Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i American Century ETF Trust - Avantis U.S. Equity ETF, omfatter Maseco Llp, Two Sigma Investments, Lp, VestGen Advisors, LLC, Gotham Asset Management, LLC, BLVD Private Wealth, LLC, SwitchPoint Financial Planning, LLC, Aspen Capital Management, LLC, Austin Wealth Management, LLC, WealthPlan Investment Management, LLC, Strathmore Capital Advisors, Inc., Edge Financial Advisors LLC, Paladin Wealth, LLC, Brown Financial Advisors, Wealthstream Advisors, Inc., Exchange Traded Concepts, Llc, Fortress Wealth Management, Inc., Acorn Wealth Advisors, LLC, Lutz Financial Services LLC, Element Wealth, LLC, og Claris Advisors, Llc / Mo / .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | L & S Advisors Inc | 43.673 | 9,48 | 4.403 | 19,48 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 57.582 | 16,47 | 5.805 | 27,11 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4.866 | 491 | ||||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 14.260 | 16,28 | 1.451 | 28,09 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 23.597 | 17,47 | 2.379 | 28,25 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 20.298 | 41,92 | 2.046 | 54,88 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1.136.946 | 0,03 | 105.031 | -4,66 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5.334 | 8,06 | 538 | 18,02 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 669.524 | 3,19 | 68 | 13,56 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 473.857 | 2,70 | 47.774 | 12,09 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 55.031 | 1,76 | 5.548 | 11,07 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 408.323 | 9,29 | 41.167 | 19,27 | ||||
| 2025-07-15 | 13F | Maseco Llp | 2.093.479 | 211.002 | ||||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 22.982 | 2.317 | ||||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 196.863 | 4,20 | 19.848 | 22,54 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 110.802 | 2.162,65 | 11.171 | 2.371,46 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 10.926 | 0,30 | 1.102 | 9,44 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 29.751 | 10,83 | 3.000 | 20,98 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 427.341 | 2,66 | 43.085 | 12,04 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1.016.141 | 16,46 | 102.447 | 27,11 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 8.597 | 867 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 465.124 | 74,38 | 46.936 | 90,48 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 17.916 | 68,46 | 1.806 | 83,91 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7.665 | 27,75 | 773 | 39,35 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 26.782 | 97,20 | 2.700 | 115,31 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 13.948 | 1,29 | 1.406 | 10,53 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6.987 | 715 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.112.693 | 3,34 | 112 | 13,13 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 175.387 | 0,75 | 17.682 | 9,96 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 20.856 | 181,42 | 2.095 | 207,94 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 463.135 | 8,49 | 46.693 | 18,40 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7.219 | 13,90 | 728 | 24,27 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 65.361 | 544.575,00 | 6.590 | 658.800,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 175.871 | 17.731 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 43.635 | 4.399 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9.331 | 24,43 | 941 | 35,84 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 195 | 20 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3.804 | 384 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 113.037 | 1,36 | 11.396 | 25,58 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 3.206 | 0,31 | 323 | 9,49 | ||||
| 2025-07-17 | 13F | KWB Wealth | 36.032 | 3,98 | 3.329 | -0,92 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.645 | 60,99 | 267 | 76,16 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 17.016 | 7,78 | 1.716 | 17,63 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 25.811 | 16,86 | 2.602 | 27,55 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 94.494 | 30,57 | 9.527 | 42,50 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 42.077 | 70,95 | 4.242 | 86,63 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1.659.169 | 5,87 | 153.274 | 0,90 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 409 | 326,04 | 41 | 412,50 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20.852 | 6,57 | 2.102 | 16,33 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5.536 | 0,97 | 558 | 10,28 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 77.218 | 47,29 | 7.785 | 60,75 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 35.203 | 32,21 | 3.549 | 44,33 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 963.621 | 3,12 | 97.152 | 12,54 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 2.384.276 | 9,18 | 229.606 | 6,95 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12.503 | 1.261 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 57.260 | 0,31 | 5.773 | 9,46 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 597.681 | 12,42 | 60 | 22,45 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 84.442 | 20,40 | 9 | 33,33 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 61 | 6.000,00 | 6 | |||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 324.632 | 6,01 | 32.729 | 15,70 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 40.973 | 194,62 | 4.146 | 222,90 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 137.900 | 13.903 | ||||||
| 2025-07-23 | 13F | Element Wealth, LLC | 3.731 | 376 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 2.080 | 210 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.230.883 | 3,78 | 224.918 | 13,26 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 11.160 | 6,49 | 1.125 | 16,22 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3.944 | 398 | ||||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 27.100 | 244,56 | 2.732 | 276,31 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3.142 | 33,47 | 317 | 45,62 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 4.046 | 19,81 | 408 | 30,87 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 3.031 | 0,20 | 306 | 9,32 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 404.131 | 0,76 | 40.745 | 9,96 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 2.040 | 206 | ||||||
| 2025-08-12 | 13F | Burk Holdings LLC | 25.612 | 94,02 | 2.582 | 111,81 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 3.287 | 331 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 8.614 | 0,27 | 868 | 9,46 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 651.767 | 4,82 | 65.711 | 14,40 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 749.460 | 0,20 | 75.561 | 9,35 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 46.151 | 72,46 | 4.653 | 88,19 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 13.528 | 51,02 | 1.364 | 64,81 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 123.059 | 3,84 | 12.407 | 13,33 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 96.304 | 112,20 | 9.709 | 131,61 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 13.458 | 489,23 | 1.357 | 545,71 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 5.747 | 579 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 845 | 67,66 | 85 | 84,78 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 595.701 | 53,63 | 60.059 | 67,67 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 289.717 | 8,48 | 29 | 20,83 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 93.623 | 4,34 | 9.439 | 13,89 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 45.461 | 8,95 | 4.583 | 18,92 | ||||
| 2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 163.928 | 22,10 | 14.857 | 10,33 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 152.343 | 6,26 | 15.515 | 32,97 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 88.731 | 5,55 | 8.946 | 9,78 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 80.910 | 1,60 | 8.157 | 10,89 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 87.565 | 11,36 | 8.828 | 21,53 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2.585.372 | 11,48 | 260.657 | 21,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 865 | 74,75 | 87 | 93,33 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3.735.407 | 218,11 | 376.603 | 247,18 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 215 | 9,69 | 22 | 16,67 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 192.937 | 0,37 | 19.525 | 9,96 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 508.378 | 3,97 | 51.255 | 13,47 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 82.215 | 14,87 | 8.289 | 25,35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 2.096 | 211 | ||||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 20.307 | 1.190,97 | 2.047 | 1.311,72 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 22.608 | 86,84 | 2.279 | 104,03 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 13.056 | 4,20 | 1.316 | 13,74 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 206.552 | 12,20 | 20.825 | 22,44 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 231.110 | 2,28 | 23.511 | 21,38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 174.605 | 27,23 | 17.604 | 38,85 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 2.376 | 240 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 5.656 | 2,19 | 570 | 11,55 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 275 | 32,85 | 28 | 42,11 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 295.806 | 11,03 | 29.823 | 21,18 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 248.783 | 4,66 | 25.080 | 14,21 | ||||
| 2025-08-12 | 13F | Sandhill Capital Partners LLC | 2.482 | 250 | ||||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 502.305 | 3,65 | 45.524 | -6,34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.492 | 13,46 | 150 | 23,97 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 104.568 | 20,82 | 10.543 | 31,86 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 3.474.063 | 0,30 | 350.255 | 9,46 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 244.883 | 7,29 | 24.689 | 17,10 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 44.116 | 76,70 | 4.448 | 92,84 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 25 | 3 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 2.614 | 8,24 | 264 | 17,94 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 34.020 | 0,31 | 3.430 | 9,45 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8.777 | 13,41 | 885 | 23,81 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 387.561 | 54,82 | 39.074 | 68,97 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2.421 | 4,17 | 243 | 14,08 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 50.500 | 5.091 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 53.483 | 3,42 | 5.392 | 12,87 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 480 | 48 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 8.244 | 0,16 | 828 | 8,82 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 38.725 | 25,87 | 3.904 | 37,37 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 19.146 | 1.930 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 90.592 | 28,69 | 9.134 | 40,44 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 675.484 | 5,95 | 68.102 | 15,63 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 57.121 | 20,42 | 5.759 | 31,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.089 | 2,54 | 110 | 6,86 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 60 | 6 | ||||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 295.952 | 4,03 | 29.838 | 13,53 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6.886 | 34,26 | 694 | 46,72 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 26.475 | 10,39 | 2.669 | 20,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 69.743 | 71,14 | 7.031 | 86,80 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 365.900 | 6,79 | 36.890 | 16,55 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4.906 | 495 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 25.609 | 36,57 | 2.582 | 49,02 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 348.017 | 24,12 | 35.087 | 35,46 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 70.838 | 35,18 | 7.142 | 47,51 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 230.313 | 5,24 | 23.308 | 13,84 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 25.371 | 1,11 | 2.558 | 10,31 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 12.275 | 11,32 | 1.238 | 21,51 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 14.662 | 1.478 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 26.099 | 112,29 | 2.631 | 131,81 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3.894 | 1.012,57 | 393 | 1.125,00 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 10.436 | 24,82 | 1.056 | 36,79 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 4.834 | 0,31 | 486 | 9,21 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 34.604 | 11,28 | 3.489 | 22,13 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 55.822 | 4,12 | 5.628 | 13,65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20.086 | 2,09 | 2.071 | 13,92 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 9.982 | 0,08 | 1.006 | 9,23 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 358 | 138,67 | 36 | 176,92 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 39.809 | 8,79 | 4.014 | 18,73 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 2.022 | 206 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 3.482 | 51,33 | 351 | 65,57 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 5.159 | 130,42 | 520 | 152,43 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 109.233 | 11,89 | 11.013 | 22,11 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 12.493 | 432,75 | 1.259 | 482,87 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 97.500 | 9.830 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 7.875 | 0,09 | 794 | 9,23 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 15.448 | 140,40 | 1.557 | 162,56 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2.284 | 0,48 | 230 | 10,05 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 15.112 | 0,70 | 1.524 | 9,88 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3.268 | 329 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8.929 | 23,06 | 900 | 34,33 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 574.539 | 6,52 | 57.925 | 16,25 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 263.783 | 6,53 | 26.595 | 16,26 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1.987 | 200 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 207 | 21 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3.536 | 0,40 | 357 | 9,54 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5.521 | 3,86 | 557 | 13,24 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 35.910 | 3,46 | 3.620 | 12,91 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 939 | 95 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 56.208 | 5.667 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 118.577 | 1,71 | 11.955 | 10,99 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11.184 | 12,78 | 1.128 | 23,03 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 530.115 | 0,32 | 53.446 | 9,49 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 138.935 | 0,13 | 14.007 | 9,28 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 283 | 29 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 45.514 | 89,95 | 4.589 | 107,32 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 35.606 | 172,78 | 3.590 | 197,84 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 58.662 | 7,58 | 5.914 | 17,41 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 36.862 | 0,86 | 3.839 | 21,10 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 68.164 | 234.948,28 | 6.872 | 46,46 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 650 | 66 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 11.361 | 215,93 | 1.145 | 244,88 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 2.134 | 215 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 494.121 | 3,72 | 49.817 | 13,20 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 139.948 | 11,88 | 14.110 | 22,10 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 6.398 | 0,16 | 645 | 9,32 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 307.815 | 9,21 | 31.034 | 19,18 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 4.254 | 429 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 366.093 | 21,74 | 36.909 | 32,86 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 101.891 | 3,76 | 9.413 | -1,11 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 115.849 | 5,43 | 11.680 | 16,08 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 159.120 | 0,26 | 16.042 | 9,42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 220.386 | 2,18 | 22.885 | 15,38 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 82.657 | 23,04 | 8.334 | 34,29 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 17.652 | 12,66 | 1.780 | 22,94 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 150.501 | 2,10 | 15.174 | 11,43 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 95.231 | 0,19 | 10 | 12,50 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 6.286 | 0,06 | 634 | 9,14 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 137.710 | 80,46 | 13.936 | 97,70 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 113.350 | 2,88 | 11.428 | 12,27 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 596.319 | 3,94 | 61.886 | 18,75 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35.005 | 0,59 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 601.310 | 2,95 | 61.652 | 14,27 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1.215.138 | 2,93 | 122.510 | 12,33 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 30.897 | 0,06 | 3.115 | 9,22 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1.146 | 774,81 | 116 | 858,33 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 16.229 | 66,97 | 1.636 | 82,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2.869 | 289 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 10.804 | 1.114 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.928.514 | 460,20 | 194.433 | 511,38 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 74.058 | 14,19 | 7.467 | 24,62 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 0 | 0 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 6.410 | 648 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 1.108.916 | 8,34 | 111.801 | 18,24 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 25.517 | 36,27 | 2.573 | 48,76 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 661.964 | 0,37 | 66.739 | 9,54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 111.019 | 36,37 | 11.193 | 48,22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 47.465 | 1,18 | 4.785 | 10,05 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6.952 | 0,10 | 701 | 9,20 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 171.198 | 3,03 | 17.260 | 12,41 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 132.545 | 3,97 | 13.363 | 13,48 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 209.927 | 24,81 | 21.165 | 36,22 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 113.087 | 16,60 | 11.401 | 27,26 | ||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 469.059 | 5,06 | 42.511 | -5,07 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 12.397 | 2,84 | 1.250 | 12,31 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 57.492 | 292,46 | 6 | 400,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 460.285 | 14,24 | 46.406 | 24,67 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 13.967 | 0,31 | 1.408 | 9,49 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 5.275 | 532 | ||||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 162.919 | 3,62 | 16.425 | 13,08 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 10.307 | 3,50 | 1.039 | 13,06 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.674.852 | 2,24 | 168.859 | 11,58 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 342.698 | 7,31 | 34.551 | 17,11 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 50.865 | 4,05 | 5.128 | 13,58 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 131.134 | 5,82 | 13.221 | 15,48 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 53.887 | 4,83 | 5.433 | 14,41 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4.361 | 5,08 | 440 | 14,62 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 2.142 | 216 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 168.592 | 2,91 | 16.997 | 12,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 8.456 | 1.204,94 | 852 | 1.274,19 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 964 | 17,56 | 97 | 29,33 | ||||
| 2025-07-18 | 13F | Vicus Capital | 28.767 | 9,27 | 2.900 | 19,29 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 1.359.030 | 111,89 | 137.017 | 131,24 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 183 | 18 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 91.640 | 0,04 | 9.378 | 17,64 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2.007 | 202 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 60.610 | 8,47 | 6 | 20,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.637.938 | 2,47 | 165.137 | 11,84 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 157.846 | 2,35 | 15.914 | 11,70 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 43.359 | 24,04 | 4.371 | 35,37 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 125.714 | 4,83 | 12.674 | 14,41 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 3.032 | 306 | ||||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 4.194 | 22,99 | 423 | 33,97 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 23.982 | 14,54 | 2.418 | 24,97 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 85.583 | 15,66 | 8.628 | 26,23 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 12.879 | 1.013,14 | 1.298 | 1.124,53 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 18.851 | 1.901 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 474 | 48 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 136.495 | 6,08 | 13.761 | 15,77 |
