Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF meliputi Glenmede Investment Management, LP, Exchange Traded Concepts, Llc, Concord Asset Management, LLC/VA, Accurate Wealth Management, LLC, Legacy Capital Wealth Partners, LLC, WCG Wealth Advisors LLC, Fundamentun, Llc, Atlas Private Wealth Advisors, Summit Wealth Group Llc / Co, Triad Wealth Partners, LLC, Arista Wealth Management, LLC, Midwest Trust Co, Meredith Wealth Planning, Ieq Capital, Llc, Wharton Business Group, LLC, Cascade Wealth Advisors, Inc, Maseco Llp, Sei Investments Co, Eaton Financial Holdings Company, LLC, dan Jentner Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 833,432 | 0.39 | 24,478 | 12.53 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 44,108 | 10.59 | 1 | 0.00 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 465 | 14 | ||||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 843,365 | 4.04 | 24,770 | 16.63 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 621,073 | 5.09 | 18,241 | 17.81 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 47,286 | 15.74 | 1,389 | 29.72 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 1,438,802 | 3.50 | 42,258 | 16.02 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 133,749 | 1.02 | 3,928 | 13.26 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1,647,049 | 5.31 | 48,374 | 17.47 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 30,932 | 0.95 | 908 | 13.22 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 175,613 | 0.40 | 5,158 | 12.55 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10,964 | 1.26 | 322 | 13.78 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 48,677 | 0.18 | 1,430 | 12.25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 79,061 | 34.21 | 2,313 | 48.59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 229,673 | 143.15 | 6,745 | 172.64 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 2,187,499 | 3.34 | 64,247 | 15.84 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 76,595 | 0.89 | 2,250 | 13.07 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 8,956 | 0.07 | 263 | 12.39 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 7,732 | 227 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 1,204,254 | 16.18 | 35,658 | 38.38 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 15,234 | 0.04 | 447 | 12.31 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,535 | 39 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 8,213 | 0.96 | 241 | 13.15 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 121,252 | 0.90 | 3,561 | 13.12 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 22,903 | 1.26 | 673 | 13.51 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7,312 | 1.25 | 215 | 27.38 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 370,708 | 1.73 | 10,888 | 14.04 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 12,023 | 0.03 | 353 | 12.42 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 61,216 | 1,798 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 7,036 | 207 | ||||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 713,701 | 2.15 | 20,961 | 14.51 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 18,030 | 530 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11,800 | 347 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,044 | 1.24 | 60 | 15.38 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 30,531 | 13.43 | 897 | 27.09 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 63,181 | 62.21 | 1,856 | 81.86 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1,252,551 | 13.81 | 36,787 | 27.59 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 392,933 | 0.42 | 11,540 | 12.57 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 84,850 | 0.84 | 2,492 | 13.07 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,080 | 1.22 | 61 | 15.09 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 36,989 | 0.45 | 1,086 | 12.66 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 15,980 | 469 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 33,104 | 972 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 64,231 | 1,886 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 2,917,896 | 645.48 | 85,699 | 735.67 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 137,431 | 36.58 | 4,036 | 53.11 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 25,090 | 1 | ||||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1,137 | 0.62 | 33 | 13.79 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 11,949 | 0.64 | 351 | 12.54 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 778,779 | 9.19 | 22,873 | 22.40 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 248 | 7 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 39,133 | 4.46 | 1,149 | 17.13 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 950,768 | 0.23 | 27,924 | 12.36 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 24,239 | 0.02 | 712 | 12.15 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 150,941 | 1.73 | 4,433 | 14.05 | ||||
| 2025-07-15 | 13F | Maseco Llp | 24,096 | 708 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 5,774 | 66.54 | 170 | 87.78 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,919 | 0.15 | 115 | 12.75 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 96,697 | 610.17 | 2,840 | 697.47 | ||||
| 2025-07-31 | 13F | City State Bank | 6,000 | 20.00 | 176 | 34.35 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 33,803 | 5.24 | 993 | 17.95 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 3,107 | 1,944.08 | 91 | 2,933.33 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 13,503 | 397 | ||||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 1,657,619 | 6.55 | 48,684 | 19.45 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 516,211 | 18.81 | 15,161 | 33.19 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 13,011 | 10.63 | 382 | 24.03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 211,733 | 1.69 | 6 | 20.00 | ||||
| 2025-07-16 | 13F | Jentner Corp | 17,270 | 507 | ||||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1,328,699 | 1.21 | 39,024 | 13.45 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 60,743 | 1,784 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,960,626 | 0.05 | 57,584 | 12.15 | ||||
| 2025-07-21 | 13F | 25 Llc | 12,635 | 0.77 | 371 | 13.11 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12,473 | 1.23 | 366 | 13.66 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 64,225 | 12.50 | 1,886 | 26.15 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 354,400 | 0.50 | 10,409 | 12.65 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 2,399,324 | 2.96 | 70,468 | 15.42 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 12,701 | 0.15 | 373 | 12.35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,575,318 | 4.51 | 46,267 | 17.15 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 11,120 | 11.38 | 291 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 12,517 | 0.70 | 368 | 12.92 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 326,272 | 4.96 | 9,583 | 17.66 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 8,641 | 256 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 79,886 | 19.83 | 2,346 | 34.36 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7,512 | 221 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 7,311 | 215 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 65,643 | 56.51 | 1,928 | 75.50 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 43 | 1 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 141,439 | 6.70 | 4,154 | 19.64 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 727,846 | 2.09 | 21,377 | 14.44 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 7,619 | 224 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 47,150 | 1,385 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 299,578 | 4.95 | 8,799 | 17.65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 127,638 | 13.54 | 3,749 | 27.27 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21,436 | 6.34 | 630 | 19.13 | ||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 1,150,877 | 0.39 | 33,801 | 12.53 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 46,758 | 7.43 | 1,373 | 20.44 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7,477 | 0.84 | 233 | 12.62 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,174,996 | 10.75 | 34,369 | 29.68 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8,024,667 | 2.38 | 235,684 | 14.76 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 755,020 | 89.37 | 22,175 | 112.29 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 152 | 2,057.14 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1,954 | 41.59 | 57 | 58.33 | ||||
| 2025-07-21 | 13F | Abundance Wealth Counselors | 11,028 | 0 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 81,210 | 0.04 | 2,385 | 12.18 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 137,676 | 9.08 | 4,059 | 17.05 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5,135,326 | 150,825 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 680,341 | 10.55 | 19,982 | 23.93 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 351,803 | 7.33 | 10,332 | 20.32 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 22,443 | 17.58 | 659 | 31.80 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 88,081 | 0.77 | 2,587 | 12.93 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 36,982 | 0.40 | 1,086 | 12.54 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 16,393 | 481 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 12,484 | 62.17 | 367 | 82.09 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 248,081 | 8.93 | 7,286 | 22.13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 52,697 | 3.05 | 1,548 | 15.53 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 17,094 | 0.77 | 502 | 13.06 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 54,596 | 7.18 | 1,603 | 20.16 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 9,938 | 21.55 | 292 | 35.98 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 37,170 | 4.00 | 1,092 | 16.56 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 92,242 | 6.62 | 2,709 | 19.55 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 35,606 | 2.57 | 1,046 | 14.96 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 23,901 | 5.35 | 702 | 18.01 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 19,290 | 567 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 8,422 | 0.08 | 221 | 5.26 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 4,130 | 121 | ||||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 1,617 | 42 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,038 | 86.49 | 89 | 111.90 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 11,303 | 332 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 21,041 | 0.27 | 618 | 12.39 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 44,619 | 10.06 | 1,310 | 23.35 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,722 | 1.15 | 168 | 13.51 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 1,107,703 | 1.21 | 32,533 | 13.46 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 84,466 | 0.09 | 2,481 | 12.22 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 6,964 | 205 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 46,761 | 0.01 | 1,373 | 12.17 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 121,686 | 2.03 | 3,574 | 14.37 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,398 | 100 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1,069,626 | 31,415 | ||||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 260,534 | 13.44 | 7,652 | 27.16 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 108,419 | 0.71 | 3,184 | 12.91 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 63,381 | 1.25 | 1,861 | 13.48 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6,280,884 | 21.35 | 184,470 | 33.53 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 17,893 | 526 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16,219 | 476 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9,111 | 268 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 15,630 | 0.75 | 458 | 7.28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 44,576 | 24.47 | 1,309 | 39.55 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5,117,849 | 0.47 | 134,088 | 5.89 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 4,716 | 1.27 | 139 | 13.11 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 261,736 | 50.47 | 7,687 | 68.69 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 620,028 | 5.24 | 18,210 | 17.97 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 28,329 | 0.21 | 832 | 12.43 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 196,488 | 2.64 | 5,771 | 15.05 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 127,010 | 3.41 | 3,730 | 15.95 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 14,172 | 1.76 | 416 | 14.29 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 64,083 | 1,882 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 8,062 | 237 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 21,948 | 30.00 | 645 | 45.70 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 4,028 | 1.26 | 118 | 13.46 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 24,288 | 733 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 58,473 | 0.58 | 1,717 | 12.74 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 52,428 | 21.84 | 1,541 | 45.56 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 517 | 15 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 276 | 8 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 9,066 | 4.31 | 266 | 17.18 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 57,734 | 1.83 | 1,696 | 14.14 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 8,401 | 247 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 1,893 | 56 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 47,311 | 51.73 | 1,390 | 70.22 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26,421 | 65.67 | 776 | 85.85 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 1,327,506 | 1.00 | 38,989 | 13.22 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 150,192 | 0.30 | 4,393 | 11.53 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2,752,510 | 0.11 | 80,841 | 12.22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,058,842 | 18.02 | 119,208 | 32.30 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2,040,938 | 59,942 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 15,285 | 449 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 35,556 | 18.08 | 1,044 | 32.49 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 9,523 | 280 | ||||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 9,643 | 6.07 | 253 | 11.50 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 42,155 | 84.30 | 1,238 | 106.68 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 9,204 | 0 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 40,123 | 1.24 | 1,178 | 13.49 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 74,206 | 525.26 | 2,179 | 602.90 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 1,540 | 45 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 25,228 | 741 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10,917 | 21.33 | 321 | 36.17 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 7,267 | 213 | ||||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 2,230,808 | 2.08 | 65,519 | 14.43 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 623,712 | 2.08 | 18,318 | 14.44 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 44,430 | 286.62 | 1,305 | 333.22 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 46,923 | 1,378 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 13,816 | 1.26 | 406 | 13.45 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 504,241 | 4.25 | 14,810 | 16.86 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 78,161 | 68.66 | 2,296 | 89.04 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 66,134 | 5.77 | 1,942 | 18.56 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 24,700 | 1.95 | 725 | 14.35 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 589 | 1.20 | 17 | 13.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 39,080 | 54.22 | 1,148 | 73.00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 6,896 | 203 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 7,967 | 240 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 6,891 | 202 | ||||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 193,678 | 1.97 | 5,688 | 14.31 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 13,017 | 241.38 | 382 | 285.86 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 507,036 | 9.53 | 14,892 | 22.78 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 15,052 | 4.49 | 442 | 17.24 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,807 | 53 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 425,066 | 5.26 | 12,484 | 18.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7,423 | 218 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2,385,071 | 0.02 | 70,050 | 12.12 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9,174 | 5.10 | 0 | |||||
| 2025-07-18 | 13F | Fmb Wealth Management | 408,588 | 9.86 | 12,000 | 23.15 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 23,617 | 1.03 | 694 | 13.24 | ||||
| 2025-08-14 | 13F | Betterment LLC | 372,368 | 26.44 | 11 | 42.86 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 622,109 | 34.85 | 18,271 | 51.17 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 272,362 | 0.24 | 7,999 | 12.38 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 12,971 | 18.09 | 381 | 32.40 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 7,420 | 218 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 39,949 | 0.23 | 1,173 | 12.36 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 712,319 | 4.11 | 20,921 | 16.71 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 60,483 | 48.33 | 1,776 | 66.29 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 148,944 | 2.51 | 4,374 | 14.92 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 620,140 | 6.69 | 18,214 | 19.60 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 45,092 | 0.54 | 1,324 | 12.68 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 25,478 | 748 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1,699,457 | 32.97 | 49,913 | 49.06 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 41,683 | 1,224 | ||||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 27,833 | 24.85 | 1 | |||||
| 2025-07-07 | 13F | New Capital Management LP | 2,331,006 | 3.46 | 68,462 | 15.97 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 35,075 | 159,331.82 | 1,030 | 14.44 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 35,693 | 13.19 | 1,048 | 26.88 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 27,171 | 0.93 | 798 | 13.19 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 5,749,117 | 3.75 | 168,852 | 16.30 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 1,326,523 | 2.50 | 38,960 | 14.90 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 38,488 | 1,130 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 172 | 5 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 444,374 | 1,821.04 | 13 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 42,088 | 3.29 | 1,236 | 15.84 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 80,845 | 2,396 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 211,074 | 1.62 | 6,199 | 13.91 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 1,115,577 | 0.53 | 33 | 13.79 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 25,554 | 6.11 | 751 | 19.05 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 47,965 | 72.27 | 1,409 | 103.47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 12,921 | 4.21 | 379 | 16.98 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 16,724 | 0.18 | 495 | 15.38 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 30,550 | 1.14 | 897 | 13.40 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 19,030 | 559 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 141,439 | 4,154 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 30,943 | 5.53 | 909 | 18.23 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 7,612 | 224 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 19,157 | 1.24 | 563 | 13.54 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1,865,729 | 4.31 | 54,796 | 16.93 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 3,538,198 | 0.08 | 103,917 | 12.19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 11,295 | 1.26 | 332 | 13.36 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 417,170 | 4.96 | 12 | 20.00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 50,981 | 0.17 | 1,497 | 12.30 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 150,592 | 0.40 | 4,423 | 6.25 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 22,136 | 650 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,165 | 0.41 | 299 | 12.45 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 1,830,211 | 1.97 | 53,753 | 14.30 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 51,752 | 0.19 | 1,520 | 12.27 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 70,284 | 0.56 | 2,064 | 12.73 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 58,027 | 1,704 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 48,565 | 4.50 | 1,426 | 17.17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 555,439 | 38.94 | 15,800 | 50.85 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1,621 | 5.67 | 48 | 17.50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 416 | 12 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 4,219 | 1.01 | 0 | |||||
| 2025-08-12 | 13F | BWM Planning, LLC | 8,482 | 1.25 | 249 | 13.70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 620,649 | 17.85 | 18 | 38.46 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9,062 | 16.39 | 266 | 31.03 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 748,690 | 3.43 | 21,989 | 15.95 |
