Mga Batayang Estadistika
| Pemilik Institusional | 511 total, 511 long only, 0 short only, 0 long/short - change of 14.32% MRQ |
| Alokasi Portofolio Rata-rata | 1.3425 % - change of -4.48% MRQ |
| Saham Institusional (Jangka Panjang) | 88,662,812 (ex 13D/G) - change of 10.38MM shares 13.25% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 6,326,529 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
American Century ETF Trust - Avantis International Equity ETF (US:AVDE) memiliki 511 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 88,662,812 saham. Pemegang saham terbesar meliputi Wealth Enhancement Advisory Services, Llc, CI Private Wealth, LLC, American Century Companies Inc, Rockwood Wealth Management, LLC, HighTower Advisors, LLC, Annex Advisory Services, LLC, Bank Of America Corp /de/, LPL Financial LLC, Maseco Llp, and Morgan Stanley .
Struktur kepemilikan institusional American Century ETF Trust - Avantis International Equity ETF (ARCA:AVDE) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 77.26 / share. Previously, on September 9, 2024, the share price was 64.26 / share. This represents an increase of 20.23% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 54,709 | -5.10 | 3,626 | 2.49 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 82,529 | -6.05 | 6,108 | 4.91 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,778 | -2.43 | 354 | 8.95 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 39,098 | -7.78 | 2,894 | 2.99 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Awm Capital, Llc | 183,400 | -1.84 | 13,573 | 9.63 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 35,004 | 0.00 | 2,591 | 11.69 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 12,732 | 11.83 | 942 | 24.93 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 28,905 | 6.07 | 2,139 | 18.50 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 4,442 | 329 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,537 | 6,048.00 | 114 | 11,200.00 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 92,333 | 24.15 | 6,834 | 38.66 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 402,871 | -2.63 | 29,817 | 8.74 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 176,984 | 8.36 | 13,099 | 21.02 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 11,043 | -83.40 | 817 | -81.47 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5,570 | 0.00 | 412 | 11.65 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 351,411 | 1.31 | 26,008 | 13.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 187,592 | 17.57 | 13,884 | 31.29 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 106,261 | 105.41 | 7,864 | 129.40 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2,759 | 3.96 | 204 | 16.57 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 497,835 | 49.58 | 36,845 | 67.05 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 205,995 | -2.04 | 15,246 | 9.40 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | REDW Wealth LLC | 46,416 | 12.76 | 3,435 | 25.92 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 29,076 | 2,152 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 25,633 | 19.08 | 1,897 | 33.03 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 8,332 | -3.17 | 617 | 8.07 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 818 | -20.43 | 61 | -11.76 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 4,839 | 0.00 | 358 | 11.88 | ||||
| 2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,737 | 203 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 497 | 0.00 | 37 | 12.50 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 286,578 | 5.34 | 21,210 | 17.64 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 30,873 | -0.26 | 2,285 | 11.36 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 59,396 | 4,396 | ||||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 11,556 | -1.18 | 855 | 10.47 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 223,030 | 24.46 | 16,506 | 39.00 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 59,028 | 4,369 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19,113 | 30.57 | 1,415 | 45.77 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 89,447 | 6,620 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 158,213 | 10.10 | 11,709 | 22.95 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 20,243 | -9.06 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 63 | 5 | ||||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 30,314 | -7.03 | 2,209 | 3.27 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 22,701 | 78.93 | 1,680 | 100.00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 997 | 433.16 | 74 | 508.33 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1,220,027 | 3.45 | 80,851 | 11.71 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 32,262 | 0.58 | 2,009 | -1.76 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 292,764 | 12.40 | 21,668 | 25.53 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 55 | 4 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 30,268 | -1.28 | 2,240 | 10.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,702,820 | 76.44 | 126,026 | 97.05 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 265,169 | 1.34 | 19,625 | 13.18 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 2,147 | 2.63 | 159 | 14.49 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,775 | 29.56 | 131 | 45.56 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 542,167 | 32.38 | 39,849 | 53.25 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 6,013 | -2.98 | 445 | 8.54 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 32,633 | -3.55 | 2,415 | 7.72 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 258,505 | -69.59 | 19,132 | -66.04 | ||||
| 2025-08-14 | 13F | UBS Group AG | 782,569 | 63.27 | 57,918 | 82.34 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 25,648 | -7.88 | 1,898 | 2.87 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 400,682 | 29,654 | ||||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 4,008 | -6.00 | 297 | 4.96 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 37,367 | 2,766 | ||||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 222,000 | 16,430 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 9,044 | -12.70 | 669 | -2.48 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 222,580 | -1.38 | 16,473 | 10.14 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 29,316 | -0.88 | 2,170 | 10.66 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15 | -89.86 | 1 | -88.89 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 6,265 | 0.40 | 464 | 12.11 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 278,983 | 11.54 | 21 | 25.00 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 21,270 | 1.75 | 1,574 | 13.65 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 27,227 | 8.50 | 2,015 | 21.24 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 90,692 | -0.13 | 6,712 | 11.55 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 27,581 | 50.22 | 2,041 | 67.85 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 734,503 | 6.53 | 54,361 | 18.98 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 4,125 | 0.00 | 305 | 11.72 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 752,507 | 1.87 | 55,693 | 13.77 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 45,468 | 3,365 | ||||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 3,470 | 0.00 | 230 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 36,999 | -14.46 | 2,738 | -4.47 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 3,064 | 227 | ||||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 296,552 | -7.72 | 21,948 | 7.15 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12,789 | 97.54 | 947 | 120.51 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8,176 | 91.12 | 605 | 113.78 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,190 | 162 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2,546,918 | -10.46 | 188,497 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 35,745 | 148.57 | 2,645 | 177.84 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 856,998 | 8.56 | 63,426 | 21.24 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,342 | -0.30 | 0 | |||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 76,842 | 18.38 | 5,687 | 32.23 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 34,354 | 2,543 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 2,342,328 | -38.20 | 173,356 | -30.98 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 56,007 | -36.20 | 4,145 | -28.74 | ||||
| 2025-05-15 | 13F | M Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 3,551 | 263 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 10,792 | -14.59 | 799 | -4.66 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1,696,199 | -15.52 | 125,536 | -5.65 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3,540 | 1.72 | 262 | 13.91 | ||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 227,926 | -40.92 | 15,715 | -36.21 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 21,500 | 1,591 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55,671 | 19.55 | 4,120 | 33.55 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 240,798 | 4.48 | 17,822 | 16.70 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 16,667 | -15.98 | 1,234 | -6.16 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 272,493 | 3.67 | 20,167 | 15.78 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 197,888 | 1.05 | 14,632 | 12.75 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 70 | 0.00 | 5 | 25.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank of Marin | 6,273 | 464 | ||||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 43,500 | 3.98 | 3,219 | 16.13 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1,614 | 119 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,773 | 1,075.00 | 205 | 1,260.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4,047,220 | 4.13 | 299,535 | 16.30 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 815 | 30.40 | 60 | 46.34 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 49,829 | -1.07 | 3,688 | 10.49 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3,155 | 0.00 | 234 | 11.48 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 22,159 | -28.90 | 1,640 | -20.63 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 2 | 0 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 296,116 | 5.26 | 21,916 | 17.55 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 537,465 | -27.67 | 39,778 | -19.22 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26,996 | -17.89 | 1,998 | -8.31 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2,759 | 204 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 579,123 | 10.53 | 42,861 | 23.44 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 788 | 58 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 60,561 | 1.07 | 4,482 | 12.90 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,055 | 5.89 | 374 | 15.08 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 23,792 | 0.93 | 1,761 | 12.68 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 45,175 | -35.96 | 3,343 | -28.49 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 4,942 | 0.24 | 366 | 11.96 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 289,040 | 21,392 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,175 | 0.00 | 161 | 11.11 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 642 | 234.38 | 48 | 291.67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158,517 | 285.23 | 11,732 | 330.34 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 181 | 1.69 | 13 | 18.18 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 13,946 | 0.85 | 1,032 | 12.66 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8,554 | -2.12 | 633 | 9.33 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 20 | 1 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 27,613 | 1.93 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 34,354 | 2,543 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7,989 | 1.67 | 591 | 13.65 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 773 | 0 | ||||||
| 2025-05-05 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 114,952 | 9.93 | 8,508 | 22.77 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11,519 | 27.07 | 852 | 41.83 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 18,896 | 15.01 | 1,398 | 28.49 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 21 | 0.00 | 2 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 53,635 | 227.86 | 3,933 | 262.82 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 8,980 | -4.65 | 665 | 6.41 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 34,429 | 22.74 | 2,548 | 37.14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4,756 | 22.33 | 352 | 36.58 | ||||
| 2025-07-28 | NP | SPILX - Symmetry Panoramic International Equity Fund Class I Shares | 54,104 | 0.00 | 3,943 | 11.07 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 113,184 | 9.92 | 8,377 | 22.76 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 147,062 | -10.01 | 10,884 | 0.50 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 7,626 | 564 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 17,099 | 10.79 | 1,265 | 23.78 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 96,221 | 7,121 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 32,923 | -7.84 | 2,437 | 2.92 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22,700 | 63.31 | 1,680 | 82.41 | ||||
| 2025-04-30 | 13F | Adapt Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,798 | 23.03 | 281 | 37.75 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 48,158 | 25.40 | 3,564 | 40.04 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 44,803 | -7.29 | 3,316 | 3.53 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 551,719 | -12.22 | 40,833 | -1.97 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3,106 | 230 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 209,549 | -0.14 | 15,509 | 11.52 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 431,240 | 30.94 | 31,916 | 46.24 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 45,935 | -0.65 | 3,400 | 10.97 | ||||
| 2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73,081 | -36.63 | 5,039 | -31.60 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 11,695 | 2.48 | 860 | 13.47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 433 | 32 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 274,186 | -6.74 | 20,293 | 4.15 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 5,112 | 378 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 880,610 | -1.51 | 65,174 | 9.99 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 5,390 | 0.00 | 399 | 11.48 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 29,437 | 0.00 | 2,179 | 11.69 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 66,986 | 4,958 | ||||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 316,195 | -2.16 | 23,402 | 9.27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19,016 | 4.29 | 1,407 | 16.47 | ||||
| 2025-05-13 | 13F | RW Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 14,609 | -21.93 | 1,081 | -12.82 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 8,211 | 608 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 15,390 | 1.09 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3,949 | 1.15 | 292 | 13.18 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3,506 | 259 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 65,768 | 2.06 | 4,867 | 13.98 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,502 | 481 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 189,774 | -4.07 | 14,045 | 7.14 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 16,590 | 21.44 | 1,099 | 31.15 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 3,858 | 0.00 | 256 | 8.05 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,496 | 5.01 | 407 | 17.34 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 23,534 | 0.00 | 1,742 | 11.67 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-14 | 13F | Operose Advisors LLC | 125 | 0.00 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 41,845 | -6.63 | 3,097 | 4.24 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 42,852 | 4.06 | 3,171 | 16.20 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 235,364 | 10.36 | 17,419 | 23.25 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 11,489 | 0.00 | 850 | 11.70 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 50,789 | 132.82 | 3,755 | 159.86 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 76,899 | 36.41 | 5,691 | 52.37 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 442,017 | 6.84 | 32,877 | 15.14 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 36,404 | 16.48 | 2,694 | 30.08 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 212,876 | 3,139.14 | 15,789 | 3,554.63 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 11,457 | 11.64 | 848 | 24.56 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1,787 | 0.00 | 132 | 11.86 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 8,524 | 0.37 | 631 | 12.10 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3,793 | -0.39 | 281 | 11.11 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8,086 | 0.00 | 598 | 11.78 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4,298 | -16.14 | 318 | -6.19 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,649 | -0.64 | 492 | 11.06 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 72,185 | -2.21 | 5,342 | 9.22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 18,591 | -1.55 | 1,383 | 10.47 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 29,559 | 3.76 | 2,188 | 15.90 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 160 | 12 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 44,534 | 13.01 | 3,296 | 26.20 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 94,193 | 0.94 | 6,971 | 12.74 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 135 | 0.00 | 10 | 12.50 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,434 | 0.00 | 328 | 11.95 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,560 | 115 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 19,696 | 1.86 | 1,458 | 13.74 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 | 0.00 | 0 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 183 | -20.43 | 14 | -13.33 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,000 | 0.06 | 518 | 11.88 | ||||
| 2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 1,701,735 | 170.61 | 124,005 | 200.60 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 55,825 | 0.08 | 4,132 | 11.77 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 114,297 | 0.45 | 8,460 | 12.19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 717,409 | 29.84 | 53,095 | 45.00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 277,860 | 2.44 | 20,564 | 14.41 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 221 | -63.35 | 16 | -58.97 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 71,278 | -2.95 | 5,275 | 8.38 | ||||
| 2025-08-01 | 13F | Motco | 41,978 | 12.81 | 3,078 | 24.82 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 48,512 | 2.48 | 3,590 | 14.44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 317 | 23 | ||||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 19,363 | 3.24 | 1,433 | 15.38 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 17,159 | -3.89 | 1,270 | 7.27 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 176 | -64.30 | 13 | -59.37 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 176,150 | 5.33 | 13,037 | 17.62 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 180,736 | 0.95 | 13,376 | 12.74 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 109 | 8 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5,459 | 22.51 | 404 | 36.95 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 648,602 | -0.80 | 48,003 | 10.79 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 4,035 | 0.00 | 299 | 11.61 | ||||
| 2025-07-24 | 13F | Eastern Bank | 550 | 19.05 | 41 | 33.33 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 8,650 | 3.06 | 640 | 15.11 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 336 | 25 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 20,800 | -76.15 | 1,539 | -71.24 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 87,032 | 6,441 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 821,790 | 110.60 | 60,821 | 135.20 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 731,327 | 2.91 | 54,126 | 14.93 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 34,795 | 15.59 | 2,575 | 29.14 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 30,411 | 22.14 | 2,251 | 36.36 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 60,880 | -41.94 | 5 | -33.33 | ||||
| 2025-08-14 | 13F | Betterment LLC | 15,268 | 7.96 | 1 | |||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 6,684 | 1.70 | 495 | 13.56 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,366,031 | -6.46 | 175,110 | 4.47 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 69,691 | 0.38 | 5,196 | 16.53 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 268,563 | 12.64 | 19,876 | 25.80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,690,757 | 22.73 | 125,133 | 37.06 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 8,947 | 662 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9,677 | 2.04 | 716 | 14.01 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 25,603 | 0.00 | 1,895 | 11.67 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 139,843 | 5.44 | 10,350 | 17.75 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 43,563 | 0.26 | 3,224 | 11.98 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 38,700 | -5.55 | 2,864 | 5.49 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 48,965 | 29.87 | 3,624 | 45.04 | ||||
| 2025-04-22 | 13F | Acorn Creek Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 9,584 | 709 | ||||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 5,396 | 0.00 | 399 | 11.76 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3,567 | 264 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 81 | 6 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,255,718 | 18.79 | 166,946 | 32.66 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,011 | 2.43 | 519 | 14.35 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 70 | 5 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1,409 | 1.15 | 104 | 13.04 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 335,263 | 1.17 | 25 | 14.29 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 5,393 | 0.00 | 399 | 11.76 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3,645 | 270 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 15,561 | 1.35 | 1,152 | 13.18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 318,824 | 5.22 | 23,596 | 17.51 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 234,416 | -0.56 | 17,349 | 17.60 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4,004 | 296 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 37,323 | 0.00 | 2,762 | 11.69 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 86,424 | -0.87 | 5,727 | 7.05 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 4,188 | 310 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 1,745,849 | 129,140 | ||||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 139,279 | 9.61 | 10,308 | 22.42 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 19,695 | 3.36 | 1,462 | 15.77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 169,535 | 12,547 | ||||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 838,485 | 8.77 | 61,100 | 20.83 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45,625 | 38.46 | 3,377 | 54.65 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 53 | 4 | ||||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 146,813 | 10,866 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13,566 | 217.78 | 1,004 | 256.03 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 9,043 | 0.00 | 659 | 10.96 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 143,703 | 25.23 | 10,635 | 39.86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 105,987 | 73.16 | 7,844 | 93.39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 863,820 | 10.54 | 64 | 23.53 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 130,155 | -0.28 | 9,633 | 11.35 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 22,501 | -6.65 | 1,665 | 4.26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 95,515 | 44.20 | 7,045 | 58.99 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 24,728 | 2.61 | 1,830 | 14.66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,733 | 202 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 84,222 | -4.41 | 6,233 | 6.77 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 8,383 | 280.35 | 1 | |||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 199,201 | -1.47 | 14,743 | 10.03 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 691,229 | 5.16 | 51,158 | 17.44 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 268,328 | 6.78 | 19,859 | 19.25 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 403,623 | 113.19 | 29,872 | 138.10 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 58,715 | -1.70 | 4,345 | 22.64 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 265,840 | 2.83 | 19,675 | 14.84 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 58,491 | 51.57 | 4,329 | 69.26 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 551,719 | -12.22 | 40,833 | -1.97 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 57,131 | 4,228 | ||||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 91,459 | -3.90 | 6,769 | 7.33 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 3,963 | 293 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 111,148 | 0.62 | 8,226 | 12.38 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 515,844 | -56.13 | 38,178 | -51.01 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 161,992 | 9.93 | 11,989 | 22.78 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 107,549 | -31.77 | 7,960 | 79.22 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 444,442 | 96.99 | 32,893 | 120.01 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 13,506 | -17.03 | 1,000 | -7.33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25,965 | 298.73 | 1,922 | 345.71 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 593,188 | 31.80 | 43,902 | 47.20 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 12,444 | 127.79 | 921 | 154.14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,151,261 | 4.57 | 85,205 | 16.78 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 157,570 | -0.14 | 12 | 10.00 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 4,348 | -52.74 | 322 | -47.29 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 35,496 | 5.89 | 2,627 | 18.28 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 58 | 0.00 | 4 | 33.33 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 3,021 | 224 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99,150 | -10.53 | 7,338 | -0.08 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 37,579 | 0.38 | 2,781 | 12.14 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6,673 | 17.40 | 494 | 31.12 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 9,091 | 673 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,935 | 131.10 | 217 | 158.33 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 324,550 | -6.30 | 24,020 | 4.64 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27,087 | 0.05 | 2,005 | 11.71 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,978,642 | 17.81 | 146,439 | 31.57 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 48,420 | 3,584 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 638,091 | 26.65 | 47,225 | 41.45 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14,982 | 1,109 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,439 | -65.92 | 107 | -62.01 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 19,140 | 49.65 | 1,417 | 67.18 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 88,722 | 0.00 | 5,880 | 0.00 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 97,802 | 6.54 | 7,238 | 18.99 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1,204,258 | 0.94 | 89,127 | 12.73 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 32,054 | 5.46 | 2,372 | 17.78 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 301 | -88.57 | 22 | -87.36 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 154,777 | 5.34 | 11 | 22.22 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,096 | 29.90 | 377 | 45.56 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 24,337 | 5.62 | 1,801 | 18.02 | ||||
| 2025-07-15 | 13F | Oak Root LLC | 1,514,299 | -0.58 | 112,073 | 11.04 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 46,825 | 36.58 | 3,466 | 52.58 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 224,619 | 23.01 | 16,624 | 37.39 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 17,674 | -5.51 | 1,308 | 5.57 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 165,447 | 15.66 | 12,271 | 44.62 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 46,165 | 99.87 | 3,417 | 141.07 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | 13F | Mills Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 195 | 14 | ||||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 16,669 | -3.56 | 1,234 | 7.69 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,508 | 271.43 | 112 | 326.92 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 28,359 | 29.49 | 2,099 | 44.59 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 265 | -10.47 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2,856 | 211 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 15,521 | -6.89 | 1,149 | 3.99 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 11,320 | 0.00 | 838 | 11.60 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 197,171 | -9.46 | 14,593 | 1.11 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 222,370 | 2.23 | 16,458 | 14.17 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 25,732 | 9.00 | 1,904 | 21.74 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 18,072 | -4.55 | 1,338 | 6.62 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 4,944 | 1.71 | 366 | 13.35 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 28,865 | 123.78 | 2,136 | 150.12 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 229,834 | 132.87 | 17,010 | 160.08 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 4,660 | 0.39 | 345 | 12.05 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 5,812 | -9.43 | 430 | 1.18 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 74,830 | 1,213.04 | 5,538 | 1,368.97 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 314,294 | -0.31 | 23,261 | 11.33 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 32,640 | -53.83 | 2,416 | -48.44 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 19,613 | -1.97 | 1,452 | 9.51 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 7,380 | 0.00 | 546 | 11.66 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 11,378 | -1.52 | 842 | 10.07 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 133,792 | 5.25 | 9,902 | 17.53 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 3,376,257 | 67.22 | 249,877 | 86.75 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 6,302 | 13.35 | 466 | 26.63 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 100,774 | 0.77 | 7,458 | 12.54 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5,133 | 1.18 | 380 | 12.80 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14,985 | 1,109 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 16,962 | 19.79 | 1,255 | 33.80 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 12,562 | 930 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 358,129 | 6.46 | 26,505 | 18.90 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 3,470 | -10.68 | 257 | -0.39 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 3,493 | -30.78 | 259 | -22.75 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 5,249 | 0.00 | 388 | 11.82 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 238,106 | -0.29 | 17,622 | 11.36 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 15,131 | 1.90 | 1,120 | 13.72 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 5,724 | 0.00 | 424 | 11.61 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 226,814 | -10.02 | 16,787 | 0.48 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 525 | -20.33 | 39 | -11.63 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 30,322 | 0.82 | 2,244 | 12.59 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 25,166 | 2 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 24,334 | 9.31 | 1,801 | 22.03 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 20,893 | 0.11 | 1,546 | 11.79 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 6,596 | -5.39 | 488 | 5.63 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 621,784 | 4.22 | 46,018 | 16.39 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 60,105 | 10.92 | 4,448 | 23.90 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 8,964 | 0.55 | 663 | 12.37 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 21,850 | 0.00 | 1,617 | 20.67 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 86,825 | 6,420 | ||||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 271,616 | -34.56 | 18,728 | -29.35 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 18,624 | 3.86 | 1,378 | 15.99 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 2,797 | 207 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 6,776 | 153.21 | 502 | 183.05 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 41,633 | 337.37 | 3,081 | 389.05 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 13,178 | 23.03 | 975 | 37.52 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 117,811 | -0.72 | 8,719 | 10.89 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 5,065 | 4,865.69 | 375 | 6,133.33 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 75,458 | -18.19 | 5,585 | -8.64 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 252,592 | 4.72 | 18,694 | 16.95 | ||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 335,387 | -2.42 | 25 | 9.09 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 36,963 | -1.06 | 2,736 | 10.51 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15,802 | 11.67 | 1,169 | 23.57 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12,522 | 36.32 | 1 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 78,802 | 9.53 | 5,832 | 22.34 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 42,547 | -0.54 | 3,146 | 11.01 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 99,690 | -8.50 | 7,378 | 2.19 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 57,382 | 14.85 | 4,247 | 28.28 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 173,687 | 40.02 | 12,855 | 56.37 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 91,216 | 6.69 | 6,751 | 19.15 | ||||
| 2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,400 | 0.00 | 104 | 11.96 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 648 | 340.82 | 48 | 422.22 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 51,847 | 1.98 | 3,837 | 13.89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 61,632 | 12.65 | 4,561 | 25.82 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,559 | 263 | ||||||
| 2025-08-14 | 13F | KKM Financial LLC | 6,848 | -14.25 | 507 | -4.35 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | 11 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,700 | 0.00 | 126 | 11.61 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2,862 | -6.71 | 212 | 3.94 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 129,024 | 6.42 | 9,549 | 18.86 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 34,751 | 2.08 | 2,572 | 14.01 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 262,780 | 58.73 | 19,448 | 77.27 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 22,463 | 1.16 | 1,663 | 12.98 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10,370 | -26.96 | 767 | -18.40 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 59 | 0.00 | 4 | 33.33 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3,047 | 227 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 31,929 | 78.13 | 2,362 | 96.10 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 176,636 | 52,785.03 | 13,073 | 15.43 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 66,905 | 4.10 | 4,952 | 16.25 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 914,355 | -3.00 | 67,671 | 8.33 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,202 | 2.82 | 89 | 14.29 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 134,178 | 7.28 | 9,979 | 18.73 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 91,265 | 0.00 | 6,755 | 11.67 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 5,090 | 0.00 | 377 | 11.57 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 281,590 | 304.71 | 20,863 | 346.27 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 11,173 | 0.00 | 827 | 11.62 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,843 | 284 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 3,653 | 276 | ||||||
| 2025-08-12 | 13F | Cornerstone Capital, Inc. | 6,146 | -47.56 | 455 | -41.49 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 14,601 | 15.44 | 1,081 | 28.88 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 175,439 | 12,984 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 8,252 | 406.26 | 611 | 464.81 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 21,175 | 4.92 | 1,567 | 17.20 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 304,064 | -0.27 | 22,504 | 11.37 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7,943 | 67.50 | 588 | 86.94 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,890 | -14.09 | 288 | -4.33 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 19,823 | -1.11 | 1,467 | 10.47 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 105,692 | 0.00 | 8 | 0.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 85,470 | 0.01 | 6,513 | 9.12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 53,076 | 10.69 | 3,928 | 23.44 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 98,737 | 2.63 | 7,308 | 14.62 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,728,205 | -0.07 | 350,880 | 11.90 | ||||
| 2025-08-07 | 13F | Nwam Llc | 25,916 | 2.28 | 1,915 | 14.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,355,747 | 664.59 | 100,339 | 753.94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 69,260 | 214.75 | 5 | 400.00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 275 | 20 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 159,546 | 0.51 | 11,808 | 12.28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 91,516 | 14.32 | 6,774 | 27.69 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 56,304 | 0.30 | 4,167 | 12.05 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 12,102 | -11.84 | 896 | -1.54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 497,457 | 6.36 | 36,817 | 18.78 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 | 0.00 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 429,142 | -0.73 | 31,761 | 10.86 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 12,643 | 90.01 | 936 | 112.50 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 85,916 | -0.79 | 6,359 | 10.79 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 7,560 | 560 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 5,217 | 386 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,078,438 | 63.93 | 79,800 | 83.20 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 191,995 | 11.60 | 14,210 | 24.63 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 606,796 | 78.69 | 44,909 | 99.56 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 314 | -74.11 | 23 | -71.25 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 17 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 467,810 | 16.44 | 34,623 | 30.04 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3,986 | 0 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 96,556 | 3.43 | 7,146 | 15.52 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 8,211 | 608 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 432,815 | 4.28 | 32,033 | 16.46 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 37,357 | -6.51 | 2,765 | 4.38 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 16,065 | -3.60 | 1,189 | 7.61 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 45,372 | 4.27 | 3,358 | 16.44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 504,288 | 6.14 | 37 | 19.35 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 20,376 | 14.19 | 1,508 | 27.58 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 3,910 | 0.00 | 289 | 11.58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 55,949 | 4,141 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19,936 | 5.92 | 1,475 | 18.28 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 5,511 | 408 | ||||||
| 2025-08-08 | 13F | Creative Planning | 695,296 | -6.17 | 51,459 | 4.78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 116,445 | 44.20 | 8,618 | 61.02 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 48,885 | -0.88 | 3,618 | 10.68 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 82,960 | -7.96 | 6,369 | 0.71 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 10 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 17,675 | -3.17 | 1,308 | 8.19 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 4,681 | 346 | ||||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 38,174 | 2.26 | 2,825 | 14.23 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 810,311 | 9.71 | 59,971 | 22.52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,013 | 48.14 | 445 | 66.04 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 190 | 0.00 | 14 | 16.67 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 13,432 | 0.31 | 994 | 12.06 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 60,314 | 4,464 | ||||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 36,074 | -14.26 | 2,629 | -4.78 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 70,629 | 6.15 | 5,230 | 18.54 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,574 | 339 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 717 | 0.00 | 53 | 12.77 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 264,851 | -7.80 | 19,602 | 2.97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 98,836 | -0.78 | 7,315 | 10.80 |
