Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i American Century ETF Trust - Avantis International Equity ETF inkluderer Maseco Llp, ACT Advisors, LLC., Capital Planning Advisors, LLC, JRM Investment Counsel, LLC, Mason & Associates Inc, HORAN Wealth, LLC, ABLE Financial Group, LLC, Advance Capital Management, Inc., Lifestyle Asset Management, Inc., Divergent Planning, LLC, Midwestern Financial, LLC /IA, Financial Advocates Investment Management, Vestmark Advisory Solutions, Inc., BLVD Private Wealth, LLC, Global Strategic Investment Solutions, LLC, Petros Family Wealth, LLC, Winnow Wealth Llc, Accordant Advisory Group Inc, Independence Bank of Kentucky, og Kestra Private Wealth Services, Llc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||||
| 2025-08-01 | 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 | ||||
| 2025-08-14 | 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 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4 004 | 296 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 4 188 | 310 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 1 745 849 | 129 140 | ||||||
| 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 | ||||
| 2025-07-29 | 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 | ||||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 176 984 | 8,36 | 13 099 | 21,02 | ||||
| 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 | ||||
| 2025-08-06 | 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 | ||||
| 2025-08-08 | 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 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2 759 | 3,96 | 204 | 16,57 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 497 835 | 49,58 | 36 845 | 67,05 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 95 515 | 44,20 | 7 045 | 58,99 | ||||
| 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 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 737 | 203 | ||||||
| 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 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 286 578 | 5,34 | 21 210 | 17,64 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 8 383 | 280,35 | 1 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 59 396 | 4 396 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 691 229 | 5,16 | 51 158 | 17,44 | ||||
| 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 | ||||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 268 328 | 6,78 | 19 859 | 19,25 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19 113 | 30,57 | 1 415 | 45,77 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 403 623 | 113,19 | 29 872 | 138,10 | ||||
| 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 | HFM Investment Advisors, LLC | 63 | 5 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 265 840 | 2,83 | 19 675 | 14,84 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 22 701 | 78,93 | 1 680 | 100,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 58 491 | 51,57 | 4 329 | 69,26 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 57 131 | 4 228 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 3 963 | 293 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 997 | 433,16 | 74 | 508,33 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 111 148 | 0,62 | 8 226 | 12,38 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 220 027 | 3,45 | 80 851 | 11,71 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 161 992 | 9,93 | 11 989 | 22,78 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 32 262 | 0,58 | 2 009 | −1,76 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 444 442 | 96,99 | 32 893 | 120,01 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 292 764 | 12,40 | 21 668 | 25,53 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25 965 | 298,73 | 1 922 | 345,71 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 55 | 4 | ||||||
| 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 | ||||
| 2025-08-08 | 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 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 2 147 | 2,63 | 159 | 14,49 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 35 496 | 5,89 | 2 627 | 18,28 | ||||
| 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 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 3 021 | 224 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 782 569 | 63,27 | 57 918 | 82,34 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 400 682 | 29 654 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 37 579 | 0,38 | 2 781 | 12,14 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 37 367 | 2 766 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6 673 | 17,40 | 494 | 31,12 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 222 000 | 16 430 | ||||||
| 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 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27 087 | 0,05 | 2 005 | 11,71 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 27 581 | 50,22 | 2 041 | 67,85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 978 642 | 17,81 | 146 439 | 31,57 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 734 503 | 6,53 | 54 361 | 18,98 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 48 420 | 3 584 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 752 507 | 1,87 | 55 693 | 13,77 | ||||
| 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 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 45 468 | 3 365 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 19 140 | 49,65 | 1 417 | 67,18 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 3 064 | 227 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12 789 | 97,54 | 947 | 120,51 | ||||
| 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 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8 176 | 91,12 | 605 | 113,78 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 32 054 | 5,46 | 2 372 | 17,78 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 190 | 162 | ||||||
| 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 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 35 745 | 148,57 | 2 645 | 177,84 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 24 337 | 5,62 | 1 801 | 18,02 | ||||
| 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 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 856 998 | 8,56 | 63 426 | 21,24 | ||||
| 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 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 76 842 | 18,38 | 5 687 | 32,23 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 34 354 | 2 543 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 3 551 | 263 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 195 | 14 | ||||||
| 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 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3 540 | 1,72 | 262 | 13,91 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 856 | 211 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 240 798 | 4,48 | 17 822 | 16,70 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 222 370 | 2,23 | 16 458 | 14,17 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 25 732 | 9,00 | 1 904 | 21,74 | ||||
| 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 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 4 944 | 1,71 | 366 | 13,35 | ||||
| 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 | ||||
| 2025-07-17 | 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 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 815 | 30,40 | 60 | 46,34 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 4 660 | 0,39 | 345 | 12,05 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 74 830 | 1 213,04 | 5 538 | 1 368,97 | ||||
| 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 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 2 | 0 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 296 116 | 5,26 | 21 916 | 17,55 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 6 302 | 13,35 | 466 | 26,63 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2 759 | 204 | ||||||
| 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 | ||||||
| 2025-07-15 | 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 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 358 129 | 6,46 | 26 505 | 18,90 | ||||
| 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 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 15 131 | 1,90 | 1 120 | 13,72 | ||||
| 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 | ||||
| 2025-07-09 | 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 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 13 946 | 0,85 | 1 032 | 12,66 | ||||
| 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 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 20 | 1 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 27 613 | 1,93 | 2 | 100,00 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 86 825 | 6 420 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 34 354 | 2 543 | ||||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 18 624 | 3,86 | 1 378 | 15,99 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7 989 | 1,67 | 591 | 13,65 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 2 797 | 207 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 773 | 0 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 114 952 | 9,93 | 8 508 | 22,77 | ||||
| 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 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11 519 | 27,07 | 852 | 41,83 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 5 065 | 4 865,69 | 375 | 6 133,33 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 252 592 | 4,72 | 18 694 | 16,95 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 18 896 | 15,01 | 1 398 | 28,49 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 53 635 | 227,86 | 3 933 | 262,82 | ||||
| 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 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 34 429 | 22,74 | 2 548 | 37,14 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 78 802 | 9,53 | 5 832 | 22,34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 756 | 22,33 | 352 | 36,58 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 113 184 | 9,92 | 8 377 | 22,76 | ||||
| 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 | ||||||
| 2025-08-14 | 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 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22 700 | 63,31 | 1 680 | 82,41 | ||||
| 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 | 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 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3 106 | 230 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | 11 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 431 240 | 30,94 | 31 916 | 46,24 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 129 024 | 6,42 | 9 549 | 18,86 | ||||
| 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 | ||||||
| 2025-07-17 | 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 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 5 112 | 378 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 22 463 | 1,16 | 1 663 | 12,98 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 66 986 | 4 958 | ||||||
| 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 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19 016 | 4,29 | 1 407 | 16,47 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 66 905 | 4,10 | 4 952 | 16,25 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 202 | 2,82 | 89 | 14,29 | ||||
| 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 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 134 178 | 7,28 | 9 979 | 18,73 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3 949 | 1,15 | 292 | 13,18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 281 590 | 304,71 | 20 863 | 346,27 | ||||
| 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 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3 843 | 284 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 16 590 | 21,44 | 1 099 | 31,15 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 3 653 | 276 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 14 601 | 15,44 | 1 081 | 28,88 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 496 | 5,01 | 407 | 17,34 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 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 | ||||
| 2025-07-23 | 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 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 943 | 67,50 | 588 | 86,94 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 85 470 | 0,01 | 6 513 | 9,12 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 50 789 | 132,82 | 3 755 | 159,86 | ||||
| 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 | ||||
| 2025-08-07 | 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 | ||||
| 2025-08-07 | 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 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 212 876 | 3 139,14 | 15 789 | 3 554,63 | ||||
| 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 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 11 457 | 11,64 | 848 | 24,56 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 56 304 | 0,30 | 4 167 | 12,05 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 8 524 | 0,37 | 631 | 12,10 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 497 457 | 6,36 | 36 817 | 18,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 12 643 | 90,01 | 936 | 112,50 | ||||
| 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 | ||||||
| 2025-07-11 | 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 | ||||
| 2025-07-17 | 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 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 560 | 115 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 19 696 | 1,86 | 1 458 | 13,74 | ||||
| 2025-08-14 | 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 | ||||
| 2025-07-17 | 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 | ||||
| 2025-07-24 | 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 | ||||
| 2025-08-01 | 13F | Motco | 41 978 | 12,81 | 3 078 | 24,82 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 20 376 | 14,19 | 1 508 | 27,58 | ||||
| 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 | ||||
| 2025-08-14 | 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 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 5 511 | 408 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 116 445 | 44,20 | 8 618 | 61,02 | ||||
| 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 | ||||
| 2025-07-24 | 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 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 87 032 | 6 441 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 821 790 | 110,60 | 60 821 | 135,20 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 4 681 | 346 | ||||||
| 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 | ||||
| 2025-08-14 | 13F | Betterment LLC | 15 268 | 7,96 | 1 | |||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 6 684 | 1,70 | 495 | 13,56 | ||||
| 2025-07-10 | 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 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 38 174 | 2,26 | 2 825 | 14,23 | ||||
| 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 | ||||
| 2025-08-11 | 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 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 13 432 | 0,31 | 994 | 12,06 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 60 314 | 4 464 | ||||||
| 2025-08-12 | 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 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 70 629 | 6,15 | 5 230 | 18,54 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 574 | 339 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 48 965 | 29,87 | 3 624 | 45,04 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 9 584 | 709 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3 567 | 264 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 81 | 6 |
