Mga Batayang Estadistika
Pemilik Institusional | 565 total, 565 long only, 0 short only, 0 long/short - change of 6.78% MRQ |
Alokasi Portofolio Rata-rata | 0.8738 % - change of -0.57% MRQ |
Saham Institusional (Jangka Panjang) | 178,462,149 (ex 13D/G) - change of 10.77MM shares 6.42% MRQ |
Nilai Institusional (Jangka Panjang) | $ 4,980,425 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF (US:DFAE) memiliki 565 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 178,462,149 saham. Pemegang saham terbesar meliputi Retirement Systems of Alabama, Mather Group, Llc., Fmr Llc, UBS Group AG, Bank Of America Corp /de/, Mariner, LLC, Foster Group, Inc., Factory Mutual Insurance Co, Wealthspire Advisors, LLC, and Coldstream Capital Management Inc .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF (ARCA:DFAE) 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 30.33 / share. Previously, on September 9, 2024, the share price was 25.58 / share. This represents an increase of 18.57% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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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
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.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | Centennial Bank/AR/ | 133 | 0.00 | 4 | 0.00 | ||||
2025-07-14 | 13F | Shearwater Capital LLC | 34,191 | -1.71 | 990 | 9.89 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 16,183 | 0.00 | 469 | 11.96 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 624 | 18 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 1,764,427 | 10.37 | 51,080 | 23.42 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 59 | 2 | ||||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 35,821 | -59.86 | 1,037 | -55.11 | ||||
2025-08-05 | 13F | Landmark Wealth Management, Inc. | 8,833 | -72.21 | 256 | -68.98 | ||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 54,057 | 8.90 | 1,400 | 11.12 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9,471 | 0.79 | 274 | 12.76 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 55,527 | 5.72 | 1,653 | 21.99 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 847 | -2.42 | 25 | 9.09 | ||||
2025-05-06 | 13F | WMG Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 71,011 | 2,056 | ||||||
2025-08-14 | 13F | Essential Planning, LLC. | 256,073 | 1.86 | 7,413 | 13.91 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 223,717 | 0.67 | 6,477 | 12.57 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 562,899 | 10.13 | 16,296 | 23.14 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 77,936 | 17.69 | 2,256 | 31.62 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 236,199 | 169.01 | 6,838 | 200.79 | ||||
2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 150,272 | -2.19 | 4,343 | 9.20 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 1,697,608 | -13.57 | 49,146 | -3.35 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 22,521 | 0.74 | 652 | 12.63 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 31,393 | 13.84 | 909 | 27.35 | ||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 62,041 | 2 | ||||||
2025-07-17 | 13F | Montis Financial, LLC | 26,195 | 2.19 | 758 | 14.33 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11,587 | -3.79 | 335 | 7.72 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 414,322 | 11.96 | 10,719 | 17.16 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 7,567 | 219 | ||||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 200 | 0.00 | 6 | 0.00 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 679,475 | 1.79 | 19,671 | 13.82 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 166,786 | 0.00 | 4,828 | 11.81 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 444,832 | 23.72 | 12,878 | 38.34 | ||||
2025-08-12 | 13F | Cowa, Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 258,097 | 29.43 | 7,472 | 44.73 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 29,704 | -8.64 | 860 | 2.14 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 185,711 | 3.25 | 5,376 | 15.46 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 149 | 0.00 | 4 | 33.33 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 20,781 | -14.89 | 602 | -4.91 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 235,229 | 2.46 | 6,810 | 14.57 | ||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 155,398 | 0.54 | 4,499 | 12.42 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 5,495 | 159 | ||||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 11,749 | 0.00 | 340 | 11.84 | ||||
2025-04-21 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 96,981 | 2,808 | ||||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 75,545 | 8.32 | 2,187 | 21.16 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 1,107,843 | 24.40 | 32,072 | 39.11 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 58,844 | 0.03 | 1,704 | 11.82 | ||||
2025-08-06 | 13F | DDFG, Inc | 368,560 | 0.34 | 10,670 | 12.20 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 354,296 | 0.07 | 10,257 | 11.90 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 817,775 | 0.43 | 23,675 | 12.30 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 269,425 | -0.96 | 7,800 | 10.73 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 655,714 | -0.81 | 18,983 | 10.92 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 745,829 | 143.67 | 21,592 | 172.48 | ||||
2025-07-14 | 13F | Financial Harvest, LLC | 10,944 | 317 | ||||||
2025-08-01 | 13F | Zhang Financial LLC | 68,293 | 15.19 | 1,977 | 28.88 | ||||
2025-07-23 | 13F | Canopy Partners, LLC | 11,863 | 22.87 | 343 | 37.75 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 294,847 | -18.03 | 8,536 | -8.34 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 676,466 | 49.84 | 19,584 | 67.55 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Novak & Powell Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 20,684 | -3.94 | 599 | 7.36 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 74,190 | -5.68 | 1,921 | -3.76 | ||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 151,097 | 5.25 | 4,374 | 17.71 | ||||
2025-08-14 | 13F | Clg Llc | 19,350 | 0.00 | 560 | 12.00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2,079,940 | 7.79 | 60,214 | 20.53 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,455 | 0.00 | 42 | 13.51 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 61,173 | -10.17 | 1,771 | 0.40 | ||||
2025-07-24 | 13F | Fischer Investment Strategies, Llc | 131,790 | 55.73 | 3,815 | 74.20 | ||||
2025-07-18 | 13F | Truist Financial Corp | 21,326 | 2.21 | 617 | 14.26 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1,093 | 38.88 | 32 | 55.00 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 27,183 | 192.38 | 787 | 227.50 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 15,928 | -6.28 | 461 | 4.77 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 727,083 | 0.13 | 21,049 | 11.97 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 136,277 | 82.01 | 3,945 | 103.56 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 235,098 | -1.29 | 7 | 0.00 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 153,118 | 35.76 | 4,433 | 51.78 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 79,790 | -2.00 | 2,310 | 9.59 | ||||
2025-07-29 | 13F | Schubert & Co | 8,414 | 0.01 | 244 | 11.98 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,315 | -2.03 | 154 | 9.29 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 446,775 | -11.36 | 12,934 | -0.88 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 1,114,524 | 3.23 | 32,265 | 15.43 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 116,272 | 80.44 | 3,366 | 101.80 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 506,033 | 80.46 | 14,650 | 101.78 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 772,818 | 10.24 | 22 | 22.22 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 8,166 | 24.35 | 236 | 38.82 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 5,176 | -7.26 | 150 | 8.76 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 452,375 | -1.02 | 13,096 | 10.68 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 16,109 | 41.69 | 466 | 58.50 | ||||
2025-08-15 | 13F | Morgan Stanley | 25,639 | -8.76 | 742 | 2.06 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 114,703 | 10.20 | 3,308 | 30.24 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 7,873 | -31.86 | 228 | -24.08 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,871,896 | 25.08 | 54,191 | 39.86 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 257,995 | -1.40 | 7,469 | 10.25 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 12,129,964 | 13.91 | 351,162 | 27.37 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 | 0.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 448,410 | -15.34 | 12,981 | -5.33 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 93,855 | 11.01 | 2,717 | 24.18 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17,092 | -1.05 | 495 | 10.51 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 564,701 | 0.84 | 16,348 | 12.76 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11,476 | 0.76 | 332 | 12.93 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 35,405 | 0.00 | 1,025 | 11.79 | ||||
2025-05-14 | 13F | Huntington National Bank | 12 | -15.38 | ||||||
2025-07-23 | 13F | Matisse Capital | 10,438 | 0.00 | 302 | 11.85 | ||||
2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37,489 | 3.52 | 1,124 | 16.86 | ||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 1,697,608 | -13.57 | 49,146 | -3.35 | ||||
2025-07-15 | 13F | Optima Capital Llc | 21,504 | 13.93 | 623 | 27.46 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 170,053 | 8.28 | 4,923 | 21.08 | ||||
2025-08-14 | 13F | Comerica Bank | 26,201 | 3.52 | 759 | 15.73 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 670,251 | -0.82 | 19,404 | 10.90 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 144,115 | 0.56 | 4,172 | 12.45 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 316,464 | 11.64 | 9,162 | 24.84 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 93,258 | 80.46 | 2,700 | 101.79 | ||||
2025-07-16 | 13F | Exeter Financial, LLC | 28,795 | 14.44 | 834 | 27.96 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 30,090 | 84.64 | 871 | 106.89 | ||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 10,185 | 295 | ||||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7,318 | 212 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 25,347 | 5.11 | 734 | 17.47 | ||||
2025-07-16 | 13F | Eastover Investment Advisors LLC | 19,470 | 0.00 | 564 | 11.71 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 82,941 | 0.67 | 2,401 | 12.62 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 85,772 | -6.49 | 2,483 | 4.59 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 67,864 | -1.99 | 1,965 | 9.60 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 64,364 | -18.01 | 1,863 | -8.32 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 289,367 | -10.06 | 8,695 | 4.19 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 698,320 | 3.29 | 20,216 | 15.51 | ||||
2025-07-17 | 13F | Avondale Wealth Management | 362,622 | -17.01 | 10,498 | -7.20 | ||||
2025-08-04 | 13F | McMill Wealth Management | 217,880 | 0.55 | 6,296 | 12.21 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 686,092 | 2.85 | 19,862 | 15.01 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 34,405 | 62.46 | 996 | 81.75 | ||||
2025-07-11 | 13F | First PREMIER Bank | 20,193 | 136.73 | 1 | |||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 74,096 | 23.12 | 2,145 | 37.94 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Northern Trust Corp | 23,486 | 680 | ||||||
2025-08-12 | 13F | Forum Private Client Group LLC | 274,713 | 9.01 | 7,953 | 21.89 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 8,861 | 0.00 | 229 | 2.23 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | BIP Wealth, LLC | 27,650 | 138.75 | 800 | 167.56 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 59,331 | 0.78 | 1,718 | 12.66 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 9,222 | 0.00 | 267 | 11.76 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 8,870 | 3.91 | 257 | 16.36 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 327,854 | 0.16 | 9,491 | 12.00 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 64,212 | 0.00 | 1,859 | 11.79 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1,183 | 4,829.17 | 34 | |||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 578,272 | 8.49 | 16,741 | 21.31 | ||||
2025-04-16 | 13F | Marshall Financial Group LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Grimes & Company, Inc. | 429,356 | 13.39 | 12,430 | 26.79 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 4,866 | -63.22 | 141 | -59.06 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,080 | 0.00 | 31 | 14.81 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,793,035 | 21.70 | 51,909 | 36.08 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 419,172 | -5.40 | 12 | 9.09 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 194,522 | 69.88 | 5,631 | 89.98 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 45,188 | 1.61 | 1,308 | 13.64 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 5,074,985 | 7.31 | 146,921 | 19.99 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 2,001 | 0.00 | 58 | 11.76 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 3,528 | 0.00 | 102 | 12.09 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 54,835 | 283.73 | 1,587 | 330.08 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 350 | -36.94 | 0 | |||||
2025-07-16 | 13F | Falcon Wealth Planning | 1,684,331 | -0.73 | 48,761 | 11.00 | ||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 213,560 | -0.75 | 6,195 | 11.22 | ||||
2025-04-29 | 13F | Hm Payson & Co | 7,571 | 0.00 | 196 | 2.08 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 56,262 | -3.55 | 1,629 | 7.81 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 408,224 | 2.00 | 11,818 | 14.06 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 847 | -36.79 | 22 | -38.24 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 216,207 | -15.57 | 6,259 | -5.62 | ||||
2025-07-23 | 13F | First Financial Group Corp | 74,997 | 0.15 | 2,171 | 12.20 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 76,157 | 3.07 | 2,205 | 15.27 | ||||
2025-07-15 | 13F | Vestment Financial LLC | 46,350 | -12.72 | 1,349 | -2.53 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 69,341 | 48.85 | 2,007 | 66.42 | ||||
2025-08-11 | 13F | WPWealth LLP | 840,480 | -2.52 | 24,332 | 9.00 | ||||
2025-07-15 | 13F | Cordant, Inc. | 60,016 | 140.17 | 1,737 | 168.89 | ||||
2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 13,377 | 7.82 | 387 | 20.56 | ||||
2025-07-15 | 13F | tru Independence LLC | 25,116 | -18.24 | 727 | -8.55 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 601,614 | 4.76 | 17,345 | 16.65 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 23,485 | 0.00 | 680 | 11.68 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,241,762 | 2.41 | 36,359 | 15.82 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,195 | 237 | ||||||
2025-07-28 | 13F | Strategent Financial, LLC | 8,486 | 246 | ||||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 62 | 0.00 | 2 | 0.00 | ||||
2025-07-09 | 13F | Presidio Capital Management, LLC | 10,524 | -6.54 | 305 | 4.47 | ||||
2025-07-07 | 13F | Enterprise Bank & Trust Co | 318,236 | 4.89 | 9,213 | 17.28 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 9,850 | -21.37 | 285 | -12.04 | ||||
2025-07-25 | 13F | Cwm, Llc | 1,123,325 | -2.64 | 33 | 10.34 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 15,965 | 462 | ||||||
2025-07-18 | 13F | Lynx Investment Advisory | 29,940 | 26.89 | 867 | 41.97 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 526,905 | 8.66 | 15,254 | 21.50 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 370,668 | -3.12 | 10,731 | 8.33 | ||||
2025-04-17 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 321,410 | 11.55 | 9,305 | 24.74 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 650,034 | 0.05 | 18,818 | 11.88 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 79,174 | 0.25 | 2,292 | 12.13 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 335,772 | 7.61 | 9,721 | 20.33 | ||||
2025-08-13 | 13F | Lauer Wealth, LLC | 68,794 | -0.95 | 2,042 | 13.33 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 7,145 | 207 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 79,005 | 29.62 | 2,287 | 44.93 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 4,640 | 53.34 | 134 | 71.79 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 284,846 | -0.53 | 8,246 | 11.24 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 31 | 0.00 | 1 | |||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 398,186 | 15.49 | 11,527 | 29.14 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 7,902 | 229 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 111,944 | 33.55 | 3,241 | 49.31 | ||||
2025-05-14 | 13F | JustInvest LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4,026 | 104 | ||||||
2025-08-04 | 13F | Partners in Financial Planning | 14,549 | 421 | ||||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 43,218 | 1,251 | ||||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 67,440 | 5.11 | 1,952 | 17.52 | ||||
2025-07-14 | 13F | Abound Wealth Management | 0 | 0 | ||||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 18,765 | 85.00 | 486 | 88.72 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 276 | 8 | ||||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 16,010 | 0.00 | 463 | 11.84 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 51,097 | 1,479 | ||||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 8,685 | -1.56 | 252 | 10.53 | ||||
2025-04-14 | 13F | Investment Advisory Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 187,127 | 1.59 | 5,397 | 12.51 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 143,878 | 12.07 | 4,165 | 25.34 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 6,581 | -24.80 | 191 | -15.93 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,518 | 0 | ||||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 12,892 | 0.77 | 373 | 12.69 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 164,468 | 4,761 | ||||||
2025-08-13 | 13F | American Investment Services, Inc. | 41,177 | -25.86 | 1,192 | -17.05 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 135,374 | 1.78 | 3,919 | 13.83 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 218 | 0 | ||||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 368 | 0.00 | 11 | 11.11 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 216,573 | 3.46 | 6,270 | 15.69 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 50,757 | 17.20 | 1,469 | 31.04 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 8,662 | 0.00 | 224 | 2.28 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 116,713 | 6.00 | 3,379 | 18.53 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 566 | 16 | ||||||
2025-07-15 | 13F | RVW Wealth, LLC | 901,424 | -1.07 | 26,096 | 10.63 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 65,034 | 0.47 | 1,883 | 12.36 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 271,933 | -29.77 | 7,872 | -21.48 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 14,181 | 411 | ||||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 624,910 | -8.38 | 18,091 | 2.45 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,913 | 0.00 | 171 | 11.76 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 53,533 | 1.32 | 1,550 | 13.31 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 16,043 | 0.02 | 0 | |||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 176,830 | 5,181 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 413 | 12 | ||||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 61,638 | -8.04 | 1,784 | 2.82 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 454,237 | 40.83 | 13,150 | 57.49 | ||||
2025-07-16 | 13F | Plancorp, LLC | 125,397 | 0.00 | 3,630 | 11.83 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 12,418 | -25.37 | 360 | -16.51 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 9,609 | 0.59 | 278 | 12.55 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,281 | 0.47 | 37 | 15.63 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 139,629 | -5.46 | 4,042 | 5.73 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 7,185 | 208 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,072 | 7.43 | 1 | |||||
2025-08-11 | 13F | One Capital Management, LLC | 20,816 | -11.12 | 603 | -0.66 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 153,806 | 8.85 | 4,453 | 21.71 | ||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 91,049 | -19.01 | 2,636 | -9.45 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 753 | 22 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 7,462 | 216 | ||||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 12,182 | 1.31 | 353 | 13.18 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 64,494 | -0.94 | 1,867 | 10.80 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 754,682 | 1.93 | 21,848 | 13.98 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 31,802 | -73.23 | 921 | -70.08 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 247,753 | 10.36 | 7,172 | 23.40 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 346,996 | 3.39 | 10,046 | 15.61 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 92,236 | -21.26 | 2,670 | -10.13 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 84,607 | -9.33 | 2,449 | 1.41 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 463,274 | 0.36 | 13,412 | 12.22 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 33,571 | -1.34 | 972 | 10.34 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 48 | 1 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 93,684 | -1.36 | 2,712 | 10.33 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 53,843 | 0.00 | 1,559 | 11.84 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 215,910 | 4.09 | 6,251 | 16.39 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 16,300 | 0.17 | 472 | 11.88 | ||||
2025-08-14 | 13F | Betterment LLC | 349,225 | -4.95 | 10 | 11.11 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 295,326 | -32.77 | 8,550 | -24.82 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 146,271 | 27.57 | 4,235 | 42.65 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 175,065 | 0.19 | 5,068 | 12.05 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 12,901 | 19.89 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 91,717 | -0.51 | 2,655 | 11.27 | ||||
2025-07-24 | 13F | rebel Financial LLC | 29,762 | 862 | ||||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 20,288 | 29.69 | 587 | 44.94 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 1,690 | 26.12 | 49 | 41.18 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 654 | 17.20 | 19 | 28.57 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 31,663 | 0.00 | 917 | 11.84 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 93,111 | 1.48 | 2,696 | 13.47 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 238,923 | 3.81 | 6,917 | 16.08 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 86,976 | 18.68 | 2,519 | 32.79 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 483,005 | 3.13 | 13,983 | 15.32 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 104,040 | 26.81 | 3,012 | 41.76 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 16,459 | -15.82 | 476 | -5.93 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 10,848 | 2.02 | 314 | 14.18 | ||||
2025-08-11 | 13F | Oder Investment Management, LLC | 52,418 | 0.78 | 1,518 | 12.70 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 12,170 | 6.67 | 352 | 19.32 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 14,483 | -0.05 | 419 | 11.73 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 403,358 | 6.76 | 11,677 | 20.88 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 181,232 | 14.66 | 5,247 | 28.20 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8,473 | 5.36 | 245 | 17.79 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 265,962 | 11.31 | 7,700 | 24.46 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 53,026 | -0.89 | 1,535 | 10.83 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 22,163 | -0.02 | 642 | 11.87 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 569,117 | 3.11 | 16,476 | 15.29 | ||||
2025-08-14 | 13F | Stadion Money Management, LLC | 285,591 | -7.99 | 8,268 | 2.87 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 97,391 | -10.55 | 2,819 | 0.04 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 71,743 | -1.67 | 2,077 | 9.90 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 681,032 | 60.70 | 19,907 | 81.43 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,610,903 | 0.51 | 75,586 | 12.39 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 79,185 | -2.35 | 2,292 | 9.19 | ||||
2025-07-21 | 13F | Keb Asset Management, Llc | 188,322 | 4.09 | 5,452 | 16.37 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 19,760 | -3.39 | 572 | 8.13 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 322,097 | 193.35 | 9,327 | 228.30 | ||||
2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 153,083 | -3.42 | 4,432 | 7.99 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 10,135 | -18.15 | 293 | -8.44 | ||||
2025-07-24 | 13F | VanderPol Investments L.L.C. | 12,667 | -17.08 | 367 | -7.34 | ||||
2025-08-12 | 13F | Tableaux Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 49,441 | -0.38 | 1,431 | 11.45 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 36,230 | 6.84 | 1,049 | 19.50 | ||||
2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 143,967 | -1.05 | 4,168 | 12.90 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 290 | 8 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 293 | 0.00 | 8 | 14.29 | ||||
2025-08-14 | 13F | 10Elms LLP | 0 | -100.00 | 0 | |||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1,085,740 | 0.77 | 28,110 | 2.83 | ||||
2025-07-31 | 13F | City State Bank | 80,847 | 5.80 | 2,341 | 18.30 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 363 | 0.00 | 10 | 11.11 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 7,488 | -8.63 | 217 | 1.89 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 11,928 | 44.23 | 349 | 62.62 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 17,789 | 11.15 | 515 | 24.15 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 82,994 | 0.24 | 2,403 | 12.09 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51,113 | 104.80 | 1,480 | 128.95 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 1,714,470 | 3.93 | 49,634 | 16.21 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 65,061 | -1.33 | 1,884 | 9.67 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 162,605 | -0.03 | 4,841 | 20.04 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 495 | 0.00 | 14 | 16.67 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 43,885 | 0.57 | 1,270 | 12.49 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 9,310 | 0.00 | 270 | 11.62 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1,709,564 | -13.00 | 49,492 | -2.71 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 115,276 | 2.00 | 3,337 | 14.05 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 32,559 | 12.39 | 943 | 25.60 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 374,162 | 4.53 | 11,075 | 19.28 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 9,693 | -9.50 | 281 | 1.08 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 137,371 | 23.38 | 3,977 | 37.96 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1,659,408 | 8.83 | 48,040 | 21.69 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 15,950 | -0.12 | 462 | 11.62 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 285,802 | -0.44 | 8,274 | 11.32 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 13 | 0 | ||||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2,332,326 | 1.58 | 67,521 | 13.59 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 13,941 | -95.86 | 404 | -95.38 | ||||
2025-07-14 | 13F | Chico Wealth RIA | 397,760 | -0.94 | 11,515 | 10.77 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 551 | -2.30 | 16 | 7.14 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 16,724 | 2.10 | 484 | 14.15 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,506,344 | 115.88 | 43,609 | 141.41 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 15,493 | 20.43 | 449 | 34.53 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 495,410 | -1.05 | 14,342 | 10.65 | ||||
2025-07-15 | 13F | Maseco Llp | 1,132,988 | 32,789 | ||||||
2025-07-14 | 13F | Golden State Equity Partners | 15,927 | 0.01 | 461 | 11.89 | ||||
2025-06-03 | 13F | Invst, LLC | 19,770 | 25.36 | 512 | 27.75 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 77,079 | 11.09 | 2,231 | 24.22 | ||||
2025-08-04 | 13F | Spire Wealth Management | 8,439 | -3.97 | 244 | 7.49 | ||||
2025-08-04 | 13F | Assetmark, Inc | 962 | 151.17 | 28 | 200.00 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 78,339 | 4.53 | 2,268 | 16.86 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 29,943 | -8.54 | 1 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 155 | -97.37 | 4 | -97.37 | ||||
2025-08-12 | 13F | MAI Capital Management | 260,968 | -0.87 | 7,555 | 10.86 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,305,684 | 0.41 | 37,800 | 12.28 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1,051,180 | 28.20 | 30,432 | 43.35 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 916 | 0.00 | 27 | 13.04 | ||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 70,025 | 12.48 | 2,027 | 25.82 | ||||
2025-08-01 | 13F | Motco | 3,544 | 104 | ||||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 47,787 | 3.69 | 1,383 | 15.93 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 83,794 | -4.19 | 2,426 | 7.11 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 217,753 | 0.93 | 6,304 | 12.86 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 87,525 | 28.12 | 2,534 | 43.27 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 19,961 | 44.24 | 578 | 61.17 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 231,124 | 127.48 | 6,691 | 154.41 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 4,140 | -49.89 | 120 | -44.13 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 583,847 | -0.26 | 16,902 | 7.66 | ||||
2025-08-07 | 13F | Midwest Trust Co | 21,303 | 617 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 12,648 | 3.91 | 366 | 16.19 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 165,556 | -18.04 | 4,793 | -8.36 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 36,981 | 3.91 | 1,071 | 16.18 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 65,518 | -1.71 | 1,897 | 9.91 | ||||
2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 289,467 | 6.89 | 8,380 | 19.53 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 430,492 | 4.92 | 12,462 | 17.31 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,294 | 6.40 | 356 | 18.73 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 156,818 | -21.72 | 4,540 | -11.31 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 289,365 | -0.13 | 8,377 | 11.68 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 162,232 | 3.20 | 4,697 | 15.41 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 699,313 | 3.39 | 20,245 | 15.80 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 23,793 | 52.06 | 689 | 69.88 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 21,007 | 33.10 | 608 | 49.02 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 236,097 | 7.00 | 6,835 | 19.66 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 636,449 | -0.85 | 18,425 | 10.87 | ||||
2025-04-29 | 13F | Mills Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 140,248 | 0.00 | 3,631 | 0.00 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 463,229 | 1.66 | 13,410 | 13.67 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 9,608 | 52.44 | 278 | 70.55 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 606,068 | 0.73 | 18 | 13.33 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 926,209 | 8.42 | 26,814 | 21.23 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 6,019 | 1.24 | 174 | 13.73 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 30,522 | 22.36 | 884 | 36.90 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 4,159 | 14.70 | 120 | 29.03 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1,509,084 | 10.43 | 43,688 | 23.48 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 712,989 | 32.15 | 20,641 | 47.77 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 79,664 | 2.01 | 2,306 | 14.10 | ||||
2025-08-14 | 13F | Mariner, LLC | 3,777,597 | 0.35 | 109,361 | 12.21 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 8,354 | 0.00 | 242 | 11.57 | ||||
2025-07-29 | 13F | Graver Capital Management, LLC | 227,154 | 7.45 | 6,576 | 20.15 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 11,075 | 0.00 | 321 | 17.15 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 60,262 | 1,745 | ||||||
2025-05-12 | 13F | Cahill Wealth Management, LLC | 62,651 | 6.45 | 1,622 | 8.64 | ||||
2025-07-22 | 13F | Wealthcare Capital Management Llc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 76,067 | 2.83 | 2,202 | 14.99 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 125,008 | -0.23 | 3,171 | -0.22 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 26,399 | -1.02 | 764 | 10.72 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 1,971,067 | -5.18 | 57,062 | 6.03 | ||||
2025-07-24 | 13F | Eastern Bank | 222 | 0.00 | 6 | 20.00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 136 | 0.00 | 4 | 0.00 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 71,750 | 24.82 | 2 | 100.00 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 9,747 | -7.65 | 282 | 3.30 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13,150 | 8.69 | 381 | 21.41 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 14,420 | -1.49 | 417 | 10.32 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 222,257 | 1.94 | 6,434 | 14.00 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 8,276 | 291.30 | 240 | 342.59 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 96 | 0.00 | 3 | 0.00 | ||||
2025-07-15 | 13F | Fort Henry Capital, LLC | 178,036 | 1.64 | 5,154 | 13.65 | ||||
2025-07-29 | 13F | Private Trust Co Na | 22,093 | -3.28 | 640 | 8.12 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 577 | 17 | ||||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 29,757 | 14.13 | 861 | 27.56 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 62,983 | 10.45 | 1,823 | 23.51 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17,918 | 33.32 | 519 | 49.28 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 3,613,675 | 0.20 | 104,616 | 12.05 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18,128 | 0.21 | 525 | 11.97 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 911,962 | -2.73 | 26,401 | 8.77 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 9,659 | 0.00 | 280 | 11.60 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 14,371 | 15.47 | 416 | 29.19 | ||||
2025-08-12 | 13F | Change Path, LLC | 83,471 | -3.61 | 2,416 | 7.76 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 79,108 | -0.02 | 2,290 | 11.82 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 15,085 | -36.75 | 437 | -27.93 | ||||
2025-07-23 | 13F | Abel Hall, LLC | 15,557 | -0.22 | 450 | 11.66 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 796,983 | 23,073 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,178 | -42.21 | 548 | -41.01 | ||||
2025-08-05 | 13F | Burney Co/ | 28,844 | 228.67 | 835 | 267.84 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 175 | 5 | ||||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 506,684 | 78.28 | 14,669 | 99.35 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 20,864 | 15.38 | 604 | 29.06 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 12,200 | 353 | ||||||
2025-08-07 | 13F | Efficient Advisors, LLC | 476,585 | 1.07 | 13,797 | 13.02 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 34,234 | 291.47 | 991 | 338.50 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 2,561,130 | 74,145 | ||||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 59,420 | -9.17 | 2 | 0.00 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 81 | 2 | ||||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 19,028 | -0.95 | 551 | 10.66 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 320 | 0.00 | 9 | 12.50 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 32,488 | -14.09 | 941 | -3.98 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 982,286 | 3.03 | 28,437 | 15.21 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 66,985 | -26.94 | 1,939 | -18.29 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 16,200 | 0.00 | 469 | 11.69 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,266 | -7.55 | 65 | 3.17 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 18,625 | 25.99 | 539 | 41.10 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 25,509 | 0.14 | 738 | 11.99 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 378,081 | -0.38 | 10,945 | 11.39 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1,334 | 0.00 | 39 | 11.76 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 266,563 | 25.01 | 7,736 | 40.13 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 225,808 | 6.11 | 5,846 | 8.30 | ||||
2025-07-11 | 13F | Scratch Capital Llc | 6,932 | -30.92 | 201 | -22.78 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 521 | 0 | ||||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 56,577 | 10.05 | 2 | 0.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 467,152 | 17.08 | 13,524 | 30.92 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 181,273 | 1.71 | 5,248 | 13.72 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 106,812 | 3.01 | 3,092 | 15.20 | ||||
2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 391,008 | 1.82 | 11,320 | 13.85 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 13,875 | 0.95 | 402 | 12.96 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1,412 | 41 | ||||||
2025-07-09 | 13F | Krilogy Financial LLC | 37,664 | 5.37 | 1,090 | 17.84 | ||||
2025-08-04 | 13F | Ledyard National Bank | 999,184 | 1.20 | 28,926 | 13.16 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 6 | 0.00 | 0 | |||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 296 | 0.00 | 9 | 14.29 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 739 | 0.00 | 21 | 10.53 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 231,239 | 11.68 | 7 | 20.00 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Argent Trust Co | 9,793 | 284 | ||||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 52,817 | -22.15 | 1,529 | -12.93 | ||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 1,697,608 | -13.57 | 49,146 | -3.35 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 438,329 | 13 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 17,734 | -4.09 | 513 | 7.32 | ||||
2025-08-07 | 13F | Allworth Financial LP | 109,184 | 13.18 | 3,161 | 26.55 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 238,844 | -0.63 | 6,931 | 15.63 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 216,573 | 3.46 | 6,270 | 15.69 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 151,054 | 8.76 | 4,373 | 21.64 | ||||
2025-08-08 | 13F | Creative Planning | 1,535,545 | -2.59 | 44,454 | 8.93 | ||||
2025-08-13 | 13F | Banco de Sabadell, S.A | 1,058 | 0 | ||||||
2025-07-10 | 13F | Moody National Bank Trust Division | 106,932 | 9.72 | 3,096 | 22.67 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 632,947 | 6.39 | 18,368 | 28.05 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 84,471 | 9.08 | 2,445 | 22.01 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 156,995 | 12.76 | 4,545 | 26.11 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 24,992 | 1.40 | 724 | 13.32 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 963,671 | 34.69 | 27,897 | 50.59 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 39,920 | 6.96 | 1,156 | 19.57 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 71,408 | 415.77 | 2,067 | 477.37 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 21,492 | 1 | ||||||
2025-08-14 | 13F | UBS Group AG | 6,126,711 | -0.14 | 177,368 | 11.67 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 11,390 | 339 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 19,864 | 12.91 | 575 | 26.37 | ||||
2025-08-04 | 13F | Hutchinson Capital Management/ca | 74,564 | 10.13 | 2,159 | 23.17 | ||||
2025-08-14 | 13F | Sei Investments Co | 26,378 | 764 | ||||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 24,721 | 735 | ||||||
2025-08-07 | 13F | Tillman Hartley LLC | 101,781 | 0.43 | 2,947 | 12.31 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 68,597 | 10.25 | 2 | 0.00 | ||||
2025-08-06 | 13F | North Capital, Inc. | 133,166 | 0.24 | 3,855 | 12.10 | ||||
2025-08-12 | 13F | Martin Worley Group | 173,904 | 18.90 | 5,035 | 32.96 | ||||
2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 2,225 | 0.14 | 64 | 12.28 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 189,931 | 5.11 | 5,499 | 17.53 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 374,342 | 1.38 | 10,837 | 13.37 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 129 | 0.78 | 4 | 0.00 | ||||
2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 213,154 | -4.34 | 6,171 | 6.97 | ||||
2025-08-14 | 13F | Fmr Llc | 9,522,057 | -10.34 | 275,664 | 0.26 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 110,880 | 3 | ||||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 22,827 | 29.65 | 661 | 45.05 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 669,377 | 0.34 | 19,378 | 12.20 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 181,127 | 4.42 | 5,244 | 16.77 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 27,404 | -0.43 | 793 | 11.38 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 47,841 | 0.49 | 1,385 | 12.34 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 14,778 | -3.25 | 428 | 8.10 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 19,853 | 33.11 | 575 | 48.70 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 117,722 | -5.06 | 3,538 | 10.22 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 44,810 | 42.19 | 1,297 | 59.14 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 68,778 | -11.02 | 1,991 | -0.50 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 427,571 | 0.91 | 12 | 20.00 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 2,519,591 | 2.30 | 65,484 | 4.80 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 110,511 | 4.99 | 3,199 | 17.39 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 218 | 6 | ||||||
2025-08-05 | 13F | Allodium Investment Consultants, LLC | 292,656 | 7.38 | 8,472 | 20.09 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 | 100.00 | 6 | 150.00 | ||||
2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 72,019 | 19.99 | 2,085 | 34.19 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14,982 | -48.84 | 434 | -42.27 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 15,615 | -10.29 | 452 | 0.44 | ||||
2025-07-28 | 13F | Baker Boyer National Bank | 92,586 | -2.43 | 2,680 | 9.12 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 66,125 | 1.80 | 1,914 | 13.86 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 14,966 | 0.67 | 433 | 12.76 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 73,166 | 0.59 | 2,118 | 12.48 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21,486 | 622 | ||||||
2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 534,959 | -3.70 | 15,487 | 7.68 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 39,490 | 25.23 | 1,143 | 40.07 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 11,557 | 1.37 | 344 | 16.61 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 69,063 | -10.36 | 1,999 | 0.25 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 310,200 | 96.56 | 8,980 | 119.83 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 96,748 | 1.42 | 2,801 | 13.41 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 283,313 | 0.37 | 8,202 | 12.22 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 96 | 0.00 | 3 | 0.00 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 384,965 | -0.48 | 11,145 | 11.28 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 974 | 314.47 | 28 | 366.67 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 87,420 | -17.76 | 2,531 | -8.03 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 7,501 | 217 | ||||||
2025-07-11 | 13F | Great Waters Wealth Management | 354,067 | -5.75 | 10,250 | 5.39 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 17,692 | -0.84 | 512 | 11.06 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 471,205 | -6.06 | 13,641 | 5.05 | ||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 153,264 | 6.67 | 4,437 | 19.28 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 665,118 | 5.28 | 19 | 18.75 | ||||
2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 9,284 | 18.30 | 269 | 32.02 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 601,025 | 2.86 | 17,400 | 15.01 | ||||
2025-08-04 | 13F | Atria Investments Llc | 250,815 | -0.38 | 7,261 | 11.40 | ||||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 9,171 | 6.61 | 266 | 19.37 | ||||
2025-08-14 | 13F | Navigoe, LLC | 131,563 | 10.55 | 4 | 0.00 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 42,788 | -1.11 | 1,239 | 10.54 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 177,328 | 53,963.41 | 5,134 | 5.38 | ||||
2025-08-04 | 13F | Retirement Systems of Alabama | 12,668,769 | 0.00 | 366,761 | 11.82 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46,835 | 4.22 | 1,356 | 16.51 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 3,909 | -89.46 | 113 | -88.22 | ||||
2025-08-13 | 13F | Wealthquest Corp | 396,590 | 6.21 | 11,481 | 18.76 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 8,276 | 240 | ||||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 39,429 | 0.08 | 1,141 | 11.86 | ||||
2025-07-09 | 13F | Emprise Bank | 97,414 | 1,052.83 | 2,820 | 1,193.58 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 411,212 | 5.94 | 11,905 | 20.89 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 408 | 12 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13,952 | -2.90 | 404 | 8.63 | ||||
2025-04-09 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Asset Dedication, LLC | 7,487 | 142.93 | 217 | 173.42 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 15,134 | 25.32 | 438 | 40.38 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 734,397 | 4.00 | 21,261 | 16.30 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 74,660 | -1.00 | 2,161 | 10.71 | ||||
2025-08-14 | 13F | Premier Financial Group | 2 | 0 | ||||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 255,997 | -0.59 | 7,411 | 11.16 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 1,094,058 | -12.88 | 31,673 | -2.58 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 125 | 0.00 | 4 | 0.00 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 606,532 | -0.28 | 17,559 | 11.51 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 879,739 | -4.14 | 25,468 | 7.19 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 1,590 | 46 | ||||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3,696 | -22.52 | 107 | -13.82 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Lincoln Capital Corp | 88,057 | 3.06 | 2,549 | 15.24 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 50,071 | 8.27 | 1,450 | 21.05 | ||||
2025-08-07 | 13F | Factory Mutual Insurance Co | 3,086,900 | 0.00 | 89,366 | 11.82 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 22,347 | -6.67 | 647 | 4.36 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 73,471 | 19.29 | 2,127 | 33.38 |