Grundlæggende statistik
| Institutionelle ejere | 351 total, 351 long only, 0 short only, 0 long/short - change of 9,01% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9484 % - change of 3,60% MRQ |
| Institutionelle aktier (lange) | 78.323.802 (ex 13D/G) - change of 1,45MM shares 1,88% MRQ |
| Institutionel værdi (lang) | $ 2.512.303 USD ($1000) |
Institutionelt ejerskab og aktionærer
Dimensional ETF Trust - Dimensional International Small Cap Value ETF (US:DISV) har 351 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 78,323,802 aktier. Største aktionærer omfatter Colony Group, LLC, Forum Financial Management, LP, Mather Group, Llc., Buckingham Strategic Partners, Ritholtz Wealth Management, Asset Dedication, LLC, HighTower Advisors, LLC, CI Private Wealth, LLC, Cerity Partners LLC, and Northern Trust Corp .
Dimensional ETF Trust - Dimensional International Small Cap Value ETF (BATS:DISV) 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 15, 2025 is 35,74 / share. Previously, on September 16, 2024, the share price was 28,42 / share. This represents an increase of 25,76% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Brighton Jones Llc | 7.625 | 251 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1.898 | -9,32 | 55 | 0,00 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 93.242 | -1,76 | 3.069 | 11,04 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 26.935 | -34,14 | 886 | -25,55 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59.447 | 1,02 | 1.956 | 14,19 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 9.754 | -5,37 | 321 | 7,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 23.160 | -3,17 | 774 | 11,06 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 34 | 0,00 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66.788 | 37,87 | 2.198 | 55,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 444.894 | 6,40 | 14.641 | 20,25 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 209.700 | 6.901 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28.004 | 71,10 | 919 | 90,06 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 535.870 | -2,52 | 17.635 | 10,17 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10.218 | 336 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 166 | 0,00 | 5 | 25,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 292.972 | -6,37 | 9.642 | 5,82 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 1 | ||||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 343.779 | 14,43 | 11.314 | 36,99 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1.082.444 | 3,89 | 35.623 | 17,41 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 22.672 | -5,48 | 746 | 6,88 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 81.282 | 21,20 | 2.675 | 36,99 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 117.140 | 4,43 | 3.855 | 18,03 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 16.311 | -6,69 | 537 | 5,30 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5.873 | 193 | ||||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 4.109 | 0,00 | 135 | 13,45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14.252 | 88,24 | 469 | 113,18 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 16.942 | 8,59 | 558 | 22,69 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 77.327 | 8,87 | 2.545 | 34,82 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 298.114 | 2,90 | 9.811 | 16,29 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 470.355 | 11,69 | 15.479 | 26,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71.743 | 13,80 | 2.361 | 28,66 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 73.920 | 5,67 | 2.433 | 19,45 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 26.177 | 0,09 | 861 | 13,14 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 25.500 | 0,33 | 839 | 13,38 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 6.289 | 207 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 30.834 | -0,08 | 1.047 | 19,95 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 90.755 | 5,15 | 2.987 | 18,82 | ||||
| 2025-08-07 | 13F | Nwam Llc | 55.040 | -11,20 | 1.811 | 0,39 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27.805 | 12,46 | 915 | 27,26 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7.351 | 6.706,48 | 242 | 7.933,33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 135.867 | -3,84 | 4.471 | 8,68 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 91.086 | 12,74 | 2.998 | 27,42 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 85 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 36.385 | -0,24 | 1.197 | 12,71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6.558 | -51,06 | 216 | -44,87 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 70.600 | 2.323 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 88.897 | 28,72 | 2.926 | 45,45 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 11.113 | 38,02 | 366 | 55,98 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 836.684 | 28,70 | 27.836 | 64,16 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 27.752 | -2,35 | 913 | 10,40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 453.189 | 31,01 | 14.914 | 48,06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1.033.796 | 8,56 | 34.022 | 22,69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 313 | 10 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.179.049 | -4,71 | 38.802 | 7,69 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 33.915 | 1.116 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 12.727 | 4,55 | 419 | 18,08 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 116.208 | 5,88 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 561.158 | 83,81 | 18.468 | 107,73 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 10.245 | 0 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 448.041 | 14.745 | ||||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 128.323 | -6,28 | 4.223 | 5,92 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 158.484 | 1,92 | 5.216 | 15,17 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 93.816 | -1,74 | 3.087 | 11,04 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 232.506 | -1,22 | 7.719 | 24,18 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 232.316 | -5,77 | 7.646 | 6,49 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 21.296 | -0,36 | 620 | 9,35 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 202.674 | 3,93 | 6.670 | 17,47 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 470.827 | 0,52 | 15.495 | 13,60 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 112.421 | 38,21 | 3.700 | 56,21 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 18.446 | 3,65 | 607 | 11,17 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 51.602 | 92,89 | 1.698 | 117,97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 57.744 | 16,51 | 1.900 | 31,67 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 753.444 | 7,27 | 24.795 | 21,23 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 12.501 | 411 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 434.946 | -6,55 | 14.314 | 5,61 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 613.713 | 1,21 | 20.197 | 14,39 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 399.461 | -1,61 | 11.632 | 7,83 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 12.270 | -16,80 | 404 | -6,06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15.439 | 6,83 | 508 | 20,95 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 31.959 | 0,00 | 1.052 | 13,01 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 32.533 | -31,09 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1.690 | 56 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 17.946 | 36,70 | 591 | 54,45 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 240.475 | -1,31 | 7.914 | 11,54 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164.990 | 7,00 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 395.629 | 14.070,09 | 13.020 | 15.974,07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 74.554 | 1,65 | 2.454 | 14,89 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 289.378 | -2,96 | 9.523 | 9,67 | ||||
| 2025-04-17 | 13F | Retirement Solution Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 12.689 | -4,55 | 418 | 7,75 | ||||
| 2025-07-29 | 13F | Schubert & Co | 60.104 | 6,38 | 1.978 | 20,24 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6.448 | 212 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.059 | 236,15 | 101 | 284,62 | ||||
| 2025-07-21 | 13F | 25 Llc | 14.759 | 0,08 | 486 | 13,05 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 129 | 0,00 | 4 | 33,33 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 78.505 | -1,14 | 2.584 | 11,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 497.163 | 27,47 | 16.362 | 44,06 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26.537 | 325,68 | 873 | 382,32 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22.676 | -3,30 | 746 | 9,38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 121.455 | 25,56 | 3.997 | 41,94 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 22.587 | -1,82 | 743 | 11,06 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 5.250 | 0,00 | 173 | 13,16 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5.844.562 | 455.083,96 | 192.345 | 519.748,65 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 188.300 | -1,69 | 6.197 | 11,10 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 59.143 | 4,89 | 1.946 | 18,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66.527 | 6,67 | 2.189 | 20,54 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 9.687 | 14,52 | 282 | 25,89 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 46.736 | -2,36 | 1.538 | 10,41 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 218.808 | 9,72 | 7.201 | 23,99 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 42.942 | -8,81 | 1.413 | 3,06 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21.489 | 2,11 | 707 | 15,52 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44.381 | -3,52 | 1.461 | 9,04 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 64.566 | -0,49 | 2.125 | 12,44 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 48.869 | 0,00 | 1.608 | 13,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 175.535 | 1,97 | 6.005 | 14,23 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 640.588 | 13,91 | 21.082 | 28,74 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 27.832 | 63,59 | 1 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 35 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 179.530 | 6,26 | 5.908 | 20,11 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 34.278 | 0,87 | 1.128 | 14,05 | ||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 410 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17.213 | 5,45 | 566 | 19,16 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 24.518 | -0,71 | 807 | 12,10 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 643 | 0,00 | 17 | 0,00 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 49.543 | -5,39 | 1.630 | 6,96 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 332.178 | -3,00 | 10.932 | 9,62 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 60.504 | 1,72 | 1.997 | 15,24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 196.747 | 0,54 | 6.475 | 13,62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 68.644 | 94,49 | 2.259 | 119,96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6.857 | -0,20 | 226 | 12,50 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 559.075 | 894,78 | 18.399 | 1.024,63 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 6.200 | -17,32 | 204 | -6,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48.825 | 1.607 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6.654 | 219 | ||||||
| 2025-08-05 | 13F | Dravo Bay Llc | 248.662 | -2,71 | 8.395 | 12,56 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18.413 | 93,17 | 606 | 115,30 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 302.710 | -1,01 | 9.962 | 11,88 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 264.356 | -6,32 | 8.700 | 5,87 | ||||
| 2025-07-23 | 13F | Matisse Capital | 44.100 | 0,00 | 1.451 | 13,01 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 439.644 | -1,22 | 14.469 | 11,64 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1.107 | -65,16 | 36 | -60,87 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 4 | 0 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 99.425 | 21,69 | 3.272 | 37,54 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 118.780 | 41,07 | 3.909 | 59,49 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 399.331 | -3,11 | 13.142 | 9,49 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 140.262 | 6,80 | 4.616 | 20,69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12.915.171 | -5,68 | 425.038 | 6,59 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 51.364 | 8,53 | 1.690 | 22,64 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2.917 | 96 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 74.943 | 4,52 | 2.466 | 18,16 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 256.853 | -0,70 | 8.453 | 12,24 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4.683 | -69,17 | 154 | -65,16 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 22.056 | 3,15 | 726 | 16,56 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 36.538 | 0,10 | 1.202 | 13,18 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 21.940 | 1,05 | 722 | 14,24 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 199.945 | 21,85 | 6.580 | 37,71 | ||||
| 2025-07-25 | 13F | Miramar Fiduciary Corp | 511.178 | 0,00 | 16.823 | 13,01 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 132.743 | -5,18 | 4.369 | 7,16 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 93.976 | 336,06 | 3.093 | 393,14 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 25.934 | -36,64 | 853 | -28,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51.365 | -92,21 | 1.690 | -91,19 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 52.367 | 29,98 | 1.723 | 46,89 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21.551 | 15,69 | 628 | 26,92 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 30.060 | -6,32 | 989 | 5,89 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 999.351 | 61,57 | 32.889 | 82,60 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 87.864 | -3,79 | 2.892 | 8,73 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 230.798 | 4,97 | 8 | 16,67 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 130.975 | 86,54 | 4.310 | 110,86 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 14.367 | 2,31 | 473 | 15,69 | ||||
| 2025-08-08 | 13F | Creative Planning | 601.117 | 1,30 | 19.783 | 14,49 | ||||
| 2025-07-14 | 13F | Friday Financial | 22.014 | 724 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 18.054 | -4,50 | 594 | 8,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 84.439 | 51,51 | 2.779 | 71,27 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 232.039 | 0,40 | 7.636 | 13,46 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 18.818 | 63,10 | 619 | 84,78 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 9.524 | 0,00 | 313 | 13,00 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8.610 | 7,18 | 283 | 21,46 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 38.942 | -36,27 | 1.282 | -27,99 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 19.749 | 1,81 | 650 | 23,15 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 27.130 | 46,96 | 893 | 66,11 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 202.657 | 26,00 | 6.669 | 42,41 | ||||
| 2025-04-16 | 13F | Mogy Joel R Investment Counsel Inc | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 19.221 | -1,02 | 633 | 11,86 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3.600 | -19,46 | 118 | -9,23 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 420.313 | -4,77 | 14 | 8,33 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 30.164 | 0,88 | 993 | 14,02 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 744.751 | -0,09 | 24.510 | 12,91 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 2.198 | 20,44 | 72 | 35,85 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 7.453 | 0,00 | 245 | 12,90 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 13.193 | 0,00 | 384 | 0,00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 38.591 | 19,10 | 1.270 | 34,68 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 106.817 | 9,39 | 3.515 | 23,64 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 279.263 | -6,83 | 9.191 | 5,29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 212.291 | 24,39 | 7 | 50,00 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 25.200 | 0,00 | 734 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 317.056 | -1,62 | 10.434 | 11,19 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 215.494 | 9,01 | 7.092 | 23,19 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 13.497 | 0,00 | 444 | 12,98 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 766.388 | 106,68 | 25.222 | 133,57 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 297.355 | -6,07 | 9.786 | 6,15 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 60.211 | -37,60 | 1.982 | -29,48 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 20.881 | 34,72 | 687 | 52,11 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2.520.459 | 8,09 | 82.948 | 22,16 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 43.258 | -13,07 | 1.424 | -1,79 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9.600 | 316 | ||||||
| 2025-07-15 | 13F | Vestment Financial LLC | 107.034 | 2,24 | 3.530 | 15,51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 16.934 | -4,31 | 557 | 8,16 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 133.562 | 0,36 | 4.396 | 13,42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 27.210 | 1,48 | 895 | 11,46 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 10 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 41.261 | 1.893,29 | 1.358 | 2.161,67 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 101.879 | 20,43 | 3.353 | 36,09 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 13.445 | -15,66 | 442 | -4,96 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19.821 | 652 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 75.470 | 12,48 | 2.484 | 27,14 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 131.927 | -5,32 | 4.342 | 7,00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 70.030 | 160,03 | 2.305 | 193,88 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 71.370 | -17,53 | 2.349 | -6,90 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 128.268 | 9,44 | 4.221 | 23,71 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Family CFO Inc | 6.297 | 0,00 | 207 | 13,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 24.131 | 26,05 | 794 | 42,55 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 58.935 | -0,90 | 1.940 | 12,02 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 57.254 | 59,42 | 1.884 | 80,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 625.156 | 6,12 | 20.755 | 20,99 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 504.587 | 2,14 | 16.606 | 15,42 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 32.134 | 2,64 | 1.058 | 16,03 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 317.437 | -2,17 | 10.447 | 10,56 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 124.477 | -1,53 | 4.097 | 11,27 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 167.389 | 5,08 | 5.509 | 18,76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2.031.995 | 23,35 | 66.873 | 39,41 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 92.149 | 20,35 | 3 | 50,00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 214.677 | 128,12 | 7.065 | 157,85 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 88.490 | -3,91 | 2.912 | 8,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10.000 | 329 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 130.029 | 6,48 | 4.279 | 20,37 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 14.508 | 477 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 776.987 | 25,05 | 25.571 | 41,33 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 342.279 | 2,81 | 11.264 | 16,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 95.919 | 19,14 | 3.157 | 34,64 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 18.340 | 2,06 | 604 | 15,30 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 177.547 | -2,18 | 5.843 | 10,56 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 68.974 | 3,10 | 2.270 | 16,48 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 27.643 | 30,42 | 910 | 47,33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.858 | 117,31 | 61 | 154,17 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 270.065 | -3,02 | 9 | 0,00 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2.890 | 0,00 | 95 | 13,10 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 67.280 | 4,95 | 2.214 | 18,65 | ||||
| 2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 10.429 | 1,34 | 343 | 14,72 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 60.400 | 139,68 | 1.988 | 171,08 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 473.731 | 1,07 | 13.795 | 10,77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 52.946 | 3,63 | 1.742 | 17,15 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 331.520 | 0,27 | 10.910 | 13,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44.496 | 21,18 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 580 | 0,00 | 19 | 18,75 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7.598 | 250 | ||||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 356.500 | -66,54 | 11.732 | -62,18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 | -7,41 | 7 | 0,00 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 79.551 | 9,75 | 2.618 | 24,08 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 998.879 | -1,94 | 33.133 | 11,39 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 20.271 | -8,11 | 694 | 13,96 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 7.667 | -17,20 | 252 | -6,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 280 | 0,00 | 9 | 28,57 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 112.826 | -16,58 | 3.713 | -5,71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7.768 | -14,75 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6.287 | 207 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 37.738 | 1,47 | 1.242 | 14,70 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1.321 | 43 | ||||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 6.935 | 0,00 | 228 | 13,43 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10.541 | 9,44 | 347 | 23,57 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 16.040 | -0,95 | 528 | 11,89 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 141.608 | 2,82 | 4.657 | 16,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11.075 | -20,99 | 364 | -10,78 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21.474 | 58,20 | 707 | 78,73 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1.257 | 0,00 | 41 | 13,89 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 83.522 | 2,17 | 2.749 | 26,52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6.337 | 209 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7.123 | 0,00 | 234 | 13,04 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 320 | 0,00 | 11 | 11,11 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 21.215 | 17,76 | 698 | 33,21 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 145.578 | 1,85 | 4.791 | 15,09 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5.899.078 | -4,07 | 194.139 | 8,41 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 987.935 | 4,25 | 32.513 | 17,82 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11.658 | 20,43 | 384 | 36,30 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1.192 | 1,62 | 39 | 14,71 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 136.966 | 4,35 | 4.508 | 17,92 | ||||
| 2025-08-14 | 13F | Betterment LLC | 315.470 | 6,64 | 10 | 25,00 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 62.979 | -0,67 | 2.073 | 12,24 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 829.989 | -3,80 | 27.315 | 8,72 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 13.865 | -39,56 | 456 | -31,63 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 12.415 | 1,76 | 409 | 14,93 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6.553 | 216 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 15.216 | 0,02 | 501 | 12,87 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 54.456 | 1.792 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 40.381 | 50.376,25 | 1.329 | 14,58 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 517 | 17 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6.374 | -16,57 | 210 | -5,86 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 231.317 | 5,84 | 7.613 | 19,61 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 20.580 | 0,00 | 677 | 13,02 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 68.552 | -0,44 | 2.256 | 11,08 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 747.645 | -1,68 | 24.605 | 11,11 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 84.313 | 9,88 | 2.775 | 24,17 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3.770 | 0,00 | 124 | 13,76 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.100 | 0,00 | 36 | 12,50 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 135.214 | -22,87 | 4.450 | -12,85 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 858.564 | 12,96 | 28.255 | 27,67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 121.984 | 0,00 | 4.014 | 13,01 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 11.391 | -3,15 | 375 | 9,36 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 124.646 | 1,97 | 4.102 | 11,23 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 124.406 | 9,64 | 4.094 | 23,91 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.261.123 | -2,56 | 41.504 | 10,13 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 9.983 | 37,58 | 329 | 55,45 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 144.707 | -1,24 | 4.762 | 11,63 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 12.080 | 398 | ||||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 288.470 | 1,27 | 9.869 | 20,93 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 845.687 | 28.956 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 12.084 | 404 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14.632 | 1,77 | 489 | 17,87 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 273.930 | 3,18 | 9.015 | 16,61 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 183.768 | 7,09 | 6.048 | 21,01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14.279 | 39,84 | 470 | 57,91 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 410.030 | -5,05 | 13.494 | 7,31 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 444.756 | 0,51 | 14.637 | 13,58 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 136.150 | 2,77 | 4.481 | 16,15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.863 | 1.625,00 | 61 | 1.933,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6.060 | 0,00 | 176 | 0,00 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 237.336 | -8,92 | 7.811 | 2,94 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 161.349 | -13,86 | 5.315 | -2,57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9.997 | 39,94 | 329 | 58,17 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23.498 | -0,31 | 773 | 12,68 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 91.246 | 16,99 | 3.003 | 44,88 | ||||
| 2025-07-09 | 13F | Emprise Bank | 106.693 | 206,77 | 3.511 | 246,94 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1.581 | 52 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 222.934 | 10.376,22 | 7.337 | 34.833,33 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 366.291 | 6,27 | 12.055 | 20,10 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 71.665 | 1,60 | 2.358 | 14,86 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 10.384 | -31,53 | 342 | -22,68 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 14.434 | -12,85 | 475 | -1,45 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 371.377 | 1,84 | 12.222 | 15,10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10.861 | 41,90 | 0 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 32.175 | -0,54 | 1.059 | 12,31 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 175.943 | -2,09 | 5.790 | 10,67 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5.611 | 1,83 | 185 | 15,00 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 15.224 | -12,12 | 501 | -0,60 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6.519 | -5,77 | 215 | 6,47 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56.240 | 0,11 | 1.851 | 13,15 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 19.585 | 7,16 | 645 | 21,05 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7.528 | 248 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1.364 | 45 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10.382 | 28,41 | 342 | 45,11 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6.868 | 226 | ||||||
| 2025-08-14 | 13F | Css Llc/il | 32.041 | -17,72 | 1.054 | -6,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 190.532 | 6,66 | 6.273 | 20,55 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 43.296 | 1,24 | 1.425 | 14,38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 |
