Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional US Large Cap Value ETF meliputi Coldstream Capital Management Inc, Premier Financial Group, Sentinel Pension Advisors Inc, Summit Wealth Group, LLC, Lido Advisors, LLC, Renaissance Technologies Llc, Cannon Financial Strategists, Inc., Financial Harvest, LLC, Austin Wealth Management, LLC, Fortitude Family Office, LLC, Fundamentun, Llc, Citadel Advisors Llc, Parkwoods Wealth Partners, LLC, Fidelis Capital Partners, LLC, Wealth Management Nebraska, ABLE Financial Group, LLC, Tableaux Llc, Sigma Planning Corp, Elser Financial Planning, Inc, dan Aqr Capital Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Sandy Spring Bank | 145,271 | 6.74 | 4,441 | 8.64 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 100,792 | 6.34 | 3,127 | 7.90 | ||||
| 2025-07-31 | 13F | City State Bank | 48,540 | 10.11 | 1,506 | 11.73 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,738 | 54 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 45,134 | 7.59 | 1,400 | 9.20 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 217,854 | 0.90 | 6,758 | 2.38 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 68,959 | 22.74 | 2,139 | 24.58 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 2,820,890 | 2.84 | 87,504 | 4.36 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 256,140 | 5.89 | 7,945 | 7.45 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,629,872 | 4.90 | 174,639 | 6.45 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7,144 | 39.07 | 222 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 67,492 | 1.35 | 2,094 | 3.05 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 49,500 | 1,535 | ||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 263,953 | 25.73 | 8,188 | 27.58 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 31,344 | 25.43 | 972 | 27.39 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 29,434 | 15.56 | 936 | 26.49 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 969,393 | 14.61 | 30,071 | 16.29 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 585,040 | 19.09 | 18,148 | 20.83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,826 | 3.44 | 584 | 4.86 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 17,548 | 6.51 | 544 | 8.15 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 839,232 | 1.59 | 26,033 | 3.08 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 38,204 | 1,185 | ||||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 169,182 | 11.50 | 5,248 | 13.15 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 77,809 | 133.36 | 2,379 | 137.56 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 123,896 | 7.61 | 3,843 | 9.21 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,377,603 | 6.49 | 42,733 | 8.06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,956,955 | 21.09 | 60,705 | 22.87 | ||||
| 2025-07-16 | 13F | Jentner Corp | 835,891 | 14.39 | 25,929 | 16.07 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 432,023 | 9.13 | 13,401 | 10.74 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 26,880 | 21.08 | 834 | 22.86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 157,093 | 2.00 | 4,873 | 3.50 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 36,530 | 1,133 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 243,224 | 2.90 | 7,545 | 4.40 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 10,159 | 262 | ||||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 846,779 | 5.12 | 26,699 | 9.71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 181,941 | 18.92 | 5,644 | 20.65 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 19,969 | 619 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 48,369 | 17.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Clg Llc | 88,832 | 2.11 | 2,756 | 3.61 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 48,802 | 26.75 | 1,514 | 28.55 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 100,936 | 261.89 | 3,131 | 267.49 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 115,715 | 2.56 | 3,589 | 4.06 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1,106,184 | 5.52 | 34,314 | 7.07 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 56,831 | 21.36 | 1,763 | 23.13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7,283 | 226 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 9,847 | 305 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 27,213 | 2.64 | 844 | 4.20 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 29,854 | 1.25 | 926 | 2.77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,977 | 8.21 | 61 | 12.96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 32,709 | 24.38 | 1,015 | 26.28 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,742 | 54 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 14,251 | 443 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 55,006 | 120.07 | 1,706 | 123.30 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 256,989 | 16.13 | 7,972 | 17.84 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 561,403 | 7.37 | 17,415 | 8.95 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,894 | 0.13 | 121 | 1.69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 219,399 | 4.57 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 10,880 | 37.29 | 337 | 39.26 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 36,744 | 2.12 | 1,140 | 3.64 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 63,554 | 7.12 | 1,971 | 8.71 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 47,542 | 0.47 | 1,475 | 1.94 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 187,965 | 65.38 | 5,831 | 67.82 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 96,523 | 9.85 | 2,994 | 11.47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,242 | 214.45 | 101 | 222.58 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 6,971 | 216 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 604,958 | 30.12 | 18,766 | 32.04 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 23,149 | 0.81 | 718 | 2.43 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 980,236 | 36.22 | 30,760 | 48.11 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 159,445 | 4,946 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 673,910 | 18.08 | 20,905 | 19.81 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 806,797 | 2.41 | 25,027 | 3.92 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 396,169 | 0.40 | 12,662 | 9.81 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 83,825 | 10.62 | 2,600 | 12.26 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 3,686,352 | 8.07 | 114,351 | 9.66 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11,410 | 44.63 | 354 | 46.47 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 33,149 | 19.18 | 1,028 | 20.94 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 56,975 | 98.80 | 1,767 | 101.71 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6,175 | 0.16 | 192 | 1.60 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2,901,838 | 2.96 | 90,015 | 4.48 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 175,123 | 1.42 | 5,432 | 2.92 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 947,175 | 0.46 | 29,381 | 1.94 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1,773,795 | 2.73 | 55,023 | 4.24 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 102,309 | 27.41 | 3,174 | 29.30 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 12,660 | 0.47 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 54,333 | 170.83 | 1,711 | 179.12 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 163,099 | 1,450.96 | 5,059 | 1,476.01 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11,000 | 71.88 | 341 | 74.87 | |||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 121,105 | 32.84 | 3,757 | 34.82 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 31,481 | 0.95 | 977 | 2.41 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 5,105 | 471.03 | 158 | 485.19 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 206,564 | 26.54 | 6,408 | 28.40 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 90,903 | 14.24 | 2,820 | 15.91 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 25,190 | 24.24 | 781 | 26.17 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1,830,037 | 56,768 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 232,725 | 60.74 | 7,219 | 63.14 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 80,638 | 15.60 | 2,501 | 17.31 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7,870 | 244 | ||||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 387,042 | 10.48 | 12,006 | 12.11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 17,400 | 540 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 93,006 | 22.99 | 2,885 | 24.84 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 60,665 | 5.37 | 1,882 | 6.94 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 403,310 | 16.82 | 12,511 | 18.53 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 155,473 | 187.58 | 4,823 | 191.89 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 849,607 | 39.19 | 26,355 | 41.24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39,034 | 97.49 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,167,915 | 11.72 | 36,229 | 13.36 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 109,168 | 8.03 | 3,386 | 9.61 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 986,879 | 12.01 | 30,613 | 13.66 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 308,361 | 17.51 | 9,565 | 19.23 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 207,073 | 10.74 | 6,423 | 12.37 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 248,324 | 75.56 | 7,703 | 78.16 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 981,440 | 105.06 | 30,444 | 108.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14,508 | 24.74 | 450 | 26.40 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 512,211 | 17.26 | 15,889 | 18.98 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 52,746 | 3.33 | 1,636 | 4.87 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 78,921 | 6.91 | 2,448 | 8.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 184,001 | 23.52 | 5,708 | 25.35 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 16,428 | 1.68 | 510 | 3.25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 280,243 | 4.61 | 8,693 | 11.86 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,091,263 | 12.61 | 34,593 | 16.77 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 107,322 | 17.39 | 3,329 | 19.15 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 277,873 | 9.41 | 8,620 | 11.01 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,163 | 0.48 | 98 | 2.08 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 10,636 | 329 | ||||||
| 2025-07-15 | 13F | Cordant, Inc. | 160,938 | 5.43 | 4,992 | 6.99 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 61,946 | 21.55 | 1,922 | 23.38 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 11,766 | 34.76 | 365 | 36.84 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,507 | 243.12 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 7,789,534 | 20.34 | 241,631 | 22.11 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 378 | 12 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1,314,950 | 6.33 | 40,790 | 7.90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 95,156 | 102.34 | 2,952 | 105.36 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 219,547 | 4.17 | 6,909 | 17.58 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 1,068,530 | 8.90 | 33,146 | 10.51 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 610 | 17.99 | 19 | 20.00 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 10,391 | 322 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 35,694 | 1 | ||||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 948,486 | 52.51 | 28,995 | 55.26 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,620,224 | 0.71 | 81,279 | 2.20 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 75,242 | 3.32 | 2,334 | 4.85 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 16,816 | 522 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 7,536 | 234 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53,437 | 38.03 | 1,658 | 40.07 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 749,894 | 21.04 | 23,262 | 22.83 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 58,609 | 40.28 | 1,818 | 42.36 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 228,760 | 12.66 | 7,096 | 14.32 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 51,131 | 20.80 | 1,586 | 22.66 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 44,000 | 1,365 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 116,794 | 15.63 | 3,665 | 18.96 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 66,652 | 12.82 | 2,068 | 14.45 | ||||
| 2025-08-12 | 13F | Tumwater Wealth Management, LLC | 852,008 | 4.88 | 26,429 | 6.43 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 14,335 | 0.42 | 445 | 1.83 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 20,765 | 47.02 | 644 | 49.42 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 26,090 | 248.61 | 809 | 254.82 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1,913,371 | 5.31 | 59,353 | 6.86 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 1,774,258 | 4.33 | 51,595 | 1.03 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 6 | 0 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4,848 | 150 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 7,844 | 243 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 58 | 0 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 32,954 | 157.37 | 1,022 | 161.38 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7,225 | 0.47 | 224 | 2.28 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 121,100 | 4 | ||||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 203,671 | 6.31 | 6,318 | 7.87 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,916 | 339 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 87,015 | 12.06 | 2,699 | 13.74 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 20,549 | 2.81 | 637 | 4.26 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 25,556 | 124.39 | 793 | 127.59 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 8,151 | 253 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41,368 | 4.76 | 1,283 | 6.30 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 25,273 | 72.83 | 784 | 75.17 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 14,721 | 118.25 | 457 | 121.36 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 436,327 | 0.82 | 13,535 | 2.30 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 113,077 | 3.15 | 3,508 | 4.66 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 100,250 | 0.85 | 3,110 | 2.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7,598 | 74.47 | 236 | 76.69 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 12,305 | 1.00 | 382 | 2.42 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8,045 | 250 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 351,753 | 3.10 | 10,911 | 4.62 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 849 | 26 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 20,219 | 48,040.48 | 627 | 16.11 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,818,553 | 1.70 | 56,412 | 3.19 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 21,275 | 28.02 | 660 | 29.72 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13,169,045 | 39.25 | 408,504 | 41.30 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 6,650 | 0.29 | 206 | 1.98 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 121,657 | 167.20 | 3,774 | 171.24 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2,409 | 2.29 | 75 | 4.23 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 171,724 | 58.82 | 5,327 | 61.15 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 309,250 | 16.10 | 9,593 | 17.81 | ||||
| 2025-08-14 | 13F | Betterment LLC | 603,824 | 20.45 | 19 | 20.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 11,678 | 351.76 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 69,887 | 2,168 | ||||||
| 2025-08-14 | 13F | Premier Financial Group | 1,125,404 | 35,551 | ||||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 145,873 | 3.40 | 4,525 | 4.92 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 191,161 | 4.04 | 5,930 | 5.57 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 14,335 | 0.42 | 445 | 1.83 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 356,569 | 5.43 | 11,061 | 6.97 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 78,866 | 11.52 | 2,446 | 13.19 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 14,376 | 0.47 | 446 | 1.83 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 287,887 | 11.59 | 8,930 | 15.27 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 652,553 | 6.26 | 20,242 | 7.83 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 755,117 | 0.51 | 23,424 | 1.99 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 24,209 | 758 | ||||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 97,288 | 3 | ||||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 11,994 | 52.83 | 372 | 55.65 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 10,528 | 4.27 | 327 | 5.84 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 22,512 | 698 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 13,365 | 4.67 | 419 | |||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 314,162 | 24.16 | 9,745 | 25.99 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31,351 | 15.67 | 1 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 88,653 | 1.45 | 2,750 | 2.96 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1,043 | 12.27 | 32 | 14.29 |
