Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di American Century ETF Trust - Avantis Emerging Markets Equity ETF meliputi Maseco Llp, Midwest Trust Co, Pasadena Private Wealth, LLC, Mason & Associates Inc, rebel Financial LLC, AllGen Financial Advisors, Inc., Midwestern Financial, LLC /IA, Global Strategic Investment Solutions, LLC, Capital A Wealth Management, LLC, Wetherby Asset Management Inc, Slagle Financial, LLC, Perennial Investment Advisors, LLC, BLVD Private Wealth, LLC, Delap Wealth Advisory, Llc, Petros Family Wealth, LLC, Vance Wealth, Inc., Hicks Capital Management Llc, F&V Capital Management, LLC, Summit Trail Advisors, Llc, dan Friday Financial .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 171 | 12 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 557,208 | 18.58 | 33,527 | 21.37 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 24,504 | 21.75 | 1,680 | 38.65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,434,838 | 5.28 | 98,344 | 19.93 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 138,222 | 2.72 | 9,474 | 17.01 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 82,314 | 0.10 | 5,642 | 14.03 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 181,076 | 0.69 | 12,411 | 14.68 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 9,322 | 7.78 | 639 | 22.69 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 32,435 | 6.00 | 2,223 | 20.75 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 249 | 14.22 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 109 | 7 | ||||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 68,793 | 13.18 | 4,715 | 28.93 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1,319,578 | 1.20 | 90,444 | 15.28 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,377 | 25.80 | 437 | 43.75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 168,995 | 12.77 | 11,583 | 28.45 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 114,360 | 25.78 | 7,838 | 43.29 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17,013 | 39.38 | 1,166 | 58.86 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 178,030 | 4,340.76 | 12,202 | 4,963.07 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 47,505 | 4.48 | 3,256 | 19.01 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4,645 | 62.19 | 318 | 84.88 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 212,553 | 0.53 | 14,568 | 14.52 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 9,640 | 15.55 | 661 | 31.74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 576,603 | 13.46 | 39,520 | 29.24 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 57,594 | 6.91 | 3,947 | 21.78 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 4 | 0 | ||||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 7,448 | 5.03 | 510 | 19.72 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 17,904,707 | 0.89 | 1,227,189 | 14.92 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 12,373 | 6.75 | 848 | 21.66 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 8,147 | 88.20 | 558 | 114.62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22,670 | 10.73 | 1,554 | 26.16 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,522,823 | 8.16 | 309,994 | 23.20 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 21,617 | 1,482 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 13,280 | 20.33 | 946 | 41.47 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 72,374 | 0.01 | 4,961 | 19.23 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 388 | 1.04 | 27 | 13.04 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 12,756 | 40.04 | 874 | 59.49 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 374 | 31.69 | 26 | 47.06 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1,010,464 | 5.20 | 60,800 | 7.67 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 3,186 | 218 | ||||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 100 | 4.17 | 7 | 20.00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 7 | 0 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 69,578 | 2.03 | 4,769 | 16.21 | ||||
| 2025-08-14 | 13F | UBS Group AG | 800,872 | 6.68 | 54,892 | 21.52 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 21,564 | 0.97 | 1,478 | 15.03 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 39 | 3 | ||||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 130,923 | 0.30 | 9,089 | 24.10 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 28,543 | 2.12 | 1,956 | 16.36 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 444,194 | 5.04 | 30 | 20.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 657,632 | 37.67 | 44,936 | 65.91 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 116,799 | 27.83 | 8,005 | 45.62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 256,932 | 23.95 | 17,610 | 41.20 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 585,741 | 1.50 | 40,147 | 15.62 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 82,997 | 1.80 | 5,689 | 15.96 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 190,484 | 1.22 | 13,056 | 15.31 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 299,264 | 17.60 | 20,512 | 33.96 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 40,666 | 474.22 | 2,787 | 554.23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 43,440 | 3.75 | 2,977 | 18.18 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 14,596 | 187.78 | 1,000 | 227.87 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 14,805 | 26.27 | 1,015 | 43.83 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 48,801 | 17.53 | 3,345 | 33.87 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 105,298 | 1.56 | 7,217 | 15.69 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 98,162 | 1.09 | 6,728 | 15.15 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 432,813 | 29,665 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14,210 | 14.14 | 974 | 29.91 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3,570 | 245 | ||||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 92,924 | 4.18 | 6,369 | 23.22 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 196,322 | 1.88 | 13,456 | 16.05 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 5,312 | 0.66 | 364 | 14.83 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 552,985 | 41.20 | 37,902 | 60.84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,530 | 1.80 | 105 | 15.56 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 173,239 | 6.52 | 11,874 | 21.33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 485,474 | 7.05 | 33 | 22.22 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 491,387 | 10.86 | 33,680 | 26.28 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 59,566 | 273.71 | 4,083 | 325.65 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 5,978 | 42.33 | 410 | 62.30 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 6,686 | 3.07 | 458 | 17.44 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 24,753 | 10.49 | 1,697 | 25.91 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 121,749 | 5.95 | 8,344 | 20.68 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,253 | 66.62 | 86 | 88.89 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 34,322 | 36.40 | 2,352 | 55.35 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 132,648 | 2.05 | 9,105 | 16.42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 32,617 | 20.62 | 2,236 | 37.37 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 69,228 | 21.79 | 4,745 | 38.71 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 20,167 | 4.27 | 1,382 | 18.83 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 32,836 | 15.01 | 2,251 | 31.04 | ||||
| 2025-08-12 | 13F | Bokf, Na | 8,973 | 2,143.25 | 615 | 2,462.50 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 36,867 | 4.30 | 2,527 | 18.81 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 3,228 | 221 | ||||||
| 2025-07-09 | 13F | Bank of New Hampshire | 348 | 24 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 101,429 | 9.80 | 6,952 | 25.08 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,411 | 0.07 | 96 | 12.94 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,044,887 | 15.69 | 71,617 | 31.79 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 119,990 | 3.82 | 8,224 | 18.26 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 3,500 | 20.86 | 240 | 37.36 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 7,595 | 2.93 | 521 | 17.12 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 220,173 | 5.79 | 15,091 | 20.51 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 249,757 | 4.10 | 17,118 | 18.59 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 492 | 213.38 | 34 | 266.67 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 10 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 50,498 | 1.66 | 3,461 | 15.83 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 57,310 | 3,448 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 196 | 13 | ||||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 8,316 | 36.26 | 570 | 55.04 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 58,202 | 7.56 | 3,989 | 22.55 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6,501 | 0.25 | 446 | 14.10 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 334 | 0 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5,098 | 2.51 | 349 | 16.72 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 13,303 | 26.21 | 913 | 44.01 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 34,371 | 2.80 | 2,356 | 17.11 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 24,040 | 6.08 | 1,663 | 21.94 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 41,191 | 131.22 | 2,823 | 163.59 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 8,160 | 47.75 | 559 | 68.37 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 54,964 | 75.03 | 3,767 | 99.42 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,572 | 450 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 548,182 | 62.40 | 37,572 | 84.99 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 538,794 | 1.59 | 36,929 | 15.72 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 56,400 | 3.56 | 3,866 | 17.98 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 18,064 | 0.11 | 1,238 | 14.10 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 106,141 | 16.21 | 7,275 | 32.37 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 32,810 | 202.26 | 2,249 | 244.26 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 195,110 | 7.79 | 13,373 | 22.78 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 220 | 15 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 128,732 | 12.03 | 8,823 | 27.61 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 30,999 | 39.61 | 2,125 | 58.98 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 35,000 | 386.11 | 2,399 | 453.81 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 71,111 | 4,874 | ||||||
| 2025-07-14 | 13F | Chris Bulman Inc | 53,503 | 187.14 | 3,667 | 227.12 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22,362 | 7.16 | 1,533 | 22.07 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 19,558 | 62.25 | 1,341 | 84.83 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4,029 | 4.24 | 276 | 18.97 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 152,873 | 50.95 | 10,478 | 71.95 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 227 | 16 | ||||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 5,014 | 1.58 | 344 | 15.49 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 3,215 | 220 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 70,822 | 4,854 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 2,104,704 | 0.96 | 144,256 | 15.00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 6,536 | 7.80 | 448 | 22.80 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 365,465 | 0.74 | 25,049 | 14.75 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6,234 | 0.69 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 150 | 10 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 24,627 | 0.13 | 1,688 | 14.06 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 195,504 | 11.83 | 13,400 | 27.38 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 121,625 | 16.93 | 8,336 | 33.21 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 868,539 | 0.15 | 59,530 | 14.08 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 20,467 | 1,403 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24,171 | 42.87 | 1,657 | 62.83 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 5,156 | 353 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 10,066 | 0.02 | 690 | 13.88 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 21,949 | 58.87 | 1,504 | 80.99 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 16,726 | 0.05 | 1,146 | 14.03 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 49,589 | 6.10 | 3,399 | 20.84 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 36,877 | 103.12 | 2,531 | 131.78 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 20,690 | 1,428 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 34,636 | 4.15 | 2,374 | 18.65 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 393 | 27 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 4,183 | 287 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 14,294 | 4.91 | 980 | 19.54 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3,797 | 260 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 26,016 | 45.37 | 1,783 | 65.71 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 4,808 | 330 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 92,552 | 0.54 | 6,495 | 16.48 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 34,213 | 5.33 | 2,345 | 19.96 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 77,897 | 14.32 | 5,339 | 30.25 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 370 | 2,366.67 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 462,071 | 8.32 | 31,670 | 23.39 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 40,520 | 9,411.74 | 2,777 | 11,008.00 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 55 | 3.77 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 201,730 | 14.45 | 13,827 | 30.37 | ||||
| 2025-08-01 | 13F | Motco | 19,295 | 21.42 | 1,335 | 39.54 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 292 | 0.34 | 20 | 17.65 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 173,145 | 15.11 | 11,867 | 31.13 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 40,280 | 5.95 | 2,761 | 20.68 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 17,998 | 321.60 | 1,234 | 381.64 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 293,544 | 0.10 | 20,120 | 14.03 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 484,782 | 21.07 | 33,227 | 37.91 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 18,251 | 13.14 | 1,251 | 28.87 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,904,662 | 0.14 | 610,326 | 14.07 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 79,869 | 5.93 | 5,474 | 20.68 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 85,502 | 5,860 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 27,699 | 61.70 | 1,898 | 84.27 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 120 | 8 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 69,452 | 4.71 | 4,760 | 19.27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17,514,256 | 16.52 | 1,200,426 | 32.73 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 645,242 | 3.56 | 44,225 | 17.97 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 67,756 | 1.81 | 4,644 | 15.98 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 1,013 | 358 | ||||||
| 2025-07-10 | 13F | Envision Financial LLC | 3,957 | 271 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 411,510 | 116.59 | 28,205 | 146.73 | ||||
| 2025-08-14 | 13F | Betterment LLC | 25,672 | 108.97 | 2 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 76,113 | 6.30 | 5,217 | 21.08 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,082,299 | 74,121 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 52,293 | 12.79 | 3,599 | 35.05 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,136,728 | 16.42 | 146,451 | 32.61 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 103,956 | 7.39 | 7,125 | 22.34 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 30,064 | 3.55 | 2,061 | 17.98 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 169,452 | 24.71 | 11,614 | 42.07 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 27,166 | 12.13 | 1,862 | 27.73 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 23,698 | 5.14 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 9,710 | 17.06 | 666 | 33.27 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 285,071 | 5.73 | 19,539 | 20.43 | ||||
| 2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 804,121 | 170.61 | 51,713 | 193.67 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 48,623 | 0.83 | 3,333 | 14.86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17,544,658 | 1,271.24 | 1,202,511 | 1,462.01 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 7,745 | 89.74 | 531 | 116.33 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 24,855 | 27.78 | 1,704 | 45.56 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 91,659 | 164.63 | 6,282 | 201.44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,509,160 | 6.17 | 103,000 | 19.97 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 112,609 | 7.51 | 7,718 | 22.47 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 516,576 | 9.60 | 33,221 | 18.94 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 181,867 | 61.25 | 12,465 | 83.69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 8,402 | 79.95 | 576 | 105.36 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 187 | 13 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 37,157 | 67.45 | 2,547 | 90.71 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 7,546 | 138.04 | 1 | |||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4,741 | 13.10 | 325 | 28.57 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 148,982 | 0.30 | 10,211 | 14.26 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 22,276 | 130.24 | 1,527 | 162.20 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 40,982 | 60.92 | 2,809 | 83.29 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2,615,107 | 13.94 | 179,714 | 30.13 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 532,093 | 29.59 | 36,470 | 47.62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 5,707 | 391 | ||||||
| 2025-08-12 | 13F | Team Hewins, LLC | 170,506 | 52.69 | 11,686 | 73.92 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 13,249 | 42.97 | 908 | 63.02 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 68,066 | 4,665 | ||||||
| 2025-08-07 | 13F | Summit X, LLC | 158,086 | 79.46 | 10,835 | 104.42 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 27,207 | 68.24 | 1,865 | 91.57 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 54,740 | 94.25 | 3,752 | 121.30 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 695,622 | 47,678 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3,152 | 216 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,062,191 | 28.05 | 209,883 | 45.87 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 368,818 | 68.74 | 25,279 | 92.21 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 63,823 | 2.91 | 4,374 | 17.23 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 472,232 | 22.14 | 32,367 | 39.12 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 261,277 | 4.25 | 17,908 | 18.75 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 93,632 | 4.14 | 6,418 | 18.61 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 10,950 | 1 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,795,928 | 307.90 | 123,093 | 364.64 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 25,935 | 1,778 | ||||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 9,908 | 6.38 | 679 | 21.25 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,801 | 84.15 | 123 | 112.07 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11,133 | 5.38 | 770 | 21.26 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 6,330 | 1.28 | 434 | 15.16 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 178,787 | 4.60 | 12,254 | 19.16 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 639,598 | 6.46 | 43,838 | 21.27 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12,043 | 0.41 | 825 | 14.42 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 544,776 | 20.32 | 37,339 | 37.06 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6,715 | 478 | ||||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 18,735 | 1,284 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 834,991 | 8.76 | 57,230 | 23.89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 101,752 | 10.84 | 6,974 | 26.27 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 4,834 | 331 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 25,080 | 8.63 | 1,719 | 23.69 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 12,425 | 852 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 6,057 | 415 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,003,931 | 36.17 | 137,349 | 55.12 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1,022,529 | 0.78 | 70,084 | 14.80 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 29,200 | 2.38 | 2,001 | 16.61 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 12,605 | 3.92 | 864 | 18.38 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10,000 | 685 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,732,017 | 34.21 | 119 | 53.25 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,871 | 334 | ||||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 6,534 | 448 | ||||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 137,729 | 14.21 | 9,509 | 48.54 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 77,747 | 1.69 | 5,329 | 15.83 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 9,575 | 15.06 | 656 | 31.20 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 14,521 | 11.66 | 995 | 27.24 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 239,240 | 2.80 | 16,398 | 17.10 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 30,928 | 13.65 | 2,120 | 29.44 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 37,485 | 7.48 | 2,569 | 22.45 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 24,545 | 48.39 | 2 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 137,850 | 4.80 | 9,448 | 19.38 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 3,035 | 208 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 370 | 25 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13,231 | 10.21 | 907 | 25.48 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 110,627 | 3.46 | 7,582 | 17.86 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 14,413 | 988 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 28,070 | 0.43 | 1,924 | 14.40 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 66,939 | 12.75 | 4,588 | 28.42 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 52,437 | 30.79 | 4 | 50.00 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 158,119 | 2.43 | 10,837 | 16.68 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 170,713 | 0.38 | 11,701 | 14.34 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 50,031 | 4.67 | 3,429 | 19.23 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 13,619 | 57.19 | 933 | 79.08 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 89,250 | 2.49 | 6,117 | 16.76 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 70,164 | 4.01 | 4,809 | 18.51 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 7,845 | 44.82 | 538 | 65.23 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 2,430,093 | 25.90 | 166,559 | 43.41 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 313,052 | 7.41 | 21,457 | 22.35 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19,724 | 6.18 | 1,352 | 20.95 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 65,288 | 4,475 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 88 | 14.29 | 6 | 50.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 22,845 | 6.64 | 1,566 | 21.41 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 1,098 | 61.23 | 75 | 87.50 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 210,041 | 7.28 | 14,396 | 22.21 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4,657 | 21.72 | 319 | 38.70 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 164,580 | 3.12 | 11,280 | 17.41 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 4,847 | 0.54 | 332 | 14.48 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 15,300 | 2.48 | 1,049 | 16.70 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2,610 | 74.00 | 179 | 97.78 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 81,053 | 7.19 | 5,555 | 22.11 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 37,695 | 2,584 | ||||||
| 2025-07-14 | 13F | Friday Financial | 9,063 | 621 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 307 | 21 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 165,172 | 966.52 | 11,321 | 1,115.90 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 80,611 | 81.94 | 5,525 | 107.32 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 19,389 | 8.16 | 1,329 | 23.19 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 16,373 | 91.63 | 1,122 | 118.29 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 7,339 | 99.16 | 503 | 127.15 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 2,955 | 203 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 21,972 | 2.45 | 1,506 | 16.67 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 115,120 | 11.79 | 7,890 | 27.34 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 25,502 | 0.97 | 1,748 | 15.01 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 487,821 | 6.13 | 33,435 | 30.29 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 10,704 | 68.33 | 734 | 91.88 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 397,698 | 3.46 | 27,257 | 17.85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 311,490 | 44.42 | 21,350 | 64.51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 145,854 | 9,997 | ||||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 3,881 | 0.39 | 266 | 14.66 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 147,391 | 0.98 | 10,102 | 20.39 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 65,829 | 12.36 | 4,512 | 27.97 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 95,798 | 1.58 | 6,566 | 15.70 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 54,856 | 1.45 | 3,760 | 15.55 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 64,553 | 6.72 | 4,424 | 21.57 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 698 | 0.29 | 48 | 14.63 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 9,923 | 13.56 | 597 | 16.37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,344 | 765.34 | 298 | 890.00 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 57,621 | 8.71 | 3,949 | 23.83 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5,441 | 1.06 | 373 | 15.17 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 53,886 | 24.90 | 3,693 | 42.31 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 6,471 | 1.06 | 443 | 15.06 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 304 | 1.67 | 21 | 11.11 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 53,437 | 18.20 | 3,663 | 34.14 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 57,514 | 169.26 | 3,942 | 206.77 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 75,281 | 39.25 | 5,160 | 58.64 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4,154 | 285 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 45,389 | 20.54 | 3,173 | 42.80 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 22,824 | 0.21 | 1,564 | 14.16 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 67,337 | 9.09 | 4,616 | 24.13 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10,481 | 24.58 | 721 | 47.54 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 77,083 | 49,630.97 | 5,283 | 71.30 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 87,194 | 5,976 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 12,911 | 22.38 | 885 | 39.43 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 191,761 | 3.77 | 13,143 | 18.20 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 311,597 | 100.25 | 21,357 | 126.44 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 22,083 | 3.30 | 1,514 | 17.65 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 92,720 | 31.32 | 6,355 | 49.60 | ||||
| 2025-08-01 | 13F | First National Trust Co | 40,634 | 16.63 | 2,785 | 32.87 | ||||
| 2025-08-07 | 13F | Nwam Llc | 19,290 | 14.61 | 1,343 | 32.71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29,641 | 31.83 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,705,255 | 230.82 | 116,878 | 276.84 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 495,052 | 8.50 | 33,931 | 23.59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 490,585 | 50.59 | 33,625 | 71.53 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 320,694 | 4.16 | 21,980 | 18.65 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 192 | 10.34 | 13 | 30.00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 355 | 1.14 | 24 | 14.29 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 5,599 | 19.69 | 384 | 36.30 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 52,502 | 4.98 | 3,599 | 19.57 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5,764 | 0.31 | 395 | 14.49 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 187,205 | 4.13 | 12,831 | 18.62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29,823 | 27.25 | 2 | 100.00 | ||||
| 2025-07-09 | 13F | Emprise Bank | 3,574 | 245 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 54,519 | 2.67 | 3,737 | 16.93 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,538,323 | 60.50 | 101,318 | 75.73 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 30,919 | 18.21 | 2 | 100.00 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 90,040 | 0.21 | 6,171 | 14.15 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,370 | 231 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 22,748 | 5.36 | 1,559 | 20.02 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 177 | 12 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 260 | 0 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 70,307 | 24.01 | 4,819 | 41.25 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 331 | 1.22 | 23 | 15.79 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 72,244 | 15.45 | 4,952 | 31.50 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 328,429 | 13.02 | 22,511 | 28.74 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 852,408 | 102.35 | 58 | 132.00 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 34,788 | 843.28 | 2,384 | 978.73 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 173,145 | 17.69 | 11,867 | 35.47 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 25,082 | 1,719 | ||||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 29,550 | 1.73 | 2,085 | 19.29 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 281,744 | 19,311 | ||||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 30,806 | 1.23 | 2,111 | 15.29 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 826,949 | 9.99 | 56,679 | 25.29 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 18,472 | 0.24 | 1,266 | 14.26 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 474,627 | 13.63 | 32,531 | 29.44 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 47,697 | 1.84 | 3,269 | 16.00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14,735 | 74.09 | 1,010 | 98.23 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 80,451 | 5,514 |
