Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di American Century ETF Trust - Avantis U.S. Large Cap Value ETF meliputi Verus Financial Partners, Inc., Sentinel Wealth Management, Inc., Ridgeline Wealth, LLC, Kavar Capital Partners Group, Llc, White Pine Investment CO, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Keb Asset Management, Llc, Team Hewins, LLC, Foster Group, Inc., Thrivent Financial For Lutherans, Mission Wealth Management, Lp, Diversified Trust Co, Betterment LLC, Main Street Financial Solutions, LLC, Davies Financial Advisors, Inc., Zhang Financial LLC, Avantax Planning Partners, Inc., Smithfield Trust Co, Kelman-Lazarov, Inc., dan Oak Wealth Advisors LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 5,835 | 7.24 | 398 | 12.43 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1,196,991 | 7.13 | 81,647 | 12.06 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 1,177,801 | 9.34 | 77,358 | 4.46 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 14,582 | 2.73 | 995 | 7.46 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 3,547 | 0.17 | 242 | 4.78 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 50,972 | 3,477 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 147,151 | 0.38 | 10,037 | 5.00 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 148,795 | 12.00 | 10,149 | 17.15 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 191,426 | 0.08 | 13,057 | 4.68 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 27,774 | 5.87 | 1,894 | 10.76 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 15,533 | 16.57 | 1,060 | 22.00 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 22,996 | 24.36 | 1,604 | 33.11 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4,103 | 280 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,561,019 | 0.13 | 106,477 | 4.73 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 855 | 58 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 25,999 | 170.99 | 1,773 | 183.68 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 562,632 | 130.48 | 38,377 | 141.09 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 32,786 | 3.42 | 2,240 | 10.62 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 50,321 | 20.21 | 3,427 | 26.56 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 138,517 | 3.27 | 9,448 | 8.03 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 962,249 | 0.72 | 66 | 4.84 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 45,931 | 11.69 | 3,133 | 16.82 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 139,950 | 5.12 | 9,546 | 9.96 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 121,158 | 5.96 | 8,264 | 10.84 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 118,316 | 8 | ||||||
| 2025-08-12 | 13F | Team Hewins, LLC | 28,772 | 1,963 | ||||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 208,306 | 4.96 | 14,209 | 9.79 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 189,111 | 1.51 | 12,899 | 6.18 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,207,273 | 12,655.12 | 150,558 | 13,247.34 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 2,999 | 205 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 11,943 | 815 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 265,049 | 14.08 | 18,079 | 19.34 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 37,856 | 10.99 | 2,582 | 16.10 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 37,238 | 29.35 | 2,540 | 35.32 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 219,854 | 30.50 | 14,996 | 36.51 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 5,413 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 201,785 | 68.40 | 13,939 | 88.24 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 830,925 | 220.94 | 56,666 | 235.63 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 206,497 | 5.41 | 14,085 | 10.26 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18,909 | 9.74 | 1,332 | 23.01 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 3,747 | 0.40 | 256 | 4.94 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 33,702 | 121.42 | 2 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 4,928 | 0.39 | 336 | 5.00 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 536,993 | 15.66 | 36,628 | 20.98 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 1,034,603 | 2.45 | 70,570 | 7.17 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 123,404 | 11.39 | 8,417 | 16.51 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 32,440 | 27.82 | 2,213 | 33.66 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 83,800 | 4.66 | 5,716 | 9.48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 120,947 | 11.51 | 8,250 | 16.63 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1,232,715 | 2.26 | 84 | 7.69 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1,540,491 | 105,077 | ||||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 207,156 | 1.92 | 14,451 | 21.95 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 99,365 | 0.58 | 6,778 | 20.67 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,879 | 128 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 420,664 | 0.31 | 28,693 | 4.93 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 168,064 | 2.43 | 11,464 | 7.14 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 114,378 | 3.80 | 8 | 0.00 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 122,176 | 2.49 | 8,334 | 7.20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 16,158,842 | 161.49 | 1,102,195 | 173.52 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 743,458 | 51 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 175,944 | 7.19 | 12,001 | 12.13 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2,875 | 286.94 | 196 | 308.33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,665 | 455 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 490,371 | 19.11 | 33,448 | 24.60 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 73,779 | 103.57 | 5,032 | 112.95 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 6,191 | 6.52 | 422 | 11.64 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 485,224 | 2.20 | 33,097 | 6.90 | ||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 814,248 | 12.73 | 53,480 | 7.69 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 9,615 | 28.89 | 656 | 34.77 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1,495,289 | 0.43 | 101,994 | 5.05 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 20,298 | 3.56 | 1,385 | 8.29 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 91,378 | 6.82 | 6,233 | 11.72 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 58,841 | 25.54 | 4,014 | 31.32 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 247,459 | 6.81 | 16,879 | 11.73 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5,649 | 385 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 129,862 | 215.10 | 8,858 | 229.62 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 17,351 | 1,184 | ||||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 139,336 | 2.18 | 9,504 | 6.88 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 113,182 | 25.81 | 7,720 | 31.61 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 55,356 | 24.61 | 3,776 | 30.35 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 89,293 | 2.87 | 6,091 | 7.60 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 77,303 | 5 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,321 | 23.34 | 90 | 30.43 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 84,125 | 22.15 | 5,738 | 27.77 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 40 | 3 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 66,926 | 17.65 | 4,565 | 23.08 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 239,478 | 1.41 | 16,335 | 6.08 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1,342,796 | 2.38 | 91,592 | 7.09 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 156,424 | 3.27 | 10,670 | 8.02 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 65,133 | 184.78 | 4,443 | 190.90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 144,540 | 20.33 | 10 | 28.57 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 7,806 | 0.41 | 532 | 5.14 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 174,053 | 2.83 | 11,872 | 7.57 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 21,740 | 211.15 | 1,483 | 225.71 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 354,898 | 8.56 | 24,208 | 13.56 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 42,883 | 9.09 | 2,925 | 14.12 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,484 | 56.67 | 306 | 63.98 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 58,814 | 31.54 | 4,012 | 37.60 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 5,820 | 397 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1,627,076 | 13.03 | 110,983 | 18.23 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3,816 | 20.15 | 260 | 25.60 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 541 | 501.11 | 37 | 620.00 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 188,273 | 9.92 | 12,819 | 14.78 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 20,154 | 0.87 | 1,375 | 5.53 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 26,388 | 19.35 | 1,800 | 24.84 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 18 | 12.50 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 41,742 | 5.72 | 2,847 | 10.61 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,109,173 | 10.80 | 75,657 | 15.89 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 578 | 39 | ||||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 20,359 | 91.90 | 1,389 | 100.87 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 15,607 | 47.79 | 1,065 | 54.65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 193,769 | 98.02 | 13,217 | 107.13 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 73,090 | 23.50 | 4,985 | 29.18 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 1,966,093 | 4.16 | 134,107 | 8.95 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,351,013 | 14.28 | 92,153 | 19.54 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 98,813 | 6,740 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 520,102 | 7.81 | 35,476 | 12.77 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 59,816 | 2.78 | 4,080 | 7.51 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 27,360 | 0.00 | 1,866 | 4.60 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 611,107 | 3.39 | 41,684 | 8.15 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 14,470 | 1 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 37,412 | 6.53 | 2,552 | 11.40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,035 | 36.72 | 71 | 48.94 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 121,268 | 35.40 | 8,272 | 41.63 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 11,004 | 18.81 | 751 | 24.38 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 686,247 | 10.60 | 46,733 | 15.51 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,768 | 0.59 | 325 | 5.18 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 90,397 | 7.53 | 6,253 | 13.53 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 20,960 | 348.25 | 1,430 | 370.07 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 177,298 | 4.93 | 12,093 | 9.76 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 48,178 | 7.48 | 3,286 | 12.42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,361,048 | 3.48 | 161,047 | 8.24 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 249,948 | 12.95 | 17,049 | 18.14 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 18,758 | 0.12 | 1,279 | 4.75 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 3,096 | 211 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 160,038 | 9.04 | 10,916 | 14.06 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 30,376 | 121.25 | 2,072 | 131.40 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 11,372 | 16.22 | 776 | 21.47 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 19,721 | 1.74 | 1,345 | 6.41 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 134,470 | 7.99 | 9 | 12.50 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 116,606 | 12.17 | 7,954 | 17.32 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 5,596 | 32.14 | 382 | 38.04 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 199,443 | 26.55 | 14 | 30.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 272,457 | 6.81 | 18,584 | 11.72 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8,608 | 587 | ||||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 99,489 | 6,786 | ||||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 101,523 | 3.67 | 7 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24,641 | 5.38 | 1,709 | 12.14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,275 | 6.96 | 87 | 11.69 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9,590 | 0.42 | 654 | 5.14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,332,795 | 12.17 | 90,910 | 17.33 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 33,666 | 4.33 | 2,296 | 9.13 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,164 | 216 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 115,045 | 16.21 | 7,847 | 21.56 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 4,423 | 302 | ||||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 161,993 | 19.73 | 11,050 | 25.23 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 63,487 | 0.34 | 4,330 | 4.94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 423,936 | 57.96 | 28,917 | 65.23 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,432 | 3.91 | 507 | 8.58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 47,870 | 784.68 | 3,265 | 827.56 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 120,556 | 587.20 | 8,223 | 619.42 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 3,034 | 207 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 4,366 | 38.08 | 298 | 44.17 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 23,597 | 17.80 | 1,610 | 23.20 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 14,266 | 9.89 | 985 | 16.02 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 1,049,355 | 5.32 | 71,576 | 10.17 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 420,664 | 0.31 | 28,693 | 4.93 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 5,243 | 358 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 13,288 | 32.00 | 906 | 38.11 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 221,117 | 11.13 | 15,082 | 16.25 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3,349 | 7.82 | 228 | 12.87 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21,261 | 35.38 | 1,450 | 38.36 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 45,301 | 2,404.20 | 3,090 | 2,540.17 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 38 | 3,700.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4,020 | 274 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 418,110 | 9.53 | 28,519 | 14.58 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 37,347 | 643.96 | 2,547 | 678.90 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 8,988 | 50.65 | 613 | 57.58 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 32,334 | 4.74 | 2,206 | 9.54 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 742,520 | 1,114.50 | 50,675 | 1,181.61 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 275,842 | 6.80 | 18,815 | 11.71 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 5,527 | 5.44 | 377 | 10.26 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 3,140 | 214 | ||||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 31,591 | 14.14 | 2,060 | 11.53 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 210,131 | 17.46 | 14,333 | 22.90 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 60,344 | 14.04 | 4,178 | 30.45 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 475,347 | 2.32 | 32,423 | 7.03 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 558,229 | 4.40 | 38,077 | 9.20 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 36,660 | 6.85 | 2,501 | 11.76 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 5,828 | 440.63 | 398 | 467.14 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 38,316 | 6.75 | 2,614 | 11.67 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 219 | 15 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 124,477 | 1.25 | 8,491 | 5.91 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1,074,556 | 2.19 | 75,305 | 14.03 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1,026,562 | 12.97 | 70,022 | 18.16 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 15,647 | 12.26 | 1,067 | 17.51 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 462 | 3.59 | 32 | 6.90 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 57 | 4 | ||||||
| 2025-08-08 | 13F | Creative Planning | 102,677 | 5.27 | 7,004 | 10.11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 4,359 | 0.44 | 297 | 4.95 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 7,552 | 2.01 | 515 | 6.85 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9,210 | 1 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 69,049 | 110.68 | 4,710 | 120.40 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,458 | 92.09 | 99 | 102.04 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 7,637 | 18.13 | 521 | 23.52 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4,533 | 0.20 | 309 | 4.75 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 416,887 | 28,919 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 311,955 | 43.11 | 21,640 | 59.09 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9,545 | 651 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 13 | 1 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6,128 | 9.31 | 418 | 14.25 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 98,921 | 13.48 | 6,747 | 18.70 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6,377 | 435 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 330,146 | 146.73 | 22,519 | 157.21 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 594 | 59.25 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 1,032,791 | 4.52 | 70,447 | 9.33 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 5,456 | 24.17 | 372 | 30.07 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 152,346 | 2.25 | 10,392 | 6.96 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3,054,363 | 11.07 | 208,317 | 16.25 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 30,394 | 7.30 | 2,073 | 12.24 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 92,017 | 4,776.36 | 6,276 | 5,002.44 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24,900 | 192.94 | 1,698 | 206.50 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 31,482 | 0.00 | 2,147 | 4.63 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1,289,683 | 0.36 | 87,969 | 4.98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 347,307 | 7.50 | 23,689 | 12.44 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 37,897 | 280.84 | 2,585 | 298.77 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 19,873 | 0.61 | 1,356 | 5.20 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 782 | 3,810.00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 77,169 | 80.99 | 5,264 | 89.32 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 10,797 | 56.25 | 736 | 63.56 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 654,293 | 4.10 | 44,629 | 8.89 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11,012,886 | 564.79 | 751,160 | 595.35 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 36,496 | 2,489 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 462 | 214.29 | 32 | 244.44 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 158,384 | 9.81 | 10,803 | 14.86 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 7,924 | 540 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,240 | 100.00 | 85 | 110.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,435 | 96 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 6,537 | 20.70 | 446 | 26.06 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 221 | 15 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 94,001 | 6.50 | 6,412 | 18.57 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 76,849 | 24.55 | 5,242 | 30.28 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 18,621 | 1.60 | 1,270 | 6.28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 233,812 | 7.46 | 15,948 | 12.40 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 12,084 | 11.58 | 824 | 16.71 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 19,434 | 4.41 | 1,326 | 9.23 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 7,664 | 523 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 34,957 | 1.67 | 2,384 | 6.33 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 22,231 | 1.15 | 1,516 | 5.79 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 40,079 | 1.92 | 2,734 | 6.59 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 65,369 | 14.39 | 4,459 | 19.65 |
