Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF meliputi Coldstream Capital Management Inc, Maseco Llp, Kingstone Capital Partners Texas, LLC, Sculati Wealth Management, LLC, Fundamentun, Llc, Sentinel Wealth Management, Inc., Summit Wealth Group Llc / Co, JDH Wealth Management, LLC, Grunden Financial Advisory, Inc., rebel Financial LLC, Sei Investments Co, Cascade Wealth Advisors, Inc, Northern Trust Corp, M Holdings Securities, Inc., Rsm Us Wealth Management Llc, Midwest Trust Co, HMV Wealth Advisors, LLC, Partners in Financial Planning, Delap Wealth Advisory, Llc, dan Merit Financial Group, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | L & S Advisors Inc | 36,230 | 6.84 | 1,049 | 19.50 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 624 | 18 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 290 | 8 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1,764,427 | 10.37 | 51,080 | 23.42 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 59 | 2 | ||||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 54,057 | 8.90 | 1,400 | 11.12 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9,471 | 0.79 | 274 | 12.76 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 55,527 | 5.72 | 1,653 | 21.99 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 71,011 | 2,056 | ||||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1,085,740 | 0.77 | 28,110 | 2.83 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 256,073 | 1.86 | 7,413 | 13.91 | ||||
| 2025-07-31 | 13F | City State Bank | 80,847 | 5.80 | 2,341 | 18.30 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 223,717 | 0.67 | 6,477 | 12.57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,928 | 44.23 | 349 | 62.62 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 562,899 | 10.13 | 16,296 | 23.14 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 17,789 | 11.15 | 515 | 24.15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 77,936 | 17.69 | 2,256 | 31.62 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 82,994 | 0.24 | 2,403 | 12.09 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 236,199 | 169.01 | 6,838 | 200.79 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51,113 | 104.80 | 1,480 | 128.95 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 1,714,470 | 3.93 | 49,634 | 16.21 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 22,521 | 0.74 | 652 | 12.63 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 31,393 | 13.84 | 909 | 27.35 | ||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 62,041 | 2 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 26,195 | 2.19 | 758 | 14.33 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 414,322 | 11.96 | 10,719 | 17.16 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 7,567 | 219 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 43,885 | 0.57 | 1,270 | 12.49 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 679,475 | 1.79 | 19,671 | 13.82 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 115,276 | 2.00 | 3,337 | 14.05 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 32,559 | 12.39 | 943 | 25.60 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 374,162 | 4.53 | 11,075 | 19.28 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 444,832 | 23.72 | 12,878 | 38.34 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 258,097 | 29.43 | 7,472 | 44.73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 137,371 | 23.38 | 3,977 | 37.96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,659,408 | 8.83 | 48,040 | 21.69 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 185,711 | 3.25 | 5,376 | 15.46 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 13 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,332,326 | 1.58 | 67,521 | 13.59 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 235,229 | 2.46 | 6,810 | 14.57 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 155,398 | 0.54 | 4,499 | 12.42 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5,495 | 159 | ||||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 96,981 | 2,808 | ||||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 16,724 | 2.10 | 484 | 14.15 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 75,545 | 8.32 | 2,187 | 21.16 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,506,344 | 115.88 | 43,609 | 141.41 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,107,843 | 24.40 | 32,072 | 39.11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 15,493 | 20.43 | 449 | 34.53 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 58,844 | 0.03 | 1,704 | 11.82 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 368,560 | 0.34 | 10,670 | 12.20 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 354,296 | 0.07 | 10,257 | 11.90 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1,132,988 | 32,789 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 817,775 | 0.43 | 23,675 | 12.30 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15,927 | 0.01 | 461 | 11.89 | ||||
| 2025-06-03 | 13F | Invst, LLC | 19,770 | 25.36 | 512 | 27.75 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 77,079 | 11.09 | 2,231 | 24.22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 745,829 | 143.67 | 21,592 | 172.48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 962 | 151.17 | 28 | 200.00 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 78,339 | 4.53 | 2,268 | 16.86 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 10,944 | 317 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 68,293 | 15.19 | 1,977 | 28.88 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 11,863 | 22.87 | 343 | 37.75 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,305,684 | 0.41 | 37,800 | 12.28 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,051,180 | 28.20 | 30,432 | 43.35 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 676,466 | 49.84 | 19,584 | 67.55 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 70,025 | 12.48 | 2,027 | 25.82 | ||||
| 2025-08-01 | 13F | Motco | 3,544 | 104 | ||||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 47,787 | 3.69 | 1,383 | 15.93 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 151,097 | 5.25 | 4,374 | 17.71 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2,079,940 | 7.79 | 60,214 | 20.53 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 217,753 | 0.93 | 6,304 | 12.86 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 87,525 | 28.12 | 2,534 | 43.27 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 19,961 | 44.24 | 578 | 61.17 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 231,124 | 127.48 | 6,691 | 154.41 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 131,790 | 55.73 | 3,815 | 74.20 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 21,303 | 617 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 21,326 | 2.21 | 617 | 14.26 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,093 | 38.88 | 32 | 55.00 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 12,648 | 3.91 | 366 | 16.19 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 36,981 | 3.91 | 1,071 | 16.18 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 27,183 | 192.38 | 787 | 227.50 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 289,467 | 6.89 | 8,380 | 19.53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 430,492 | 4.92 | 12,462 | 17.31 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 727,083 | 0.13 | 21,049 | 11.97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,294 | 6.40 | 356 | 18.73 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 136,277 | 82.01 | 3,945 | 103.56 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 153,118 | 35.76 | 4,433 | 51.78 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 162,232 | 3.20 | 4,697 | 15.41 | ||||
| 2025-07-29 | 13F | Schubert & Co | 8,414 | 0.01 | 244 | 11.98 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1,114,524 | 3.23 | 32,265 | 15.43 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 699,313 | 3.39 | 20,245 | 15.80 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 116,272 | 80.44 | 3,366 | 101.80 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 506,033 | 80.46 | 14,650 | 101.78 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 772,818 | 10.24 | 22 | 22.22 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 8,166 | 24.35 | 236 | 38.82 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 23,793 | 52.06 | 689 | 69.88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 21,007 | 33.10 | 608 | 49.02 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 236,097 | 7.00 | 6,835 | 19.66 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 16,109 | 41.69 | 466 | 58.50 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 114,703 | 10.20 | 3,308 | 30.24 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,871,896 | 25.08 | 54,191 | 39.86 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 463,229 | 1.66 | 13,410 | 13.67 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9,608 | 52.44 | 278 | 70.55 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 606,068 | 0.73 | 18 | 13.33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 926,209 | 8.42 | 26,814 | 21.23 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 12,129,964 | 13.91 | 351,162 | 27.37 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 6,019 | 1.24 | 174 | 13.73 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30,522 | 22.36 | 884 | 36.90 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 4,159 | 14.70 | 120 | 29.03 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1,509,084 | 10.43 | 43,688 | 23.48 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 93,855 | 11.01 | 2,717 | 24.18 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 712,989 | 32.15 | 20,641 | 47.77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 79,664 | 2.01 | 2,306 | 14.10 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 3,777,597 | 0.35 | 109,361 | 12.21 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 564,701 | 0.84 | 16,348 | 12.76 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 227,154 | 7.45 | 6,576 | 20.15 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 11,476 | 0.76 | 332 | 12.93 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 12 | -15.38 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 60,262 | 1,745 | ||||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 62,651 | 6.45 | 1,622 | 8.64 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37,489 | 3.52 | 1,124 | 16.86 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 76,067 | 2.83 | 2,202 | 14.99 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 21,504 | 13.93 | 623 | 27.46 | ||||
| 2025-08-14 | 13F | Seven Mile Advisory | 170,053 | 8.28 | 4,923 | 21.08 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26,201 | 3.52 | 759 | 15.73 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 71,750 | 24.82 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 13,150 | 8.69 | 381 | 21.41 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 144,115 | 0.56 | 4,172 | 12.45 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 222,257 | 1.94 | 6,434 | 14.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 316,464 | 11.64 | 9,162 | 24.84 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 8,276 | 291.30 | 240 | 342.59 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 178,036 | 1.64 | 5,154 | 13.65 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 93,258 | 80.46 | 2,700 | 101.79 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 577 | 17 | ||||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 28,795 | 14.44 | 834 | 27.96 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 29,757 | 14.13 | 861 | 27.56 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 62,983 | 10.45 | 1,823 | 23.51 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 30,090 | 84.64 | 871 | 106.89 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 10,185 | 295 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7,318 | 212 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 25,347 | 5.11 | 734 | 17.47 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17,918 | 33.32 | 519 | 49.28 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3,613,675 | 0.20 | 104,616 | 12.05 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18,128 | 0.21 | 525 | 11.97 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 82,941 | 0.67 | 2,401 | 12.62 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 14,371 | 15.47 | 416 | 29.19 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 698,320 | 3.29 | 20,216 | 15.51 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 796,983 | 23,073 | ||||||
| 2025-08-04 | 13F | McMill Wealth Management | 217,880 | 0.55 | 6,296 | 12.21 | ||||
| 2025-08-05 | 13F | Burney Co/ | 28,844 | 228.67 | 835 | 267.84 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 686,092 | 2.85 | 19,862 | 15.01 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 34,405 | 62.46 | 996 | 81.75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 20,193 | 136.73 | 1 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 74,096 | 23.12 | 2,145 | 37.94 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 175 | 5 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 506,684 | 78.28 | 14,669 | 99.35 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 23,486 | 680 | ||||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 274,713 | 9.01 | 7,953 | 21.89 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 20,864 | 15.38 | 604 | 29.06 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12,200 | 353 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 476,585 | 1.07 | 13,797 | 13.02 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 27,650 | 138.75 | 800 | 167.56 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 34,234 | 291.47 | 991 | 338.50 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 2,561,130 | 74,145 | ||||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 59,331 | 0.78 | 1,718 | 12.66 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 8,870 | 3.91 | 257 | 16.36 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 81 | 2 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 327,854 | 0.16 | 9,491 | 12.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1,183 | 4,829.17 | 34 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 578,272 | 8.49 | 16,741 | 21.31 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 982,286 | 3.03 | 28,437 | 15.21 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 429,356 | 13.39 | 12,430 | 26.79 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,793,035 | 21.70 | 51,909 | 36.08 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 18,625 | 25.99 | 539 | 41.10 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 25,509 | 0.14 | 738 | 11.99 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 266,563 | 25.01 | 7,736 | 40.13 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 194,522 | 69.88 | 5,631 | 89.98 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 225,808 | 6.11 | 5,846 | 8.30 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 45,188 | 1.61 | 1,308 | 13.64 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 521 | 0 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 56,577 | 10.05 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 467,152 | 17.08 | 13,524 | 30.92 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 181,273 | 1.71 | 5,248 | 13.72 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 106,812 | 3.01 | 3,092 | 15.20 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5,074,985 | 7.31 | 146,921 | 19.99 | ||||
| 2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 391,008 | 1.82 | 11,320 | 13.85 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 54,835 | 283.73 | 1,587 | 330.08 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 13,875 | 0.95 | 402 | 12.96 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1,412 | 41 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 37,664 | 5.37 | 1,090 | 17.84 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 999,184 | 1.20 | 28,926 | 13.16 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 408,224 | 2.00 | 11,818 | 14.06 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 231,239 | 11.68 | 7 | 20.00 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 74,997 | 0.15 | 2,171 | 12.20 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 76,157 | 3.07 | 2,205 | 15.27 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9,793 | 284 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 438,329 | 13 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 69,341 | 48.85 | 2,007 | 66.42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 109,184 | 13.18 | 3,161 | 26.55 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 60,016 | 140.17 | 1,737 | 168.89 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 13,377 | 7.82 | 387 | 20.56 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 216,573 | 3.46 | 6,270 | 15.69 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 601,614 | 4.76 | 17,345 | 16.65 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,241,762 | 2.41 | 36,359 | 15.82 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 151,054 | 8.76 | 4,373 | 21.64 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8,195 | 237 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 8,486 | 246 | ||||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 1,058 | 0 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 106,932 | 9.72 | 3,096 | 22.67 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 318,236 | 4.89 | 9,213 | 17.28 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 632,947 | 6.39 | 18,368 | 28.05 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 84,471 | 9.08 | 2,445 | 22.01 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 156,995 | 12.76 | 4,545 | 26.11 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 24,992 | 1.40 | 724 | 13.32 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 963,671 | 34.69 | 27,897 | 50.59 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 15,965 | 462 | ||||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 39,920 | 6.96 | 1,156 | 19.57 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 29,940 | 26.89 | 867 | 41.97 | ||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 71,408 | 415.77 | 2,067 | 477.37 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 21,492 | 1 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 526,905 | 8.66 | 15,254 | 21.50 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 11,390 | 339 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 19,864 | 12.91 | 575 | 26.37 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 74,564 | 10.13 | 2,159 | 23.17 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 321,410 | 11.55 | 9,305 | 24.74 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 650,034 | 0.05 | 18,818 | 11.88 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 79,174 | 0.25 | 2,292 | 12.13 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 335,772 | 7.61 | 9,721 | 20.33 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 26,378 | 764 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 24,721 | 735 | ||||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 7,145 | 207 | ||||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 101,781 | 0.43 | 2,947 | 12.31 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 68,597 | 10.25 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 79,005 | 29.62 | 2,287 | 44.93 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 4,640 | 53.34 | 134 | 71.79 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 133,166 | 0.24 | 3,855 | 12.10 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 173,904 | 18.90 | 5,035 | 32.96 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 398,186 | 15.49 | 11,527 | 29.14 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 7,902 | 229 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 111,944 | 33.55 | 3,241 | 49.31 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4,026 | 104 | ||||||
| 2025-08-04 | 13F | Partners in Financial Planning | 14,549 | 421 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2,225 | 0.14 | 64 | 12.28 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 189,931 | 5.11 | 5,499 | 17.53 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 43,218 | 1,251 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 67,440 | 5.11 | 1,952 | 17.52 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 0 | 0 | ||||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 18,765 | 85.00 | 486 | 88.72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 374,342 | 1.38 | 10,837 | 13.37 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 276 | 8 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 129 | 0.78 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 51,097 | 1,479 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 187,127 | 1.59 | 5,397 | 12.51 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 143,878 | 12.07 | 4,165 | 25.34 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 110,880 | 3 | ||||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 22,827 | 29.65 | 661 | 45.05 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 669,377 | 0.34 | 19,378 | 12.20 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,518 | 0 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 12,892 | 0.77 | 373 | 12.69 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 181,127 | 4.42 | 5,244 | 16.77 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 164,468 | 4,761 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 47,841 | 0.49 | 1,385 | 12.34 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 19,853 | 33.11 | 575 | 48.70 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 44,810 | 42.19 | 1,297 | 59.14 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 135,374 | 1.78 | 3,919 | 13.83 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 427,571 | 0.91 | 12 | 20.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 218 | 0 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 216,573 | 3.46 | 6,270 | 15.69 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 50,757 | 17.20 | 1,469 | 31.04 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 2,519,591 | 2.30 | 65,484 | 4.80 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 116,713 | 6.00 | 3,379 | 18.53 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 566 | 16 | ||||||
| 2025-08-04 | 13F | Syverson Strege & Co | 65,034 | 0.47 | 1,883 | 12.36 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 110,511 | 4.99 | 3,199 | 17.39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 218 | 6 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 292,656 | 7.38 | 8,472 | 20.09 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 | 100.00 | 6 | 150.00 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 72,019 | 19.99 | 2,085 | 34.19 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 14,181 | 411 | ||||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 53,533 | 1.32 | 1,550 | 13.31 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 16,043 | 0.02 | 0 | |||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 66,125 | 1.80 | 1,914 | 13.86 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 176,830 | 5,181 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 413 | 12 | ||||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 14,966 | 0.67 | 433 | 12.76 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 454,237 | 40.83 | 13,150 | 57.49 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 73,166 | 0.59 | 2,118 | 12.48 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 125,397 | 0.00 | 3,630 | 11.83 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21,486 | 622 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 9,609 | 0.59 | 278 | 12.55 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,281 | 0.47 | 37 | 15.63 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7,185 | 208 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 39,072 | 7.43 | 1 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 39,490 | 25.23 | 1,143 | 40.07 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 11,557 | 1.37 | 344 | 16.61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 310,200 | 96.56 | 8,980 | 119.83 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 153,806 | 8.85 | 4,453 | 21.71 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 96,748 | 1.42 | 2,801 | 13.41 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 283,313 | 0.37 | 8,202 | 12.22 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 974 | 314.47 | 28 | 366.67 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 7,501 | 217 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 753 | 22 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7,462 | 216 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 12,182 | 1.31 | 353 | 13.18 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 754,682 | 1.93 | 21,848 | 13.98 | ||||
| 2025-08-07 | 13F | PFG Advisors | 153,264 | 6.67 | 4,437 | 19.28 | ||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 665,118 | 5.28 | 19 | 18.75 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 9,284 | 18.30 | 269 | 32.02 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 601,025 | 2.86 | 17,400 | 15.01 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 247,753 | 10.36 | 7,172 | 23.40 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 346,996 | 3.39 | 10,046 | 15.61 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 9,171 | 6.61 | 266 | 19.37 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 131,563 | 10.55 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 463,274 | 0.36 | 13,412 | 12.22 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 177,328 | 53,963.41 | 5,134 | 5.38 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 48 | 1 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 215,910 | 4.09 | 6,251 | 16.39 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46,835 | 4.22 | 1,356 | 16.51 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 396,590 | 6.21 | 11,481 | 18.76 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 16,300 | 0.17 | 472 | 11.88 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 146,271 | 27.57 | 4,235 | 42.65 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 175,065 | 0.19 | 5,068 | 12.05 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 8,276 | 240 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 12,901 | 19.89 | 0 | |||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 39,429 | 0.08 | 1,141 | 11.86 | ||||
| 2025-07-09 | 13F | Emprise Bank | 97,414 | 1,052.83 | 2,820 | 1,193.58 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 411,212 | 5.94 | 11,905 | 20.89 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 408 | 12 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 29,762 | 862 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20,288 | 29.69 | 587 | 44.94 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,690 | 26.12 | 49 | 41.18 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 654 | 17.20 | 19 | 28.57 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 93,111 | 1.48 | 2,696 | 13.47 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 238,923 | 3.81 | 6,917 | 16.08 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7,487 | 142.93 | 217 | 173.42 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 86,976 | 18.68 | 2,519 | 32.79 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 15,134 | 25.32 | 438 | 40.38 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 483,005 | 3.13 | 13,983 | 15.32 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 104,040 | 26.81 | 3,012 | 41.76 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 734,397 | 4.00 | 21,261 | 16.30 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 10,848 | 2.02 | 314 | 14.18 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 52,418 | 0.78 | 1,518 | 12.70 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 12,170 | 6.67 | 352 | 19.32 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 2 | 0 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 403,358 | 6.76 | 11,677 | 20.88 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 181,232 | 14.66 | 5,247 | 28.20 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8,473 | 5.36 | 245 | 17.79 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 265,962 | 11.31 | 7,700 | 24.46 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 569,117 | 3.11 | 16,476 | 15.29 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 1,590 | 46 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 681,032 | 60.70 | 19,907 | 81.43 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 2,610,903 | 0.51 | 75,586 | 12.39 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 88,057 | 3.06 | 2,549 | 15.24 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 188,322 | 4.09 | 5,452 | 16.37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 50,071 | 8.27 | 1,450 | 21.05 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 73,471 | 19.29 | 2,127 | 33.38 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 322,097 | 193.35 | 9,327 | 228.30 |
