Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di American Century ETF Trust - Avantis International Small Cap Value ETF meliputi AlphaCore Capital LLC, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Beta Wealth Group, Inc., Per Stirling Capital Management, LLC., Blue Investment Partners LLC, Hill Island Financial Llc, Leibman Financial Services, Inc., Northwest & Ethical Investments L.P., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, AllGen Financial Advisors, Inc., Arete Wealth Advisors, LLC, CAPROCK Group, Inc., Tru Independence Asset Management 2, Llc, Trademark Financial Management, LLC, Bragg Financial Advisors, Inc, Seeds Investor Llc, Victory Financial Group, Llc, Tempus Wealth Planning, LLC, VisionPoint Advisory Group, LLC, dan Northern Trust Corp .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||
| 2025-08-11 | 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 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 440,807 | 0.58 | 34,947 | 14.34 | ||||
| 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 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 15,830 | 48.22 | 1,255 | 68.68 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34,483 | 14.86 | 2,734 | 30.58 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 10,064 | 0.03 | 798 | 13.69 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 29,500 | 2,339 | ||||||
| 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 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1,264,280 | 5,474.92 | 100,232 | 6,239.78 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 463,992 | 12.64 | 36,785 | 28.05 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 86,252 | 7.95 | 6,674 | 23.80 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1,811,931 | 9.16 | 143,650 | 24.09 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,213 | 168.15 | 493 | 205.59 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2,847 | 226 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 65,392 | 8.96 | 5,187 | 23.94 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 52,792 | 0.15 | 4,185 | 13.85 | ||||
| 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 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10,983,707 | 2.28 | 870,788 | 16.27 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 300 | 24 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 6 | 0 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2,455,994 | 0.98 | 194,711 | 14.80 | ||||
| 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 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 125,485 | 2.58 | 9,948 | 16.61 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 54,615 | 0.38 | 4,330 | 14.10 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,837 | 1.21 | 225 | 14.87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,967 | 156 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 320,652 | 0.77 | 25,421 | 14.56 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 153,583 | 0.51 | 12,176 | 14.26 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,880 | 9.03 | 1,180 | 23.97 | ||||
| 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 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,093 | 16.20 | 404 | 32.13 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 228 | 18 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 17 | 1 | ||||||
| 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 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 15,120 | 112.27 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 533 | 255.33 | 42 | 320.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 78,836 | 0.76 | 6,243 | 14.91 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18,934 | 2.10 | 1,588 | 17.98 | ||||
| 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 | ||||
| 2025-08-05 | 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 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 473,118 | 38 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3,857 | 0.70 | 306 | 14.23 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 8,016 | 636 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 601 | 48 | ||||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 2,531 | 203 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 388,265 | 46.38 | 30,782 | 66.41 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 85 | 4,150.00 | 7 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 5,002 | 397 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 422,074 | 10.83 | 33,445 | 31.89 | ||||
| 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 | ||||
| 2025-08-14 | 13F | UBS Group AG | 109,147 | 177.27 | 8,653 | 215.23 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 39,026 | 15.63 | 3,094 | 31.45 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 145,529 | 5.77 | 11,538 | 20.24 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 608 | 48 | ||||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 111,403 | 6.94 | 8,832 | 21.59 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 3,401 | 270 | ||||||
| 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 | ||||
| 2025-07-28 | 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 | ||||
| 2025-08-11 | 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 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 17,302 | 52.80 | 1,372 | 73.76 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 10,255 | 14.84 | 813 | 30.71 | ||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 197,255 | 10.05 | 15,264 | 26.19 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 31,207 | 7.24 | 2,474 | 21.93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 858,900 | 4.30 | 68,094 | 18.56 | ||||
| 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 | ||||
| 2025-07-14 | 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 | ||||
| 2025-08-12 | 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 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 53,355 | 3.05 | 4,230 | 17.15 | ||||
| 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 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2,249 | 141.31 | 178 | 178.13 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 162 | 14 | ||||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 10,407 | 250.52 | 825 | 298.55 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 2,999 | 238 | ||||||
| 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 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 3,803 | 302 | ||||||
| 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 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 5,773 | 10.64 | 458 | 25.90 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1,176,012 | 0.99 | 93,234 | 14.81 | ||||
| 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 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 421,957 | 12.56 | 33,453 | 27.96 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 4,954 | 37.96 | 393 | 56.80 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 919 | 3,576.00 | 73 | 7,100.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8,299 | 1.85 | 1 | |||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 177,607 | 7.03 | 14,081 | 21.66 | ||||
| 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 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 15,006 | 10.57 | 1,190 | 25.69 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 136,407 | 4.68 | 10,814 | 19.01 | ||||
| 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 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 30,433 | 10.28 | 2,413 | 25.36 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 11,444 | 18.95 | 907 | 35.37 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 86,402 | 17.96 | 6,850 | 34.08 | ||||
| 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 | ||||
| 2025-07-16 | 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 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3,714 | 23.68 | 294 | 40.67 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 302,932 | 7.02 | 24,016 | 21.66 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 40,219 | 27.49 | 3 | 50.00 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 21,331 | 2.23 | 1,691 | 16.22 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 940,441 | 36.53 | 74,558 | 55.21 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 100 | 8 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 245,782 | 3.56 | 19,500 | 17.81 | ||||
| 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 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 17,438 | 0.57 | 1,382 | 14.31 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 66,714 | 14.80 | 5,289 | 30.53 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 92,402 | 0.32 | 7,326 | 14.04 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 51,458 | 12.34 | 4,080 | 27.71 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13 | 1 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 42 | 3 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 13,866 | 1.22 | 1,099 | 15.08 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 158 | 13 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 143,518 | 43.85 | 11,378 | 63.55 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 125 | 10 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 104,248 | 0.51 | 8,351 | 15.03 | ||||
| 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 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 169,616 | 1.60 | 13,447 | 15.50 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 2,913 | 231 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 231,518 | 36.39 | 18,355 | 55.04 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 12,272 | 21.10 | 974 | 37.82 | ||||
| 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 | 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 | ||||||
| 2025-08-06 | 13F | S&t Bank/pa | 42 | 3 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 5,474 | 434 | ||||||
| 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 | ||||
| 2025-08-08 | 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 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 622 | 35.22 | 49 | 53.13 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3,045 | 0.63 | 241 | 14.22 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 50,298 | 9.34 | 3,988 | 24.28 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 19,137 | 1.05 | 1,518 | 15.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8,079 | 217.07 | 641 | 261.58 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 105,110 | 45.06 | 8,333 | 64.91 | ||||
| 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 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 8,393 | 665 | ||||||
| 2025-07-25 | 13F | Libra Wealth Llc | 113,805 | 0.34 | 9,022 | 14.07 | ||||
| 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 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 2,564 | 203 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2,492,034 | 0.34 | 197,568 | 14.07 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 117,624 | 7.93 | 9,325 | 22.70 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 3,270 | 228 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 17,019 | 9.17 | 1,349 | 24.10 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 33,985 | 15.88 | 2,694 | 31.74 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 24,420 | 1,936 | ||||||
| 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 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 89 | 7 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,906 | 389 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 20,320 | 1.52 | 1,611 | 15.41 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 37,377 | 0.23 | 2,963 | 13.96 | ||||
| 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 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1,661,796 | 1.45 | 131,747 | 15.33 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 51,647 | 19,918.22 | 4,095 | 57.95 | ||||
| 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 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40,579 | 7.35 | 3,220 | 22.06 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 6,432 | 2.98 | 520 | 22.99 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 599,107 | 3.19 | 47,497 | 17.30 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4,425 | 5.16 | 351 | 19.45 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 578,543 | 3.54 | 45,867 | 17.71 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2,692 | 213 | ||||||
| 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 | ||||
| 2025-07-31 | 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 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8,526 | 676 | ||||||
| 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 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 2,670 | 212 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4,937 | 391 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 108,154 | 42.35 | 8,574 | 61.83 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 12,392 | 3.81 | 982 | 18.03 | ||||
| 2025-07-09 | 13F | Leibman Financial Services, Inc. | 50,115 | 3,973 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 302 | 24 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 39,613 | 116.82 | 3,140 | 146.47 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9,340 | 1.28 | 740 | 15.09 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12,756 | 21.40 | 1,011 | 38.11 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 10,811 | 15.44 | 857 | 31.24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 35,932 | 36.80 | 3 | 100.00 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 330,653 | 8.23 | 26,214 | 23.04 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 10,196 | 2.64 | 825 | 22.95 | ||||
| 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 | ||||
| 2025-07-09 | 13F | Emprise Bank | 245,701 | 9.49 | 19,479 | 24.47 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 4 | 0 | ||||||
| 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 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 83,363 | 0.20 | 6,609 | 13.91 | ||||
| 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 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 75,701 | 6,002 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 204,299 | 0.26 | 16,197 | 13.97 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,566 | 283 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 127,218 | 1.78 | 10,086 | 15.69 | ||||
| 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 | ||||
| 2025-08-06 | 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 | ||||
| 2025-08-14 | 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 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,424 | 444.79 | 1,619 | 520.31 | ||||
| 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 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 58,966 | 13.67 | 4,675 | 29.22 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,964 | 3,168 | ||||||
| 2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 332,878 | 170.60 | 25,758 | 210.30 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 186,803 | 65.52 | 15 | 100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 108,321 | 41.42 | 8,588 | 60.78 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 6,517 | 2.55 | 517 | 16.48 | ||||
| 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 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 270,620 | 4.66 | 21,455 | 18.97 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 75,627 | 36.68 | 5,996 | 55.42 | ||||
| 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 | ||||
| 2025-07-28 | 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 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2,662 | 211 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 252,608 | 3.51 | 20,027 | 17.66 | ||||
| 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 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 90,044 | 0.68 | 7,139 | 14.45 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 85 | 1.19 | 7 | 20.00 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 107,809 | 0.97 | 8,715 | 20.72 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 281 | 1.81 | 22 | 15.79 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 7,022 | 15.06 | 557 | 30.82 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 103,791 | 16.40 | 8,229 | 32.33 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 9,123 | 636 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 920 | 305.29 | 73 | 380.00 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 19,930 | 35.49 | 1,580 | 54.15 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 3,075 | 244 |
