Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional US Marketwide Value ETF meliputi Maseco Llp, Premier Financial Group, Abacus Planning Group, Inc., EBI - Longview Advantage ETF, Atlantic Union Bankshares Corp, Bragg Financial Advisors, Inc, Fundamentun, Llc, Midwest Trust Co, Empowered Funds, LLC, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Summit Wealth Group Llc / Co, Eaton Financial Holdings Company, LLC, Mesirow Financial Investment Management, Inc., Noble Family Wealth, LLC, Compass Wealth Management, LLC/GA, Destination Wealth Management, Roundview Capital LLC, Smith, Salley & Associates, dan Bokf, Na .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 36,595 | 6.30 | 1,547 | 9.10 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 14,014 | 2.11 | 593 | 4.78 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 5,707 | 241 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 28,387 | 2.75 | 1,200 | 5.45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,752,400 | 4.19 | 1,342,491 | 6.90 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 133,613 | 3.30 | 5,649 | 5.98 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 13,415 | 567 | ||||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 9,646 | 0.01 | 408 | 2.52 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 306,141 | 13.50 | 12,944 | 24.26 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 203,074 | 20,207.40 | 8,602 | 20,880.49 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 7,626 | 322 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,473 | 25.08 | 274 | 28.17 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 205,996 | 0.33 | 8,710 | 2.93 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 41,525 | 0.01 | 1,756 | 2.57 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2,010,213 | 9.66 | 84,992 | 12.50 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 11,324 | 79.46 | 479 | 83.85 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 624 | 0.48 | 26 | 4.00 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 20,588 | 85.28 | 870 | 90.37 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 6,104 | 0.48 | 258 | 3.20 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 32,166 | 0.06 | 1,360 | 2.64 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 9,971 | 0.47 | 422 | 3.19 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 234,898 | 100.74 | 9,931 | 105.95 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 9,001 | 0.47 | 381 | 2.98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11,400 | 482 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10,394 | 0.46 | 439 | 3.05 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 257,484 | 0.07 | 11,136 | 9.82 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 138,330 | 2.97 | 5,849 | 5.65 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 587,758 | 0.92 | 24,850 | 3.54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,340,471 | 0.71 | 56,675 | 3.33 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 22,219 | 0.01 | 939 | 2.62 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 364,276 | 15,529 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 16,187 | 0.03 | 684 | 2.70 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 64,652 | 0.56 | 2,733 | 3.17 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,630,826 | 8.78 | 111,231 | 11.61 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 111,077 | 15.25 | 4,696 | 18.26 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 19,826 | 48.68 | 838 | 52.64 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 792,768 | 20.51 | 33,518 | 23.64 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 185,603 | 7,847 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 8,430 | 23.88 | 356 | 27.14 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 12,818 | 33.83 | 542 | 37.31 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 7,846 | 218.30 | 332 | 227.72 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 27,722 | 1,172 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 7,344 | 311 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 720,613 | 2.58 | 30,468 | 5.24 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 5,419 | 229 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6,078 | 0.48 | 257 | 2.81 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7,243 | 0.33 | 306 | 3.03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 503 | 0.60 | 21 | 5.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 107,972 | 0.04 | 4,565 | 2.65 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 572 | 0 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 2,078,846 | 87,852 | ||||||
| 2025-07-09 | 13F | OLIO Financial Planning | 5,844 | 0.46 | 247 | 3.35 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 65,425 | 1.46 | 2,766 | 4.10 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 210,412 | 5.35 | 8,896 | 8.09 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 69,277 | 3.32 | 2,929 | 6.01 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 549,843 | 3.72 | 23,247 | 6.42 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2,741,948 | 10.75 | 115,930 | 13.63 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 54,401 | 0.03 | 2,300 | 2.63 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8,742 | 50.85 | 370 | 55.04 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 29,836 | 1,261 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8,666 | 0.46 | 366 | 3.10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,556 | 0.40 | 150 | 3.45 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,186 | 0.51 | 50 | 4.17 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 20,578 | 38.18 | 870 | 41.92 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 4,787 | 202 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 130,267 | 0.01 | 5,508 | 2.61 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 5,804 | 0.47 | 245 | 2.94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 713,493 | 35.39 | 30,164 | 38.90 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 28,572 | 1.10 | 1,208 | 3.78 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 22,635 | 957 | ||||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 10,116 | 428 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 134,576 | 0.75 | 5,690 | 3.36 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10,614 | 0.19 | 449 | 2.75 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,321,744 | 0.09 | 55,883 | 2.69 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5,376 | 62.91 | 227 | 68.15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 51,611 | 0.35 | 2,245 | 10.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1,374,720 | 0.67 | 58,123 | 3.29 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 833,172 | 71.63 | 35,568 | 87.91 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 186,553 | 0.66 | 7,887 | 3.27 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 4,764 | 201 | ||||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 22,635 | 919 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17,065 | 722 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14,652 | 0.47 | 620 | 3.17 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 26,376 | 0.43 | 1,133 | 4.62 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27,306 | 125.63 | 1,154 | 131.73 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 45,889 | 4.77 | 1,940 | 8.26 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 57,113 | 40.33 | 2,415 | 43.95 | ||||
| 2025-07-21 | 13F | 25 Llc | 46,620 | 0.04 | 1,971 | 2.66 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 448 | 18 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 45,331 | 3.87 | 1,917 | 6.56 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 49,726 | 27.50 | 2,102 | 31.79 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 35,159 | 10.53 | 1,487 | 13.44 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20,509 | 0.35 | 867 | 2.97 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 67,602 | 0.15 | 2,858 | 2.77 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 309,390 | 13,081 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 51,314 | 0.47 | 2,170 | 3.09 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 56,948 | 0.03 | 2,408 | 2.60 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 543,210 | 1.26 | 22,967 | 3.89 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 592,462 | 0.85 | 25,049 | 3.47 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 256,865 | 10.23 | 10,860 | 13.09 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 40,493 | 0.01 | 1,712 | 2.64 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 24,566 | 1,718.36 | 1,039 | 1,787.27 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3,520 | 117.28 | 149 | 124.24 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 255,987 | 4.41 | 10,823 | 7.13 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 13,765 | 0.11 | 582 | 8.18 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5,117 | 216 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 177,302 | 73.66 | 7,496 | 78.18 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 20,478 | 4.07 | 866 | 6.79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,797 | 0.07 | 372 | 2.49 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 89,837 | 6.44 | 4 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 35,386 | 12.15 | 1,496 | 15.08 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 36,794 | 0.03 | 1,556 | 2.64 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 480,296 | 5.40 | 20,307 | 8.14 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10,456 | 0.15 | 442 | 2.79 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 98,134 | 2.76 | 4,149 | 5.44 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 16,970 | 2.61 | 717 | 5.29 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 35,500 | 0.35 | 1,463 | 1.04 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 14,135 | 5.22 | 598 | 7.96 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 338,390 | 0.07 | 14,307 | 2.67 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 48,741 | 25.54 | 2,061 | 28.83 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 473,382 | 4.90 | 20,015 | 7.63 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 39,793 | 47.73 | 1,677 | 52.32 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 33,446 | 101.75 | 1,414 | 108.55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 158,515 | 32.70 | 6,702 | 36.16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 216,908 | 8.17 | 9,171 | 10.98 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 203,636 | 0.08 | 8,610 | 2.67 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2,117 | 1,996.04 | 90 | 2,125.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 19,048 | 1.72 | 807 | 4.54 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 149,426 | 0.91 | 6,396 | 4.80 | ||||
| 2025-08-12 | 13F | Bokf, Na | 7,138 | 302 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,840,265 | 0.05 | 122,671 | 4.86 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 18,345 | 0.25 | 776 | 2.79 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 16,361 | 692 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 484,180 | 41.71 | 20,471 | 45.39 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 16,467 | 0.04 | 696 | 2.65 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 46,908 | 27.96 | 1,983 | 31.32 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 23,616 | 0.34 | 998 | 2.99 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 713,723 | 0.24 | 30,083 | 2.53 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 535,481 | 0.26 | 22,640 | 2.87 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29,492 | 3.24 | 1,247 | 5.86 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 364,462 | 1.21 | 15,409 | 3.83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 266,555 | 20.72 | 11,270 | 23.85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15,205 | 1.57 | 643 | 4.22 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 21,194 | 0.26 | 896 | 2.87 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 233,367 | 11.42 | 9,865 | 14.34 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 731,241 | 2.57 | 30,917 | 5.23 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 692,196 | 2.19 | 29,266 | 4.84 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 101,158 | 0.48 | 4,277 | 3.09 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,638 | 0.49 | 69 | 2.99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16,117 | 0.41 | 681 | 3.03 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5,598 | 0.50 | 237 | 3.06 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6,702 | 311.67 | 283 | 328.79 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 173,672 | 38.07 | 7,343 | 41.66 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 53,193 | 7.56 | 2,249 | 10.41 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2,583 | 109 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 193,132 | 112.80 | 8 | 166.67 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 11,053 | 0.11 | 467 | 2.64 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 746,866 | 9.53 | 31,577 | 12.38 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 22,530 | 32.94 | 953 | 36.39 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11,302 | 26.92 | 478 | 30.33 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28,221 | 3.29 | 1,193 | 6.04 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 87,525 | 0.01 | 3,701 | 2.61 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 5,769 | 0.47 | 248 | 5.08 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 318,192 | 0.31 | 13,453 | 2.92 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 227,770 | 5.93 | 9,630 | 8.69 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 100,719 | 0.95 | 4,258 | 3.58 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 746,295 | 0.11 | 31,553 | 2.70 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 438,020 | 18,519 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 6,277 | 0.46 | 265 | 3.11 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 51,317 | 1.38 | 2,182 | 109,000.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3,354 | 0 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 11,592 | 490 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 146,694 | 12.54 | 6,184 | 15.96 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 272,236 | 6.21 | 11,510 | 8.98 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 92,068 | 24.69 | 3,893 | 27.94 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 5,265 | 223 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 89,606 | 9.35 | 3,789 | 12.20 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 18,456 | 0.47 | 780 | 3.04 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11,017 | 0.31 | 466 | 2.88 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 454,608 | 1.12 | 19,221 | 3.74 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 707,556 | 0.89 | 29,915 | 3.52 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 99,415 | 14.33 | 4,203 | 17.30 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10,692 | 0.16 | 452 | 2.96 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,021 | 85 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8,504 | 0.31 | 360 | 2.87 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1,298,554 | 1.13 | 54,903 | 3.75 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 75,617 | 1.82 | 3,197 | 4.48 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 51,820 | 61.09 | 2,191 | 65.28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 19,218 | 4.66 | 1 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 46,012 | 10.15 | 1,945 | 13.02 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9,388 | 397 | ||||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 161,476 | 0.79 | 6,827 | 3.41 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12,854 | 3.52 | 543 | 5.44 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 13,593 | 0.06 | 580 | 3.76 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 49,311 | 8.03 | 2,085 | 10.85 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 17,911 | 0.16 | 757 | 2.85 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 20,375 | 0.05 | 861 | 2.62 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3,354 | 142 | ||||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 106,269 | 3.89 | 4,548 | 7.90 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 5,844 | 247 | ||||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 753,224 | 4.01 | 31,846 | 6.71 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 376,082 | 0.51 | 15,901 | 3.12 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 38,012 | 30.15 | 1,607 | 33.58 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1,437 | 0.42 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 1,040 | 31.65 | 44 | 34.38 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 37,062 | 1.99 | 1,567 | 4.61 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 279,679 | 0.52 | 11,928 | 4.04 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9,296 | 0.43 | 393 | 3.15 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 69,321 | 92.67 | 2,931 | 97.71 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 125,704 | 4.28 | 5,315 | 6.99 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 156,909 | 0.19 | 6,634 | 2.80 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7,815 | 631.06 | 330 | 650.00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 26,431 | 44.95 | 1,118 | 48.74 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 107,000 | 1.16 | 4,524 | 3.79 | ||||
| 2025-08-14 | 13F | Betterment LLC | 17,041 | 87.33 | 1 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1,324,237 | 1.02 | 55,989 | 3.64 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 7,692 | 0.38 | 325 | 3.17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 100,144 | 6.95 | 4,234 | 9.75 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11,108 | 76.15 | 470 | 81.08 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 80,712 | 3.40 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 6,955 | 0.46 | 294 | 3.16 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 42,498 | 354,050.00 | 1,797 | 4.24 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 288,112 | 17.67 | 12,181 | 20.72 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 22,635 | 957 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 549,037 | 0.16 | 23,213 | 2.76 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 8,356 | 0.46 | 353 | 3.22 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 34,971 | 0.45 | 1,479 | 3.07 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 5,351 | 0.47 | 226 | 3.20 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 118,214 | 1.70 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 290 | 12 | ||||||
| 2025-07-16 | 13F | Kooman & Associates | 438,020 | 0.68 | 18,519 | 3.30 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 838 | 0.36 | 35 | 2.94 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 471,482 | 3.50 | 19,934 | 6.19 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 23,015 | 973 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 16,487 | 0.04 | 697 | 2.65 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 7,933 | 44.34 | 335 | 48.23 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 26,314 | 0.38 | 1,129 | 12.34 | ||||
| 2025-08-14 | 13F | UBS Group AG | 328,204 | 16.32 | 13,876 | 19.34 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,723 | 0.47 | 73 | 2.86 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 317,230 | 0.35 | 13,412 | 2.96 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 26,417 | 2.17 | 1,117 | 4.79 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 453,430 | 0.63 | 19,171 | 3.24 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 35,195 | 84.30 | 1,488 | 89.31 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 15,371 | 0.32 | 633 | 1.12 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26,750 | 27.68 | 1,131 | 30.94 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 485 | 21 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 5,125 | 0.18 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13,607 | 3.26 | 575 | 5.89 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 3,743 | 158 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 589,956 | 25,354 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 36,099,868 | 5.45 | 1,526,308 | 8.20 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 8,303 | 0.47 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19,028 | 402.99 | 805 | 418.71 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 299,255 | 0.51 | 12,653 | 3.85 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 18,087 | 0.47 | 765 | 3.10 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 4,940 | 0.47 | 209 | 2.97 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 8,878 | 6.18 | 375 | 9.01 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 7,985 | 0.48 | 338 | 3.06 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 11,181 | 0.79 | 473 | 3.28 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 797,081 | 3.37 | 33,701 | 6.05 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 2,761 | 0.47 | 117 | 2.65 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 67,289 | 1.26 | 2,845 | 3.87 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 13,286 | 0.47 | 562 | 3.13 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 208,527 | 31.15 | 8,817 | 34.55 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6,925 | 293 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 256,118 | 23.81 | 10,829 | 27.03 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,504 | 25.08 | 275 | 28.50 |
