Mga Batayang Estadistika
| Pemilik Institusional | 155 total, 155 long only, 0 short only, 0 long/short - change of 9.15% MRQ |
| Alokasi Portofolio Rata-rata | 0.5343 % - change of -10.08% MRQ |
| Saham Institusional (Jangka Panjang) | 40,574,511 (ex 13D/G) - change of 3.12MM shares 8.33% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,089,961 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
American Century ETF Trust - Avantis U.S. Small Cap Equity ETF (US:AVSC) memiliki 155 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 40,574,511 saham. Pemegang saham terbesar meliputi Mercer Global Advisors Inc /adv, Envestnet Asset Management Inc, Mason Investment Advisory Services, Inc., Northwestern Mutual Wealth Management Co, Wealth Management Nebraska, Creative Planning, Elwood & Goetz Wealth Advisory Group, LLC, PrairieView Partners, LLC, AE Wealth Management LLC, and LPL Financial LLC .
Struktur kepemilikan institusional American Century ETF Trust - Avantis U.S. Small Cap Equity ETF (ARCA:AVSC) 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 57.36 / share. Previously, on September 9, 2024, the share price was 51.26 / share. This represents an increase of 11.90% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,039 | 235.16 | 54 | 253.33 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1,615 | 83 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 48,166 | -60.93 | 2,484 | -58.38 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 100,376 | 2.81 | 5,176 | 9.54 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 4,247 | -1.87 | 219 | 4.78 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 61,866 | 5.49 | 3,190 | 12.40 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,713 | 89.28 | 88 | 104.65 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 421,028 | 111.86 | 21,712 | 125.74 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 9,214 | 10.04 | 475 | 17.28 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 32,968 | 6.20 | 1,700 | 13.18 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 141 | 7 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17,027 | 100.58 | 878 | 114.15 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15,697 | 4.89 | 809 | 11.74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,992 | 5.84 | 155 | 12.41 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3,515,423 | 2.82 | 181,290 | 9.56 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 45,745 | 2,359 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 105,753 | 8.63 | 5,454 | 15.75 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 335,717 | 10.37 | 16,581 | 5.00 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 51,608 | 7.70 | 2,661 | 14.75 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 170 | 9 | ||||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 4,243 | 0.00 | 219 | 6.34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12,080 | -25.31 | 623 | -20.46 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 21,430 | 28.35 | 1,130 | 39.85 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 18,714 | 965 | ||||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 47,601 | 2,455 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 27 | -94.46 | 1 | -95.65 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 262,159 | 14.80 | 13,520 | 22.32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,056,415 | 9.48 | 54,479 | 16.65 | ||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 560,988 | 0.99 | 28,930 | 7.61 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 123,199 | 22.16 | 6,353 | 30.16 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 10 | -96.08 | 1 | -100.00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 468,157 | 19.91 | 24 | 33.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,677 | 86 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 125,095 | 3.33 | 6,451 | 10.10 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 12,802 | -4.87 | 660 | 1.38 | ||||
| 2025-07-28 | NP | AVMA - Avantis Moderate Allocation ETF | 13,160 | -4.11 | 650 | -8.85 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,397 | 0.00 | 124 | 6.03 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 52,612 | 85.36 | 2,713 | 97.60 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 22,286 | 0.00 | 1,149 | 6.59 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 55,103 | 0.00 | 2,842 | 6.56 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 10,100 | 5.32 | 521 | 12.07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 230 | -42.64 | 12 | -38.89 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 15,471 | 798 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 14,538 | 32.03 | 750 | 40.79 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 35,622 | -18.56 | 1,837 | -13.23 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 30,836 | 1,383.93 | 1,590 | 1,490.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 35 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Burk Holdings LLC | 28,863 | 118.10 | 1,488 | 132.50 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 16,580 | 855 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 458,814 | 8.67 | 23,661 | 15.79 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12,892 | 9.82 | 665 | 16.90 | ||||
| 2025-04-16 | 13F | Dover Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 22,259 | 1.97 | 1,148 | 8.62 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 268,275 | 3.99 | 13,835 | 10.80 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 16 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 745 | -38.98 | 38 | -35.59 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5,110 | 0.02 | 264 | 6.48 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 72,378 | 14.68 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | Index Fund Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 12,312 | -32.67 | 635 | -28.36 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8,059 | 0.35 | 416 | 6.96 | ||||
| 2025-05-06 | 13F | Guild Investment Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 11,225 | 0.36 | 1 | |||||
| 2025-08-14 | 13F | Destination Wealth Management | 5,846 | 301 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 29,050 | 26.35 | 1,498 | 34.71 | ||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 15 | 1 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 24,177 | 0.70 | 1,247 | 7.23 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,246 | -8.78 | 64 | -3.03 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 466,122 | 24.17 | 24,038 | 32.30 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 197,604 | -18.66 | 12,344 | 4.98 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 43,032 | 2,219 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 32,668 | 20.41 | 1,685 | 28.26 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 176,665 | -8.11 | 9,111 | -2.10 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 194,578 | 17.67 | 10,034 | 25.38 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 349,401 | 7.85 | 18,019 | 14.91 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 827,779 | 20.16 | 75,502 | 25.72 | ||||
| 2025-08-08 | 13F | Creative Planning | 617,070 | 271.29 | 31,822 | 295.65 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 194,290 | 10 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 4,486 | 231 | ||||||
| 2025-04-30 | 13F | Astra Wealth Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 65 | -55.17 | 3 | -57.14 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 14,383 | -26.63 | 742 | -21.84 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7,270 | -41.06 | 375 | -37.35 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 12,083 | -3.20 | 623 | 3.15 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 222 | 0.00 | 11 | 10.00 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 29,250 | 53.13 | 1,508 | 63.20 | ||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 301 | -12.75 | 16 | -16.67 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 64,202 | 3,311 | ||||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 19,774 | 719.48 | 1,020 | 778.45 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 8,710 | 0.02 | 449 | 6.65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 681 | 35 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 23,580 | 0.00 | 1,268 | 20.42 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 235 | 12 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7,690 | 37.84 | 397 | 46.67 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 45,576 | -26.63 | 2,350 | -21.82 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 64,720 | 271.72 | 3,338 | 296.32 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,219 | 0.00 | 63 | 5.08 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 62,500 | 0.00 | 3,296 | 8.93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 70,767 | 13.37 | 3,649 | 20.79 | ||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 36 | -10.00 | 2 | -50.00 | ||||
| 2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 82,389 | 256.93 | 4,249 | 280.30 | ||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 16,646 | 115.73 | 858 | 130.03 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 29,295 | 0.00 | 1,511 | 6.56 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 5,659 | -13.43 | 301 | -4.75 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 485 | 25 | ||||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 30,550 | 5.21 | 1,575 | 12.10 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 13,068 | 100,423.08 | 674 | 3.22 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,555 | -8.86 | 408 | 1.75 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 20,908 | 1,078 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13,042 | 1 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 60,957 | 4.65 | 3,342 | 21.89 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 10,490 | -19.56 | 541 | -14.42 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 4,290 | 226 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2,045 | 153.09 | 105 | 169.23 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 14,142 | -15.93 | 729 | -10.44 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 5,628 | 0.16 | 290 | 7.01 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5,730 | -27.90 | 295 | -23.18 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 27,782 | 7.30 | 1,433 | 14.29 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 8,319 | 5.09 | 446 | 20.27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 4,629 | 11.89 | 239 | 19.00 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 139,517 | 9.49 | 12,710 | 14.43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,969 | 111.17 | 153 | 125.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 362 | 201.67 | 19 | 260.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 354 | -8.05 | 18 | 0.00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 336 | 0.00 | 17 | 6.25 | ||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 8,928 | 460 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 44,416 | 21.62 | 2,291 | 29.75 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 64,363 | -6.21 | 3,462 | 4.25 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 10,918 | 90.01 | 563 | 102.52 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 122,148 | 316.05 | 6,299 | 343.59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 5,979 | 0.00 | 325 | 0.00 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 968 | 0.00 | 50 | 6.52 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5,125 | -41.50 | 264 | -37.59 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 181,846 | 6.25 | 9,378 | 13.21 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 35,803 | 33.80 | 1,846 | 42.55 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 63,155 | 3.11 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 250,786 | 2.90 | 12,933 | 9.65 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 800 | 41 | ||||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 40,765 | 37.15 | 2,102 | 46.18 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 17,512 | 17.88 | 903 | 25.59 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 51,863 | -4.48 | 2,675 | 1.75 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 13,738,987 | 8.80 | 708,520 | 15.93 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 24,127 | 27.35 | 1,244 | 35.66 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 46 | 2 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 19,210 | 311.35 | 991 | 338.05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12,591,513 | 9.73 | 649,344 | 16.92 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 42,241 | -13.60 | 2,178 | -7.95 | ||||
| 2025-05-06 | 13F | Morling Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 66,326 | 8.96 | 3,420 | 16.09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 154,814 | -69.96 | 7,984 | -67.99 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 3,653 | 340 | ||||||
| 2025-04-09 | 13F | Hardin Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 34,545 | 7.76 | 1,926 | 24.02 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11,278 | 1 | ||||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 295 | 0.00 | 15 | 7.14 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4,048 | 209 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 351 | 0.00 | 18 | 12.50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 177,086 | -69.71 | 9,132 | -67.73 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8,931 | -6.95 | 432 | -17.08 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 13,872 | 715 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 16,353 | -12.21 | 843 | -6.44 |
