Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di American Century ETF Trust - Avantis U.S. Small Cap Value ETF meliputi First Citizens Bank & Trust Co, Lifelong Wealth Advisors, Inc., Quent Capital, LLC, O'Connor Financial Group LLC, Capital Planning Advisors, LLC, Clark Capital Management Group, Inc., Northwest & Ethical Investments L.P., Neuberger Berman Group LLC, rebel Financial LLC, SRS Capital Advisors, Inc., OmniStar Financial Group, Inc., Alpha Financial Advisors, LLC, Ballast, Inc., Broadway Wealth Solutions, Inc., Motco, Tradewinds, LLC., Integris Wealth Management, LLC, First Citizens Asset Management, Inc., Denver Wealth Management, Inc., dan Harbor Asset Planning, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 344,851 | 4.88 | 31,416 | 9.61 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4,155 | 1.59 | 379 | 6.18 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,715 | 247 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 661,927 | 11.93 | 60,302 | 16.98 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 71,090 | 10.91 | 6,476 | 15.91 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 28,427 | 2.08 | 2,590 | 6.67 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 26,192 | 7.74 | 2,386 | 12.60 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 8,944 | 815 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 53,169 | 127.94 | 4,844 | 138.22 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 37,311 | 161.19 | 3,399 | 173.01 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 107,845 | 382.48 | 9,825 | 404.31 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 334 | 12.08 | 30 | 20.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 7,037 | 1.27 | 641 | 5.95 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 83,783 | 5.08 | 7,303 | -5.03 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 6,941 | 6.98 | 632 | 11.86 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 176 | 16 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 378,869 | 60.58 | 34,515 | 67.82 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 45,766 | 56.37 | 4,169 | 63.43 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4,934 | 69.96 | 449 | 77.47 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 561 | 51 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3,891 | 354 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7,620 | 157.69 | 694 | 170.04 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 14,307 | 2.05 | 1,293 | 7.85 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 4,730 | 18.10 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2,250 | 205 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 221,329 | 4.00 | 20,163 | 8.69 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 91,622 | 2.78 | 8,347 | 7.40 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 7,492 | 24.08 | 683 | 29.66 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 15,081 | 22.32 | 1,374 | 27.84 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8,964 | 817 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 71,570 | 10.37 | 6,520 | 15.36 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 68,444 | 6.09 | 6,235 | 10.88 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 32,460 | 11.34 | 2,957 | 16.37 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 7,904 | 720 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 172,255 | 16.19 | 15,692 | 21.43 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 667 | 61 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 14,254 | 1,299 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 173,428 | 3.67 | 15,799 | 8.35 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 2,291 | 209 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 26,636 | 9.62 | 2,427 | 14.54 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 161,297 | 33.45 | 14,694 | 39.46 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 62,874 | 58.14 | 5,891 | 80.79 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 92,888 | 25.80 | 8,462 | 31.48 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 4,256 | 15.75 | 388 | 20.94 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 97,781 | 7.56 | 9,330 | 22.83 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 108,610 | 1.60 | 9,894 | 6.18 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 26,256 | 720.24 | 2,392 | 756.99 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 95,198 | 4.31 | 9 | 14.29 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 28,467 | 33.20 | 2,593 | 39.18 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 17,004 | 33.89 | 1,549 | 39.93 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 79,337 | 7,228 | ||||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3,472 | 7.09 | 316 | 12.06 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 142,912 | 8.48 | 13,019 | 13.38 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 14 | 1 | ||||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 101,194 | 5.43 | 9,614 | 28.43 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,359 | 215 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 30,812 | 5.04 | 2,807 | 9.78 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 105 | 10 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,884 | 536 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 136,448 | 3.95 | 12,470 | 9.42 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 115,500 | 49.49 | 10,522 | 56.23 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 250 | 23 | ||||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 160,691 | 1.81 | 14,639 | 6.40 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 276,263 | 1.70 | 25,168 | 6.29 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 287,204 | 3.82 | 26,164 | 8.51 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 26,650 | 32.32 | 2,428 | 38.29 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 5,675 | 3.69 | 517 | 8.18 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19,747 | 967.98 | 1,799 | 910.11 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17,159 | 5.81 | 1,563 | 10.62 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 26,530 | 344.02 | 2,417 | 364.62 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4,829 | 6.91 | 440 | 11.70 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 88,118 | 19.70 | 8,028 | 25.11 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 140,718 | 2.52 | 12,819 | 7.15 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10,079 | 3.53 | 918 | 8.25 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 2,724 | 248 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 261,765 | 11.60 | 23,847 | 16.63 | ||||
| 2025-07-28 | NP | AVGV - Avantis All Equity Markets Value ETF | 286,403 | 16.34 | 25,241 | 10.42 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 14,151 | 0.01 | 1,289 | 4.54 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 46,471 | 7.82 | 4,234 | 12.70 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 455,269 | 0.44 | 41,475 | 4.97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 70,775 | 16.37 | 6,448 | 21.62 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 146 | 14 | ||||||
| 2025-08-14 | 13F | Css Llc/il | 32,860 | 5.66 | 2,994 | 10.44 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 61,387 | 0.36 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 360,075 | 3.93 | 32,803 | 8.62 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 30,577 | 1.75 | 2,786 | 6.34 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 60,375 | 7.80 | 5,500 | 12.68 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 96,584 | 7.61 | 8,799 | 12.46 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 5,499 | 501 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 103,959 | 0.69 | 9,471 | 5.23 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 113,952 | 9.16 | 10,381 | 14.08 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 71,154 | 41.87 | 6,482 | 48.30 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 96,446 | 143.99 | 8,786 | 155.04 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 15,548 | 1,416 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1,129,106 | 11.61 | 102,862 | 16.64 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4,866 | 0.47 | 443 | 4.98 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 214 | 19 | ||||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 143,633 | 7.60 | 13,085 | 12.44 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 1,086,803 | 7.01 | 99,008 | 11.83 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 168,026 | 54.24 | 15,307 | 61.21 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 9,578 | 873 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 1,071,733 | 0.63 | 97,635 | 5.16 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 6,922 | 0.48 | 631 | 5.00 | ||||
| 2025-07-29 | 13F | Schubert & Co | 3,681 | 335 | ||||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 43,830 | 28.38 | 3,993 | 34.18 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 8,753 | 35.47 | 797 | 41.56 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 10,750 | 979 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 587 | 0.69 | 53 | 6.00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3,660 | 333 | ||||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3,105 | 0.49 | 283 | 4.83 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 225,789 | 18.37 | 20,606 | 23.92 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 12,273 | 22.00 | 1,118 | 27.63 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 236,422 | 1.63 | 21,538 | 6.22 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 55,721 | 0.98 | 5,181 | 7.71 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 139,948 | 1,593.88 | 12,749 | 1,670.69 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 27,518 | 18.03 | 2,507 | 23.33 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 2,271 | 207 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 41,575 | 6.78 | 3,787 | 11.58 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 101,655 | 6.54 | 9,261 | 11.34 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 13,406 | 7.48 | 1,221 | 12.33 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 200,575 | 9.75 | 18,272 | 14.69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18,218 | 21.39 | 1,660 | 26.83 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 2,418 | 220 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 536,379 | 33.58 | 48,864 | 39.60 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 590,312 | 5.91 | 53,777 | 10.68 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 75,077 | 6.47 | 6,839 | 11.28 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 23,465 | 5.75 | 2,138 | 10.50 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 113,782 | 599.47 | 10,366 | 631.47 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 870 | 19.18 | 79 | 25.40 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 13 | 1 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 6,173 | 562 | ||||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 5,572 | 96.89 | 508 | 106.10 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 17,202 | 3.50 | 1,567 | 8.22 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 56,298 | 2.88 | 5,129 | 7.51 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 271,286 | 7.14 | 25,227 | 14.29 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 12 | 33.33 | 1 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 199 | 18 | ||||||
| 2025-08-05 | 13F | Navalign, LLC | 80,358 | 4.80 | 7,321 | 9.53 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 2,343 | 213 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 113,885 | 11.22 | 10,375 | 16.20 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 87,018 | 7,927 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 2,314 | 211 | ||||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 44,432 | 47.45 | 4,048 | 54.11 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 9,700 | 884 | |||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 3,600 | 328 | |||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 298,078 | 23.24 | 27,155 | 28.79 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 125,602 | 5.00 | 11,680 | 12.02 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 168 | 136.62 | 15 | 150.00 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 26,249 | 1,799 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 14,359 | 8.44 | 1,308 | 13.34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 9,892 | 677.67 | 901 | 719.09 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 45,829 | 0.15 | 4,175 | 4.69 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 55,132 | 1.20 | 5,231 | 15.66 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 58,976 | 7.83 | 5,373 | 12.69 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 10,365 | 23.81 | 944 | 29.49 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 51,352 | 3.63 | 4,678 | 8.31 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 21,066 | 9.15 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 181,417 | 19.59 | 16,527 | 24.99 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,985 | 3.97 | 636 | 8.72 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 2,590 | 236 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2,235 | 204 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11,693 | 22.34 | 1,087 | 30.49 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 59,036 | 11.38 | 5,378 | 16.41 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 448 | 10.62 | 41 | 14.29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 380,711 | 38.20 | 34,683 | 44.42 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 147,865 | 0.29 | 13,471 | 4.81 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 71,171 | 15.09 | 6,484 | 20.28 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 11,416 | 70.21 | 1,040 | 77.91 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 6,935 | 632 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 625 | 57 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 162,049 | 2.50 | 14,763 | 7.12 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 62,010 | 254.44 | 5,649 | 270.43 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 6,356 | 3.03 | 579 | 7.82 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 52,191 | 5.94 | 4,755 | 10.71 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 15,944 | 6.68 | 1,494 | 14.23 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 6,098 | 555 | ||||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 162,776 | 124.07 | 14,829 | 134.18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 179,298 | 8.96 | 16 | 14.29 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,416 | 2.01 | 402 | 6.63 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 100,171 | 88.93 | 9,126 | 97.47 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 22,084 | 2.00 | 2,012 | 6.57 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 195 | 50.00 | 18 | 54.55 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 50,034 | 12.46 | 4,558 | 17.53 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10,144 | 28.18 | 1 | |||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 393,384 | 2.80 | 35,837 | 7.44 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 210,908 | 19,214 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 659 | 60 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 48,467 | 1.48 | 4,415 | 6.05 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 33,614 | 8.47 | 3,062 | 13.37 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 61,567 | 6.48 | 5,609 | 11.27 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 245,828 | 10.93 | 22,395 | 15.93 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 621,071 | 0.49 | 56,580 | 5.02 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 50,916 | 17.40 | 4,638 | 22.70 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 13,659 | 0.72 | 1,244 | 5.25 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 1,131,955 | 21.05 | 103,121 | 26.51 | ||||
| 2025-07-23 | 13F | Drake & Associates, LLC | 141,592 | 9.77 | 12,899 | 14.72 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 5,365 | 0.69 | 489 | 5.17 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1,390 | 121 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 3,757 | 342 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 34,027 | 3.05 | 3,100 | 7.68 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 4,382 | 20.05 | 416 | 44.10 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5,234 | 477 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 10,195 | 929 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 302 | 0.33 | 28 | 3.85 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4,405 | 401 | ||||||
| 2025-06-27 | NP | TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 112,673 | 0.25 | 9,308 | -15.76 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,354 | 0.11 | 488 | 4.51 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 30,525 | 41.59 | 2,781 | 47.95 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 206,107 | 21.92 | 18,776 | 27.74 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2,737 | 249 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 8,635 | 3.77 | 787 | 8.41 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 18,617 | 13.58 | 1,623 | 2.53 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 137,958 | 4.18 | 12,568 | 8.88 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 13,625 | 3.94 | 1,241 | 8.67 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 68,467 | 3.55 | 6,237 | 8.22 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 221,519 | 20,180 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 77,351 | 2.19 | 7,047 | 6.79 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 106,154 | 6.59 | 9,671 | 0.59 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 4,523 | 2.59 | 428 | 12.34 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 7,092 | 0.13 | 671 | 13.54 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 565,599 | 17.95 | 51,526 | 23.27 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 93,609 | 11.54 | 9 | 14.29 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 32,818 | 22.99 | 3,033 | 36.88 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 319,398 | 9.03 | 29,097 | 13.95 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,132 | 12.37 | 1,105 | 17.43 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2,571 | 234 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 9 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 13,084 | 0.69 | 1,192 | 5.21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 90,707 | 0.65 | 8,263 | 5.19 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 18,120 | 67.96 | 1,651 | 75.53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 41,618 | 16.65 | 3,791 | 21.94 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 133,101 | 6.61 | 12,126 | 11.41 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 14,757 | 1 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 17,622 | 60.42 | 1,605 | 67.71 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 69,288 | 13.11 | 6,561 | 22.87 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 54,502 | 6.89 | 4,965 | 11.72 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 34,574 | 1.43 | 3,150 | 5.99 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 11,492 | 9,557.14 | 1,047 | 10,360.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1,754 | 160 | ||||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 210,393 | 0.96 | 19,167 | 5.51 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27,495 | 2,562 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 328,454 | 23.66 | 29,922 | 29.24 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2,300 | 210 | |||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 173,419 | 4.57 | 15,798 | 9.29 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 96,848 | 12.51 | 8,823 | 17.58 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 184,186 | 6.60 | 16,779 | 11.41 | ||||
| 2025-08-01 | 13F | Motco | 15,968 | 1,476 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 24,742 | 0.00 | 2,254 | 4.50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,263,726 | 15.93 | 115,125 | 21.16 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2,693,123 | 6.07 | 245,343 | 10.85 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 106 | 10 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 75,412 | 7.70 | 6,870 | 12.55 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 81,569 | 0.03 | 7,431 | 4.54 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 238,555 | 48.02 | 21,732 | 54.70 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 187,050 | 1.97 | 17,040 | 6.57 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 110,078 | 16.22 | 10,028 | 21.46 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 335,159 | 39.86 | 30,533 | 46.17 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 7,597 | 110.44 | 692 | 120.38 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 19,111 | 1,741 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 350 | 32 | ||||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 173,818 | 4.05 | 15,835 | 8.74 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 33,794 | 3,079 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 30,249 | 16.09 | 2,756 | 21.31 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 360,258 | 3.64 | 32,820 | 8.31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,266,680 | 2.31 | 115,395 | 6.93 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 26,681 | 15.59 | 2,431 | 20.78 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,251,063 | 10.91 | 205,072 | 15.91 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 84,918 | 3.68 | 7,736 | 8.36 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 2,255 | 205 | ||||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 2,843 | 0.04 | 259 | 7.50 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 8,147 | 4.41 | 742 | 9.12 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1,221,718 | 20.82 | 111 | 26.14 | ||||
| 2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 55,822 | 7.86 | 4,611 | -9.36 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 37,107 | 33.12 | 3,380 | 39.15 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7,560 | 4.54 | 689 | 9.21 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 3,551 | 7.44 | 324 | 12.15 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 46,331 | 0.83 | 4,221 | 5.37 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 17,410 | 3.05 | 1,586 | 7.74 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 14,143 | 25.82 | 1,288 | 31.56 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 146,123 | 13.27 | 13,312 | 18.37 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 2,557 | 233 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 31,347 | 5.37 | 2,856 | 10.10 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 5,895 | 0.98 | 537 | 5.71 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24,764 | 21.66 | 2,256 | 27.17 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 99,558 | 87.25 | 9,070 | 95.71 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 204,092 | 13.96 | 19,391 | 40.52 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 4,600 | 5.00 | 419 | 9.97 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 4,981 | 20.84 | 454 | 26.18 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 168 | 136.62 | 15 | 150.00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 176,424 | 9.01 | 16,072 | 13.93 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 49,669 | 14.99 | 4,525 | 20.16 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 182,936 | 32.93 | 16,686 | 39.17 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 21,934 | 27.23 | 1,998 | 33.02 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 184,167 | 13.69 | 16,778 | 18.82 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 105,366 | 1.94 | 9,599 | 19.20 | ||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 197,174 | 3.13 | 17,188 | -6.88 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3,190 | 259 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 250,474 | 121.40 | 22,818 | 131.40 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 42 | 4 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 77,027 | 18.05 | 7 | 40.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 23,400 | 15.84 | 2,132 | 21.08 | |||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 186,656 | 13.99 | 17,004 | 19.13 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 2,546 | 232 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 43,632 | 3,975 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 131 | 12 | ||||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 2,223 | 203 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 610,646 | 1.09 | 55,630 | 5.65 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 203,327 | 5.24 | 18,527 | 44.89 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 10,051 | 51.67 | 916 | 58.58 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 5,371 | 22.79 | 489 | 28.35 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 669 | 61 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 7,626 | 87.97 | 695 | 96.60 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2,761,344 | 1.75 | 251,558 | 6.34 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 73,770 | 7.00 | 6,738 | 12.13 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 17,913 | 1.16 | 1,632 | 5.70 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 270,697 | 13.33 | 24,660 | 18.44 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 375,270 | 763.66 | 34,187 | 802.75 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12,989 | 126.33 | 1,183 | 136.60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 27,476 | 5.94 | 2,503 | 10.75 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 22,557 | 13.55 | 2,055 | 18.66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5,471 | 59.50 | 498 | 67.11 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 71,646 | 1.65 | 6,527 | 6.22 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 3,021 | 4.06 | 275 | 8.70 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 371,111 | 5.83 | 33,808 | 10.61 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 75,868 | 1.56 | 6,912 | 6.14 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 21,716 | 7.81 | 1,978 | 12.71 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 64,686 | 2.97 | 5,893 | 7.62 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 66,516 | 0.43 | 6,060 | 4.95 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 915,454 | 5.82 | 83,398 | 10.59 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 25,026 | 121.37 | 2 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 81,268 | 78.63 | 7 | 133.33 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 82,082 | 3.73 | 7,478 | 8.39 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1,931,863 | 30.35 | 175,992 | 36.23 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 30,661 | 88.97 | 2,793 | 97.52 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 215,334 | 15.00 | 19,617 | 20.18 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 97,455 | 30.92 | 8,878 | 36.84 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 76,293 | 47.61 | 6,950 | 54.27 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 150,026 | 0.46 | 13,667 | 4.99 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 208,385 | 9.18 | 18,365 | 3.63 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 49,275 | 10.01 | 4,489 | 14.96 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 101,368 | 4.37 | 9,235 | 9.07 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 357,721 | 11.12 | 32,588 | 16.13 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 342,112 | 2.82 | 31 | 6.90 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 32,647 | 38.82 | 2,974 | 45.07 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 94,342 | 9.60 | 8,595 | 14.54 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 1,816 | 4,440.00 | 165 | 5,400.00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 32,871 | 422.18 | 3 | |||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 2,229 | 203 | ||||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 65,453 | 71.99 | 5,963 | 79.74 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 2,206 | 201 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 32,857 | 18.27 | 2,993 | 23.63 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 15,548 | 17.41 | 1,416 | 22.70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,004,936 | 11.63 | 182,650 | 16.66 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 3,819 | 19.87 | 348 | 25.27 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 150,699 | 624.44 | 13,729 | 657.20 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 67,908 | 39.38 | 6,186 | 45.69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 80,679 | 9.08 | 7,350 | 13.99 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 10,439 | 1.63 | 965 | 7.71 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 5,360 | 32.57 | 488 | 38.64 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 61,122 | 132.27 | 5,568 | 142.83 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 29,581 | 0.17 | 2,695 | 4.66 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2,173 | 207 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 21,874 | 3.39 | 1,993 | 8.03 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1,374 | 125 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 23,757 | 80.31 | 2,164 | 88.50 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4,315 | 48.03 | 393 | 54.72 | ||||
| 2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 100,424 | 6.65 | 9,149 | 11.47 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 218,416 | 14.31 | 20 | 18.75 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 213,402 | 2.18 | 19,441 | 6.78 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 157,019 | 8.37 | 14,306 | 13.26 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 691,765 | 4.21 | 63,020 | 8.91 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 11,814 | 8.98 | 1,030 | -1.63 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 24,307 | 73.41 | 2,214 | 81.33 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 35,611 | 2.45 | 3,244 | 7.10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 607,835 | 5.45 | 55,374 | 10.20 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 42,992 | 9.48 | 3,917 | 14.44 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 105,339 | 3.79 | 9,596 | 8.48 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 19,022 | 178.30 | 1,733 | 191.09 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 42,699 | 3,989 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 66,026 | 18.54 | 6,015 | 23.87 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 117,448 | 7.79 | 10,700 | 12.66 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 2,204 | 201 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 125,983 | 11,970 | ||||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 315,934 | 4.76 | 28,782 | 9.48 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 31,140 | 14.24 | 2,946 | 43.78 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 137,353 | 22.29 | 12,513 | 27.80 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 36,526 | 22.83 | 3,328 | 28.36 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 45,000 | 4,217 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 5,235 | 42.02 | 477 | 48.29 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 26,408 | 6.92 | 2,406 | 11.76 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 15,845 | 12.44 | 1,444 | 17.51 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 60,239 | 0.50 | 5,488 | 5.01 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 455,325 | 7.44 | 41,480 | 12.28 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 104,621 | 3.04 | 9,531 | 7.68 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 47,795 | 2.71 | 4,354 | 7.35 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 7,896 | 4.47 | 719 | 9.27 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2,812 | 0.39 | 256 | 4.92 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 64,346 | 22.90 | 5,862 | 28.45 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 7,943 | 6.98 | 724 | 11.75 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 22 | 2 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 304,829 | 4.39 | 27,770 | 9.09 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 105,308 | 0.06 | 9,594 | 4.57 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 3,616 | 329 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 561,391 | 8.00 | 51,143 | 12.87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1,743 | 0.52 | 159 | 4.64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 94,385 | 25.36 | 8,598 | 31.01 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 168,120 | 9.13 | 15,316 | 14.05 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 121,400 | 3.25 | 11,060 | 7.91 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 758,568 | 2.55 | 69,106 | 7.18 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 122,252 | 2.30 | 11,137 | 6.91 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 5,951 | 0.49 | 542 | 5.04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4,192 | 0.07 | 382 | 4.38 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 27,031 | 5.12 | 2,463 | 9.86 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 20,067 | 1.35 | 1,828 | 5.85 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1,183,354 | 6.65 | 107,804 | 11.46 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 67,729 | 63.54 | 6,170 | 70.91 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 12,224 | 1.67 | 1,114 | 6.20 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 61,693 | 3.19 | 5,620 | 7.85 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 25,620 | 2,334 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 76,409 | 5.15 | 6,961 | 9.88 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 2,562 | 233 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 12,897 | 6.18 | 1,175 | 10.96 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 170,497 | 4.37 | 15,532 | 9.07 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 7,378 | 15.10 | 672 | 20.43 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 31,889 | 21.60 | 2,905 | 27.08 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 261,449 | 14.32 | 23,818 | 19.47 | ||||
| 2025-07-14 | 13F | Friday Financial | 21,960 | 10.57 | 2,001 | 13.31 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 52,093 | 1.69 | 4,746 | 6.27 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 181,390 | 4.75 | 16,525 | 9.47 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 270,863 | 2.70 | 24,676 | 7.32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,883,120 | 11.32 | 444,852 | 16.34 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 56,069 | 16.15 | 5,108 | 21.39 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 60 | -7.69 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 4,027 | 367 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 110,911 | 22.74 | 10,104 | 28.28 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 87,604 | 25.06 | 7,981 | 30.69 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13,758 | 2.31 | 1,253 | 6.91 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 917 | 95.94 | 84 | 107.50 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 3,758 | 3.24 | 342 | 7.89 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 70,668 | 16.69 | 6,692 | 37.36 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 148,360 | 0.23 | 14 | 8.33 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 48,764 | 12.09 | 4,451 | 17.32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 8,722 | 73.06 | 795 | 80.87 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 619,902 | 1.19 | 56,473 | 5.75 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 9,752 | 888 | ||||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 33,949 | 16.40 | 3,093 | 21.64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 218,052 | 4.66 | 19,865 | 9.39 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 35,715 | 49.69 | 3,254 | 56.47 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 4,241 | 386 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 | 0 | ||||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 74,157 | 1.73 | 7 | 0.00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11,954 | 2.12 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 68,184 | 0.76 | 6,212 | 5.31 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 162,651 | 0.38 | 14,817 | 4.97 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 115,462 | 13.32 | 10,519 | 18.50 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 96,105 | 7.69 | 9 | 28.57 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 370,722 | 37.93 | 33,773 | 44.15 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 497 | 1,029.55 | 45 | 1,400.00 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 233,946 | 4.58 | 21,312 | 20.63 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 51,034 | 10.30 | 4,649 | 15.27 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 37,356 | 29.51 | 3,403 | 35.36 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 82,426 | 24.66 | 7,509 | 30.28 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 11,770 | 239.00 | 1,072 | 254.97 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 31 | 3 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 9,473 | 1.99 | 863 | 6.55 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 846 | 41.95 | 77 | 50.98 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 221,773 | 1.91 | 19,332 | -7.97 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 50,013 | 597.63 | 4,556 | 630.13 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 210,230 | 1.55 | 19,152 | 6.13 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 607,046 | 503.45 | 55,302 | 530.71 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 87,356 | 23.06 | 7,958 | 28.62 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 297,432 | 206.88 | 27,096 | 220.74 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 24,943 | 5.66 | 2,272 | 10.45 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 283,850 | 5.18 | 25,859 | 9.92 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 8,241 | 0.38 | 751 | 4.90 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 67,013 | 4.08 | 6,105 | 8.77 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 55,893 | 8.63 | 5,092 | 13.51 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 10,911 | 994 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 246 | 0.41 | 22 | 4.76 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 730,259 | 3.48 | 66,527 | 8.14 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 21,695 | 18.20 | 1,976 | 23.50 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 3,355 | 306 | ||||||
| 2025-05-12 | 13F | Ccm Investment Group, Llc | 1,011,401 | 1.39 | 88,113 | -8.14 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 18,082 | 4.60 | 1,647 | 9.36 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 2,413 | 221 | ||||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 41,864 | 4.42 | 3,814 | 9.13 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 145,052 | 21.40 | 13,214 | 26.87 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2,748 | 250 | ||||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 10,945 | 997 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 45,548 | 0.69 | 4,340 | 18.84 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,943 | 107.36 | 541 | 117.27 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 22 | 0 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 18,154 | 6.59 | 1,654 | 11.39 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 31,036 | 9,136.90 | 2,827 | 3.33 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 329,958 | 12.45 | 30,059 | 17.52 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 939,279 | 7.94 | 85,568 | 12.81 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 6,382 | 0.02 | 581 | 4.50 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 6,799 | 0.89 | 619 | 5.45 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 7,825 | 29.17 | 713 | 34.85 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 79,737 | 15.39 | 7,170 | 18.81 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 14,258 | 26.49 | 1,299 | 32.28 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3,624 | 2.00 | 330 | 6.80 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 4,732 | 8.81 | 431 | 13.72 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 177 | 16 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 247,112 | 17.01 | 22,512 | 22.29 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 475,392 | 43,308 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 20,153 | 30.98 | 1,836 | 36.84 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11,165 | 12.29 | 1,017 | 17.44 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 132,483 | 23.80 | 12,069 | 29.38 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 207,636 | 0.68 | 18,916 | 5.22 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 33,968 | 12.86 | 3,094 | 17.96 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 131,269 | 5.30 | 11,959 | 10.04 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 34,643 | 33.77 | 3,156 | 39.79 | ||||
| 2025-06-27 | NP | AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,134 | 0.26 | 2,407 | -15.76 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15,199 | 62.64 | 1,385 | 53.44 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 55,513 | 56.96 | 5,057 | 64.03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 292,534 | 44.84 | 27 | 52.94 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 13,430 | 1,223 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 192,094 | 1.99 | 18 | 6.25 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 635,751 | 8.91 | 57,917 | 13.82 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 25,079 | 0.63 | 2,285 | 5.16 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3,873 | 353 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 5,908,604 | 3.89 | 538,274 | 8.58 | ||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 153,834 | 1.17 | 14,014 | 5.73 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 57,367 | 0.02 | 5,226 | 4.54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 341,371 | 38.45 | 31,099 | 44.69 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 99,718 | 5.77 | 9,084 | 10.54 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13,453 | 8.36 | 1,226 | 13.22 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 672 | 144.36 | 61 | 165.22 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 133,663 | 14.12 | 12,177 | 19.26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 71,685 | 10.67 | 6,821 | 27.31 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 26,804 | 3.32 | 2,547 | 12.61 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 87,300 | 8.98 | 7,953 | 13.91 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 46,651 | 54.72 | 4 | 100.00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 18,324 | 5.25 | 1,669 | 10.02 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5,007 | 456 | ||||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 35,872 | 78.69 | 3,268 | 86.79 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 19,476 | 1,774 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 49,774 | 5.09 | 4,534 | 9.84 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 105,303 | 13.70 | 9,593 | 18.37 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,361 | 6.47 | 488 | 11.42 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 6,760 | 12.11 | 616 | 17.14 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 91,468 | 3.32 | 8,333 | 7.98 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 99,022 | 8.12 | 9,024 | 13.00 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 14,754 | 29.19 | 1,344 | 35.08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22,872 | 814.88 | 2,084 | 859.91 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 240,820 | 93.40 | 21,939 | 102.12 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 57,625 | 5,250 | ||||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 123,331 | 16.14 | 11,235 | 21.37 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,674 | 712.62 | 0 | |||||
| 2025-06-27 | NP | AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 136,266 | 0.54 | 11,257 | -15.52 | ||||
| 2025-07-30 | NP | CCMG - CCM Global Equity ETF | 1,129,106 | 12.06 | 99,508 | 6.37 | ||||
| 2025-08-08 | 13F | Creative Planning | 14,595,072 | 29.84 | 1,329,611 | 35.70 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 81,890 | 8.94 | 7,460 | 13.86 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2,526 | 230 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 3,906 | 4.05 | 356 | 8.56 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3,799 | 0.48 | 346 | 5.17 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 61,621 | 23.69 | 5,614 | 29.27 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 26,892 | 4.88 | 2,450 | 9.57 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 12,208 | 0.84 | 1,112 | 5.40 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 23,645 | 509.88 | 2,154 | 539.17 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 82,111 | 29.72 | 7,480 | 35.58 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 15,072 | 11.93 | 1,373 | 17.05 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 175 | 16 | ||||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 38,195 | 25.02 | 3,480 | 30.64 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 178,109 | 25.85 | 16,225 | 31.51 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 171,910 | 1.77 | 15,661 | 6.35 |
