Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Dimensional ETF Trust - Dimensional US Marketwide Value ETF, omfatter Maseco Llp, Premier Financial Group, Abacus Planning Group, Inc., EBI - Longview Advantage ETF, Atlantic Union Bankshares Corp, Bragg Financial Advisors, Inc, Fundamentun, Llc, Midwest Trust Co, Empowered Funds, LLC, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Summit Wealth Group Llc / Co, Eaton Financial Holdings Company, LLC, Mesirow Financial Investment Management, Inc., Noble Family Wealth, LLC, Compass Wealth Management, LLC/GA, Destination Wealth Management, Roundview Capital LLC, Smith, Salley & Associates, og Bokf, Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 36.595 | 6,30 | 1.547 | 9,10 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 14.014 | 2,11 | 593 | 4,78 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 5.707 | 241 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 28.387 | 2,75 | 1.200 | 5,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31.752.400 | 4,19 | 1.342.491 | 6,90 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 133.613 | 3,30 | 5.649 | 5,98 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 13.415 | 567 | ||||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 9.646 | 0,01 | 408 | 2,52 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 306.141 | 13,50 | 12.944 | 24,26 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 203.074 | 20.207,40 | 8.602 | 20.880,49 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 7.626 | 322 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6.473 | 25,08 | 274 | 28,17 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 205.996 | 0,33 | 8.710 | 2,93 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 41.525 | 0,01 | 1.756 | 2,57 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2.010.213 | 9,66 | 84.992 | 12,50 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 11.324 | 79,46 | 479 | 83,85 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 624 | 0,48 | 26 | 4,00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 20.588 | 85,28 | 870 | 90,37 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 6.104 | 0,48 | 258 | 3,20 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 32.166 | 0,06 | 1.360 | 2,64 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 9.971 | 0,47 | 422 | 3,19 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 234.898 | 100,74 | 9.931 | 105,95 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 9.001 | 0,47 | 381 | 2,98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11.400 | 482 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10.394 | 0,46 | 439 | 3,05 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 257.484 | 0,07 | 11.136 | 9,82 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 138.330 | 2,97 | 5.849 | 5,65 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 587.758 | 0,92 | 24.850 | 3,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.340.471 | 0,71 | 56.675 | 3,33 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 22.219 | 0,01 | 939 | 2,62 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 28.572 | 1,10 | 1.208 | 3,78 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 364.276 | 15.529 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 16.187 | 0,03 | 684 | 2,70 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 64.652 | 0,56 | 2.733 | 3,17 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2.630.826 | 8,78 | 111.231 | 11,61 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 111.077 | 15,25 | 4.696 | 18,26 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 19.826 | 48,68 | 838 | 52,64 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 792.768 | 20,51 | 33.518 | 23,64 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 185.603 | 7.847 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 8.430 | 23,88 | 356 | 27,14 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 12.818 | 33,83 | 542 | 37,31 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 7.846 | 218,30 | 332 | 227,72 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 27.722 | 1.172 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 7.344 | 311 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 720.613 | 2,58 | 30.468 | 5,24 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 5.419 | 229 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6.078 | 0,48 | 257 | 2,81 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7.243 | 0,33 | 306 | 3,03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 503 | 0,60 | 21 | 5,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 107.972 | 0,04 | 4.565 | 2,65 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 572 | 0 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 2.078.846 | 87.852 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 5.844 | 0,46 | 247 | 3,35 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 65.425 | 1,46 | 2.766 | 4,10 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 210.412 | 5,35 | 8.896 | 8,09 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 69.277 | 3,32 | 2.929 | 6,01 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 549.843 | 3,72 | 23.247 | 6,42 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2.741.948 | 10,75 | 115.930 | 13,63 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 54.401 | 0,03 | 2.300 | 2,63 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8.742 | 50,85 | 370 | 55,04 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 29.836 | 1.261 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8.666 | 0,46 | 366 | 3,10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.556 | 0,40 | 150 | 3,45 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.186 | 0,51 | 50 | 4,17 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 20.578 | 38,18 | 870 | 41,92 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 4.787 | 202 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 130.267 | 0,01 | 5.508 | 2,61 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 5.804 | 0,47 | 245 | 2,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 713.493 | 35,39 | 30.164 | 38,90 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 22.635 | 957 | ||||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 10.116 | 428 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 134.576 | 0,75 | 5.690 | 3,36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10.614 | 0,19 | 449 | 2,75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.321.744 | 0,09 | 55.883 | 2,69 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5.376 | 62,91 | 227 | 68,15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 51.611 | 0,35 | 2.245 | 10,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1.374.720 | 0,67 | 58.123 | 3,29 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 833.172 | 71,63 | 35.568 | 87,91 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 186.553 | 0,66 | 7.887 | 3,27 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4.764 | 201 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 22.635 | 919 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17.065 | 722 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14.652 | 0,47 | 620 | 3,17 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 26.376 | 0,43 | 1.133 | 4,62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27.306 | 125,63 | 1.154 | 131,73 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 45.889 | 4,77 | 1.940 | 8,26 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57.113 | 40,33 | 2.415 | 43,95 | ||||
| 2025-07-21 | 13F | 25 Llc | 46.620 | 0,04 | 1.971 | 2,66 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 448 | 18 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 45.331 | 3,87 | 1.917 | 6,56 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 49.726 | 27,50 | 2.102 | 31,79 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35.159 | 10,53 | 1.487 | 13,44 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20.509 | 0,35 | 867 | 2,97 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 67.602 | 0,15 | 2.858 | 2,77 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 309.390 | 13.081 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 51.314 | 0,47 | 2.170 | 3,09 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 56.948 | 0,03 | 2.408 | 2,60 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 543.210 | 1,26 | 22.967 | 3,89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 592.462 | 0,85 | 25.049 | 3,47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 256.865 | 10,23 | 10.860 | 13,09 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 40.493 | 0,01 | 1.712 | 2,64 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 24.566 | 1.718,36 | 1.039 | 1.787,27 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3.520 | 117,28 | 149 | 124,24 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 255.987 | 4,41 | 10.823 | 7,13 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 13.765 | 0,11 | 582 | 8,18 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5.117 | 216 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 177.302 | 73,66 | 7.496 | 78,18 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20.478 | 4,07 | 866 | 6,79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.797 | 0,07 | 372 | 2,49 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 89.837 | 6,44 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35.386 | 12,15 | 1.496 | 15,08 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 36.794 | 0,03 | 1.556 | 2,64 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 480.296 | 5,40 | 20.307 | 8,14 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10.456 | 0,15 | 442 | 2,79 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 98.134 | 2,76 | 4.149 | 5,44 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 16.970 | 2,61 | 717 | 5,29 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 35.500 | 0,35 | 1.463 | 1,04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14.135 | 5,22 | 598 | 7,96 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 338.390 | 0,07 | 14.307 | 2,67 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 48.741 | 25,54 | 2.061 | 28,83 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 473.382 | 4,90 | 20.015 | 7,63 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39.793 | 47,73 | 1.677 | 52,32 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 33.446 | 101,75 | 1.414 | 108,55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 158.515 | 32,70 | 6.702 | 36,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 216.908 | 8,17 | 9.171 | 10,98 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 203.636 | 0,08 | 8.610 | 2,67 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2.117 | 1.996,04 | 90 | 2.125,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 19.048 | 1,72 | 807 | 4,54 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 149.426 | 0,91 | 6.396 | 4,80 | ||||
| 2025-08-12 | 13F | Bokf, Na | 7.138 | 302 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2.840.265 | 0,05 | 122.671 | 4,86 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 18.345 | 0,25 | 776 | 2,79 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 16.361 | 692 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 484.180 | 41,71 | 20.471 | 45,39 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 16.467 | 0,04 | 696 | 2,65 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 46.908 | 27,96 | 1.983 | 31,32 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 23.616 | 0,34 | 998 | 2,99 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 713.723 | 0,24 | 30.083 | 2,53 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 535.481 | 0,26 | 22.640 | 2,87 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29.492 | 3,24 | 1.247 | 5,86 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 364.462 | 1,21 | 15.409 | 3,83 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 7.036 | 0,09 | 297 | 3,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 266.555 | 20,72 | 11.270 | 23,85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15.205 | 1,57 | 643 | 4,22 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 21.194 | 0,26 | 896 | 2,87 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 233.367 | 11,42 | 9.865 | 14,34 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 731.241 | 2,57 | 30.917 | 5,23 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 692.196 | 2,19 | 29.266 | 4,84 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 101.158 | 0,48 | 4.277 | 3,09 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.638 | 0,49 | 69 | 2,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16.117 | 0,41 | 681 | 3,03 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5.598 | 0,50 | 237 | 3,06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.702 | 311,67 | 283 | 328,79 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 173.672 | 38,07 | 7.343 | 41,66 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 53.193 | 7,56 | 2.249 | 10,41 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2.583 | 109 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 193.132 | 112,80 | 8 | 166,67 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11.053 | 0,11 | 467 | 2,64 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 746.866 | 9,53 | 31.577 | 12,38 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 22.530 | 32,94 | 953 | 36,39 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11.302 | 26,92 | 478 | 30,33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28.221 | 3,29 | 1.193 | 6,04 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 87.525 | 0,01 | 3.701 | 2,61 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 5.769 | 0,47 | 248 | 5,08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 318.192 | 0,31 | 13.453 | 2,92 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 227.770 | 5,93 | 9.630 | 8,69 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 100.719 | 0,95 | 4.258 | 3,58 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 746.295 | 0,11 | 31.553 | 2,70 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 438.020 | 18.519 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 6.277 | 0,46 | 265 | 3,11 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 51.317 | 1,38 | 2.182 | 109.000,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3.354 | 0 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 11.592 | 490 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 146.694 | 12,54 | 6.184 | 15,96 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 272.236 | 6,21 | 11.510 | 8,98 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 92.068 | 24,69 | 3.893 | 27,94 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 5.265 | 223 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 89.606 | 9,35 | 3.789 | 12,20 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 18.456 | 0,47 | 780 | 3,04 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11.017 | 0,31 | 466 | 2,88 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 454.608 | 1,12 | 19.221 | 3,74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 707.556 | 0,89 | 29.915 | 3,52 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 99.415 | 14,33 | 4.203 | 17,30 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10.692 | 0,16 | 452 | 2,96 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.021 | 85 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8.504 | 0,31 | 360 | 2,87 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1.298.554 | 1,13 | 54.903 | 3,75 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 75.617 | 1,82 | 3.197 | 4,48 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 51.820 | 61,09 | 2.191 | 65,28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19.218 | 4,66 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46.012 | 10,15 | 1.945 | 13,02 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9.388 | 397 | ||||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 161.476 | 0,79 | 6.827 | 3,41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12.854 | 3,52 | 543 | 5,44 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 13.593 | 0,06 | 580 | 3,76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 49.311 | 8,03 | 2.085 | 10,85 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 17.911 | 0,16 | 757 | 2,85 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 20.375 | 0,05 | 861 | 2,62 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3.354 | 142 | ||||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 106.269 | 3,89 | 4.548 | 7,90 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 5.844 | 247 | ||||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 753.224 | 4,01 | 31.846 | 6,71 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 376.082 | 0,51 | 15.901 | 3,12 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 38.012 | 30,15 | 1.607 | 33,58 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1.437 | 0,42 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1.040 | 31,65 | 44 | 34,38 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 37.062 | 1,99 | 1.567 | 4,61 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 279.679 | 0,52 | 11.928 | 4,04 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9.296 | 0,43 | 393 | 3,15 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 69.321 | 92,67 | 2.931 | 97,71 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 125.704 | 4,28 | 5.315 | 6,99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 156.909 | 0,19 | 6.634 | 2,80 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7.815 | 631,06 | 330 | 650,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 26.431 | 44,95 | 1.118 | 48,74 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 107.000 | 1,16 | 4.524 | 3,79 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17.041 | 87,33 | 1 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1.324.237 | 1,02 | 55.989 | 3,64 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 7.692 | 0,38 | 325 | 3,17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 100.144 | 6,95 | 4.234 | 9,75 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11.108 | 76,15 | 470 | 81,08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 80.712 | 3,40 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 6.955 | 0,46 | 294 | 3,16 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 42.498 | 354.050,00 | 1.797 | 4,24 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 288.112 | 17,67 | 12.181 | 20,72 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 22.635 | 957 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 549.037 | 0,16 | 23.213 | 2,76 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 8.356 | 0,46 | 353 | 3,22 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 34.971 | 0,45 | 1.479 | 3,07 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 5.351 | 0,47 | 226 | 3,20 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 118.214 | 1,70 | 5 | 0,00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 290 | 12 | ||||||
| 2025-07-16 | 13F | Kooman & Associates | 438.020 | 0,68 | 18.519 | 3,30 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 838 | 0,36 | 35 | 2,94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 471.482 | 3,50 | 19.934 | 6,19 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 23.015 | 973 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 16.487 | 0,04 | 697 | 2,65 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 7.933 | 44,34 | 335 | 48,23 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 26.314 | 0,38 | 1.129 | 12,34 | ||||
| 2025-08-14 | 13F | UBS Group AG | 328.204 | 16,32 | 13.876 | 19,34 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1.723 | 0,47 | 73 | 2,86 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 317.230 | 0,35 | 13.412 | 2,96 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26.417 | 2,17 | 1.117 | 4,79 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 453.430 | 0,63 | 19.171 | 3,24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 35.195 | 84,30 | 1.488 | 89,31 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 15.371 | 0,32 | 633 | 1,12 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26.750 | 27,68 | 1.131 | 30,94 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 485 | 21 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 5.125 | 0,18 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13.607 | 3,26 | 575 | 5,89 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 3.743 | 158 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 589.956 | 25.354 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36.099.868 | 5,45 | 1.526.308 | 8,20 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 8.303 | 0,47 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19.028 | 402,99 | 805 | 418,71 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 299.255 | 0,51 | 12.653 | 3,85 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 18.087 | 0,47 | 765 | 3,10 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 4.940 | 0,47 | 209 | 2,97 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 8.878 | 6,18 | 375 | 9,01 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 7.985 | 0,48 | 338 | 3,06 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11.181 | 0,79 | 473 | 3,28 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 797.081 | 3,37 | 33.701 | 6,05 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 2.761 | 0,47 | 117 | 2,65 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 67.289 | 1,26 | 2.845 | 3,87 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 13.286 | 0,47 | 562 | 3,13 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 208.527 | 31,15 | 8.817 | 34,55 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6.925 | 293 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 256.118 | 23,81 | 10.829 | 27,03 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6.504 | 25,08 | 275 | 28,50 |
