Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional U.S. Small Cap ETF meliputi Midwest Trust Co, Premier Financial Group, Washington Trust Bank, Maseco Llp, Sentinel Wealth Management, Inc., Conservest Capital Advisors, Inc., B&D White Capital Company, LLC, Abacus Planning Group, Inc., Atlantic Union Bankshares Corp, Wealth Management Partners, LLC, Concord Asset Management, LLC/VA, Summit Wealth Group Llc / Co, We Are One Seven, LLC, Linscomb & Williams, Inc., Opus Capital Group, LLC, Semitam Bonam Llc, Cambridge Capital Management, Llc, First American Trust, Fsb, Tableaux Llc, dan Legacy Capital Wealth Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 187,161 | 5.63 | 11,924 | 12.64 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1,183,712 | 2.16 | 75,414 | 8.93 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 11,002 | 701 | ||||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 320,429 | 6.59 | 20,415 | 13.66 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 9,950 | 634 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6,393 | 0.84 | 407 | 7.67 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 13,065 | 0.01 | 832 | 6.67 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 5,689 | 3.21 | 362 | 10.03 | ||||
| 2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 171,936 | 1.97 | 10,954 | 8.72 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,710 | 92.13 | 103 | 85.45 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 57,214 | 2.70 | 3,645 | 9.53 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4,831 | 7.64 | 308 | 14.55 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 408,772 | 17.00 | 26,035 | 24.72 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 70,606 | 13.51 | 4,498 | 21.04 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 6,643 | 0.08 | 423 | 6.82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 147 | 9 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 222,993 | 14 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 66,399 | 29.89 | 4,230 | 38.51 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 35,438 | 2,303 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 24,052 | 6.58 | 1,532 | 13.65 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 235,100 | 3.83 | 14,978 | 10.72 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 5,452 | 347 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 4,026 | 2.08 | 241 | -6.25 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8,093 | 1.09 | 516 | 7.74 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 66,210 | 6.33 | 4,302 | 15.12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 549,865 | 15.60 | 35,032 | 23.26 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 13,323 | 849 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 136,889 | 7.57 | 8,721 | 14.70 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 11,386 | 12.49 | 725 | 20.03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 229,817 | 8.12 | 14,642 | 15.28 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8,093 | 4.56 | 516 | 11.47 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 22,444 | 25.36 | 1,430 | 22.66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72,024 | 11.17 | 4,589 | 18.55 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 47,885 | 9.11 | 3,051 | 16.32 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 62 | 933.33 | 4 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 46,021 | 45.61 | 2,932 | 55.30 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 92,390 | 175.12 | 5,886 | 193.42 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 788,381 | 4.98 | 47,106 | -3.62 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2,595 | 42.27 | 165 | 52.78 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 3,682 | 0.08 | 235 | 6.85 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 11,095 | 0.01 | 707 | 6.65 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 227,424 | 1.40 | 14,489 | 8.13 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 3,711 | 0.08 | 222 | -8.68 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 42,236 | 17.88 | 2,691 | 25.70 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35,368 | 199.75 | 2,253 | 220.03 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 164 | 0.61 | 10 | 11.11 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 97,661 | 155.63 | 6,222 | 172.61 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 9,259 | 9.42 | 590 | 16.63 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 335,322 | 10.20 | 21,363 | 17.50 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 23,686 | 55.05 | 1,509 | 65.46 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 22,331 | 139.32 | 1,423 | 155.30 | ||||
| 2025-08-12 | 13F | Ade, Llc | 13,792 | 259.35 | 879 | 283.41 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 301,708 | 1.88 | 19,222 | 8.62 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11,540 | 32.46 | 735 | 29.86 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 45,308 | 3.60 | 2,887 | 10.45 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 9,474 | 1.57 | 566 | -6.75 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 234,180 | 7.88 | 14,920 | 15.04 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 731 | 0.27 | 47 | 6.98 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 576,109 | 28.36 | 36,704 | 36.87 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2,788,890 | 4.89 | 177,680 | 11.84 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3,511 | 797.95 | 224 | 792.00 | ||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 44,431 | 6.47 | 2,831 | 13.52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 716,514 | 12.22 | 45,649 | 19.66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 45,845 | 8.24 | 2,921 | 15.42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 621,980 | 2.57 | 41,393 | 15.46 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 22,130 | 1.14 | 1,410 | 7.80 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 123,152 | 2.18 | 8,057 | 11.89 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 44,696 | 11.08 | 2,848 | 18.43 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 355 | 23 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 230 | 0.44 | 15 | 7.69 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 73,937 | 21.85 | 4,804 | 38.88 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,252 | 26.10 | 1,099 | 34.68 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 22,524 | 5.48 | 1,435 | 12.55 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 3,939 | 23.29 | 251 | 31.58 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 3,708 | 236 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 133,095 | 14.30 | 8,479 | 21.88 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 46,608 | 62.66 | 2,969 | 73.42 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 18,443 | 0.22 | 1,175 | 6.92 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10,045 | 2.10 | 640 | 8.86 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 165,649 | 21.21 | 10,554 | 29.25 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 31,839 | 24.65 | 2,028 | 32.90 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 42,567 | 173.13 | 2,798 | 200.43 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 51,571 | 3,286 | ||||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 47,356 | 13.06 | 3,017 | 20.58 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 64,106 | 2.45 | 4,084 | 9.26 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 35,139 | 0.84 | 2,239 | 7.54 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 10,514 | 31.23 | 670 | 39.96 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 50,687 | 42.03 | 3,229 | 51.45 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 274,017 | 6.07 | 17,458 | 13.10 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13,378 | 26.78 | 852 | 35.24 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 118,798 | 6.68 | 7,569 | 13.75 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 487,757 | 18.77 | 31,075 | 26.65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 126,142 | 7.40 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 965,027 | 15.15 | 61,482 | 22.78 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 162,737 | 10,368 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3,171 | 202 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 23,734 | 89.45 | 1,501 | 100.94 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 479,459 | 3.75 | 30,546 | 10.62 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 157,722 | 22.85 | 10 | 42.86 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 13,195 | 5.53 | 841 | 12.45 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 67,898 | 0.86 | 4,393 | 9.22 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 156,649 | 7.92 | 9,980 | 15.08 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,216,760 | 15.66 | 396,070 | 23.32 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 272,196 | 2.14 | 17,342 | 8.91 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 43,144 | 0.79 | 2,749 | 7.47 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 6,803 | 0.22 | 406 | -7.94 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 407,632 | 4.68 | 26,851 | 15.40 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 69,605 | 8.50 | 4,435 | 15.68 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 404,277 | 7.90 | 25,757 | 15.05 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 13,795 | 28.50 | 879 | 36.97 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 22,698 | 15.61 | 1,446 | 23.27 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2,395 | 153 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 3,548 | 226 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 170,511 | 406.61 | 10,863 | 440.18 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1,219,558 | 6.01 | 77,698 | 13.03 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 18,647 | 8.31 | 1,188 | 15.47 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 71,035 | 4.94 | 4,526 | 11.89 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 146,317 | 2.78 | 9,322 | 9.58 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 208,988 | 6.63 | 13,315 | 13.69 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 656,567 | 18.45 | 40,569 | 22.49 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 28,247 | 32.57 | 1,800 | 41.32 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 65,740 | 5.94 | 4,188 | 12.98 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21,957 | 6.34 | 1,399 | 13.38 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 311,802 | 4.09 | 19,865 | 10.99 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 89,735 | 19.23 | 5,717 | 27.16 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23,996 | 1,529 | ||||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 117,629 | 2.14 | 7,494 | 8.91 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 7,569 | 0.50 | 482 | 7.35 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 38,988 | 11.79 | 2,484 | 19.20 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 161,238 | 0.36 | 10,545 | 13.47 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 145,124 | 10.95 | 9,246 | 18.30 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 337,442 | 19.62 | 21,498 | 27.55 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 5,645 | 7.10 | 360 | 14.33 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 39,160 | 0.46 | 2,521 | 11.01 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 118,296 | 3.69 | 7,687 | 12.25 | ||||
| 2025-08-14 | 13F | Comerica Bank | 398,094 | 1.95 | 25,363 | 8.71 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1,756 | 0.29 | 112 | 6.73 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 590,445 | 19.72 | 37,617 | 27.65 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 5,664 | 361 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44,339 | 5.16 | 2,825 | 12.11 | ||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 90,651 | 5,775 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 400,455 | 176.36 | 25,513 | 194.70 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4,259 | 271 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 82,636 | 90.75 | 5,265 | 103.40 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 17,209 | 14.14 | 1,096 | 21.78 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 8,786 | 0.27 | 560 | 6.88 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 99,811 | 5.56 | 6,359 | 12.55 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 24,235 | 18.98 | 1,544 | 26.87 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 34,981 | 24.81 | 2,229 | 33.09 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 46,687 | 3.07 | 2,974 | 9.90 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 47,859 | 4.35 | 3,086 | 154,150.00 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5,742 | 4.31 | 366 | 11.28 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 83,227 | 3.13 | 5,302 | 9.98 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 579,714 | 1.62 | 36,934 | 8.36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,742 | 3.60 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 728 | 0 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 57,164 | 4.72 | 3,642 | 11.65 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 26,192 | 2.56 | 1,669 | 9.38 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 187,123 | 327.63 | 11,922 | 356.04 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 394,009 | 0.83 | 25,102 | 7.51 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,791 | 0.01 | 624 | 6.50 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 199,638 | 2.73 | 12,719 | 9.53 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 45,811 | 4.10 | 2,919 | 10.99 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 25,989 | 32.06 | 1,656 | 40.85 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 182,217 | 11.30 | 12 | 22.22 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 274,361 | 7.16 | 17,480 | 14.26 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 39,665 | 80.33 | 2,527 | 92.31 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 313 | 20 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19,732 | 2.01 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 72,726 | 3.45 | 4,633 | 10.31 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2,563 | 0.04 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 110,008 | 131.08 | 7,009 | 146.41 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 118,991 | 0.32 | 7,581 | 6.97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 261,819 | 18.29 | 17 | 23.08 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 50,849 | 0.99 | 3,240 | -1.13 | ||||
| 2025-08-11 | 13F | Cladis Investment Advisory, LLC | 9,159 | 0.01 | 584 | 6.58 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 60,192 | 13.79 | 3,835 | 21.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 20,228,460 | 20.26 | 1,288,755 | 28.23 | ||||
| 2025-08-13 | 13F | ESG Planning | 72,939 | 0.05 | 4,647 | 6.68 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1,333 | 556.65 | 85 | 600.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 8,652 | 1.82 | 551 | 8.68 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 19,399 | 4.12 | 1,236 | 10.96 | ||||
| 2025-07-16 | 13F | Kooman & Associates | 90,651 | 2.59 | 5,775 | 9.40 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1,873,337 | 119,350 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 89,836 | 11.20 | 5,723 | 18.56 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3,984 | 0.18 | 254 | 6.75 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 267,362 | 3.23 | 17,034 | 10.07 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10,483 | 16.71 | 668 | 24.44 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 20,505 | 17.53 | 1,306 | 25.34 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 67,300 | 9.33 | 4,288 | 16.56 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14,020 | 0.27 | 921 | 18.38 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 101 | 6 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 232,178 | 12.21 | 14,792 | 19.66 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3,878 | 247 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,465,735 | 0.76 | 157,092 | 7.44 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 10,642 | 43.66 | 678 | 53.17 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 100,271 | 0.53 | 6,388 | 7.20 | ||||
| 2025-08-14 | 13F | Betterment LLC | 9,781 | 6.15 | 1 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 730,447 | 3.70 | 46,537 | 10.57 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 112,987 | 25.28 | 7,198 | 33.59 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5,603 | 359 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 12,252 | 1.45 | 781 | 8.18 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 252 | 0.40 | 16 | 14.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 36,988 | 2.89 | 2,357 | 9.73 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 334,148 | 7.11 | 21,289 | 14.21 | ||||
| 2025-08-14 | 13F | Stadion Money Management, LLC | 234,132 | 0.43 | 14,917 | 7.09 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 13,739 | 12.87 | 875 | 20.36 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 5,805 | 20.94 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 559 | 36 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,670 | 2.49 | 234 | 9.39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 25,139 | 1,602 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34,871 | 24.24 | 2,252 | 34.23 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 29,150 | 86.62 | 1,857 | 99.04 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 6,206 | 1.80 | 395 | 8.52 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 50,955 | 1.85 | 3,045 | -6.48 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 884,785 | 4.32 | 56,370 | 17.45 | ||||
| 2025-07-31 | 13F | City State Bank | 315 | 46.51 | 20 | 66.67 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 128,262 | 6.77 | 8,172 | 13.85 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 38,885 | 32.30 | 3 | 100.00 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1,517 | 97 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 310,763 | 18.89 | 19,799 | 26.77 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 41,338 | 25.88 | 2,634 | 34.20 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 279,161 | 3.76 | 17,785 | 10.64 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4,968 | 0.12 | 317 | 6.76 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 28,682 | 17.61 | 1,827 | 25.39 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10,607 | 44.41 | 676 | 54.11 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 18,440 | 13.37 | 1,175 | 20.91 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 74,609 | 0.03 | 4,753 | 6.67 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 184,002 | 4.95 | 11,723 | 11.90 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 4,427 | 0.09 | 292 | 19.67 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 38,570 | 58.89 | 2,457 | 69.45 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 5,698 | 47.96 | 363 | 57.83 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1,887 | 11.52 | 120 | 18.81 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 31,554 | 6.99 | 2,010 | 14.07 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 166,002 | 3.50 | 10,891 | 16.61 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 144,235 | 4.58 | 9,189 | 11.52 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2,417 | 148 | ||||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 3,516 | 232 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 54,797 | 9.31 | 3,491 | 16.56 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5,267 | 4.84 | 336 | 11.67 | ||||
| 2025-07-16 | 13F | Jentner Corp | 17,789 | 57.61 | 1,133 | 68.10 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 210 | 14 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 320,679 | 20,424 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 149,123 | 0.54 | 9,501 | 7.20 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 707,217 | 0.53 | 45,057 | 7.19 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 14,157 | 0.50 | 902 | 7.13 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13,428 | 3.97 | 1 | |||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 3,425 | 218 | ||||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 7,618 | 0.54 | 485 | 7.30 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 9,336 | 241 | ||||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1,559 | 0.26 | 99 | -1.00 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5,229 | 2.13 | 333 | 9.18 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17,456 | 0.51 | 1,112 | 8.70 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 15,589 | 3.34 | 993 | 10.21 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 26,218 | 5.48 | 1,670 | 12.46 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 187,525 | 0.42 | 11,947 | 7.07 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 567,923 | 2.75 | 36,182 | 9.56 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22,692 | 2.30 | 1,446 | 9.06 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 14,997 | 16.21 | 955 | 23.87 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 16,016 | 41.52 | 1,020 | 50.89 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 7,379 | 13.44 | 470 | 21.13 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 171,189 | 2.45 | 10,906 | 15.12 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 19,175 | 0.10 | 1,222 | 6.73 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 240,340 | 63.82 | 15,312 | 74.69 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 17,275 | 7.85 | 1,101 | 14.94 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 373,022 | 7.28 | 24,135 | 16.17 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 239,819 | 18.57 | 15,279 | 26.42 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5,559 | 354 | ||||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 3,719 | 2.09 | 237 | 8.76 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 44,527 | 129.06 | 2,837 | 144.27 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 881,370 | 5.22 | 56,152 | 12.19 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31,280 | 192.72 | 2 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 77,501 | 699.14 | 4,938 | 752.68 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 150,416 | 9,583 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 13,655 | 26.15 | 870 | 34.52 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 172,142 | 7.06 | 10,967 | 14.17 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 3,469 | 221 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 507,172 | 15.81 | 32,312 | 23.48 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 37,953 | 0.07 | 2,418 | 6.66 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 559,179 | 115.71 | 35,625 | 130.02 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2,489 | 17.02 | 159 | 24.41 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 253,403 | 3.04 | 16,144 | 9.87 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 43,691 | 1.12 | 2,784 | 7.83 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 79,503 | 83.83 | 5,065 | 96.01 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 26,247 | 1,672 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 215,903 | 8.79 | 13,755 | 16.01 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 22,916 | 0.52 | 1,460 | 7.12 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 6,825 | 6.47 | 435 | 13.61 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 174 | 253.06 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 139,919 | 9.99 | 8,914 | 17.29 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 43,817 | 104.62 | 2,618 | 87.94 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 31,784 | 64.81 | 2,049 | 77.86 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16,449 | 6.83 | 1,048 | 13.80 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 7,010 | 3.42 | 447 | 10.40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,029 | 167.27 | 66 | 160.00 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,250 | 80 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 36,028 | 103.18 | 2,295 | 116.71 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 154,661 | 4.88 | 9,853 | 11.83 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 265,654 | 13.64 | 16,925 | 21.17 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 102,289 | 12.95 | 6,517 | 20.44 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 45,023 | 6.91 | 2,954 | 17.60 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 907 | 58 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 134,426 | 1,041.82 | 8,564 | 1,118.21 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 852 | 85,100.00 | 54 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 123,129 | 7.05 | 7,845 | 14.14 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 109,158 | 0.16 | 6,522 | -8.04 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 184,192 | 19.46 | 11,287 | 14.80 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 102,972 | 3.87 | 6,560 | 10.75 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 16,123 | 23.59 | 1,027 | 31.84 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 48,818 | 2.43 | 3,110 | 9.24 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 7,881 | 11.98 | 502 | 19.52 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 14,049 | 16.77 | 895 | 24.65 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 31,195 | 3.96 | 1,987 | 10.82 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 762 | 46 | ||||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 4,583 | 0.02 | 292 | 6.59 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 44,225 | 210.26 | 2,818 | 231.02 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 213 | 14 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 3,068,777 | 14.56 | 195,512 | 22.16 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 3,567 | 227 | ||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 118,638 | 13.31 | 7,558 | 20.81 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 115,909 | 7.34 | 7,385 | 14.45 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 374 | 0.27 | 24 | 4.55 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 24,416 | 1,556 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 20,702 | 104.46 | 1,319 | 118.21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 778 | 685.86 | 50 | 880.00 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 313,707 | 1.70 | 20,523 | 19.52 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 20,410 | 24.03 | 1,300 | 32.25 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 4,158 | 0.17 | 265 | 6.88 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112,064 | 11.26 | 7,140 | 18.63 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 15,244 | 1 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 17,530 | 26.35 | 1,117 | 34.78 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 42,641 | 6.91 | 2,717 | 13.97 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8,282 | 528 | ||||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 113,079 | 5.31 | 7 | 16.67 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 218,378 | 0.96 | 13,913 | 7.65 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 35,445 | 0.01 | 2,258 | 6.66 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 136,155 | 28.93 | 8,674 | 37.49 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 98,838 | 681.82 | 6 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 25,049 | 1,596 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 8,223 | 524 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 10,762 | 0.27 | 686 | 6.86 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 3,718 | 0.27 | 237 | 6.79 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5,900 | 376 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 459,207 | 2.87 | 29,256 | 9.68 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 3,539 | 0.28 | 225 | 7.14 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 22,697 | 3.10 | 1,446 | 9.96 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3,972 | 197.08 | 253 | 220.25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 138,761 | 108.95 | 8,842 | 123.03 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 94,447 | 14.04 | 6,017 | 21.60 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 20,581 | 10.37 | 1,311 | 17.68 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 34,124 | 37.73 | 2,174 | 46.89 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 49,805 | 69.47 | 3,173 | 80.69 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 138,221 | 4.96 | 9,152 | 2.36 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,196 | 4.13 | 140 | 10.32 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 728 | 46 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,766 | 13.68 | 367 | 19.16 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31,416 | 91.78 | 2,001 | 104.60 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 238,840 | 15.09 | 15,216 | 22.72 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 3,282 | 209 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 58,470 | 9.08 | 3,725 | 16.33 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 256,649 | 1.10 | 16,351 | 7.80 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 19,007 | 0.23 | 1,211 | 6.80 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 89,290 | 35.63 | 5,689 | 44.62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 335,882 | 12.70 | 21,399 | 20.18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 310,794 | 24.59 | 19,801 | 32.85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 271,939 | 0.72 | 17,325 | 7.40 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 156,885 | 1.88 | 10 | 0.00 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 328,629 | 3.99 | 20,937 | 10.88 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8,338 | 2.45 | 550 | 13.17 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 46,263 | 4.46 | 2,947 | 11.38 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 88,802 | 10.98 | 5,658 | 18.32 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1,079,798 | 0.37 | 68,794 | 7.02 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 4,017 | 256 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 6,674 | 24.91 | 426 | 33.23 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 250,656 | 16.47 | 15,969 | 24.20 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 2,310 | 0.13 | 147 | 7.30 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 137,348 | 2,631.12 | 271 | -10.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 189,787 | 3.52 | 12,092 | 10.39 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 9 | 1 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 30,072 | 7.51 | 1,916 | 14.60 | ||||
| 2025-07-30 | NP | APUE - ActivePassive U.S. Equity ETF | 1,286,118 | 3.26 | 78,813 | -0.78 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 879,931 | 3.03 | 56,060 | 9.86 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 100,593 | 28,558.97 | 6,409 | 13.86 | ||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 294,963 | 1.06 | 19 | 5.88 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 12,770 | 0.05 | 814 | 6.69 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 9,190 | 0.01 | 585 | 6.56 | ||||
| 2025-08-01 | 13F | First National Trust Co | 364,218 | 0.32 | 23,204 | 6.97 | ||||
| 2025-08-14 | 13F | UBS Group AG | 817,789 | 13.16 | 52,101 | 20.67 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 9,215 | 16.94 | 587 | 24.89 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 1,160,110 | 76,262 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 51,145 | 8.65 | 3,457 | 25.99 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 28,186 | 8.47 | 1,796 | 15.66 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 31,550 | 2,010 | ||||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 397,666 | 12.13 | 25,335 | 19.56 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,861 | 30.80 | 373 | 39.70 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 171,771 | 1.32 | 10,944 | -0.81 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 9,777 | 45.23 | 623 | 54.73 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 93,365 | 4.66 | 5,948 | 11.59 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 6,865 | 1.76 | 442 | 20.16 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 317,697 | 6.11 | 20,240 | 13.14 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 954,004 | 7.35 | 60,780 | 14.46 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6,605 | 9.68 | 421 | 16.99 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3,534 | 4.87 | 225 | 11.94 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 27,602 | 27.89 | 1,759 | 36.38 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 788,022 | 50,205 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 346,275 | 1.46 | 22,061 | 8.18 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 665 | 42 | ||||||
| 2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 6,862 | 437 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 781 | 0.13 | 50 | 6.52 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 45,692 | 2.34 | 2,911 | 9.15 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 10,564 | 1.30 | 673 | 8.03 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,017 | 0.23 | 192 | 7.26 |
