Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional Core Fixed Income ETF meliputi True Link Financial Advisors, LLC, Concord Asset Management, LLC/VA, Beacon Harbor Wealth Advisors, Inc., Summit Wealth Group Llc / Co, Northern Trust Corp, rebel Financial LLC, Fiduciary Alliance LLC, Sei Investments Co, Keb Asset Management, Llc, DDD Partners, LLC, Destination Wealth Management, Jacobi Capital Management LLC, Legacy Capital Wealth Partners, LLC, Exchange Traded Concepts, Llc, Pnc Financial Services Group, Inc., CoreCap Advisors, LLC, Kilter Group LLC, Salem Investment Counselors Inc, dan First PREMIER Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 608,210 | 5.39 | 26 | 4.17 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 34,402 | 0.05 | 1,454 | 0.48 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 6,793 | 1.25 | 287 | 1.77 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 405,103 | 5.16 | 17,120 | 5.66 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 13,222 | 0.46 | 559 | 0.90 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 113,392 | 1.89 | 4,769 | 3.85 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 227,808 | 4.43 | 9,627 | 4.93 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 1,474,842 | 9.56 | 62,327 | 10.09 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 124,869 | 1.85 | 5,277 | 2.33 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 198,224 | 1.50 | 8,377 | 1.97 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 2,823,753 | 119,332 | ||||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 217,370 | 4.02 | 9,186 | 4.52 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 22,303 | 0.85 | 943 | 1.29 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,070 | 59.70 | 45 | 60.71 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 151,753 | 0.89 | 6,413 | 1.38 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 14,430 | 41.87 | 610 | 42.62 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 218,813 | 14.14 | 9,247 | 14.68 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 20,080 | 269.59 | 849 | 271.93 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 28,131 | 1.16 | 1,189 | 1.63 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 17,019 | 4.03 | 719 | 4.51 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 27,343 | 2.10 | 1,156 | 2.58 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 638,947 | 26.38 | 26,919 | 29.01 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5,758 | 243 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 19,927 | 0.54 | 842 | 1.08 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 18,428 | 18.55 | 779 | 21.37 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 11,512,852 | 1.85 | 486,533 | 2.34 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 178,694 | 683.23 | 7,552 | 687.38 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 7,968 | 60.35 | 337 | 61.54 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1,361,482 | 2.11 | 57,536 | 2.60 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 106,571 | 8.39 | 4,504 | 8.90 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7,563 | 17.64 | 320 | 18.15 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 107,088 | 7.95 | 4,526 | 8.46 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,878,822 | 36.20 | 121,659 | 36.85 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 640,180 | 3.40 | 27,054 | 3.89 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 671,886 | 8.53 | 28,192 | 11.64 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 67,800 | 6.85 | 2,865 | 7.38 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 31,175 | 271.97 | 1,317 | 274.15 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 580,061 | 0.70 | 24,368 | 0.32 | ||||
| 2025-06-03 | 13F | Invst, LLC | 24,584 | 47.59 | 1,034 | 50.51 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 211,616 | 3.78 | 8,943 | 4.27 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 6,654 | 2.83 | 281 | 3.31 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 377,883 | 5.31 | 15,848 | 5.63 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 54,984 | 6.08 | 2,324 | 6.56 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 227,250 | 7.84 | 9,604 | 8.35 | ||||
| 2025-08-14 | 13F | Clg Llc | 107,818 | 4.89 | 4,556 | 5.39 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 106,481 | 2.23 | 4,500 | 2.72 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 21,837 | 0.63 | 923 | 1.10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,094,129 | 0.34 | 46,238 | 0.81 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 107,930 | 8.13 | 4,561 | 8.65 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 359,403 | 4.41 | 15,188 | 4.90 | ||||
| 2025-07-31 | 13F | City State Bank | 276,525 | 2.99 | 11,686 | 3.48 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 15,109 | 2.16 | 639 | 2.57 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 250,840 | 0.58 | 10,600 | 1.06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74,184 | 11.44 | 3,135 | 12.00 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 1,162,317 | 7.99 | 49,120 | 8.50 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 647,115 | 14.89 | 27,347 | 15.44 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 13,964 | 45.93 | 590 | 46.77 | ||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 171,775 | 7,259 | ||||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 1,516,839 | 6.70 | 64,102 | 7.21 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 139,767 | 4.16 | 5,907 | 4.64 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 55,000 | 96.43 | 2,324 | 97.96 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 23,034 | 232.24 | 973 | 234.36 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 916,731 | 0.38 | 38,741 | 0.86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 21,790 | 19.93 | 921 | 20.42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7,568 | 213.25 | 320 | 215.84 | ||||
| 2025-07-21 | 13F | 25 Llc | 12,820 | 3.80 | 542 | 4.24 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2,148,340 | 5.28 | 90,252 | 6.22 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 237,617 | 9.96 | 10,042 | 10.47 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 2,451,980 | 3.35 | 104 | 4.04 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 99,549 | 4,207 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1,352,097 | 9.64 | 57,140 | 10.17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 203,973 | 3.00 | 8,620 | 3.48 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 13,445 | 68.38 | 568 | 69.55 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 286,228 | 5.22 | 12,096 | 5.72 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 22,676 | 1.44 | 958 | 1.91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 609,627 | 0.14 | 25,763 | 0.61 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,006,961 | 2.91 | 42,554 | 3.40 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 127,857 | 5,403 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5,155 | 4.65 | 218 | 4.83 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2,712,518 | 0.96 | 114,631 | 1.44 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9,248 | 13.85 | 391 | 14.37 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 118,775 | 179.00 | 5,019 | 180.39 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 145,022 | 2.60 | 6,129 | 3.08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4,713 | 17.82 | 199 | 18.45 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 20,573 | 0.09 | 869 | 0.58 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 182,459 | 4.33 | 7,711 | 4.83 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 70,148 | 89.53 | 2,964 | 90.49 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 160,995 | 9.23 | 6,804 | 9.74 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 255,982 | 0.84 | 11,001 | 3.03 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14,890 | 0.47 | 629 | 0.96 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 22,782 | 3.72 | 950 | 3.94 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 408,746 | 2.32 | 17,274 | 2.81 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 75,582 | 163.66 | 3,194 | 165.06 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 34,945 | 0.75 | 1,477 | 1.23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 127,848 | 56.25 | 5,403 | 56.99 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 30,929 | 1.28 | 1,307 | 1.79 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 92,253 | 5.45 | 3,899 | 5.95 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 14,884 | 100.51 | 629 | 101.28 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 38,334 | 156.98 | 1,620 | 158.21 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 348,620 | 11.39 | 14,775 | 12.39 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 60,705 | 101.05 | 2,565 | 102.13 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 51,122 | 2 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 2,338 | 32.77 | 99 | 32.43 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 36,536 | 1,544 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 620,998 | 22.25 | 26,243 | 22.83 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 138,221 | 35.45 | 5,841 | 36.09 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 56 | 0 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 11,272 | 15.92 | 476 | 16.38 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,759 | 83.79 | 413 | 84.75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 81,821 | 10.57 | 3,441 | 12.71 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 589,893 | 1.26 | 24,929 | 1.74 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 212,063 | 1.08 | 9 | 0.00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 66,625 | 23.22 | 2,816 | 23.79 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 64,124 | 2,710 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 10,559 | 1.55 | 446 | 2.06 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 108,651 | 5.35 | 4,592 | 5.86 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 365,203 | 16.72 | 15,433 | 17.27 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 379,727 | 13.74 | 16,047 | 14.28 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 475,528 | 0.79 | 20,096 | 1.28 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 440,157 | 25.32 | 18,601 | 25.92 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 75,880 | 59.28 | 3,207 | 60.06 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 69,732 | 0.28 | 2,947 | 0.75 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 146,816 | 68.87 | 6,204 | 69.69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,280 | 119.18 | 54 | 125.00 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 38,519 | 131.40 | 1,628 | 132.43 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 39,870 | 3.90 | 1,685 | 4.40 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 136,570 | 24.19 | 5,771 | 24.78 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 21,411 | 4.70 | 905 | 5.12 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 79,392 | 5.94 | 3,355 | 6.47 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 286,492 | 5.73 | 12,107 | 6.24 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 79,391 | 6.67 | 3,355 | 7.19 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,794 | 118 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 127,971 | 0.69 | 5,370 | 0.45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 110 | 5 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 406,639 | 1,141.84 | 17,185 | 1,147.93 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 912,879 | 5.10 | 38,578 | 5.60 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 66,149 | 10.33 | 2,795 | 10.87 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 683,067 | 10.57 | 28,866 | 11.10 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 161,396 | 0.07 | 6,821 | 0.55 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 477,748 | 106.72 | 20,190 | 107.71 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 93,363 | 24.90 | 3,946 | 25.92 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 468,741 | 0.77 | 19,809 | 1.25 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 50,653 | 24.99 | 2,141 | 25.29 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 329,237 | 6.44 | 13,914 | 6.94 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 26,872 | 3.52 | 1,136 | 4.03 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 72 | 3 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 153,954 | 0.92 | 6,506 | 1.40 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 455,667 | 5.63 | 19,256 | 6.13 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 288,803 | 1.74 | 12,205 | 2.22 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5,310 | 224 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,559 | 235 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8,447 | 1.70 | 357 | 4.09 | ||||
| 2025-08-14 | 13F | UBS Group AG | 16,252 | 406,200.00 | 687 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 93,172 | 19.48 | 3,937 | 20.07 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 406,889 | 61.37 | 17,195 | 62.14 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 282,024 | 5.63 | 11,887 | 5.86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 143,506 | 6.28 | 6,065 | 6.80 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 22,650 | 13.39 | 1 | |||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 13,897 | 1.12 | 584 | 0.69 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2,374,378 | 23.72 | 100,341 | 24.31 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 11,794 | 81.39 | 496 | 85.07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17,859 | 755 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3,037,152 | 1.24 | 128,350 | 1.72 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 13,554 | 6.35 | 573 | 6.72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 731,207 | 1.39 | 30,901 | 1.87 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 682,530 | 4.71 | 28,844 | 5.21 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 53,493 | 1.68 | 2,260 | 2.12 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 44,000 | 525.80 | 1,859 | 530.17 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 241,427 | 4.38 | 10 | 11.11 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7,250 | 10.69 | 306 | 11.27 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 69,216 | 28.24 | 2,925 | 28.85 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 786,000 | 0.70 | 33,216 | 1.18 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 8,067 | 0.14 | 341 | 0.59 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 171,578 | 2.52 | 7,251 | 3.00 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 294,699 | 7.00 | 12,454 | 7.51 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 451,495 | 4.30 | 19,080 | 4.80 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 434 | 18 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 458,811 | 1.95 | 19 | 5.56 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 37,167 | 0.42 | 1,571 | 0.90 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 498,018 | 5.48 | 21,046 | 5.98 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 161,032 | 3.88 | 6,805 | 4.37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2,037,414 | 6.48 | 86,101 | 6.99 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 343,110 | 7.18 | 14,500 | 7.38 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 138,994 | 4.53 | 5,874 | 5.03 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 10,905 | 0.04 | 461 | 0.44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52,625 | 16.46 | 2,224 | 17.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8,035 | 0.11 | 340 | 0.59 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 506,461 | 7.47 | 21,403 | 7.99 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 5,336 | 1.85 | 225 | 2.27 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 7,189 | 304 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 33,562 | 8.44 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,031,555 | 12.28 | 44 | 13.16 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 112,349 | 4.83 | 4,748 | 5.33 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 273,132 | 0.61 | 11,491 | 1.67 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 88 | 4 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1,491,156 | 1.45 | 63,016 | 1.93 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 216,509 | 1.91 | 9,150 | 2.40 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 356,717 | 18.12 | 15,075 | 18.68 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 81,408 | 19.27 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,730 | 1.17 | 73 | 2.82 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,527 | 0.30 | 445 | 0.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 134,328 | 113.92 | 5,677 | 114.92 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13,796 | 0.69 | 583 | 1.39 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 266,053 | 10.70 | 11,243 | 11.23 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 97,740 | 17.65 | 4,131 | 18.20 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 152,668 | 9.44 | 6,451 | 9.95 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 119,413 | 6.83 | 5,046 | 7.34 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 18,302 | 0.82 | 775 | |||||
| 2025-08-07 | 13F | PFG Advisors | 148,369 | 0.72 | 6,270 | 1.21 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 2,502,325 | 3.02 | 105,748 | 3.51 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 105,236 | 0.38 | 4,447 | 0.86 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 413,606 | 9.97 | 17,479 | 10.49 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 325,910 | 5.53 | 13,773 | 6.03 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 7,983 | 26.84 | 337 | 27.65 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 45,187 | 13.77 | 1,910 | 16.47 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 84,813 | 47,018.33 | 3,584 | -25.69 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 59,269 | 0.99 | 2,505 | 1.46 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 11,932 | 1.20 | 504 | 1.82 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 37,201 | 1,572 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 5,068 | 0.28 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 12,438 | 526 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 10,764 | 455 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 105,686 | 2.41 | 4,466 | 2.90 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 10,480 | 443 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 36,997 | 1.72 | 1,563 | 2.22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 35,726 | 50.62 | 1,510 | 51.35 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 274,299 | 44.43 | 11,592 | 45.12 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 19,466 | 10.41 | 1 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 43,109 | 0.56 | 1,816 | 2.02 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 32,304 | 19.59 | 1,365 | 20.16 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5,899 | 0.87 | 249 | 1.63 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 6,544 | 1.19 | 277 | 1.85 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 249,788 | 5.67 | 11 | 11.11 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 349,249 | 64.99 | 14,759 | 68.94 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 60,222 | 2,545 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 182,459 | 7,711 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 25,763 | 3.06 | 1,089 | 3.52 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 38,559 | 8.28 | 1,630 | 8.82 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 334,287 | 5.67 | 14,127 | 6.17 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 188,921 | 0.82 | 7,984 | 1.29 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 9,914 | 419 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 52,547 | 0.67 | 2,221 | 1.14 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 6,490 | 2.20 | 270 | 3.05 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 14,108 | 7.51 | 596 | 8.17 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 351,836 | 11.38 | 14,869 | 11.89 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 643 | 1.26 | 27 | 3.85 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 222,743 | 18.89 | 9,413 | 19.47 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | 0 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 64,938 | 80.28 | 2,744 | 81.12 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 400,555 | 8.47 | 16,927 | 8.99 |
