Mga Batayang Estadistika
Pemilik Institusional | 451 total, 451 long only, 0 short only, 0 long/short - change of 6.62% MRQ |
Alokasi Portofolio Rata-rata | 1.5300 % - change of 0.43% MRQ |
Saham Institusional (Jangka Panjang) | 163,638,994 (ex 13D/G) - change of 6.01MM shares 3.81% MRQ |
Nilai Institusional (Jangka Panjang) | $ 4,620,558 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF (US:DFEM) memiliki 451 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 163,638,994 saham. Pemegang saham terbesar meliputi Forum Financial Management, LP, CI Private Wealth, LLC, Colony Group, LLC, Buckingham Strategic Partners, Sequoia Financial Advisors, LLC, Truepoint, Inc., HighTower Advisors, LLC, Parcion Private Wealth LLC, Asset Dedication, LLC, and Evensky & Katz LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF (ARCA:DFEM) 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 31.17 / share. Previously, on September 9, 2024, the share price was 26.37 / share. This represents an increase of 18.20% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Private Wealth Management Group, LLC | 514,321 | 4.54 | 15,265 | 17.26 | ||||
2025-07-30 | 13F | Citizens & Northern Corp | 6,890 | -8.86 | 204 | 2.00 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 219,033 | -5.28 | 6,501 | 6.24 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 59,551 | 20.63 | 1,767 | 35.30 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 110 | 0.00 | 3 | 50.00 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 7,600 | 0.00 | 226 | 11.94 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 881,412 | -2.04 | 26,160 | 9.88 | ||||
2025-07-14 | 13F | Shearwater Capital LLC | 78,110 | -1.05 | 2,318 | 11.02 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 164,558 | 33.40 | 4,884 | 49.63 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 1,723,511 | 29.02 | 51,154 | 44.72 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 142,347 | 12.44 | 4,225 | 26.13 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 633,796 | 0.93 | 18,811 | 13.22 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 22,431 | 42.10 | 666 | 59.47 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 965,303 | 5.23 | 28,650 | 18.03 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 20,756 | 78.29 | 616 | 99.68 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 76,943 | 6.24 | 2,284 | 19.15 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 15,815 | -34.36 | 469 | -26.37 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 164,283 | -21.81 | 4,876 | -12.30 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18,455 | 94.96 | 548 | 118.80 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 8,600 | 255 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5,769 | 0.00 | 171 | 27.61 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 16,536 | 491 | ||||||
2025-07-21 | 13F | Sageworth Trust Co | 546,668 | 2.35 | 16,225 | 14.81 | ||||
2025-08-07 | 13F | Nwam Llc | 28,779 | 103.24 | 867 | 131.82 | ||||
2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 8,514 | 0.00 | 253 | 12.00 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 308,542 | 7.31 | 9,158 | 20.38 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 14,640 | -37.95 | 435 | -30.45 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 711 | 0.00 | 21 | 16.67 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 24,991 | 6.56 | 742 | 19.52 | ||||
2025-07-14 | 13F | Financial Harvest, LLC | 191,661 | 5,688 | ||||||
2025-07-29 | 13F | Lutz Financial Services LLC | 220,968 | 2.61 | 6,558 | 15.11 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 86,417 | -1.84 | 2,565 | 10.09 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 124,690 | -3.60 | 3,701 | 8.12 | ||||
2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1,095,851 | 6.58 | 32,667 | 25.33 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 33,135 | 1.23 | 983 | 13.51 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,632,242 | 10.09 | 137,485 | 23.48 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 21,543 | -1.26 | 639 | 10.75 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 140,347 | -9.06 | 4,165 | 2.01 | ||||
2025-08-11 | 13F | Citigroup Inc | 14,148 | 0.31 | 420 | 12.33 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11,658 | 1.06 | 346 | 13.44 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 313,353 | 2.20 | 9,300 | 14.63 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 940,470 | -33.79 | 27,913 | -25.73 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 56,430 | 0.43 | 1,675 | 12.65 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 3,684,937 | -17.66 | 109,369 | -7.65 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 32,136 | 3.66 | 954 | 16.22 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 610,154 | 10.66 | 18,109 | 24.13 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 925,406 | 2.59 | 27,466 | 15.07 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 235,591 | 2.72 | 6,962 | 13.93 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 53,223 | 11.74 | 1,580 | 25.32 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 430,894 | 27.62 | 12,789 | 43.15 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 650,019 | 1.62 | 19,293 | 13.99 | ||||
2025-07-23 | 13F | Asset Planning Corporation | 62,949 | 17.30 | 1,868 | 31.55 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 175,261 | -2.51 | 5,202 | 9.36 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 12,365 | 0.82 | 0 | |||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 27,684 | 0.49 | 1 | |||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 14,946 | 3.40 | 444 | 15.97 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 2,433 | 0.62 | 72 | 14.29 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 344 | 54.26 | 10 | 100.00 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0 | ||||||
2025-07-08 | 13F | Apella Capital, LLC | 1,359,330 | 0.09 | 40,168 | 18.36 | ||||
2025-07-31 | 13F | Core Wealth Management, Inc. | 44,264 | -14.43 | 1,314 | -4.02 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 37,183 | 15.95 | 1,104 | 35.01 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 50,747 | -43.56 | 1,506 | -36.70 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 187,758 | 150.75 | 5,573 | 181.27 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 683,643 | 1.86 | 20,291 | 14.26 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 1,611,248 | -1.54 | 47,822 | 10.44 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 773,826 | 5.35 | 23 | 15.79 | ||||
2025-07-29 | 13F | Schubert & Co | 38,384 | 1,139 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 182,266 | 0.66 | 5,410 | 12.90 | ||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 94,613 | 15.37 | 2,808 | 29.46 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 348,782 | 5.11 | 9,229 | 6.19 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 36,705 | -56.43 | 1,089 | -51.14 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 15,030 | -3.68 | 446 | 8.25 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 30,419 | 6.59 | 903 | 19.60 | ||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 480,172 | -2.04 | 14,252 | 9.89 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 1,125 | 0.00 | 33 | 13.79 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 287 | 9 | ||||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 524,097 | 16.07 | 15,555 | 30.21 | ||||
2025-08-14 | 13F | Comerica Bank | 926 | -2.01 | 27 | 8.00 | ||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 15,341 | 455 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 120,601 | 69.21 | 3,579 | 89.87 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 148,270 | 84.48 | 4,401 | 106.96 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 16,360 | -34.70 | 486 | -26.74 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 1,061,221 | -1.12 | 31,497 | 10.92 | ||||
2025-08-13 | 13F | United Wealth Management, LLC | 261,685 | 0.44 | 7,767 | 12.67 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 44,054 | -5.96 | 1,353 | 6.46 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 59,430 | -14.62 | 1,764 | -4.24 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38,329 | 0.04 | 1,138 | 12.24 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17,011 | 111.84 | 506 | 138.68 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 258,032 | 7.91 | 7,658 | 21.06 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 196,390 | 7.18 | 5,845 | 20.54 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,706 | 80 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 201,018 | 70.48 | 5,966 | 91.22 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 50,474 | 5.87 | 1,498 | 18.79 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 37,483 | -1.21 | 1,112 | 10.87 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 49,806 | 43.38 | 1,478 | 60.83 | ||||
2025-07-30 | 13F | Bayshore Asset Management, Llc | 21,733 | 645 | ||||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17,886 | 531 | ||||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 1,818,416 | 4.00 | 53,971 | 16.65 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 11,512 | 50.42 | 342 | 68.81 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 215,578 | 15.72 | 6,398 | 29.80 | ||||
2025-07-28 | 13F | Strategent Financial, LLC | 40,634 | 60.95 | 1,206 | 80.54 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 38,129 | -32.53 | 1,132 | -24.35 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6,390 | 0.00 | 190 | 11.83 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 16,306 | -0.58 | 431 | 0.47 | ||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 1,826,125 | -1.92 | 54,199 | 10.01 | ||||
2025-08-13 | 13F | Northern Trust Corp | 14,093 | 418 | ||||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 92,581 | 62.77 | 2,748 | 82.65 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 430,714 | 6.40 | 13 | 20.00 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 141,371 | 6.13 | 4,196 | 19.04 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 170,334 | 13.27 | 5,056 | 27.04 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 120 | 0.00 | 4 | 0.00 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 418,607 | 7.78 | 12,424 | 20.90 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 68,275 | 43.83 | 2,026 | 61.31 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 510,350 | 2.19 | 15 | 15.38 | ||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 415,646 | 5.20 | 12,370 | 18.32 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 232,004 | -8.51 | 6,886 | 2.62 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 286,395 | 8.37 | 8,500 | 21.57 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 13,672 | 0.00 | 406 | 12.19 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 49,840 | 2.48 | 1,479 | 15.01 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 278,907 | -5.53 | 8,278 | 5.97 | ||||
2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 2,006,480 | 16.07 | 53,332 | 17.67 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4,289 | 127 | ||||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 28,307 | 3.51 | 844 | 16.60 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 212,405 | -5.44 | 6,304 | 6.07 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 316,458 | 31.26 | 9,392 | 47.23 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 819,222 | 24.27 | 24,314 | 39.39 | ||||
2025-07-15 | 13F | Vestment Financial LLC | 189,554 | -41.46 | 5,656 | -34.48 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 9,384 | 0.00 | 279 | 12.10 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 1,115,676 | 3.02 | 33,113 | 15.56 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 586,925 | 2.80 | 17,420 | 15.31 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 225,659 | 21.63 | 6,698 | 36.42 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 258,540 | 3.93 | 7,673 | 16.58 | ||||
2025-07-23 | 13F | First Financial Group Corp | 28,535 | 55.80 | 847 | 73.72 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 948,376 | 102.83 | 28,148 | 127.51 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 7,568 | -5.14 | 225 | 6.16 | ||||
2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 97,587 | 3.20 | 2,896 | 15.79 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | -100.00 | 0 | |||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 527,071 | -0.00 | 15,643 | 12.17 | ||||
2025-07-18 | 13F | BCO Wealth Management LLC | 237,235 | 4.04 | 7,041 | 16.71 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 63,740 | 0.91 | 1,916 | 14.66 | ||||
2025-07-28 | 13F | Disciplined Equity Management, Inc. | 8,560 | 8.49 | 254 | 22.12 | ||||
2025-07-14 | 13F | Enzi Wealth | 197,365 | -1.25 | 5,883 | 10.87 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 158,762 | 2.82 | 4,712 | 15.35 | ||||
2025-04-30 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 350,705 | -3.50 | 10,409 | 8.24 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 1,550,355 | 49.40 | 46,015 | 67.59 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 90,304 | -24.97 | 2,680 | -15.83 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 19,376 | -59.75 | 573 | -55.38 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 388,018 | 10.71 | 11,516 | 24.19 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 124,361 | -3.78 | 3,691 | 7.96 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 139,941 | 4.35 | 4,153 | 16.99 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 223,058 | 24.65 | 6,620 | 39.84 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11,724 | -0.04 | 348 | 11.94 | ||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 36,590 | 23.69 | 1,086 | 38.75 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 910,315 | 6.18 | 27,018 | 19.10 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 432,861 | 301.45 | 12,847 | 350.30 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 2,577 | 76 | ||||||
2025-08-05 | 13F | Sensible Money, LLC | 666,451 | 4.47 | 19,780 | 17.19 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 120,549 | 1.54 | 3,578 | 13.88 | ||||
2025-07-15 | 13F | Bfsg, Llc | 430,970 | -0.76 | 12,791 | 11.32 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 244,794 | 2.17 | 7,265 | 14.61 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 12,840 | 381 | ||||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 7,587 | 0.04 | 225 | 12.50 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 7,255 | 215 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 9,022 | 0.00 | 268 | 12.18 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 14,820 | 0.00 | 440 | 11.99 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 2,084 | -14.97 | 62 | -4.69 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 11,214 | -13.06 | 333 | -2.64 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12,691 | 13.77 | 377 | 27.46 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 10,657 | 12.75 | 316 | 26.40 | ||||
2025-07-03 | 13F | Trust Co of the South | 315,668 | 37.01 | 9,369 | 53.69 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Brown Advisory Inc | 38,666 | -11.45 | 1,148 | -0.69 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 20,747 | 21.96 | 616 | 36.67 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 77,781 | 11.49 | 2,309 | 25.09 | ||||
2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 390,571 | 1.77 | 11,577 | 14.00 | ||||
2025-08-14 | 13F | Betterment LLC | 812,552 | -7.35 | 24 | 4.35 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 261,513 | 14.42 | 7,762 | 28.34 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 539,588 | 1.21 | 16,015 | 13.52 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 125 | 0.00 | 4 | 0.00 | ||||
2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 321,614 | 7.74 | 9,545 | 20.85 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 28,610 | -19.36 | 849 | -9.49 | ||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 2,776,880 | -3.94 | 82,418 | 7.75 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 6,108 | -6.56 | 181 | 5.23 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 202,993 | 114.45 | 6,025 | 140.58 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19,672 | 1.52 | 1 | |||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 1,262,505 | 0.76 | 37,471 | 13.02 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 33,732 | 1,001 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 98,688 | 857.67 | 2,929 | 976.84 | ||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 983,024 | 29,535 | ||||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5,134 | 88.54 | 152 | 114.08 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 16,092 | -5.92 | 478 | 5.53 | ||||
2025-07-16 | 13F | Plancorp, LLC | 524,434 | 283.27 | 15,565 | 329.97 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 772,996 | -0.36 | 22,943 | 11.76 | ||||
2025-07-16 | 13F | Kooman & Associates | 972,671 | -0.24 | 28,869 | 11.90 | ||||
2025-08-07 | 13F | Guardian Partners Inc. | 423,818 | 0.57 | 12,727 | 18.25 | ||||
2025-08-05 | 13F | Clarity Wealth Development LLC | 188,021 | 2.63 | 5,580 | 14.60 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 224,160 | -0.17 | 6,653 | 11.98 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 48,865 | -0.61 | 1,450 | 11.54 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209,263 | 38.20 | 6,212 | 55.03 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 478,251 | 7.40 | 14,194 | 20.46 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 77,241 | 4.17 | 2,293 | 16.82 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 9,419 | -17.29 | 280 | -7.31 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 140,055 | -1.19 | 4,168 | 11.15 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 52,433 | 6.41 | 1,556 | 19.42 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 440 | 13 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12,107 | -10.68 | 359 | 0.28 | ||||
2025-08-14 | 13F | Family Office Research LLC | 109,278 | -5.97 | 3,243 | 5.46 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 57,259 | -0.87 | 1,699 | 11.19 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 11,632 | 0.07 | 345 | 12.38 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 179,461 | -1.19 | 5,326 | 10.84 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 1,455,808 | -9.53 | 43,208 | 1.48 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 43,378 | 2.80 | 1,287 | 15.32 | ||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 932,988 | 2.96 | 27,691 | 15.49 | ||||
2025-07-14 | 13F | BetterWealth, LLC | 135,292 | -2.48 | 4,015 | 9.40 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 19,296 | -13.59 | 573 | -3.05 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 2,420,202 | -0.66 | 72 | 10.94 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299,078 | 1.24 | 9 | 14.29 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 272,985 | 8.37 | 8,102 | 21.56 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 42 | 0.00 | 1 | 0.00 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 91,006 | 2.48 | 2,701 | 14.99 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 620,890 | 9.96 | 18,428 | 23.35 | ||||
2025-08-13 | 13F | RW Investment Management LLC | 1,835,977 | 3.10 | 54,492 | 15.65 | ||||
2025-07-24 | 13F | VanderPol Investments L.L.C. | 10,167 | -0.05 | 302 | 11.90 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 160,133 | -60.37 | 4,794 | -55.32 | ||||
2025-07-25 | 13F | BCR Wealth Strategies, LLC | 563,100 | 4.57 | 17 | 14.29 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85,955 | 0.99 | 2,551 | 13.33 | ||||
2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Versant Capital Management, Inc | 200,345 | 13.16 | 5,946 | 26.94 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 5,401 | 0.00 | 160 | 12.68 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 20,166 | 30.18 | 599 | 47.65 | ||||
2025-07-17 | 13F | Applied Capital LLC | 52,700 | -19.67 | 1,564 | -9.86 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 38,675 | -2.09 | 1,170 | 11.96 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 48,855 | -0.62 | 1,450 | 11.54 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 363,693 | 5.77 | 10,794 | 18.64 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 36,318 | 3.30 | 1,087 | 16.88 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 116,233 | -0.02 | 3,450 | 12.13 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 373,566 | 11.06 | 11,087 | 33.77 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 40,754 | 15.33 | 1,210 | 28.48 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 38 | 0.00 | 1 | 0.00 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 230,462 | -0.02 | 6,840 | 12.15 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 330,831 | 5.34 | 9,819 | 18.17 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,000 | 30 | ||||||
2025-07-14 | 13F | Chico Wealth RIA | 18,235 | 5.85 | 541 | 18.90 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 76,463 | 16.35 | 2 | 100.00 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 160 | 0.00 | 5 | 0.00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10,161 | 0.00 | 302 | 12.31 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 107,424 | 2.42 | 3,188 | 14.88 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 32,497 | 1.12 | 991 | 21.77 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 97,744 | -1.28 | 2,966 | 12.69 | ||||
2025-08-14 | 13F | Colony Group, LLC | 6,450,225 | 1.43 | 191,443 | 13.77 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 132,061 | 5.69 | 3,920 | 18.54 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 6,646 | 197 | ||||||
2025-08-08 | 13F | Truepoint, Inc. | 4,494,116 | -8.44 | 133,385 | 2.70 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 274,232 | 3.30 | 8,139 | 15.87 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 508,640 | -2.48 | 15,096 | 9.39 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 6,589,610 | 1.57 | 195,843 | 13.91 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1,231,716 | 3.64 | 36,557 | 16.25 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 29,374 | 4.94 | 872 | 17.70 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27,825 | 45.41 | 826 | 63.04 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 24,336 | 2.69 | 732 | 16.59 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 1,005,577 | 9.05 | 29,846 | 22.33 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 11,896 | -0.63 | 353 | 11.71 | ||||
2025-08-12 | 13F | McGrath & Associates, Inc. | 10,194 | 9.37 | 303 | 22.76 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 16,502 | -10.18 | 490 | 0.62 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 19,189 | 10.70 | 571 | 25.77 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 9,541 | -3.41 | 0 | |||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 8,353 | 0.00 | 248 | 11.76 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 30,900 | -2.39 | 917 | 9.56 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7,159 | 212 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 226,492 | 73.11 | 6,722 | 94.17 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 9,419 | -0.10 | 280 | 12.05 | ||||
2025-08-12 | 13F | Tableaux Llc | 7,733 | 223 | ||||||
2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 83,279 | -0.76 | 2,472 | 11.31 | ||||
2025-08-12 | 13F | MAI Capital Management | 20 | 0.00 | 1 | |||||
2025-08-12 | 13F | LPL Financial LLC | 1,814,600 | 1.53 | 53,857 | 13.88 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 672,620 | -5.25 | 19,963 | 6.28 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 137,699 | -28.45 | 4,087 | -19.76 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 182,717 | 3.78 | 5,423 | 16.42 | ||||
2025-08-07 | 13F | Midwest Trust Co | 215,150 | 6,386 | ||||||
2025-07-24 | 13F | JNBA Financial Advisors | 104,829 | -10.39 | 3,111 | 0.52 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 458,246 | -7.67 | 13,601 | 3.56 | ||||
2025-07-16 | 13F | Jentner Corp | 585,548 | 3.98 | 17,379 | 16.63 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 226,160 | -6.39 | 6,712 | 5.01 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,084,519 | -36.52 | 32,189 | -28.80 | ||||
2025-07-15 | 13F | Maseco Llp | 1,874,702 | 55,622 | ||||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 72,740 | 39.49 | 2,159 | 56.49 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 50,768 | 0.00 | 1,343 | 0.00 | ||||
2025-07-24 | 13F | Strengthening Families & Communities, LLC | 76,808 | -0.70 | 2,268 | 10.80 | ||||
2025-07-21 | 13F | 25 Llc | 29,657 | 5.60 | 880 | 18.44 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 1,405 | 0.00 | 42 | 10.81 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 11,119 | 1,771.89 | 330 | 2,093.33 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 36,587 | -2.13 | 1,086 | 9.71 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 135,312 | 4,016 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 567,595 | 0.07 | 17 | 6.67 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 130,143 | 3,863 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 70,918 | -10.38 | 2,105 | 0.53 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 22 | 0.00 | 1 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 106,975 | -1.38 | 3,175 | 10.63 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 38,960 | 0.00 | 1,160 | 17.66 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 333,261 | 6.44 | 9,891 | 19.40 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16,751 | 15.08 | 497 | 29.09 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1,008,797 | -1.68 | 29,941 | 10.29 | ||||
2025-05-12 | 13F | Cahill Wealth Management, LLC | 60,570 | -1.06 | 1,603 | -0.06 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 627 | 19 | ||||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 18,228 | 43.19 | 541 | 61.01 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 171 | -92.12 | 5 | -91.23 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 216 | 0.00 | 6 | 20.00 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 12,742 | -60.96 | 378 | -56.20 | ||||
2025-08-12 | 13F | Watchman Group, Inc. | 349,620 | -0.12 | 10,377 | 12.04 | ||||
2025-07-09 | 13F | Aurelius Family Office LLC | 12,520 | -2.60 | 372 | 9.12 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 16,136 | 55.33 | 479 | 74.45 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 2,667 | 0.83 | 81 | 11.11 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 17,415 | -0.13 | 517 | 11.93 | ||||
2025-08-07 | 13F | Davis R M Inc | 0 | -100.00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 47,918 | 1 | ||||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 492,894 | 2.44 | 14,629 | 18.67 | ||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 314,622 | 14.19 | 9,338 | 28.08 | ||||
2025-08-05 | 13F | Burney Co/ | 19,083 | 0.01 | 566 | 12.30 | ||||
2025-07-14 | 13F | Friday Financial | 212,813 | 4.61 | 6,316 | 16.38 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 252,704 | 0.91 | 7,500 | 13.19 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 20,868 | 8.41 | 619 | 21.61 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 224,078 | 4.55 | 6,736 | 18.76 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 8,514 | -3.44 | 253 | 8.15 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 10,629 | -0.62 | 315 | 11.70 | ||||
2025-07-25 | 13F | Miramar Fiduciary Corp | 1,049,355 | 0.00 | 31,145 | 12.17 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 534,254 | 15,857 | ||||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 480,867 | 25.95 | 14 | 40.00 | ||||
2025-07-23 | 13F | Abel Hall, LLC | 79,142 | -6.81 | 2,349 | 4.49 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 14,549 | -55.05 | 432 | -49.65 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117,915 | 7.04 | 3,120 | 8.15 | ||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 149,539 | 5.63 | 4,438 | 18.50 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 50 | 0.00 | 1 | 0.00 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 55,416 | -11.93 | 1,645 | -1.20 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 38,175 | 0.00 | 1,133 | 12.18 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 629,266 | -1.16 | 16,650 | -0.14 | ||||
2025-07-15 | 13F | Capstone Capital Wealth Advisors | 520,698 | 0.51 | 15,454 | 12.75 | ||||
2025-08-12 | 13F | Kaye Capital Management | 171,995 | 689.40 | 5,105 | 786.11 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 350,169 | 1.18 | 10,421 | 13.80 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 216,996 | 15.16 | 6,440 | 29.16 | ||||
2025-07-28 | 13F | Verisail Partners, LLC | 467,561 | 2.37 | 13,877 | 14.84 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 15,709 | 0.00 | 466 | 12.29 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 64,156 | 16.62 | 1,904 | 30.86 | ||||
2025-07-17 | 13F | Blossom Wealth Management | 20,878 | 4.62 | 620 | 17.23 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 58,429 | 0.51 | 1,728 | 11.84 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 14,600 | 0.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 19,176 | -0.39 | 569 | 11.79 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 64,386 | 5.65 | 1,911 | 18.49 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1,403,528 | 7.72 | 41,657 | 20.83 | ||||
2025-08-14 | 13F | Mariner, LLC | 349,442 | 7.72 | 10,371 | 20.82 | ||||
2025-07-11 | 13F | Scratch Capital Llc | 191,228 | 25.46 | 5,676 | 40.75 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 24,810 | 28.42 | 736 | 44.03 | ||||
2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 77,629 | -0.48 | 2,304 | 11.68 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 92,568 | -11.38 | 2,747 | -0.62 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 321,759 | 0.38 | 9,550 | 12.59 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 464,980 | 2.89 | 13,801 | 15.41 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 32,555 | 36.56 | 966 | 53.33 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 121 | 4 | ||||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 23,477 | -8.92 | 697 | 2.05 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 10,500 | 312 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 171,995 | 5,105 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 91,313 | -1.73 | 2,710 | 10.25 | ||||
2025-08-07 | 13F | Prospect Financial Group LLC | 248,670 | 19.12 | 7,381 | 33.62 | ||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 134,190 | 0.58 | 3,983 | 12.80 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 366,046 | -4.04 | 10,864 | 7.64 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 118,726 | 217.70 | 3,524 | 256.58 | ||||
2025-08-06 | 13F | OneAscent Family Office, LLC | 7,057 | 0 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 86,888 | -2.23 | 2,579 | 9.66 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 255,626 | -10.79 | 7,587 | 0.05 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 17,243 | 43.24 | 512 | 60.69 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 285,662 | -33.40 | 8,478 | -25.30 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 6,014,223 | -1.56 | 178,501 | 10.42 | ||||
2025-08-07 | 13F | Allworth Financial LP | 240,110 | -25.47 | 7,126 | -16.68 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 911,055 | 7.92 | 27,040 | 21.06 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 17,273 | 513 | ||||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 192,646 | -44.36 | 5,718 | -37.60 | ||||
2025-08-14 | 13F | UBS Group AG | 6,406 | 190 | ||||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 503,474 | -5.45 | 14,943 | 6.05 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 33,703 | 1 | ||||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 45,182 | -33.82 | 1,341 | -25.75 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 98,494 | 23.91 | 2,931 | 49.69 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 3,951 | -12.24 | 117 | 0.00 | ||||
2025-08-12 | 13F | Change Path, LLC | 23,299 | 10.96 | 692 | 24.50 | ||||
2025-04-16 | 13F | Lakeridge Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 164,655 | 2.91 | 4,887 | 15.43 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 16,809 | 117.76 | 499 | 144.12 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 888 | -69.23 | 26 | -65.79 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 404,737 | 28.23 | 12,013 | 43.84 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4,205 | 24.00 | 125 | 39.33 | ||||
2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 103,913 | 2.70 | 3,084 | 15.20 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 210,138 | 8.58 | 6,237 | 21.77 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 38,222 | 46.76 | 1,134 | 64.59 | ||||
2025-08-14 | 13F | Fmr Llc | 9,497 | 72.30 | 282 | 93.79 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 159,722 | 18.24 | 4,741 | 32.62 | ||||
2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 336,558 | -0.60 | 9,989 | 11.51 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 751,448 | 6.18 | 22,303 | 19.10 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 89,904 | 0.32 | 3 | 0.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 16,538 | -10.56 | 0 | |||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 2,870 | 287.84 | 85 | 347.37 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 341,470 | -0.88 | 10,135 | 11.18 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 528,357 | 2.09 | 15,682 | 14.51 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 14 | 0 | ||||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 38,413 | -3.81 | 1,140 | 7.95 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 151,195 | 6.57 | 4,487 | 19.53 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 751,644 | -0.24 | 22,376 | 16.23 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1,477,488 | -0.31 | 43,852 | 11.82 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 498,496 | -2.13 | 14,795 | 9.78 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 18,536 | -6.87 | 571 | 7.95 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 269,449 | -7.10 | 7,997 | 4.21 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 2,601 | 77 | ||||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 15,595 | -1.60 | 463 | 10.26 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 94,264 | 1.22 | 2,798 | 13.51 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 230,038 | -1.42 | 7 | 0.00 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 701,703 | -1.52 | 20,827 | 10.47 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 166,872 | 2.64 | 4,953 | 15.14 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 20,596 | 54.27 | 611 | 73.09 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7,514 | 223 | ||||||
2025-07-25 | 13F | Stephens Consulting, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Cravens & Co Advisors, LLC | 371,990 | -0.06 | 11,041 | 12.10 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 14,855 | 441 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7,290 | 216 | ||||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 109,261 | -5.25 | 3,243 | 6.26 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 202,913 | 1.62 | 6,022 | 13.99 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6,850 | 203 | ||||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 125,652 | 0.66 | 3,729 | 12.93 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 336,781 | -4.80 | 9,996 | 6.78 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6,900 | 205 | ||||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12,471 | 2.88 | 377 | 19.68 | ||||
2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 254,889 | 1.46 | 7,565 | 13.81 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1,115,524 | -13.69 | 33,109 | -3.19 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Forum Financial Management, LP | 16,789,759 | 1.26 | 498,320 | 13.58 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 756,742 | 30.61 | 22,460 | 46.50 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 105,738 | 3,162 | ||||||
2025-08-15 | 13F | Morgan Stanley | 196,992 | -2.31 | 5,847 | 9.58 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 104,396 | -0.51 | 3,098 | 11.60 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 177 | 0.00 | 5 | 25.00 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 4,078 | 0.07 | 121 | 13.08 | ||||
2025-07-25 | 13F | Hassell Wealth Management, LLC | 406,344 | 2.73 | 12,479 | 23.13 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 44,333 | 10.88 | 1,316 | 24.41 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8,887 | 10.26 | 264 | 23.47 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 391 | -38.33 | 12 | -31.25 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 2,492,664 | -0.39 | 73,982 | 11.73 | ||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 34,347 | 24.29 | 1,019 | 39.40 | ||||
2025-07-09 | 13F | Emprise Bank | 456,493 | -1.56 | 13,549 | 10.42 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 200,290 | 13.79 | 6 | 25.00 | ||||
2025-08-14 | 13F | Premier Financial Group | 636,406 | 19,580 | ||||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 175,720 | 13.72 | 5,215 | 41.79 | ||||
2025-07-31 | 13F | Warburton Capital Management, LLC | 55,300 | 154.50 | 2 | |||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 1,969,332 | 0.78 | 58,450 | 13.05 | ||||
2025-07-07 | 13F | RB Capital Management, LLC | 10,638 | 25.40 | 316 | 40.63 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 535,959 | -23.93 | 15,907 | -14.67 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 231,700 | -5.58 | 6,877 | 5.90 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56,796 | 108.76 | 1,686 | 134.35 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 121,063 | 5.29 | 3,593 | 18.11 | ||||
2025-08-08 | 13F | Creative Planning | 162,739 | 2.91 | 4,830 | 15.44 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 1,083,230 | 5.79 | 32,150 | 18.67 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 29,200 | 36.65 | 906 | 55.40 |