Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF meliputi Maseco Llp, B&D White Capital Company, LLC, Atlas Private Wealth Advisors, Midwest Trust Co, Sei Investments Co, Wesbanco Bank Inc, Summit Wealth Group Llc / Co, Legacy Capital Wealth Partners, LLC, Eaton Financial Holdings Company, LLC, Schneider Downs Wealth Management Advisors, LP, Cookson Peirce & Co Inc, EWG Elevate Inc., Cedar Point Capital Partners, LLC, rebel Financial LLC, Wharton Business Group, LLC, Live Oak Private Wealth LLC, Hancock Whitney Corp, Fft Wealth Management Llc, Meredith Wealth Planning, dan Exchange Traded Concepts, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Shearwater Capital LLC | 1,704,261 | 3.00 | 61,081 | 11.90 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 34,402 | 30.77 | 1 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1,901,625 | 4.78 | 68,154 | 13.84 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 324 | 12 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 236,970 | 6.57 | 8,493 | 15.77 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 4,080,082 | 47.14 | 146,230 | 59.85 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 75,496 | 179.77 | 2,706 | 203.93 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 32,658 | 0.30 | 1,170 | 8.94 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 490,049 | 5.84 | 17,563 | 14.99 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 20,564 | 54.56 | 737 | 68.26 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 324,443 | 3.29 | 11,628 | 12.22 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 772,386 | 9.42 | 27,682 | 18.87 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 925,272 | 0.14 | 33,162 | 8.79 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 9,407 | 4.51 | 337 | 13.85 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 35,483 | 27.73 | 1,272 | 38.76 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 580,020 | 2.18 | 20,788 | 11.01 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1,105,705 | 1.21 | 39,628 | 9.96 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 190,086 | 2.56 | 6,813 | 11.42 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 1,975,570 | 0.66 | 70,804 | 9.36 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 69,636 | 178.99 | 2,496 | 203.16 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 958,576 | 5.54 | 34,355 | 14.65 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1,352,041 | 7.88 | 48,457 | 17.20 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 111,426 | 26.23 | 3,993 | 37.12 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 710,019 | 1.00 | 25,447 | 9.72 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3,208,908 | 1.90 | 115,007 | 10.71 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 64,800 | 483.78 | 2,322 | 534.43 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 15,266 | 500.31 | 547 | 639.19 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 96,820 | 195.12 | 3,470 | 220.70 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 219,638 | 11.61 | 7,872 | 21.24 | ||||
| 2025-08-07 | 13F | Nwam Llc | 243,614 | 6.83 | 8,731 | 16.06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,983,445 | 5.96 | 71,087 | 15.12 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,072 | 38 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 493,258 | 4.39 | 17,678 | 13.41 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 3,093,882 | 9.95 | 111 | 19.57 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 62,505 | 404.81 | 2,240 | 449.02 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 35,086 | 4.03 | 1,257 | 13.04 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 101,145 | 2.82 | 3,625 | 11.71 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 137,620 | 4.24 | 4,932 | 13.25 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 592,874 | 21,249 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 590,085 | 15.01 | 21,149 | 24.94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6,043,740 | 2.19 | 216,608 | 11.02 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 836 | 30 | ||||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 30,402 | 1 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 820,893 | 1.76 | 29,421 | 10.55 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 9,091 | 0.30 | 326 | 8.70 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 8,826 | 316 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 16,416 | 588 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 6,806 | 244 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3,537,788 | 6.70 | 126,794 | 15.92 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 41,458 | 0.00 | 1,514 | 22.49 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8,131 | 3.76 | 291 | 12.79 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 1,021,231 | 3.42 | 36,601 | 12.35 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 245,412 | 6.36 | 8,796 | 15.56 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 499 | 18 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 18,757 | 0.17 | 672 | 8.91 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 20,142 | 0.01 | 722 | 8.58 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1,428,736 | 2.87 | 51,206 | 11.76 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 13,472 | 69.33 | 483 | 83.97 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 3,901,103 | 6.65 | 139,816 | 15.87 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 10,662,349 | 4.89 | 382,139 | 13.95 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 2,992,083 | 1.48 | 107,236 | 10.25 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 11,008 | 1.55 | 395 | 10.36 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,476,824 | 2.60 | 52,929 | 11.47 | ||||
| 2025-07-29 | 13F | Schubert & Co | 469,236 | 11.08 | 16,817 | 20.68 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 2,699,138 | 3.90 | 96,737 | 12.87 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 563,574 | 13.04 | 20,198 | 22.81 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 336,024 | 0.53 | 12,043 | 9.21 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 3,592,902 | 1.70 | 128,770 | 10.48 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 14,466 | 518 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 3,674 | 0.30 | 132 | 9.17 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 229,981 | 0.06 | 8,243 | 8.70 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 33,891 | 0.02 | 1,215 | 8.68 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 858,629 | 0.49 | 30,773 | 9.17 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 597,872 | 63.48 | 21,428 | 77.60 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4,341,699 | 0.06 | 155,607 | 8.71 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3,389,273 | 3.02 | 121,472 | 11.92 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 43,734 | 1.17 | 1,567 | 9.89 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 44,527 | 0.03 | 1,596 | 8.65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,375,863 | 1.50 | 120,991 | 10.26 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 3,000 | 108 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 152,227 | 0.18 | 5,456 | 8.84 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 3,055,222 | 1.22 | 109,499 | 9.97 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 23,038 | 156.12 | 826 | 178.72 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 52,567 | 0.96 | 1,884 | 9.73 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12,781,699 | 8.21 | 462,825 | 23.17 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 17,972 | 0.25 | 644 | 8.97 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 491,315 | 7.26 | 16,208 | 10,158.23 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 27,937 | 0.85 | 1,001 | 9.64 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 97,762 | 1,053.53 | 3,504 | 1,155.56 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3,147,537 | 2.05 | 112,808 | 10.87 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 3,509,007 | 2.13 | 125,763 | 10.95 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 47,583 | 5.18 | 1,630 | 16.69 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5,872 | 210 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 303,303 | 9.64 | 10,870 | 19.11 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 188,141 | 1.99 | 6,743 | 10.80 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 101,792 | 20,631.57 | 3,648 | 22,700.00 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 128,339 | 9.82 | 4,600 | 19.30 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 1,177,574 | 2.26 | 42,204 | 11.09 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 1,237,703 | 6.12 | 44,607 | 15.93 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 460,781 | 1.97 | 16,514 | 10.79 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 163,484 | 3.13 | 5,859 | 12.05 | ||||
| 2025-07-23 | 13F | Matisse Capital | 9,431 | 0.30 | 338 | 9.03 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 109,222 | 9.89 | 3,915 | 19.40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,434,639 | 4.85 | 51 | 13.33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 130,053 | 96.99 | 4,661 | 114.00 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 37,943 | 0.26 | 1,360 | 8.89 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 938,746 | 3.15 | 33,645 | 12.06 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 758,345 | 53.90 | 27,179 | 67.20 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1,503,141 | 111.28 | 53,873 | 129.54 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 589,951 | 0.62 | 21,144 | 9.31 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 7,236 | 0.07 | 259 | 8.82 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 27,530 | 38.73 | 987 | 50.76 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 4,190,962 | 4.70 | 150,204 | 13.74 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 3,349,885 | 10.26 | 123 | 22.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,215,953 | 2.49 | 115,260 | 11.35 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 992,552 | 1.93 | 35,573 | 10.74 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,833,081 | 7.12 | 173,218 | 16.37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6,862 | 0.07 | 246 | 9.38 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 795,734 | 8.25 | 28,519 | 17.60 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 54,686 | 0.02 | 1,960 | 8.65 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 761,703 | 1.06 | 27,299 | 9.79 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 60,082 | 0.17 | 1,982 | -4.44 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 347,846 | 1.51 | 12,467 | 10.28 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 8,483 | 8.09 | 304 | 17.83 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 10,814,333 | 15.48 | 348,979 | 4.48 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 132,615 | 2.50 | 4,753 | 11.34 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 158,708 | 8.97 | 5,688 | 18.40 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 4,716 | 41.49 | 169 | 55.05 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 79,546 | 2,851 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 13,726 | 492 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 127,890 | 4,584 | ||||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8,516 | 305 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 8,405 | 0.29 | 301 | 9.06 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 140,000 | 2.52 | 5,018 | 11.39 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 1,765,259 | 1.28 | 63,267 | 10.03 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1,104,569 | 10.68 | 39,588 | 20.24 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 761,413 | 0.58 | 27,289 | 9.27 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6,422 | 230 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 21,846 | 783 | ||||||
| 2025-07-15 | 13F | Vestment Financial LLC | 1,004,773 | 3.11 | 36,338 | 12.42 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 226,513 | 1.19 | 8,118 | 9.94 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 794,892 | 2.29 | 28,487 | 11.12 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 700,112 | 2.87 | 25,092 | 11.75 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2,210 | 79 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 8,809,842 | 108.94 | 315,745 | 127.00 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 356,460 | 12.70 | 12,774 | 22.44 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 180,577 | 10.98 | 6,472 | 20.55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68,457 | 142.76 | 2,453 | 163.76 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 22,880 | 123.22 | 3 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 5,620 | 201 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 105,843 | 2.46 | 3,793 | 11.33 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 36,300 | 0.64 | 1,301 | 9.34 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 75,651 | 32.85 | 2,711 | 44.36 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 35,483 | 0.57 | 1,272 | 9.29 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 143,429 | 1.54 | 5,194 | 11.08 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 12,385 | 444 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 397,638 | 2.10 | 14,251 | 10.92 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 975 | 35 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 86,542 | 3.89 | 3,102 | 12.85 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 10,282 | 0 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 49,829 | 0.04 | 1,786 | 8.64 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 14,755 | 41.26 | 529 | 53.49 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 20,514 | 100.00 | 735 | 117.46 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 17,118 | 0.30 | 624 | 17.33 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3,289,923 | 6.96 | 117,911 | 16.20 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 6,832 | 0.25 | 245 | 8.93 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 1,463,137 | 10.34 | 52,439 | 19.87 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 11,294 | 405 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 57,377 | 1.48 | 2,056 | 10.24 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 168,808 | 242.69 | 6,050 | 272.31 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 1,888,686 | 4.81 | 67,691 | 13.87 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 454,937 | 1.63 | 16,305 | 10.37 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 19,376 | 3.28 | 694 | 12.30 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 15,617 | 7.80 | 560 | 17.19 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 472 | 0.21 | 17 | 6.67 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 5,846 | 210 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15,569 | 3.84 | 1 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 144,186 | 5,168 | ||||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3,664,626 | 2.22 | 131,340 | 11.05 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1,092,250 | 1.37 | 39,146 | 10.12 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 15,211 | 545 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 3,494,353 | 0.42 | 125,238 | 9.10 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1,310,513 | 4.06 | 46,969 | 13.05 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 93,885 | 4.66 | 3,365 | 13.69 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 24,135 | 15.32 | 796 | 10.10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 44,143 | 46.48 | 1,582 | 59.15 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11,389 | 408 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 70,640 | 1.10 | 2,532 | 9.80 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 5,212 | 0.31 | 187 | 8.77 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 20,599 | 744 | ||||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 744,592 | 6.35 | 26,719 | 15.69 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 42,329 | 0.70 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 57,831 | 2,073 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 133,236 | 20.52 | 4,775 | 30.93 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 15,628 | 76.97 | 563 | 90.85 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 8,557 | 0.30 | 307 | 8.90 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1,850,414 | 101.30 | 66,319 | 118.69 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 32,274 | 1,157 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 98,464 | 0.99 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5,800 | 208 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 972,075 | 13.72 | 34,839 | 23.54 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 1,170,032 | 0.63 | 41,934 | 9.32 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 6,009 | 215 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11,304 | 2.74 | 405 | 11.88 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 10,841 | 0.30 | 389 | 8.99 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 300,211 | 0.00 | 10,760 | 8.64 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 16,910 | 0.30 | 606 | 8.99 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 15,201 | 0.30 | 545 | 9.02 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 880,460 | 4.45 | 31,556 | 13.47 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 920,871 | 3.05 | 33,004 | 11.96 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 6,118 | 219 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8,822 | 316 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 157,969 | 5,662 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 23,580 | 845 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 21,001 | 1.53 | 753 | 10.26 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13,374 | 1.48 | 479 | 10.37 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 10,742,511 | 1.64 | 385,012 | 10.42 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 81,418 | 7.33 | 2,918 | 16.63 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 7,377 | 0.30 | 264 | 9.09 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,555 | 0.07 | 342 | 8.92 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 465,257 | 2.98 | 16,675 | 11.88 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 100,579 | 6.58 | 3,605 | 10.42 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 47,981 | 26.25 | 1,720 | 37.19 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 56,562,304 | 5.18 | 2,027,197 | 14.27 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 701,057 | 3.60 | 25,126 | 12.55 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 620,023 | 0.79 | 22,222 | 9.49 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 150,469 | 0.30 | 5,393 | 8.95 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 104,196 | 10.26 | 3,734 | 19.79 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 46,057 | 8.41 | 1,651 | 17.77 | ||||
| 2025-08-14 | 13F | Betterment LLC | 2,961,360 | 16.00 | 106 | 26.19 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,465,411 | 5.90 | 52,520 | 15.05 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 32,094 | 1,150 | ||||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 8,302 | 298 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 649 | 0.31 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 95,508 | 14.41 | 3,423 | 24.34 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 32,981 | 7.59 | 1,182 | 16.91 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 66,981 | 1.91 | 2,401 | 10.70 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 42,090 | 0.30 | 1,509 | 8.96 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 23,349 | 0.09 | 837 | 8.71 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 851,416 | 54.65 | 30,515 | 68.01 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,492,982 | 5.74 | 54 | 15.22 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 2,816,105 | 2.82 | 100,929 | 11.71 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 101,111 | 2.06 | 3,624 | 10.86 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 8,101 | 0.30 | 290 | 9.02 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 2,516,240 | 8.75 | 90,182 | 18.15 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6,068 | 217 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 2,008,195 | 1.16 | 71,974 | 9.90 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2,094,750 | 3.56 | 75,076 | 12.51 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 28,562 | 0.18 | 1,024 | 8.83 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 1,317,429 | 4.68 | 47,217 | 13.72 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 2,032,769 | 2.67 | 72,854 | 11.54 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 5,854 | 5.50 | 193 | 1.05 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 53,969 | 53.97 | 1,934 | 67.30 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 84,475 | 0.02 | 3,028 | 8.65 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 32,441 | 0.30 | 1,163 | 8.90 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 27,973 | 1,003 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,007 | 30.07 | 502 | 41.41 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 23,188 | 0.30 | 831 | 9.06 | ||||
| 2025-07-31 | 13F | City State Bank | 76,311 | 2.25 | 2,735 | 11.05 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,069 | 11.26 | 433 | 21.01 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 25,497 | 9.16 | 914 | 18.57 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 23,383 | 1.41 | 838 | 15.91 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 38,986 | 0.30 | 1,397 | 8.97 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1,981,414 | 3.39 | 71,014 | 20.94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 54,829,103 | 5.02 | 1,965,075 | 14.10 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 194,842 | 7.37 | 6,983 | 16.66 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 26,773 | 0.67 | 981 | 11.74 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 35,848 | 7.32 | 1,183 | -0.76 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 660,840 | 6.56 | 23,685 | 15.77 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 39,465 | 1,414 | ||||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 1,420,278 | 15.48 | 50,903 | 25.46 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 456,678 | 15.95 | 16,367 | 25.97 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 7,780 | 0.15 | 279 | 8.59 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 2,702,245 | 6.08 | 96,848 | 15.25 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 1,135,804 | 38.48 | 41,400 | 45.92 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 6,414 | 0.36 | 230 | 9.05 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 156,566 | 17.55 | 5,611 | 27.70 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 43,865 | 0.01 | 1,572 | 8.71 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 264,491 | 4.21 | 9,479 | 13.22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 436,238 | 9.13 | 15,635 | 18.16 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 80,694 | 12.85 | 2,892 | 22.65 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 287,575 | 0.62 | 10,307 | 9.31 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 21,994 | 788 | ||||||
| 2025-07-14 | 13F | Chico Wealth RIA | 1,639,124 | 0.90 | 58,746 | 9.62 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 696,150 | 23.62 | 24,950 | 34.30 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 61,523 | 0.61 | 2,205 | 9.27 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 8,677 | 0.05 | 317 | 10.49 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 5,816 | 208 | ||||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 93,077 | 27.39 | 3,336 | 38.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 17,435,874 | 0.44 | 624,902 | 9.12 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7,857 | 50.00 | 282 | 63.37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 140,511 | 7.29 | 5,036 | 16.55 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 8,726 | 313 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 17,253 | 3.00 | 618 | 11.96 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 24,000 | 94.62 | 24 | -94.09 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 2,300,751 | 0.61 | 82,459 | 9.30 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 71,361 | 0.30 | 2,558 | 8.95 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 11,201 | 0.30 | 401 | 8.97 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 10,593 | 0.29 | 380 | 4.12 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 725,921 | 9.24 | 26,017 | 18.67 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 16,016 | 0.29 | 574 | 9.13 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 92,807 | 9.20 | 3,326 | 18.66 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 6,658 | 239 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 32,599 | 1,182 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 48,163 | 8.37 | 1,726 | 17.74 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2,363 | 276.27 | 85 | 320.00 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 6,000 | 215 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 10,299 | 369 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 762,261 | 8.88 | 27,319 | 18.29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 13,182 | 0.47 | 472 | 9.26 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 116,745 | 5.16 | 4,184 | 14.25 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,186,959 | 42,535 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 15,926 | 3.89 | 571 | 12.87 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 27,486 | 45.86 | 985 | 58.62 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 34,660 | 0.06 | 1,242 | 8.76 | ||||
| 2025-07-21 | 13F | 25 Llc | 76,817 | 1.89 | 2,753 | 10.70 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 46,933 | 5.20 | 1,682 | 14.34 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 3,362,415 | 5.27 | 121,181 | 15.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 197,214 | 17.66 | 7,068 | 27.84 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 115,461 | 1,146.61 | 4,138 | 1,256.72 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 20,905 | 14.10 | 749 | 24.01 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 739,089 | 26,489 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 74,775 | 43.67 | 2,726 | 68.31 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 44,846 | 28.31 | 1,607 | 39.38 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 23,705 | 0.14 | 850 | 8.85 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 327,702 | 1.85 | 11,745 | 10.65 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 96,678 | 3,465 | ||||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 53,627 | 1,922 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 26,015 | 0.27 | 932 | 9.01 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1,267,977 | 0.01 | 45,444 | 8.65 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 923,746 | 4.76 | 33,107 | 13.81 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 84,146 | 1.95 | 3,016 | 10.76 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 171,695 | 17.20 | 6,154 | 27.34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 179 | 9.15 | ||||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 630,822 | 14.31 | 20,811 | 9.02 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 39,006 | 53.60 | 938 | 12.07 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 170,197 | 0.01 | 6,100 | 8.64 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 5,951 | 213 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 69,332 | 38.45 | 2,485 | 50.36 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 235,633 | 4.07 | 8,445 | 13.07 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 120,015 | 2.17 | 4,384 | 14.29 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4,380 | 157 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 940,232 | 0.86 | 33,698 | 15.01 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 365,195 | 1.45 | 13,246 | 26.36 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 20,586 | 13.78 | 738 | 23.66 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2,207,897 | 0.77 | 79,131 | 9.47 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 5,701 | 204 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 915,763 | 19.51 | 32,821 | 29.84 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 711,456 | 16.79 | 23,471 | 11.39 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 26,779 | 44.13 | 960 | 56.70 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2,121,805 | 9.35 | 76,045 | 18.80 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1,564,813 | 9.38 | 56,083 | 18.83 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 37,276 | 0.16 | 1,336 | 8.80 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 14,848 | 1 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 7,100 | 1,083.33 | 254 | 1,236.84 | |||
| 2025-07-02 | 13F | S. R. Schill & Associates | 23,826 | 0.30 | 854 | 8.94 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 23,921 | 0.17 | 857 | 8.89 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 29,036 | 1,041 | ||||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 6,907 | 248 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 40,969,925 | 1.62 | 1,468,362 | 10.40 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 33,900 | 1,215 | ||||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 617,042 | 1.32 | 22,115 | 10.07 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 266,303 | 1.78 | 9,544 | 10.58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 36,600 | 120.48 | 1,312 | 139.67 | |||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 56,334 | 40.21 | 2,019 | 52.38 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2,622,336 | 11.59 | 93,985 | 21.23 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 1,736,307 | 3.13 | 62,229 | 12.04 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 517,280 | 1.43 | 18,539 | 10.19 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 118,989 | 10.34 | 4 | 33.33 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 14,359 | 0.74 | 515 | 9.36 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 169 | 6 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 234,158 | 1.12 | 8,392 | 9.87 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 4,873 | 175 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 8,036,958 | 3.51 | 288,045 | 12.46 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 1,747,982 | 4.02 | 62,648 | 13.00 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 59,966 | 292.99 | 2,149 | 327.24 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 2,189,067 | 2.91 | 78,456 | 11.81 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 169,605 | 290.45 | 6 | 500.00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9,945 | 56.99 | 356 | 71.15 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 14,117 | 11.13 | 1 | |||||
| 2025-07-11 | 13F | Scratch Capital Llc | 550,603 | 27.17 | 19,734 | 38.16 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3,744,938 | 5.52 | 134,218 | 14.65 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 227,298 | 0.29 | 8,115 | 9.16 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 435,034 | 17.96 | 15,592 | 28.15 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 9,687 | 6.19 | 355 | 21.99 | ||||
| 2025-08-08 | 13F | Creative Planning | 2,335,241 | 0.74 | 83,695 | 9.45 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12,538 | 0.18 | 449 | 8.98 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 437,749 | 25.96 | 15,689 | 36.85 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 1,222,837 | 3.70 | 43,826 | 12.66 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1,732,376 | 20.72 | 62,088 | 31.15 | ||||
| 2025-08-11 | 13F | Pollock Investment Advisors, LLC | 124,401 | 96.84 | 4,459 | 113.92 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 130,529 | 9.55 | 4,678 | 19.03 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,538,651 | 21.19 | 198,505 | 35.78 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 14,477 | 0.99 | 519 | 9.75 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 205,594 | 4.57 | 7,369 | 13.62 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 24,259 | 38.52 | 869 | 50.61 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 16,216 | 2.11 | 581 | 11.09 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 1,307,267 | 8.54 | 46,852 | 17.92 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 140,800 | 4.59 | 5,046 | 13.62 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 183,110 | 0.47 | 6,563 | 9.15 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 212,725 | 12.00 | 7,624 | 21.69 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 81,408 | 2,918 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 151,726 | 13.05 | 5,438 | 22.81 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 1,812,543 | 4.36 | 64,962 | 13.37 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5,624 | 202 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 124,510 | 0.09 | 4,462 | 8.72 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 12,007 | 430 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 713,091 | 2.99 | 25,557 | 11.89 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 295,357 | 1,517.07 | 11 | |||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 24,868 | 0.30 | 891 | 9.06 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 3,188 | 50.73 | 114 | 65.22 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 676,493 | 6.58 | 24,381 | 25.36 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 41,244 | 31.90 | 1,478 | 43.36 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 965,159 | 1.00 | 34,591 | 9.73 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 64,862 | 2,388 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31,898 | 234.36 | 1,143 | 264.01 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 27,452 | 0.30 | 984 | 8.98 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 68,897 | 30.06 | 2,469 | 41.33 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 2,151,141 | 1.03 | 77,097 | 9.76 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 2,073 | 0.34 | 74 | 8.82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3,070,746 | 2.89 | 110,056 | 11.78 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 14,875 | 0.01 | 533 | 8.78 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 1,849,535 | 68.99 | 66,287 | 83.59 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 331,926 | 0.54 | 11,896 | 9.23 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 36,726 | 0.17 | 1,316 | 8.85 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 76,644 | 17.16 | 2,528 | 11.76 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 303,661 | 33.01 | 10,883 | 44.51 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 21,700 | 88.55 | 778 | 105.01 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 1,191,249 | 2.01 | 42,694 | 10.82 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 10,127 | 4.22 | 363 | 12.77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 310,008 | 8.43 | 11,111 | 17.79 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 58,039 | 8.84 | 2,080 | 18.25 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 2,444,459 | 4.55 | 87,609 | 13.59 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4,964,241 | 1.47 | 177,918 | 10.23 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 544,266 | 1.51 | 20 | 11.76 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 27,708 | 1,014 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 114,905 | 160.82 | 4,118 | 183.41 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 16,156 | 521 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 69,251 | 0.30 | 2,482 | 8.96 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 109,059 | 37.01 | 3,909 | 48.88 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 14,175 | 508 | ||||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 93,828 | 21.61 | 3,363 | 32.10 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6,885 | 0.29 | 247 | 8.85 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 31,121 | 2.62 | 1,127 | 12.60 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 29,030 | 108.58 | 1,040 | 126.58 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 14,051 | 5.03 | 504 | 14.06 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 52,045 | 0.01 | 1,865 | 8.68 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 32,891 | 0.01 | 1,179 | 8.57 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 92,009 | 27.61 | 3,298 | 38.65 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 291,758 | 3.55 | 10,457 | 12.49 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 16,897 | 19.99 | 606 | 30.39 | ||||
| 2025-07-28 | 13F | Baker Boyer National Bank | 1,811,981 | 0.22 | 64,941 | 8.88 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 519,907 | 0.91 | 18,633 | 9.63 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 49,460 | 0.01 | 1,773 | 8.65 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 38,896,661 | 2.91 | 1,394,056 | 11.80 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 28,962 | 69.18 | 1,038 | 83.87 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 13,720 | 10.17 | 492 | 19.76 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 865,618 | 4.50 | 31,024 | 13.52 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 400,819 | 2.13 | 14,365 | 10.95 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10,378 | 0.17 | 372 | 8.80 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3,997,319 | 2.82 | 143,264 | 11.70 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 741,701 | 6.40 | 26,583 | 15.59 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,115,586 | 17.18 | 39,983 | 27.31 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 132,620 | 3.82 | 4,753 | 12.79 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 108,537 | 0.11 | 3,890 | 8.75 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8,164 | 0.29 | 293 | 8.96 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 807,630 | 1.53 | 28,945 | 10.30 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 34,481 | 1.86 | 1,236 | 11.26 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 940,536 | 10.70 | 33,708 | 20.24 | ||||
| 2025-08-07 | 13F | PFG Advisors | 222,441 | 5.30 | 7,972 | 14.41 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 11,024 | 1.41 | 395 | 10.34 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 122,665 | 235,794.23 | 4,396 | 2.02 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 15,203 | 0.01 | 545 | 8.58 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 5,661 | 203 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 234,609 | 0.01 | 8,408 | 8.64 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 104,951 | 158.44 | 3,761 | 180.88 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 6,762 | 10.63 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 179,528 | 11.09 | 6,434 | 20.69 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 1,760,277 | 6.65 | 63,088 | 15.86 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 706 | 25 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 15,801 | 0.30 | 566 | 9.06 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 733,965 | 2.81 | 26,305 | 11.69 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17,119 | 0.10 | 565 | -4.57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 451,293 | 1.04 | 16,174 | 9.77 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 20,469 | 0.30 | 734 | 8.92 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 357,826 | 6.46 | 13 | 9.09 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 10,210 | 0.30 | 366 | 4.58 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 57,813 | 2,117 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4,186,694 | 5.48 | 150,051 | 14.60 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 131,368 | 4,708 | ||||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 2,309,292 | 2.63 | 85 | 14.86 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 163,674 | 15.33 | 5,866 | 25.32 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 374,658 | 1.09 | 13,428 | 9.82 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 118,112 | 63.81 | 4,233 | 78.01 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 21,472 | 0.29 | 770 | 8.92 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 84,146 | 3,016 | ||||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 26,924 | 0.12 | 888 | -4.52 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 1,404,950 | 4.16 | 50 | 13.64 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 29,062 | 0.24 | 1,042 | 8.89 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 66,864 | 3.88 | 2,396 | 12.86 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 149,745 | 2.06 | 5,632 | 16.10 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 482,206 | 1.09 | 17,282 | 9.82 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 8,671 | 0.29 | 311 | 8.77 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 6,885 | 12.85 | 247 | 22.39 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 13,430 | 481 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 298,484 | 10.55 | 10,698 | 20.10 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 146,848 | 4.46 | 5,263 | 13.50 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 182,138 | 6,528 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,450 | 124 | ||||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 840,212 | 4.15 | 30,113 | 13.15 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 13,598 | 102.20 | 487 | 120.36 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11,869 | 425 | ||||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 9,603 | 0.25 | 317 | -4.53 |
