Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Dimensional ETF Trust - Dimensional International Small Cap Value ETF meliputi Premier Financial Group, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Fortitude Family Office, LLC, Midwest Trust Co, Friday Financial, CogentBlue Wealth Advisors, LLC, Nautilus Advisors LLC, Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares, Accurate Wealth Management, LLC, Sei Investments Co, Hrt Financial Lp, Goldman Sachs Group Inc, Concurrent Investment Advisors, LLC, EP Wealth Advisors, Inc., Brighton Jones Llc, Triad Wealth Partners, LLC, Vantage Point Financial LLC, New Dimensions Wealth Management, LLC, dan Rockwood Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Brighton Jones Llc | 7,625 | 251 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59,447 | 1.02 | 1,956 | 14.19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66,788 | 37.87 | 2,198 | 55.82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 444,894 | 6.40 | 14,641 | 20.25 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 209,700 | 6,901 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 28,004 | 71.10 | 919 | 90.06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,218 | 336 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 1 | ||||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 343,779 | 14.43 | 11,314 | 36.99 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,082,444 | 3.89 | 35,623 | 17.41 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 81,282 | 21.20 | 2,675 | 36.99 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 117,140 | 4.43 | 3,855 | 18.03 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5,873 | 193 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 14,252 | 88.24 | 469 | 113.18 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 16,942 | 8.59 | 558 | 22.69 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 77,327 | 8.87 | 2,545 | 34.82 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 298,114 | 2.90 | 9,811 | 16.29 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 470,355 | 11.69 | 15,479 | 26.23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71,743 | 13.80 | 2,361 | 28.66 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 73,920 | 5.67 | 2,433 | 19.45 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 26,177 | 0.09 | 861 | 13.14 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 25,500 | 0.33 | 839 | 13.38 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 6,289 | 207 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 90,755 | 5.15 | 2,987 | 18.82 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27,805 | 12.46 | 915 | 27.26 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 7,351 | 6,706.48 | 242 | 7,933.33 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 91,086 | 12.74 | 2,998 | 27.42 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 70,600 | 2,323 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 88,897 | 28.72 | 2,926 | 45.45 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 11,113 | 38.02 | 366 | 55.98 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 836,684 | 28.70 | 27,836 | 64.16 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 453,189 | 31.01 | 14,914 | 48.06 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,033,796 | 8.56 | 34,022 | 22.69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 313 | 10 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 33,915 | 1,116 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 12,727 | 4.55 | 419 | 18.08 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 116,208 | 5.88 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 561,158 | 83.81 | 18,468 | 107.73 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 10,245 | 0 | ||||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 448,041 | 14,745 | ||||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 158,484 | 1.92 | 5,216 | 15.17 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 202,674 | 3.93 | 6,670 | 17.47 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 470,827 | 0.52 | 15,495 | 13.60 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 112,421 | 38.21 | 3,700 | 56.21 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 18,446 | 3.65 | 607 | 11.17 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 51,602 | 92.89 | 1,698 | 117.97 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 57,744 | 16.51 | 1,900 | 31.67 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 753,444 | 7.27 | 24,795 | 21.23 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 12,501 | 411 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 613,713 | 1.21 | 20,197 | 14.39 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,439 | 6.83 | 508 | 20.95 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,690 | 56 | ||||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 17,946 | 36.70 | 591 | 54.45 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 164,990 | 7.00 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 395,629 | 14,070.09 | 13,020 | 15,974.07 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 74,554 | 1.65 | 2,454 | 14.89 | ||||
| 2025-07-29 | 13F | Schubert & Co | 60,104 | 6.38 | 1,978 | 20.24 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6,448 | 212 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,059 | 236.15 | 101 | 284.62 | ||||
| 2025-07-21 | 13F | 25 Llc | 14,759 | 0.08 | 486 | 13.05 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 497,163 | 27.47 | 16,362 | 44.06 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26,537 | 325.68 | 873 | 382.32 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 121,455 | 25.56 | 3,997 | 41.94 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5,844,562 | 455,083.96 | 192,345 | 519,748.65 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 59,143 | 4.89 | 1,946 | 18.59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 66,527 | 6.67 | 2,189 | 20.54 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 9,687 | 14.52 | 282 | 25.89 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 218,808 | 9.72 | 7,201 | 23.99 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21,489 | 2.11 | 707 | 15.52 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 175,535 | 1.97 | 6,005 | 14.23 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 640,588 | 13.91 | 21,082 | 28.74 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 27,832 | 63.59 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 179,530 | 6.26 | 5,908 | 20.11 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 34,278 | 0.87 | 1,128 | 14.05 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17,213 | 5.45 | 566 | 19.16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 60,504 | 1.72 | 1,997 | 15.24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 196,747 | 0.54 | 6,475 | 13.62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 68,644 | 94.49 | 2,259 | 119.96 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 559,075 | 894.78 | 18,399 | 1,024.63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 48,825 | 1,607 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6,654 | 219 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 18,413 | 93.17 | 606 | 115.30 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 4 | 0 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 99,425 | 21.69 | 3,272 | 37.54 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 118,780 | 41.07 | 3,909 | 59.49 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 140,262 | 6.80 | 4,616 | 20.69 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 51,364 | 8.53 | 1,690 | 22.64 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,917 | 96 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 74,943 | 4.52 | 2,466 | 18.16 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 22,056 | 3.15 | 726 | 16.56 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 36,538 | 0.10 | 1,202 | 13.18 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 21,940 | 1.05 | 722 | 14.24 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 199,945 | 21.85 | 6,580 | 37.71 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 93,976 | 336.06 | 3,093 | 393.14 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 52,367 | 29.98 | 1,723 | 46.89 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 21,551 | 15.69 | 628 | 26.92 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 999,351 | 61.57 | 32,889 | 82.60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 230,798 | 4.97 | 8 | 16.67 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 130,975 | 86.54 | 4,310 | 110.86 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 14,367 | 2.31 | 473 | 15.69 | ||||
| 2025-08-08 | 13F | Creative Planning | 601,117 | 1.30 | 19,783 | 14.49 | ||||
| 2025-07-14 | 13F | Friday Financial | 22,014 | 724 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 84,439 | 51.51 | 2,779 | 71.27 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 232,039 | 0.40 | 7,636 | 13.46 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 18,818 | 63.10 | 619 | 84.78 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8,610 | 7.18 | 283 | 21.46 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 19,749 | 1.81 | 650 | 23.15 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 27,130 | 46.96 | 893 | 66.11 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 202,657 | 26.00 | 6,669 | 42.41 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 30,164 | 0.88 | 993 | 14.02 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 2,198 | 20.44 | 72 | 35.85 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 38,591 | 19.10 | 1,270 | 34.68 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 106,817 | 9.39 | 3,515 | 23.64 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 212,291 | 24.39 | 7 | 50.00 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 215,494 | 9.01 | 7,092 | 23.19 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 766,388 | 106.68 | 25,222 | 133.57 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 20,881 | 34.72 | 687 | 52.11 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,520,459 | 8.09 | 82,948 | 22.16 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 9,600 | 316 | ||||||
| 2025-07-15 | 13F | Vestment Financial LLC | 107,034 | 2.24 | 3,530 | 15.51 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 133,562 | 0.36 | 4,396 | 13.42 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 27,210 | 1.48 | 895 | 11.46 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 41,261 | 1,893.29 | 1,358 | 2,161.67 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 101,879 | 20.43 | 3,353 | 36.09 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19,821 | 652 | ||||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 75,470 | 12.48 | 2,484 | 27.14 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 70,030 | 160.03 | 2,305 | 193.88 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 128,268 | 9.44 | 4,221 | 23.71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 24,131 | 26.05 | 794 | 42.55 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 57,254 | 59.42 | 1,884 | 80.29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 625,156 | 6.12 | 20,755 | 20.99 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 504,587 | 2.14 | 16,606 | 15.42 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 32,134 | 2.64 | 1,058 | 16.03 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 167,389 | 5.08 | 5,509 | 18.76 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,031,995 | 23.35 | 66,873 | 39.41 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 92,149 | 20.35 | 3 | 50.00 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 214,677 | 128.12 | 7,065 | 157.85 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10,000 | 329 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 130,029 | 6.48 | 4,279 | 20.37 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 14,508 | 477 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 776,987 | 25.05 | 25,571 | 41.33 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 342,279 | 2.81 | 11,264 | 16.18 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 95,919 | 19.14 | 3,157 | 34.64 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 18,340 | 2.06 | 604 | 15.30 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 68,974 | 3.10 | 2,270 | 16.48 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 27,643 | 30.42 | 910 | 47.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,858 | 117.31 | 61 | 154.17 | ||||
| 2025-07-09 | 13F | Efficient Frontier Advisors LLC | 67,280 | 4.95 | 2,214 | 18.65 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 10,429 | 1.34 | 343 | 14.72 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 60,400 | 139.68 | 1,988 | 171.08 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 473,731 | 1.07 | 13,795 | 10.77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 52,946 | 3.63 | 1,742 | 17.15 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 331,520 | 0.27 | 10,910 | 13.33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44,496 | 21.18 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 7,598 | 250 | ||||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 79,551 | 9.75 | 2,618 | 24.08 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 6,287 | 207 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 37,738 | 1.47 | 1,242 | 14.70 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,321 | 43 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10,541 | 9.44 | 347 | 23.57 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 141,608 | 2.82 | 4,657 | 16.13 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21,474 | 58.20 | 707 | 78.73 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 83,522 | 2.17 | 2,749 | 26.52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,337 | 209 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 21,215 | 17.76 | 698 | 33.21 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 145,578 | 1.85 | 4,791 | 15.09 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 987,935 | 4.25 | 32,513 | 17.82 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 11,658 | 20.43 | 384 | 36.30 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1,192 | 1.62 | 39 | 14.71 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 136,966 | 4.35 | 4,508 | 17.92 | ||||
| 2025-08-14 | 13F | Betterment LLC | 315,470 | 6.64 | 10 | 25.00 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 12,415 | 1.76 | 409 | 14.93 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6,553 | 216 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 15,216 | 0.02 | 501 | 12.87 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 54,456 | 1,792 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 40,381 | 50,376.25 | 1,329 | 14.58 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 517 | 17 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 231,317 | 5.84 | 7,613 | 19.61 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 84,313 | 9.88 | 2,775 | 24.17 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 858,564 | 12.96 | 28,255 | 27.67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 121,984 | 0.00 | 4,014 | 13.01 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 124,646 | 1.97 | 4,102 | 11.23 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 124,406 | 9.64 | 4,094 | 23.91 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 9,983 | 37.58 | 329 | 55.45 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 12,080 | 398 | ||||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 288,470 | 1.27 | 9,869 | 20.93 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 845,687 | 28,956 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 12,084 | 404 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 14,632 | 1.77 | 489 | 17.87 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 273,930 | 3.18 | 9,015 | 16.61 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 183,768 | 7.09 | 6,048 | 21.01 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14,279 | 39.84 | 470 | 57.91 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 444,756 | 0.51 | 14,637 | 13.58 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 136,150 | 2.77 | 4,481 | 16.15 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,863 | 1,625.00 | 61 | 1,933.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9,997 | 39.94 | 329 | 58.17 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 91,246 | 16.99 | 3,003 | 44.88 | ||||
| 2025-07-09 | 13F | Emprise Bank | 106,693 | 206.77 | 3,511 | 246.94 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1,581 | 52 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 222,934 | 10,376.22 | 7,337 | 34,833.33 | ||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 366,291 | 6.27 | 12,055 | 20.10 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 71,665 | 1.60 | 2,358 | 14.86 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 371,377 | 1.84 | 12,222 | 15.10 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10,861 | 41.90 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5,611 | 1.83 | 185 | 15.00 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56,240 | 0.11 | 1,851 | 13.15 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 19,585 | 7.16 | 645 | 21.05 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7,528 | 248 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1,364 | 45 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,382 | 28.41 | 342 | 45.11 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6,868 | 226 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 190,532 | 6.66 | 6,273 | 20.55 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 43,296 | 1.24 | 1,425 | 14.38 |
