Mga Batayang Estadistika
| Pemilik Institusional | 502 total, 502 long only, 0 short only, 0 long/short - change of 11.06% MRQ |
| Alokasi Portofolio Rata-rata | 1.2860 % - change of -0.50% MRQ |
| Saham Institusional (Jangka Panjang) | 100,122,782 (ex 13D/G) - change of 9.39MM shares 10.34% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 7,766,346 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
American Century ETF Trust - Avantis International Small Cap Value ETF (US:AVDV) memiliki 502 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 100,122,782 saham. Pemegang saham terbesar meliputi Creative Planning, Savant Capital, LLC, Jones Financial Companies Lllp, Buckingham Strategic Partners, Colony Group, LLC, Accredited Investors Inc., Mason Investment Advisory Services, Inc., Envestnet Asset Management Inc, Modera Wealth Management, LLC, and Haverford Trust Co .
Struktur kepemilikan institusional American Century ETF Trust - Avantis International Small Cap Value ETF (ARCA:AVDV) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 86.30 / share. Previously, on September 6, 2024, the share price was 66.25 / share. This represents an increase of 30.26% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | Savant Capital, LLC | 10,983,707 | 8.32 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 209,108 | -17.95 | 16,578 | -6.72 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 108,977 | -5.72 | 7,600 | 1.04 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 4,840 | 0.00 | 384 | 13.65 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 440,807 | 0.58 | 34,947 | 14.34 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 21,377 | -12.69 | 1,695 | -0.76 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 6,453 | -0.80 | 512 | 12.80 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 225,669 | -2.21 | 17,891 | 11.17 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 15,830 | 48.22 | 1,255 | 68.68 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8,715 | 0.00 | 674 | 10.49 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 10,064 | 0.03 | 798 | 13.69 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 55,606 | 24.88 | 4,408 | 41.96 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4,750 | 6.57 | 377 | 21.29 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 25,200 | 1,998 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 463,992 | 12.64 | 36,785 | 28.05 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1,811,931 | 9.16 | 143,650 | 24.09 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2,847 | 226 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 52,792 | 0.15 | 4,185 | 13.85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 56,278 | -55.85 | 4,462 | -49.82 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10,983,707 | 2.28 | 870,788 | 16.27 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 300 | 24 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 177,349 | -2.12 | 14,060 | 11.28 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11,033 | -0.79 | 875 | 12.77 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 41,243 | -15.45 | 2,888 | -10.62 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 125,485 | 2.58 | 9,948 | 16.61 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 33,443 | -7.01 | 2,651 | 5.70 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 54,615 | 0.38 | 4,330 | 14.10 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 9,200 | 0.00 | 729 | 13.73 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3,287 | -48.93 | 261 | -41.96 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,837 | 1.21 | 225 | 14.87 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 65,398 | -7.02 | 5,185 | 5.69 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 320,652 | 0.77 | 25,421 | 14.56 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 60 | 0.00 | 5 | 0.00 | ||||
| 2025-04-15 | 13F | Paladin Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 3,195 | 0.00 | 253 | 13.96 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 153,583 | 0.51 | 12,176 | 14.26 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 65,001 | -0.29 | 5,153 | 13.35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,093 | 16.20 | 404 | 32.13 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 4,174 | 0.00 | 331 | 13.40 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 187 | 0.00 | 15 | 7.69 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | True Vision MN LLC | 18,684 | -2.37 | 1,481 | 11.02 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 100,731 | -2.74 | 7,986 | 10.55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 533 | 255.33 | 42 | 320.00 | ||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 3,262 | -7.38 | 252 | 6.33 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 8,291 | -1.05 | 657 | 12.50 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18,934 | 2.10 | 1,588 | 17.98 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 473,118 | 38 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3,857 | 0.70 | 306 | 14.23 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 16,170 | -0.50 | 1,282 | 13.15 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 19,918 | -2.46 | 1,579 | 10.88 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 2,531 | 203 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 85 | 4,150.00 | 7 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 422,074 | 10.83 | 33,445 | 31.89 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 210 | 0.00 | 17 | 14.29 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 268,428 | -10.52 | 21,281 | 1.71 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 87,600 | 6,945 | ||||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 82,655 | 23.92 | 6,553 | 40.87 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 139,297 | -6.14 | 11,043 | 6.71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 109,147 | 177.27 | 8,653 | 215.23 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 84,958 | -0.16 | 6,735 | 13.50 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 78,282 | -2.03 | 6,206 | 11.38 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 145,529 | 5.77 | 11,538 | 20.24 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 608 | 48 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 17,514 | -7.44 | 1,389 | 5.23 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 3,401 | 270 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17,902 | -0.58 | 1,419 | 13.07 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 26,677 | 320.44 | 2,115 | 413.11 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 6,186 | 19.44 | 490 | 35.73 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Lam Group, Inc. | 10,255 | 14.84 | 813 | 30.71 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 22,218 | -24.23 | 1,761 | -13.85 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 197,255 | 10.05 | 15,264 | 26.19 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6,802 | -11.26 | 539 | 0.94 | ||||
| 2025-08-14 | 13F | Css Llc/il | 6,100 | 0.00 | 484 | 13.65 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 302,162 | 3.46 | 23,955 | 17.61 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 11,942 | 56.86 | 947 | 78.49 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4,376 | 1,532.84 | 347 | 1,822.22 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10,860 | 0.93 | 861 | 14.67 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 235 | 0.00 | 19 | 12.50 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 175,217 | 0.64 | 13,891 | 21.15 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,623,192 | 0.39 | 128,687 | 14.12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 40,838 | -2.98 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 162 | 14 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 4,676 | -0.32 | 371 | 13.15 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 2,999 | 238 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 431 | 0.00 | 34 | 13.33 | ||||
| 2025-04-28 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 657,690 | -8.07 | 52,142 | 4.51 | ||||
| 2025-07-28 | NP | SPILX - Symmetry Panoramic International Equity Fund Class I Shares | 76,217 | 0.00 | 5,898 | 14.66 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Financial Architects, LLC | 2,760 | 219 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4,376 | 1.86 | 347 | 15.72 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1,176,012 | 0.99 | 93,234 | 14.81 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 232,271 | -5.73 | 18,414 | 7.17 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 421,957 | 12.56 | 33,453 | 27.96 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 115,495 | -9.30 | 9,157 | 3.11 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 4,954 | 37.96 | 393 | 56.80 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 5 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 25,258 | -0.55 | 2,002 | 13.04 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 177,607 | 7.03 | 14,081 | 21.66 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 259,646 | -4.59 | 20,585 | 8.46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15,006 | 10.57 | 1,190 | 25.69 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 183,860 | -2.78 | 14,558 | 10.39 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6,002 | 476 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 19,514 | 15.17 | 1,547 | 30.99 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 11,444 | 18.95 | 907 | 35.37 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1,578 | 125 | ||||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 29,961 | 2.54 | 2,375 | 16.59 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 486 | 1,925.00 | 38 | 3,700.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 57,842 | -30.19 | 4,586 | -20.65 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3,714 | 23.68 | 294 | 40.67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,053,451 | -5.95 | 83,518 | 6.91 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 302,932 | 7.02 | 24,016 | 21.66 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 40,442 | -24.65 | 3,129 | -13.59 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 554 | -42.71 | 45 | -33.82 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 21,331 | 2.23 | 1,691 | 16.22 | ||||
| 2025-07-09 | 13F | Exchange Bank | 8,629 | 0.00 | 684 | 13.81 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 100 | 8 | ||||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 27,349 | -45.52 | 2,168 | -38.07 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 245,782 | 3.56 | 19,500 | 17.81 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 13,613 | -42.30 | 1,079 | -34.37 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 64,158 | 6.49 | 5,086 | 21.07 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 532 | 56.93 | 42 | 82.61 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 540,154 | 2.56 | 42,597 | 15.97 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 66,714 | 14.80 | 5,289 | 30.53 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 68,161 | -37.83 | 5,404 | -31.12 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 92,402 | 0.32 | 7,326 | 14.04 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 360 | -38.78 | 29 | -31.71 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 12 | 0.00 | 1 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,582 | 0.00 | 125 | 13.64 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13 | 1 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 42 | 3 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 158 | 13 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 33,817 | -67.58 | 2,681 | -63.14 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 143,518 | 43.85 | 11,378 | 63.55 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 4,667 | 0.00 | 370 | 13.85 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 125 | 10 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 114,987 | -0.11 | 9,116 | 13.55 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 719 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 345,835 | -7.52 | 27,418 | 5.13 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 169,616 | 1.60 | 13,447 | 15.50 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 51,926 | -8.46 | 4,117 | 4.04 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 2,913 | 231 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3,885 | 0.00 | 308 | 14.07 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 12,272 | 21.10 | 974 | 37.82 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 326 | 61.39 | 26 | 78.57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36,907 | 4.87 | 2,953 | 20.33 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,514 | 120 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 303,109 | -2.34 | 24,030 | 11.02 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 300 | 0.00 | 24 | 15.00 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 16,102 | -3.19 | 1,277 | 10.09 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 64,444 | -0.75 | 5,109 | 12.83 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 43,883 | 0.41 | 3,479 | 14.18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 280,710 | 77.12 | 22,255 | 101.36 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3,045 | 0.63 | 241 | 14.22 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 19,137 | 1.05 | 1,518 | 15.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 55 | 0.00 | 4 | 33.33 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 105,110 | 45.06 | 8,333 | 64.91 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 7,232 | -1.50 | 573 | 11.91 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,685 | 0.00 | 292 | 14.06 | ||||
| 2025-08-14 | 13F | Betterment LLC | 99,278 | -6.70 | 8 | 0.00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 2,810 | 0.00 | 223 | 13.85 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 11,249 | -30.16 | 892 | -20.66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 82,109 | 7.75 | 6,510 | 22.49 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 43,527 | 60.37 | 3,451 | 82.35 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 5,000 | 396 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 7,400 | -38.84 | 587 | -30.49 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 2,564 | 203 | ||||||
| 2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,822 | 0.00 | 1,583 | 8.95 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 2,815 | -7.37 | 223 | 5.69 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 110,191 | -88.66 | 8,736 | -87.11 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17,019 | 9.17 | 1,349 | 24.10 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 24,420 | 1,936 | ||||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 15,688 | -6.49 | 1,244 | 6.24 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 89 | 7 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 4,219 | -14.16 | 334 | -2.34 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,906 | 389 | ||||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 19,671 | -12.16 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 175,860 | 0.00 | 13,942 | 13.68 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1,661,796 | 1.45 | 131,747 | 15.33 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 25,375 | 4.75 | 2,012 | 19.06 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 856 | 60 | ||||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 6,432 | 2.98 | 520 | 22.99 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4,425 | 5.16 | 351 | 19.45 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2,692 | 213 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 128,926 | -19.16 | 10,221 | -8.10 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 40 | 2.56 | 3 | 50.00 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 158,410 | 10.49 | 12,559 | 25.61 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 138,917 | 3.98 | 11,013 | 18.20 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 11,625 | 54.71 | 811 | 65.64 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 13,191 | 0.00 | 1,046 | 13.71 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 19,368 | 2 | ||||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 103,323 | 12.50 | 8,191 | 27.27 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 108,154 | 42.35 | 8,574 | 61.83 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 15,492 | -0.48 | 1,228 | 13.18 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 144,159 | -0.94 | 11,429 | 12.61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 302 | 24 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9,340 | 1.28 | 740 | 15.09 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 22,584 | -12.62 | 1,790 | -0.67 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 10,811 | 15.44 | 857 | 31.24 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 330,653 | 8.23 | 26,214 | 23.04 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 12,260 | 19.32 | 972 | 35.61 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 5,755 | 17.02 | 456 | 33.33 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3,829 | 304 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,964 | 0.61 | 156 | 29.17 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 19,024 | 29.10 | 1,522 | 44.40 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3,909 | 3.47 | 310 | 17.49 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 3,551 | 1.72 | 282 | 15.64 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114,600 | 0.00 | 8,311 | 8.91 | ||||
| 2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 15,106 | 1.11 | 1,198 | 14.99 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 128,100 | 10,156 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 380 | 117.14 | 30 | 150.00 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6,421 | 0.00 | 509 | 13.87 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 8,000 | 0.00 | 634 | 13.82 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 127,218 | 1.78 | 10,086 | 15.69 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 520 | 0.00 | 41 | 10.81 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 95,629 | 19.01 | 7,581 | 35.30 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 5,463 | 26.46 | 433 | 43.85 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 601 | 48 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 237,808 | 9.97 | 18,853 | 25.02 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 21,441 | -2.51 | 1,700 | 10.83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,424 | 444.79 | 1,619 | 520.31 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 21,455 | -9.86 | 1,719 | 3.56 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 111 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 58,966 | 13.67 | 4,675 | 29.22 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 64,808 | -6.94 | 5,138 | 5.79 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 163,195 | -2.15 | 12,938 | 11.25 | ||||
| 2025-05-14 | 13F | Studio Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 332,878 | 170.60 | 25,758 | 210.30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 108,321 | 41.42 | 8,588 | 60.78 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 521 | 0.00 | 41 | 13.89 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 71,735 | -14.39 | 5,687 | -2.67 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10,451 | 829 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 15,144 | 149.28 | 1,201 | 183.69 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 15,375 | -5.13 | 1,220 | 7.88 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 51,523 | -2.45 | 4,085 | 10.89 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 | 0 | ||||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 2,899 | 0.10 | 230 | 13.93 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 113,379 | 40.47 | 8,989 | 59.70 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 7,690 | 0.00 | 610 | 9.34 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 30,285 | 8.07 | 2,401 | 22.82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,173,301 | 0.50 | 172,299 | 14.25 | ||||
| 2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 244,530 | 7.86 | 17,733 | 17.48 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 252,608 | 3.51 | 20,027 | 17.66 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 16,780 | 0.00 | 1,298 | 14.66 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 10,018 | -5.02 | 794 | 8.03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 585,106 | -3.66 | 46,387 | 9.52 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 90,044 | 0.68 | 7,139 | 14.45 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 107,809 | 0.97 | 8,715 | 20.72 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 3,388 | -6.38 | 246 | 2.08 | ||||
| 2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 7,022 | 15.06 | 557 | 30.82 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 518,512 | -9.43 | 41,108 | 2.96 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9,123 | 636 | ||||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 23,080 | -3.96 | 1,830 | 9.19 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 52,193 | -5.78 | 4,138 | 7.09 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 19,930 | 35.49 | 1,580 | 54.15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 657,106 | 46.51 | 52,095 | 66.55 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 213,170 | 2.07 | 17,094 | 32.53 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 60,623 | -8.87 | 4,806 | 3.60 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 131,449 | -14.78 | 10,421 | -3.12 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 451,681 | -0.28 | 35,809 | 13.36 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 82,279 | 6,523 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 120,620 | 10.39 | 9,563 | 25.49 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 261,061 | 1.50 | 20,697 | 15.38 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 138,948 | 112.46 | 11,016 | 141.56 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 158 | 13 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 7,776,974 | 25.65 | 613,293 | 40.51 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 209,508 | -1.31 | 14,611 | 5.76 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 151,152 | -1.06 | 11,983 | 19.65 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34,483 | 14.86 | 2,734 | 30.58 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 29,500 | 2,339 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,264,280 | 5,474.92 | 100,232 | 6,239.78 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 86,252 | 7.95 | 6,674 | 23.80 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,213 | 168.15 | 493 | 205.59 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 65,392 | 8.96 | 5,187 | 23.94 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21,205 | -0.87 | 1,681 | 12.74 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 20,832 | 140.72 | 1,652 | 173.80 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 448,149 | 1.05 | 31,254 | 8.29 | ||||
| 2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 4,463 | -23.93 | 354 | -13.69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 6 | 0 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 152 | -41.98 | 12 | -33.33 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2,455,994 | 0.98 | 194,711 | 14.80 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2,743 | -10.36 | 217 | 1.88 | ||||
| 2025-07-28 | NP | AVNV - Avantis All International Markets Value ETF | 111,837 | 661.57 | 8,654 | 774.04 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 30,077 | 32.74 | 2,385 | 50.89 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 18,893 | 24.49 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 3,619 | -3.34 | 287 | 9.58 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,967 | 156 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,880 | 9.03 | 1,180 | 23.97 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 79,410 | -2.37 | 6,296 | 10.98 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 410,202 | 32,521 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,317,162 | 0.57 | 104,425 | 14.33 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 69,302 | 4.54 | 5,494 | 18.84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,670 | -9.83 | 291 | 2.47 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,363 | 0.00 | 425 | 13.64 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 228 | 18 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 17 | 1 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 87,970 | -1.61 | 6,974 | 25.95 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 12,122 | 3.06 | 961 | 17.20 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3,807,743 | 5.73 | 301,871 | 20.19 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 674,075 | 1.65 | 53,441 | 15.56 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 4,000 | 0.00 | 317 | 14.03 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 15,120 | 112.27 | 1 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 31,649 | -8.34 | 2,509 | 4.19 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 78,836 | 0.76 | 6,243 | 14.91 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 27,898 | -0.54 | 1,946 | -0.56 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 86,493 | 3.67 | 6,857 | 17.86 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 27,438 | 97.17 | 2,175 | 124.23 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 159 | 0.00 | 13 | 9.09 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 170,192 | 10.30 | 13,493 | 25.39 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 70,472 | 1,354.83 | 5,587 | 1,557.86 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2,776 | 225 | ||||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 49,135 | 6.28 | 3,895 | 20.81 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 482,251 | -3.74 | 38 | 11.76 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 8,016 | 636 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 6,948 | -79.57 | 551 | -76.80 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 601 | 48 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 388,265 | 46.38 | 30,782 | 66.41 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 292,219 | -4.43 | 23,167 | 8.65 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 5,002 | 397 | ||||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 3,720 | -12.33 | 295 | -0.34 | ||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 39,026 | 15.63 | 3,094 | 31.45 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,049 | 1.40 | 321 | 15.47 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4,478 | 3.44 | 355 | 17.94 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 111,403 | 6.94 | 8,832 | 21.59 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2,779 | 225 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 78,420 | 1.22 | 6,217 | 15.09 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 76,817 | -18.61 | 6,090 | -7.47 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 2,596 | 206 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 103,662 | 103.39 | 8,218 | 131.23 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 12,057 | -7.79 | 956 | 4.83 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 50,641 | -1.34 | 4,015 | 12.15 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17,302 | 52.80 | 1,372 | 73.76 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2,260 | 0.00 | 179 | 14.01 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 31,207 | 7.24 | 2,474 | 21.93 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,242 | -95.27 | 98 | -94.65 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 858,900 | 4.30 | 68,094 | 18.56 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 29,179 | 36.05 | 2,313 | 54.72 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 389,418 | 0.08 | 30,873 | 13.77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 37,355 | -1.35 | 2,962 | 12.16 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 587,363 | -4.86 | 46,566 | 8.15 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 53,355 | 3.05 | 4,230 | 17.15 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 13,059 | -1.51 | 1,035 | 12.01 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,249 | 141.31 | 178 | 178.13 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 10,407 | 250.52 | 825 | 298.55 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 16,414 | -5.66 | 1,301 | 7.25 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 3,486 | 0.00 | 277 | 13.58 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 182,237 | 2.63 | 14,448 | 16.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81,529 | 5.00 | 6 | 20.00 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 21,828 | 0.04 | 1,731 | 13.74 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 33,155 | 7.86 | 2,644 | 38.89 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 82,490 | -1.41 | 6,540 | 12.08 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3,803 | 302 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 5,773 | 10.64 | 458 | 25.90 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 410 | 0.00 | 34 | 21.43 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 42,900 | 2,825 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,974 | 112.06 | 315 | 142.31 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 919 | 3,576.00 | 73 | 7,100.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 147,044 | -9.35 | 11,658 | 3.05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8,299 | 1.85 | 1 | |||||
| 2025-08-11 | 13F | Empirical Finance, LLC | 4,651 | -6.81 | 369 | 5.75 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 23,628 | 42.04 | 1,873 | 61.47 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 22,216 | 0.12 | 1,761 | 13.83 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 136,407 | 4.68 | 10,814 | 19.01 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 30,433 | 10.28 | 2,413 | 25.36 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 68,897 | -16.95 | 5,462 | -5.58 | ||||
| 2025-07-14 | 13F | Friday Financial | 86,406 | -1.73 | 6,850 | 11.62 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 86,402 | 17.96 | 6,850 | 34.08 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 80 | -25.23 | 6 | -14.29 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3,123 | 0.00 | 248 | 13.82 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 272,692 | -9.88 | 21,619 | 2.45 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 94,836 | 3.58 | 7,519 | 17.74 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 101,528 | 2.29 | 8,049 | 16.30 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 52,542 | 20.76 | 4,166 | 37.28 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 40,219 | 27.49 | 3 | 50.00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 53,133 | -3.32 | 4,212 | 9.92 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 28,371 | -0.81 | 2,249 | 12.79 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 36,767 | -1.35 | 2,915 | 12.12 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 940,441 | 36.53 | 74,558 | 55.21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 163,889 | -0.55 | 12,993 | 13.05 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 64,568 | -3.40 | 5,119 | 9.80 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 17,438 | 0.57 | 1,382 | 14.31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 38,629 | -0.56 | 3,063 | 13.03 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 68,307 | -5.45 | 5,415 | 7.48 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 51,458 | 12.34 | 4,080 | 27.71 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 13,866 | 1.22 | 1,099 | 15.08 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 196,628 | -1.70 | 15,589 | 11.75 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 89 | 0.00 | 7 | 16.67 | ||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 13,163 | 0.00 | 1,044 | 13.74 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 155,023 | -1.15 | 12,290 | 12.38 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 9,417 | -4.21 | 747 | 8.91 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 104,248 | 0.51 | 8,351 | 15.03 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 9,762 | -38.64 | 774 | -30.30 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 57,972 | 4.72 | 4,596 | 19.07 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 5,226 | 414 | ||||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 531,625 | 1.56 | 42,179 | 18.33 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 231,518 | 36.39 | 18,355 | 55.04 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,579 | 171.19 | 204 | 209.09 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 6,914 | 548 | ||||||
| 2025-08-06 | 13F | S&t Bank/pa | 42 | 3 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 5,474 | 434 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1,810 | 0.00 | 143 | 13.49 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 40,579 | 1.84 | 3,217 | 15.80 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 123,431 | 3.49 | 9,786 | 16.35 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 622 | 35.22 | 49 | 53.13 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 50,298 | 9.34 | 3,988 | 24.28 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 340,110 | -1.85 | 27 | 8.33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8,079 | 217.07 | 641 | 261.58 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 712 | 8.37 | 56 | 24.44 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 113,381 | 21.04 | 8,989 | 37.58 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 263,827 | -1.35 | 20,916 | 15.67 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 8,393 | 665 | ||||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 39,904 | -0.81 | 3,164 | 12.76 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 113,805 | 0.34 | 9,022 | 14.07 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 3,464 | 0.00 | 241 | 0.00 | ||||
| 2025-04-28 | 13F | Able Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 11,096 | -23.66 | 880 | -13.23 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2,492,034 | 0.34 | 197,568 | 14.07 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 623 | 0.00 | 49 | 13.95 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 117,624 | 7.93 | 9,325 | 22.70 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 40,796 | -3.07 | 3,234 | 10.19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 3,270 | 228 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 5,486 | 0.00 | 435 | 13.61 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 33,985 | 15.88 | 2,694 | 31.74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 31,338 | -12.07 | 2,484 | -0.04 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 38,164 | 2.87 | 3,026 | 16.93 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,429 | 0.70 | 113 | 15.31 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 20,320 | 1.52 | 1,611 | 15.41 | ||||
| 2025-05-15 | 13F | Shakespeare Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 37,377 | 0.23 | 2,963 | 13.96 | ||||
| 2025-05-05 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | XNAV - FundX Aggressive ETF | 16,024 | 1,270 | ||||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 715,192 | 1.39 | 50,435 | 10.36 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 51,647 | 19,918.22 | 4,095 | 57.95 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40,579 | 7.35 | 3,220 | 22.06 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 599,107 | 3.19 | 47,497 | 17.30 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 578,543 | 3.54 | 45,867 | 17.71 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 4,271 | 0.00 | 339 | 13.80 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 78 | 6 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 295,235 | 4.93 | 23,406 | 19.28 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 64,126 | 1.35 | 5,084 | 15.21 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3,118 | 0.06 | 247 | 13.82 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8,526 | 676 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 2,670 | 212 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 46,555 | -9.65 | 3,691 | 2.70 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,937 | 391 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 12,392 | 3.81 | 982 | 18.03 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 63,295 | -1.47 | 5,267 | 11.78 | ||||
| 2025-07-09 | 13F | Leibman Financial Services, Inc. | 50,115 | 3,973 | ||||||
| 2025-07-11 | 13F | LongView Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 39,613 | 116.82 | 3,140 | 146.47 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12,756 | 21.40 | 1,011 | 38.11 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 136,023 | -0.57 | 10,908 | 14.33 | ||||
| 2025-08-07 | 13F | Nwam Llc | 8,286 | 0.00 | 657 | 13.69 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35,932 | 36.80 | 3 | 100.00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 10,196 | 2.64 | 825 | 22.95 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 6,758 | -30.22 | 536 | -20.74 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 410,296 | -3.97 | 32,528 | 9.17 | ||||
| 2025-07-09 | 13F | Emprise Bank | 245,701 | 9.49 | 19,479 | 24.47 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 4 | 0 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3,093 | 0.00 | 255 | 14.86 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 83,363 | 0.20 | 6,609 | 13.91 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 75,701 | 6,002 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,552,546 | -0.73 | 281,646 | 12.85 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 204,299 | 0.26 | 16,197 | 13.97 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,566 | 283 | ||||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 89,442 | 7.13 | 7,091 | 21.78 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 41,352 | 210.50 | 3,278 | 253.23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 182,152 | 22.45 | 14,441 | 39.21 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6,233 | -0.08 | 494 | 13.56 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 5,221 | -0.13 | 414 | 13.46 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 27 | 3.85 | 2 | 100.00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 2,692 | 213 | ||||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 60,887 | 4,827 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37,969 | 2.10 | 3,010 | 16.08 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 598,287 | 0.37 | 47,432 | 14.10 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 338 | -65.19 | 27 | -61.19 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 68,377 | -2.65 | 5,421 | 10.66 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 24,695 | 6.09 | 1,958 | 20.58 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 19,654 | 7.52 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 150 | 0.00 | 12 | 10.00 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 54,971 | -4.02 | 4,358 | 9.11 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 22,341 | 8.66 | 1,771 | 23.59 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 10,533 | 35.14 | 835 | 53.78 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 8,836 | 2.95 | 701 | 17.06 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 83,405 | 1.88 | 6,612 | 15.82 | ||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 128,889 | 0.00 | 9,347 | 8.93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,964 | 3,168 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 186,803 | 65.52 | 15 | 100.00 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 6,517 | 2.55 | 517 | 16.48 | ||||
| 2025-07-30 | NP | CCMG - CCM Global Equity ETF | 657,690 | -7.69 | 50,892 | 5.86 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 826 | 6.31 | 66 | 20.37 | ||||
| 2025-08-08 | 13F | Creative Planning | 18,388,604 | 27.31 | 1,457,848 | 44.73 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Fundamentun, Llc | 270,620 | 4.66 | 21,455 | 18.97 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 75,627 | 36.68 | 5,996 | 55.42 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 14,671 | -25.13 | 1,235 | -14.84 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3,055 | -2.68 | 242 | 11.01 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 19,331 | 0.00 | 1,533 | 13.65 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2,662 | 211 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3,784 | 1.86 | 300 | 15.83 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 69,973 | 5,547 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 85 | 1.19 | 7 | 20.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 9 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 781 | -51.52 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 281 | 1.81 | 22 | 15.79 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 103,791 | 16.40 | 8,229 | 32.33 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,267 | -31.73 | 100 | -22.48 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 55,362 | -34.46 | 4,389 | -25.48 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 36 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 920 | 305.29 | 73 | 380.00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 86,154 | -3.36 | 6,830 | 9.86 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,075 | 244 |
