Mga Batayang Estadistika
| Pemilik Institusional | 350 total, 350 long only, 0 short only, 0 long/short - change of 8.02% MRQ |
| Alokasi Portofolio Rata-rata | 0.9486 % - change of 6.04% MRQ |
| Saham Institusional (Jangka Panjang) | 78,252,432 (ex 13D/G) - change of 1.28MM shares 1.66% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,509,955 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional International Small Cap Value ETF (US:DISV) memiliki 350 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 78,252,432 saham. Pemegang saham terbesar meliputi Colony Group, LLC, Forum Financial Management, LP, Mather Group, Llc., Buckingham Strategic Partners, Ritholtz Wealth Management, Asset Dedication, LLC, HighTower Advisors, LLC, CI Private Wealth, LLC, Cerity Partners LLC, and Northern Trust Corp .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional International Small Cap Value ETF (BATS:DISV) 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 34.98 / share. Previously, on September 9, 2024, the share price was 27.54 / share. This represents an increase of 27.02% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Brighton Jones Llc | 7,625 | 251 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1,898 | -9.32 | 55 | 0.00 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 93,242 | -1.76 | 3,069 | 11.04 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 26,935 | -34.14 | 886 | -25.55 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59,447 | 1.02 | 1,956 | 14.19 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 9,754 | -5.37 | 321 | 7.00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 23,160 | -3.17 | 774 | 11.06 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 34 | 0.00 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66,788 | 37.87 | 2,198 | 55.82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 444,894 | 6.40 | 14,641 | 20.25 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 209,700 | 6,901 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28,004 | 71.10 | 919 | 90.06 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 535,870 | -2.52 | 17,635 | 10.17 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,218 | 336 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 166 | 0.00 | 5 | 25.00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 292,972 | -6.37 | 9,642 | 5.82 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 1 | ||||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 343,779 | 14.43 | 11,314 | 36.99 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,082,444 | 3.89 | 35,623 | 17.41 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 22,672 | -5.48 | 746 | 6.88 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 81,282 | 21.20 | 2,675 | 36.99 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 117,140 | 4.43 | 3,855 | 18.03 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 16,311 | -6.69 | 537 | 5.30 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5,873 | 193 | ||||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 4,109 | 0.00 | 135 | 13.45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14,252 | 88.24 | 469 | 113.18 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 16,942 | 8.59 | 558 | 22.69 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 77,327 | 8.87 | 2,545 | 34.82 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 298,114 | 2.90 | 9,811 | 16.29 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 470,355 | 11.69 | 15,479 | 26.23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71,743 | 13.80 | 2,361 | 28.66 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 73,920 | 5.67 | 2,433 | 19.45 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 26,177 | 0.09 | 861 | 13.14 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 25,500 | 0.33 | 839 | 13.38 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 6,289 | 207 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 30,834 | -0.08 | 1,047 | 19.95 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 90,755 | 5.15 | 2,987 | 18.82 | ||||
| 2025-08-07 | 13F | Nwam Llc | 55,040 | -11.20 | 1,811 | 0.39 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27,805 | 12.46 | 915 | 27.26 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7,351 | 6,706.48 | 242 | 7,933.33 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 135,867 | -3.84 | 4,471 | 8.68 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 91,086 | 12.74 | 2,998 | 27.42 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 85 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 36,385 | -0.24 | 1,197 | 12.71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6,558 | -51.06 | 216 | -44.87 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 70,600 | 2,323 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 88,897 | 28.72 | 2,926 | 45.45 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 11,113 | 38.02 | 366 | 55.98 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 836,684 | 28.70 | 27,836 | 64.16 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 27,752 | -2.35 | 913 | 10.40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 453,189 | 31.01 | 14,914 | 48.06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,033,796 | 8.56 | 34,022 | 22.69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 313 | 10 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,179,049 | -4.71 | 38,802 | 7.69 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 33,915 | 1,116 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 12,727 | 4.55 | 419 | 18.08 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 116,208 | 5.88 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 561,158 | 83.81 | 18,468 | 107.73 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 10,245 | 0 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 448,041 | 14,745 | ||||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 128,323 | -6.28 | 4,223 | 5.92 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 158,484 | 1.92 | 5,216 | 15.17 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 93,816 | -1.74 | 3,087 | 11.04 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 232,506 | -1.22 | 7,719 | 24.18 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 232,316 | -5.77 | 7,646 | 6.49 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 21,296 | -0.36 | 620 | 9.35 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 202,674 | 3.93 | 6,670 | 17.47 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 470,827 | 0.52 | 15,495 | 13.60 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 112,421 | 38.21 | 3,700 | 56.21 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 18,446 | 3.65 | 607 | 11.17 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 51,602 | 92.89 | 1,698 | 117.97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 57,744 | 16.51 | 1,900 | 31.67 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 753,444 | 7.27 | 24,795 | 21.23 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 12,501 | 411 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 434,946 | -6.55 | 14,314 | 5.61 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 613,713 | 1.21 | 20,197 | 14.39 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 399,461 | -1.61 | 11,632 | 7.83 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 12,270 | -16.80 | 404 | -6.06 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,439 | 6.83 | 508 | 20.95 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 31,959 | 0.00 | 1,052 | 13.01 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 32,533 | -31.09 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,690 | 56 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 17,946 | 36.70 | 591 | 54.45 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 240,475 | -1.31 | 7,914 | 11.54 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164,990 | 7.00 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 395,629 | 14,070.09 | 13,020 | 15,974.07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 74,554 | 1.65 | 2,454 | 14.89 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 289,378 | -2.96 | 9,523 | 9.67 | ||||
| 2025-04-17 | 13F | Retirement Solution Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 12,689 | -4.55 | 418 | 7.75 | ||||
| 2025-07-29 | 13F | Schubert & Co | 60,104 | 6.38 | 1,978 | 20.24 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6,448 | 212 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,059 | 236.15 | 101 | 284.62 | ||||
| 2025-07-21 | 13F | 25 Llc | 14,759 | 0.08 | 486 | 13.05 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 129 | 0.00 | 4 | 33.33 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 78,505 | -1.14 | 2,584 | 11.72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 497,163 | 27.47 | 16,362 | 44.06 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26,537 | 325.68 | 873 | 382.32 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22,676 | -3.30 | 746 | 9.38 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 121,455 | 25.56 | 3,997 | 41.94 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 22,587 | -1.82 | 743 | 11.06 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 5,250 | 0.00 | 173 | 13.16 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5,844,562 | 455,083.96 | 192,345 | 519,748.65 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 188,300 | -1.69 | 6,197 | 11.10 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 59,143 | 4.89 | 1,946 | 18.59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66,527 | 6.67 | 2,189 | 20.54 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 9,687 | 14.52 | 282 | 25.89 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 46,736 | -2.36 | 1,538 | 10.41 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 218,808 | 9.72 | 7,201 | 23.99 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 42,942 | -8.81 | 1,413 | 3.06 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21,489 | 2.11 | 707 | 15.52 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 44,381 | -3.52 | 1,461 | 9.04 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 64,566 | -0.49 | 2,125 | 12.44 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 48,869 | 0.00 | 1,608 | 13.00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 175,535 | 1.97 | 6,005 | 14.23 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 640,588 | 13.91 | 21,082 | 28.74 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 27,832 | 63.59 | 1 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 35 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 179,530 | 6.26 | 5,908 | 20.11 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 34,278 | 0.87 | 1,128 | 14.05 | ||||
| 2025-08-12 | 13F | Close Asset Management Ltd | 410 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17,213 | 5.45 | 566 | 19.16 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 24,518 | -0.71 | 807 | 12.10 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 643 | 0.00 | 17 | 0.00 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 49,543 | -5.39 | 1,630 | 6.96 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 332,178 | -3.00 | 10,932 | 9.62 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 60,504 | 1.72 | 1,997 | 15.24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 196,747 | 0.54 | 6,475 | 13.62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 68,644 | 94.49 | 2,259 | 119.96 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,857 | -0.20 | 226 | 12.50 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 559,075 | 894.78 | 18,399 | 1,024.63 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 6,200 | -17.32 | 204 | -6.42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48,825 | 1,607 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6,654 | 219 | ||||||
| 2025-08-05 | 13F | Dravo Bay Llc | 248,662 | -2.71 | 8,395 | 12.56 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,413 | 93.17 | 606 | 115.30 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 302,710 | -1.01 | 9,962 | 11.88 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 264,356 | -6.32 | 8,700 | 5.87 | ||||
| 2025-07-23 | 13F | Matisse Capital | 44,100 | 0.00 | 1,451 | 13.01 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 439,644 | -1.22 | 14,469 | 11.64 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1,107 | -65.16 | 36 | -60.87 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 4 | 0 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 99,425 | 21.69 | 3,272 | 37.54 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 118,780 | 41.07 | 3,909 | 59.49 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 399,331 | -3.11 | 13,142 | 9.49 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 140,262 | 6.80 | 4,616 | 20.69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 12,915,171 | -5.68 | 425,038 | 6.59 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 51,364 | 8.53 | 1,690 | 22.64 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,917 | 96 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 74,943 | 4.52 | 2,466 | 18.16 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 256,853 | -0.70 | 8,453 | 12.24 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4,683 | -69.17 | 154 | -65.16 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 22,056 | 3.15 | 726 | 16.56 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 36,538 | 0.10 | 1,202 | 13.18 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 21,940 | 1.05 | 722 | 14.24 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 199,945 | 21.85 | 6,580 | 37.71 | ||||
| 2025-07-25 | 13F | Miramar Fiduciary Corp | 511,178 | 0.00 | 16,823 | 13.01 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 132,743 | -5.18 | 4,369 | 7.16 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 93,976 | 336.06 | 3,093 | 393.14 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 25,934 | -36.64 | 853 | -28.38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51,365 | -92.21 | 1,690 | -91.19 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 52,367 | 29.98 | 1,723 | 46.89 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,551 | 15.69 | 628 | 26.92 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 30,060 | -6.32 | 989 | 5.89 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 999,351 | 61.57 | 32,889 | 82.60 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 87,864 | -3.79 | 2,892 | 8.73 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 230,798 | 4.97 | 8 | 16.67 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 130,975 | 86.54 | 4,310 | 110.86 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 14,367 | 2.31 | 473 | 15.69 | ||||
| 2025-08-08 | 13F | Creative Planning | 601,117 | 1.30 | 19,783 | 14.49 | ||||
| 2025-07-14 | 13F | Friday Financial | 22,014 | 724 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 18,054 | -4.50 | 594 | 8.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 84,439 | 51.51 | 2,779 | 71.27 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 232,039 | 0.40 | 7,636 | 13.46 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 18,818 | 63.10 | 619 | 84.78 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 9,524 | 0.00 | 313 | 13.00 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8,610 | 7.18 | 283 | 21.46 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 38,942 | -36.27 | 1,282 | -27.99 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 19,749 | 1.81 | 650 | 23.15 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 27,130 | 46.96 | 893 | 66.11 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 202,657 | 26.00 | 6,669 | 42.41 | ||||
| 2025-04-16 | 13F | Mogy Joel R Investment Counsel Inc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 19,221 | -1.02 | 633 | 11.86 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3,600 | -19.46 | 118 | -9.23 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 420,313 | -4.77 | 14 | 8.33 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 30,164 | 0.88 | 993 | 14.02 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 744,751 | -0.09 | 24,510 | 12.91 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 2,198 | 20.44 | 72 | 35.85 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 7,453 | 0.00 | 245 | 12.90 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 13,193 | 0.00 | 384 | 0.00 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 38,591 | 19.10 | 1,270 | 34.68 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 106,817 | 9.39 | 3,515 | 23.64 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 279,263 | -6.83 | 9,191 | 5.29 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 212,291 | 24.39 | 7 | 50.00 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 25,200 | 0.00 | 734 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 317,056 | -1.62 | 10,434 | 11.19 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 215,494 | 9.01 | 7,092 | 23.19 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 13,497 | 0.00 | 444 | 12.98 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 766,388 | 106.68 | 25,222 | 133.57 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 297,355 | -6.07 | 9,786 | 6.15 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 60,211 | -37.60 | 1,982 | -29.48 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 20,881 | 34.72 | 687 | 52.11 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,520,459 | 8.09 | 82,948 | 22.16 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 43,258 | -13.07 | 1,424 | -1.79 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9,600 | 316 | ||||||
| 2025-07-15 | 13F | Vestment Financial LLC | 107,034 | 2.24 | 3,530 | 15.51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 16,934 | -4.31 | 557 | 8.16 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 133,562 | 0.36 | 4,396 | 13.42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 27,210 | 1.48 | 895 | 11.46 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 10 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 41,261 | 1,893.29 | 1,358 | 2,161.67 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 101,879 | 20.43 | 3,353 | 36.09 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 13,445 | -15.66 | 442 | -4.96 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19,821 | 652 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 75,470 | 12.48 | 2,484 | 27.14 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 131,927 | -5.32 | 4,342 | 7.00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 70,030 | 160.03 | 2,305 | 193.88 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 128,268 | 9.44 | 4,221 | 23.71 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Family CFO Inc | 6,297 | 0.00 | 207 | 13.11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 24,131 | 26.05 | 794 | 42.55 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 58,935 | -0.90 | 1,940 | 12.02 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 57,254 | 59.42 | 1,884 | 80.29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 625,156 | 6.12 | 20,755 | 20.99 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 504,587 | 2.14 | 16,606 | 15.42 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 32,134 | 2.64 | 1,058 | 16.03 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 317,437 | -2.17 | 10,447 | 10.56 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 124,477 | -1.53 | 4,097 | 11.27 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 167,389 | 5.08 | 5,509 | 18.76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,031,995 | 23.35 | 66,873 | 39.41 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 92,149 | 20.35 | 3 | 50.00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 214,677 | 128.12 | 7,065 | 157.85 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 88,490 | -3.91 | 2,912 | 8.62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10,000 | 329 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 130,029 | 6.48 | 4,279 | 20.37 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 14,508 | 477 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 776,987 | 25.05 | 25,571 | 41.33 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 342,279 | 2.81 | 11,264 | 16.18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 95,919 | 19.14 | 3,157 | 34.64 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 18,340 | 2.06 | 604 | 15.30 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 177,547 | -2.18 | 5,843 | 10.56 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 68,974 | 3.10 | 2,270 | 16.48 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 27,643 | 30.42 | 910 | 47.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,858 | 117.31 | 61 | 154.17 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 270,065 | -3.02 | 9 | 0.00 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2,890 | 0.00 | 95 | 13.10 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 67,280 | 4.95 | 2,214 | 18.65 | ||||
| 2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 10,429 | 1.34 | 343 | 14.72 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 60,400 | 139.68 | 1,988 | 171.08 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 473,731 | 1.07 | 13,795 | 10.77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 52,946 | 3.63 | 1,742 | 17.15 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 331,520 | 0.27 | 10,910 | 13.33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44,496 | 21.18 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 580 | 0.00 | 19 | 18.75 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7,598 | 250 | ||||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 356,500 | -66.54 | 11,732 | -62.18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 | -7.41 | 7 | 0.00 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 79,551 | 9.75 | 2,618 | 24.08 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 998,879 | -1.94 | 33,133 | 11.39 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 20,271 | -8.11 | 694 | 13.96 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 7,667 | -17.20 | 252 | -6.32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 280 | 0.00 | 9 | 28.57 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 112,826 | -16.58 | 3,713 | -5.71 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,768 | -14.75 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6,287 | 207 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 37,738 | 1.47 | 1,242 | 14.70 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,321 | 43 | ||||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 6,935 | 0.00 | 228 | 13.43 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10,541 | 9.44 | 347 | 23.57 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 16,040 | -0.95 | 528 | 11.89 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 141,608 | 2.82 | 4,657 | 16.13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11,075 | -20.99 | 364 | -10.78 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21,474 | 58.20 | 707 | 78.73 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,257 | 0.00 | 41 | 13.89 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 83,522 | 2.17 | 2,749 | 26.52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,337 | 209 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7,123 | 0.00 | 234 | 13.04 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 320 | 0.00 | 11 | 11.11 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 21,215 | 17.76 | 698 | 33.21 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 145,578 | 1.85 | 4,791 | 15.09 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 5,899,078 | -4.07 | 194,139 | 8.41 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 987,935 | 4.25 | 32,513 | 17.82 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11,658 | 20.43 | 384 | 36.30 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,192 | 1.62 | 39 | 14.71 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 136,966 | 4.35 | 4,508 | 17.92 | ||||
| 2025-08-14 | 13F | Betterment LLC | 315,470 | 6.64 | 10 | 25.00 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 62,979 | -0.67 | 2,073 | 12.24 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 829,989 | -3.80 | 27,315 | 8.72 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 13,865 | -39.56 | 456 | -31.63 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 12,415 | 1.76 | 409 | 14.93 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6,553 | 216 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 15,216 | 0.02 | 501 | 12.87 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 54,456 | 1,792 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 40,381 | 50,376.25 | 1,329 | 14.58 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 517 | 17 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6,374 | -16.57 | 210 | -5.86 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 231,317 | 5.84 | 7,613 | 19.61 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 20,580 | 0.00 | 677 | 13.02 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 68,552 | -0.44 | 2,256 | 11.08 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 747,645 | -1.68 | 24,605 | 11.11 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 84,313 | 9.88 | 2,775 | 24.17 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3,770 | 0.00 | 124 | 13.76 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1,100 | 0.00 | 36 | 12.50 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 135,214 | -22.87 | 4,450 | -12.85 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 858,564 | 12.96 | 28,255 | 27.67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 121,984 | 0.00 | 4,014 | 13.01 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 11,391 | -3.15 | 375 | 9.36 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 124,646 | 1.97 | 4,102 | 11.23 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 124,406 | 9.64 | 4,094 | 23.91 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,261,123 | -2.56 | 41,504 | 10.13 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 9,983 | 37.58 | 329 | 55.45 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 144,707 | -1.24 | 4,762 | 11.63 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 12,080 | 398 | ||||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 288,470 | 1.27 | 9,869 | 20.93 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 845,687 | 28,956 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 12,084 | 404 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14,632 | 1.77 | 489 | 17.87 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 273,930 | 3.18 | 9,015 | 16.61 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 183,768 | 7.09 | 6,048 | 21.01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14,279 | 39.84 | 470 | 57.91 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 410,030 | -5.05 | 13,494 | 7.31 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 444,756 | 0.51 | 14,637 | 13.58 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 136,150 | 2.77 | 4,481 | 16.15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,863 | 1,625.00 | 61 | 1,933.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 6,060 | 0.00 | 176 | 0.00 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 237,336 | -8.92 | 7,811 | 2.94 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 161,349 | -13.86 | 5,315 | -2.57 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9,997 | 39.94 | 329 | 58.17 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23,498 | -0.31 | 773 | 12.68 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 91,246 | 16.99 | 3,003 | 44.88 | ||||
| 2025-07-09 | 13F | Emprise Bank | 106,693 | 206.77 | 3,511 | 246.94 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1,581 | 52 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 222,934 | 10,376.22 | 7,337 | 34,833.33 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 366,291 | 6.27 | 12,055 | 20.10 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 71,665 | 1.60 | 2,358 | 14.86 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 10,384 | -31.53 | 342 | -22.68 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 14,434 | -12.85 | 475 | -1.45 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 371,377 | 1.84 | 12,222 | 15.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10,861 | 41.90 | 0 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 32,175 | -0.54 | 1,059 | 12.31 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 175,943 | -2.09 | 5,790 | 10.67 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5,611 | 1.83 | 185 | 15.00 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 15,224 | -12.12 | 501 | -0.60 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,519 | -5.77 | 215 | 6.47 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56,240 | 0.11 | 1,851 | 13.15 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 19,585 | 7.16 | 645 | 21.05 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7,528 | 248 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1,364 | 45 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,382 | 28.41 | 342 | 45.11 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6,868 | 226 | ||||||
| 2025-08-14 | 13F | Css Llc/il | 32,041 | -17.72 | 1,054 | -6.97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 190,532 | 6.66 | 6,273 | 20.55 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 43,296 | 1.24 | 1,425 | 14.38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 |
