Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF, omfatter Premier Financial Group, Atlantic Union Bankshares Corp, M Holdings Securities, Inc., Midwest Trust Co, Fundamentun, Llc, rebel Financial LLC, Roundview Capital LLC, Eaton Financial Holdings Company, LLC, Legacy Capital Wealth Partners, LLC, Sei Investments Co, B&D White Capital Company, LLC, Maseco Llp, Destination Wealth Management, Silverlake Wealth Management Llc, Callan Capital, LLC, Wealth Advisors Northwest LLC, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Accurate Wealth Management, LLC, og Vident Advisory, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23.325 | 100,51 | 1 | |||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 5.807 | 0,55 | 313 | 5,39 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 289.000 | 11,75 | 14.881 | 3,38 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 33 | 2 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 786 | 13,26 | 42 | 20,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9.478 | 15,44 | 511 | 21,09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 43.288 | 13,71 | 2.336 | 19,13 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17.131 | 1,36 | 924 | 6,21 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 14.347 | 2,22 | 774 | 7,20 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 376.716 | 7,30 | 20.328 | 20,04 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.139 | 2,99 | 169 | 8,33 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 16.942 | 2,18 | 914 | 7,15 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 121.123 | 1,90 | 6.536 | 6,78 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 289.898 | 7,06 | 15.643 | 24,75 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 140.353 | 0,75 | 7.573 | 5,59 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 119.501 | 0,41 | 6.448 | 5,24 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 193.868 | 1,96 | 10.461 | 6,85 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 16.169 | 872 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 5.174 | 0,21 | 279 | 5,28 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7.449 | 63,46 | 402 | 71,37 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 15.478 | 2,72 | 835 | 7,74 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 63.638 | 30,89 | 3.434 | 37,16 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 42.999 | 31,93 | 2.418 | 33,24 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 424 | 0,47 | 23 | 4,76 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1.535.250 | 5,05 | 82.842 | 10,09 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 234.148 | 4,43 | 12.635 | 9,44 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 5.195 | 0,44 | 280 | 5,26 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 18 | 1 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 32.650 | 0,41 | 1.762 | 5,20 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 56.848 | 37,83 | 3.068 | 44,47 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 229 | 12 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4.883 | 0,74 | 263 | 5,62 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22.800 | 4,59 | 1.230 | 9,63 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 68.843 | 25,12 | 3.715 | 31,10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 53.985 | 18,08 | 2.913 | 23,75 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 69.719 | 19,31 | 3.762 | 25,07 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 22.595 | 0,39 | 1.219 | 5,27 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5.844 | 303 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 141.608 | 0,25 | 7.641 | 5,06 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 18.852 | 3,93 | 1.017 | 8,89 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 39.988 | 6,77 | 2.158 | 11,88 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1.100.761 | 59,42 | 60.037 | 68,87 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9.376 | 506 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 536.252 | 5,75 | 28.936 | 10,82 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 453.903 | 24.493 | ||||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 7.271 | 0,47 | 392 | 5,38 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 118.316 | 68,23 | 6.384 | 76,30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 46.843 | 0,55 | 2.528 | 5,38 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 154.307 | 0,06 | 8.326 | 4,86 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 724.343 | 4,13 | 39.086 | 9,12 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 35.634 | 1,04 | 1.923 | 5,90 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131.800 | 3,94 | 7.112 | 8,93 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5.722 | 5,53 | 309 | 10,39 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 41.302 | 10,86 | 2.229 | 16,16 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1.261.350 | 24,34 | 68.062 | 30,31 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 13.112 | 11,33 | 708 | 16,67 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 220.282 | 2,70 | 11.886 | 7,62 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12.868 | 7,02 | 1 | |||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 50.235 | 7,53 | 2.711 | 16,31 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 93.220 | 15,20 | 5.030 | 20,74 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 120.792 | 7,85 | 6.518 | 13,02 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 16.848 | 12,98 | 909 | 18,51 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 4.555 | 0,18 | 246 | 4,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 291.576 | 0,56 | 15.733 | 5,39 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 289.256 | 2,19 | 15.608 | 7,09 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 129.926 | 2,46 | 7.011 | 7,38 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 84.450 | 0,11 | 4.557 | 4,90 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 194 | 0,52 | 10 | 11,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 108.276 | 0,55 | 5.843 | 5,38 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1.337.702 | 10,28 | 74.992 | 11,95 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 10.986 | 1,30 | 593 | 6,09 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 33.973 | 1.833 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6.867 | 354 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 196.397 | 8,84 | 10.598 | 14,06 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 27.800 | 25,19 | 1.500 | 31,23 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9.113 | 15,12 | 512 | 38,38 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13.822 | 16,94 | 746 | 22,53 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8.815 | 3,16 | 476 | 8,20 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7.029 | 379 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8.182 | 231,93 | 442 | 250,00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 88.940 | 88,20 | 4.799 | 97,25 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 99.511 | 0,29 | 5.370 | 5,09 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 75.964 | 10,11 | 4.099 | 15,40 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 9.428 | 509 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5.844 | 315 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 8.608 | 56,88 | 464 | 64,54 | ||||
| 2025-07-29 | 13F | Schubert & Co | 32.004 | 0,24 | 1.727 | 5,05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39.889 | 217,23 | 2.152 | 232,61 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4.601.657 | 7,77 | 248.305 | 12,94 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 28.361 | 24,25 | 1.530 | 30,10 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 223.673 | 10,37 | 12.069 | 15,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 141.448 | 24,15 | 7.633 | 30,11 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 206.143 | 0,09 | 11.123 | 4,89 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 319 | 17 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1.657.077 | 1,19 | 91.968 | 15,51 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 392.013 | 7,95 | 21.153 | 13,13 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 541 | 4,04 | 29 | 16,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 67.844 | 12,86 | 3.661 | 18,26 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 41.226 | 8,12 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 411.625 | 3,02 | 22.211 | 7,96 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 485.275 | 4,36 | 26.185 | 9,36 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23.941 | 12,27 | 1.292 | 17,58 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 30.674 | 0,00 | 1.655 | 4,81 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15.732 | 56,35 | 849 | 63,71 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 5.534 | 0,45 | 299 | 5,30 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 10.254 | 0,29 | 528 | 10.440,00 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 8.619 | 0,47 | 465 | 5,44 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 15.281 | 0,37 | 868 | 14,21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 53.430 | 4,58 | 2.883 | 9,62 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 472.943 | 3,17 | 25.520 | 8,12 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 79.227 | 2,09 | 4.275 | 7,09 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4.848 | 19,91 | 262 | 25,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12.131 | 655 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 81 | 70,21 | ||||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 437.580 | 1,97 | 23.612 | 6,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.185.067 | 4,51 | 63.946 | 9,53 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 11.140 | 525,14 | 601 | 560,44 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 395.898 | 3,86 | 21.363 | 8,85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.553.224 | 10,03 | 83.812 | 15,31 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 491.885 | 34,22 | 26.542 | 40,66 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 640 | 35,02 | 35 | 41,67 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 128.609 | 0,03 | 7.106 | 7,33 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 4.602 | 15,95 | 248 | 21,57 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 300.782 | 11,67 | 16.230 | 17,03 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 286.572 | 2,59 | 15.478 | 7,61 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 838.424 | 0,10 | 45.241 | 4,90 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 60.112 | 0,81 | 3.095 | -6,75 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 16.086 | 0,46 | 868 | 5,22 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 55.212 | 37,70 | 2.979 | 44,33 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 122.249 | 14,46 | 6.597 | 19,95 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 170.130 | 2,01 | 9.180 | 6,91 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3.800 | 128,92 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 89.162 | 227,63 | 4.811 | 243,40 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 44.323 | 13,59 | 2.392 | 19,01 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 156.852 | 25,52 | 8.464 | 31,54 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4.712 | 0,45 | 254 | 5,39 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 337.188 | 1,04 | 18.195 | 5,88 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 35.665 | 4,42 | 1.836 | -3,42 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 15.120 | 178,76 | 816 | 192,11 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 6.309 | 5,08 | 340 | 10,03 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24.854 | 43,73 | 1.341 | 50,67 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 3.902 | 211 | ||||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 46.722 | 4,91 | 2.521 | 9,94 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3.868 | 209 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 156.124 | 30,26 | 8.424 | 36,51 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 155.872 | 10,49 | 8.411 | 15,79 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 71.655 | 1,56 | 3.867 | 15,68 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 860.757 | 7,92 | 46.447 | 13,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1.198.473 | 8,25 | 64.670 | 13,45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 449.800 | 3,44 | 24 | 9,09 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21.296 | 7,97 | 1.149 | 13,31 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 132.919 | 87,80 | 7.172 | 96,82 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 6.746 | 0,31 | 347 | -7,22 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 4.098 | 1,81 | 221 | 6,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 286.633 | 14,46 | 15.466 | 19,94 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 174.031 | 24,28 | 9 | 28,57 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 286.056 | 1,31 | 15.436 | 6,17 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 708.143 | 6,17 | 38.211 | 11,26 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 926.004 | 13,92 | 49.967 | 24,96 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 73.805 | 17,02 | 3.983 | 22,64 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 452.257 | 4,94 | 24.404 | 9,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.171.151 | 0,27 | 122.344 | 9,73 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 41.983 | 2,24 | 2.265 | 7,14 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 311.986 | 19,36 | 16.835 | 25,09 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 16.490 | 24,78 | 890 | 30,74 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 15.822 | 854 | ||||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 215.040 | 8,03 | 11.606 | 13,23 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5.117 | 276 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 113.089 | 21,25 | 6.102 | 27,07 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.270.120 | 8,42 | 176.456 | 13,62 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 87.884 | 7,97 | 4.900 | 15,98 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 539.287 | 6,31 | 29.100 | 11,41 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 230.697 | 39,65 | 12.448 | 46,36 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 13.845 | 0,80 | 747 | 5,66 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 6.702 | 362 | ||||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 358.514 | 4,46 | 19.345 | 9,47 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 351.786 | 6,93 | 18.982 | 12,07 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 187.170 | 3,25 | 10.341 | 23,18 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 13.953 | 11,41 | 753 | 16,77 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14.222 | 767 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 640.246 | 1,56 | 34.548 | 6,43 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8.789 | 84,45 | 474 | 93,47 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 132.818 | 22,56 | 7.167 | 28,45 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7.767 | 0,71 | 419 | 5,54 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4.962 | 0,47 | 268 | 5,12 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 296.660 | 16.008 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 104.684 | 6 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 14.815 | 28,83 | 799 | 34,97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 263.445 | 4,14 | 14.215 | 9,14 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 7.261 | 392 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 13.020 | 703 | ||||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 402.185 | 19,65 | 21.702 | 25,39 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 30.439 | 10,61 | 1.642 | 15,88 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 353.347 | 27,17 | 18.314 | 20,35 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 10.830 | 591 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11.637 | 29,73 | 628 | 36,01 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 17.735 | 0,04 | 957 | 4,82 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 9.961 | 0,45 | 537 | 5,29 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12.623 | 0,18 | 681 | 5,09 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4.625 | 0,26 | 250 | 5,06 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 26.044 | 0,08 | 1.405 | 4,93 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 10.820 | 80,48 | 584 | 89,29 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 310.008 | 7,03 | 16.728 | 12,16 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 68.237 | 31,68 | 3.682 | 38,01 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 4.375 | 0,44 | 236 | 5,36 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 51.305 | 0,00 | 2.768 | 4,81 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5.549 | 4,72 | 299 | 9,93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 201.294 | 4,17 | 10.862 | 9,17 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 98.372 | 7,25 | 5.308 | 12,41 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 976 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30.370 | 0,18 | 1.639 | 5,00 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 5.316 | 35,75 | 287 | 42,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 306.195 | 28,34 | 16.525 | 34,62 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 161.076 | 0,19 | 8.692 | 4,99 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 465.775 | 17,16 | 25.133 | 22,79 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 309 | 16 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 22.975 | 0,68 | 1.240 | 5,54 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 4.833 | 0,46 | 261 | 5,26 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 498.843 | 1,27 | 26.918 | 6,13 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 43.278 | 22,78 | 2.335 | 28,72 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 65.144 | 13,02 | 3.515 | 18,47 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 608.546 | 7,95 | 32.837 | 13,13 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 903.198 | 6,51 | 48.737 | 11,62 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1.472.191 | 11,51 | 79.439 | 16,86 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 3.709 | 202 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 21.173 | 8,38 | 1.142 | 13,63 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 371.598 | 13,63 | 20.051 | 19,08 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9.943 | 24,96 | 537 | 31,05 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10.742 | 4,04 | 580 | 9,04 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 12.900 | 2,38 | 696 | 7,41 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 97.447 | 11,47 | 5.319 | 132.850,00 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1.795.383 | 1,14 | 96.879 | 6,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.264 | 68 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 46.410 | 6,52 | 2.504 | 11,64 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 5.865 | 0,41 | 316 | 5,33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99.098 | 1,43 | 5.347 | 6,30 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.036 | 58 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.285 | 69 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 29.774 | 2,62 | 1.607 | 7,57 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 976 | 53 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 9.353.565 | 5,37 | 504.718 | 10,42 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 52.626 | 200,33 | 2.840 | 214,75 | ||||
| 2025-08-07 | 13F | PFG Advisors | 5.236 | 1,45 | 283 | 6,42 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 705.637 | 38.598 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1.100.428 | 1,38 | 59.379 | 6,24 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14.973 | 1,75 | 808 | 6,61 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 3.716 | 0 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2.099.217 | 3,42 | 113.274 | 8,38 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15.996 | 1,42 | 863 | 6,28 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 59.841 | 1,44 | 3.229 | 6,32 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1.447 | 0,07 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 157.549 | 5,38 | 8.501 | 10,45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 506.498 | 33,74 | 27.331 | 40,16 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 243.145 | 1,55 | 13.120 | 6,42 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10.062 | 113,22 | 543 | 123,97 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 61.743 | 9,54 | 3.332 | 14,78 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5.323 | 287 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 74.537 | 2,39 | 4.022 | 7,31 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 526.750 | 2,25 | 28.423 | 7,15 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 97.523 | 0,41 | 5.262 | 5,24 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 4.004 | 0,45 | 216 | 5,37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6.840 | 39,11 | 369 | 45,85 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 5.649 | 0,46 | 305 | 5,19 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 22.195 | 0,61 | 1.198 | 5,46 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 3.844 | 207 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 23.753 | 20,00 | 1.282 | 25,71 | ||||
| 2025-08-08 | 13F | Creative Planning | 14.095.721 | 1,08 | 760.605 | 5,93 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5.844 | 315 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3.775 | 204 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 3.605 | 0,28 | 195 | 4,86 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 382.974 | 6,58 | 20.665 | 11,70 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 690.456 | 3,10 | 37.257 | 8,05 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 104.970 | 10,99 | 6 | 25,00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1.329 | 72 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 64.236 | 819,50 | 3.466 | 865,46 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 20.635 | 54,53 | 1.113 | 62,01 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 57.761 | 125.467,39 | 3.117 | -3,83 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 324.797 | 10,05 | 17.526 | 15,33 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4.296 | 232 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 19.016 | 0,12 | 1.026 | 5,02 | ||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 242.299 | 134,13 | 13.075 | 145,36 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 39.103 | 2.110 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.593 | 197,47 | 248 | 190,59 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 717 | 0,14 | 39 | 5,56 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 6.253 | 0,03 | 352 | 19,39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2.891 | 0,07 | 156 | 5,41 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 1.168.197 | 65.249 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4.978 | 282 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6.845 | 3,93 | 369 | 8,85 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 75.188 | 8,57 | 4.057 | 13,80 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161.106 | 36,70 | 8.629 | 42,19 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 40.755 | 12,45 | 2.199 | 17,85 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2.396.117 | 3,95 | 129.294 | 8,94 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 12.259 | 22,30 | 661 | 28,10 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 15 | 1 | ||||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 299.201 | 7,05 | 16.145 | 3,77 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 8.550 | 0,26 | 461 | 5,01 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 17.361 | 937 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 342.966 | 10,79 | 19 | 20,00 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 121.341 | 12,98 | 6.548 | 18,41 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 187.289 | 5,30 | 10.106 | 10,36 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 7.436 | 0,05 | 401 | 4,97 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 27 | ||||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 15.986 | 97,07 | 1 | |||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 107.434 | 37,03 | 5.797 | 43,63 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 498.065 | 9,13 | 26.876 | 14,37 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 922.479 | 3,84 | 49.777 | 8,82 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19.047 | 0,46 | 1.028 | 5,23 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 41.952 | 1,39 | 2.264 | 6,24 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 151.497 | 9,31 | 8.175 | 14,55 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 691.301 | 7,60 | 37.303 | 12,76 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 30.944 | 13,09 | 1.670 | 18,54 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 338.448 | 3,78 | 18.263 | 8,76 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 69.641 | 6,51 | 3.758 | 11,62 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 17.592 | 0,54 | 949 | 5,44 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1.954 | 105 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8.374 | 452 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3.768 | 0,45 | 203 | 5,18 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 8.549 | 11,69 | 461 | 17,01 |
