Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF meliputi Maseco Llp, Premier Financial Group, Midwest Trust Co, Modern Wealth Management, LLC, B&D White Capital Company, LLC, Accurate Wealth Management, LLC, Schubert & Co, Breakwater Capital Group, M Holdings Securities, Inc., Bayshore Asset Management, Llc, Werba Rubin Papier Wealth Management, Legacy Capital Wealth Partners, LLC, Higgins & Schmidt Wealth Strategies LLC, Conrad Siegel Investment Advisors, Inc., Cetera Investment Advisers, Northern Trust Corp, Triad Wealth Partners, LLC, Cascade Financial Partners, LLC, Tableaux Llc, dan Dynamic Advisor Solutions 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 514,321 | 4.54 | 15,265 | 17.26 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 563,100 | 4.57 | 17 | 14.29 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85,955 | 0.99 | 2,551 | 13.33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 59,551 | 20.63 | 1,767 | 35.30 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 164,558 | 33.40 | 4,884 | 49.63 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 200,345 | 13.16 | 5,946 | 26.94 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 20,166 | 30.18 | 599 | 47.65 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1,723,511 | 29.02 | 51,154 | 44.72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 142,347 | 12.44 | 4,225 | 26.13 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 633,796 | 0.93 | 18,811 | 13.22 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 363,693 | 5.77 | 10,794 | 18.64 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 22,431 | 42.10 | 666 | 59.47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36,318 | 3.30 | 1,087 | 16.88 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 965,303 | 5.23 | 28,650 | 18.03 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 20,756 | 78.29 | 616 | 99.68 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 76,943 | 6.24 | 2,284 | 19.15 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 373,566 | 11.06 | 11,087 | 33.77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 40,754 | 15.33 | 1,210 | 28.48 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 330,831 | 5.34 | 9,819 | 18.17 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,000 | 30 | ||||||
| 2025-07-14 | 13F | Chico Wealth RIA | 18,235 | 5.85 | 541 | 18.90 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18,455 | 94.96 | 548 | 118.80 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 76,463 | 16.35 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8,600 | 255 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 107,424 | 2.42 | 3,188 | 14.88 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 32,497 | 1.12 | 991 | 21.77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6,450,225 | 1.43 | 191,443 | 13.77 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 16,536 | 491 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co | 546,668 | 2.35 | 16,225 | 14.81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 28,779 | 103.24 | 867 | 131.82 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 132,061 | 5.69 | 3,920 | 18.54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6,646 | 197 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 274,232 | 3.30 | 8,139 | 15.87 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6,589,610 | 1.57 | 195,843 | 13.91 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 308,542 | 7.31 | 9,158 | 20.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,231,716 | 3.64 | 36,557 | 16.25 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 29,374 | 4.94 | 872 | 17.70 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27,825 | 45.41 | 826 | 63.04 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24,991 | 6.56 | 742 | 19.52 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 191,661 | 5,688 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 220,968 | 2.61 | 6,558 | 15.11 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 24,336 | 2.69 | 732 | 16.59 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 1,005,577 | 9.05 | 29,846 | 22.33 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1,095,851 | 6.58 | 32,667 | 25.33 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 33,135 | 1.23 | 983 | 13.51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4,632,242 | 10.09 | 137,485 | 23.48 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 10,194 | 9.37 | 303 | 22.76 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 19,189 | 10.70 | 571 | 25.77 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14,148 | 0.31 | 420 | 12.33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7,159 | 212 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 226,492 | 73.11 | 6,722 | 94.17 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 7,733 | 223 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11,658 | 1.06 | 346 | 13.44 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 313,353 | 2.20 | 9,300 | 14.63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,814,600 | 1.53 | 53,857 | 13.88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 56,430 | 0.43 | 1,675 | 12.65 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 182,717 | 3.78 | 5,423 | 16.42 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 32,136 | 3.66 | 954 | 16.22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 610,154 | 10.66 | 18,109 | 24.13 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 215,150 | 6,386 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 925,406 | 2.59 | 27,466 | 15.07 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 235,591 | 2.72 | 6,962 | 13.93 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 53,223 | 11.74 | 1,580 | 25.32 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 430,894 | 27.62 | 12,789 | 43.15 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 650,019 | 1.62 | 19,293 | 13.99 | ||||
| 2025-07-16 | 13F | Jentner Corp | 585,548 | 3.98 | 17,379 | 16.63 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 62,949 | 17.30 | 1,868 | 31.55 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,874,702 | 55,622 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12,365 | 0.82 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27,684 | 0.49 | 1 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 14,946 | 3.40 | 444 | 15.97 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2,433 | 0.62 | 72 | 14.29 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 72,740 | 39.49 | 2,159 | 56.49 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 344 | 54.26 | 10 | 100.00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,359,330 | 0.09 | 40,168 | 18.36 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 37,183 | 15.95 | 1,104 | 35.01 | ||||
| 2025-07-21 | 13F | 25 Llc | 29,657 | 5.60 | 880 | 18.44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 187,758 | 150.75 | 5,573 | 181.27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 683,643 | 1.86 | 20,291 | 14.26 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 773,826 | 5.35 | 23 | 15.79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11,119 | 1,771.89 | 330 | 2,093.33 | ||||
| 2025-07-29 | 13F | Schubert & Co | 38,384 | 1,139 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 135,312 | 4,016 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 567,595 | 0.07 | 17 | 6.67 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 130,143 | 3,863 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 182,266 | 0.66 | 5,410 | 12.90 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 94,613 | 15.37 | 2,808 | 29.46 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 348,782 | 5.11 | 9,229 | 6.19 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 333,261 | 6.44 | 9,891 | 19.40 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16,751 | 15.08 | 497 | 29.09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30,419 | 6.59 | 903 | 19.60 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 627 | 19 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 18,228 | 43.19 | 541 | 61.01 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 287 | 9 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 524,097 | 16.07 | 15,555 | 30.21 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 15,341 | 455 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 120,601 | 69.21 | 3,579 | 89.87 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 148,270 | 84.48 | 4,401 | 106.96 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 261,685 | 0.44 | 7,767 | 12.67 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 16,136 | 55.33 | 479 | 74.45 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38,329 | 0.04 | 1,138 | 12.24 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17,011 | 111.84 | 506 | 138.68 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 258,032 | 7.91 | 7,658 | 21.06 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 196,390 | 7.18 | 5,845 | 20.54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2,706 | 80 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 201,018 | 70.48 | 5,966 | 91.22 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2,667 | 0.83 | 81 | 11.11 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 50,474 | 5.87 | 1,498 | 18.79 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49,806 | 43.38 | 1,478 | 60.83 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 47,918 | 1 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 492,894 | 2.44 | 14,629 | 18.67 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 21,733 | 645 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 314,622 | 14.19 | 9,338 | 28.08 | ||||
| 2025-08-05 | 13F | Burney Co/ | 19,083 | 0.01 | 566 | 12.30 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17,886 | 531 | ||||||
| 2025-07-14 | 13F | Friday Financial | 212,813 | 4.61 | 6,316 | 16.38 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1,818,416 | 4.00 | 53,971 | 16.65 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 252,704 | 0.91 | 7,500 | 13.19 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11,512 | 50.42 | 342 | 68.81 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 20,868 | 8.41 | 619 | 21.61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 215,578 | 15.72 | 6,398 | 29.80 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 224,078 | 4.55 | 6,736 | 18.76 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 40,634 | 60.95 | 1,206 | 80.54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 534,254 | 15,857 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 480,867 | 25.95 | 14 | 40.00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117,915 | 7.04 | 3,120 | 8.15 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14,093 | 418 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 92,581 | 62.77 | 2,748 | 82.65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 430,714 | 6.40 | 13 | 20.00 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 149,539 | 5.63 | 4,438 | 18.50 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 141,371 | 6.13 | 4,196 | 19.04 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 520,698 | 0.51 | 15,454 | 12.75 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 171,995 | 689.40 | 5,105 | 786.11 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 350,169 | 1.18 | 10,421 | 13.80 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 216,996 | 15.16 | 6,440 | 29.16 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 467,561 | 2.37 | 13,877 | 14.84 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 170,334 | 13.27 | 5,056 | 27.04 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 64,156 | 16.62 | 1,904 | 30.86 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 20,878 | 4.62 | 620 | 17.23 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 418,607 | 7.78 | 12,424 | 20.90 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 68,275 | 43.83 | 2,026 | 61.31 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 58,429 | 0.51 | 1,728 | 11.84 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 510,350 | 2.19 | 15 | 15.38 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 415,646 | 5.20 | 12,370 | 18.32 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 286,395 | 8.37 | 8,500 | 21.57 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 64,386 | 5.65 | 1,911 | 18.49 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,403,528 | 7.72 | 41,657 | 20.83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 349,442 | 7.72 | 10,371 | 20.82 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 191,228 | 25.46 | 5,676 | 40.75 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 24,810 | 28.42 | 736 | 44.03 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 49,840 | 2.48 | 1,479 | 15.01 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 2,006,480 | 16.07 | 53,332 | 17.67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4,289 | 127 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 28,307 | 3.51 | 844 | 16.60 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 321,759 | 0.38 | 9,550 | 12.59 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 464,980 | 2.89 | 13,801 | 15.41 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 32,555 | 36.56 | 966 | 53.33 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 121 | 4 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 316,458 | 31.26 | 9,392 | 47.23 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 819,222 | 24.27 | 24,314 | 39.39 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 10,500 | 312 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 171,995 | 5,105 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 248,670 | 19.12 | 7,381 | 33.62 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 134,190 | 0.58 | 3,983 | 12.80 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1,115,676 | 3.02 | 33,113 | 15.56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 586,925 | 2.80 | 17,420 | 15.31 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 225,659 | 21.63 | 6,698 | 36.42 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 118,726 | 217.70 | 3,524 | 256.58 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 258,540 | 3.93 | 7,673 | 16.58 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 7,057 | 0 | ||||||
| 2025-07-23 | 13F | First Financial Group Corp | 28,535 | 55.80 | 847 | 73.72 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 948,376 | 102.83 | 28,148 | 127.51 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 17,243 | 43.24 | 512 | 60.69 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 97,587 | 3.20 | 2,896 | 15.79 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 911,055 | 7.92 | 27,040 | 21.06 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 237,235 | 4.04 | 7,041 | 16.71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 63,740 | 0.91 | 1,916 | 14.66 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 8,560 | 8.49 | 254 | 22.12 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 17,273 | 513 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 6,406 | 190 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 33,703 | 1 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 158,762 | 2.82 | 4,712 | 15.35 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 98,494 | 23.91 | 2,931 | 49.69 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23,299 | 10.96 | 692 | 24.50 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 164,655 | 2.91 | 4,887 | 15.43 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 16,809 | 117.76 | 499 | 144.12 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1,550,355 | 49.40 | 46,015 | 67.59 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 404,737 | 28.23 | 12,013 | 43.84 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4,205 | 24.00 | 125 | 39.33 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 388,018 | 10.71 | 11,516 | 24.19 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 103,913 | 2.70 | 3,084 | 15.20 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 139,941 | 4.35 | 4,153 | 16.99 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 210,138 | 8.58 | 6,237 | 21.77 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 223,058 | 24.65 | 6,620 | 39.84 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 38,222 | 46.76 | 1,134 | 64.59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9,497 | 72.30 | 282 | 93.79 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 36,590 | 23.69 | 1,086 | 38.75 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 910,315 | 6.18 | 27,018 | 19.10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 159,722 | 18.24 | 4,741 | 32.62 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 432,861 | 301.45 | 12,847 | 350.30 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 751,448 | 6.18 | 22,303 | 19.10 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 89,904 | 0.32 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2,577 | 76 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 666,451 | 4.47 | 19,780 | 17.19 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 120,549 | 1.54 | 3,578 | 13.88 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 244,794 | 2.17 | 7,265 | 14.61 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2,870 | 287.84 | 85 | 347.37 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 12,840 | 381 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 528,357 | 2.09 | 15,682 | 14.51 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 7,587 | 0.04 | 225 | 12.50 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 14 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7,255 | 215 | ||||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 151,195 | 6.57 | 4,487 | 19.53 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12,691 | 13.77 | 377 | 27.46 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10,657 | 12.75 | 316 | 26.40 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 2,601 | 77 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 315,668 | 37.01 | 9,369 | 53.69 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 94,264 | 1.22 | 2,798 | 13.51 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 20,747 | 21.96 | 616 | 36.67 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 77,781 | 11.49 | 2,309 | 25.09 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 390,571 | 1.77 | 11,577 | 14.00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 166,872 | 2.64 | 4,953 | 15.14 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 20,596 | 54.27 | 611 | 73.09 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 261,513 | 14.42 | 7,762 | 28.34 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7,514 | 223 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 539,588 | 1.21 | 16,015 | 13.52 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 321,614 | 7.74 | 9,545 | 20.85 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 202,993 | 114.45 | 6,025 | 140.58 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19,672 | 1.52 | 1 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 1,262,505 | 0.76 | 37,471 | 13.02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14,855 | 441 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7,290 | 216 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 202,913 | 1.62 | 6,022 | 13.99 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6,850 | 203 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 125,652 | 0.66 | 3,729 | 12.93 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 33,732 | 1,001 | ||||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6,900 | 205 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12,471 | 2.88 | 377 | 19.68 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 254,889 | 1.46 | 7,565 | 13.81 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 98,688 | 857.67 | 2,929 | 976.84 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 983,024 | 29,535 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5,134 | 88.54 | 152 | 114.08 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16,789,759 | 1.26 | 498,320 | 13.58 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 524,434 | 283.27 | 15,565 | 329.97 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 423,818 | 0.57 | 12,727 | 18.25 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 756,742 | 30.61 | 22,460 | 46.50 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 105,738 | 3,162 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4,078 | 0.07 | 121 | 13.08 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 188,021 | 2.63 | 5,580 | 14.60 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 406,344 | 2.73 | 12,479 | 23.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209,263 | 38.20 | 6,212 | 55.03 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 44,333 | 10.88 | 1,316 | 24.41 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 478,251 | 7.40 | 14,194 | 20.46 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8,887 | 10.26 | 264 | 23.47 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 77,241 | 4.17 | 2,293 | 16.82 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 34,347 | 24.29 | 1,019 | 39.40 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 52,433 | 6.41 | 1,556 | 19.42 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 440 | 13 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 200,290 | 13.79 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 636,406 | 19,580 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 175,720 | 13.72 | 5,215 | 41.79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11,632 | 0.07 | 345 | 12.38 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 55,300 | 154.50 | 2 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 43,378 | 2.80 | 1,287 | 15.32 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 932,988 | 2.96 | 27,691 | 15.49 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 1,969,332 | 0.78 | 58,450 | 13.05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299,078 | 1.24 | 9 | 14.29 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 272,985 | 8.37 | 8,102 | 21.56 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 10,638 | 25.40 | 316 | 40.63 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 91,006 | 2.48 | 2,701 | 14.99 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 620,890 | 9.96 | 18,428 | 23.35 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56,796 | 108.76 | 1,686 | 134.35 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 121,063 | 5.29 | 3,593 | 18.11 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1,835,977 | 3.10 | 54,492 | 15.65 | ||||
| 2025-08-08 | 13F | Creative Planning | 162,739 | 2.91 | 4,830 | 15.44 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 1,083,230 | 5.79 | 32,150 | 18.67 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 29,200 | 36.65 | 906 | 55.40 |
