Mga Batayang Estadistika
| Pemilik Institusional | 399 total, 399 long only, 0 short only, 0 long/short - change of -1.48% MRQ |
| Alokasi Portofolio Rata-rata | 2.0325 % - change of -1.04% MRQ |
| Saham Institusional (Jangka Panjang) | 115,434,457 (ex 13D/G) - change of 5.48MM shares 4.99% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 4,516,609 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Core Fixed Income ETF (US:DFCF) memiliki 399 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 115,434,457 saham. Pemegang saham terbesar meliputi Truepoint, Inc., Beaird Harris Wealth Management, LLC, Sequoia Financial Advisors, LLC, True Link Financial Advisors, LLC, Factory Mutual Insurance Co, Resources Investment Advisors, LLC., Great Waters Wealth Management, Hemington Wealth Management, Savant Capital, LLC, and DiNuzzo Private Wealth, Inc. .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Core Fixed Income ETF (ARCA:DFCF) 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 4, 2025 is 42.64 / share. Previously, on September 5, 2024, the share price was 43.17 / share. This represents a decline of 1.23% 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 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
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Shearwater Capital LLC | 34,402 | 0.05 | 1,454 | 0.48 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 6,793 | 1.25 | 287 | 1.77 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 399,256 | -4.31 | 16,873 | -3.86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 405,103 | 5.16 | 17,120 | 5.66 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 113,392 | 1.89 | 4,769 | 3.85 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 227,808 | 4.43 | 9,627 | 4.93 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1,474,842 | 9.56 | 62,327 | 10.09 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 198,224 | 1.50 | 8,377 | 1.97 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 22,303 | 0.85 | 943 | 1.29 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 60,561 | -8.59 | 2,559 | -8.15 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,070 | 59.70 | 45 | 60.71 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 151,753 | 0.89 | 6,413 | 1.38 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 76,809 | -21.80 | 3,246 | -21.42 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1,068,573 | -3.49 | 45,158 | -3.03 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 36,178 | -8.36 | 1,529 | -7.95 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 20,080 | 269.59 | 849 | 271.93 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 349,925 | -14.37 | 14,788 | -13.96 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 17,019 | 4.03 | 719 | 4.51 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Awm Capital, Llc | 19,927 | 0.54 | 842 | 1.08 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 178,694 | 683.23 | 7,552 | 687.38 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,064,837 | -12.38 | 45,000 | -11.96 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 266,366 | -1.83 | 11,273 | -1.21 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1,361,482 | 2.11 | 57,536 | 2.60 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 236,694 | -0.21 | 10,003 | 0.26 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 107,088 | 7.95 | 4,526 | 8.46 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,878,822 | 36.20 | 121,659 | 36.85 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 640,180 | 3.40 | 27,054 | 3.89 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 671,886 | 8.53 | 28,192 | 11.64 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 67,800 | 6.85 | 2,865 | 7.38 | ||||
| 2025-04-23 | 13F | Foundation Wealth Management, LLC\PA | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 31,175 | 271.97 | 1,317 | 274.15 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 93,842 | -2.23 | 4 | -25.00 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 580,061 | 0.70 | 24,368 | 0.32 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 377,883 | 5.31 | 15,848 | 5.63 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 67,986 | -10.28 | 2,873 | -9.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 218,655 | -60.07 | 9,240 | -59.88 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 34,041 | -10.91 | 1,439 | -10.52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,440,685 | -3.33 | 60,883 | -2.87 | ||||
| 2025-08-14 | 13F | Clg Llc | 107,818 | 4.89 | 4,556 | 5.39 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 21,837 | 0.63 | 923 | 1.10 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 107,930 | 8.13 | 4,561 | 8.65 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 359,403 | 4.41 | 15,188 | 4.90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74,184 | 11.44 | 3,135 | 12.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 100 | 0.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1,162,317 | 7.99 | 49,120 | 8.50 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 647,115 | 14.89 | 27,347 | 15.44 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 171,775 | 7,259 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 7,485 | -10.89 | 316 | -10.48 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 6,387 | -24.70 | 270 | -24.44 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 1,516,839 | 6.70 | 64,102 | 7.21 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 474 | -17.57 | 20 | -16.67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 183,002 | -2.56 | 7,734 | -2.10 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 55,000 | 96.43 | 2,324 | 97.96 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 916,731 | 0.38 | 38,741 | 0.86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21,790 | 19.93 | 921 | 20.42 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 33,799 | -6.13 | 1,428 | -5.68 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2,148,340 | 5.28 | 90,252 | 6.22 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 785 | -13.26 | 33 | -13.16 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 2,451,980 | 3.35 | 104 | 4.04 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 99,549 | 4,207 | ||||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 203,973 | 3.00 | 8,620 | 3.48 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 142,056 | -31.67 | 6,002 | -31.36 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 286,228 | 5.22 | 12,096 | 5.72 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 22,676 | 1.44 | 958 | 1.91 | ||||
| 2025-04-23 | 13F | Keystone Financial Services | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,006,961 | 2.91 | 42,554 | 3.40 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3,608 | 0.00 | 152 | 0.66 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 226,502 | -7.31 | 9,572 | -6.88 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 18,442 | -4.76 | 779 | -4.30 | ||||
| 2025-07-23 | 13F | Matisse Capital | 7,200 | 0.00 | 304 | 0.66 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9,248 | 13.85 | 391 | 14.37 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 209,884 | -1.81 | 8,870 | -1.35 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 5,962 | 0.00 | 252 | 0.40 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4,713 | 17.82 | 199 | 18.45 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 20,573 | 0.09 | 869 | 0.58 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dravo Bay Llc | 255,982 | 0.84 | 11,001 | 3.03 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14,890 | 0.47 | 629 | 0.96 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 22,782 | 3.72 | 950 | 3.94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 418,364 | -3.76 | 17,680 | -3.30 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5,022 | -77.51 | 212 | -77.42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 127,848 | 56.25 | 5,403 | 56.99 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 92,253 | 5.45 | 3,899 | 5.95 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 14,884 | 100.51 | 629 | 101.28 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 348,620 | 11.39 | 14,775 | 12.39 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 2,338 | 32.77 | 99 | 32.43 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 138,221 | 35.45 | 5,841 | 36.09 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 56 | 0 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 11,272 | 15.92 | 476 | 16.38 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 345,571 | -16.11 | 14,604 | -15.71 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1,380,163 | -6.82 | 58,326 | -6.38 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Journey Strategic Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 6,717 | -22.08 | 284 | -21.82 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,373 | -6.20 | 143 | -5.96 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 212,063 | 1.08 | 9 | 0.00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 66,625 | 23.22 | 2,816 | 23.79 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 64,124 | 2,710 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 24,706 | 0.00 | 1,044 | 0.48 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 75,880 | 59.28 | 3,207 | 60.06 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 146,816 | 68.87 | 6,204 | 69.69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,280 | 119.18 | 54 | 125.00 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 38,519 | 131.40 | 1,628 | 132.43 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 39,870 | 3.90 | 1,685 | 4.40 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 21,411 | 4.70 | 905 | 5.12 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 79,392 | 5.94 | 3,355 | 6.47 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 339,422 | -0.65 | 14,344 | -0.17 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,794 | 118 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 127,971 | 0.69 | 5,370 | 0.45 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 912,879 | 5.10 | 38,578 | 5.60 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 66,149 | 10.33 | 2,795 | 10.87 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 161,396 | 0.07 | 6,821 | 0.55 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 477,748 | 106.72 | 20,190 | 107.71 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 93,363 | 24.90 | 3,946 | 25.92 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 329,237 | 6.44 | 13,914 | 6.94 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 26,872 | 3.52 | 1,136 | 4.03 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 72 | 3 | ||||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 455,667 | 5.63 | 19,256 | 6.13 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 1,887,341 | -33.11 | 79,759 | -32.79 | ||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 30,469 | 0.00 | 1,288 | 0.47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,559 | 235 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 406,889 | 61.37 | 17,195 | 62.14 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 117,765 | -0.16 | 4,977 | 0.30 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 282,024 | 5.63 | 11,887 | 5.86 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 153,881 | -1.86 | 6,503 | -1.40 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 13,897 | 1.12 | 584 | 0.69 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 29,015 | -0.63 | 1,226 | -0.16 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,374,378 | 23.72 | 100,341 | 24.31 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 199,292 | -15.46 | 8,422 | -15.05 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17,859 | 755 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3,037,152 | 1.24 | 128,350 | 1.72 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 13,554 | 6.35 | 573 | 6.72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 731,207 | 1.39 | 30,901 | 1.87 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 33,395 | -4.30 | 1,411 | -3.82 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 682,530 | 4.71 | 28,844 | 5.21 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 53,493 | 1.68 | 2,260 | 2.12 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 193,322 | -1.84 | 8,170 | -1.38 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 6,060 | 0.00 | 256 | 0.79 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7,250 | 10.69 | 306 | 11.27 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 786,000 | 0.70 | 33,216 | 1.18 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 5,347 | -15.64 | 226 | -15.41 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 171,578 | 2.52 | 7,251 | 3.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,054 | -7.27 | 87 | -5.49 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 434 | 18 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11,865 | -57.76 | 501 | -57.58 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 108,604 | -0.67 | 4,590 | -0.20 | ||||
| 2025-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2,037,414 | 6.48 | 86,101 | 6.99 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 138,994 | 4.53 | 5,874 | 5.03 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 619,646 | -11.46 | 26,186 | -11.03 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52,625 | 16.46 | 2,224 | 17.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8,035 | 0.11 | 340 | 0.59 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 506,461 | 7.47 | 21,403 | 7.99 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5,336 | 1.85 | 225 | 2.27 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 7,189 | 304 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 97,357 | -28.14 | 4,114 | -27.80 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 33,562 | 8.44 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,031,555 | 12.28 | 44 | 13.16 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 273,132 | 0.61 | 11,491 | 1.67 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2,027 | 0.00 | 86 | 0.00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 88 | 4 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 216,509 | 1.91 | 9,150 | 2.40 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 356,717 | 18.12 | 15,075 | 18.68 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 81,408 | 19.27 | 3 | 50.00 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 266,053 | 10.70 | 11,243 | 11.23 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 119,413 | 6.83 | 5,046 | 7.34 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,878 | 0.00 | 79 | 1.28 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 18,302 | 0.82 | 775 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 2,163,709 | -1.46 | 91,438 | -0.99 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 413,606 | 9.97 | 17,479 | 10.49 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 7,983 | 26.84 | 337 | 27.65 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 45,187 | 13.77 | 1,910 | 16.47 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 11,932 | 1.20 | 504 | 1.82 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 10,764 | 455 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 105,686 | 2.41 | 4,466 | 2.90 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 10,480 | 443 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 36,997 | 1.72 | 1,563 | 2.22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35,726 | 50.62 | 1,510 | 51.35 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 274,299 | 44.43 | 11,592 | 45.12 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 19,466 | 10.41 | 1 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 43,109 | 0.56 | 1,816 | 2.02 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5,899 | 0.87 | 249 | 1.63 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 6,544 | 1.19 | 277 | 1.85 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 8,825 | -5.81 | 373 | -5.58 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 60,222 | 2,545 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 25,763 | 3.06 | 1,089 | 3.52 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 362,468 | -12.37 | 15,318 | -11.95 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 38,559 | 8.28 | 1,630 | 8.82 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 671 | -6.93 | 28 | -6.67 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 188,921 | 0.82 | 7,984 | 1.29 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 93,951 | -3.05 | 3,970 | -2.58 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 99,795 | -22.11 | 4,217 | -21.75 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 52,547 | 0.67 | 2,221 | 1.14 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 6,414 | -5.69 | 271 | -5.24 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 178,256 | -9.37 | 7,533 | -8.93 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 6,490 | 2.20 | 270 | 3.05 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 14,108 | 7.51 | 596 | 8.17 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1,075,353 | -0.38 | 45,444 | 0.10 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 5,854 | 0.00 | 247 | 0.41 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194,590 | -0.27 | 8 | 0.00 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 262,633 | -5.27 | 11,099 | -4.82 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 64,938 | 80.28 | 2,744 | 81.12 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 608,210 | 5.39 | 26 | 4.17 | ||||
| 2025-07-29 | 13F | Schubert & Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 56,217 | -13.43 | 2,376 | -13.04 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 13,222 | 0.46 | 559 | 0.90 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 124,869 | 1.85 | 5,277 | 2.33 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 2,823,753 | 119,332 | ||||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 217,370 | 4.02 | 9,186 | 4.52 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 176,554 | -0.12 | 7,405 | -0.40 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11,265 | -19.61 | 476 | -19.19 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14,430 | 41.87 | 610 | 42.62 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 229,732 | -21.30 | 9,708 | -21.13 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 218,813 | 14.14 | 9,247 | 14.68 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 96,458 | -0.63 | 4,076 | -0.15 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28,131 | 1.16 | 1,189 | 1.63 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 27,343 | 2.10 | 1,156 | 2.58 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 638,947 | 26.38 | 26,919 | 29.01 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5,758 | 243 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 14,512 | -10.86 | 609 | -8.97 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 559,361 | -2.42 | 23,639 | -1.96 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 18,428 | 18.55 | 779 | 21.37 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 100,717 | -7.25 | 4,256 | -6.81 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 11,512,852 | 1.85 | 486,533 | 2.34 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 7,968 | 60.35 | 337 | 61.54 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 103,517 | -4.99 | 4,375 | -4.54 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 106,571 | 8.39 | 4,504 | 8.90 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7,563 | 17.64 | 320 | 18.15 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12,224 | -24.49 | 517 | -24.12 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,889 | 0.00 | 122 | 0.83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 591,072 | -7.70 | 24,979 | -7.27 | ||||
| 2025-06-03 | 13F | Invst, LLC | 24,584 | 47.59 | 1,034 | 50.51 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 211,616 | 3.78 | 8,943 | 4.27 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 6,654 | 2.83 | 281 | 3.31 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 129,089 | -14.35 | 5,455 | -13.95 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 54,984 | 6.08 | 2,324 | 6.56 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 227,250 | 7.84 | 9,604 | 8.35 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 106,481 | 2.23 | 4,500 | 2.72 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 17,220 | -2.24 | 728 | -1.76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,094,129 | 0.34 | 46,238 | 0.81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 219 | 0.00 | 9 | 0.00 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 253 | -24.48 | 11 | -28.57 | ||||
| 2025-07-31 | 13F | City State Bank | 276,525 | 2.99 | 11,686 | 3.48 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 15,109 | 2.16 | 639 | 2.57 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 250,840 | 0.58 | 10,600 | 1.06 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 150 | 0.00 | 6 | 0.00 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 29,055 | -16.99 | 1,228 | -16.64 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 395,903 | -3.69 | 16,731 | -3.23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 146,019 | -5.94 | 6,171 | -5.50 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 14,417 | -31.31 | 609 | -30.95 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 13,964 | 45.93 | 590 | 46.77 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 10,401 | -3.47 | 440 | -3.09 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 265,175 | -1.38 | 11,206 | -0.91 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 60,498 | 0.00 | 2,545 | 0.00 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 139,767 | 4.16 | 5,907 | 4.64 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 23,034 | 232.24 | 973 | 234.36 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16,968 | -15.22 | 717 | -14.74 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 28,546 | -1.75 | 1,202 | -1.48 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1,047 | 0.00 | 44 | 2.33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,568 | 213.25 | 320 | 215.84 | ||||
| 2025-07-21 | 13F | 25 Llc | 12,820 | 3.80 | 542 | 4.24 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 28 | 0.00 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 237,617 | 9.96 | 10,042 | 10.47 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1,352,097 | 9.64 | 57,140 | 10.17 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 246,761 | -0.96 | 10,428 | -0.49 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 13,445 | 68.38 | 568 | 69.55 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 609,627 | 0.14 | 25,763 | 0.61 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 429,738 | -0.81 | 18,161 | -0.34 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 127,857 | 5,403 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,155 | 4.65 | 218 | 4.83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2,712,518 | 0.96 | 114,631 | 1.44 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 118,775 | 179.00 | 5,019 | 180.39 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 145,022 | 2.60 | 6,129 | 3.08 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,312,044 | -9.78 | 55 | -9.84 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 182,459 | 4.33 | 7,711 | 4.83 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 70,148 | 89.53 | 2,964 | 90.49 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 160,995 | 9.23 | 6,804 | 9.74 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 315 | -29.69 | 13 | -27.78 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 12,896 | -64.74 | 545 | -64.56 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 408,746 | 2.32 | 17,274 | 2.81 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 75,582 | 163.66 | 3,194 | 165.06 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 367,532 | -47.13 | 15,532 | -46.88 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 1,483 | 0.00 | 63 | 0.00 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 34,945 | 0.75 | 1,477 | 1.23 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 30,929 | 1.28 | 1,307 | 1.79 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 615,415 | -7.45 | 26,007 | -7.00 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 38,334 | 156.98 | 1,620 | 158.21 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 60,705 | 101.05 | 2,565 | 102.13 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 51,122 | 2 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 36,536 | 1,544 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 620,998 | 22.25 | 26,243 | 22.83 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 15,516 | -17.49 | 656 | -17.09 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 239,717 | -47.99 | 10,130 | -47.74 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 52,690 | -2.81 | 2,227 | -2.37 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 153,815 | -0.53 | 6,500 | -0.06 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,759 | 83.79 | 413 | 84.75 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 81,821 | 10.57 | 3,441 | 12.71 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 27,456 | -2.29 | 1,160 | -1.78 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 30,286 | -17.82 | 1,280 | -17.48 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,766 | 0.00 | 75 | 0.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,700 | 0.00 | 72 | 0.00 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 589,893 | 1.26 | 24,929 | 1.74 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 180,979 | -4.64 | 7,648 | -4.18 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 10,559 | 1.55 | 446 | 2.06 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 108,651 | 5.35 | 4,592 | 5.86 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 365,203 | 16.72 | 15,433 | 17.27 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 379,727 | 13.74 | 16,047 | 14.28 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 475,528 | 0.79 | 20,096 | 1.28 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 17,345 | -81.70 | 733 | -81.61 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 440,157 | 25.32 | 18,601 | 25.92 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 13,199 | 0.00 | 558 | 0.36 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 69,732 | 0.28 | 2,947 | 0.75 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 129,343 | -17.77 | 5,466 | -17.37 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 136,570 | 24.19 | 5,771 | 24.78 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 286,492 | 5.73 | 12,107 | 6.24 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 79,391 | 6.67 | 3,355 | 7.19 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 149,831 | -7.33 | 6,332 | -6.90 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 110 | 5 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 406,639 | 1,141.84 | 17,185 | 1,147.93 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 683,067 | 10.57 | 28,866 | 11.10 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 460,494 | -4.09 | 19,460 | -3.63 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 415 | -70.46 | 18 | -71.19 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 680,036 | -0.74 | 29 | 0.00 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 485,361 | -11.13 | 20,511 | -10.71 | ||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 394,009 | -9.54 | 16,529 | -8.62 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 468,741 | 0.77 | 19,809 | 1.25 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 50,653 | 24.99 | 2,141 | 25.29 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 153,954 | 0.92 | 6,506 | 1.40 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 288,803 | 1.74 | 12,205 | 2.22 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5,310 | 224 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,324,041 | -0.89 | 55,954 | 0.61 | ||||
| 2025-04-28 | 13F | Able Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,447 | 1.70 | 357 | 4.09 | ||||
| 2025-08-14 | 13F | UBS Group AG | 16,252 | 406,200.00 | 687 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 93,172 | 19.48 | 3,937 | 20.07 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 5,446 | -6.31 | 230 | -5.74 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 143,506 | 6.28 | 6,065 | 6.80 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 22,650 | 13.39 | 1 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8,895 | 0.00 | 376 | 0.27 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1,607 | 0.00 | 68 | 0.00 | ||||
| 2025-08-04 | 13F | Elite Life Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 9,022 | 0.00 | 381 | 0.53 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 11,794 | 81.39 | 496 | 85.07 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 490,378 | -1.84 | 20,723 | -1.37 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 337,777 | -3.58 | 14,274 | -3.12 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 44,000 | 525.80 | 1,859 | 530.17 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 241,427 | 4.38 | 10 | 11.11 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 49,703 | 0.00 | 2,100 | 0.48 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 69,216 | 28.24 | 2,925 | 28.85 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 8,067 | 0.14 | 341 | 0.59 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 294,699 | 7.00 | 12,454 | 7.51 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 451,495 | 4.30 | 19,080 | 4.80 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 458,811 | 1.95 | 19 | 5.56 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6,323 | -75.97 | 267 | -75.86 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 37,167 | 0.42 | 1,571 | 0.90 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 498,018 | 5.48 | 21,046 | 5.98 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 280,674 | -2.83 | 11,895 | -0.89 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 161,032 | 3.88 | 6,805 | 4.37 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 343,110 | 7.18 | 14,500 | 7.38 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 121,613 | -14.04 | 5,139 | -13.63 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 10,905 | 0.04 | 461 | 0.44 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 59,521 | -12.04 | 2,515 | -11.63 | ||||
| 2025-05-02 | 13F | KM Capital Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 38,699 | -2.41 | 1,635 | -1.92 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 14,079 | -88.59 | 595 | -88.55 | ||||
| 2025-08-14 | 13F | Potentia Wealth | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 112,349 | 4.83 | 4,748 | 5.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 51,382 | -21.79 | 2,171 | -21.43 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,491,156 | 1.45 | 63,016 | 1.93 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 856,406 | -3.46 | 36,192 | -3.00 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 87,301 | -4.31 | 3,689 | -3.86 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,730 | 1.17 | 73 | 2.82 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,527 | 0.30 | 445 | 0.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 134,328 | 113.92 | 5,677 | 114.92 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13,796 | 0.69 | 583 | 1.39 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 97,740 | 17.65 | 4,131 | 18.20 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 152,668 | 9.44 | 6,451 | 9.95 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 72,854 | -5.18 | 3,079 | -4.74 | ||||
| 2025-08-07 | 13F | PFG Advisors | 148,369 | 0.72 | 6,270 | 1.21 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 785,618 | -3.89 | 33 | -2.94 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 2,502,325 | 3.02 | 105,748 | 3.51 | ||||
| 2025-07-07 | 13F | New Capital Management LP | 31,872 | -77.84 | 1,347 | -77.74 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 11 | 0.00 | 0 | |||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 105,236 | 0.38 | 4,447 | 0.86 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 26,202 | -86.48 | 1,107 | -86.42 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 325,910 | 5.53 | 13,773 | 6.03 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 84,813 | 47,018.33 | 3,584 | -25.69 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 41,938 | -1.13 | 1,772 | -0.67 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 59,269 | 0.99 | 2,505 | 1.46 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 37,201 | 1,572 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 5,068 | 0.28 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,420 | 0.00 | 102 | 0.99 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 12,438 | 526 | ||||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 32,304 | 19.59 | 1,365 | 20.16 | ||||
| 2025-07-08 | 13F/A | Team Hewins, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 249,788 | 5.67 | 11 | 11.11 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 9,000 | 0.00 | 380 | 0.53 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 349,249 | 64.99 | 14,759 | 68.94 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 182,459 | 7,711 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 12,414 | -4.04 | 525 | -3.68 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 334,287 | 5.67 | 14,127 | 6.17 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 3,149 | 0.00 | 133 | 0.76 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 42,618 | -8.16 | 1,801 | -7.69 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 9,914 | 419 | ||||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 10,071 | -0.36 | 426 | 0.00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 351,836 | 11.38 | 14,869 | 11.89 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 643 | 1.26 | 27 | 3.85 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 18,478 | -41.79 | 786 | -40.45 | ||||
| 2025-08-07 | 13F | Factory Mutual Insurance Co | 2,793,770 | 0.00 | 118,065 | 0.48 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 222,743 | 18.89 | 9,413 | 19.47 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 400,555 | 8.47 | 16,927 | 8.99 |
