Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF includono Tandem Financial, LLC, Concord Asset Management, LLC/VA, ERn Financial, LLC, Johnson & White Wealth Management, LLC, 21 West Wealth Management LLC, TT Capital Management LLC, Perfromance Wealth Partners, LLC, Embree Financial Group, L.m. Kohn & Company, Traub Capital Management LLC, Strata Wealth Advisors, LLC, Root Financial Partners, LLC, CWA Asset Management Group, LLC, Klingman & Associates, LLC, Crescent Grove Advisors, LLC, Glenmede Investment Management, LP, Maseco Llp, Hoey Investments, Inc, Pflug Koory, LLC, e Harbor Asset Planning, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6.658 | 220 | ||||||
| 2025-07-28 | 13F | Essex LLC | 164.047 | 2,97 | 5.415 | 10,38 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2.290 | 114,82 | 76 | 134,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 13.164 | 2,52 | 435 | 9,87 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 31.744 | 986 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1.751.536 | 5,96 | 57.818 | 13,57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 569.618 | 2,97 | 18.803 | 10,37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 673 | 46,62 | 22 | 57,14 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 24.681 | 0,96 | 815 | 8,24 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 66.720 | 3,41 | 2.202 | 10,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 463.904 | 19,60 | 15 | 36,36 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 72.935 | 2.435 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 189.899 | 36,07 | 6.269 | 45,84 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8.161 | 21,44 | 269 | 30,10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 12.372 | 0,63 | 408 | 7,94 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 21.268 | 702 | ||||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 395.868 | 10,51 | 13.068 | 18,44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 16.971 | 30,93 | 1 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6.245 | 206 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 26.712 | 1,29 | 882 | 8,50 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 215 | 22,86 | 7 | 40,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9.313 | 307 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8.982 | 50,33 | 296 | 60,87 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 366 | 12 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 22 | 1 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 20.377 | 3,25 | 673 | 10,71 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 21 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 105.455 | 0,85 | 3.481 | 8,11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 43 | 95,45 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1.229 | 1.154,08 | 41 | 1.233,33 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 157.414 | 3,03 | 5.196 | 10,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 451.600 | 1,32 | 15 | 7,69 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 29.740 | 40,75 | 982 | 50,92 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 209 | 31,45 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 36.768 | 1.214 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 105.216 | 2,29 | 3.473 | 9,63 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5.275 | 25,27 | 174 | 34,88 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 7.054 | 6,81 | 233 | 14,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.497.114 | 6,62 | 82.430 | 14,27 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13.946 | 81,56 | 460 | 94,92 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 131 | 5 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 34.192 | 29,04 | 1.129 | 38,24 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5.064 | 7,08 | 167 | 15,17 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 6.316 | 208 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 60.088 | 10,28 | 1.984 | 18,18 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 142.948 | 2,88 | 4.719 | 10,26 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 70.474 | 2.326 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 31.420 | 16,21 | 1.037 | 24,64 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 70.474 | 2,01 | 2.326 | 9,36 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7.267 | 10,73 | 240 | 18,32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 133.206 | 1.887,85 | 4.397 | 2.034,47 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 140.391 | 11,24 | 4.634 | 19,22 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 193 | 0,52 | 6 | 20,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 4.519 | 7,34 | 149 | 15,50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 393.717 | 76,95 | 12.997 | 89,67 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 95 | 3 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20.678 | 683 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7.070 | 21,02 | 233 | 30,17 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 133 | 4 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26.305 | 34,85 | 868 | 44,67 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 46.252 | 0,26 | 1.527 | 7,46 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 2.220 | 5,87 | 73 | 14,06 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 15.022 | 13,63 | 496 | 21,62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6.386 | 211 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 24 | 1 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 523 | 17 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 365.643 | 0,16 | 12.070 | 7,35 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 87.350 | 44,88 | 2.883 | 55,33 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 255.799 | 8.444 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 15.585 | 0,95 | 480 | 7,14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 224.814 | 8,31 | 7.421 | 16,08 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17.155 | 566 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4.765 | 46,66 | 157 | 67,02 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 276.879 | 41,84 | 9.145 | 52,10 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 37 | 1 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 33.059 | 1.091 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 792 | 0,64 | 26 | 8,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.281 | 252,35 | 141 | 281,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 40.671 | 44,54 | 1.340 | 54,91 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3.620 | 0,64 | 120 | 8,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 91.243 | 17,60 | 3.012 | 26,04 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3.625 | 0,44 | 120 | 8,18 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 79.156 | 28,00 | 2.613 | 37,18 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7.128 | 0,58 | 240 | 10,09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 320.551 | 20,47 | 10.581 | 29,12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 235 | 8 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.217.604 | 9,82 | 73.203 | 17,70 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 318.008 | 611.453,85 | 10.695 | 1.069.300,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7.728 | 255 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 27.956 | 66,07 | 923 | 77,99 | ||||
| 2025-08-14 | 13F | Betterment LLC | 41.745 | 15,52 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 243.450 | 3,24 | 8.036 | 10,66 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 139 | 5 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 53.345 | 167,25 | 1.761 | 186,64 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.644 | 87 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 7.305 | 241 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 49 | 2 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 74 | 2 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 69.797 | 20,08 | 2.304 | 28,72 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 23.914 | 0,59 | 789 | 7,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36.794 | 8,98 | 1.215 | 16,84 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 68.516 | 0,46 | 2.262 | 7,67 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 353.835 | 2,20 | 11.680 | 9,54 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 10.427 | 0,02 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 166 | 5 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11.603 | 121,01 | 383 | 137,89 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 59.737 | 8,39 | 1.972 | 16,15 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 37 | 1 | -98,18 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 11.006 | 21,91 | 363 | 30,58 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1.389 | 0 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 276.545 | 5,93 | 9.129 | 13,52 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 22.055 | 1,96 | 751 | 15,38 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 25.978 | 2,81 | 858 | 10,15 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 27.807 | 0,04 | 918 | 7,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11.991 | 6,29 | 396 | 13,83 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 19.270 | 636 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20.037 | 26,94 | 661 | 36,01 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1.780.920 | 1,21 | 58.788 | 8,47 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 68.145 | 10,56 | 2.249 | 18,49 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 16.597 | 0,64 | 548 | 7,89 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 118 | 4 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 43.332 | 5.398,98 | 1.430 | 5.858,33 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 98.304 | 43,73 | 3.245 | 54,23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19.056 | 629 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4.467 | 42,58 | 147 | 53,13 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 554 | 18 | ||||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 152.807 | 2,99 | 5.044 | 10,40 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 520.697 | 0,82 | 17.188 | 8,06 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 6.392 | 211 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 18.911 | 58,00 | 1 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 7.252 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 183.487 | 60,83 | 6.057 | 72,39 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 625.251 | 11,44 | 19.258 | 18,16 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 38 | 1 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 585.637 | 26.387,43 | 19.332 | 28.327,94 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5.574 | 184 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 7.431 | 0,62 | 245 | 7,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3.558 | 3.105,41 | 117 | 3.800,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 639.267 | 2.923,97 | 21.102 | 3.141,47 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 19 | 1 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 324.582 | 30,81 | 10.714 | 40,20 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 130.135 | 3,30 | 4.296 | 10,70 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 11.644 | 12,80 | 384 | 21,14 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 17.502 | 0,93 | 578 | 8,05 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 18.697 | 617 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 121.736 | 2,55 | 4.019 | 9,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 220.196 | 43,52 | 7 | 75,00 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 74.839 | 3,41 | 2.470 | 10,81 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 9.664 | 0,26 | 319 | 7,77 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1.721 | 57 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 44.607 | 1 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 11.904 | 11,58 | 393 | 19,51 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6.932 | 5,01 | 229 | 12,32 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 86.439 | 17,97 | 2.853 | 26,46 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 43.555 | 240,94 | 1.462 | 293,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15.595 | 16,92 | 515 | 25,37 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6.349 | 210 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 71 | 1,43 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 262.753 | 8,20 | 8.673 | 15,96 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 58.239 | 11,26 | 1.955 | 21,22 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 22.240 | 7,11 | 734 | 14,87 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 597.544 | 34,79 | 19.725 | 44,46 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 46.205 | 5,99 | 1.423 | 12,40 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 651 | 21 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1.422 | 47 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12.010 | 8,58 | 396 | 16,47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 23.922 | 75,63 | 790 | 88,31 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 375.874 | 4,29 | 12.408 | 11,77 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 357.912 | 1,47 | 11.815 | 8,75 | ||||
| 2025-08-01 | 13F | Motco | 25 | 1 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 48 | 2 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 436 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 128.414 | 4,96 | 4.239 | 12,47 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 73.109 | 25.462,59 | 2.413 | 30.062,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16.829 | 4,67 | 556 | 12,12 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 419.921 | 5,09 | 13.862 | 12,64 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8.918 | 36,61 | 294 | 46,27 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 102.451 | 14,47 | 3.382 | 22,68 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1.236 | 41 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 78.590 | 0,47 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 65.876 | 0,61 | 2.175 | 7,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 38.546 | 682,98 | 1.272 | 742,38 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 19.312 | 68,03 | 637 | 80,45 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 135.854 | 2,24 | 4.485 | 9,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 222.235 | 7.336 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 59.124 | 1.952 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10.824 | 11,63 | 357 | 19,80 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 378 | 0,27 | 12 | 9,09 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1.156.592 | 28,47 | 38.175 | 37,71 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 306.241 | 371,43 | 10.109 | 405,45 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 17.293 | 0,64 | 571 | 7,75 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 153.222 | 3,27 | 5.058 | 10,68 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 89.732 | 0,67 | 2.962 | 7,91 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 41.379 | 2,30 | 1.366 | 9,64 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 20 | 1 | ||||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 131.168 | 1,66 | 4.465 | 11,63 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 60.901 | 0,34 | 2.010 | 7,54 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5.490 | 53,44 | 169 | 64,08 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 402 | 1.016,67 | 12 | 1.100,00 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 9.778 | 21,83 | 323 | 30,36 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.510 | 116 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 42.680 | 11,20 | 1.409 | 19,12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8.883 | 2,20 | 293 | 9,74 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6.840 | 2,36 | 226 | 9,76 | ||||
| 2025-07-29 | 13F | Creekside Partners | 28.377 | 33,24 | 937 | 42,90 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 446.527 | 8,08 | 14.740 | 15,83 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 561.672 | 18,23 | 19 | 28,57 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 71 | 2 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 9.688 | 0,53 | 329 | 10,81 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 603.420 | 2,44 | 19.919 | 9,79 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 13.331 | 2,26 | 442 | 17,29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 115.424 | 81,38 | 3.810 | 94,39 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 571.159 | 1,92 | 18.854 | 9,22 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 5.178 | 324,43 | 171 | 359,46 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 41.818 | 418.080,00 | 1.380 | 5,34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 58 | -14,71 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 105.294 | 0,35 | 3.534 | 9,35 | ||||
| 2025-08-08 | 13F | Creative Planning | 153.890 | 0,69 | 5.080 | 7,90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 468.365 | 32,25 | 15.461 | 50,29 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 13.960 | 7,02 | 461 | 14,71 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 9.508 | 314 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12.178 | 11,37 | 402 | 19,29 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 307.572 | 3,37 | 10.153 | 10,78 |
