AVDE - American Century ETF Trust - Avantis International Equity ETF Aksjer - aksjekurs, institusjonelt eierskap, aksjonærer (ARCA).

American Century ETF Trust - Avantis International Equity ETF
US ˙ ARCA ˙ US0250727031

Grunnleggende statistikk
Institusjonelle eiere 512 total, 512 long only, 0 short only, 0 long/short - change of 14,54% MRQ
Gjennomsnittlig porteføljeallokering 1.3401 % - change of −4,81% MRQ
Institusjonelle aksjer (Long) 88 665 812 (ex 13D/G) - change of 10,38MM shares 13,26% MRQ
Institusjonell verdi (Long) $ 6 326 751 USD ($1000)
Institusjonelt eierskap og aksjonærer

American Century ETF Trust - Avantis International Equity ETF (US:AVDE) har 512 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 88,665,812 aksjer. De største aksjonærene inkluderer Wealth Enhancement Advisory Services, Llc, CI Private Wealth, LLC, American Century Companies Inc, Rockwood Wealth Management, LLC, HighTower Advisors, LLC, Annex Advisory Services, LLC, Bank Of America Corp /de/, LPL Financial LLC, Maseco Llp, and Morgan Stanley .

American Century ETF Trust - Avantis International Equity ETF (ARCA:AVDE) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.

The share price as of September 9, 2025 is 77,78 / share. Previously, on September 10, 2024, the share price was 63,97 / share. This represents an increase of 21,59% over that period.

AVDE / American Century ETF Trust - Avantis International Equity ETF Institutional Ownership
Fondssentiment-score

Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.

Oppdateringsfrekvens: Daglig

Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.

Institusjonell Put/Call-forhold

I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.

Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.

AVDE / American Century ETF Trust - Avantis International Equity ETF Historical Put/Call Ratio
13F- og NPORT-arkiveringer

Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.

Oppgrader for å låse opp premiedata og eksportere til Excel. .

Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)
Aksjer Δ Aksjer
(%)
Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-05-15 13F/A Orion Portfolio Solutions, LLC 54 709 −5,10 3 626 2,49
2025-07-08 13F Holcombe Financial, Inc. 82 529 −6,05 6 108 4,91
2025-08-11 13F United Capital Financial Advisers, Llc 4 778 −2,43 354 8,95
2025-07-23 13F Quarry Hill Advisors, Llc 39 098 −7,78 2 894 2,99
2025-08-07 13F PCG Wealth Advisors, LLC 0 −100,00 0
2025-07-22 13F Awm Capital, Llc 183 400 −1,84 13 573 9,63
2025-07-15 13F SJS Investment Consulting Inc. 35 004 0,00 2 591 11,69
2025-07-25 13F Lion Street Advisors, LLC 12 732 11,83 942 24,93
2025-07-31 13F CAP Partners, LLC 28 905 6,07 2 139 18,50
2025-07-01 13F Stonehearth Capital Management, LLC 4 442 329
2025-08-05 13F Bank Of Montreal /can/ 1 537 6 048,00 114 11 200,00
2025-07-10 13F Vista Investment Partners Llc 92 333 24,15 6 834 38,66
2025-08-06 13F Modera Wealth Management, LLC 402 871 −2,63 29 817 8,74
2025-08-13 13F D L Carlson Investment Group Inc 176 984 8,36 13 099 21,02
2025-07-29 13F Signature Estate & Investment Advisors Llc 11 043 −83,40 817 −81,47
2025-07-29 13F Aspiriant, Llc 5 570 0,00 412 11,65
2025-08-06 13F Savant Capital, LLC 351 411 1,31 26 008 13,14
2025-08-14 13F GWM Advisors LLC 187 592 17,57 13 884 31,29
2025-08-14 13F Modern Wealth Management, LLC 106 261 105,41 7 864 129,40
2025-08-14 13F Clarity Asset Management, Inc. 2 759 3,96 204 16,57
2025-08-15 13F ROSS\JOHNSON & Associates LLC 0 −100,00 0
2025-08-13 13F Correct Capital Wealth Management 497 835 49,58 36 845 67,05
2025-07-10 13F Websterrogers Financial Advisors, Llc 205 995 −2,04 15 246 9,40
2025-07-15 13F Smith & Howard Wealth Management, LLC 0 −100,00 0
2025-08-04 13F REDW Wealth LLC 46 416 12,76 3 435 25,92
2025-07-17 13F Independence Bank of Kentucky 29 076 2 152
2025-08-15 13F North Ridge Wealth Advisors, Inc. 25 633 19,08 1 897 33,03
2025-07-15 13F Bannerman Wealth Management Group, Llc 8 332 −3,17 617 8,07
2025-08-08 13F Your Advocates Ltd., LLP 818 −20,43 61 −11,76
2025-08-13 13F Trustmark National Bank Trust Department 4 839 0,00 358 11,88
2025-04-16 13F Salem Investment Counselors Inc 0 −100,00 0
2025-07-28 13F Ritholtz Wealth Management 2 737 203
2025-07-15 13F Marquette Asset Management, LLC 497 0,00 37 12,50
2025-07-15 13F Missouri Trust & Investment Co 0 −100,00 0
2025-07-30 13F Strategic Blueprint, LLC 286 578 5,34 21 210 17,64
2025-07-30 13F Citizens & Northern Corp 30 873 −0,26 2 285 11,36
2025-08-06 13F Vestmark Advisory Solutions, Inc. 59 396 4 396
2025-08-11 13F Slagle Financial, LLC 0 −100,00 0
2025-07-29 13F Ifrah Financial Services, Inc. 11 556 −1,18 855 10,47
2025-07-15 13F Family Investment Center, Inc. 223 030 24,46 16 506 39,00
2025-08-25 13F BLVD Private Wealth, LLC 59 028 4 369
2025-08-15 13F Equitable Holdings, Inc. 19 113 30,57 1 415 45,77
2025-07-08 13F Advance Capital Management, Inc. 89 447 6 620
2025-07-29 13F Lutz Financial Services LLC 158 213 10,10 11 709 22,95
2025-07-22 13F SOL Capital Management CO 20 243 −9,06 1 0,00
2025-07-22 13F HFM Investment Advisors, LLC 63 5
2025-07-28 NP AVMA - Avantis Moderate Allocation ETF 30 314 −7,03 2 209 3,27
2025-08-08 13F Advyzon Investment Management, LLC 22 701 78,93 1 680 100,00
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-04 13F Assetmark, Inc 997 433,16 74 508,33
2025-04-17 13F Vista Wealth Management Group, LLC 1 220 027 3,45 80 851 11,71
2025-03-12 13F/A Private Capital Management Llc 32 262 0,58 2 009 −1,76
2025-08-01 13F Zhang Financial LLC 292 764 12,40 21 668 25,53
2025-07-10 13F Atticus Wealth Management, Llc 55 4
2025-07-23 13F L.K. Benson & Company, P.C. 30 268 −1,28 2 240 10,24
2025-08-15 13F Morgan Stanley 1 702 820 76,44 126 026 97,05
2025-07-21 13F Trellis Wealth Advisors LLC 265 169 1,34 19 625 13,18
2025-08-07 13F 1620 Investment Advisors, Inc. 2 147 2,63 159 14,49
2025-07-21 13F Creative Capital Management Investments LLC 1 775 29,56 131 45,56
2025-07-08 13F Apella Capital, LLC 542 167 32,38 39 849 53,25
2025-07-07 13F Accelerate Investment Advisors LLC 6 013 −2,98 445 8,54
2025-07-03 13F Collective Family Office Llc 32 633 −3,55 2 415 7,72
2025-08-14 13F Jane Street Group, Llc 258 505 −69,59 19 132 −66,04
2025-08-14 13F UBS Group AG 782 569 63,27 57 918 82,34
2025-07-15 13F Armis Advisers, LLC 25 648 −7,88 1 898 2,87
2025-07-15 13F ACT Advisors, LLC. 400 682 29 654
2025-08-13 13F Copley Financial Group, Inc. 4 008 −6,00 297 4,96
2025-08-12 13F Accredited Wealth Management, LLC 37 367 2 766
2025-08-13 13F JRM Investment Counsel, LLC 222 000 16 430
2025-08-13 13F Brown Advisory Inc 9 044 −12,70 669 −2,48
2025-08-14 13F Disciplina Capital Management LLC 222 580 −1,38 16 473 10,14
2025-07-30 13F Clune & Associates, Ltd. 29 316 −0,88 2 170 10,66
2025-08-11 13F Principal Securities, Inc. 15 −89,86 1 −88,89
2025-08-14 13F Aprio Wealth Management, LLC 6 265 0,40 464 12,11
2025-07-14 13F Park Avenue Securities Llc 278 983 11,54 21 25,00
2025-07-03 13F Lam Group, Inc. 21 270 1,75 1 574 13,65
2025-08-08 13F RAM Investment Partners, LLC 27 227 8,50 2 015 21,24
2025-08-12 13F Burk Holdings LLC 90 692 −0,13 6 712 11,55
2025-08-14 13F Certified Advisory Corp 27 581 50,22 2 041 67,85
2025-08-13 13F ESL Trust Services, LLC 734 503 6,53 54 361 18,98
2025-07-25 13F Almanack Investment Partners, LLC. 4 125 0,00 305 11,72
2025-07-29 13F Werba Rubin Papier Wealth Management 752 507 1,87 55 693 13,77
2025-08-14 13F Old Mission Capital Llc 45 468 3 365
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 3 470 0,00 230
2025-08-14 13F IHT Wealth Management, LLC 36 999 −14,46 2 738 −4,47
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 3 064 227
2025-08-01 13F Red Lighthouse Investment Management, Llc 296 552 −7,72 21 948 7,15
2025-08-12 13F Steward Partners Investment Advisory, Llc 12 789 97,54 947 120,51
2025-08-12 13F/A Cozad Asset Management Inc 8 176 91,12 605 113,78
2025-07-01 13F Harbor Investment Advisory, Llc 2 190 162
2025-07-11 13F Rockwood Wealth Management, LLC 2 546 918 −10,46 188 497 0,00
2025-08-06 13F AE Wealth Management LLC 35 745 148,57 2 645 177,84
2025-07-30 13F Greenup Street Wealth Management Llc 856 998 8,56 63 426 21,24
2025-07-08 13F Nbc Securities, Inc. 1 342 −0,30 0
2025-08-07 13F Lakeridge Wealth Management LLC 76 842 18,38 5 687 32,23
2025-08-12 13F Winnow Wealth Llc 34 354 2 543
2025-07-11 13F Annex Advisory Services, LLC 2 342 328 −38,20 173 356 −30,98
2025-07-17 13F Symmetry Partners, LLC 56 007 −36,20 4 145 −28,74
2025-05-15 13F M Wealth Management, LLC 0 −100,00 0
2025-07-17 13F Catalytic Wealth RIA, LLC 3 551 263
2025-08-13 13F First Trust Advisors Lp 10 792 −14,59 799 −4,66
2025-07-17 13F HB Wealth Management, LLC 1 696 199 −15,52 125 536 −5,65
2025-07-23 13F Mainsail Asset Management, Llc 3 540 1,72 262 13,91
2025-06-27 NP TWSMX - Strategic Allocation: Moderate 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 227 926 −40,92 15 715 −36,21
2025-07-25 13F Fifth Third Wealth Advisors LLC 21 500 1 591
2025-08-14 13F CoreCap Advisors, LLC 55 671 19,55 4 120 33,55
2025-05-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-08-14 13F Freedom Financial Partners LLC 240 798 4,48 17 822 16,70
2025-08-13 13F Townsquare Capital Llc 16 667 −15,98 1 234 −6,16
2025-07-23 13F HTG Investment Advisors, Inc. 272 493 3,67 20 167 15,78
2025-08-12 13F Passive Capital Management, LLC. 197 888 1,05 14 632 12,75
2025-07-14 13F UMA Financial Services, Inc. 70 0,00 5 25,00
2025-08-05 13F Simplex Trading, Llc 0 −100,00 0
2025-08-14 13F Bank of Marin 6 273 464
2025-08-04 13F Arcadia Wealth Management, Inc. 43 500 3,98 3 219 16,13
2025-07-09 13F Bank of New Hampshire 1 614 119
2025-08-14 13F Smartleaf Asset Management LLC 2 773 1 075,00 205 1 260,00
2025-08-15 13F CI Private Wealth, LLC 4 047 220 4,13 299 535 16,30
2025-08-12 13F Nemes Rush Group LLC 815 30,40 60 46,34
2025-07-16 13F Falcon Wealth Planning 49 829 −1,07 3 688 10,49
2025-07-22 13F Accel Wealth Management 3 155 0,00 234 11,48
2025-08-12 13F Clearwater Capital Advisors, LLC 22 159 −28,90 1 640 −20,63
2025-07-28 13F Eq Wealth Advisors, Llc 2 0
2025-07-15 13F Oak Wealth Advisors LLC 296 116 5,26 21 916 17,55
2025-08-07 13F Resources Investment Advisors, LLC. 537 465 −27,67 39 778 −19,22
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 26 996 −17,89 1 998 −8,31
2025-08-25 13F/A Promus Capital, LLC 2 759 204
2025-07-15 13F Garrett Investment Advisors LLC 579 123 10,53 42 861 23,44
2025-07-30 13F Crewe Advisors LLC 788 58
2025-07-30 13F Bayshore Asset Management, Llc 60 561 1,07 4 482 12,90
2025-08-07 13F Allworth Financial LP 5 055 5,89 374 15,08
2025-07-17 13F Nova R Wealth, Inc. 23 792 0,93 1 761 12,68
2025-07-23 13F Austin Asset Management Co Inc 45 175 −35,96 3 343 −28,49
2025-08-11 13F Stonebrook Private Inc. 4 942 0,24 366 11,96
2025-08-14 13F Capital Planning Advisors, LLC 289 040 21 392
2025-07-28 13F BRYN MAWR TRUST Co 2 175 0,00 161 11,11
2025-07-14 13F AdvisorNet Financial, Inc 642 234,38 48 291,67
2025-08-11 13F Private Advisor Group, LLC 158 517 285,23 11 732 330,34
2025-08-11 13F Rothschild Investment Llc 181 1,69 13 18,18
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 13 946 0,85 1 032 12,66
2025-08-14 13F Ausdal Financial Partners, Inc. 8 554 −2,12 633 9,33
2025-08-04 13F Creative Financial Designs Inc /adv 20 1
2025-08-13 13F Greenwich Wealth Management LLC 27 613 1,93 2 100,00
2025-08-12 13F Accordant Advisory Group Inc 34 354 2 543
2025-07-18 13F Consolidated Portfolio Review Corp 7 989 1,67 591 13,65
2025-08-01 13F Bessemer Group Inc 773 0
2025-05-05 13F Keyes, Stange & Wooten Wealth Management, LLC 0 −100,00 0
2025-07-16 13F Perigon Wealth Management, LLC 114 952 9,93 8 508 22,77
2025-07-09 13F Hardin Capital Partners, LLC 11 519 27,07 852 41,83
2025-07-21 13F Life Planning Partners, Inc 18 896 15,01 1 398 28,49
2025-07-25 13F NorthRock Partners, LLC 21 0,00 2 0,00
2025-08-19 13F Advisory Services Network, LLC 53 635 227,86 3 933 262,82
2025-07-22 13F Visionary Horizons, LLC 8 980 −4,65 665 6,41
2025-07-11 13F Grove Bank & Trust 34 429 22,74 2 548 37,14
2025-08-08 13F Cetera Investment Advisers 4 756 22,33 352 36,58
2025-07-28 NP SPILX - Symmetry Panoramic International Equity Fund Class I Shares 54 104 0,00 3 943 11,07
2025-07-17 13F Sage Rhino Capital Llc 113 184 9,92 8 377 22,76
2025-08-05 13F WorthPointe, LLC 147 062 −10,01 10 884 0,50
2025-08-06 13F Horan Securities, Inc. 7 626 564
2025-07-29 13F Private Trust Co Na 17 099 10,79 1 265 23,78
2025-07-14 13F ABLE Financial Group, LLC 96 221 7 121
2025-08-04 13F Haven Private, LLC 32 923 −7,84 2 437 2,92
2025-08-13 13F Renaissance Technologies Llc 22 700 63,31 1 680 82,41
2025-04-30 13F Adapt Wealth Advisors, Llc 0 −100,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 3 798 23,03 281 37,75
2025-08-14 13F Aqr Capital Management Llc 48 158 25,40 3 564 40,04
2025-09-09 13F Cambridge Financial Group, LLC 3 000 222
2025-07-30 13F D.a. Davidson & Co. 44 803 −7,29 3 316 3,53
2025-08-08 13F Pacific Life Fund Advisors LLC 551 719 −12,22 40 833 −1,97
2025-07-08 13F Atlas Brown,Inc. 3 106 230
2025-07-29 13F Stratos Wealth Partners, LTD. 209 549 −0,14 15 509 11,52
2025-08-05 13F Bank of New York Mellon Corp 431 240 30,94 31 916 46,24
2025-08-11 13F Paul R. Ried Financial Group, LLC 45 935 −0,65 3 400 10,97
2025-06-27 NP AACRX - Strategic Allocation: Conservative Fund R 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 73 081 −36,63 5 039 −31,60
2025-07-09 13F GEM Asset Management, LLC 11 695 2,48 860 13,47
2025-08-29 13F Evolution Wealth Management Inc. 433 32
2025-08-06 13F Cannon Financial Strategists, Inc. 274 186 −6,74 20 293 4,15
2025-08-05 13F Transatlantique Private Wealth Llc 5 112 378
2025-07-16 13F Plancorp, LLC 880 610 −1,51 65 174 9,99
2025-07-30 13F Parcion Private Wealth LLC 5 390 0,00 399 11,48
2025-08-06 13F Cetera Trust Company, N.A 29 437 0,00 2 179 11,69
2025-08-28 13F Midwestern Financial, LLC /IA 66 986 4 958
2025-07-15 13F RVW Wealth, LLC 316 195 −2,16 23 402 9,27
2025-08-08 13F Good Life Advisors, LLC 19 016 4,29 1 407 16,47
2025-05-13 13F RW Investment Management LLC 0 −100,00 0
2025-08-14 13F Advisor OS, LLC 14 609 −21,93 1 081 −12,82
2025-08-04 13F Joseph P. Lucia & Associates, LLC 8 211 608
2025-07-22 13F USAdvisors Wealth Management, LLC 15 390 1,09 1 0,00
2025-08-14 13F Ieq Capital, Llc 3 949 1,15 292 13,18
2025-07-17 13F Summit Financial Strategies, Inc. 3 506 259
2025-07-18 13F Fmb Wealth Management 65 768 2,06 4 867 13,98
2025-07-22 13F Merit Financial Group, LLC 6 502 481
2025-08-04 13F Pensionmark Financial Group, Llc 189 774 −4,07 14 045 7,14
2025-04-28 13F Pinnacle Financial Partners Inc 16 590 21,44 1 099 31,15
2025-04-14 13F Greenspring Advisors, LLC 3 858 0,00 256 8,05
2025-08-04 13F Spire Wealth Management 5 496 5,01 407 17,34
2025-08-07 13F Fonville Wealth Management LLC 23 534 0,00 1 742 11,67
2025-04-23 13F GHP Investment Advisors, Inc. 0 −100,00 0
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-08-14 13F Operose Advisors LLC 125 0,00 9 12,50
2025-08-14 13F Herold Advisors, Inc. 41 845 −6,63 3 097 4,24
2025-07-23 13F Armbruster Capital Management, Inc. 42 852 4,06 3 171 16,20
2025-07-31 13F CVA Family Office, LLC 235 364 10,36 17 419 23,25
2025-08-14 13F Glenview Trust Co 11 489 0,00 850 11,70
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 50 789 132,82 3 755 159,86
2025-07-17 13F Sound Income Strategies, LLC 0 −100,00 0
2025-08-07 13F CENTRAL TRUST Co 76 899 36,41 5 691 52,37
2025-08-05 13F Bridgewater Advisors Inc. 442 017 6,84 32 877 15,14
2025-07-16 13F Meredith Wealth Planning 36 404 16,48 2 694 30,08
2025-08-15 13F/A Symphony Financial, Ltd. Co. 212 876 3 139,14 15 789 3 554,63
2025-07-09 13F Breakwater Capital Group 11 457 11,64 848 24,56
2025-07-17 13F Global Trust Asset Management, LLC 1 787 0,00 132 11,86
2025-07-29 13F Activest Wealth Management 8 524 0,37 631 12,10
2025-08-12 13F Jacobi Capital Management LLC 3 793 −0,39 281 11,11
2025-07-17 13F CWA Asset Management Group, LLC 8 086 0,00 598 11,78
2025-08-04 13F Savvy Advisors, Inc. 4 298 −16,14 318 −6,19
2025-08-14 13F Integrated Wealth Concepts LLC 6 649 −0,64 492 11,06
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-07-29 13F Kelman-Lazarov, Inc. 72 185 −2,21 5 342 9,22
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F SageView Advisory Group, LLC 18 591 −1,55 1 383 10,47
2025-07-25 13F Transcendent Capital Group LLC 29 559 3,76 2 188 15,90
2025-07-14 13F GAMMA Investing LLC 160 12
2025-07-17 13F LexAurum Advisors, LLC 44 534 13,01 3 296 26,20
2025-07-09 13F Heritage Wealth Architects, Inc. 94 193 0,94 6 971 12,74
2025-07-11 13F Pinnacle Bancorp, Inc. 135 0,00 10 12,50
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 4 434 0,00 328 11,95
2025-07-21 13F Ameritas Advisory Services, LLC 1 560 115
2025-08-06 13F Rialto Wealth Management, LLC 19 696 1,86 1 458 13,74
2025-05-14 13F CIBC Private Wealth Group, LLC 0 −100,00 0
2025-07-24 13F Morton Brown Family Wealth, LLC 1 0,00 0
2025-07-18 13F Dogwood Wealth Management LLC 183 −20,43 14 −13,33
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 7 000 0,06 518 11,88
2025-07-28 NP AVNM - Avantis All International Markets Equity ETF 1 701 735 170,61 124 005 200,60
2025-07-29 13F Flagstone Financial Management 55 825 0,08 4 132 11,77
2025-08-05 13F AGH Wealth Advisors, LLC 114 297 0,45 8 460 12,19
2025-08-14 13F Wells Fargo & Company/mn 717 409 29,84 53 095 45,00
2025-07-30 13F Caliber Wealth Management, LLC / KS 277 860 2,44 20 564 14,41
2025-07-23 13F Elevate Wealth Advisory, Inc 221 −63,35 16 −58,97
2025-08-15 13F Brown Financial Advisors 71 278 −2,95 5 275 8,38
2025-08-01 13F Motco 41 978 12,81 3 078 24,82
2025-08-14 13F Family Office Research LLC 48 512 2,48 3 590 14,44
2025-08-14 13F Glenmede Investment Management, LP 317 23
2025-08-14 13F Eaton-Cambridge Inc. 19 363 3,24 1 433 15,38
2025-08-08 13F Truepoint, Inc. 17 159 −3,89 1 270 7,27
2025-08-14 13F Qube Research & Technologies Ltd 176 −64,30 13 −59,37
2025-07-18 13F Broadway Wealth Solutions, Inc. 176 150 5,33 13 037 17,62
2025-08-14 13F Financial Advisory Service, Inc. 180 736 0,95 13 376 12,74
2025-07-14 13F Pacifica Partners Inc. 109 8
2025-07-25 13F Atria Wealth Solutions, Inc. 5 459 22,51 404 36,95
2025-07-07 13F Versant Capital Management, Inc 648 602 −0,80 48 003 10,79
2025-07-21 13F Keb Asset Management, Llc 4 035 0,00 299 11,61
2025-07-24 13F Eastern Bank 550 19,05 41 33,33
2025-07-31 13F MN Wealth Advisors, LLC 8 650 3,06 640 15,11
2025-08-08 13F Glassman Wealth Services 336 25
2025-08-12 13F Global Retirement Partners, LLC 20 800 −76,15 1 539 −71,24
2025-07-09 13F Lifestyle Asset Management, Inc. 87 032 6 441
2025-07-22 13F Simplicity Wealth,LLC 821 790 110,60 60 821 135,20
2025-08-11 13F Cornerstone Planning Group LLC 0 −100,00 0
2025-07-08 13F Atwood & Palmer Inc 731 327 2,91 54 126 14,93
2025-08-08 13F Tortoise Investment Management, LLC 34 795 15,59 2 575 29,14
2025-07-15 13F Level Financial Advisors, Inc. 30 411 22,14 2 251 36,36
2025-07-22 13F Evensky & Katz LLC 60 880 −41,94 5 −33,33
2025-08-14 13F Betterment LLC 15 268 7,96 1
2025-08-12 13F Cooper/haims Advisors, Llc 6 684 1,70 495 13,56
2025-08-11 13F HighTower Advisors, LLC 2 366 031 −6,46 175 110 4,47
2025-07-10 13F Wedmont Private Capital 69 691 0,38 5 196 16,53
2025-08-14 13F/A Rockefeller Capital Management L.P. 268 563 12,64 19 876 25,80
2025-08-01 13F Envestnet Asset Management Inc 1 690 757 22,73 125 133 37,06
2025-08-05 13F Integrity Wealth Solutions LLC 8 947 662
2025-08-14 13F Camarda Financial Advisors, LLC 9 677 2,04 716 14,01
2025-07-28 13F Brown Financial Advisory 25 603 0,00 1 895 11,67
2025-08-12 13F Hill Investment Group Partners, LLC 139 843 5,44 10 350 17,75
2025-08-11 13F Plum Street Advisors, LLC 43 563 0,26 3 224 11,98
2025-07-29 13F Mattson Financial Services, LLC 38 700 −5,55 2 864 5,49
2025-07-31 13F Orion Capital Management LLC 48 965 29,87 3 624 45,04
2025-04-22 13F Acorn Creek Capital Llc 0 −100,00 0
2025-07-30 13F EnRich Financial Partners LLC 9 584 709
2025-08-06 13F New Dimensions Wealth Management, LLC 5 396 0,00 399 11,76
2025-08-01 13F Transcend Wealth Collective, Llc 3 567 264
2025-08-05 13F Plante Moran Financial Advisors, LLC 81 6
2025-08-14 13F Bank Of America Corp /de/ 2 255 718 18,79 166 946 32,66
2025-08-13 13F Baird Financial Group, Inc. 7 011 2,43 519 14,35
2025-08-06 13F Paladin Advisory Group, LLC 70 5
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-01 13F Redwood Park Advisors LLC 1 409 1,15 104 13,04
2025-07-25 13F BCR Wealth Strategies, LLC 335 263 1,17 25 14,29
2025-08-08 13F L & S Advisors Inc 5 393 0,00 399 11,76
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 3 645 270
2025-07-16 13F Magnus Financial Group LLC 15 561 1,35 1 152 13,18
2025-08-13 13F WCG Wealth Advisors LLC 318 824 5,22 23 596 17,51
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 234 416 −0,56 17 349 17,60
2025-07-28 13F WealthPlan Investment Management, LLC 4 004 296
2025-08-07 13F Cascade Financial Partners, LLC 37 323 0,00 2 762 11,69
2025-04-28 13F Great Point Wealth Advisors, LLC 86 424 −0,87 5 727 7,05
2025-07-15 13F EWG Elevate Inc. 4 188 310
2025-07-15 13F Maseco Llp 1 745 849 129 140
2025-07-29 13F Financial Symmetry Inc 139 279 9,61 10 308 22,42
2025-07-10 13F NorthCrest Asset Manangement, LLC 19 695 3,36 1 462 15,77
2025-08-14 13F Citadel Advisors Llc 169 535 12 547
2025-07-28 NP AVGE - Avantis All Equity Markets ETF 838 485 8,77 61 100 20,83
2025-08-14 13F Comerica Bank 45 625 38,46 3 377 54,65
2025-07-16 13F Signaturefd, Llc 53 4
2025-08-06 13F HORAN Wealth, LLC 146 813 10 866
2025-07-23 13F Clear Creek Financial Management, LLC 13 566 217,78 1 004 256,03
2025-07-28 NP SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 9 043 0,00 659 10,96
2025-08-08 13F Advisory Resource Group 143 703 25,23 10 635 39,86
2025-08-15 13F Kestra Advisory Services, LLC 105 987 73,16 7 844 93,39
2025-07-25 13F Cwm, Llc 863 820 10,54 64 23,53
2025-07-17 13F Northwest Wealth Management, Llc 130 155 −0,28 9 633 11,35
2025-08-13 13F Balance Wealth, LLC 22 501 −6,65 1 665 4,26
2025-08-13 13F Jones Financial Companies Lllp 95 515 44,20 7 045 58,99
2025-08-01 13F Milestone Asset Management Group, LLC 24 728 2,61 1 830 14,66
2025-08-15 13F Captrust Financial Advisors 2 733 202
2025-07-23 13F Sax Wealth Advisors, Llc 84 222 −4,41 6 233 6,77
2025-08-06 13F Cloud Capital Management, LLC 8 383 280,35 1
2025-08-01 13F Chilton Capital Management Llc 199 201 −1,47 14 743 10,03
2025-08-13 13F Cerity Partners LLC 691 229 5,16 51 158 17,44
2025-07-01 13F First National Bank Sioux Falls 268 328 6,78 19 859 19,25
2025-07-08 13F IAM Advisory, LLC 403 623 113,19 29 872 138,10
2025-08-05 13F GPS Wealth Strategies Group, LLC 0 −100,00 0
2025-07-10 13F Anderson Hoagland & Co 58 715 −1,70 4 345 22,64
2025-07-31 13F Buckingham Strategic Partners 265 840 2,83 19 675 14,84
2025-08-06 13F SOUTH STATE Corp 58 491 51,57 4 329 69,26
2025-08-18 NP PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D 551 719 −12,22 40 833 −1,97
2025-07-22 13F Global Strategic Investment Solutions, LLC 57 131 4 228
2025-07-08 13F ShankerValleau Wealth Advisors, Inc. 91 459 −3,90 6 769 7,33
2025-07-21 13F Mendota Financial Group, LLC 3 963 293
2025-07-30 13F Castle Wealth Management Llc 111 148 0,62 8 226 12,38
2025-08-14 13F Mercer Global Advisors Inc /adv 515 844 −56,13 38 178 −51,01
2025-07-16 13F TCI Wealth Advisors, Inc. 161 992 9,93 11 989 22,78
2025-07-18 13F Magnolia Private Wealth, LLC 107 549 −31,77 7 960 79,22
2025-08-12 13F Journey Strategic Wealth Llc 444 442 96,99 32 893 120,01
2025-07-29 13F Financial Futures Ltd Liability Co. 13 506 −17,03 1 000 −7,33
2025-08-12 13F Change Path, LLC 25 965 298,73 1 922 345,71
2025-08-08 13F Pnc Financial Services Group, Inc. 593 188 31,80 43 902 47,20
2025-07-31 13F Trademark Financial Management, LLC 12 444 127,79 921 154,14
2025-08-13 13F Northwestern Mutual Wealth Management Co 1 151 261 4,57 85 205 16,78
2025-07-25 13F PrairieView Partners, LLC 157 570 −0,14 12 10,00
2025-07-23 13F Prime Capital Investment Advisors, LLC 4 348 −52,74 322 −47,29
2025-08-11 13F Citigroup Inc 0 −100,00 0
2025-08-13 13F Ark & Tlk Investments, Llc 35 496 5,89 2 627 18,28
2025-07-30 13F Family Capital Trust Co 58 0,00 4 33,33
2025-08-01 13F Yukon Wealth Management, Inc. 3 021 224
2025-07-25 13F Concurrent Investment Advisors, LLC 99 150 −10,53 7 338 −0,08
2025-07-29 13F Aire Advisors, Llc 37 579 0,38 2 781 12,14
2025-07-30 13F TFB Advisors LLC 6 673 17,40 494 31,12
2025-08-04 13F Bridgewealth Advisory Group, LLC 9 091 673
2025-08-12 13F O'shaughnessy Asset Management, Llc 2 935 131,10 217 158,33
2025-08-14 13F Cardiff Park Advisors, Llc 324 550 −6,30 24 020 4,64
2025-07-11 13F/A Umb Bank N A/mo 27 087 0,05 2 005 11,71
2025-08-01 13F Pasadena Private Wealth, LLC 0 −100,00 0
2025-08-12 13F LPL Financial LLC 1 978 642 17,81 146 439 31,57
2025-07-22 13F Petros Family Wealth, LLC 48 420 3 584
2025-08-13 13F Cresset Asset Management, LLC 638 091 26,65 47 225 41,45
2025-08-14 13F Stifel Financial Corp 14 982 1 109
2025-07-24 13F Jfs Wealth Advisors, Llc 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 1 439 −65,92 107 −62,01
2025-07-15 13F Retirement Income Solutions, Inc 19 140 49,65 1 417 67,18
2025-08-18 13F Arq Wealth Advisors, Llc 88 722 0,00 5 880 0,00
2025-08-13 13F Milestone Investment Advisors LLC 97 802 6,54 7 238 18,99
2025-07-08 13F Gradient Investments LLC 1 204 258 0,94 89 127 12,73
2025-07-08 13F Paladin Wealth, LLC 32 054 5,46 2 372 17,78
2025-07-29 13F Angeles Wealth Management, Llc 301 −88,57 22 −87,36
2025-08-14 13F Mml Investors Services, Llc 154 777 5,34 11 22,22
2025-08-19 13F Asset Dedication, LLC 5 096 29,90 377 45,56
2025-07-11 13F Prosperity Planning, Inc. 24 337 5,62 1 801 18,02
2025-07-15 13F Oak Root LLC 1 514 299 −0,58 112 073 11,04
2025-07-21 13F/A Abacus Planning Group, Inc. 46 825 36,58 3 466 52,58
2025-07-22 13F Echo Wealth Management, LLC 224 619 23,01 16 624 37,39
2025-08-11 13F Vanguard Group Inc 17 674 −5,51 1 308 5,57
2025-07-03 13F McLean Asset Management Corp 165 447 15,66 12 271 44,62
2025-08-07 13F Vise Technologies, Inc. 46 165 99,87 3 417 141,07
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0 −100,00
2025-04-29 13F Mills Wealth Advisors LLC 0 −100,00 0
2025-07-08 13F Parallel Advisors, LLC 195 14
2025-07-09 13F Aurelius Family Office LLC 16 669 −3,56 1 234 7,69
2025-08-12 13F BlackRock, Inc. 1 508 271,43 112 326,92
2025-07-28 13F Axxcess Wealth Management, Llc 28 359 29,49 2 099 44,59
2025-07-07 13F Kings Path Partners LLC 265 −10,47 20 0,00
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 2 856 211
2025-07-31 13F Wealthfront Advisers Llc 15 521 −6,89 1 149 3,99
2025-08-07 13F Tillman Hartley LLC 11 320 0,00 838 11,60
2025-08-13 13F IAG Wealth Partners, LLC 197 171 −9,46 14 593 1,11
2025-07-24 13F WMG Financial Advisors, LLC 222 370 2,23 16 458 14,17
2025-07-21 13F Triad Wealth Partners, LLC 0 −100,00 0
2025-07-29 13F Private Wealth Management Group, LLC 25 732 9,00 1 904 21,74
2025-08-08 13F Crossmark Global Holdings, Inc. 18 072 −4,55 1 338 6,62
2025-07-11 13F Sprinkle Financial Consultants LLC 4 944 1,71 366 13,35
2025-07-17 13F Kavar Capital Partners Group, Llc 28 865 123,78 2 136 150,12
2025-08-14 13F Warren Averett Asset Management, LLC 229 834 132,87 17 010 160,08
2025-07-17 13F Oceanside Advisors LLC 4 660 0,39 345 12,05
2025-07-24 13F KFA Private Wealth Group, LLC 5 812 −9,43 430 1,18
2025-08-05 13F Magnolia Capital Advisors Llc 74 830 1 213,04 5 538 1 368,97
2025-07-09 13F Krilogy Financial LLC 314 294 −0,31 23 261 11,33
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 32 640 −53,83 2 416 −48,44
2025-08-04 13F Capital Performance Advisors Llp 19 613 −1,97 1 452 9,51
2025-08-08 13F Tanglewood Legacy Advisors, LLC 7 380 0,00 546 11,66
2025-07-30 13F Forum Financial Management, LP 11 378 −1,52 842 10,07
2025-07-16 13F Signature Resources Capital Management, LLC 133 792 5,25 9 902 17,53
2025-08-12 13F American Century Companies Inc 3 376 257 67,22 249 877 86,75
2025-08-01 13F Fort Vancouver Investment Management, LLC 6 302 13,35 466 26,63
2025-07-11 13F Physician Wealth Solutions Inc. 100 774 0,77 7 458 12,54
2025-07-18 13F PFG Investments, LLC 5 133 1,18 380 12,80
2025-08-07 13F Kestra Private Wealth Services, Llc 14 985 1 109
2025-07-18 13F Truist Financial Corp 16 962 19,79 1 255 33,80
2025-08-21 13F Clarion Wealth Managment Partners, LLC 12 562 930
2025-07-17 13F SC&H Financial Advisors, Inc. 358 129 6,46 26 505 18,90
2025-07-22 13F Keudell/Morrison Wealth Management 3 470 −10,68 257 −0,39
2025-07-14 13F Parkshore Wealth Management, Inc. 3 493 −30,78 259 −22,75
2025-08-07 13F Atala Financial Inc 5 249 0,00 388 11,82
2025-08-13 13F B&D White Capital Company, LLC 238 106 −0,29 17 622 11,36
2025-07-17 13F Fifth Third Securities, Inc. 15 131 1,90 1 120 13,72
2025-08-07 13F Alpha Financial Advisors, LLC 5 724 0,00 424 11,61
2025-07-15 13F Highland Financial Advisors, LLC 226 814 −10,02 16 787 0,48
2025-07-07 13F Global Wealth Strategies & Associates 525 −20,33 39 −11,63
2025-07-09 13F Sunpointe, LLC 30 322 0,82 2 244 12,59
2025-08-13 13F Flow Traders U.s. Llc 25 166 2
2025-07-29 13F Wealthstream Advisors, Inc. 24 334 9,31 1 801 22,03
2025-07-28 13F Morris Financial Concepts, Inc. 20 893 0,11 1 546 11,79
2025-08-14 13F Vista Capital Partners, Inc. 6 596 −5,39 488 5,63
2025-07-18 13F BSW Wealth Partners 621 784 4,22 46 018 16,39
2025-08-06 13F Valued Wealth Advisors LLC 60 105 10,92 4 448 23,90
2025-08-06 13F Decker Retirement Planning Inc. 8 964 0,55 663 12,37
2025-08-14 13F Wetherby Asset Management Inc 21 850 0,00 1 617 20,67
2025-07-30 13F/A Divergent Planning, LLC 86 825 6 420
2025-06-27 NP AAARX - Strategic Allocation: Aggressive Fund R 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 271 616 −34,56 18 728 −29,35
2025-08-05 13F Avant Financial Advisors LLC 18 624 3,86 1 378 15,99
2025-08-13 13F Satovsky Asset Management Llc 2 797 207
2025-08-14 13F Fmr Llc 6 776 153,21 502 183,05
2025-07-31 13F Aspen Capital Management, LLC 41 633 337,37 3 081 389,05
2025-07-11 13F Ridgeline Wealth, LLC 13 178 23,03 975 37,52
2025-08-14 13F Trace Wealth Advisors, LLC 117 811 −0,72 8 719 10,89
2025-07-25 13F Ruedi Wealth Management, Inc. 5 065 4 865,69 375 6 133,33
2025-08-12 13F Pathstone Holdings, LLC 75 458 −18,19 5 585 −8,64
2025-08-14 13F Boyer & Corporon Wealth Management, LLC 252 592 4,72 18 694 16,95
2025-05-15 13F EP Wealth Advisors, Inc. 0 −100,00 0
2025-07-22 13F Yardley Wealth Management LLC 335 387 −2,42 25 9,09
2025-08-07 13F Prospect Financial Group LLC 36 963 −1,06 2 736 10,51
2025-07-11 13F SILVER OAK SECURITIES, Inc 15 802 11,67 1 169 23,57
2025-08-06 13F Wedbush Securities Inc 12 522 36,32 1
2025-08-13 13F EverSource Wealth Advisors, LLC 78 802 9,53 5 832 22,34
2025-07-30 13F Jackson Thornton Asset Management, Llc 42 547 −0,54 3 146 11,01
2025-08-08 13F Larson Financial Group LLC 99 690 −8,50 7 378 2,19
2025-08-14 13F Mariner, LLC 57 382 14,85 4 247 28,28
2025-08-12 13F Jpmorgan Chase & Co 173 687 40,02 12 855 56,37
2025-08-13 13F Gateway Wealth Partners, LLC 91 216 6,69 6 751 19,15
2025-05-07 13F Evermay Wealth Management Llc 0 −100,00 0 −100,00
2025-08-06 13F North Capital, Inc. 1 400 0,00 104 11,96
2025-07-30 13F Whittier Trust Co Of Nevada Inc 648 340,82 48 422,22
2025-08-04 13F Waterfront Wealth Inc. 51 847 1,98 3 837 13,89
2025-08-27 13F/A Brinker Capital Investments, LLC 61 632 12,65 4 561 25,82
2025-07-29 13F Harbor Asset Planning, Inc. 3 559 263
2025-08-14 13F KKM Financial LLC 6 848 −14,25 507 −4,35
2025-08-13 13F Johnson Financial Group, Inc. 150 11
2025-08-08 13F Emerald Investment Partners, Llc 1 700 0,00 126 11,61
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 2 862 −6,71 212 3,94
2025-08-05 13F Strategic Financial Concepts, LLC 129 024 6,42 9 549 18,86
2025-07-17 13F Sterneck Capital Management, LLC 34 751 2,08 2 572 14,01
2025-08-12 13F BWM Planning, LLC 262 780 58,73 19 448 77,27
2025-07-15 13F Evanson Asset Management, LLC 22 463 1,16 1 663 12,98
2025-07-30 13F Brookstone Capital Management 10 370 −26,96 767 −18,40
2025-08-14 13F Fwl Investment Management, Llc 59 0,00 4 33,33
2025-08-01 13F Gwn Securities Inc. 3 047 227
2025-07-14 13F Financial Enhancement Group LLC 31 929 78,13 2 362 96,10
2025-07-31 13F Curio Wealth, Llc 176 636 52 785,03 13 073 15,43
2025-08-06 13F True Wealth Design, LLC 66 905 4,10 4 952 16,25
2025-07-10 13F Waypoint Wealth Partners Inc. 914 355 −3,00 67 671 8,33
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 1 202 2,82 89 14,29
2025-07-30 13F Canvas Wealth Advisors, LLC 134 178 7,28 9 979 18,73
2025-07-25 13F Sequoia Financial Advisors, LLC 91 265 0,00 6 755 11,67
2025-07-31 13F Intelligent Financial Strategies 5 090 0,00 377 11,57
2025-08-14 13F Hilltop Holdings Inc. 0 −100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 281 590 304,71 20 863 346,27
2025-08-05 13F Allodium Investment Consultants, LLC 11 173 0,00 827 11,62
2025-07-18 13F Bartlett & Co. Wealth Management Llc 3 843 284
2025-08-15 13F Fft Wealth Management Llc 3 653 276
2025-08-12 13F Cornerstone Capital, Inc. 6 146 −47,56 455 −41,49
2025-07-16 13F Leading Edge Financial Planning LLC 14 601 15,44 1 081 28,88
2025-07-31 13F Mason & Associates Inc 175 439 12 984
2025-08-12 13F Park Square Financial Group, LLC 8 252 406,26 611 464,81
2025-07-10 13F Pacific Asset Management, LLC 21 175 4,92 1 567 17,20
2025-08-12 13F Tarbox Family Office, Inc. 304 064 −0,27 22 504 11,37
2025-08-04 13F Atria Investments Llc 7 943 67,50 588 86,94
2025-07-24 13F Ronald Blue Trust, Inc. 3 890 −14,09 288 −4,33
2025-07-17 13F Poinciana Advisors Group, Llc 19 823 −1,11 1 467 10,47
2025-08-13 13F Annandale Capital, LLC 105 692 0,00 8 0,00
2025-07-29 13F Chicago Partners Investment Group LLC 85 470 0,01 6 513 9,12
2025-07-11 13F Farther Finance Advisors, LLC 53 076 10,69 3 928 23,44
2025-08-14 13F Clarity Capital Advisors, LLC 98 737 2,63 7 308 14,62
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 4 728 205 −0,07 350 880 11,90
2025-08-07 13F Nwam Llc 25 916 2,28 1 915 14,00
2025-08-14 13F Colony Group, LLC 1 355 747 664,59 100 339 753,94
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 69 260 214,75 5 400,00
2025-08-11 13F Traub Capital Management LLC 275 20
2025-07-08 13F Zrc Wealth Management, Llc 159 546 0,51 11 808 12,28
2025-09-04 13F/A Advisor Group Holdings, Inc. 91 516 14,32 6 774 27,69
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 56 304 0,30 4 167 12,05
2025-07-30 13F Paragon Advisors, LLC 12 102 −11,84 896 −1,54
2025-07-15 13F Fifth Third Bancorp 497 457 6,36 36 817 18,78
2025-08-12 13F SRS Capital Advisors, Inc. 17 0,00 1 0,00
2025-07-11 13F Quantum Financial Advisors, LLC 429 142 −0,73 31 761 10,86
2025-07-24 13F Riverchase Wealth Management, Llc 12 643 90,01 936 112,50
2025-08-12 13F Cornerstone Wealth Management, LLC 85 916 −0,79 6 359 10,79
2025-07-11 13F Diversified Trust Co 7 560 560
2025-08-07 13F Tfo-tdc, Llc 5 217 386
2025-08-14 13F Ameriprise Financial Inc 1 078 438 63,93 79 800 83,20
2025-07-25 13F Stephens Consulting, LLC 191 995 11,60 14 210 24,63
2025-08-14 13F TCG Advisory Services, LLC 606 796 78,69 44 909 99,56
2025-08-07 13F Parkside Financial Bank & Trust 314 −74,11 23 −71,25
2025-08-05 13F Key FInancial Inc 17 0,00 1 0,00
2025-08-14 13F Raymond James Financial Inc 467 810 16,44 34 623 30,04
2025-07-17 13F Janney Montgomery Scott LLC 3 986 0
2025-08-13 13F Parkworth Wealth Management, Inc. 96 556 3,43 7 146 15,52
2025-07-29 13F Ballast, Inc. 8 211 608
2025-08-08 13F Foundations Investment Advisors, LLC 432 815 4,28 32 033 16,46
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 37 357 −6,51 2 765 4,38
2025-07-14 13F Seed Wealth Management, Inc. 16 065 −3,60 1 189 7,61
2025-05-15 13F Citadel Advisors Llc Put 0 −100,00 0 −100,00
2025-05-15 13F Citadel Advisors Llc Call 0 −100,00 0 −100,00
2025-07-24 13F Endeavor Private Wealth, Inc. 45 372 4,27 3 358 16,44
2025-08-06 13F Commonwealth Equity Services, Llc 504 288 6,14 37 19,35
2025-07-17 13F Clear Point Advisors Inc. 20 376 14,19 1 508 27,58
2025-07-28 13F Lunt Capital Management, Inc. 3 910 0,00 289 11,58
2025-08-14 13F Susquehanna International Group, Llp 55 949 4 141
2025-07-25 13F Apollon Wealth Management, LLC 19 936 5,92 1 475 18,28
2025-07-08 13F RMR Wealth Builders 5 511 408
2025-08-08 13F Creative Planning 695 296 −6,17 51 459 4,78
2025-08-14 13F Royal Bank Of Canada 116 445 44,20 8 618 61,02
2025-07-10 13F Cypress Point Wealth Management, LLC 48 885 −0,88 3 618 10,68
2025-08-14 13F Ariadne Wealth Management, LP 82 960 −7,96 6 369 0,71
2025-08-07 13F Addison Advisors LLC 10 0,00 1
2025-07-25 13F LRI Investments, LLC 17 675 −3,17 1 308 8,19
2025-08-04 13F Mesirow Financial Investment Management, Inc. 4 681 346
2025-08-04 13F MeadowBrook Investment Advisors LLC 0 −100,00 0
2025-05-13 13F Northern Trust Corp 0 −100,00 0
2025-08-06 13F Golden State Wealth Management, LLC 38 174 2,26 2 825 14,23
2025-08-11 13F Diversified Portfolios, Inc. 810 311 9,71 59 971 22,52
2025-08-14 13F Quantinno Capital Management LP 6 013 48,14 445 66,04
2025-07-15 13F Bfsg, Llc 190 0,00 14 16,67
2025-08-07 13F Evoke Wealth, Llc 13 432 0,31 994 12,06
2025-08-12 13F Financial Advocates Investment Management 60 314 4 464
2025-07-28 NP SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 36 074 −14,26 2 629 −4,78
2025-07-14 13F Proathlete Wealth Management Llc 70 629 6,15 5 230 18,54
2025-08-08 13F Gts Securities Llc 4 574 339
2025-07-23 13F REAP Financial Group, LLC 717 0,00 53 12,77
2025-07-24 13F Grand Wealth Management, Llc 264 851 −7,80 19 602 2,97
2025-08-14 13F Visionary Wealth Advisors 98 836 −0,78 7 315 10,80
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