Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF meliputi HORAN Wealth, LLC, Traub Capital Management LLC, Brio Consultants, LLC, Pinnacle Wealth Planning Services, Inc., TT Capital Management LLC, Harbor Asset Planning, Inc., Financial Architects, LLC, Clark Asset Management, LLC, Glenmede Investment Management, LP, Skopos Labs, Inc., Trust Point Inc., Midwest Trust Co, Clune & Associates, Ltd., Pflug Koory, LLC, Hoey Investments, Inc, Atlantic Union Bankshares Corp, Crewe Advisors LLC, Intelligent Financial Strategies, IMA Wealth, Inc., dan Talon Private Wealth, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 11,047 | 316 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 12,421 | 24.70 | 356 | 30.51 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 78,344 | 27.37 | 2,245 | 33.25 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 12,601 | 0.40 | 361 | 5.25 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 310,459 | 7.66 | 8,895 | 12.61 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 87,555 | 14.27 | 2,508 | 19.54 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1,268 | 36 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 416,415 | 4.76 | 11,930 | 9.58 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 10,661 | 305 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17,676 | 506 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 13,360 | 13.11 | 383 | 18.27 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16,918 | 3.59 | 485 | 8.28 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 285 | 8 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 13,824 | 396 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 35,234 | 1 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 120,064 | 2.36 | 3,440 | 7.07 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 266,374 | 7,632 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 13,754 | 7.60 | 394 | 12.57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 269,061 | 2.74 | 7,709 | 7.46 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 423,608 | 11.48 | 12,136 | 16.61 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 19,285 | 0.85 | 553 | 5.54 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 40,294 | 1.86 | 1,154 | 6.56 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 127,621 | 14.62 | 3,656 | 19.91 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 34,534 | 989 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15,478 | 0.01 | 443 | 4.73 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 40 | 1 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 13,962 | 8.36 | 400 | 13.64 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 616 | 3,750.00 | 0 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 9,641 | 0.25 | 276 | 4.94 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 234 | 0.43 | 7 | 0.00 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 251 | 7 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 32,364 | 878 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 101,698 | 2,914 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 140,317 | 0.68 | 4,020 | 5.32 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 40,060 | 1,148 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,556 | 26.16 | 159 | 32.50 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4,716 | 0.26 | 135 | 5.47 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5,210 | 43.45 | 149 | 50.51 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 17,064 | 10.64 | 489 | 15.64 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 38 | 1 | -98.15 | |||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 62,489 | 4.43 | 1,790 | 9.28 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 270 | 0.37 | 116 | 1,557.14 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 71,935 | 12.76 | 2,061 | 17.92 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 66,364 | 296.89 | 1,901 | 315.97 | ||||
| 2025-08-08 | 13F | Paragon Capital Management LLC | 8,967 | 2.06 | 257 | 6.67 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 170,841 | 19.99 | 4,895 | 25.52 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 36,751 | 0.14 | 1,053 | 4.68 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 99,372 | 4.39 | 2,847 | 0.71 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 34,786 | 0.16 | 997 | 4.73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20,598 | 9.91 | 590 | 15.01 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 56,447 | 5.28 | 1,617 | 10.15 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 1,924 | 55 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 13,399 | 384 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 36,861 | 15.99 | 1,056 | 21.38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11,058 | 317 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7,353 | 211 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10,057 | 44.93 | 288 | 51.58 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 66,874 | 8.44 | 1,916 | 13.38 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 38 | 1 | ||||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 188,669 | 47.22 | 5,405 | 53.99 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 40,621 | 2.68 | 1,164 | 7.39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 462,818 | 9.41 | 13,260 | 14.44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 53,002 | 15.58 | 1,519 | 20.86 | ||||
| 2025-05-28 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 260,485 | 1.64 | 7,135 | -6.27 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 271 | 8 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 38 | 1 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22,193 | 19.16 | 636 | 24.51 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 14,255 | 0.25 | 408 | 4.88 | ||||
| 2025-06-05 | 13F/A | Osterweis Capital Management Inc | 109 | -7.69 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 406 | 12 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 115 | 3 | ||||||
| 2025-05-28 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 17,728 | 12.79 | 486 | 4.08 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 12,136 | 3.94 | 332 | -4.05 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 917 | 0.22 | 26 | 4.00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 22,726 | 8.25 | 651 | 13.22 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 202,920 | 4.13 | 5,814 | 8.92 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1,512 | 0.20 | 43 | 4.88 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 25,825 | 740 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 174,758 | 1,646.53 | 5,007 | 1,727.01 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15,860 | 36.48 | 454 | 42.77 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 41,982 | 6.33 | 1,203 | 11.19 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 621,487 | 2.24 | 17,806 | 6.94 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,078 | 82.28 | 60 | 90.32 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 214 | 6 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 613 | 18 | ||||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 290,758 | 1.45 | 8,330 | 6.13 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 27,707 | 3.45 | 832 | 18.54 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 276 | 8 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 25,715 | 0.04 | 737 | 4.55 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 5,758 | 0.31 | 165 | 4.46 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 17,997 | 59.52 | 516 | 66.67 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 122 | 3 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7,643 | 2.52 | 219 | -1.36 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 272 | 8 | ||||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 14,827 | 5.64 | 425 | 10.42 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 26,847 | 17.05 | 769 | 22.45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 420,786 | 6.13 | 12,056 | 11.01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 219,936 | 111.25 | 6,302 | 120.97 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 11,109 | 1.88 | 318 | 6.71 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 261,153 | 1.38 | 7,153 | -6.51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 88,146 | 94.94 | 2,525 | 103.96 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 18,241 | 2.37 | 1 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 15,093 | 7.48 | 432 | 12.50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 28,485 | 10.53 | 816 | 15.74 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 151,555 | 0.53 | 4,342 | 5.16 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1,596 | 0 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 78,201 | 29.26 | 2,240 | 35.18 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 31,592 | 905 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 25,792 | 142.22 | 739 | 153.61 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 59,376 | 1.35 | 1,701 | 6.05 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 162,144 | 2.63 | 4,645 | 7.35 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 422 | 12 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17,735 | 0.10 | 536 | 13.11 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 15,869 | 0.02 | 455 | 4.61 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 761 | 0.26 | 22 | 5.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 99,492 | 1.30 | 2,850 | 5.95 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 20,141 | 577 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 0 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 29,275 | 0.29 | 839 | 5.01 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 8,125 | 233 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 542 | 16 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 252,164 | 520.70 | 7,224 | 549.64 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 28,647 | 2.11 | 1 | |||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 89,850 | 0.56 | 2,574 | 5.19 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 858,807 | 3.04 | 24,605 | 7.78 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 830,053 | 24.03 | 22,735 | 14.38 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 10,926 | 313 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 111,896 | 3.66 | 3,206 | 8.42 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 897,565 | 25,486.23 | 25,715 | 26,686.46 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 49,891 | 1,429 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32 | 1 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28,961 | 60.46 | 831 | 68.36 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 12,290 | 0.25 | 352 | 5.07 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 152,165 | 4.04 | 4,360 | 8.84 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 777,637 | 0.43 | 22,279 | 5.05 | ||||
| 2025-07-29 | 13F | Sowa Financial Group, Inc. | 16,628 | 0.02 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 27,961 | 21.89 | 1 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,482 | 59.72 | 71 | 69.05 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 467,060 | 5.57 | 13,904 | 14.75 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 580 | 17 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 62,796 | 12.28 | 1,799 | 17.50 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 9,269 | 9.67 | 266 | 14.72 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 98,351 | 15.45 | 2,818 | 20.75 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 207,166 | 3.67 | 5,935 | 8.44 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 17,174 | 0.02 | 0 | |||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1,504 | 43 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 155,423 | 95.81 | 4,453 | 104.78 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 60,031 | 2.08 | 1,720 | 6.77 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 59,577 | 18.14 | 1,707 | 23.53 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10,199 | 0.54 | 292 | 5.42 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6,137 | 2.28 | 176 | 6.71 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 13,588 | 2.70 | 389 | 7.46 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15,917 | 2.82 | 456 | 7.55 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 483,331 | 1.81 | 14 | 0.00 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 17,257 | 2.82 | 494 | 7.63 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 146,341 | 26.11 | 4,193 | 31.91 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 382 | 0.26 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,172,144 | 0.07 | 33,731 | 5.09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,174 | 44.83 | 120 | 52.56 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 1,027,320 | 5.98 | 29,433 | 10.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21,418 | 614 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 12,589 | 361 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 34,984 | 10.07 | 1 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 91,908 | 1.92 | 2,633 | 6.64 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 7,000 | 201 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 9,880 | 283 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15,559 | 0.06 | 446 | 4.71 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 100,341 | 12.62 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 119,566 | 3.62 | 3,426 | 8.39 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 1,283,119 | 15.15 | 36,761 | 20.45 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1,698 | 49 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 12,659 | 1.34 | 363 | 5.85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 21,628 | 0.25 | 620 | 4.92 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 8,742 | 0.25 | 250 | 5.04 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 292,414 | 9.22 | 8,378 | 14.24 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 94 | 16.05 | 3 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,477 | 128 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 7,375 | 0.04 | 211 | 4.98 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 129,366 | 11.37 | 3,706 | 16.50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3,847 | 0.08 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 20,263 | 104.39 | 581 | 114.02 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 216 | 0.47 | 6 | 20.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 524 | 46.37 | 15 | 66.67 | ||||
| 2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | 0 | ||||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 293,443 | 7.61 | 8,407 | 12.56 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 982 | 110.73 | 29 | 141.67 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 8,328 | 239 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 121,643 | 2.48 | 3,485 | 7.20 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 58,061 | 5.41 | 1,663 | 10.28 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 12,148 | 80.88 | 348 | 90.16 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,305 | 0.14 | 353 | 4.76 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1,216 | 35 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 63,195 | 39.02 | 1,811 | 45.38 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,448 | 22.92 | 40 | 14.71 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 10,706 | 22.63 | 293 | 13.13 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 4,764 | 1.10 | 136 | 5.43 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 10,610 | 291 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 34,282 | 0.22 | 982 | 4.91 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 1,106,829 | 3.55 | 31,711 | 8.31 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 127,009 | 4 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 73,130 | 25.50 | 2,095 | 31.35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 46,989 | 140.64 | 1,346 | 151.12 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 1,755,747 | 11.96 | 50,302 | 17.11 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 69,024 | 3.36 | 1,978 | 8.09 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 17,020 | 7.61 | 488 | 12.47 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 890,652 | 1.28 | 25,517 | 5.94 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 75,803 | 6.49 | 2,172 | 11.39 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 5,460 | 38.40 | 156 | 44.44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 579 | 17 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 8,443 | 64.68 | 242 | 72.14 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 43,630 | 6.39 | 1,250 | 11.31 | ||||
| 2025-08-08 | 13F | Creative Planning | 301,628 | 0.02 | 8,642 | 4.63 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 15 | 600.00 | ||||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2,689,433 | 2.01 | 77,052 | 6.71 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 15,998 | 1.76 | 475 | 20.25 |
