Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional U.S. Small Cap ETF, omfatter Midwest Trust Co, Premier Financial Group, Washington Trust Bank, Maseco Llp, Sentinel Wealth Management, Inc., Conservest Capital Advisors, Inc., B&D White Capital Company, LLC, Abacus Planning Group, Inc., Atlantic Union Bankshares Corp, Wealth Management Partners, LLC, Concord Asset Management, LLC/VA, Summit Wealth Group Llc / Co, We Are One Seven, LLC, Linscomb & Williams, Inc., Opus Capital Group, LLC, Semitam Bonam Llc, Cambridge Capital Management, Llc, First American Trust, Fsb, Tableaux Llc, og Legacy Capital Wealth Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 187.161 | 5,63 | 11.924 | 12,64 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1.183.712 | 2,16 | 75.414 | 8,93 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 11.002 | 701 | ||||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 320.429 | 6,59 | 20.415 | 13,66 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 9.950 | 634 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6.393 | 0,84 | 407 | 7,67 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 13.065 | 0,01 | 832 | 6,67 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 5.689 | 3,21 | 362 | 10,03 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 171.936 | 1,97 | 10.954 | 8,72 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 57.214 | 2,70 | 3.645 | 9,53 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4.831 | 7,64 | 308 | 14,55 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 408.772 | 17,00 | 26.035 | 24,72 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 70.606 | 13,51 | 4.498 | 21,04 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 6.643 | 0,08 | 423 | 6,82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 147 | 9 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 222.993 | 14 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 66.399 | 29,89 | 4.230 | 38,51 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 35.438 | 2.303 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 24.052 | 6,58 | 1.532 | 13,65 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 235.100 | 3,83 | 14.978 | 10,72 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5.452 | 347 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 4.026 | 2,08 | 241 | -6,25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8.093 | 1,09 | 516 | 7,74 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 66.210 | 6,33 | 4.302 | 15,12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 549.865 | 15,60 | 35.032 | 23,26 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 13.323 | 849 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 136.889 | 7,57 | 8.721 | 14,70 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 11.386 | 12,49 | 725 | 20,03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 229.817 | 8,12 | 14.642 | 15,28 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8.093 | 4,56 | 516 | 11,47 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 22.444 | 25,36 | 1.430 | 22,66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72.024 | 11,17 | 4.589 | 18,55 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 47.885 | 9,11 | 3.051 | 16,32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 62 | 933,33 | 4 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 46.021 | 45,61 | 2.932 | 55,30 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 92.390 | 175,12 | 5.886 | 193,42 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 788.381 | 4,98 | 47.106 | -3,62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.595 | 42,27 | 165 | 52,78 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 3.682 | 0,08 | 235 | 6,85 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 11.095 | 0,01 | 707 | 6,65 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 227.424 | 1,40 | 14.489 | 8,13 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 3.711 | 0,08 | 222 | -8,68 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 42.236 | 17,88 | 2.691 | 25,70 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35.368 | 199,75 | 2.253 | 220,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 164 | 0,61 | 10 | 11,11 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 97.661 | 155,63 | 6.222 | 172,61 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 9.259 | 9,42 | 590 | 16,63 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 335.322 | 10,20 | 21.363 | 17,50 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 23.686 | 55,05 | 1.509 | 65,46 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 22.331 | 139,32 | 1.423 | 155,30 | ||||
| 2025-08-12 | 13F | Ade, Llc | 13.792 | 259,35 | 879 | 283,41 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 301.708 | 1,88 | 19.222 | 8,62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11.540 | 32,46 | 735 | 29,86 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 45.308 | 3,60 | 2.887 | 10,45 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9.474 | 1,57 | 566 | -6,75 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 234.180 | 7,88 | 14.920 | 15,04 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 731 | 0,27 | 47 | 6,98 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 576.109 | 28,36 | 36.704 | 36,87 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2.788.890 | 4,89 | 177.680 | 11,84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.511 | 797,95 | 224 | 792,00 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 44.431 | 6,47 | 2.831 | 13,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 716.514 | 12,22 | 45.649 | 19,66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 45.845 | 8,24 | 2.921 | 15,42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 621.980 | 2,57 | 41.393 | 15,46 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 22.130 | 1,14 | 1.410 | 7,80 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 123.152 | 2,18 | 8.057 | 11,89 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 44.696 | 11,08 | 2.848 | 18,43 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 355 | 23 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 230 | 0,44 | 15 | 7,69 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 73.937 | 21,85 | 4.804 | 38,88 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17.252 | 26,10 | 1.099 | 34,68 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 22.524 | 5,48 | 1.435 | 12,55 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 3.939 | 23,29 | 251 | 31,58 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3.708 | 236 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 133.095 | 14,30 | 8.479 | 21,88 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 46.608 | 62,66 | 2.969 | 73,42 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 18.443 | 0,22 | 1.175 | 6,92 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10.045 | 2,10 | 640 | 8,86 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 165.649 | 21,21 | 10.554 | 29,25 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 31.839 | 24,65 | 2.028 | 32,90 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 42.567 | 173,13 | 2.798 | 200,43 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 51.571 | 3.286 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 47.356 | 13,06 | 3.017 | 20,58 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 64.106 | 2,45 | 4.084 | 9,26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 35.139 | 0,84 | 2.239 | 7,54 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 10.514 | 31,23 | 670 | 39,96 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 50.687 | 42,03 | 3.229 | 51,45 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 274.017 | 6,07 | 17.458 | 13,10 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13.378 | 26,78 | 852 | 35,24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 118.798 | 6,68 | 7.569 | 13,75 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 487.757 | 18,77 | 31.075 | 26,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 126.142 | 7,40 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 965.027 | 15,15 | 61.482 | 22,78 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 162.737 | 10.368 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3.171 | 202 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 23.734 | 89,45 | 1.501 | 100,94 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 479.459 | 3,75 | 30.546 | 10,62 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 157.722 | 22,85 | 10 | 42,86 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 13.195 | 5,53 | 841 | 12,45 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 67.898 | 0,86 | 4.393 | 9,22 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 156.649 | 7,92 | 9.980 | 15,08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6.216.760 | 15,66 | 396.070 | 23,32 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 272.196 | 2,14 | 17.342 | 8,91 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 43.144 | 0,79 | 2.749 | 7,47 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6.803 | 0,22 | 406 | -7,94 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 407.632 | 4,68 | 26.851 | 15,40 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 69.605 | 8,50 | 4.435 | 15,68 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 404.277 | 7,90 | 25.757 | 15,05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13.795 | 28,50 | 879 | 36,97 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 22.698 | 15,61 | 1.446 | 23,27 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2.395 | 153 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3.548 | 226 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 170.511 | 406,61 | 10.863 | 440,18 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1.219.558 | 6,01 | 77.698 | 13,03 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 18.647 | 8,31 | 1.188 | 15,47 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 71.035 | 4,94 | 4.526 | 11,89 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 146.317 | 2,78 | 9.322 | 9,58 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 208.988 | 6,63 | 13.315 | 13,69 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 656.567 | 18,45 | 40.569 | 22,49 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 28.247 | 32,57 | 1.800 | 41,32 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 45.015 | 0,13 | 2.868 | 6,78 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 65.740 | 5,94 | 4.188 | 12,98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21.957 | 6,34 | 1.399 | 13,38 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 311.802 | 4,09 | 19.865 | 10,99 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 89.735 | 19,23 | 5.717 | 27,16 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23.996 | 1.529 | ||||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 117.629 | 2,14 | 7.494 | 8,91 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 7.569 | 0,50 | 482 | 7,35 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 38.988 | 11,79 | 2.484 | 19,20 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 161.238 | 0,36 | 10.545 | 13,47 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 145.124 | 10,95 | 9.246 | 18,30 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 337.442 | 19,62 | 21.498 | 27,55 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 5.645 | 7,10 | 360 | 14,33 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 39.160 | 0,46 | 2.521 | 11,01 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 118.296 | 3,69 | 7.687 | 12,25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 398.094 | 1,95 | 25.363 | 8,71 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1.756 | 0,29 | 112 | 6,73 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 590.445 | 19,72 | 37.617 | 27,65 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 5.664 | 361 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44.339 | 5,16 | 2.825 | 12,11 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 90.651 | 5.775 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 400.455 | 176,36 | 25.513 | 194,70 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4.259 | 271 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 82.636 | 90,75 | 5.265 | 103,40 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 17.209 | 14,14 | 1.096 | 21,78 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 8.786 | 0,27 | 560 | 6,88 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 99.811 | 5,56 | 6.359 | 12,55 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 24.235 | 18,98 | 1.544 | 26,87 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 34.981 | 24,81 | 2.229 | 33,09 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 46.687 | 3,07 | 2.974 | 9,90 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 47.859 | 4,35 | 3.086 | 154.150,00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5.742 | 4,31 | 366 | 11,28 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 83.227 | 3,13 | 5.302 | 9,98 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 579.714 | 1,62 | 36.934 | 8,36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22.742 | 3,60 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 728 | 0 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 57.164 | 4,72 | 3.642 | 11,65 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 26.192 | 2,56 | 1.669 | 9,38 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 187.123 | 327,63 | 11.922 | 356,04 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 394.009 | 0,83 | 25.102 | 7,51 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9.791 | 0,01 | 624 | 6,50 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 199.638 | 2,73 | 12.719 | 9,53 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 45.811 | 4,10 | 2.919 | 10,99 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25.989 | 32,06 | 1.656 | 40,85 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 182.217 | 11,30 | 12 | 22,22 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 274.361 | 7,16 | 17.480 | 14,26 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 39.665 | 80,33 | 2.527 | 92,31 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 313 | 20 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19.732 | 2,01 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 72.726 | 3,45 | 4.633 | 10,31 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2.563 | 0,04 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 110.008 | 131,08 | 7.009 | 146,41 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 118.991 | 0,32 | 7.581 | 6,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 261.819 | 18,29 | 17 | 23,08 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 50.849 | 0,99 | 3.240 | -1,13 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 9.159 | 0,01 | 584 | 6,58 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 60.192 | 13,79 | 3.835 | 21,33 | ||||
| 2025-08-08 | 13F | Creative Planning | 20.228.460 | 20,26 | 1.288.755 | 28,23 | ||||
| 2025-08-13 | 13F | ESG Planning | 72.939 | 0,05 | 4.647 | 6,68 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1.333 | 556,65 | 85 | 600,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8.652 | 1,82 | 551 | 8,68 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 19.399 | 4,12 | 1.236 | 10,96 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 90.651 | 2,59 | 5.775 | 9,40 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1.873.337 | 119.350 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 89.836 | 11,20 | 5.723 | 18,56 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3.984 | 0,18 | 254 | 6,75 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 267.362 | 3,23 | 17.034 | 10,07 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10.483 | 16,71 | 668 | 24,44 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 20.505 | 17,53 | 1.306 | 25,34 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 67.300 | 9,33 | 4.288 | 16,56 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14.020 | 0,27 | 921 | 18,38 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 101 | 6 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 232.178 | 12,21 | 14.792 | 19,66 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3.878 | 247 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2.465.735 | 0,76 | 157.092 | 7,44 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 10.642 | 43,66 | 678 | 53,17 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 100.271 | 0,53 | 6.388 | 7,20 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9.781 | 6,15 | 1 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 730.447 | 3,70 | 46.537 | 10,57 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 112.987 | 25,28 | 7.198 | 33,59 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5.603 | 359 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 12.252 | 1,45 | 781 | 8,18 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 252 | 0,40 | 16 | 14,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 36.988 | 2,89 | 2.357 | 9,73 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 334.148 | 7,11 | 21.289 | 14,21 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 234.132 | 0,43 | 14.917 | 7,09 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 13.739 | 12,87 | 875 | 20,36 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 5.805 | 20,94 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 559 | 36 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3.670 | 2,49 | 234 | 9,39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 25.139 | 1.602 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34.871 | 24,24 | 2.252 | 34,23 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 29.150 | 86,62 | 1.857 | 99,04 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6.206 | 1,80 | 395 | 8,52 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 50.955 | 1,85 | 3.045 | -6,48 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 884.785 | 4,32 | 56.370 | 17,45 | ||||
| 2025-07-31 | 13F | City State Bank | 315 | 46,51 | 20 | 66,67 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 128.262 | 6,77 | 8.172 | 13,85 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 38.885 | 32,30 | 3 | 100,00 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1.517 | 97 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 310.763 | 18,89 | 19.799 | 26,77 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 41.338 | 25,88 | 2.634 | 34,20 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 279.161 | 3,76 | 17.785 | 10,64 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4.968 | 0,12 | 317 | 6,76 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 28.682 | 17,61 | 1.827 | 25,39 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10.607 | 44,41 | 676 | 54,11 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 18.440 | 13,37 | 1.175 | 20,91 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 74.609 | 0,03 | 4.753 | 6,67 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 184.002 | 4,95 | 11.723 | 11,90 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4.427 | 0,09 | 292 | 19,67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 38.570 | 58,89 | 2.457 | 69,45 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5.698 | 47,96 | 363 | 57,83 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1.887 | 11,52 | 120 | 18,81 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 31.554 | 6,99 | 2.010 | 14,07 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 166.002 | 3,50 | 10.891 | 16,61 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 144.235 | 4,58 | 9.189 | 11,52 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2.417 | 148 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 3.516 | 232 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 54.797 | 9,31 | 3.491 | 16,56 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5.267 | 4,84 | 336 | 11,67 | ||||
| 2025-07-16 | 13F | Jentner Corp | 17.789 | 57,61 | 1.133 | 68,10 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 210 | 14 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 320.679 | 20.424 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 149.123 | 0,54 | 9.501 | 7,20 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 707.217 | 0,53 | 45.057 | 7,19 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14.157 | 0,50 | 902 | 7,13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13.428 | 3,97 | 1 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 3.425 | 218 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 7.618 | 0,54 | 485 | 7,30 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 9.336 | 241 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1.559 | 0,26 | 99 | -1,00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5.229 | 2,13 | 333 | 9,18 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17.456 | 0,51 | 1.112 | 8,70 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 15.589 | 3,34 | 993 | 10,21 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 26.218 | 5,48 | 1.670 | 12,46 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 187.525 | 0,42 | 11.947 | 7,07 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 567.923 | 2,75 | 36.182 | 9,56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22.692 | 2,30 | 1.446 | 9,06 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 14.997 | 16,21 | 955 | 23,87 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 16.016 | 41,52 | 1.020 | 50,89 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 7.379 | 13,44 | 470 | 21,13 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 171.189 | 2,45 | 10.906 | 15,12 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 19.175 | 0,10 | 1.222 | 6,73 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 240.340 | 63,82 | 15.312 | 74,69 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 17.275 | 7,85 | 1.101 | 14,94 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 373.022 | 7,28 | 24.135 | 16,17 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 239.819 | 18,57 | 15.279 | 26,42 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5.559 | 354 | ||||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 3.719 | 2,09 | 237 | 8,76 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 44.527 | 129,06 | 2.837 | 144,27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 881.370 | 5,22 | 56.152 | 12,19 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31.280 | 192,72 | 2 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 77.501 | 699,14 | 4.938 | 752,68 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 150.416 | 9.583 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 13.655 | 26,15 | 870 | 34,52 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 172.142 | 7,06 | 10.967 | 14,17 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 3.469 | 221 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 507.172 | 15,81 | 32.312 | 23,48 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 37.953 | 0,07 | 2.418 | 6,66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 559.179 | 115,71 | 35.625 | 130,02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2.489 | 17,02 | 159 | 24,41 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 253.403 | 3,04 | 16.144 | 9,87 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 43.691 | 1,12 | 2.784 | 7,83 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 79.503 | 83,83 | 5.065 | 96,01 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 26.247 | 1.672 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 215.903 | 8,79 | 13.755 | 16,01 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 22.916 | 0,52 | 1.460 | 7,12 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6.825 | 6,47 | 435 | 13,61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 174 | 253,06 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 139.919 | 9,99 | 8.914 | 17,29 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 43.817 | 104,62 | 2.618 | 87,94 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 31.784 | 64,81 | 2.049 | 77,86 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16.449 | 6,83 | 1.048 | 13,80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7.010 | 3,42 | 447 | 10,40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.029 | 167,27 | 66 | 160,00 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1.250 | 80 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 36.028 | 103,18 | 2.295 | 116,71 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 154.661 | 4,88 | 9.853 | 11,83 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 265.654 | 13,64 | 16.925 | 21,17 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 102.289 | 12,95 | 6.517 | 20,44 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 45.023 | 6,91 | 2.954 | 17,60 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 907 | 58 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 134.426 | 1.041,82 | 8.564 | 1.118,21 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 852 | 85.100,00 | 54 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 123.129 | 7,05 | 7.845 | 14,14 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 109.158 | 0,16 | 6.522 | -8,04 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 184.192 | 19,46 | 11.287 | 14,80 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102.972 | 3,87 | 6.560 | 10,75 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 16.123 | 23,59 | 1.027 | 31,84 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 48.818 | 2,43 | 3.110 | 9,24 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7.881 | 11,98 | 502 | 19,52 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 14.049 | 16,77 | 895 | 24,65 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 31.195 | 3,96 | 1.987 | 10,82 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 762 | 46 | ||||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 4.583 | 0,02 | 292 | 6,59 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 44.225 | 210,26 | 2.818 | 231,02 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 213 | 14 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3.068.777 | 14,56 | 195.512 | 22,16 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 3.567 | 227 | ||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 118.638 | 13,31 | 7.558 | 20,81 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 115.909 | 7,34 | 7.385 | 14,45 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 374 | 0,27 | 24 | 4,55 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 24.416 | 1.556 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20.702 | 104,46 | 1.319 | 118,21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 778 | 685,86 | 50 | 880,00 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 313.707 | 1,70 | 20.523 | 19,52 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 20.410 | 24,03 | 1.300 | 32,25 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4.158 | 0,17 | 265 | 6,88 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112.064 | 11,26 | 7.140 | 18,63 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 15.244 | 1 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17.530 | 26,35 | 1.117 | 34,78 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 42.641 | 6,91 | 2.717 | 13,97 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8.282 | 528 | ||||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 113.079 | 5,31 | 7 | 16,67 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 218.378 | 0,96 | 13.913 | 7,65 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 35.445 | 0,01 | 2.258 | 6,66 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 136.155 | 28,93 | 8.674 | 37,49 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 98.838 | 681,82 | 6 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 25.049 | 1.596 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 8.223 | 524 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10.762 | 0,27 | 686 | 6,86 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 3.718 | 0,27 | 237 | 6,79 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5.900 | 376 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 459.207 | 2,87 | 29.256 | 9,68 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3.539 | 0,28 | 225 | 7,14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22.697 | 3,10 | 1.446 | 9,96 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3.972 | 197,08 | 253 | 220,25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 138.761 | 108,95 | 8.842 | 123,03 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 94.447 | 14,04 | 6.017 | 21,60 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 20.581 | 10,37 | 1.311 | 17,68 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 34.124 | 37,73 | 2.174 | 46,89 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 49.805 | 69,47 | 3.173 | 80,69 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 138.221 | 4,96 | 9.152 | 2,36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.196 | 4,13 | 140 | 10,32 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 728 | 46 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5.766 | 13,68 | 367 | 19,16 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31.416 | 91,78 | 2.001 | 104,60 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 238.840 | 15,09 | 15.216 | 22,72 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 3.282 | 209 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 58.470 | 9,08 | 3.725 | 16,33 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 256.649 | 1,10 | 16.351 | 7,80 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 19.007 | 0,23 | 1.211 | 6,80 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 89.290 | 35,63 | 5.689 | 44,62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 335.882 | 12,70 | 21.399 | 20,18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 310.794 | 24,59 | 19.801 | 32,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 271.939 | 0,72 | 17.325 | 7,40 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 156.885 | 1,88 | 10 | 0,00 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 328.629 | 3,99 | 20.937 | 10,88 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8.338 | 2,45 | 550 | 13,17 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 46.263 | 4,46 | 2.947 | 11,38 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 88.802 | 10,98 | 5.658 | 18,32 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1.079.798 | 0,37 | 68.794 | 7,02 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4.017 | 256 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6.674 | 24,91 | 426 | 33,23 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 250.656 | 16,47 | 15.969 | 24,20 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 2.310 | 0,13 | 147 | 7,30 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 137.348 | 2.631,12 | 271 | -10,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 189.787 | 3,52 | 12.092 | 10,39 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 9 | 1 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 30.072 | 7,51 | 1.916 | 14,60 | ||||
| 2025-07-30 | NP | APUE - ActivePassive U.S. Equity ETF | 1.286.118 | 3,26 | 78.813 | -0,78 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 879.931 | 3,03 | 56.060 | 9,86 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 100.593 | 28.558,97 | 6.409 | 13,86 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 294.963 | 1,06 | 19 | 5,88 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 12.770 | 0,05 | 814 | 6,69 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 9.190 | 0,01 | 585 | 6,56 | ||||
| 2025-08-01 | 13F | First National Trust Co | 364.218 | 0,32 | 23.204 | 6,97 | ||||
| 2025-08-14 | 13F | UBS Group AG | 817.789 | 13,16 | 52.101 | 20,67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 9.215 | 16,94 | 587 | 24,89 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 1.160.110 | 76.262 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 51.145 | 8,65 | 3.457 | 25,99 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 28.186 | 8,47 | 1.796 | 15,66 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 31.550 | 2.010 | ||||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 397.666 | 12,13 | 25.335 | 19,56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5.861 | 30,80 | 373 | 39,70 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 171.771 | 1,32 | 10.944 | -0,81 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 9.777 | 45,23 | 623 | 54,73 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 93.365 | 4,66 | 5.948 | 11,59 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 6.865 | 1,76 | 442 | 20,16 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 317.697 | 6,11 | 20.240 | 13,14 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 954.004 | 7,35 | 60.780 | 14,46 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6.605 | 9,68 | 421 | 16,99 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3.534 | 4,87 | 225 | 11,94 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 27.602 | 27,89 | 1.759 | 36,38 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 788.022 | 50.205 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 346.275 | 1,46 | 22.061 | 8,18 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 665 | 42 | ||||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 6.862 | 437 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 781 | 0,13 | 50 | 6,52 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 45.692 | 2,34 | 2.911 | 9,15 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 10.564 | 1,30 | 673 | 8,03 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3.017 | 0,23 | 192 | 7,26 |
