Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Schwab Strategic Trust - Schwab International Small-Cap Equity ETF meliputi CSM Advisors, LLC, Vident Advisory, LLC, Divergent Planning, LLC, Ashton Thomas Securities, Llc, HORAN Wealth, LLC, TT Capital Management LLC, L2 Asset Management, LLC, FFOX - FundX Future Fund Opportunities ETF, Future Fund LLC, Compass Investment Advisers LLC, Ritholtz Wealth Management, Maseco Llp, Quantinno Capital Management LP, Aurelius Family Office LLC, Aspen Grove Capital, LLC, North Forty Two & Co., Tribridge Partners Financial LLC, Eaton Financial Holdings Company, LLC, Coordinated Financial Services, Inc., dan Cranbrook 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6,857 | 9.75 | 292 | 30.36 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 3,798 | 0.21 | 162 | 19.26 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 288 | 28,700.00 | 12 | 33.33 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,429 | 4.10 | 400 | 23.08 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 31 | 1,450.00 | 1 | |||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6,479 | 0.20 | 276 | 19.05 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 20,633 | 879 | ||||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 1,947 | 12.80 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 156,204 | 0.98 | 6,653 | 19.86 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 936 | 40 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 179,694 | 7.24 | 7,653 | 27.30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,369 | 1.63 | 58 | 20.83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 78,307 | 5.01 | 3,335 | 24.67 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 22,098 | 0.19 | 1 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 12 | 0 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 204 | 2.51 | 9 | 14.29 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3,420 | 146 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 13 | 1 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 29,170 | 5.70 | 1,242 | 25.45 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 8,633 | 2.55 | 368 | 21.52 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,130 | 2.70 | 90 | 21.62 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 20,344 | 13.46 | 866 | 40.81 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 20,633 | 879 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 71,621 | 17.25 | 3,050 | 39.21 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 122,492 | 8.01 | 4,395 | 12.90 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,717 | 0.03 | 243 | 18.54 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 19,337 | 0.04 | 824 | 18.76 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15,056 | 1.21 | 641 | 20.26 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 527 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12,418 | 1.72 | 529 | 20.55 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,416 | 4.68 | 571 | 24.40 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,370,973 | 9.54 | 58,390 | 30.03 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 49,256 | 61.51 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 41,409 | 1,764 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 28,871 | 196.11 | 1,230 | 208.02 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 75,592 | 2.81 | 3,219 | 22.02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 177,408 | 9.47 | 7,556 | 29.94 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,178 | 1.69 | 221 | 20.88 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 9,169 | 59.32 | 391 | 89.32 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 27,332 | 2.86 | 1,164 | 22.14 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 103 | 4 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 416 | 18 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 28,422 | 1,104 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 2,401 | 0.08 | 102 | 18.60 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29,343 | 112.41 | 1 | |||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 88,965 | 52.96 | 3,789 | 81.64 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 5,119 | 218 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 415 | 18 | ||||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 94,160 | 35.88 | 4,010 | 61.30 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 928 | 40 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11,123 | 37.78 | 474 | 63.67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 21,484 | 1.15 | 915 | 19.95 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 33,857 | 10.43 | 1,442 | 31.12 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 169,321 | 3.90 | 7,211 | 23.33 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 5,139 | 219 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 120,844 | 0.37 | 5,147 | 19.15 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 377,943 | 2.29 | 16,097 | 21.42 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 664 | 28.68 | 28 | 55.56 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 35,990 | 11.04 | 1,533 | 31.84 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 5,126 | 218 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,355 | 0.22 | 58 | 18.75 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,963 | 67.90 | 211 | 99.06 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10,749 | 1.70 | 386 | 6.35 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 18,270 | 0.05 | 778 | 18.78 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 21 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 223,394 | 13.20 | 9,514 | 34.38 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3,421,181 | 68.34 | 145,707 | 99.82 | ||||
| 2025-07-21 | 13F | 25 Llc | 30,298 | 77.85 | 1,290 | 111.13 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 9,925 | 3.55 | 423 | 23.03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 854 | 4.15 | 36 | 24.14 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 303 | 13 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 41,755 | 11.20 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 | 0 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 199,361 | 2.53 | 8,491 | 21.70 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 207,802 | 170.52 | 8,850 | 221.12 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 5,512 | 235 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1,290 | 737.66 | 55 | 980.00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 15,815 | 0.11 | 674 | 18.90 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 5,093 | 148.20 | 217 | 195.89 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 80,545 | 6.33 | 3,430 | 26.24 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 4,753 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 17,330 | 31.24 | 738 | 56.03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 613,706 | 33.88 | 25,979 | 57.07 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 617,177 | 0.49 | 26,286 | 19.29 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 58,300 | 22.74 | 2,483 | 45.66 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 42,373 | 6.86 | 1,805 | 26.86 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 146,095 | 4.57 | 6,222 | 24.14 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1,439,930 | 23.89 | 2,843,569 | 6,718.94 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4,315 | 15,310.71 | 184 | 18,200.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 467 | 20 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12,111 | 0.45 | 516 | 19.21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 370 | 2,076.47 | 16 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 54 | 2 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11,731 | 0.75 | 500 | 19.66 | ||||
| 2025-07-16 | 13F | American National Bank | 5 | 0 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 38,025 | 56.12 | 1,619 | 85.45 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 46,967 | 13.13 | 2,000 | 34.32 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 5,545 | 236 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 14,678 | 20.15 | 625 | 42.69 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 16,636 | 571 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 113,132 | 5.01 | 4,818 | 24.66 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 40 | 2 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 23 | 1 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 276,173 | 0.94 | 11,762 | 19.82 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 391,600 | 17 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 340 | 14 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 115,195 | 3.45 | 4,906 | 22.80 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 890 | 351.78 | 38 | 428.57 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 6,257 | 0.02 | 266 | 18.75 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9,721 | 414 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 19,230 | 125.10 | 819 | 167.32 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 378 | 0 | ||||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 111,822 | 2.37 | 4,763 | 21.51 | ||||
| 2025-08-07 | 13F | Commerce Bank | 30,907 | 0.16 | 1,316 | 18.88 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 11,083 | 0.06 | 472 | 18.89 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 13,220 | 8.08 | 563 | 28.54 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 182,971 | 1.11 | 7,793 | 20.02 | ||||
| 2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 49,455 | 10.92 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2,307 | 98 | ||||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 4,729 | 201 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 118,631 | 4.68 | 5,052 | 24.25 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 100,176 | 48.26 | 4,267 | 75.99 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 32,940 | 7.24 | 1,403 | 27.22 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 26,492 | 5.18 | 1,131 | 37.97 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 136,723 | 4.09 | 5,823 | 23.58 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 15,803 | 0.13 | 673 | 18.90 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 59,605 | 156.71 | 2,539 | 204.68 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 16,864 | 1.80 | 718 | 20.88 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 313 | 0.32 | 13 | 18.18 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3,241 | 900.31 | 138 | 1,154.55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 332,166 | 3.59 | 14,147 | 22.96 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 212 | 9 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 4,376 | 0.21 | 186 | 19.23 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 569 | 24 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,402 | 60 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 68,290 | 32.79 | 3 | 100.00 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 29,538 | 16.64 | 1,258 | 38.55 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 106,664 | 8.99 | 4,543 | 29.36 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 698,854 | 8.87 | 29,764 | 29.23 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 307,182 | 13,083 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 211 | 9 | ||||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 4,767 | 203 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 10,558 | 0.02 | 448 | 18.52 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 17,865 | 26.19 | 761 | 49.90 | ||||
| 2025-07-28 | NP | AIOIX - International Opportunities Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,522 | 1,742.00 | 1,227 | 1,979.66 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9,756 | 415 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6,874 | 3.87 | 0 | |||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 20,278 | 2.53 | 1 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 178 | 150.70 | 8 | 250.00 | ||||
| 2025-06-18 | NP | RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I | 522,438 | 129.31 | 19,764 | 145.96 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 450 | 19 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 23,063 | 4.23 | 982 | 23.83 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 19,629 | 0.20 | 836 | 19.09 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 70,221 | 0.18 | 2,991 | 18.93 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12,199 | 13.45 | 520 | 34.81 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 522,438 | 129.31 | 22 | 175.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6,919 | 16.32 | 295 | 38.03 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 79,105 | 0.97 | 3,369 | 19.89 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 2,596 | 0.12 | 111 | 18.28 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 137 | 6 | ||||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 55,530 | 2.71 | 2,365 | 21.97 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 | 0 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 11,770 | 501 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 56,123 | 0.22 | 2,390 | 18.96 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 130,904 | 5,557 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 800 | 34 | ||||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 4,063 | 95.24 | 173 | 133.78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6,570 | 40.32 | 280 | 67.07 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 3,576 | |||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 55,220 | 0.33 | 2,352 | 19.10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 204,064 | 13.04 | 9 | 33.33 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 73,658 | 8.71 | 3,137 | 29.04 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 944 | 40 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 162,784 | 7.72 | 6,933 | 27.87 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 62 | 226.32 | 3 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 330 | 0.30 | 14 | 27.27 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 19,694 | 1.67 | 839 | 20.75 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 184,848 | 0.03 | 7,873 | 18.73 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 91,275 | 3,918 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 5,302 | 226 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1,160,858 | 0.32 | 49,441 | 19.08 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 37 | 2 | ||||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 243,900 | 10,388 | ||||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 292,662 | 16.07 | 12,464 | 37.77 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 4,917 | 209 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 189,710 | 1.53 | 8,080 | 134,550.00 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 49,926 | 51.13 | 2,126 | 69.54 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 83,403 | 4.34 | 3,552 | 23.85 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 5,315 | 226 | ||||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 5,150 | 219 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 19,303 | 5.37 | 822 | 25.11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,578 | 67 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 21,443 | 0.26 | 913 | 19.04 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 93,876 | 2.14 | 3,998 | 21.26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 164 | 156.25 | 7 | 200.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 7 | 0 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 1,766 | 75 | ||||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 340 | 30.27 | 14 | 55.56 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 144,189 | 0.57 | 6,141 | 19.38 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 585 | 21 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 346,215 | 0.68 | 14,745 | 19.51 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 22,604 | 963 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 20,247 | 1.81 | 862 | 20.90 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | Leisure Capital Management | 26,055 | 0.66 | 1,110 | 19.50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 720 | 1,209.09 | 31 | 2,900.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,171 | 6.89 | 604 | 26.68 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 17,696 | 5.16 | 754 | 24.88 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 153,314 | 0.88 | 6,582 | 22.30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 11,545 | 7.41 | 492 | 27.53 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 1,925,206 | 7.26 | 82,707 | 28.42 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 4,803 | 0 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 37 | 2 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 13,974 | 6.19 | 595 | 23.96 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 38,534 | 12.95 | 1,641 | 33.99 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 9,860 | 420 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 43,282 | 1,843 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 29,077 | 0.07 | 1,238 | 18.81 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2,917 | 116.88 | 124 | 158.33 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 1 | 0 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 21,988 | 0.19 | 936 | 18.93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 374,149 | 2.06 | 15,935 | 26.62 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 24,337 | 27.47 | 1,037 | 51.24 |
