | 382 | 285,86 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1.346 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 41.634 | -0,42 | 1.223 | 11,60 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 35.705 | 0,00 | 1.049 | 12,09 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 507.036 | 9,53 | 14.892 | 22,78 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 37.983 | -0,22 | 1.116 | 11,84 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.807 | 53 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.423 | 218 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2.385.071 | 0,02 | 70.050 | 12,12 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 257.910 | -24,32 | 7.575 | -15,17 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 1.163.780 | -3,61 | 34.180 | 8,05 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 34.607 | -6,52 | 1.016 | 4,85 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 32.141 | -4,12 | 944 | 7,52 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 24.158 | 0,00 | 710 | 12,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 622.109 | 34,85 | 18.271 | 51,17 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 272.362 | 0,24 | 7.999 | 12,38 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | David Wealth Management LLC | 712.319 | 4,11 | 20.921 | 16,71 | ||||
| 2025-05-14 | 13F | Arizona PSPRS Trust | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11.395 | -1,61 | 335 | 10,23 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 1.688.504 | -0,08 | 49.591 | 12,01 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 60.483 | 48,33 | 1.776 | 66,29 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 4.709 | 0,00 | 138 | 12,20 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 66.899 | -1,47 | 1.965 | 10,46 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 701.452 | -1,18 | 20.602 | 10,78 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 148.944 | 2,51 | 4.374 | 14,92 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 9.720 | -15,87 | 285 | -5,63 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 45.092 | 0,54 | 1.324 | 12,68 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 18.336 | 0,00 | 539 | 12,08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 414.724 | -24,80 | 12.180 | -15,70 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 12.683 | 0,00 | 372 | 12,05 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 41.683 | 1.224 | ||||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 27.833 | 24,85 | 1 | |||||
| 2025-07-07 | 13F | New Capital Management LP | 2.331.006 | 3,46 | 68.462 | 15,97 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 35.075 | 159.331,82 | 1.030 | 14,44 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 35.693 | 13,19 | 1.048 | 26,88 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 210.494 | -0,49 | 6.182 | 11,57 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 5.749.117 | 3,75 | 168.852 | 16,30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 108.528 | -2,44 | 3.187 | 9,37 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 298.494 | -1,63 | 8.767 | 10,28 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 1.326.523 | 2,50 | 38.960 | 14,90 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 15.952 | 0,00 | 469 | 12,23 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 38.488 | 1.130 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 7.543 | -37,30 | 224 | -29,11 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 14.202 | -23,82 | 417 | -14,55 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 172 | 5 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 34.211 | -10,59 | 1.005 | 0,20 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 444.374 | 1.821,04 | 13 | |||||
| 2025-08-14 | 13F | UBS Group AG | 2.594.530 | -1,64 | 76.201 | 10,26 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 15.019 | -21,35 | 441 | -11,80 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 80.845 | 2.396 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 90.762 | -18,64 | 2.666 | -8,80 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 213.635 | -2,24 | 6.473 | 15,71 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 211.074 | 1,62 | 6.199 | 13,91 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 1.115.577 | 0,53 | 33 | 13,79 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 18.828 | -3,18 | 553 | 8,45 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 7.485 | -4,42 | 220 | 6,83 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 30.550 | 1,14 | 897 | 13,40 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 19.030 | 559 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2.118.305 | -2,59 | 62.215 | 9,20 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 141.439 | 4.154 | ||||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 4.344.383 | -0,26 | 127.595 | 11,81 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 70.136 | -1,07 | 2.060 | 10,88 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3.207 | 0,00 | 94 | 11,90 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 17.985 | -4,12 | 528 | 7,54 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 30.943 | 5,53 | 909 | 18,23 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 19.157 | 1,24 | 563 | 13,54 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 11.295 | 1,26 | 332 | 13,36 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 19.310 | 0,00 | 567 | 12,28 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 417.170 | 4,96 | 12 | 20,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 9.520 | 0,00 | 280 | 12,05 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 306.541 | -1,61 | 9.003 | 10,30 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10.165 | 0,41 | 299 | 12,45 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 507.877 | -5,01 | 14.916 | 6,48 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 140.543 | -1,45 | 4 | 33,33 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 31.938 | 0,00 | 938 | 12,20 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 25.000 | 0,00 | 734 | 12,06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 70.284 | 0,56 | 2.064 | 12,73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 58.027 | 1.704 | ||||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 15.016 | -62,56 | 441 | -58,00 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 48.565 | 4,50 | 1.426 | 17,17 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 207.788 | -5,60 | 6.103 | 5,81 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1.621 | 5,67 | 48 | 17,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 416 | 12 | ||||||
| 2025-08-07 | 13F | Factory Mutual Insurance Co | 2.860.480 | 0,00 | 84.012 | 12,10 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 8.482 | 1,25 | 249 | 13,70 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 748.690 | 3,43 | 21.989 | 15,95 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 8.786 | 0,00 | 258 | 13,66 |
