Mga Batayang Estadistika
| Pemilik Institusional | 353 total, 353 long only, 0 short only, 0 long/short - change of 5.37% MRQ |
| Alokasi Portofolio Rata-rata | 1.6463 % - change of -6.65% MRQ |
| Saham Institusional (Jangka Panjang) | 75,726,461 (ex 13D/G) - change of 7.72MM shares 11.36% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 3,458,561 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF (US:DFSD) memiliki 353 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 75,726,461 saham. Pemegang saham terbesar meliputi Buckingham Strategic Partners, Colony Group, LLC, Savant Capital, LLC, Apella Capital, LLC, Resources Investment Advisors, LLC., Beaird Harris Wealth Management, LLC, Planning Center, Inc., Envestnet Asset Management Inc, DiNuzzo Private Wealth, Inc., and HighTower Advisors, LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF (ARCA:DFSD) 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 48.37 / share. Previously, on September 6, 2024, the share price was 47.69 / share. This represents an increase of 1.43% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Awm Capital, Llc | 157,584 | 9.32 | 7,566 | 10.45 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 162,919 | -11.85 | 7,822 | -10.94 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18,793 | 174.11 | 902 | 177.54 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 14,880 | 1.40 | 707 | 2.91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,633 | 200.07 | 414 | 204.41 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5,179 | 21.57 | 248 | 22.77 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 44,471 | 5.69 | 2,135 | 6.80 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 5,029 | 2.42 | 241 | 3.43 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 36,411 | 2 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 109,915 | 15.55 | 5,277 | 16.75 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 110,298 | -23.71 | 5,295 | -22.93 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 79,588 | 97.78 | 3,821 | 99.84 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 212,121 | -42.03 | 10,184 | -41.43 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 8,570 | 0.00 | 411 | 0.98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58,177 | 12.53 | 2,793 | 13.72 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 99,067 | 6.66 | 4,756 | 7.77 | ||||
| 2025-08-07 | 13F | Nwam Llc | 16,380 | 3.98 | 785 | 4.95 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 36,087 | 16.84 | 1,733 | 18.06 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,973 | 1,361.48 | 95 | 1,466.67 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1,156,115 | 0.68 | 55,505 | 1.72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 139,889 | -54.08 | 6,716 | -53.60 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 49,004 | 15.99 | 2,353 | 17.19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 58,109 | 63.96 | 2,790 | 65.62 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 8,122 | 0.00 | 390 | 1.04 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 651,308 | 15.42 | 31,269 | 16.61 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 15,085 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,702,184 | -3.85 | 81,722 | -2.85 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 3,750 | 476.92 | 180 | 500.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 78,326 | -44.40 | 3,760 | -43.83 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 162,174 | 6.02 | 7,786 | 7.11 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 10,204 | 0.00 | 490 | 1.03 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 701,192 | 54.56 | 34 | 57.14 | ||||
| 2025-08-14 | 13F | Clg Llc | 12,602 | 0.00 | 605 | 1.17 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 153,217 | 5.81 | 7,356 | 6.89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15,712 | 18.06 | 754 | 19.30 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 4,961 | 0.61 | 238 | 1.71 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 77,383 | 3,715 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35,342 | 4.52 | 1,697 | 5.60 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 462,723 | 3.38 | 22,174 | 5.98 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 959,885 | 4.52 | 46,084 | 5.60 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 4,719 | 10.28 | 227 | 11.33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 427,062 | 0.03 | 20,503 | 1.06 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 340,839 | -2.27 | 16,364 | -1.26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,673 | 1.39 | 80 | 3.90 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 13,299 | -23.29 | 638 | -22.48 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 418 | 20 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,861 | 1,007.29 | 233 | 1,065.00 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 7,855 | -0.25 | 377 | 0.80 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 108,856 | -0.62 | 5,226 | 0.40 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 137,281 | 2.31 | 6,591 | 3.36 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 164,954 | -4.47 | 7,919 | -3.49 | ||||
| 2025-07-23 | 13F | Matisse Capital | 6,500 | 0.00 | 312 | 1.30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 860 | 0.00 | 41 | 2.50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 115,006 | 43.55 | 5,521 | 45.02 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25,869 | -1.70 | 1,242 | -0.72 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 113 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1,687 | 29.47 | 81 | 31.15 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11,487 | 21.03 | 552 | 22.17 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 35,989 | -27.81 | 1,728 | -27.07 | ||||
| 2025-05-12 | 13F | Savvy Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 156,277 | 5.15 | 7,486 | 5.69 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 46,787 | -9.36 | 2,244 | -8.48 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 48,103 | -3.25 | 2,309 | -2.24 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,901 | 0.00 | 331 | 1.22 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3,396,458 | 26.06 | 162,758 | 27.36 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 32,946 | 1.37 | 1,582 | 2.40 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 218,777 | 1.10 | 10,679 | 3.85 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 17,866 | -14.37 | 858 | -13.52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 25,024 | -4.84 | 1,201 | -3.84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 42 | -86.36 | 2 | -85.71 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 96,894 | 95.28 | 4,652 | 97.24 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4,264 | 0.66 | 205 | 1.49 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 568,872 | 1.96 | 27 | 3.85 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35,769 | 6.24 | 1,717 | 7.38 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41,160 | 53.88 | 1,976 | 55.47 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 100,006 | 12.98 | 4,801 | 14.15 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 189,672 | 11.34 | 9,099 | 12.39 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 126 | 0.00 | 6 | 20.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 | 0 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 155,482 | 7.04 | 7,465 | 8.14 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1,665 | -79.21 | 80 | -79.21 | ||||
| 2025-05-06 | 13F | Journey Strategic Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99,085 | 21.61 | 4,757 | 22.89 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 82,363 | -2.19 | 3,967 | -1.24 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 55,133 | 7.13 | 2,647 | 8.22 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 137,161 | 4.15 | 6,585 | 5.23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 268,192 | 9.45 | 12,876 | 10.58 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 35,168 | 1,688 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67,230 | 13.55 | 3 | 50.00 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 8,490 | -15.23 | 408 | -14.32 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 90,129 | -5.39 | 4,327 | -4.42 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 164,361 | 1.84 | 8 | 0.00 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 264,427 | 5.67 | 12,685 | 6.67 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 729 | 35 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 2,853 | 1.10 | 137 | 1.49 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 105,288 | -1.68 | 5,055 | -0.67 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 105,407 | 31.04 | 5,061 | 32.39 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 891,335 | 28.85 | 42,793 | 30.18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,065 | 1.67 | 99 | 3.13 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 374,223 | 6.41 | 17,966 | 7.50 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 78,049 | 2.42 | 3,747 | 3.48 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 217,398 | 63.25 | 10,437 | 64.93 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 285,866 | -1.52 | 13,724 | -0.51 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 285,564 | 82.97 | 13,710 | 84.86 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 131,198 | 258.84 | 6,299 | 262.58 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 5,815 | 279 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 518,413 | -1.26 | 24,842 | -0.42 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 47,091 | 12.62 | 2,261 | 13.74 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1,356,806 | 2.90 | 65,140 | 3.96 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 27,539 | -2.82 | 1,322 | -1.78 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 32,471 | 33.32 | 1,559 | 34.66 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 573,500 | 110.09 | 27,534 | 112.25 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 354,695 | 7.05 | 17,016 | 7.92 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 83,916 | 1.49 | 4,029 | 2.55 | ||||
| 2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 164,909 | 3.88 | 7,917 | 4.96 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 1,024,444 | -4.19 | 49,184 | -3.21 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 10,760 | 84.88 | 517 | 86.96 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 293,785 | 6.35 | 14,105 | 7.44 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 127,165 | 20.26 | 6,105 | 21.52 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 118,755 | 5,701 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,465 | 262 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 58,203 | 0.00 | 2,794 | 1.05 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 33,431 | -0.06 | 1,605 | 1.01 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 173,709 | 4.20 | 8,328 | 5.11 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 23,193 | 10.00 | 1,113 | 11.19 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 21,393 | 46.82 | 1,027 | 48.41 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 16,275 | -14.24 | 781 | -13.32 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 314,651 | -24.23 | 15,106 | -23.45 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 92,577 | 23.02 | 4,445 | 24.31 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 68,576 | 67.42 | 3,292 | 69.17 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 5,849 | 0.00 | 281 | 1.08 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 42,265 | -25.08 | 2,029 | -24.29 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 5,625 | -52.11 | 270 | -51.61 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 85,709 | -0.34 | 4,115 | 0.69 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 81,610 | 1.93 | 3,918 | 3.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2,581,436 | -2.05 | 123,935 | -1.04 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 372,779 | 3.23 | 17,897 | 4.29 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 7,261 | 0.01 | 349 | 0.87 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7,935 | 381 | ||||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 26,115 | 1,254 | ||||||
| 2025-04-11 | 13F | Foster Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 37,340 | -2.33 | 1,793 | -1.32 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 179,989 | 3.94 | 8,641 | 5.02 | ||||
| 2025-08-14 | 13F | Betterment LLC | 212,187 | -2.99 | 10 | 0.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 13,278 | 3.23 | 637 | 5.81 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 245,823 | 20.32 | 11,802 | 21.56 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 153 | 7 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 30,006 | 413.27 | 1 | |||||
| 2025-07-18 | 13F | Fmb Wealth Management | 103,006 | 5.08 | 4,945 | 6.16 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 14,582 | 1.60 | 702 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 7,933 | 68.68 | 381 | 71.95 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 956,818 | 3.17 | 45,937 | 4.23 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8,754 | -7.43 | 420 | -6.46 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 63,855 | 5.18 | 3,066 | 6.24 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 127,592 | 0.15 | 6,126 | 1.17 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 32,274 | -3.31 | 1,549 | -2.33 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 17,886 | -2.77 | 1 | |||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 498,093 | -0.13 | 23,913 | 0.90 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10,121 | -6.43 | 486 | -5.46 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,898,104 | -2.73 | 91,128 | -1.73 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 744,424 | 35,636 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3,660,989 | 20.68 | 175,764 | 21.92 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 75,782 | -21.79 | 3,638 | -20.98 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 118,755 | -5.12 | 5,701 | -4.14 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 5,924 | -11.21 | 284 | -10.41 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 7,329 | 0.18 | 352 | 1.45 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 236,529 | 6.41 | 11,356 | 7.51 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5,212 | 250 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 19,301 | 36.15 | 927 | 37.59 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43,005 | -83.88 | 2,065 | -83.72 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 21,094 | -28.53 | 1 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 346,699 | -1.19 | 16,644 | -0.18 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 5,118 | 246 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 5,847 | 281 | ||||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 7,925 | -48.29 | 380 | -47.80 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 12,183 | -1.15 | 585 | -0.17 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 8,253 | 36.39 | 396 | 37.98 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | BetterWealth, LLC | 25,911 | 2.96 | 1,244 | 4.02 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 26,618 | -36.15 | 1,277 | -35.59 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 5,831 | 0.00 | 280 | 0.72 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,665 | -5.62 | 320 | -4.78 | ||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4,833 | 1.26 | 229 | 2.69 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 123,815 | 1.56 | 5,971 | 3.06 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 151,836 | 37.62 | 7,290 | 39.05 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 34,558 | 93.80 | 1,659 | 95.87 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 47,883 | 51.92 | 2,299 | 53.51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90,786 | 12.59 | 4 | 33.33 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2,325,952 | 2.68 | 111,669 | 3.74 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 72,088 | -3.99 | 3,461 | -2.34 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 379,075 | 8.59 | 18,199 | 9.72 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 22,363 | 0.00 | 1,074 | 1.04 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 27,835 | -15.20 | 1,336 | -14.30 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 55,603 | 127.04 | 2,670 | 129.49 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 66,385 | 11.23 | 3,187 | 12.38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 46,308 | 4.96 | 2,223 | 6.06 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 62,960 | 0.05 | 3,016 | 0.84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,938,383 | 31.22 | 93,062 | 32.57 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 14,867 | -2.98 | 714 | -2.06 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 204,171 | -1.65 | 9,802 | -0.64 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 307,781 | 13.37 | 14,777 | 14.54 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 740 | 0.00 | 36 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 856 | 41 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 24,857 | -9.13 | 1,193 | -8.16 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 30,909 | 10.92 | 1,484 | 12.01 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 43,087 | -2.20 | 2,069 | -1.19 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 212,183 | 1.93 | 10,187 | 2.87 | ||||
| 2025-05-13 | 13F | Francis Financial, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 96,715 | -34.59 | 4,643 | -33.92 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 53,835 | -0.01 | 2,585 | 1.02 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 13,500 | -24.24 | 647 | -23.00 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,541 | 6.05 | 122 | 7.08 | ||||
| 2025-06-03 | 13F | Invst, LLC | 38,872 | 64.76 | 1,847 | 67.00 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 9,688 | -2.74 | 465 | -1.69 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 314,963 | 22.79 | 15,121 | 24.06 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 28,860 | -66.95 | 1,386 | -66.62 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 49,318 | 6.45 | 2,368 | 7.54 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 69,337 | 34.43 | 3,329 | 35.78 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 21,622 | -46.69 | 1,038 | -46.13 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2,714 | -9.44 | 130 | -8.45 | ||||
| 2025-07-15 | 13F | Maseco Llp | 564,786 | 27,118 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 13,411 | -4.92 | 644 | -4.03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 383 | 0.00 | 18 | 0.00 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 15,698 | -22.47 | 754 | -20.65 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 415 | -20.50 | 20 | -20.83 | ||||
| 2025-07-31 | 13F | City State Bank | 140,441 | -2.23 | 6,743 | -1.22 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 353,618 | -6.44 | 16,977 | -5.47 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 56,252 | 27.86 | 2,701 | 29.19 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 9,095 | 20.29 | 437 | 21.45 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 13,922 | 3.04 | 668 | 4.05 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 16,297 | 36.41 | 782 | 37.92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,019,698 | 5.34 | 49 | 6.67 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 21,134 | 0.49 | 1,014 | 1.40 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 817 | 0.00 | 39 | 2.63 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3,068,288 | 5.15 | 147,309 | 6.24 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18,076 | 40.49 | 868 | 41.90 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 1,839 | 0.00 | 86 | 0.00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1,192,294 | 9.80 | 57,242 | 10.93 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 54,106 | -4.13 | 2,598 | -3.13 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 91,243 | 19.62 | 4,381 | 20.86 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 75,908 | 8.33 | 4 | 0.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 210,743 | 27.91 | 10,118 | 29.22 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9,741 | 468 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4,855 | 13.54 | 233 | 14.78 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 155,266 | 364.12 | 7,454 | 369.10 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 263,924 | 2.91 | 12,671 | 3.97 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 66 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 216,923 | 10.11 | 10,415 | 11.25 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 20,525 | 985 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 72,832 | -1.98 | 3,497 | -0.96 | ||||
| 2025-05-13 | 13F | Intrepid Financial Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21,048 | 29.55 | 1,011 | 30.83 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 579,464 | 74.06 | 27,820 | 75.86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,279,350 | 0.33 | 61,422 | 1.37 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 6,843 | -69.40 | 329 | -69.11 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 107,297 | 32.77 | 5,151 | 33.83 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 74,162 | 92.73 | 3,561 | 94.75 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 425,410 | -4.74 | 20,424 | -3.76 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 88,974 | 120.11 | 4,272 | 122.45 | ||||
| 2025-08-05 | 13F | Burney Co/ | 149,506 | 34.52 | 7,178 | 35.90 | ||||
| 2025-07-14 | 13F | Friday Financial | 146,213 | 8.18 | 7,020 | 9.18 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 53,730 | -4.22 | 2,580 | -3.23 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 6,145 | -6.11 | 295 | -5.14 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 479,978 | 21.97 | 23,044 | 23.22 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,683,265 | 1.46 | 176,834 | 2.50 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 5,323 | 256 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 81,477 | 16.87 | 3,872 | 18.45 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Blossom Wealth Management | 17,668 | 9.16 | 848 | 10.27 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 19,875 | 75.71 | 954 | 77.65 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 552 | 0.00 | 27 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 342,569 | 191.38 | 16,447 | 194.41 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102,700 | 11.91 | 4,931 | 13.05 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 38,544 | -4.04 | 1,850 | -3.04 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 16,898 | 0.00 | 811 | 1.12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,039 | 48.61 | 146 | 49.48 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 369,278 | 0.08 | 17,729 | 1.12 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 134,581 | -10.46 | 6,461 | -9.54 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 33,458 | 0.00 | 1,590 | 0.00 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 502,666 | -1.09 | 24,133 | -0.07 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 486 | 0.00 | 23 | 0.00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14,079 | -35.67 | 676 | -35.03 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 46,331 | 2 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 280,649 | 4.69 | 13,474 | 5.77 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 272,942 | -1.22 | 13,104 | -0.21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3,396 | 63.74 | 163 | 66.33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 344 | 17 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 3,896,787 | 11.86 | 187,083 | 13.01 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 33,931 | 23.55 | 1,629 | 24.83 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 155,234 | 45.79 | 7,453 | 47.30 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 189,225 | -33.27 | 9,085 | -32.57 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4,378 | 211 | ||||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 143,670 | 1.79 | 6,898 | 2.85 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 35,904 | 285.24 | 1,724 | 289.82 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7,029 | 337 | ||||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,286 | 0.00 | 110 | 1.87 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 105,237 | 4.12 | 5,052 | 5.18 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 10,216 | 0.00 | 490 | 1.03 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 4,383 | 210 | ||||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 5,375 | 0.00 | 258 | 1.18 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11,551 | 2.85 | 555 | 3.94 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 290,834 | -4.36 | 13,963 | -3.38 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 15,526 | 745 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 142 | 0.00 | 7 | 0.00 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 185,796 | 0.35 | 9 | 0.00 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 554,448 | -4.32 | 26,619 | -3.33 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 13,813 | 26.35 | 663 | 27.50 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 39,952 | 539.85 | 1,918 | 547.97 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 7,897 | 0.88 | 379 | 2.16 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 411,727 | 5.19 | 19,767 | 6.27 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 140,038 | -1.05 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 413,466 | 5.00 | 19,801 | 5.79 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188,990 | 11.88 | 9,073 | 13.03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 375,453 | 18.11 | 18,026 | 19.32 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 360,829 | 3.53 | 17,323 | 4.59 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 29,800 | -2.07 | 1,431 | -1.11 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 13,132 | 38.61 | 630 | 40.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,955 | -12.52 | 238 | -11.90 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 56,733 | 7.86 | 2,724 | 8.96 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 9,002 | 432 | ||||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 929,564 | 4.21 | 44,628 | 5.29 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5,276 | 2.21 | 253 | 3.27 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16,432 | -29.98 | 789 | -29.33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 25,425 | -25.41 | 1,221 | -24.64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 52,429 | 1.31 | 2,517 | 2.36 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 28,936 | -7.93 | 1,389 | -6.97 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 581 | 0.00 | 28 | 0.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 248,180 | 3.76 | 11,915 | 4.83 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 132,101 | 9.64 | 6,342 | 10.74 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 930 | 45 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 259,549 | 0.80 | 12,461 | 1.83 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 760,536 | 192,929.44 | 36,513 | 40.07 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 6,562 | 46.93 | 315 | 48.58 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 134,630 | 5.54 | 6,464 | 6.63 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 1,242,440 | 4.47 | 59,650 | 5.55 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 50,068 | 10.41 | 2,404 | 11.56 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 11,549 | -90.07 | 554 | -89.97 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 62,336 | -88.13 | 2,993 | -88.01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8,510 | 0.00 | 409 | 0.99 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 605,612 | 29,075 | ||||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 8,154 | 37.02 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11,159 | 3.19 | 536 | 4.29 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 160,230 | 402.84 | 7,693 | 408.06 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 31,516 | 69.26 | 1,513 | 71.15 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 271,412 | 6.05 | 13 | 8.33 | ||||
| 2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 53 | -66.03 | 3 | -71.43 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 56,440 | 7.21 | 2,710 | 8.32 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 210,743 | 10,118 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 167,760 | -5.00 | 8,054 | -4.02 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,395 | -14.08 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,759 | 0.00 | 180 | 1.12 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 44,625 | 10.35 | 2,142 | 11.50 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 148,489 | 40.74 | 7,129 | 42.19 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 933,135 | 13.03 | 44,800 | 14.19 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 15,926 | -0.20 | 765 | 0.79 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 41,123 | -1.54 | 1,974 | -0.50 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 213,359 | 40.57 | 10,243 | 43.96 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 481,515 | 11.92 | 23,118 | 13.07 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 561 | 0.90 | 27 | 0.00 |
