Mga Batayang Estadistika
Pemilik Institusional | 179 total, 179 long only, 0 short only, 0 long/short - change of 26.06% MRQ |
Alokasi Portofolio Rata-rata | 1.1887 % - change of -8.67% MRQ |
Saham Institusional (Jangka Panjang) | 19,571,368 (ex 13D/G) - change of 1.99MM shares 11.32% MRQ |
Nilai Institusional (Jangka Panjang) | $ 1,208,459 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional US Core Equity 1 ETF (US:DCOR) memiliki 179 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 19,571,368 saham. Pemegang saham terbesar meliputi Pure Financial Advisors, Inc., DFAW - Dimensional World Equity ETF, Your Advocates Ltd., LLP, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Brighton Jones Llc, Private Advisor Group, LLC, Rather & Kittrell, Inc., Resources Investment Advisors, LLC., Monograph Wealth Advisors, Llc, and LRI Investments, LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional US Core Equity 1 ETF (ARCA:DCOR) 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 70.59 / share. Previously, on September 9, 2024, the share price was 60.18 / share. This represents an increase of 17.30% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 185,113 | 293.28 | 12,376 | 328.83 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 644,970 | 19.73 | 43,116 | 30.51 | ||||
2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 1,942,271 | 15.13 | 117,080 | 4.89 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,265 | 0.00 | 358 | 11.18 | ||||
2025-07-23 | 13F | Hardy Reed LLC | 282,278 | 16.42 | 18,870 | 26.90 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 4,602 | 29.56 | 0 | |||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 84,133 | -14.96 | 5,624 | -7.30 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 22,647 | 0.16 | 1,514 | 9.16 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 1,005,411 | 2.67 | 67,212 | 11.91 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 6,647 | 444 | ||||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 853,734 | 3.84 | 57,072 | 12.77 | ||||
2025-08-11 | 13F | WPWealth LLP | 20,148 | 150.57 | 1,347 | 173.02 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 71,684 | -4.05 | 5 | 0.00 | ||||
2025-08-11 | 13F | Goodman Financial Corp | 23,600 | 0.00 | 1,578 | 8.98 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 29,396 | 203.05 | 1,965 | 230.81 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 3,465 | 0.26 | 232 | 9.48 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 239,017 | -11.46 | 15,978 | -3.49 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 10,104 | -1.44 | 675 | 7.48 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,434 | 0.00 | 230 | 9.05 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 117,732 | 7.93 | 7,870 | 17.64 | ||||
2025-08-07 | 13F | Allworth Financial LP | 66,336 | 1.13 | 4,435 | 13.23 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 43,982 | 24.68 | 2,940 | 35.92 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 8,540 | 571 | ||||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 327,338 | 88.93 | 21,883 | 105.93 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 407,930 | 224.34 | 27,270 | 253.56 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 5,440 | 11.68 | 364 | 21.81 | ||||
2025-04-15 | 13F | Signet Financial Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 10,511 | 0.35 | 706 | 17.89 | ||||
2025-08-07 | 13F | Prospect Financial Group LLC | 113,224 | 7,569 | ||||||
2025-08-14 | 13F | Essential Planning, LLC. | 45,014 | 44.33 | 3,009 | 57.37 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 101,954 | 42.97 | 6,816 | 55.84 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 6,788 | 16.13 | 0 | |||||
2025-07-18 | 13F | BCO Wealth Management LLC | 358,149 | 3.75 | 23,942 | 13.09 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 91,843 | 77.86 | 6,140 | 93.90 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 15,123 | 0.00 | 1,011 | 8.95 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Hutchinson Capital Management/ca | 4,180 | 279 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,031 | 537 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 137 | 9 | ||||||
2025-08-13 | 13F | American Investment Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 79,870 | 1.47 | 5,339 | 10.20 | ||||
2025-08-12 | 13F | Change Path, LLC | 42,220 | 7.27 | 2,822 | 16.95 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 13,178 | 86.18 | 881 | 102.76 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 895 | 60 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 33,181 | 54.74 | 2,218 | 68.67 | ||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 134,163 | 614.89 | 8,969 | 679.83 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 296,687 | 23.13 | 19,834 | 34.22 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 132,141 | -5.36 | 8,834 | 3.15 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 35,009 | 102.56 | 2,377 | 114.53 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 3,239 | 217 | ||||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 12,044 | -65.50 | 805 | -62.40 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 328,949 | 26.25 | 21,990 | 37.61 | ||||
2025-08-14 | 13F | Betterment LLC | 279,263 | 1.37 | 19 | 12.50 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 13,428 | 51.88 | 898 | 65.50 | ||||
2025-08-07 | 13F | Keystone Financial Services | 3,582 | 0.11 | 239 | 9.13 | ||||
2025-08-12 | 13F | LPL Financial LLC | 35,978 | 49.24 | 2,405 | 62.72 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 3,061 | 205 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 626 | 0.16 | 42 | 10.81 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 54,423 | 4.14 | 3,638 | 13.51 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 4,462 | 301 | ||||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 13,530 | 0.85 | 905 | 9.98 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 109,007 | 7,287 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4,703 | 14.40 | 314 | 24.60 | ||||
2025-08-12 | 13F | MAI Capital Management | 41 | 0.00 | 3 | 0.00 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 66,831 | -35.57 | 4,468 | -29.78 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 6,134 | -1.98 | 410 | 7.05 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 262,918 | 15.15 | 17,576 | 25.52 | ||||
2025-08-14 | 13F | STAR Financial Bank | 17,804 | 3.55 | 1,190 | 12.90 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 5,567 | -58.74 | 372 | -55.02 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 303,016 | 2.98 | 20,257 | 12.25 | ||||
2025-07-14 | 13F | Financial Harvest, LLC | 3,777 | 252 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 10,425 | -79.96 | 697 | -78.18 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 351,460 | 608.07 | 23,495 | 671.85 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 8,924 | 597 | ||||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 476,709 | 17.16 | 31,868 | 27.70 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 43,097 | 1.22 | 2,881 | 10.34 | ||||
2025-07-18 | 13F | Truist Financial Corp | 45,442 | -1.88 | 3,038 | 6.94 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 339 | 23 | ||||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 69,131 | 4.00 | 4,621 | 13.37 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,878 | 0.00 | 126 | 8.70 | ||||
2025-07-15 | 13F | Maseco Llp | 7,029 | 470 | ||||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6,748 | -5.02 | 451 | 3.68 | ||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 5,992 | 77.91 | 401 | 94.17 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6,339 | 424 | ||||||
2025-07-15 | 13F | Great Oak Capital Partners, Llc | 374,113 | 5.56 | 25,361 | 12.27 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 104,799 | 2.80 | 7,006 | 12.04 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 15,112 | 1.85 | 1,010 | 10.99 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6,720 | -0.18 | 449 | 8.98 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 289,099 | 2.05 | 19,326 | 11.24 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 21,585 | 6.07 | 1,324 | 132,200.00 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12,135 | -3.79 | 811 | 5.60 | ||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 104,227 | 7,014 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 136,058 | 78.06 | 9 | 125.00 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 430,932 | 41.36 | 28,808 | 54.08 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 3,058 | -79.32 | 204 | -77.48 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20,427 | 4.20 | 1,366 | 8.59 | ||||
2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 322,413 | -1.39 | 21,553 | 7.49 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 113,578 | 415.23 | 7,626 | 464.40 | ||||
2025-07-21 | 13F | Onyx Financial Advisors, LLC | 21,266 | 107.74 | 1,422 | 126.63 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 72,147 | 1.37 | 4,823 | 10.49 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 204,695 | 17.86 | 13,684 | 28.47 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1,749 | 0.00 | 117 | 8.41 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 131,005 | 8,758 | ||||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 9,827 | 34.71 | 657 | 46.76 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 3,039 | 0.00 | 203 | 9.14 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 26,270 | 1,756 | ||||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 22,782 | 19.46 | 1,523 | 30.20 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,107,446 | 3.67 | 140,883 | 13.00 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 249 | 17 | ||||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 232 | 0.00 | 16 | 7.14 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 406 | 27 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 63,037 | 4,214 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 62,609 | -23.56 | 4,185 | -16.68 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 37,979 | 0.44 | 3 | 0.00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 331 | 0.00 | 22 | 10.00 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 235,501 | -1.32 | 15,743 | 7.56 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 369,615 | 14.41 | 25 | 26.32 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 34,445 | 87.02 | 2,303 | 103.90 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 111,662 | 7,465 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 22,264 | 5.69 | 1,488 | 15.17 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 13,745 | 919 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,952 | 0.00 | 197 | 8.84 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 2,030 | 32.85 | 136 | 45.16 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 10,650 | 4.15 | 712 | 13.40 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,805 | -73.94 | 522 | -71.62 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 408,744 | -10.82 | 27,325 | -2.79 | ||||
2025-07-16 | 13F | Plancorp, LLC | 86,025 | 5,751 | ||||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 19,070 | 23.77 | 1,275 | 34.92 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,349 | 16.50 | 424 | 26.95 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 21,844 | 1,474 | ||||||
2025-07-25 | 13F | Hemington Wealth Management | 15,526 | 0.00 | 1 | |||||
2025-08-04 | 13F | Assetmark, Inc | 549 | -2.83 | 37 | 5.88 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 34,011 | 34.39 | 2,274 | 46.46 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 22,845 | -70.50 | 1,527 | -67.85 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 3,135 | 210 | ||||||
2025-08-14 | 13F | Comerica Bank | 57 | 4 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 5,064 | 339 | ||||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 5,645 | 0.28 | 377 | 9.28 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 14,947 | 999 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 88,522 | -1.47 | 5,918 | 7.41 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 4,233 | -14.69 | 287 | -5.59 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17,589 | 79.41 | 1,176 | 95.51 | ||||
2025-07-02 | 13F | Doliver Advisors, Lp | 3,020 | -29.27 | 202 | -22.99 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 4,472 | -28.36 | 299 | -21.99 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 18,578 | 32.22 | 1,242 | 44.13 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,160 | 479 | ||||||
2025-08-14 | 13F | Note Advisors, LLC | 23,129 | 290.30 | 1,546 | 325.90 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 3,214 | 215 | ||||||
2025-07-25 | 13F | Cwm, Llc | 10,590 | 133.16 | 1 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 46,082 | 3 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 182,721 | 6.89 | 11,206 | 2.18 | ||||
2025-08-13 | 13F | Northern Trust Corp | 4,200 | -2.33 | 281 | 6.46 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 69,149 | 5.08 | 4,623 | 14.55 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 43,216 | 12.39 | 2,889 | 22.48 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 7,778 | 12,246.03 | 520 | 12,875.00 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 15,985 | 0.10 | 1,069 | 9.09 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 578 | 0.17 | 39 | 8.57 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 24,543 | 1,641 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 204,500 | 11.92 | 13,671 | 21.99 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 564,735 | 22.64 | 37,753 | 33.68 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 43,405 | -5.37 | 2,902 | 3.17 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 60,869 | 4,069 | ||||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 3,497 | 234 | ||||||
2025-08-14 | 13F | Mariner, LLC | 107,895 | 40.55 | 7,212 | 53.19 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 298,528 | 4.02 | 19,957 | 13.39 | ||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 4,192 | -19.57 | 280 | -12.23 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 203,353 | -0.38 | 13,653 | 9.06 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 228,977 | 18.48 | 15 | 36.36 | ||||
2025-08-15 | 13F | Morgan Stanley | 414 | 28 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 83,352 | 67.47 | 5,572 | 82.57 | ||||
2025-07-09 | 13F | Divergent Planning, LLC | 4,192 | 280 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 8,438 | 12.87 | 1 | |||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 227,308 | 217.68 | 15,196 | 246.29 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 26,772 | 1,790 | ||||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 576 | 200.00 | 39 | 245.45 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 4,008 | 268 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 5,384 | 360 | ||||||
2025-07-11 | 13F | Scratch Capital Llc | 11,529 | 771 | ||||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 15,554 | 23.53 | 1,040 | 34.59 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 114,821 | 1.34 | 7,647 | 10.73 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18,327 | 1,225 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 78,767 | 5 |