Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Dimensional ETF Trust - Dimensional International Core Equity Market ETF includono Coldstream Capital Management Inc, Maseco Llp, First National Bank Of Omaha, Charter Capital Management, LLC\DE, Sentinel Wealth Management, Inc., Kingstone Capital Partners Texas, LLC, Trinity Financial Advisors LLC, Grunden Financial Advisory, Inc., Semitam Bonam Llc, Harbor Asset Planning, Inc., Summit Wealth Group Llc / Co, Darden Wealth Group Inc, Sei Investments Co, Legacy Capital Wealth Partners, LLC, Fundamentun, Llc, Tyche Wealth Partners LLC, Sterneck Capital Management, LLC, Benson Investment Management Company, Inc., Swf Llc, e HMV Wealth Advisors, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Awm Capital, Llc | 626.314 | 10,51 | 21.652 | 22,33 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 16.601 | 3,31 | 574 | 14,37 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 2.272.514 | 12,77 | 78.561 | 24,83 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 902.412 | 0,98 | 31.196 | 11,78 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 282.811 | 18,88 | 9.777 | 31,59 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 36.270 | 1.254 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 30.590 | 15,73 | 1.058 | 28,12 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 400.996 | 159,28 | 13.862 | 187,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 80.573 | 3,59 | 2.835 | 13,50 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 422.124 | 1,06 | 14.593 | 11,87 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 71.303 | 2,63 | 2.227 | 9,76 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 15.367 | 1,31 | 531 | 12,26 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 534.800 | 1,59 | 18.488 | 12,46 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 33.257 | 0,15 | 1.150 | 10,80 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6.261 | 216 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1.260.981 | 5,85 | 43.592 | 17,17 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 33.955 | 282,38 | 1.174 | 323,47 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 37.430 | 3,30 | 1.294 | 14,32 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 26.864 | 2,54 | 929 | 13,45 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 381.943 | 6,61 | 13.230 | 18,24 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 746.904 | 4,17 | 25.820 | 15,31 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 121.166 | 46,03 | 4.189 | 61,64 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 13.962 | 16,52 | 483 | 28,88 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 112.242 | 3,37 | 3.880 | 14,45 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 72.394 | 285,26 | 2.503 | 326,96 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1.559.409 | 61,90 | 46.268 | 58,95 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 700.613 | 2,98 | 24.220 | 13,99 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 8.348 | 289 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 2.150.621 | 0,73 | 74.347 | 11,50 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6.009 | 208 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9.200 | 318 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 257.318 | 1,38 | 8.895 | 12,23 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1.736.995 | 4,58 | 60.048 | 15,76 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 573 | 20 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 36.572 | 1,29 | 1.264 | 12,16 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 5.813 | 201 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 158.541 | 5 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 161.981 | 14,34 | 5.600 | 26,56 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 8.442 | 264 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 8.065 | 1,24 | 237 | 13,46 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 149.660 | 3,02 | 5.174 | 14,04 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 277.128 | 5,36 | 9.580 | 16,63 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 544.600 | 17,41 | 18.827 | 29,97 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 6.175 | 213 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2.335.453 | 26,75 | 80.737 | 40,31 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 779.602 | 229,70 | 26.951 | 264,98 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 15.123 | 523 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 15.977 | 41,55 | 1 | |||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 366.815 | 12.681 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 157.050 | 0,59 | 5.429 | 11,36 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 64.016 | 2.213 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2.303.959 | 3,19 | 79.648 | 14,22 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 280.032 | 34,18 | 9.681 | 48,53 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6.712 | 232 | ||||||
| 2025-08-14 | 13F | Clg Llc | 86.823 | 1,38 | 3.001 | 12,23 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 21.199 | 733 | ||||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 471.334 | 2,97 | 16.294 | 13,98 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 177.394 | 22,15 | 6.133 | 35,21 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 477.625 | 13,64 | 16.511 | 25,80 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 668.833 | 5,19 | 23.122 | 16,44 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 13.377 | 92,72 | 462 | 113,89 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2.905.237 | 0,00 | 100.434 | 10,70 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 183.297 | 34,02 | 6.337 | 48,35 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 228.821 | 0,37 | 7.910 | 11,11 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1.694.354 | 3,62 | 58.574 | 14,70 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 77.874 | 6,87 | 2.692 | 18,33 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1.474.459 | 3,72 | 51 | 13,64 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 4.474 | 1,18 | 155 | 11,59 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 22.589 | 110,90 | 781 | 133,53 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 71.913 | 2,27 | 2.486 | 17,04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.560.622 | 281,28 | 53.951 | 322,08 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7.011 | 8,01 | 242 | 19,80 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1.040.919 | 2,42 | 35.985 | 13,37 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 68.795 | 3,74 | 2.378 | 14,82 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 16.237 | 0,10 | 507 | |||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 39.055 | 18,29 | 1.350 | 30,94 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 90.190 | 6,13 | 3.118 | 17,49 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15.212 | 12,35 | 526 | 24,41 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 93.466 | 3.231 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 3.169 | 131,99 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 4.751 | 462,25 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 301.872 | 467,03 | 10.436 | 527,92 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 1.796.986 | 56.120 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 38.894 | 16,18 | 1.345 | 27,51 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3.908 | 135 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1.815 | 949,13 | 63 | 1.140,00 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 4.156 | 144 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 393 | 14 | ||||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 83.447 | 7,30 | 2.885 | 18,78 | ||||
| 2025-07-16 | 13F | Eastover Investment Advisors LLC | 11.084 | 0,05 | 383 | 11,01 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3.970 | 7,53 | 137 | 19,13 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 529.986 | 4,53 | 18.793 | 13,18 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 46 | 2,22 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 160.200 | 23,32 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49.785 | 1,42 | 1.721 | 12,34 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 8.167 | 0,96 | 282 | 11,90 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 667.493 | 10,15 | 23.075 | 21,61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4.656.292 | 19,31 | 160.968 | 32,07 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 8.241 | 285 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 612.156 | 3,52 | 21.162 | 14,59 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 27.660 | 15,23 | 956 | 27,64 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5.602.640 | 14,34 | 193.683 | 26,57 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 362.105 | 0,82 | 12.518 | 11,59 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 227.430 | 14,17 | 7.862 | 26,38 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 491.125 | 8,21 | 16.978 | 19,78 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 148.687 | 62,53 | 5.140 | 79,97 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 115.145 | 2,51 | 3.981 | 13,49 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 335.019 | 6,41 | 11.582 | 17,79 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 70.004 | 78,96 | 2.420 | 98,20 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 6.848 | 0,41 | 237 | 10,80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7.206.897 | 27,50 | 249.912 | 39,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 816.647 | 11,22 | 28 | 27,27 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 36.615 | 71,43 | 1 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 153.811 | 10,66 | 5.317 | 22,51 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 426.249 | 8,04 | 14.735 | 19,59 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 430 | 15 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7.553.795 | 7,83 | 261.135 | 19,36 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 9.943 | 344 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 357.062 | 1,40 | 12.344 | 12,25 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 577.384 | 0,75 | 19.960 | 11,52 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 192.464 | 1,63 | 6.653 | 12,50 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2.305 | 0,88 | 80 | 11,27 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 53.407 | 8,35 | 1.846 | 19,95 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 34.876 | 11,10 | 1.206 | 22,96 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 148.671 | 3,90 | 5.140 | 15,02 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 402.204 | 5,85 | 13.904 | 17,17 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 126.170 | 11,60 | 4.362 | 23,54 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 37.018 | 6,89 | 1.280 | 18,32 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7.075 | 245 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.711.164 | 9,43 | 59.377 | 21,59 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 28.921 | 76,13 | 999 | 94,92 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 19.099 | 3,45 | 660 | 14,58 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 11.495 | 397 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 140.863 | 1,66 | 4.870 | 12,53 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 17.241 | 596 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 336.987 | 19,43 | 11.650 | 32,19 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 48.400 | 613,02 | 3 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 173.844 | 5,70 | 6.010 | 17,00 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 391.108 | 0,73 | 13.521 | 11,50 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 10.338 | 105,65 | 357 | 128,85 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 364.698 | 5,37 | 12.608 | 16,63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 317.103 | 14,96 | 10.962 | 27,26 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 33.390 | 13,54 | 1.154 | 25,71 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 70.373 | 19,53 | 2.433 | 32,32 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1.120 | 35 | ||||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 80.668 | 2.789 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 129 | 0,78 | 4 | 33,33 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 28.433 | 3,37 | 983 | 14,32 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 25.368 | 74,51 | 877 | 93,38 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 10.014 | 15,10 | 346 | 27,68 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 26.284 | 158,93 | 909 | 186,44 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 5.997 | 207 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 268.351 | 4,04 | 9.207 | 14,16 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 105.979 | 7,57 | 3.664 | 19,08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5.992 | 0 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 22.056 | 3,08 | 762 | 14,07 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 486.049 | 11,20 | 16.803 | 23,06 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 22.223 | 18,26 | 768 | 31,06 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 11.323 | 391 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11.640 | 8,56 | 402 | 20,36 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 833 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 141.227 | 206,73 | 4.882 | 239,74 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 392.029 | 1,37 | 13.552 | 12,21 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.614 | 543,81 | 194 | 618,52 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 699 | 0,29 | 24 | 14,29 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 222.671 | 8,67 | 7.698 | 20,28 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 173.114 | 5.915 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 211.329 | 6,30 | 7.306 | 25,86 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 598.397 | 20,37 | 20.687 | 33,24 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 83.776 | 87,42 | 2.896 | 107,60 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 380.122 | 21,76 | 13.141 | 34,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 419.885 | 35,62 | 15 | 55,56 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 1.482.500 | 13,60 | 51.250 | 25,75 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 21.124 | 1,04 | 730 | 11,96 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 5.050 | 1.022,22 | 175 | 1.142,86 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1.337 | 46 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 17.883 | 3,59 | 618 | 14,66 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 836.497 | 8,25 | 28.918 | 19,83 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 108.003 | 12,23 | 3.734 | 24,23 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 657.791 | 5,42 | 22.740 | 16,69 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 798.187 | 33,08 | 27.593 | 47,31 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9.424 | 326 | ||||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 234.109 | 2,41 | 8.093 | 13,36 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 15.413 | 3,51 | 533 | 14,41 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 610.675 | 6,23 | 21.111 | 17,60 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 1.204.753 | 3,36 | 41.649 | 14,42 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 36.572 | 24,91 | 1.264 | 38,29 | ||||
| 2025-07-24 | 13F | Benson Investment Management Company, Inc. | 13.164 | 455 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 69.354 | 12,15 | 2.398 | 24,13 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 24.933 | 4,27 | 862 | 15,42 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 201.755 | 20,97 | 6.973 | 33,87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 11.203 | 296,15 | 387 | 371,95 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 1.238.601 | 2,37 | 42.818 | 13,32 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 471.229 | 2,81 | 16.290 | 13,81 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 7.088 | 7,33 | 245 | 18,93 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 19.791 | 0,05 | 684 | 10,86 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 300.779 | 3,43 | 10.398 | 14,49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 177.409 | 6,64 | 6.133 | 18,06 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 1.141.667 | 3,31 | 39.467 | 14,36 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1.049.873 | 53,49 | 36.294 | 69,91 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 80.399 | 50,01 | 2.779 | 66,11 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 140.648 | 14,39 | 4.862 | 26,65 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 421.786 | 351,59 | 14.591 | 400,21 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 39.711 | 1,97 | 1.373 | 12,83 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 154.427 | 12,97 | 5.339 | 25,04 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 43.269 | 26,65 | 1.496 | 40,24 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 764.599 | 60,79 | 26.065 | 71,34 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 55.056 | 22,15 | 1.903 | 35,25 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 209.163 | 4,71 | 7.231 | 23,97 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 713.729 | 35,51 | 24.674 | 50,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 62.981 | 50,42 | 2.177 | 66,31 | ||||
| 2025-07-31 | 13F | City State Bank | 63.317 | 37,27 | 2.189 | 51,94 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 303.385 | 33,02 | 10.488 | 47,26 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 69.436 | 0,94 | 2.400 | 11,73 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 66.063 | 9,05 | 2.284 | 20,73 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 16.176 | 0,62 | 559 | 11,35 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 13.056 | 14,30 | 451 | 26,69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9.247.357 | 24,41 | 319.680 | 37,72 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 59.969 | 124,06 | 2 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10.734 | 371 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 284.280 | 37,15 | 9.828 | 51,82 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 211.310 | 12,17 | 7.305 | 24,15 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 30.725 | 45,98 | 1.062 | 61,64 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1.070.205 | 9,88 | 37.050 | 17,34 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 32 | 1 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 589.605 | 5,91 | 20.383 | 17,24 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 335.149 | 48,64 | 11.586 | 64,55 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 3.015 | 103 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 6.940 | 2,60 | 240 | 13,27 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 141.602 | 11,10 | 4.895 | 22,99 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 338.922 | 4,19 | 11.717 | 15,34 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 97.762 | 9,18 | 3.380 | 20,85 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 61.009 | 3,84 | 2.109 | 14,99 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 45.403 | 16,86 | 1.570 | 29,35 | ||||
| 2025-06-03 | 13F | Invst, LLC | 40.446 | 22,16 | 1.263 | 30,75 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1.799.682 | 62.206 | ||||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 9.627 | 13,19 | 333 | 25,28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.130.770 | 54,55 | 73.661 | 71,08 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 126.672 | 1.031,81 | 4.379 | 1.243,25 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 987.085 | 7,87 | 34.124 | 19,41 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 51.385 | 1,11 | 1.776 | 11,91 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 25.640 | 17,11 | 886 | 29,72 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 177.882 | 132,78 | 6 | 200,00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6.169 | 213 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 25.147 | 8,41 | 869 | 20,03 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 1.404.967 | 1,99 | 48.570 | 7,30 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 75.170 | 17,55 | 2.599 | 30,10 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 81.269 | 15,14 | 2.809 | 27,45 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 80.602 | 18,79 | 2.786 | 31,54 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 7.032 | 0,53 | 243 | 11,47 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 92.117 | 3.184 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 266.420 | 140,81 | 9.210 | 166,57 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 550.740 | 1,49 | 19.039 | 12,34 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 32.443 | 9,20 | 1.122 | 20,93 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 87.907 | 0,71 | 3.039 | 11,49 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7.251 | 125,54 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 182.616 | 2,26 | 6.313 | 13,22 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 21.704 | 208,56 | 750 | 242,47 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 26.647 | 4,73 | 921 | 15,99 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 178.267 | 46,06 | 6.163 | 61,69 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 10.831 | 67,07 | 374 | 85,15 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 469.295 | 18,12 | 16.224 | 30,76 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 215.468 | 15,54 | 7 | 40,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.565.424 | 6,06 | 54 | 17,39 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 58.515 | 535,48 | 1.827 | 581,72 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 355.595 | 7,07 | 12.293 | 18,52 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 80.979 | 54,73 | 2.799 | 71,30 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 99.589 | 37,43 | 3.443 | 52,10 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3.199.194 | 11,21 | 110.596 | 23,11 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 233.646 | 19,56 | 7.297 | 27,87 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 51.912 | 1.795 | ||||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 53.049 | 2,52 | 1.834 | 13,43 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 47.996 | 0,08 | 1.659 | 10,82 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 43.195 | 182,41 | 1.493 | 213,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 740.189 | 14,06 | 25.588 | 26,27 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 21.922 | 15,28 | 758 | 27,66 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 282.828 | 1,60 | 9.777 | 12,47 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 90.906 | 14,40 | 3.143 | 26,64 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 64.350 | 24,22 | 2.225 | 37,54 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 4.254 | 57,56 | 145 | 72,62 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 30.600 | 46,29 | 1.058 | 61,87 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 930.798 | 3,40 | 32.178 | 14,46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 6.645 | 230 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 23.678 | 51,68 | 819 | 67,97 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2.115.999 | 15,20 | 73.150 | 27,52 | ||||
| 2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | 0 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 11.504 | 2,74 | 398 | 13,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1.141.097 | 4.361,07 | 39.448 | 4.843,23 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 82.389 | 133,99 | 2.848 | 159,14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 5.786.637 | 200.044 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 3.519 | 1,91 | 122 | 13,08 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 117.166 | 11,62 | 4.050 | 23,55 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 25.892 | 31,87 | 895 | 46,00 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 102.528 | 8,62 | 3.544 | 20,26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1.040.802 | 10,17 | 35.981 | 21,95 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 723.558 | 11,04 | 24.984 | 22,77 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2.585.003 | 2,42 | 89.364 | 13,37 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 16.405 | 14,44 | 567 | 26,85 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 11.379 | 23,89 | 393 | 37,41 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 751.389 | 8,50 | 23.466 | 16,04 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 35.752 | 53,33 | 1.236 | 69,64 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1.339 | 0 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 263.777 | 3,20 | 9.119 | 14,23 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 263.613 | 900,16 | 9 | |||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 25.847 | 0,05 | 894 | 10,79 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7.100 | 7,76 | 245 | 19,51 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 868.937 | 5,35 | 30.039 | 16,62 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12.111 | 31,20 | 419 | 45,14 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 23.366 | 44,86 | 808 | 60,44 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 396.237 | 3,20 | 14 | 18,18 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 729.088 | 1,91 | 25.205 | 10,13 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 63.582 | 2.198 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 59.700 | 2 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1.947.191 | 55,29 | 67.314 | 71,90 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 817.655 | 7,64 | 28.266 | 19,16 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 592.891 | 18,32 | 20.496 | 30,98 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 140.016 | 3,27 | 4.838 | 14,70 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 231.606 | 3,49 | 8.007 | 14,55 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 615.379 | 4,80 | 21.274 | 16,01 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 391.729 | 1,37 | 13.542 | 12,21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5.500 | 190 | ||||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 8.810 | 305 | ||||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 8.233 | 1,30 | 285 | 12,25 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 13.830 | 12,90 | 478 | 25,13 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 281.124 | 15,81 | 9.718 | 28,19 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 7.559 | 261 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 125.360 | 24,42 | 4.334 | 37,73 | ||||
| 2025-08-06 | 13F | Prodigy Asset Management LLC | 172.357 | 9,03 | 5.958 | 20,68 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 30.715 | 1.062 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 643.467 | 4,41 | 22.219 | 22,21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 186.474 | 30,26 | 6.446 | 44,21 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 13.121 | 67,79 | 459 | 88,11 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 11.611 | 0 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 41.445 | 63,36 | 1.433 | 80,81 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 205.029 | 12,03 | 7.088 | 24,01 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 33.598 | 118,42 | 1.182 | 149,16 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 95.713 | 6,43 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 42.933 | 26,62 | 1.484 | 40,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3.311.392 | 2,10 | 114.475 | 13,02 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 34.853 | 1.205 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 128.027 | 5,37 | 4.426 | 16,63 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 116.478 | 1,19 | 4.027 | 12,02 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 16.270 | 562 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 144 | 5 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1.686.309 | 3,21 | 58.296 | 14,24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 270.194 | 0,55 | 9.341 | 11,31 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7.626 | 14,64 | 264 | 27,05 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 118.944 | 4 | ||||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 276.843 | 2,79 | 9.570 | 13,79 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 62.853 | 0,31 | 2.173 | 11,04 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 20.182 | 6,21 | 698 | 17,54 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 17.079 | 9,23 | 590 | 20,90 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6.286 | 217 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 153.184 | 7,09 | 5 | 25,00 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 121.421 | 80,53 | 4.198 | 99,86 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 5.709.320 | 2,40 | 184.754 | 13,48 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 545.429 | 2,40 | 18.855 | 13,35 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 460.161 | 13,47 | 15.908 | 25,61 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.652 | 9,77 | 126 | 22,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 833 | 29 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 344.388 | 2,39 | 11.905 | 13,35 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 72.249 | 277,28 | 2.498 | 317,56 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 744.209 | 60,44 | 25.727 | 77,61 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 95.025 | 10,93 | 3.285 | 22,80 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14.038 | 2,64 | 485 | 12,79 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 7.705 | 7,34 | 266 | 18,75 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 37.938 | 20,15 | 1.373 | 39,25 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5.978 | 207 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 622.530 | 43,10 | 21.521 | 58,40 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 631.000 | 0,97 | 21.814 | 11,77 | ||||
| 2025-08-07 | 13F | PFG Advisors | 100.109 | 6,93 | 3.461 | 18,37 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 44.689 | 41,92 | 1.545 | 57,07 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 194.360 | 1,71 | 6.719 | 12,60 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 19.855 | 24,24 | 686 | 37,47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 382.830 | 1,80 | 13.234 | 12,69 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 594.295 | 1,23 | 20.545 | 12,05 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1.346.720 | 1,05 | 46.556 | 11,85 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 159.451 | 3,20 | 5.512 | 14,24 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 1.047.859 | 3,43 | 36.225 | 14,50 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 837.214 | 5,67 | 29 | 16,67 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 9.987 | 6,87 | 346 | 17,29 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 29.959 | 18,14 | 1.036 | 30,85 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 60.828 | 3,23 | 2.103 | 14,24 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 196.158 | 115,45 | 6.801 | 128,11 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1.206.131 | 7,93 | 41.696 | 19,47 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1.505 | 1,28 | 52 | 13,04 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 525.893 | 2,25 | 18.180 | 13,19 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 17.355 | 3,92 | 600 | 14,97 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1.636.336 | 0,15 | 56.568 | 10,86 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 116.871 | 5,68 | 4.040 | 17,00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 313.212 | 138.489,38 | 10.828 | 41,20 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 114.825 | 5,21 | 3.970 | 16,46 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 223.625 | 108,11 | 7.731 | 130,40 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 47.280 | 10,41 | 1.634 | 22,21 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 461.104 | 4,25 | 15.940 | 15,40 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 94.586 | 1,60 | 3.270 | 12,45 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 47.490 | 4,46 | 1.642 | 15,64 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 13.628 | 1,29 | 471 | 12,14 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 390.964 | 13,41 | 13.516 | 25,53 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 25.057 | 0,26 | 866 | 18,79 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 43.195 | 1.493 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 29.819 | 27,15 | 1.031 | 40,71 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 312.190 | 14,06 | 10.792 | 26,27 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 22.536 | 469,81 | 779 | 533,33 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 8.897 | 1,97 | 304 | 12,59 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 35.487 | 5,55 | 1.227 | 16,87 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 426.841 | 10,56 | 14.756 | 22,39 | ||||
| 2025-08-06 | 13F | Swf Llc | 12.640 | 437 | ||||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 16.390 | 6,08 | 567 | 17,43 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 180.771 | 3,17 | 6.249 | 14,20 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 22.094 | 764 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 13.826 | 28,91 | 478 | 42,81 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 203.679 | 2,65 | 7.041 | 13,64 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 31.046 | 20,67 | 1.073 | 33,62 |
