Mga Batayang Estadistika
| Pemilik Institusional | 726 total, 726 long only, 0 short only, 0 long/short - change of 0.83% MRQ |
| Alokasi Portofolio Rata-rata | 1.2878 % - change of -3.08% MRQ |
| Saham Institusional (Jangka Panjang) | 159,512,210 (ex 13D/G) - change of 2.37MM shares 1.51% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 8,484,188 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF (US:DFAT) memiliki 726 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 159,512,210 saham. Pemegang saham terbesar meliputi Creative Planning, Colony Group, LLC, Forum Financial Management, LP, Index Fund Advisors, Inc., Savant Capital, LLC, Buckingham Strategic Partners, Pure Financial Advisors, Inc., EP Wealth Advisors, Inc., Jackson Thornton Asset Management, Llc, and CI Private Wealth, LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF (ARCA:DFAT) 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 59.29 / share. Previously, on September 9, 2024, the share price was 52.56 / share. This represents an increase of 12.80% 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
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Load All| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23,325 | 100.51 | 1 | |||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 270,345 | -9.70 | 14,588 | -5.37 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 82,963 | -0.60 | 4,477 | 4.17 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 33 | 2 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 786 | 13.26 | 42 | 20.00 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 8,730 | -0.02 | 471 | 4.90 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9,478 | 15.44 | 511 | 21.09 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 75,709 | -3.17 | 4,085 | 1.49 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 11,019 | -1.55 | 595 | 3.13 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 24,602 | -0.87 | 1,328 | 3.92 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 7,449 | 63.46 | 402 | 71.37 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3,408 | 0.00 | 184 | 4.57 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2,228 | 0.00 | 116 | -4.96 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 234,148 | 4.43 | 12,635 | 9.44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 229 | 12 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4,883 | 0.74 | 263 | 5.62 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22,800 | 4.59 | 1,230 | 9.63 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 508 | 0.00 | 27 | 3.85 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 16,607 | -0.01 | 896 | 4.80 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 6,947 | 0.00 | 375 | 4.76 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,895,203 | -4.72 | 102,265 | -0.15 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 4,483 | 0.00 | 242 | 4.78 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 53,985 | 18.08 | 2,913 | 23.75 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 229,601 | -0.30 | 12 | 9.09 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 141,608 | 0.25 | 7,641 | 5.06 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 586,205 | -25.24 | 31,632 | -21.65 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4,521 | 0.00 | 244 | 4.74 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 536,252 | 5.75 | 28,936 | 10.82 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 9,053 | 0.00 | 488 | 4.72 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8,317 | 0.00 | 449 | -3.03 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5,722 | 5.53 | 309 | 10.39 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1,261,350 | 24.34 | 68,062 | 30.31 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1,550 | -36.76 | 84 | -34.13 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 45,920 | 0.00 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 86,551 | -7.35 | 4,670 | -2.89 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 4,555 | 0.18 | 246 | 4.70 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 10,658 | -0.52 | 575 | 4.36 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 6,664 | 0.00 | 360 | 4.66 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 129,926 | 2.46 | 7,011 | 7.38 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4,811 | 0.00 | 260 | 4.86 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 33,973 | 1,833 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11,505 | -6.16 | 621 | -1.74 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 4,114 | -2.42 | 222 | 1.84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 2,363 | -25.60 | 128 | -22.09 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 88,940 | 88.20 | 4,799 | 97.25 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 75,964 | 10.11 | 4,099 | 15.40 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 8,103 | -72.85 | 437 | -71.55 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5,844 | 315 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 8,608 | 56.88 | 464 | 64.54 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 10,079 | 0.00 | 519 | -7.50 | ||||
| 2025-07-29 | 13F | Schubert & Co | 32,004 | 0.24 | 1,727 | 5.05 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4,601,657 | 7.77 | 248,305 | 12.94 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 9,284 | -35.05 | 501 | -32.07 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 3,956 | 0.00 | 213 | 4.93 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,657,077 | 1.19 | 91,968 | 15.51 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 541 | 0.00 | 29 | 7.41 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 392,013 | 7.95 | 21,153 | 13.13 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23,941 | 12.27 | 1,292 | 17.58 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 30,674 | 0.00 | 1,655 | 4.81 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 7,707 | 0.00 | 416 | 4.80 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 15,732 | 56.35 | 849 | 63.71 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 389,227 | -8.82 | 21,003 | -4.45 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 5,534 | 0.45 | 299 | 5.30 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 8,619 | 0.47 | 465 | 5.44 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 15,281 | 0.37 | 868 | 14.21 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7,211 | 0.00 | 389 | 4.85 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12,131 | 655 | ||||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 186,623 | -0.15 | 10,070 | 4.65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,553,224 | 10.03 | 83,812 | 15.31 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 123,150 | -4.69 | 6,645 | -0.12 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 640 | 35.02 | 35 | 41.67 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 4,000 | -5.30 | 215 | 5.39 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 544 | 0.00 | 29 | 3.57 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Avondale Wealth Management | 135,956 | -15.94 | 7,336 | -11.90 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 12,271 | 0.00 | 662 | 4.91 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,297 | 0.00 | 232 | 4.52 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 89,162 | 227.63 | 4,811 | 243.40 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 44,323 | 13.59 | 2,392 | 19.01 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 26,388 | -5.06 | 1,424 | -0.56 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 156,852 | 25.52 | 8,464 | 31.54 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 36 | 0.00 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 15,120 | 178.76 | 816 | 192.11 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 14,021 | -0.88 | 757 | 3.85 | ||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 3,902 | 211 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 136,348 | -0.49 | 7,357 | 4.28 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 8,672 | 0.00 | 468 | 4.71 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1,318 | -22.88 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 7,900 | 0.00 | 426 | 4.93 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3,868 | 209 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 7,762 | 0.00 | 419 | 4.76 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 21,729 | -7.66 | 1,201 | -0.91 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 8,652 | 0.00 | 467 | 4.72 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,296 | 7.97 | 1,149 | 13.31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 464,470 | -7.25 | 25 | 0.00 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 11,826 | 0.00 | 638 | 4.93 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 184,480 | -0.61 | 9,955 | 4.15 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 14,516 | -5.35 | 783 | -0.76 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 174,031 | 24.28 | 9 | 28.57 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 16,188 | 0.00 | 874 | 4.80 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 6,300 | 0.00 | 340 | 4.63 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 708,143 | 6.17 | 38,211 | 11.26 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 452,257 | 4.94 | 24,404 | 9.97 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 16,501 | -22.13 | 890 | -18.42 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 15,822 | 854 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 5,117 | 276 | ||||||
| 2025-07-15 | 13F | Vestment Financial LLC | 87,884 | 7.97 | 4,900 | 15.98 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 5,310 | 0.00 | 287 | 4.76 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 230,697 | 39.65 | 12,448 | 46.36 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 6,269 | -0.33 | 338 | 4.64 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 6,171,419 | -2.23 | 333,010 | 2.46 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 11,942 | 0.00 | 644 | 4.89 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 358,514 | 4.46 | 19,345 | 9.47 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 187,631 | -0.86 | 10,125 | 3.90 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 296,660 | 16,008 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 377,887 | -12.21 | 20,391 | -8.32 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 14,815 | 28.83 | 799 | 34.97 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 402,185 | 19.65 | 21,702 | 25.39 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 11,637 | 29.73 | 628 | 36.01 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 6,762 | 0.00 | 365 | 4.60 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 17,779 | -23.88 | 959 | -20.22 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 4,428 | -25.44 | 246 | -19.93 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 10,820 | 80.48 | 584 | 89.29 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4,907 | -6.66 | 265 | -2.22 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 51,305 | 0.00 | 2,768 | 4.81 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 98,372 | 7.25 | 5,308 | 12.41 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 976 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4,872 | -23.12 | 263 | -19.63 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 68,798 | -29.19 | 3,712 | -25.79 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 62,205 | -5.14 | 3,357 | -0.59 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 498,843 | 1.27 | 26,918 | 6.13 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 65,144 | 13.02 | 3,515 | 18.47 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 43,529 | -4.82 | 2,349 | -0.25 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 903,198 | 6.51 | 48,737 | 11.62 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1,472,191 | 11.51 | 79,439 | 16.86 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2,829 | 0.00 | 153 | 4.83 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 43 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 7,122 | -87.25 | 384 | -86.65 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 4,611 | 0.00 | 249 | 4.64 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1,795,383 | 1.14 | 96,879 | 6.00 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 111,904 | -0.43 | 6,038 | 4.36 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,264 | 68 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,036 | 58 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17,815 | -10.79 | 961 | -6.52 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 144,360 | -4.02 | 7,790 | 0.58 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 10,095 | -14.68 | 545 | -10.67 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 3,716 | 0 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1,447 | 0.07 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 243,145 | 1.55 | 13,120 | 6.42 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 61,743 | 9.54 | 3,332 | 14.78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 239,968 | -4.68 | 13 | 0.00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 10,545 | -1.74 | 569 | 3.08 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12,902 | 0.00 | 696 | 4.82 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 526,750 | 2.25 | 28,423 | 7.15 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 36,422 | -0.26 | 1,965 | -3.30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6,840 | 39.11 | 369 | 45.85 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 23,753 | 20.00 | 1,282 | 25.71 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 4,457 | 0.00 | 240 | 4.80 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12,103 | 0.00 | 653 | 4.82 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 512 | 0.00 | 28 | 3.85 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1,535,663 | -3.91 | 82,864 | 0.70 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Renasant Bank | 25,324 | 0.00 | 1,366 | 4.83 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 5,552 | -39.87 | 300 | -37.05 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4,945,212 | -2.06 | 266,844 | 2.64 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 6,481 | 0.00 | 350 | 4.80 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 6,253 | 0.03 | 352 | 19.39 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1,495 | 0.00 | 81 | 5.26 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 13,061 | -19.92 | 705 | -16.09 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 17,033 | -7.92 | 919 | -3.47 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 5,073 | -12.22 | 274 | -26.02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 161,106 | 36.70 | 8,629 | 42.19 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2,054 | -19.04 | 111 | -15.38 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 11,435 | 0.00 | 617 | 4.93 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 12,259 | 22.30 | 661 | 28.10 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 6,563 | -52.21 | 354 | -49.93 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 7,436 | 0.05 | 401 | 4.97 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 72,984 | -1.08 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Planning Center, Inc. | 498,065 | 9.13 | 26,876 | 14.37 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 15,475 | -10.73 | 835 | -6.39 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19,047 | 0.46 | 1,028 | 5.23 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 71,803 | -5.94 | 3,874 | -1.42 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3,959 | 0.00 | 214 | 4.93 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 24,165 | -1.56 | 1,304 | 3.17 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 136,319 | -1.37 | 7,065 | -6.66 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 26,044 | 0.00 | 1,405 | 4.77 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 151,497 | 9.31 | 8,175 | 14.55 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 691,301 | 7.60 | 37,303 | 12.76 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5,589 | 0.00 | 302 | 4.88 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1,954 | 105 | ||||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 74,746 | 0.00 | 4,033 | 4.81 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 7,053 | -15.61 | 384 | -10.93 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 5,807 | 0.55 | 313 | 5.39 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 289,000 | 11.75 | 14,881 | 3.38 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 253,652 | -3.41 | 13,687 | -6.36 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 43,288 | 13.71 | 2,336 | 19.13 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,296 | -0.82 | 340 | 3.67 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 13,940 | 0.00 | 752 | 4.88 | ||||
| 2025-07-31 | 13F | City State Bank | 106,890 | -0.66 | 5,768 | 4.10 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 376,716 | 7.30 | 20,328 | 20.04 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 121,123 | 1.90 | 6,536 | 6.78 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 70,106 | -2.68 | 3,783 | 2.00 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 289,898 | 7.06 | 15,643 | 24.75 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 140,353 | 0.75 | 7,573 | 5.59 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 29,701 | -0.10 | 1,603 | 4.71 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 16,169 | 872 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 5,174 | 0.21 | 279 | 5.28 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 15,344 | -0.36 | 828 | 4.42 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 9,944 | -1.87 | 537 | 2.88 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 37,875 | 0.00 | 2,113 | 12.69 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 63,638 | 30.89 | 3,434 | 37.16 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 424 | 0.47 | 23 | 4.76 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 4,113 | 0.00 | 222 | 4.74 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 711 | 0.00 | 38 | 5.56 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 7,591 | 0.00 | 410 | 4.87 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 80,135 | 0.00 | 4,324 | 4.80 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 18 | 1 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 32,650 | 0.41 | 1,762 | 5.20 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 6,451 | -95.91 | 348 | -95.71 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 289,875 | -1.02 | 15,642 | 3.73 | ||||
| 2025-04-30 | 13F | tru Independence LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 69,719 | 19.31 | 3,762 | 25.07 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5,844 | 303 | ||||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 18,852 | 3.93 | 1,017 | 8.89 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 976,037 | -0.16 | 52,667 | 4.63 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7,211 | 0.00 | 389 | 4.85 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7,089 | 0.00 | 383 | 4.66 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 118,316 | 68.23 | 6,384 | 76.30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 46,843 | 0.55 | 2,528 | 5.38 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 154,307 | 0.06 | 8,326 | 4.86 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 6,623 | 0.00 | 357 | -2.99 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131,800 | 3.94 | 7,112 | 8.93 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 41,302 | 10.86 | 2,229 | 16.16 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 50,235 | 7.53 | 2,711 | 16.31 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 120,792 | 7.85 | 6,518 | 13.02 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 17,382 | 0.00 | 938 | 4.81 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 6,799 | 0.00 | 367 | 4.57 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 35,159 | -8.81 | 1,897 | -4.43 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 482,301 | -1.34 | 26,025 | 3.38 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 289,256 | 2.19 | 15,608 | 7.09 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 5,541 | 0.00 | 299 | 4.56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 108,276 | 0.55 | 5,843 | 5.38 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 6,867 | 354 | ||||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 44,801 | -6.66 | 2,417 | -2.19 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9,113 | 15.12 | 512 | 38.38 | ||||
| 2025-07-21 | 13F | 25 Llc | 25,788 | -0.07 | 1,392 | 4.74 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13,822 | 16.94 | 746 | 22.53 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 189 | 0.00 | 10 | 11.11 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 223,673 | 10.37 | 12,069 | 15.67 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,101 | 0.00 | 59 | 5.36 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 430,787 | -18.41 | 23,245 | -14.50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 453,080 | -16.79 | 24,448 | -12.79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1,292 | 0.00 | 70 | 14.75 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5,288 | -7.95 | 285 | -3.39 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 18,894 | -2.36 | 1,020 | 2.31 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 9,426 | 0.00 | 509 | 4.74 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 180,090 | -32.65 | 9,892 | -28.15 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 4,204 | 0.00 | 227 | 4.63 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9,208 | -1.07 | 497 | 3.55 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 53,430 | 4.58 | 2,883 | 9.62 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 156,261 | -2.75 | 8,432 | 1.91 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 4,848 | 19.91 | 262 | 25.48 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 81 | 70.21 | ||||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 437,580 | 1.97 | 23,612 | 6.86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,185,067 | 4.51 | 63,946 | 9.53 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 9,100 | 0.00 | 491 | 4.91 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2,500 | -12.62 | 135 | -8.84 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 258,483 | -1.03 | 14,501 | 23.93 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 776,401 | -2.10 | 41,895 | 2.59 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 21,846 | -11.53 | 1,179 | -7.32 | ||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,123 | 0.00 | 61 | 5.26 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 122,249 | 14.46 | 6,597 | 19.95 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4,234 | 0.00 | 228 | 5.07 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 337,188 | 1.04 | 18,195 | 5.88 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32,615 | -5.43 | 1,760 | -0.90 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 27,208 | -1.62 | 1,468 | 3.09 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 6,309 | 5.08 | 340 | 10.03 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 6,090 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 3,123 | 0.00 | 169 | 5.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24,854 | 43.73 | 1,341 | 50.67 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 46,722 | 4.91 | 2,521 | 9.94 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 1,116 | -26.19 | 60 | -22.08 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 59,343 | -15.50 | 3,202 | -11.45 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 7,358 | 0.00 | 397 | 5.03 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 155,872 | 10.49 | 8,411 | 15.79 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 860,757 | 7.92 | 46,447 | 13.09 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 132,430 | -17.06 | 7,146 | -13.09 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 6,689 | -17.38 | 361 | -13.46 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 449,800 | 3.44 | 24 | 9.09 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 835,698 | -3.17 | 45,094 | 1.48 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 6,746 | 0.31 | 347 | -7.22 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10,124 | -13.71 | 557 | -7.95 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 21,668 | 0.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 286,056 | 1.31 | 15,436 | 6.17 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1,009 | -85.22 | 54 | -84.62 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 5,257 | -2.05 | 284 | 2.54 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4,859,841 | -1.13 | 262,237 | 3.61 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 41,983 | 2.24 | 2,265 | 7.14 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 2,857,878 | -0.72 | 160,270 | 17.51 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7,939 | -22.78 | 428 | -19.09 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 113,089 | 21.25 | 6,102 | 27.07 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3,270,120 | 8.42 | 176,456 | 13.62 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 224,035 | -23.22 | 11,612 | -27.34 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 25,658 | -6.67 | 1,385 | -2.19 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 13,845 | 0.80 | 747 | 5.66 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 353,917 | -9.66 | 19,097 | -5.32 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10,882 | -14.58 | 587 | -10.38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1,206 | 0.00 | 65 | 4.84 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 132,818 | 22.56 | 7,167 | 28.45 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 263,445 | 4.14 | 14,215 | 9.14 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 13,020 | 703 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 28,284 | -0.10 | 1,526 | 4.74 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 30,439 | 10.61 | 1,642 | 15.88 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,634 | -64.79 | 304 | -65.84 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 10,830 | 591 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 9,961 | 0.45 | 537 | 5.29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,625 | 0.26 | 250 | 5.06 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5,549 | 4.72 | 299 | 9.93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 201,294 | 4.17 | 10,862 | 9.17 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 18,100 | 0.00 | 977 | 4.83 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 161,076 | 0.19 | 8,692 | 4.99 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 832 | 0.00 | 45 | 4.76 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 22,975 | 0.68 | 1,240 | 5.54 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 15,485 | -8.97 | 836 | -4.57 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 27,446 | -6.45 | 1,481 | -1.92 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 3,709 | 202 | ||||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 42,666 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10,742 | 4.04 | 580 | 9.04 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 729 | 0.00 | 39 | 5.41 | ||||
| 2025-05-02 | 13F | KM Capital Management Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 71,920 | -0.08 | 3,881 | 4.70 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 9,353,565 | 5.37 | 504,718 | 10.42 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 14,973 | 1.75 | 808 | 6.61 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2,099,217 | 3.42 | 113,274 | 8.38 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15,996 | 1.42 | 863 | 6.28 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10,062 | 113.22 | 543 | 123.97 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 976 | 0.00 | 53 | 4.00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 374,816 | -12.73 | 20,225 | -8.54 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 74,537 | 2.39 | 4,022 | 7.31 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 16,116 | -11.05 | 870 | -6.76 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 5,236 | 0.00 | 283 | 4.83 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 115,578 | -38.51 | 6,237 | -35.56 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 22,195 | 0.61 | 1,198 | 5.46 | ||||
| 2025-04-08 | 13F | Rooted Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3,775 | 204 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 9,587 | -5.84 | 517 | -1.34 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 382,974 | 6.58 | 20,665 | 11.70 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 6,036 | 0.00 | 334 | 7.74 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 23,466 | 0.00 | 1,266 | 4.80 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 324,797 | 10.05 | 17,526 | 15.33 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 4,686 | 0.00 | 253 | 4.56 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1,651 | -12.92 | 89 | -8.25 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 15,816 | 0.00 | 853 | 4.79 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 76,311 | -5.39 | 4,118 | -0.87 | ||||
| 2025-08-14 | 13F | UBS Group AG | 422,349 | -0.96 | 22,790 | 3.79 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4,978 | 282 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 6,845 | 3.93 | 369 | 8.85 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 64,317 | -52.65 | 3,471 | -50.39 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2,396,117 | 3.95 | 129,294 | 8.94 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 4,050 | 0.00 | 219 | 4.81 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 21,016 | -5.06 | 1,134 | -0.44 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 8,550 | 0.26 | 461 | 5.01 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 382,688 | -0.39 | 20,650 | 4.39 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 187,289 | 5.30 | 10,106 | 10.36 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 371,992 | -5.05 | 20,073 | -0.50 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 170 | 0.00 | 9 | 12.50 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 11,787 | 0.00 | 636 | 4.95 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 56,771 | -1.43 | 3,063 | 3.31 | ||||
| 2025-04-21 | 13F | Taddei, Ludwig & Associates, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 22,626 | -14.71 | 1,221 | -10.62 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 922,479 | 3.84 | 49,777 | 8.82 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 201,404 | -2.35 | 10,868 | 2.34 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6,516 | 0.00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 338,448 | 3.78 | 18,263 | 8.76 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 17,592 | 0.54 | 949 | 5.44 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,768 | 0.45 | 203 | 5.18 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 8,549 | 11.69 | 461 | 17.01 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12,041 | 0.00 | 650 | 4.85 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10,255 | -23.54 | 553 | -19.86 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 36,728 | -1.13 | 2,059 | 12.95 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 5,932 | 0.00 | 320 | 4.92 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 193,868 | 1.96 | 10,461 | 6.85 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 15,478 | 2.72 | 835 | 7.74 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 7,150 | 0.00 | 386 | 4.62 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6,505 | -12.74 | 351 | -8.36 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 9,033 | 0.00 | 487 | 4.73 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 32,777 | -20.19 | 1,769 | -16.37 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4,435 | -12.16 | 239 | -7.72 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 412 | -94.91 | 22 | -93.92 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 22,595 | 0.39 | 1,219 | 5.27 | ||||
| 2025-04-29 | 13F | Baker Boyer National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 182,896 | -0.87 | 9,869 | 3.90 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,100,761 | 59.42 | 60,037 | 68.87 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 135,284 | -1.85 | 7,300 | 2.85 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 453,903 | 24,493 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 749 | 0.00 | 40 | 5.26 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2,247 | 0.00 | 121 | 5.22 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 31 | -50.00 | 2 | -66.67 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 724,343 | 4.13 | 39,086 | 9.12 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 35,634 | 1.04 | 1,923 | 5.90 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 13,112 | 11.33 | 708 | 16.67 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 283,406 | -1.59 | 14,593 | -8.97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 16,848 | 12.98 | 909 | 18.51 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 291,576 | 0.56 | 15,733 | 5.39 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 195,912 | -27.61 | 10,571 | -24.14 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 5,082 | 0.00 | 274 | 4.98 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 84,450 | 0.11 | 4,557 | 4.90 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 194 | 0.52 | 10 | 11.11 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1,337,702 | 10.28 | 74,992 | 11.95 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 59,868 | -0.35 | 3,231 | 4.43 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 27,800 | 25.19 | 1,500 | 31.23 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 6,058 | 0.00 | 327 | 4.82 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 153,573 | -39.29 | 8,280 | -36.27 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 27,493 | -18.70 | 1,484 | -14.82 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 27,944 | -34.67 | 1,508 | -31.56 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 99,511 | 0.29 | 5,370 | 5.09 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 8,549 | 0.00 | 440 | -7.37 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17,546 | -5.06 | 947 | -0.53 | ||||
| 2025-04-24 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 141,448 | 24.15 | 7,633 | 30.11 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7,303 | -8.02 | 394 | -3.43 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 319 | 17 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 794,874 | -2.27 | 42,891 | 2.42 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 67,844 | 12.86 | 3,661 | 18.26 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 411,625 | 3.02 | 22,211 | 7.96 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 8,700 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 10,254 | 0.29 | 528 | 10,440.00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 2,238 | 0.00 | 121 | 4.35 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 472,943 | 3.17 | 25,520 | 8.12 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 79,227 | 2.09 | 4,275 | 7.09 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 11,140 | 525.14 | 601 | 560.44 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 338,895 | -13.87 | 18,287 | -9.74 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 18,641 | -2.56 | 1,006 | 2.03 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 112 | 0.00 | 6 | 20.00 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 491,885 | 34.22 | 26,542 | 40.66 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 128,609 | 0.03 | 7,106 | 7.33 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 4,602 | 15.95 | 248 | 21.57 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 8,876 | 0.00 | 479 | 4.60 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 286,572 | 2.59 | 15,478 | 7.61 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 109,455 | -36.41 | 5,906 | -33.36 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 838,424 | 0.10 | 45,241 | 4.90 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 10,305 | 0.00 | 556 | 4.91 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 16,086 | 0.46 | 868 | 5.22 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 10,648 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 14,421 | -1.81 | 778 | 2.91 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 35 | -89.55 | 2 | -94.12 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 13,243 | -40.40 | 715 | -37.59 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 16,080 | 0.00 | 868 | 4.84 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 17,580 | 0.00 | 949 | 4.75 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 35,665 | 4.42 | 1,836 | -3.42 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,608 | -68.41 | 87 | -67.18 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 37,670 | -1.78 | 1,940 | -9.14 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 161,711 | -0.24 | 8,726 | 4.54 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 92,510 | -0.09 | 4,992 | 4.70 | ||||
| 2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 6,693 | -50.03 | 361 | -47.61 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 71,655 | 1.56 | 3,867 | 15.68 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,198,473 | 8.25 | 64,670 | 13.45 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 423,908 | -5.55 | 22,874 | -1.01 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 1,180 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 44,975 | -10.11 | 2,427 | -5.82 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 94,630 | -9.48 | 5,106 | -10.26 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 132,919 | 87.80 | 7,172 | 96.82 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 4,098 | 1.81 | 221 | 6.76 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 62,015 | -2.91 | 3,346 | 1.76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 286,633 | 14.46 | 15,466 | 19.94 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 7,328 | 0.00 | 395 | 4.77 | ||||
| 2025-08-07 | 13F | Commerce Bank | 12,791 | -15.36 | 690 | -11.31 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 73,172 | -3.19 | 3,948 | 1.46 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 10,036 | 0.00 | 542 | 4.84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,171,151 | 0.27 | 122,344 | 9.73 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 5,279 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 215,040 | 8.03 | 11,606 | 13.23 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 29,516 | -12.43 | 1,593 | -8.24 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 361,668 | -24.14 | 19,516 | -20.50 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 47,429 | -40.91 | 2,559 | -38.07 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 4,130 | -8.81 | 223 | -4.72 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 48,765 | -2.02 | 2,631 | 2.69 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 539,287 | 6.31 | 29,100 | 11.41 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 273,448 | -15.72 | 14,755 | -11.67 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,767 | 0.71 | 419 | 5.54 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 7,261 | 392 | ||||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 353,347 | 27.17 | 18,314 | 20.35 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5,069 | -10.46 | 274 | -6.19 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 1,213 | 0.00 | 65 | 4.84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 8,289 | -2.93 | 447 | 1.82 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 26,044 | 0.08 | 1,405 | 4.93 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 310,008 | 7.03 | 16,728 | 12.16 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 68,237 | 31.68 | 3,682 | 38.01 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 5,316 | 35.75 | 287 | 42.29 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 465,775 | 17.16 | 25,133 | 22.79 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 309 | 16 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 232,777 | -3.54 | 12,561 | 1.09 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 13,221 | -0.38 | 713 | 4.39 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 81,620 | -0.32 | 4,404 | 4.46 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 56,550 | -1.25 | 3,051 | 3.49 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 41,892 | -1.24 | 2,260 | 3.48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5,227 | -0.04 | 282 | 4.83 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 575 | 0.00 | 31 | 6.90 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 21,173 | 8.38 | 1,142 | 13.63 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,834 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 371,598 | 13.63 | 20,051 | 19.08 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9,943 | 24.96 | 537 | 31.05 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 6,064 | -0.12 | 327 | 4.81 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 26,024 | -2.64 | 1,404 | 2.03 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 97,447 | 11.47 | 5,319 | 132,850.00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 46,410 | 6.52 | 2,504 | 11.64 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 5,865 | 0.41 | 316 | 5.33 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 146,967 | -9.62 | 7,930 | -5.28 | ||||
| 2025-07-31 | 13F | United Community Bank | 377 | 0.00 | 20 | 5.26 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 29,774 | 2.62 | 1,607 | 7.57 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 52,626 | 200.33 | 2,840 | 214.75 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 705,637 | 38,598 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 40,930 | -0.16 | 2,209 | 4.64 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 52,149 | -2.11 | 2,814 | 2.55 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 10,760 | 0.00 | 581 | 4.69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,663,239 | -4.43 | 89,748 | 0.15 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 105,703 | -0.78 | 5,704 | 3.97 | ||||
| 2025-08-07 | 13F | Rollins Financial Advisors, LLC | 9,122 | -16.98 | 492 | -12.92 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 97,523 | 0.41 | 5,262 | 5.24 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 14,631 | 0.00 | 789 | 4.78 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 4,004 | 0.45 | 216 | 5.37 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 10,183 | 0.00 | 549 | 4.77 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 5,649 | 0.46 | 305 | 5.19 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 3,844 | 207 | ||||||
| 2025-08-08 | 13F | Creative Planning | 14,095,721 | 1.08 | 760,605 | 5.93 | ||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 64,236 | 819.50 | 3,466 | 865.46 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,215 | -43.42 | 120 | -40.80 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 4,296 | 232 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 19,016 | 0.12 | 1,026 | 5.02 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 39,103 | 2,110 | ||||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 19,973 | 0.00 | 1,078 | 4.77 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 45,889 | -13.28 | 2,476 | -9.10 | ||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 6,748 | 0.00 | 364 | 4.90 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 5,455 | 0.00 | 294 | 5.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 172,106 | -0.78 | 9,287 | 3.97 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,655 | -26.31 | 143 | -22.70 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 75,188 | 8.57 | 4,057 | 13.80 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 431,620 | -1.15 | 23,290 | 3.59 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 138,350 | -1.41 | 7,465 | 3.32 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 17,361 | 937 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 342,966 | 10.79 | 19 | 20.00 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 5,261 | -41.15 | 0 | |||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 5,699 | 0.00 | 308 | 4.78 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 27 | ||||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 40,677 | -1.42 | 2,195 | 3.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 41,952 | 1.39 | 2,264 | 6.24 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1,647,101 | -0.64 | 88,878 | 4.13 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 30,944 | 13.09 | 1,670 | 18.54 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 69,641 | 6.51 | 3,758 | 11.62 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 3,296 | 0.00 | 178 | 4.73 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12,089 | 0.00 | 652 | 4.82 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 12,802 | 0.00 | 1 | |||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 22,360 | -0.80 | 1,207 | 3.97 | ||||
| 2025-05-01 | 13F | Iron Horse Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 14,362 | -24.15 | 806 | -17.35 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,894,802 | -0.63 | 102,244 | 4.14 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17,131 | 1.36 | 924 | 6.21 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 14,347 | 2.22 | 774 | 7.20 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,139 | 2.99 | 169 | 8.33 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5,906 | -32.00 | 0 | |||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 16,942 | 2.18 | 914 | 7.15 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 119,501 | 0.41 | 6,448 | 5.24 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 158,415 | -0.57 | 8,548 | 4.21 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 29,190 | -4.24 | 1,575 | 0.38 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,920 | -26.71 | 158 | -23.41 | ||||
| 2025-07-14 | 13F | Chico Wealth RIA | 4,931 | 0.00 | 266 | 5.14 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 42,999 | 31.93 | 2,418 | 33.24 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17,528 | -4.67 | 946 | -0.11 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 1,535,250 | 5.05 | 82,842 | 10.09 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 5,720 | 0.00 | 309 | 4.76 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 46,989 | -0.16 | 2,536 | 4.62 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 5,195 | 0.44 | 280 | 5.26 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,557 | -38.17 | 84 | -34.88 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 99,502 | -19.03 | 5,369 | -15.42 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 56,848 | 37.83 | 3,068 | 44.47 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2,758,756 | -3.22 | 148,863 | 1.43 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 117,711 | -0.41 | 6,352 | 4.37 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 90,764 | -44.69 | 4,898 | -42.04 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 4,412 | -0.92 | 238 | 3.93 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 68,843 | 25.12 | 3,715 | 31.10 | ||||
| 2025-07-16 | 13F | Jentner Corp | 35,503 | -18.86 | 1,916 | -14.96 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 1,301 | 0.00 | 70 | 6.06 | ||||
| 2025-08-13 | 13F | Basso Capital Management, L.p. | 3,000 | -36.84 | 162 | -34.02 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 6,305 | -15.94 | 340 | -11.92 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 39,988 | 6.77 | 2,158 | 11.88 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 83,431 | -18.78 | 4,502 | -14.90 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9,376 | 506 | ||||||
| 2025-08-12 | 13F | GDS Wealth Management | 4,090 | 0.00 | 221 | 4.76 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,605 | 0.00 | 302 | 4.86 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 7,271 | 0.47 | 392 | 5.38 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12,218 | -1.57 | 659 | 3.13 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5,204 | 0.00 | 281 | 4.87 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 220,282 | 2.70 | 11,886 | 7.62 | ||||
| 2025-08-01 | 13F | Motco | 2,352 | 0.00 | 128 | 4.96 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 12,868 | 7.02 | 1 | |||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 93,220 | 15.20 | 5,030 | 20.74 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 28,257 | 0.00 | 1,525 | 4.81 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1,328 | 0.00 | 72 | 4.41 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 10,986 | 1.30 | 593 | 6.09 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 196,397 | 8.84 | 10,598 | 14.06 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3,963 | -54.60 | 214 | -52.56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8,815 | 3.16 | 476 | 8.20 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7,029 | 379 | ||||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 16,256 | 0.00 | 905 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8,182 | 231.93 | 442 | 250.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 21,309 | -2.61 | 1,150 | 2.04 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 13,385 | 0.00 | 722 | 4.79 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16,962 | -9.11 | 915 | -4.69 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 12,251 | 0.00 | 661 | 4.92 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 9,428 | 509 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 4,320 | 0.00 | 233 | 4.95 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 39,889 | 217.23 | 2,152 | 232.61 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 3,667 | -43.14 | 198 | -40.66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 28,361 | 24.25 | 1,530 | 30.10 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 206,143 | 0.09 | 11,123 | 4.89 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 6,358 | 0.00 | 343 | 4.89 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 541 | 4.04 | 29 | 16.00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 41,226 | 8.12 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 161,625 | -0.07 | 8,721 | 4.73 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 11,630 | -1.75 | 628 | 2.96 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 485,275 | 4.36 | 26,185 | 9.36 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 11,993 | 0.00 | 647 | 4.86 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 327,483 | -11.24 | 17,671 | -6.99 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,333 | -2.90 | 396 | 1.80 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 4,483 | -9.20 | 242 | -5.12 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 395,898 | 3.86 | 21,363 | 8.85 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 300,782 | 11.67 | 16,230 | 17.03 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 80,740 | -12.37 | 4,357 | -8.18 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 35,759 | -0.02 | 1,930 | 4.78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 60,112 | 0.81 | 3,095 | -6.75 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 55,212 | 37.70 | 2,979 | 44.33 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 170,130 | 2.01 | 9,180 | 6.91 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 3,800 | 128.92 | 0 | |||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 57,751 | 0.00 | 3,116 | 4.81 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4,712 | 0.45 | 254 | 5.39 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 16,876 | 0.00 | 911 | 4.84 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 7,593 | 0.00 | 391 | -7.58 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 156,124 | 30.26 | 8,424 | 36.51 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 141,421 | -27.30 | 7,631 | -23.81 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 52,993 | 0.00 | 2,729 | 0.00 | ||||
| 2025-04-10 | 13F | Cypress Wealth Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 12,758,269 | -1.75 | 688,436 | 2.97 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 12,186 | -0.09 | 658 | 4.62 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1,300 | 0.00 | 70 | 6.06 | ||||
| 2025-04-14 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 15,587 | -1.72 | 841 | 3.19 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 290,767 | -0.68 | 14,972 | -8.13 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 926,004 | 13.92 | 49,967 | 24.96 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 73,805 | 17.02 | 3,983 | 22.64 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 77,437 | -0.23 | 4,178 | 4.55 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 311,986 | 19.36 | 16,835 | 25.09 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 55,741 | -2.42 | 3,008 | 2.24 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 16,490 | 24.78 | 890 | 30.74 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 5,020 | 0.00 | 271 | 4.65 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 4,094 | 0.00 | 221 | 4.76 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,824 | 0.00 | 152 | 4.83 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 10,000 | 0.00 | 540 | 4.86 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 118,391 | -65.37 | 6,388 | -63.71 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 6,702 | 362 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,370 | -16.58 | 526 | -5.40 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 187,170 | 3.25 | 10,341 | 23.18 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 13,953 | 11.41 | 753 | 16.77 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14,222 | 767 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 14,378 | -1.98 | 776 | 2.65 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 640,246 | 1.56 | 34,548 | 6.43 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 81,110 | 0.00 | 4,377 | 4.79 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8,789 | 84.45 | 474 | 93.47 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 33,052 | -1.99 | 1,783 | 2.71 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 942 | 0.00 | 51 | 4.17 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4,962 | 0.47 | 268 | 5.12 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 104,684 | 6 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 8,512 | -9.18 | 459 | -4.77 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 17,735 | 0.04 | 957 | 4.82 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 11,612 | -6.31 | 627 | -1.88 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12,623 | 0.18 | 681 | 5.09 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 4,375 | 0.44 | 236 | 5.36 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3,175 | 0.00 | 171 | 4.91 | ||||
| 2025-08-14 | 13F | Fmr Llc | 22,961 | -1.78 | 1,239 | 2.91 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 30,370 | 0.18 | 1,639 | 5.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 306,195 | 28.34 | 16,525 | 34.62 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 9,636 | 0.00 | 520 | 4.64 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 20,474 | -0.43 | 1,054 | -7.87 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 466,243 | -6.77 | 25,158 | -2.29 | ||||
| 2025-05-05 | 13F | Dahring | Cusmano Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 4,833 | 0.46 | 261 | 5.26 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 43,278 | 22.78 | 2,335 | 28.72 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 608,546 | 7.95 | 32,837 | 13.13 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 84,573 | -2.73 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 299,283 | -0.83 | 16,149 | 3.93 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 12,900 | 2.38 | 696 | 7.41 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 217,383 | -14.55 | 11,730 | -10.45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 26,711 | -26.14 | 1,441 | -22.57 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 99,098 | 1.43 | 5,347 | 6.30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,285 | 69 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 976 | 53 | ||||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 5,236 | 1.45 | 283 | 6.42 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1,100,428 | 1.38 | 59,379 | 6.24 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 601,814 | -12.18 | 32,474 | -7.97 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 59,841 | 1.44 | 3,229 | 6.32 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 157,549 | 5.38 | 8,501 | 10.45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 506,498 | 33.74 | 27,331 | 40.16 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5,323 | 287 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 712 | 0.00 | 38 | 5.56 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 4,697 | 0.00 | 253 | 4.98 |
