Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF, omfatter Maseco Llp, Premier Financial Group, Midwest Trust Co, Modern Wealth Management, LLC, B&D White Capital Company, LLC, Accurate Wealth Management, LLC, Schubert & Co, Breakwater Capital Group, M Holdings Securities, Inc., Bayshore Asset Management, Llc, Werba Rubin Papier Wealth Management, Legacy Capital Wealth Partners, LLC, Higgins & Schmidt Wealth Strategies LLC, Conrad Siegel Investment Advisors, Inc., Cetera Investment Advisers, Northern Trust Corp, Triad Wealth Partners, LLC, Cascade Financial Partners, LLC, Tableaux Llc, og Dynamic Advisor Solutions 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 514.321 | 4,54 | 15.265 | 17,26 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 563.100 | 4,57 | 17 | 14,29 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85.955 | 0,99 | 2.551 | 13,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 59.551 | 20,63 | 1.767 | 35,30 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 164.558 | 33,40 | 4.884 | 49,63 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 200.345 | 13,16 | 5.946 | 26,94 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 20.166 | 30,18 | 599 | 47,65 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1.723.511 | 29,02 | 51.154 | 44,72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 142.347 | 12,44 | 4.225 | 26,13 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 633.796 | 0,93 | 18.811 | 13,22 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 363.693 | 5,77 | 10.794 | 18,64 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 22.431 | 42,10 | 666 | 59,47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36.318 | 3,30 | 1.087 | 16,88 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 965.303 | 5,23 | 28.650 | 18,03 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 20.756 | 78,29 | 616 | 99,68 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 76.943 | 6,24 | 2.284 | 19,15 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 373.566 | 11,06 | 11.087 | 33,77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 40.754 | 15,33 | 1.210 | 28,48 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 330.831 | 5,34 | 9.819 | 18,17 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1.000 | 30 | ||||||
| 2025-07-14 | 13F | Chico Wealth RIA | 18.235 | 5,85 | 541 | 18,90 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18.455 | 94,96 | 548 | 118,80 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 76.463 | 16,35 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8.600 | 255 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 107.424 | 2,42 | 3.188 | 14,88 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 32.497 | 1,12 | 991 | 21,77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6.450.225 | 1,43 | 191.443 | 13,77 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 16.536 | 491 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co | 546.668 | 2,35 | 16.225 | 14,81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 28.779 | 103,24 | 867 | 131,82 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 132.061 | 5,69 | 3.920 | 18,54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6.646 | 197 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 274.232 | 3,30 | 8.139 | 15,87 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6.589.610 | 1,57 | 195.843 | 13,91 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 308.542 | 7,31 | 9.158 | 20,38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.231.716 | 3,64 | 36.557 | 16,25 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 29.374 | 4,94 | 872 | 17,70 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27.825 | 45,41 | 826 | 63,04 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24.991 | 6,56 | 742 | 19,52 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 191.661 | 5.688 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 220.968 | 2,61 | 6.558 | 15,11 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 24.336 | 2,69 | 732 | 16,59 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 1.005.577 | 9,05 | 29.846 | 22,33 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1.095.851 | 6,58 | 32.667 | 25,33 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 33.135 | 1,23 | 983 | 13,51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4.632.242 | 10,09 | 137.485 | 23,48 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 10.194 | 9,37 | 303 | 22,76 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 19.189 | 10,70 | 571 | 25,77 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14.148 | 0,31 | 420 | 12,33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7.159 | 212 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 226.492 | 73,11 | 6.722 | 94,17 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 7.733 | 223 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11.658 | 1,06 | 346 | 13,44 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 313.353 | 2,20 | 9.300 | 14,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.814.600 | 1,53 | 53.857 | 13,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 56.430 | 0,43 | 1.675 | 12,65 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 182.717 | 3,78 | 5.423 | 16,42 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 32.136 | 3,66 | 954 | 16,22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 610.154 | 10,66 | 18.109 | 24,13 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 215.150 | 6.386 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 925.406 | 2,59 | 27.466 | 15,07 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 235.591 | 2,72 | 6.962 | 13,93 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 53.223 | 11,74 | 1.580 | 25,32 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 430.894 | 27,62 | 12.789 | 43,15 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 650.019 | 1,62 | 19.293 | 13,99 | ||||
| 2025-07-16 | 13F | Jentner Corp | 585.548 | 3,98 | 17.379 | 16,63 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 62.949 | 17,30 | 1.868 | 31,55 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1.874.702 | 55.622 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12.365 | 0,82 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27.684 | 0,49 | 1 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 14.946 | 3,40 | 444 | 15,97 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2.433 | 0,62 | 72 | 14,29 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 72.740 | 39,49 | 2.159 | 56,49 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 344 | 54,26 | 10 | 100,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1.359.330 | 0,09 | 40.168 | 18,36 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 37.183 | 15,95 | 1.104 | 35,01 | ||||
| 2025-07-21 | 13F | 25 Llc | 29.657 | 5,60 | 880 | 18,44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 187.758 | 150,75 | 5.573 | 181,27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 683.643 | 1,86 | 20.291 | 14,26 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 773.826 | 5,35 | 23 | 15,79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11.119 | 1.771,89 | 330 | 2.093,33 | ||||
| 2025-07-29 | 13F | Schubert & Co | 38.384 | 1.139 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 135.312 | 4.016 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 567.595 | 0,07 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 130.143 | 3.863 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 182.266 | 0,66 | 5.410 | 12,90 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 94.613 | 15,37 | 2.808 | 29,46 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 348.782 | 5,11 | 9.229 | 6,19 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 333.261 | 6,44 | 9.891 | 19,40 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16.751 | 15,08 | 497 | 29,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30.419 | 6,59 | 903 | 19,60 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 627 | 19 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 18.228 | 43,19 | 541 | 61,01 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 287 | 9 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 524.097 | 16,07 | 15.555 | 30,21 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 15.341 | 455 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 120.601 | 69,21 | 3.579 | 89,87 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 148.270 | 84,48 | 4.401 | 106,96 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 261.685 | 0,44 | 7.767 | 12,67 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 16.136 | 55,33 | 479 | 74,45 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38.329 | 0,04 | 1.138 | 12,24 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17.011 | 111,84 | 506 | 138,68 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 258.032 | 7,91 | 7.658 | 21,06 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 196.390 | 7,18 | 5.845 | 20,54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2.706 | 80 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 201.018 | 70,48 | 5.966 | 91,22 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2.667 | 0,83 | 81 | 11,11 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 50.474 | 5,87 | 1.498 | 18,79 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49.806 | 43,38 | 1.478 | 60,83 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 47.918 | 1 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 492.894 | 2,44 | 14.629 | 18,67 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 21.733 | 645 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 314.622 | 14,19 | 9.338 | 28,08 | ||||
| 2025-08-05 | 13F | Burney Co/ | 19.083 | 0,01 | 566 | 12,30 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17.886 | 531 | ||||||
| 2025-07-14 | 13F | Friday Financial | 212.813 | 4,61 | 6.316 | 16,38 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1.818.416 | 4,00 | 53.971 | 16,65 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 252.704 | 0,91 | 7.500 | 13,19 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11.512 | 50,42 | 342 | 68,81 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 20.868 | 8,41 | 619 | 21,61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 215.578 | 15,72 | 6.398 | 29,80 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 224.078 | 4,55 | 6.736 | 18,76 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 40.634 | 60,95 | 1.206 | 80,54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 534.254 | 15.857 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 480.867 | 25,95 | 14 | 40,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117.915 | 7,04 | 3.120 | 8,15 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14.093 | 418 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 92.581 | 62,77 | 2.748 | 82,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 430.714 | 6,40 | 13 | 20,00 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 149.539 | 5,63 | 4.438 | 18,50 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 141.371 | 6,13 | 4.196 | 19,04 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 520.698 | 0,51 | 15.454 | 12,75 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 171.995 | 689,40 | 5.105 | 786,11 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 350.169 | 1,18 | 10.421 | 13,80 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 216.996 | 15,16 | 6.440 | 29,16 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 467.561 | 2,37 | 13.877 | 14,84 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 170.334 | 13,27 | 5.056 | 27,04 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 64.156 | 16,62 | 1.904 | 30,86 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 20.878 | 4,62 | 620 | 17,23 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 418.607 | 7,78 | 12.424 | 20,90 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 68.275 | 43,83 | 2.026 | 61,31 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 58.429 | 0,51 | 1.728 | 11,84 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 510.350 | 2,19 | 15 | 15,38 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 415.646 | 5,20 | 12.370 | 18,32 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 286.395 | 8,37 | 8.500 | 21,57 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 64.386 | 5,65 | 1.911 | 18,49 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1.403.528 | 7,72 | 41.657 | 20,83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 349.442 | 7,72 | 10.371 | 20,82 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 191.228 | 25,46 | 5.676 | 40,75 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 24.810 | 28,42 | 736 | 44,03 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 49.840 | 2,48 | 1.479 | 15,01 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 2.006.480 | 16,07 | 53.332 | 17,67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4.289 | 127 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 28.307 | 3,51 | 844 | 16,60 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 321.759 | 0,38 | 9.550 | 12,59 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 464.980 | 2,89 | 13.801 | 15,41 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 32.555 | 36,56 | 966 | 53,33 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 121 | 4 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 316.458 | 31,26 | 9.392 | 47,23 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 819.222 | 24,27 | 24.314 | 39,39 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 10.500 | 312 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 171.995 | 5.105 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 248.670 | 19,12 | 7.381 | 33,62 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 134.190 | 0,58 | 3.983 | 12,80 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1.115.676 | 3,02 | 33.113 | 15,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 586.925 | 2,80 | 17.420 | 15,31 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 225.659 | 21,63 | 6.698 | 36,42 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 118.726 | 217,70 | 3.524 | 256,58 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 258.540 | 3,93 | 7.673 | 16,58 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 7.057 | 0 | ||||||
| 2025-07-23 | 13F | First Financial Group Corp | 28.535 | 55,80 | 847 | 73,72 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 948.376 | 102,83 | 28.148 | 127,51 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 17.243 | 43,24 | 512 | 60,69 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 97.587 | 3,20 | 2.896 | 15,79 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 911.055 | 7,92 | 27.040 | 21,06 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 237.235 | 4,04 | 7.041 | 16,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 63.740 | 0,91 | 1.916 | 14,66 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 8.560 | 8,49 | 254 | 22,12 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 17.273 | 513 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 510.656 | 1,48 | 15.156 | 13,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.406 | 190 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 33.703 | 1 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 158.762 | 2,82 | 4.712 | 15,35 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 98.494 | 23,91 | 2.931 | 49,69 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23.299 | 10,96 | 692 | 24,50 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 164.655 | 2,91 | 4.887 | 15,43 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 16.809 | 117,76 | 499 | 144,12 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1.550.355 | 49,40 | 46.015 | 67,59 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 404.737 | 28,23 | 12.013 | 43,84 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4.205 | 24,00 | 125 | 39,33 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 388.018 | 10,71 | 11.516 | 24,19 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 103.913 | 2,70 | 3.084 | 15,20 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 139.941 | 4,35 | 4.153 | 16,99 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 210.138 | 8,58 | 6.237 | 21,77 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 223.058 | 24,65 | 6.620 | 39,84 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 38.222 | 46,76 | 1.134 | 64,59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9.497 | 72,30 | 282 | 93,79 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 36.590 | 23,69 | 1.086 | 38,75 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 910.315 | 6,18 | 27.018 | 19,10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 159.722 | 18,24 | 4.741 | 32,62 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 432.861 | 301,45 | 12.847 | 350,30 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 751.448 | 6,18 | 22.303 | 19,10 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 89.904 | 0,32 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2.577 | 76 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 666.451 | 4,47 | 19.780 | 17,19 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 120.549 | 1,54 | 3.578 | 13,88 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 244.794 | 2,17 | 7.265 | 14,61 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2.870 | 287,84 | 85 | 347,37 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 12.840 | 381 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 528.357 | 2,09 | 15.682 | 14,51 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 7.587 | 0,04 | 225 | 12,50 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 14 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7.255 | 215 | ||||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 151.195 | 6,57 | 4.487 | 19,53 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12.691 | 13,77 | 377 | 27,46 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10.657 | 12,75 | 316 | 26,40 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 2.601 | 77 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 315.668 | 37,01 | 9.369 | 53,69 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 94.264 | 1,22 | 2.798 | 13,51 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 20.747 | 21,96 | 616 | 36,67 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 77.781 | 11,49 | 2.309 | 25,09 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 390.571 | 1,77 | 11.577 | 14,00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 166.872 | 2,64 | 4.953 | 15,14 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 20.596 | 54,27 | 611 | 73,09 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 261.513 | 14,42 | 7.762 | 28,34 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7.514 | 223 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 539.588 | 1,21 | 16.015 | 13,52 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 321.614 | 7,74 | 9.545 | 20,85 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 202.993 | 114,45 | 6.025 | 140,58 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19.672 | 1,52 | 1 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 1.262.505 | 0,76 | 37.471 | 13,02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14.855 | 441 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7.290 | 216 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 202.913 | 1,62 | 6.022 | 13,99 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6.850 | 203 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 125.652 | 0,66 | 3.729 | 12,93 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 33.732 | 1.001 | ||||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6.900 | 205 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12.471 | 2,88 | 377 | 19,68 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 254.889 | 1,46 | 7.565 | 13,81 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 98.688 | 857,67 | 2.929 | 976,84 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 983.024 | 29.535 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5.134 | 88,54 | 152 | 114,08 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16.789.759 | 1,26 | 498.320 | 13,58 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 524.434 | 283,27 | 15.565 | 329,97 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 423.818 | 0,57 | 12.727 | 18,25 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 756.742 | 30,61 | 22.460 | 46,50 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 105.738 | 3.162 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4.078 | 0,07 | 121 | 13,08 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 188.021 | 2,63 | 5.580 | 14,60 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 406.344 | 2,73 | 12.479 | 23,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209.263 | 38,20 | 6.212 | 55,03 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 44.333 | 10,88 | 1.316 | 24,41 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 478.251 | 7,40 | 14.194 | 20,46 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8.887 | 10,26 | 264 | 23,47 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 77.241 | 4,17 | 2.293 | 16,82 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 34.347 | 24,29 | 1.019 | 39,40 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 52.433 | 6,41 | 1.556 | 19,42 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 440 | 13 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 200.290 | 13,79 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 636.406 | 19.580 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 175.720 | 13,72 | 5.215 | 41,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11.632 | 0,07 | 345 | 12,38 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 55.300 | 154,50 | 2 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 43.378 | 2,80 | 1.287 | 15,32 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 932.988 | 2,96 | 27.691 | 15,49 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 1.969.332 | 0,78 | 58.450 | 13,05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299.078 | 1,24 | 9 | 14,29 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 272.985 | 8,37 | 8.102 | 21,56 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 10.638 | 25,40 | 316 | 40,63 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 91.006 | 2,48 | 2.701 | 14,99 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 620.890 | 9,96 | 18.428 | 23,35 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56.796 | 108,76 | 1.686 | 134,35 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 121.063 | 5,29 | 3.593 | 18,11 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1.835.977 | 3,10 | 54.492 | 15,65 | ||||
| 2025-08-08 | 13F | Creative Planning | 162.739 | 2,91 | 4.830 | 15,44 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 1.083.230 | 5,79 | 32.150 | 18,67 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 29.200 | 36,65 | 906 | 55,40 |
