Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Dimensional ETF Trust - Dimensional U.S. Equity Market ETF includono Maseco Llp, Premier Financial Group, Royal Harbor Partners, LLC, Kingstone Capital Partners Texas, LLC, Wealth Advisory Team LLC, Concord Asset Management, LLC/VA, Edge Financial Advisors LLC, Semitam Bonam Llc, 21 West Wealth Management LLC, Accurate Wealth Management, LLC, Midwest Trust Co, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Triad Wealth Partners, LLC, Wesbanco Bank Inc, Wiley Bros.-aintree Capital, Llc, London & Capital Asset Management Ltd, Harbor Asset Planning, Inc., First Bancorp, Inc /ME/, e Great Oak Capital Partners, 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.
Esegui l'upgradeper sbloccare i dati premium.
Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | Centennial Bank/AR/ | 76.182 | 39,83 | 5.106 | 54,98 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 73.455 | 61,75 | 4.923 | 79,24 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 147 | 10 | ||||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 9.706 | 116,41 | 650 | 139,85 | ||||
2025-07-15 | 13F | Norden Group Llc | 6.068 | 0,26 | 407 | 11,23 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 47.356 | 0,31 | 3.174 | 5,45 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 74.406 | 188,42 | 4.965 | 219,91 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 45.111.138 | 5,98 | 2.880.797 | 5,98 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 9.899 | 0,27 | 663 | 11,06 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 35.284 | 2.365 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 12.322 | 8,36 | 826 | 20,09 | ||||
2025-08-15 | 13F | Morgan Stanley | 366.802 | 5,48 | 24.583 | 16,89 | ||||
2025-07-31 | 13F | City State Bank | 2.905 | 0,87 | 195 | 11,49 | ||||
2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 323.105 | 3,70 | 20.653 | 2,87 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 23.637 | 7,47 | 1.584 | 19,10 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 27.901 | 4,32 | 1.870 | 15,58 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5.163 | 0,16 | 346 | 11,25 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 104.898 | 0,71 | 6.344 | -4,46 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 3.976.107 | 3,58 | 266.479 | 14,78 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 9.473 | 635 | ||||||
2025-07-17 | 13F | Montis Financial, LLC | 12.411 | 0,14 | 832 | 10,95 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 601.524 | 8,67 | 40.314 | 20,42 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 1.336.438 | 109,60 | 78.649 | 116,48 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 59.299 | 0,11 | 3.974 | 10,94 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 262.135 | 0,70 | 17.568 | 11,59 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 53.454 | 12,53 | 3.582 | 24,72 | ||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 882.747 | 12,77 | 59.114 | 24,86 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6.637 | 14,87 | 450 | 22,01 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 1.466.921 | 5,77 | 98.313 | 17,21 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 12.868 | 0,16 | 862 | 10,94 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 145.369 | 5,93 | 9.743 | 17,39 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 10.698 | 5,68 | 717 | 17,16 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 132.559 | 5,24 | 8.884 | 16,62 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 67.117 | 103,51 | 4.498 | 125,58 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 187.677 | 0,22 | 12.578 | 11,06 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3.425.092 | 0,77 | 229.550 | 11,66 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 146.748 | 0,72 | 9.835 | 11,62 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 104.638 | 28,49 | 7.013 | 42,38 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 57.644 | 2,69 | 3.863 | 13,82 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 3.168 | 212 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 19.966 | 0,20 | 1.338 | 11,04 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 20.314 | 11,57 | 1.361 | 23,61 | ||||
2025-07-21 | 13F | Mendota Financial Group, LLC | 208.293 | 4,24 | 13.960 | 15,51 | ||||
2025-08-14 | 13F | London & Capital Asset Management Ltd | 15.741 | 1.055 | ||||||
2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 11.415.600 | 20,25 | 765.074 | 33,25 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 23.454 | 1.499 | ||||||
2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 2.337.557 | 1,32 | 156.663 | 12,27 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 4.186 | 0,26 | 281 | 11,11 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3.626.695 | 0,46 | 243.061 | 11,32 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 15.351 | 0,56 | 1.029 | 11,38 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 574.599 | 0,97 | 38.510 | 11,89 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 62.735 | 12,65 | 4.205 | 24,82 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 13.783 | 0,01 | 924 | 10,80 | ||||
2025-07-15 | 13F | Maseco Llp | 7.896.996 | 529.336 | ||||||
2025-08-12 | 13F | MAI Capital Management | 10.116 | 0,24 | 678 | 10,98 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 9.259 | 51,81 | 621 | 68,48 | ||||
2025-07-14 | 13F | Financial Harvest, LLC | 13.981 | 937 | ||||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1.081.221 | 2,63 | 74.420 | 16,23 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1.656 | 110,96 | 111 | 134,04 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 101.090 | 6.775 | ||||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4.122 | 276 | ||||||
2025-08-08 | 13F | SageOak Financial, LLC | 4.604 | 3,79 | 309 | 14,93 | ||||
2025-07-11 | 13F | Diversified Trust Co | 3.116 | 209 | ||||||
2025-07-29 | 13F | Fundamentun, Llc | 19.614 | 448,64 | 1.315 | 508,33 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 2.078 | 21,88 | 139 | 34,95 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 76.469 | 3,91 | 5.125 | 15,15 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 7.540 | 0,80 | 1 | |||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 9.987 | 17,36 | 669 | 30,16 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 9.039 | 5,25 | 606 | 16,57 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 766.624 | 0,07 | 51.379 | 10,90 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 956.200 | 29,57 | 64.085 | 43,58 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 233.918 | 1,16 | 15.677 | 12,11 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 1.776 | 0,28 | 119 | 11,21 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 3.057 | 205 | ||||||
2025-07-25 | 13F | LRI Investments, LLC | 40.882 | 0,56 | 2.740 | 11,43 | ||||
2025-08-08 | 13F | Brogan Financial, Inc. | 9.505 | 0,26 | 637 | 11,17 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 809.909 | 6,51 | 54.280 | 18,03 | ||||
2025-07-15 | 13F | Great Oak Capital Partners, Llc | 8.259 | 559 | ||||||
2025-07-23 | 13F | Northern Financial Advisors Inc | 4.346 | 0,09 | 291 | 11,07 | ||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 201.381 | 4,21 | 13.497 | 15,48 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 8.032 | 16,66 | 538 | 29,33 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 567 | 0,18 | 38 | 11,76 | ||||
2025-08-14 | 13F | Clg Llc | 58.352 | 1,91 | 3.911 | 12,91 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5.819 | 9,92 | 390 | 21,88 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 283.931 | 0,11 | 19.029 | 10,93 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 508.591 | 6,69 | 34.086 | 18,22 | ||||
2025-07-21 | 13F | 25 Llc | 15.742 | 0,11 | 1.055 | 10,94 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 6.500 | 436 | ||||||
2025-08-01 | 13F | Bull Oak Capital, LLC | 3.079 | 206 | ||||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 94.864 | 14,00 | 6.358 | 26,36 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 52.196 | 1,48 | 3.498 | 12,48 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 1.029.271 | 7,17 | 68.982 | 18,76 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.226.641 | 5,29 | 82 | 17,14 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6.544 | 0,28 | 439 | 11,17 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 181.392 | 49,08 | 12.157 | 65,21 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 5.881 | 394 | ||||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 242.876 | 53,21 | 16 | 77,78 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 3.095.429 | 6,97 | 207.456 | 18,46 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3.043 | 3,40 | 204 | 14,69 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 41.170 | 0,96 | 2.759 | 11,88 | ||||
2025-08-07 | 13F | Summit X, LLC | 282.690 | 1,35 | 18.946 | 12,31 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2.730.367 | 9,98 | 182.989 | 21,87 | ||||
2025-08-13 | 13F | JT Stratford LLC | 19.215 | 9,45 | 1.288 | 21,30 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 165.258 | 318,13 | 11.076 | 363,39 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 23.454 | 1.572 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 99.759 | 0,39 | 6.686 | 11,25 | ||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 170.128 | 25,44 | 11.402 | 39,00 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3.102 | 208 | ||||||
2025-07-29 | 13F | Graver Capital Management, LLC | 498.287 | 7,59 | 33.395 | 19,23 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 5.010 | 0,28 | 336 | 10,93 | ||||
2025-07-29 | 13F | TFC Financial Management | 1.306 | 0,31 | 88 | 11,54 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.411.720 | 1,72 | 94.613 | 12,72 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 12.264 | 7,02 | 784 | 20,09 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 24.122 | 0,24 | 1.617 | 11,07 | ||||
2025-07-09 | 13F | Aurelius Family Office LLC | 96.140 | 0,72 | 6.443 | 11,61 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 13.344 | 0,27 | 894 | 11,19 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 519.119 | 1,41 | 34.791 | 12,37 | ||||
2025-04-11 | 13F | Davis Capital Management | 107 | 62,12 | 6 | 50,00 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 148.913 | 4,64 | 9.980 | 15,97 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 3.268 | 219 | ||||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 354.270 | 1,29 | 23.743 | 12,25 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 33.476 | 1,13 | 2.244 | 12,09 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 3.164 | 212 | ||||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 86.910 | 48,43 | 5.825 | 64,47 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 1.177.252 | 64,52 | 79.394 | 89,08 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 47.859 | 5,75 | 3.207 | 17,21 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 38.996 | 41,47 | 2.614 | 56,75 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 108.842 | 12,18 | 7.295 | 24,30 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 7.621 | 511 | ||||||
2025-08-05 | 13F | Huntington National Bank | 612 | |||||||
2025-08-14 | 13F | RMB Capital Management, LLC | 11.496 | 12,17 | 770 | 24,39 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 146.566 | 34,78 | 9.823 | 49,35 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11.924 | 3,34 | 799 | 15,13 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 109.680 | 36,01 | 7 | 75,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 28.636 | 12,23 | 1.919 | 24,37 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 509 | 14,38 | 35 | 30,77 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1.205.949 | 5,29 | 80.823 | 16,67 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 295.718 | 0,09 | 19.819 | 10,92 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 124.429 | 542,84 | 8.339 | 612,74 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 5.823 | 0,28 | 390 | 11,11 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 695.585 | 16,38 | 46.618 | 28,96 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 38.243 | 3,47 | 2.563 | 14,68 | ||||
2025-08-04 | 13F | McMill Wealth Management | 272.920 | 2,68 | 18.257 | 13,57 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 28.239 | 8,72 | 1.893 | 20,51 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 954 | 43,03 | 64 | 57,50 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 181.909 | 7,50 | 12.192 | 19,12 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 675.427 | 0,14 | 45.483 | 25,70 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 3.800 | 255 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45.621 | 0,94 | 2.759 | -4,23 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 6.329 | 424 | ||||||
2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 19.139.485 | 3,84 | 1.282.728 | 15,07 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 47.258 | 5,57 | 3.167 | 16,99 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 5.834 | 31,10 | 0 | |||||
2025-08-12 | 13F | Forum Private Client Group LLC | 12.796 | 1,20 | 858 | 12,17 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 4.180 | 20,43 | 280 | 33,97 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 8.282 | 4,85 | 555 | 16,35 | ||||
2025-07-25 | 13F | Wealth Advisory Team LLC | 150.970 | 10.118 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 4.217 | 267,01 | 283 | 308,70 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 19.672 | 18,38 | 1 | 0,00 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 287.941 | 8,23 | 19.298 | 19,93 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 7.868 | 25,15 | 527 | 38,68 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 10.592 | 100,00 | 710 | 121,56 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 28.544 | 20,36 | 1.913 | 33,40 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 3.128 | 210 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 95.200 | 6.380 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46.481 | 1,89 | 3.115 | 12,90 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 102.683 | 1.350,73 | 6.882 | 1.507,71 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 79.663 | 20,87 | 5.339 | 33,98 | ||||
2025-08-06 | 13F | SP Asset Management LLC | 13.060 | 0,27 | 875 | 11,18 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 22.154 | 2,76 | 1.485 | 13,89 | ||||
2025-08-05 | 13F | AG Asset Advisory, LLC | 450.260 | 0,45 | 30.176 | 11,31 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 4.919 | 14,61 | 330 | 27,03 | ||||
2025-07-22 | 13F | Accel Wealth Management | 3.260 | 218 | ||||||
2025-04-02 | 13F | Marcum Wealth, LLC | 26.023 | 0,19 | 1.574 | -4,95 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 170.180 | 0,05 | 11.405 | 10,87 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 31.244 | 0,01 | 2.094 | 10,80 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 112.287 | 2.993,31 | 8 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 1.299.746 | 6,31 | 87.109 | 17,80 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 35.582 | 81,97 | 2.374 | 101,87 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1.532.653 | 14,73 | 102.718 | 27,14 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 439.369 | 6,88 | 29 | 20,83 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 5.794 | 388 | ||||||
2025-07-07 | 13F | Kings Path Partners LLC | 2.326 | 156 | ||||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 112.945 | 0,27 | 7.569 | 11,10 | ||||
2025-07-11 | 13F | First PREMIER Bank | 862 | 0 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16.189 | 1.085 | ||||||
2025-07-10 | 13F | Brooklyn FI, LLC | 35.895 | 876,47 | 2.406 | 983,33 | ||||
2025-07-17 | 13F | Avondale Wealth Management | 8.695 | 186,49 | 583 | 218,03 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 57.114 | 13,48 | 3.828 | 25,76 | ||||
2025-08-14 | 13F | Mariner, LLC | 1.987.532 | 25,33 | 133.194 | 38,87 | ||||
2025-08-11 | 13F | Capital Square, LLC | 3.741 | 2,75 | 253 | 15,00 | ||||
2025-07-15 | 13F | Gpwm Llc | 1.835 | 0,27 | 123 | 10,91 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 37.908 | 2,05 | 2.541 | 13,09 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1.090.394 | 15,37 | 73.078 | 27,85 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 813 | 0 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 145.825 | 62,51 | 9.773 | 80,08 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 12.557 | 23,52 | 842 | 36,97 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1.634.690 | 1,72 | 111.077 | 14,28 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 34.934 | 14,45 | 2.341 | 26,81 | ||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 70.833 | 3,34 | 4.747 | 14,52 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 13.558 | 0,17 | 909 | 11,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24.447 | 11,34 | 1.638 | 23,44 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 824 | 0,24 | 55 | 12,24 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 3.794 | 0,26 | 254 | 11,40 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 46.276 | 0,13 | 3.101 | 10,99 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 298.825 | 52,29 | 19.686 | 65,88 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 447.495 | 2,19 | 29.991 | 13,25 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 721.271 | 5,09 | 48.130 | 15,95 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 17.312 | 1.160 | ||||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 432.006 | 1,51 | 29.100 | 20,15 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 60.215 | 209,37 | 4.036 | 242,82 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 11.996 | 1,06 | 804 | 11,99 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 911.954 | 11,66 | 61.119 | 23,74 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 3.756 | 0,27 | 252 | 11,06 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 82.098 | 0,10 | 5.502 | 10,93 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 3.348 | 0,06 | 224 | 10,89 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 5.301 | 355 | ||||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 159.496 | 2,66 | 10.689 | 13,76 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 2.023.380 | 3,19 | 135.588 | 14,33 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 76.445 | 57,42 | 5.123 | 74,49 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 85.782 | 21,28 | 5.749 | 34,42 | ||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 2.178.411 | 21,38 | 145.997 | 34,51 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 412.324 | 6,52 | 27.634 | 18,04 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 317 | 0,32 | 21 | 10,53 | ||||
2025-08-11 | 13F | Babb Wealth Advisors LLC | 259.755 | 1,92 | 17.409 | 12,94 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7.411 | 497 | ||||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 644.963 | 9,75 | 43.225 | 21,61 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 29.783 | 0,04 | 1.996 | 10,89 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 391.774 | 0,68 | 26.257 | 11,57 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12.283 | 823 | ||||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15.641 | 1.048 | ||||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 6.987 | 468 | ||||||
2025-08-12 | 13F | Change Path, LLC | 27.853 | 2,75 | 1.867 | 13,85 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 80.074 | 3,12 | 5.367 | 14,27 | ||||
2025-07-28 | 13F | Disciplined Equity Management, Inc. | 499.676 | 9,49 | 33.488 | 21,33 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 154.140 | 10 | ||||||
2025-07-09 | 13F | GEM Asset Management, LLC | 206.149 | 1,93 | 13.903 | 13,20 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 30.420 | 14,02 | 2.039 | 26,35 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39.106 | 0,18 | 2.621 | 11,02 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4.023 | 10,67 | 270 | 22,83 | ||||
2025-08-12 | 13F | Martin Worley Group | 5.225 | 16,84 | 350 | 29,63 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 547.471 | 3,98 | 36.692 | 15,22 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 12.928 | 65,34 | 866 | 83,47 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 23.132 | 0,09 | 1.550 | 10,95 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 4.335 | 0,28 | 291 | 11,11 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 26.076 | 100,54 | 1.748 | 122,26 | ||||
2025-08-04 | 13F | Spire Wealth Management | 248.866 | 0,20 | 16.679 | 11,03 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 120.217 | 2,17 | 8 | 14,29 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 27.510 | 0,08 | 1.844 | 10,89 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 66.176 | 0,08 | 4.435 | 10,90 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 17.652 | 0,27 | 1.183 | 11,18 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 116.327 | 4,17 | 7.796 | 15,43 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 216.015 | 4,23 | 14.477 | 15,50 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 106.986 | 6,31 | 7.170 | 17,81 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15.945 | 61,47 | 1.069 | 78,89 | ||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 229.645 | 15.391 | ||||||
2025-07-22 | 13F | Olistico Wealth, LLC | 3.420 | 209,78 | 229 | 246,97 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 5.328 | 0 | ||||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 17.634 | 1.182 | ||||||
2025-08-05 | 13F | Sensible Money, LLC | 25.414 | 3,09 | 1.703 | 14,22 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 8.300 | 40,85 | 556 | 56,18 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 57.767 | 2,03 | 3.872 | 13,05 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 108.430 | 6,56 | 7 | 16,67 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 34.347 | 20,70 | 2.302 | 33,70 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 24.320 | 0,27 | 1.630 | 11,12 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 3.087 | 207 | ||||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 223 | 0,45 | 15 | 7,69 | ||||
2025-08-14 | 13F | Fmr Llc | 59.537 | 21,23 | 3.990 | 34,34 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 3.037 | 0 | ||||||
2025-08-15 | 13F | Fft Wealth Management Llc | 44.405 | 15,13 | 3.046 | 30,62 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 24.011 | 0,16 | 1.609 | 11,04 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 311.989 | 5,54 | 20.910 | 16,95 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 4.658 | 3,33 | 312 | 14,71 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 12.604 | 9,88 | 845 | 21,79 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 3.236 | 1.089,71 | 217 | 1.250,00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18.481 | 46,74 | 1.239 | 62,68 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 665.448 | 122,86 | 44.598 | 146,96 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 81.808 | 12,78 | 5 | 25,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 89.054 | 279,15 | 5.968 | 320,28 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 27.860 | 0,08 | 1.867 | 5,24 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 143.113 | 11,93 | 9.591 | 24,04 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 8.600 | 576 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37.333 | 2,23 | 2.502 | 13,32 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 57.815 | 32,49 | 3.875 | 46,80 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 189.782 | 47,75 | 12.719 | 63,74 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 30.857 | 63,45 | 2.068 | 81,24 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 55.342 | 0,64 | 3.709 | 11,55 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 10.308 | 1,03 | 691 | 11,83 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 203.668 | 7,08 | 14 | 18,18 | ||||
2025-07-22 | 13F | David Wealth Management LLC | 195.364 | 6,52 | 13.093 | 18,04 | ||||
2025-08-01 | 13F | Signature Wealth Management Group | 6.194 | 7,46 | 415 | 19,25 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 111.342 | 2,81 | 7.462 | 13,94 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 4.831 | 11,06 | 324 | 22,81 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 87.355 | 0,39 | 5.855 | 11,25 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 6.606 | 5,59 | 443 | 16,93 | ||||
2025-08-07 | 13F | PFG Advisors | 174.936 | 7,21 | 11.724 | 18,81 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 26.344 | 47,22 | 1.821 | 78,70 | ||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 4.790 | 0,25 | 321 | 11,46 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 837.611 | 8,76 | 56.137 | 20,52 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 173.621 | 15,13 | 11.636 | 27,59 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 19.330 | 1,92 | 1.295 | 13,00 | ||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 80.861 | 3,23 | 5.419 | 14,40 | ||||
2025-07-16 | 13F | Rebalance, Llc | 6.280 | 0,27 | 421 | 11,11 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 23.836 | 9,24 | 1.597 | 21,08 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 36.759 | 174.942,86 | 2.464 | 3,44 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 13.619 | 42,18 | 913 | 57,51 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1.224.999 | 2,27 | 82.099 | 13,33 | ||||
2025-08-13 | 13F | Cambria Investment Management, L.P. | 23.454 | 1.572 | ||||||
2025-07-11 | 13F | Great Waters Wealth Management | 2.390.540 | 1,02 | 160.214 | 11,94 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 83.202 | 278,55 | 1.473 | 10,84 | ||||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 7.795 | 522 | ||||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3.650 | 245 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 24.000 | 1.608 | ||||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 581.352 | 33,67 | 38.962 | 48,12 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 796.649 | 7,10 | 53.391 | 18,68 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 3.794 | 0,26 | 254 | 11,40 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 3.476 | 233 | ||||||
2025-07-25 | 13F | NorthRock Partners, LLC | 11.048 | 0,27 | 740 | 11,11 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 25.085 | 0,22 | 1.681 | 11,10 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 670.487 | 6,59 | 44.936 | 18,12 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3.221 | 216 | ||||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 277.065 | 2,86 | 18.569 | 13,98 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 35.500 | 0,57 | 2.379 | 11,48 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8.692 | 0,23 | 583 | 11,07 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 5.412 | 28,89 | 363 | 43,08 | ||||
2025-08-14 | 13F | UBS Group AG | 238.673 | 17,96 | 15.996 | 30,71 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 23.724 | 1,18 | 1.590 | 12,06 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 5.422 | 363 | ||||||
2025-07-31 | 13F | Warburton Capital Management, LLC | 78.236 | 293,96 | 5 | 400,00 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 3.389 | 0,21 | 204 | -5,58 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5.407 | 31,56 | 362 | 38,17 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 93.196 | 21,55 | 6.246 | 34,68 | ||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 5.431 | 0,31 | 368 | 17,20 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 3.880 | 0,28 | 260 | 11,11 | ||||
2025-08-14 | 13F | Betterment LLC | 159.219 | 62,34 | 11 | 100,00 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 57.196 | 318,44 | 3.833 | 364,04 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 69.438 | 6,32 | 4.654 | 17,83 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 175.324 | 5,92 | 11.750 | 17,38 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 12.738 | 0,28 | 854 | 11,07 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 148.913 | 9.980 | ||||||
2025-08-14 | 13F | Tripletail Wealth Management, LLC | 3.330 | 230 | ||||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 33.352 | 28,03 | 2.235 | 41,90 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 4.525 | 0,27 | 303 | 11,40 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 22.660 | 1,98 | 1.528 | 23,84 | ||||
2025-08-14 | 13F | Premier Financial Group | 376.483 | 26.228 | ||||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 12.422 | 0,12 | 833 | 10,93 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 5.793 | 7,56 | 388 | 19,38 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 30.148 | 2.049 | ||||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 111.742 | 7.489 | ||||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 803 | 0,25 | 55 | 17,39 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1.071 | 0,28 | 72 | 10,94 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 143.574 | 1,17 | 9.622 | 12,12 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 160.626 | 6,22 | 10.765 | 17,71 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3.540 | 237 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 16.654 | 221,13 | 1.116 | 256,55 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 388.711 | 0,72 | 26.051 | 11,62 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 8.800 | 6,64 | 590 | 18,04 | ||||
2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 14.314 | 0,97 | 959 | 11,90 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 4.313 | 0,28 | 289 | 11,15 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 3.659 | 245 | ||||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 97.873 | 8,62 | 6.559 | 20,37 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 4.858 | 0,27 | 326 | 10,92 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 6.793 | 455 | ||||||
2025-07-21 | 13F | Keb Asset Management, Llc | 285.749 | 5,06 | 19.151 | 16,41 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 3.180 | 213 | ||||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 181.452 | 0,81 | 12.161 | 11,70 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 12.269 | 0,27 | 822 | 11,08 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1.565 | 0,84 | 105 | 11,83 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16.470 | 9.821,69 | 1.104 | 10.930,00 | ||||
2025-08-05 | 13F | Everest Management Corp. | 750.294 | 17,50 | 50.285 | 30,21 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 79.223 | 0,79 | 5.310 | 11,70 | ||||
2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6.908 | 0,01 | 463 | 10,79 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2.517.541 | 1,26 | 168.726 | 12,21 |