Grundlæggende statistik
| Institutionelle ejere | 353 total, 353 long only, 0 short only, 0 long/short - change of 4,75% MRQ |
| Gennemsnitlig porteføljeallokering | 1.6463 % - change of -6,98% MRQ |
| Institutionelle aktier (lange) | 75.726.461 (ex 13D/G) - change of 7,37MM shares 10,78% MRQ |
| Institutionel værdi (lang) | $ 3.458.561 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF (US:DFSD) har 353 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 75,726,461 aktier. Største aktionærer omfatter Buckingham Strategic Partners, Colony Group, LLC, Savant Capital, LLC, Apella Capital, LLC, Resources Investment Advisors, LLC., Beaird Harris Wealth Management, LLC, Planning Center, Inc., Envestnet Asset Management Inc, DiNuzzo Private Wealth, Inc., and HighTower Advisors, LLC .
Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF (ARCA:DFSD) 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 48,37 / share. Previously, on September 13, 2024, the share price was 47,80 / share. This represents an increase of 1,19% 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
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Awm Capital, Llc | 157.584 | 9,32 | 7.566 | 10,45 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 162.919 | -11,85 | 7.822 | -10,94 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18.793 | 174,11 | 902 | 177,54 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 14.880 | 1,40 | 707 | 2,91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8.633 | 200,07 | 414 | 204,41 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5.179 | 21,57 | 248 | 22,77 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 44.471 | 5,69 | 2.135 | 6,80 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 5.029 | 2,42 | 241 | 3,43 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 36.411 | 2 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 109.915 | 15,55 | 5.277 | 16,75 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 110.298 | -23,71 | 5.295 | -22,93 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 79.588 | 97,78 | 3.821 | 99,84 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 212.121 | -42,03 | 10.184 | -41,43 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 8.570 | 0,00 | 411 | 0,98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58.177 | 12,53 | 2.793 | 13,72 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 99.067 | 6,66 | 4.756 | 7,77 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16.380 | 3,98 | 785 | 4,95 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 36.087 | 16,84 | 1.733 | 18,06 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1.973 | 1.361,48 | 95 | 1.466,67 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1.156.115 | 0,68 | 55.505 | 1,72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 139.889 | -54,08 | 6.716 | -53,60 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 49.004 | 15,99 | 2.353 | 17,19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 58.109 | 63,96 | 2.790 | 65,62 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 8.122 | 0,00 | 390 | 1,04 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 651.308 | 15,42 | 31.269 | 16,61 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 15.085 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.702.184 | -3,85 | 81.722 | -2,85 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 3.750 | 476,92 | 180 | 500,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 78.326 | -44,40 | 3.760 | -43,83 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 162.174 | 6,02 | 7.786 | 7,11 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 10.204 | 0,00 | 490 | 1,03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 701.192 | 54,56 | 34 | 57,14 | ||||
| 2025-08-14 | 13F | Clg Llc | 12.602 | 0,00 | 605 | 1,17 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 153.217 | 5,81 | 7.356 | 6,89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15.712 | 18,06 | 754 | 19,30 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 4.961 | 0,61 | 238 | 1,71 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 77.383 | 3.715 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35.342 | 4,52 | 1.697 | 5,60 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 462.723 | 3,38 | 22.174 | 5,98 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 959.885 | 4,52 | 46.084 | 5,60 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 4.719 | 10,28 | 227 | 11,33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 427.062 | 0,03 | 20.503 | 1,06 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 340.839 | -2,27 | 16.364 | -1,26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.673 | 1,39 | 80 | 3,90 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 13.299 | -23,29 | 638 | -22,48 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 418 | 20 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4.861 | 1.007,29 | 233 | 1.065,00 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 7.855 | -0,25 | 377 | 0,80 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 108.856 | -0,62 | 5.226 | 0,40 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 137.281 | 2,31 | 6.591 | 3,36 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 164.954 | -4,47 | 7.919 | -3,49 | ||||
| 2025-07-23 | 13F | Matisse Capital | 6.500 | 0,00 | 312 | 1,30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 860 | 0,00 | 41 | 2,50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 115.006 | 43,55 | 5.521 | 45,02 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25.869 | -1,70 | 1.242 | -0,72 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 113 | 0,00 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1.687 | 29,47 | 81 | 31,15 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11.487 | 21,03 | 552 | 22,17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 35.989 | -27,81 | 1.728 | -27,07 | ||||
| 2025-05-12 | 13F | Savvy Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 156.277 | 5,15 | 7.486 | 5,69 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 46.787 | -9,36 | 2.244 | -8,48 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 48.103 | -3,25 | 2.309 | -2,24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6.901 | 0,00 | 331 | 1,22 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3.396.458 | 26,06 | 162.758 | 27,36 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 32.946 | 1,37 | 1.582 | 2,40 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 218.777 | 1,10 | 10.679 | 3,85 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 17.866 | -14,37 | 858 | -13,52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25.024 | -4,84 | 1.201 | -3,84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 42 | -86,36 | 2 | -85,71 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 96.894 | 95,28 | 4.652 | 97,24 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4.264 | 0,66 | 205 | 1,49 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 568.872 | 1,96 | 27 | 3,85 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35.769 | 6,24 | 1.717 | 7,38 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41.160 | 53,88 | 1.976 | 55,47 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 100.006 | 12,98 | 4.801 | 14,15 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 189.672 | 11,34 | 9.099 | 12,39 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 126 | 0,00 | 6 | 20,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 0 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 155.482 | 7,04 | 7.465 | 8,14 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1.665 | -79,21 | 80 | -79,21 | ||||
| 2025-05-06 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99.085 | 21,61 | 4.757 | 22,89 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 82.363 | -2,19 | 3.967 | -1,24 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 55.133 | 7,13 | 2.647 | 8,22 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 137.161 | 4,15 | 6.585 | 5,23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 268.192 | 9,45 | 12.876 | 10,58 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 35.168 | 1.688 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67.230 | 13,55 | 3 | 50,00 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 8.490 | -15,23 | 408 | -14,32 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 90.129 | -5,39 | 4.327 | -4,42 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 164.361 | 1,84 | 8 | 0,00 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 264.427 | 5,67 | 12.685 | 6,67 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 729 | 35 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 2.853 | 1,10 | 137 | 1,49 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 105.288 | -1,68 | 5.055 | -0,67 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 105.407 | 31,04 | 5.061 | 32,39 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 891.335 | 28,85 | 42.793 | 30,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.065 | 1,67 | 99 | 3,13 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 374.223 | 6,41 | 17.966 | 7,50 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 78.049 | 2,42 | 3.747 | 3,48 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 217.398 | 63,25 | 10.437 | 64,93 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 285.866 | -1,52 | 13.724 | -0,51 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 285.564 | 82,97 | 13.710 | 84,86 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 131.198 | 258,84 | 6.299 | 262,58 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 5.815 | 279 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 518.413 | -1,26 | 24.842 | -0,42 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 47.091 | 12,62 | 2.261 | 13,74 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1.356.806 | 2,90 | 65.140 | 3,96 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 27.539 | -2,82 | 1.322 | -1,78 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 32.471 | 33,32 | 1.559 | 34,66 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 573.500 | 110,09 | 27.534 | 112,25 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 354.695 | 7,05 | 17.016 | 7,92 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 83.916 | 1,49 | 4.029 | 2,55 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 164.909 | 3,88 | 7.917 | 4,96 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 1.024.444 | -4,19 | 49.184 | -3,21 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 10.760 | 84,88 | 517 | 86,96 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 293.785 | 6,35 | 14.105 | 7,44 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 127.165 | 20,26 | 6.105 | 21,52 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 118.755 | 5.701 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5.465 | 262 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 58.203 | 0,00 | 2.794 | 1,05 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 33.431 | -0,06 | 1.605 | 1,01 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 173.709 | 4,20 | 8.328 | 5,11 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 23.193 | 10,00 | 1.113 | 11,19 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 21.393 | 46,82 | 1.027 | 48,41 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 16.275 | -14,24 | 781 | -13,32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 314.651 | -24,23 | 15.106 | -23,45 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 92.577 | 23,02 | 4.445 | 24,31 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 68.576 | 67,42 | 3.292 | 69,17 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 5.849 | 0,00 | 281 | 1,08 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 42.265 | -25,08 | 2.029 | -24,29 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5.625 | -52,11 | 270 | -51,61 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 85.709 | -0,34 | 4.115 | 0,69 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 81.610 | 1,93 | 3.918 | 3,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2.581.436 | -2,05 | 123.935 | -1,04 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 372.779 | 3,23 | 17.897 | 4,29 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 7.261 | 0,01 | 349 | 0,87 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7.935 | 381 | ||||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 26.115 | 1.254 | ||||||
| 2025-04-11 | 13F | Foster Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 37.340 | -2,33 | 1.793 | -1,32 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 179.989 | 3,94 | 8.641 | 5,02 | ||||
| 2025-08-14 | 13F | Betterment LLC | 212.187 | -2,99 | 10 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 13.278 | 3,23 | 637 | 5,81 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 245.823 | 20,32 | 11.802 | 21,56 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 153 | 7 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 30.006 | 413,27 | 1 | |||||
| 2025-07-18 | 13F | Fmb Wealth Management | 103.006 | 5,08 | 4.945 | 6,16 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 14.582 | 1,60 | 702 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 7.933 | 68,68 | 381 | 71,95 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 956.818 | 3,17 | 45.937 | 4,23 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8.754 | -7,43 | 420 | -6,46 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 63.855 | 5,18 | 3.066 | 6,24 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 127.592 | 0,15 | 6.126 | 1,17 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 32.274 | -3,31 | 1.549 | -2,33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 17.886 | -2,77 | 1 | |||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 498.093 | -0,13 | 23.913 | 0,90 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10.121 | -6,43 | 486 | -5,46 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1.898.104 | -2,73 | 91.128 | -1,73 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 744.424 | 35.636 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3.660.989 | 20,68 | 175.764 | 21,92 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 75.782 | -21,79 | 3.638 | -20,98 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 118.755 | -5,12 | 5.701 | -4,14 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 5.924 | -11,21 | 284 | -10,41 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 7.329 | 0,18 | 352 | 1,45 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 236.529 | 6,41 | 11.356 | 7,51 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5.212 | 250 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 19.301 | 36,15 | 927 | 37,59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43.005 | -83,88 | 2.065 | -83,72 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21.094 | -28,53 | 1 | 0,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 346.699 | -1,19 | 16.644 | -0,18 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5.118 | 246 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 5.847 | 281 | ||||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 7.925 | -48,29 | 380 | -47,80 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 12.183 | -1,15 | 585 | -0,17 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 8.253 | 36,39 | 396 | 37,98 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | BetterWealth, LLC | 25.911 | 2,96 | 1.244 | 4,02 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 26.618 | -36,15 | 1.277 | -35,59 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 5.831 | 0,00 | 280 | 0,72 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6.665 | -5,62 | 320 | -4,78 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4.833 | 1,26 | 229 | 2,69 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 123.815 | 1,56 | 5.971 | 3,06 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 151.836 | 37,62 | 7.290 | 39,05 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 34.558 | 93,80 | 1.659 | 95,87 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 47.883 | 51,92 | 2.299 | 53,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90.786 | 12,59 | 4 | 33,33 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2.325.952 | 2,68 | 111.669 | 3,74 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 72.088 | -3,99 | 3.461 | -2,34 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 379.075 | 8,59 | 18.199 | 9,72 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 22.363 | 0,00 | 1.074 | 1,04 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 27.835 | -15,20 | 1.336 | -14,30 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 55.603 | 127,04 | 2.670 | 129,49 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 66.385 | 11,23 | 3.187 | 12,38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 46.308 | 4,96 | 2.223 | 6,06 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 62.960 | 0,05 | 3.016 | 0,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.938.383 | 31,22 | 93.062 | 32,57 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 14.867 | -2,98 | 714 | -2,06 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 204.171 | -1,65 | 9.802 | -0,64 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 307.781 | 13,37 | 14.777 | 14,54 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 740 | 0,00 | 36 | 0,00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 856 | 41 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 24.857 | -9,13 | 1.193 | -8,16 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 30.909 | 10,92 | 1.484 | 12,01 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 43.087 | -2,20 | 2.069 | -1,19 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 212.183 | 1,93 | 10.187 | 2,87 | ||||
| 2025-05-13 | 13F | Francis Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 96.715 | -34,59 | 4.643 | -33,92 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 53.835 | -0,01 | 2.585 | 1,02 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 13.500 | -24,24 | 647 | -23,00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.541 | 6,05 | 122 | 7,08 | ||||
| 2025-06-03 | 13F | Invst, LLC | 38.872 | 64,76 | 1.847 | 67,00 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 9.688 | -2,74 | 465 | -1,69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 314.963 | 22,79 | 15.121 | 24,06 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 28.860 | -66,95 | 1.386 | -66,62 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 49.318 | 6,45 | 2.368 | 7,54 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 69.337 | 34,43 | 3.329 | 35,78 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 21.622 | -46,69 | 1.038 | -46,13 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2.714 | -9,44 | 130 | -8,45 | ||||
| 2025-07-15 | 13F | Maseco Llp | 564.786 | 27.118 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 13.411 | -4,92 | 644 | -4,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 383 | 0,00 | 18 | 0,00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 15.698 | -22,47 | 754 | -20,65 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 415 | -20,50 | 20 | -20,83 | ||||
| 2025-07-31 | 13F | City State Bank | 140.441 | -2,23 | 6.743 | -1,22 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 353.618 | -6,44 | 16.977 | -5,47 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 56.252 | 27,86 | 2.701 | 29,19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 9.095 | 20,29 | 437 | 21,45 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 13.922 | 3,04 | 668 | 4,05 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 16.297 | 36,41 | 782 | 37,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.019.698 | 5,34 | 49 | 6,67 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 21.134 | 0,49 | 1.014 | 1,40 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 817 | 0,00 | 39 | 2,63 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3.068.288 | 5,15 | 147.309 | 6,24 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18.076 | 40,49 | 868 | 41,90 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 1.839 | 0,00 | 86 | 0,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1.192.294 | 9,80 | 57.242 | 10,93 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 54.106 | -4,13 | 2.598 | -3,13 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 91.243 | 19,62 | 4.381 | 20,86 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 75.908 | 8,33 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 210.743 | 27,91 | 10.118 | 29,22 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9.741 | 468 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4.855 | 13,54 | 233 | 14,78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 155.266 | 364,12 | 7.454 | 369,10 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 263.924 | 2,91 | 12.671 | 3,97 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 66 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 216.923 | 10,11 | 10.415 | 11,25 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20.525 | 985 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 72.832 | -1,98 | 3.497 | -0,96 | ||||
| 2025-05-13 | 13F | Intrepid Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21.048 | 29,55 | 1.011 | 30,83 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 579.464 | 74,06 | 27.820 | 75,86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.279.350 | 0,33 | 61.422 | 1,37 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 6.843 | -69,40 | 329 | -69,11 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 107.297 | 32,77 | 5.151 | 33,83 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 74.162 | 92,73 | 3.561 | 94,75 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 425.410 | -4,74 | 20.424 | -3,76 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 88.974 | 120,11 | 4.272 | 122,45 | ||||
| 2025-08-05 | 13F | Burney Co/ | 149.506 | 34,52 | 7.178 | 35,90 | ||||
| 2025-07-14 | 13F | Friday Financial | 146.213 | 8,18 | 7.020 | 9,18 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 53.730 | -4,22 | 2.580 | -3,23 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 6.145 | -6,11 | 295 | -5,14 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 479.978 | 21,97 | 23.044 | 23,22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.683.265 | 1,46 | 176.834 | 2,50 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5.323 | 256 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 81.477 | 16,87 | 3.872 | 18,45 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | Blossom Wealth Management | 17.668 | 9,16 | 848 | 10,27 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 19.875 | 75,71 | 954 | 77,65 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 552 | 0,00 | 27 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 342.569 | 191,38 | 16.447 | 194,41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102.700 | 11,91 | 4.931 | 13,05 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 38.544 | -4,04 | 1.850 | -3,04 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 16.898 | 0,00 | 811 | 1,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.039 | 48,61 | 146 | 49,48 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 369.278 | 0,08 | 17.729 | 1,12 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 134.581 | -10,46 | 6.461 | -9,54 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 33.458 | 0,00 | 1.590 | 0,00 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 502.666 | -1,09 | 24.133 | -0,07 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 486 | 0,00 | 23 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14.079 | -35,67 | 676 | -35,03 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 46.331 | 2 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100,00 | 0 | |||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 280.649 | 4,69 | 13.474 | 5,77 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 272.942 | -1,22 | 13.104 | -0,21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3.396 | 63,74 | 163 | 66,33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 344 | 17 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3.896.787 | 11,86 | 187.083 | 13,01 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 33.931 | 23,55 | 1.629 | 24,83 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 155.234 | 45,79 | 7.453 | 47,30 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 189.225 | -33,27 | 9.085 | -32,57 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4.378 | 211 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 143.670 | 1,79 | 6.898 | 2,85 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 35.904 | 285,24 | 1.724 | 289,82 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7.029 | 337 | ||||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2.286 | 0,00 | 110 | 1,87 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 105.237 | 4,12 | 5.052 | 5,18 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 10.216 | 0,00 | 490 | 1,03 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4.383 | 210 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 5.375 | 0,00 | 258 | 1,18 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11.551 | 2,85 | 555 | 3,94 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 290.834 | -4,36 | 13.963 | -3,38 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 15.526 | 745 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 142 | 0,00 | 7 | 0,00 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 185.796 | 0,35 | 9 | 0,00 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 554.448 | -4,32 | 26.619 | -3,33 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 13.813 | 26,35 | 663 | 27,50 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 39.952 | 539,85 | 1.918 | 547,97 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 7.897 | 0,88 | 379 | 2,16 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 411.727 | 5,19 | 19.767 | 6,27 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 140.038 | -1,05 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 413.466 | 5,00 | 19.801 | 5,79 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188.990 | 11,88 | 9.073 | 13,03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 375.453 | 18,11 | 18.026 | 19,32 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 360.829 | 3,53 | 17.323 | 4,59 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 29.800 | -2,07 | 1.431 | -1,11 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 13.132 | 38,61 | 630 | 40,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4.955 | -12,52 | 238 | -11,90 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 56.733 | 7,86 | 2.724 | 8,96 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 9.002 | 432 | ||||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 929.564 | 4,21 | 44.628 | 5,29 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5.276 | 2,21 | 253 | 3,27 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16.432 | -29,98 | 789 | -29,33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 25.425 | -25,41 | 1.221 | -24,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 52.429 | 1,31 | 2.517 | 2,36 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 28.936 | -7,93 | 1.389 | -6,97 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 581 | 0,00 | 28 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 248.180 | 3,76 | 11.915 | 4,83 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 132.101 | 9,64 | 6.342 | 10,74 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 930 | 45 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 259.549 | 0,80 | 12.461 | 1,83 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 760.536 | 192.929,44 | 36.513 | 40,07 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 6.562 | 46,93 | 315 | 48,58 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 134.630 | 5,54 | 6.464 | 6,63 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 1.242.440 | 4,47 | 59.650 | 5,55 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 50.068 | 10,41 | 2.404 | 11,56 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11.549 | -90,07 | 554 | -89,97 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 62.336 | -88,13 | 2.993 | -88,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8.510 | 0,00 | 409 | 0,99 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 605.612 | 29.075 | ||||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 8.154 | 37,02 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11.159 | 3,19 | 536 | 4,29 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 160.230 | 402,84 | 7.693 | 408,06 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 31.516 | 69,26 | 1.513 | 71,15 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 271.412 | 6,05 | 13 | 8,33 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 53 | -66,03 | 3 | -71,43 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 56.440 | 7,21 | 2.710 | 8,32 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 210.743 | 10.118 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 167.760 | -5,00 | 8.054 | -4,02 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5.395 | -14,08 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3.759 | 0,00 | 180 | 1,12 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 44.625 | 10,35 | 2.142 | 11,50 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 148.489 | 40,74 | 7.129 | 42,19 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 933.135 | 13,03 | 44.800 | 14,19 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 15.926 | -0,20 | 765 | 0,79 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 41.123 | -1,54 | 1.974 | -0,50 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 213.359 | 40,57 | 10.243 | 43,96 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 481.515 | 11,92 | 23.118 | 13,07 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 561 | 0,90 | 27 | 0,00 |
