Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional U.S. Equity Market ETF meliputi Maseco Llp, Premier Financial Group, Royal Harbor Partners, LLC, Kingstone Capital Partners Texas, LLC, Wealth Advisory Team LLC, Concord Asset Management, LLC/VA, Edge Financial Advisors LLC, Semitam Bonam Llc, 21 West Wealth Management LLC, Accurate Wealth Management, LLC, Midwest Trust Co, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Triad Wealth Partners, LLC, Wesbanco Bank Inc, Wiley Bros.-aintree Capital, Llc, London & Capital Asset Management Ltd, Harbor Asset Planning, Inc., First Bancorp, Inc /ME/, dan Great Oak Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Centennial Bank/AR/ | 76,182 | 39.83 | 5,106 | 54.98 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 73,455 | 61.75 | 4,923 | 79.24 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 147 | 10 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 9,706 | 116.41 | 650 | 139.85 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 6,068 | 0.26 | 407 | 11.23 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 47,356 | 0.31 | 3,174 | 5.45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 74,406 | 188.42 | 4,965 | 219.91 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 45,111,138 | 5.98 | 2,880,797 | 5.98 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 9,899 | 0.27 | 663 | 11.06 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 35,284 | 2,365 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12,322 | 8.36 | 826 | 20.09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 366,802 | 5.48 | 24,583 | 16.89 | ||||
| 2025-07-31 | 13F | City State Bank | 2,905 | 0.87 | 195 | 11.49 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 323,105 | 3.70 | 20,653 | 2.87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 23,637 | 7.47 | 1,584 | 19.10 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27,901 | 4.32 | 1,870 | 15.58 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5,163 | 0.16 | 346 | 11.25 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 104,898 | 0.71 | 6,344 | -4.46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3,976,107 | 3.58 | 266,479 | 14.78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9,473 | 635 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12,411 | 0.14 | 832 | 10.95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 601,524 | 8.67 | 40,314 | 20.42 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1,336,438 | 109.60 | 78,649 | 116.48 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 59,299 | 0.11 | 3,974 | 10.94 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 262,135 | 0.70 | 17,568 | 11.59 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 53,454 | 12.53 | 3,582 | 24.72 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 882,747 | 12.77 | 59,114 | 24.86 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6,637 | 14.87 | 450 | 22.01 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 1,466,921 | 5.77 | 98,313 | 17.21 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 12,868 | 0.16 | 862 | 10.94 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 145,369 | 5.93 | 9,743 | 17.39 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 10,698 | 5.68 | 717 | 17.16 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 132,559 | 5.24 | 8,884 | 16.62 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 67,117 | 103.51 | 4,498 | 125.58 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 187,677 | 0.22 | 12,578 | 11.06 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,425,092 | 0.77 | 229,550 | 11.66 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 146,748 | 0.72 | 9,835 | 11.62 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 104,638 | 28.49 | 7,013 | 42.38 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 57,644 | 2.69 | 3,863 | 13.82 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 3,168 | 212 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19,966 | 0.20 | 1,338 | 11.04 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 20,314 | 11.57 | 1,361 | 23.61 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 208,293 | 4.24 | 13,960 | 15.51 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 15,741 | 1,055 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 11,415,600 | 20.25 | 765,074 | 33.25 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 23,454 | 1,499 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 2,337,557 | 1.32 | 156,663 | 12.27 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 4,186 | 0.26 | 281 | 11.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3,626,695 | 0.46 | 243,061 | 11.32 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 15,351 | 0.56 | 1,029 | 11.38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 574,599 | 0.97 | 38,510 | 11.89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 62,735 | 12.65 | 4,205 | 24.82 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 13,783 | 0.01 | 924 | 10.80 | ||||
| 2025-07-15 | 13F | Maseco Llp | 7,896,996 | 529,336 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 10,116 | 0.24 | 678 | 10.98 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9,259 | 51.81 | 621 | 68.48 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 13,981 | 937 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1,081,221 | 2.63 | 74,420 | 16.23 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1,656 | 110.96 | 111 | 134.04 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 101,090 | 6,775 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4,122 | 276 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 4,604 | 3.79 | 309 | 14.93 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 3,116 | 209 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 19,614 | 448.64 | 1,315 | 508.33 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2,078 | 21.88 | 139 | 34.95 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 76,469 | 3.91 | 5,125 | 15.15 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 7,540 | 0.80 | 1 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 9,987 | 17.36 | 669 | 30.16 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 9,039 | 5.25 | 606 | 16.57 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 766,624 | 0.07 | 51,379 | 10.90 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 956,200 | 29.57 | 64,085 | 43.58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 233,918 | 1.16 | 15,677 | 12.11 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 1,776 | 0.28 | 119 | 11.21 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 3,057 | 205 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 40,882 | 0.56 | 2,740 | 11.43 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 9,505 | 0.26 | 637 | 11.17 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 809,909 | 6.51 | 54,280 | 18.03 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 8,259 | 559 | ||||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 4,346 | 0.09 | 291 | 11.07 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 201,381 | 4.21 | 13,497 | 15.48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 8,032 | 16.66 | 538 | 29.33 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 567 | 0.18 | 38 | 11.76 | ||||
| 2025-08-14 | 13F | Clg Llc | 58,352 | 1.91 | 3,911 | 12.91 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5,819 | 9.92 | 390 | 21.88 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 283,931 | 0.11 | 19,029 | 10.93 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 508,591 | 6.69 | 34,086 | 18.22 | ||||
| 2025-07-21 | 13F | 25 Llc | 15,742 | 0.11 | 1,055 | 10.94 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6,500 | 436 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 3,079 | 206 | ||||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 94,864 | 14.00 | 6,358 | 26.36 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 52,196 | 1.48 | 3,498 | 12.48 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 1,029,271 | 7.17 | 68,982 | 18.76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,226,641 | 5.29 | 82 | 17.14 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6,544 | 0.28 | 439 | 11.17 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 181,392 | 49.08 | 12,157 | 65.21 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 5,881 | 394 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 242,876 | 53.21 | 16 | 77.78 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3,095,429 | 6.97 | 207,456 | 18.46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,043 | 3.40 | 204 | 14.69 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 41,170 | 0.96 | 2,759 | 11.88 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 282,690 | 1.35 | 18,946 | 12.31 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2,730,367 | 9.98 | 182,989 | 21.87 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 19,215 | 9.45 | 1,288 | 21.30 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 165,258 | 318.13 | 11,076 | 363.39 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 23,454 | 1,572 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 99,759 | 0.39 | 6,686 | 11.25 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 170,128 | 25.44 | 11,402 | 39.00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3,102 | 208 | ||||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 498,287 | 7.59 | 33,395 | 19.23 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 5,010 | 0.28 | 336 | 10.93 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1,306 | 0.31 | 88 | 11.54 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,411,720 | 1.72 | 94,613 | 12.72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 12,264 | 7.02 | 784 | 20.09 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 24,122 | 0.24 | 1,617 | 11.07 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 96,140 | 0.72 | 6,443 | 11.61 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13,344 | 0.27 | 894 | 11.19 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 519,119 | 1.41 | 34,791 | 12.37 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 107 | 62.12 | 6 | 50.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 148,913 | 4.64 | 9,980 | 15.97 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,268 | 219 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 354,270 | 1.29 | 23,743 | 12.25 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33,476 | 1.13 | 2,244 | 12.09 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3,164 | 212 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 86,910 | 48.43 | 5,825 | 64.47 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1,177,252 | 64.52 | 79,394 | 89.08 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 47,859 | 5.75 | 3,207 | 17.21 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 38,996 | 41.47 | 2,614 | 56.75 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 108,842 | 12.18 | 7,295 | 24.30 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 7,621 | 511 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 612 | |||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 11,496 | 12.17 | 770 | 24.39 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 146,566 | 34.78 | 9,823 | 49.35 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,924 | 3.34 | 799 | 15.13 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 109,680 | 36.01 | 7 | 75.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28,636 | 12.23 | 1,919 | 24.37 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 509 | 14.38 | 35 | 30.77 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1,205,949 | 5.29 | 80,823 | 16.67 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 295,718 | 0.09 | 19,819 | 10.92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 124,429 | 542.84 | 8,339 | 612.74 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5,823 | 0.28 | 390 | 11.11 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 695,585 | 16.38 | 46,618 | 28.96 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 38,243 | 3.47 | 2,563 | 14.68 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 272,920 | 2.68 | 18,257 | 13.57 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 28,239 | 8.72 | 1,893 | 20.51 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 954 | 43.03 | 64 | 57.50 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 181,909 | 7.50 | 12,192 | 19.12 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 675,427 | 0.14 | 45,483 | 25.70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3,800 | 255 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45,621 | 0.94 | 2,759 | -4.23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6,329 | 424 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 19,139,485 | 3.84 | 1,282,728 | 15.07 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 47,258 | 5.57 | 3,167 | 16.99 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5,834 | 31.10 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 12,796 | 1.20 | 858 | 12.17 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4,180 | 20.43 | 280 | 33.97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 8,282 | 4.85 | 555 | 16.35 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 150,970 | 10,118 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4,217 | 267.01 | 283 | 308.70 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 19,672 | 18.38 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 287,941 | 8.23 | 19,298 | 19.93 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 7,868 | 25.15 | 527 | 38.68 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10,592 | 100.00 | 710 | 121.56 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28,544 | 20.36 | 1,913 | 33.40 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3,128 | 210 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 95,200 | 6,380 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46,481 | 1.89 | 3,115 | 12.90 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 102,683 | 1,350.73 | 6,882 | 1,507.71 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 79,663 | 20.87 | 5,339 | 33.98 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 13,060 | 0.27 | 875 | 11.18 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 22,154 | 2.76 | 1,485 | 13.89 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 450,260 | 0.45 | 30,176 | 11.31 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4,919 | 14.61 | 330 | 27.03 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3,260 | 218 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 26,023 | 0.19 | 1,574 | -4.95 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 170,180 | 0.05 | 11,405 | 10.87 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 31,244 | 0.01 | 2,094 | 10.80 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 112,287 | 2,993.31 | 8 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,299,746 | 6.31 | 87,109 | 17.80 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 35,582 | 81.97 | 2,374 | 101.87 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1,532,653 | 14.73 | 102,718 | 27.14 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 439,369 | 6.88 | 29 | 20.83 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 5,794 | 388 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2,326 | 156 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 112,945 | 0.27 | 7,569 | 11.10 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 862 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,189 | 1,085 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 35,895 | 876.47 | 2,406 | 983.33 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 8,695 | 186.49 | 583 | 218.03 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 57,114 | 13.48 | 3,828 | 25.76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1,987,532 | 25.33 | 133,194 | 38.87 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 3,741 | 2.75 | 253 | 15.00 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 1,835 | 0.27 | 123 | 10.91 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 37,908 | 2.05 | 2,541 | 13.09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,090,394 | 15.37 | 73,078 | 27.85 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 813 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 145,825 | 62.51 | 9,773 | 80.08 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 12,557 | 23.52 | 842 | 36.97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,634,690 | 1.72 | 111,077 | 14.28 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 34,934 | 14.45 | 2,341 | 26.81 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 70,833 | 3.34 | 4,747 | 14.52 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 13,558 | 0.17 | 909 | 11.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24,447 | 11.34 | 1,638 | 23.44 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 824 | 0.24 | 55 | 12.24 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3,794 | 0.26 | 254 | 11.40 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 46,276 | 0.13 | 3,101 | 10.99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 298,825 | 52.29 | 19,686 | 65.88 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 447,495 | 2.19 | 29,991 | 13.25 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 721,271 | 5.09 | 48,130 | 15.95 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 17,312 | 1,160 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 432,006 | 1.51 | 29,100 | 20.15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 60,215 | 209.37 | 4,036 | 242.82 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11,996 | 1.06 | 804 | 11.99 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 911,954 | 11.66 | 61,119 | 23.74 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 3,756 | 0.27 | 252 | 11.06 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 82,098 | 0.10 | 5,502 | 10.93 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3,348 | 0.06 | 224 | 10.89 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5,301 | 355 | ||||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 159,496 | 2.66 | 10,689 | 13.76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,023,380 | 3.19 | 135,588 | 14.33 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 76,445 | 57.42 | 5,123 | 74.49 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 85,782 | 21.28 | 5,749 | 34.42 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 2,178,411 | 21.38 | 145,997 | 34.51 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 412,324 | 6.52 | 27,634 | 18.04 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 317 | 0.32 | 21 | 10.53 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 259,755 | 1.92 | 17,409 | 12.94 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7,411 | 497 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 644,963 | 9.75 | 43,225 | 21.61 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 29,783 | 0.04 | 1,996 | 10.89 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 391,774 | 0.68 | 26,257 | 11.57 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12,283 | 823 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15,641 | 1,048 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6,987 | 468 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27,853 | 2.75 | 1,867 | 13.85 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 80,074 | 3.12 | 5,367 | 14.27 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 499,676 | 9.49 | 33,488 | 21.33 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 154,140 | 10 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 206,149 | 1.93 | 13,903 | 13.20 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 30,420 | 14.02 | 2,039 | 26.35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39,106 | 0.18 | 2,621 | 11.02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,023 | 10.67 | 270 | 22.83 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 5,225 | 16.84 | 350 | 29.63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 547,471 | 3.98 | 36,692 | 15.22 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 12,928 | 65.34 | 866 | 83.47 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 23,132 | 0.09 | 1,550 | 10.95 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 4,335 | 0.28 | 291 | 11.11 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 26,076 | 100.54 | 1,748 | 122.26 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 248,866 | 0.20 | 16,679 | 11.03 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 120,217 | 2.17 | 8 | 14.29 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 27,510 | 0.08 | 1,844 | 10.89 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 66,176 | 0.08 | 4,435 | 10.90 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 17,652 | 0.27 | 1,183 | 11.18 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 116,327 | 4.17 | 7,796 | 15.43 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 216,015 | 4.23 | 14,477 | 15.50 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 106,986 | 6.31 | 7,170 | 17.81 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15,945 | 61.47 | 1,069 | 78.89 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 229,645 | 15,391 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3,420 | 209.78 | 229 | 246.97 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,328 | 0 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 17,634 | 1,182 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 25,414 | 3.09 | 1,703 | 14.22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,300 | 40.85 | 556 | 56.18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 57,767 | 2.03 | 3,872 | 13.05 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 108,430 | 6.56 | 7 | 16.67 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 34,347 | 20.70 | 2,302 | 33.70 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 24,320 | 0.27 | 1,630 | 11.12 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3,087 | 207 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 223 | 0.45 | 15 | 7.69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 59,537 | 21.23 | 3,990 | 34.34 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3,037 | 0 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 44,405 | 15.13 | 3,046 | 30.62 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 24,011 | 0.16 | 1,609 | 11.04 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 311,989 | 5.54 | 20,910 | 16.95 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 4,658 | 3.33 | 312 | 14.71 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 12,604 | 9.88 | 845 | 21.79 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3,236 | 1,089.71 | 217 | 1,250.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18,481 | 46.74 | 1,239 | 62.68 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 665,448 | 122.86 | 44,598 | 146.96 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 81,808 | 12.78 | 5 | 25.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 89,054 | 279.15 | 5,968 | 320.28 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 27,860 | 0.08 | 1,867 | 5.24 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 143,113 | 11.93 | 9,591 | 24.04 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 8,600 | 576 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37,333 | 2.23 | 2,502 | 13.32 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 57,815 | 32.49 | 3,875 | 46.80 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 189,782 | 47.75 | 12,719 | 63.74 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 30,857 | 63.45 | 2,068 | 81.24 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 55,342 | 0.64 | 3,709 | 11.55 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 10,308 | 1.03 | 691 | 11.83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 203,668 | 7.08 | 14 | 18.18 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 195,364 | 6.52 | 13,093 | 18.04 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 6,194 | 7.46 | 415 | 19.25 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 111,342 | 2.81 | 7,462 | 13.94 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 4,831 | 11.06 | 324 | 22.81 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 87,355 | 0.39 | 5,855 | 11.25 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 6,606 | 5.59 | 443 | 16.93 | ||||
| 2025-08-07 | 13F | PFG Advisors | 174,936 | 7.21 | 11,724 | 18.81 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 26,344 | 47.22 | 1,821 | 78.70 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 4,790 | 0.25 | 321 | 11.46 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 837,611 | 8.76 | 56,137 | 20.52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 173,621 | 15.13 | 11,636 | 27.59 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 19,330 | 1.92 | 1,295 | 13.00 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 80,861 | 3.23 | 5,419 | 14.40 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 6,280 | 0.27 | 421 | 11.11 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 23,836 | 9.24 | 1,597 | 21.08 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 36,759 | 174,942.86 | 2,464 | 3.44 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13,619 | 42.18 | 913 | 57.51 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1,224,999 | 2.27 | 82,099 | 13.33 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 23,454 | 1,572 | ||||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 2,390,540 | 1.02 | 160,214 | 11.94 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 83,202 | 278.55 | 1,473 | 10.84 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 7,795 | 522 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3,650 | 245 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 24,000 | 1,608 | ||||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 581,352 | 33.67 | 38,962 | 48.12 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 796,649 | 7.10 | 53,391 | 18.68 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3,794 | 0.26 | 254 | 11.40 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 3,476 | 233 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11,048 | 0.27 | 740 | 11.11 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 25,085 | 0.22 | 1,681 | 11.10 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 670,487 | 6.59 | 44,936 | 18.12 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3,221 | 216 | ||||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 277,065 | 2.86 | 18,569 | 13.98 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 35,500 | 0.57 | 2,379 | 11.48 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8,692 | 0.23 | 583 | 11.07 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5,412 | 28.89 | 363 | 43.08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 238,673 | 17.96 | 15,996 | 30.71 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 23,724 | 1.18 | 1,590 | 12.06 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5,422 | 363 | ||||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 78,236 | 293.96 | 5 | 400.00 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 3,389 | 0.21 | 204 | -5.58 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5,407 | 31.56 | 362 | 38.17 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 93,196 | 21.55 | 6,246 | 34.68 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 5,431 | 0.31 | 368 | 17.20 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3,880 | 0.28 | 260 | 11.11 | ||||
| 2025-08-14 | 13F | Betterment LLC | 159,219 | 62.34 | 11 | 100.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 57,196 | 318.44 | 3,833 | 364.04 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 69,438 | 6.32 | 4,654 | 17.83 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 175,324 | 5.92 | 11,750 | 17.38 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 12,738 | 0.28 | 854 | 11.07 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 148,913 | 9,980 | ||||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 3,330 | 230 | ||||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 33,352 | 28.03 | 2,235 | 41.90 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 4,525 | 0.27 | 303 | 11.40 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 22,660 | 1.98 | 1,528 | 23.84 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 376,483 | 26,228 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 12,422 | 0.12 | 833 | 10.93 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 5,793 | 7.56 | 388 | 19.38 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 30,148 | 2,049 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 111,742 | 7,489 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 803 | 0.25 | 55 | 17.39 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1,071 | 0.28 | 72 | 10.94 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 143,574 | 1.17 | 9,622 | 12.12 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 160,626 | 6.22 | 10,765 | 17.71 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3,540 | 237 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 16,654 | 221.13 | 1,116 | 256.55 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 388,711 | 0.72 | 26,051 | 11.62 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 8,800 | 6.64 | 590 | 18.04 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 14,314 | 0.97 | 959 | 11.90 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 4,313 | 0.28 | 289 | 11.15 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3,659 | 245 | ||||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 97,873 | 8.62 | 6,559 | 20.37 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 4,858 | 0.27 | 326 | 10.92 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6,793 | 455 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 285,749 | 5.06 | 19,151 | 16.41 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 3,180 | 213 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 181,452 | 0.81 | 12,161 | 11.70 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 12,269 | 0.27 | 822 | 11.08 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1,565 | 0.84 | 105 | 11.83 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16,470 | 9,821.69 | 1,104 | 10,930.00 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 750,294 | 17.50 | 50,285 | 30.21 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 79,223 | 0.79 | 5,310 | 11.70 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6,908 | 0.01 | 463 | 10.79 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,517,541 | 1.26 | 168,726 | 12.21 |
