Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF inkluderer Maseco Llp, Premier Financial Group, Midwest Trust Co, Modern Wealth Management, LLC, B&D White Capital Company, LLC, Accurate Wealth Management, LLC, Schubert & Co, Breakwater Capital Group, M Holdings Securities, Inc., Bayshore Asset Management, Llc, Werba Rubin Papier Wealth Management, Legacy Capital Wealth Partners, LLC, Higgins & Schmidt Wealth Strategies LLC, Conrad Siegel Investment Advisors, Inc., Cetera Investment Advisers, Northern Trust Corp, Triad Wealth Partners, LLC, Cascade Financial Partners, LLC, Tableaux Llc, og Dynamic Advisor Solutions 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 514 321 | 4,54 | 15 265 | 17,26 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 563 100 | 4,57 | 17 | 14,29 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85 955 | 0,99 | 2 551 | 13,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 59 551 | 20,63 | 1 767 | 35,30 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 164 558 | 33,40 | 4 884 | 49,63 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 200 345 | 13,16 | 5 946 | 26,94 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 20 166 | 30,18 | 599 | 47,65 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1 723 511 | 29,02 | 51 154 | 44,72 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 142 347 | 12,44 | 4 225 | 26,13 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 633 796 | 0,93 | 18 811 | 13,22 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 363 693 | 5,77 | 10 794 | 18,64 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 22 431 | 42,10 | 666 | 59,47 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36 318 | 3,30 | 1 087 | 16,88 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 965 303 | 5,23 | 28 650 | 18,03 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 20 756 | 78,29 | 616 | 99,68 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 76 943 | 6,24 | 2 284 | 19,15 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 373 566 | 11,06 | 11 087 | 33,77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 40 754 | 15,33 | 1 210 | 28,48 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 330 831 | 5,34 | 9 819 | 18,17 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 000 | 30 | ||||||
| 2025-07-14 | 13F | Chico Wealth RIA | 18 235 | 5,85 | 541 | 18,90 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18 455 | 94,96 | 548 | 118,80 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 76 463 | 16,35 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8 600 | 255 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 107 424 | 2,42 | 3 188 | 14,88 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 32 497 | 1,12 | 991 | 21,77 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6 450 225 | 1,43 | 191 443 | 13,77 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 16 536 | 491 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co | 546 668 | 2,35 | 16 225 | 14,81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 28 779 | 103,24 | 867 | 131,82 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 132 061 | 5,69 | 3 920 | 18,54 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 646 | 197 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 274 232 | 3,30 | 8 139 | 15,87 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 589 610 | 1,57 | 195 843 | 13,91 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 308 542 | 7,31 | 9 158 | 20,38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 231 716 | 3,64 | 36 557 | 16,25 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 29 374 | 4,94 | 872 | 17,70 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 27 825 | 45,41 | 826 | 63,04 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 991 | 6,56 | 742 | 19,52 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 191 661 | 5 688 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 220 968 | 2,61 | 6 558 | 15,11 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 24 336 | 2,69 | 732 | 16,59 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 1 005 577 | 9,05 | 29 846 | 22,33 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 1 095 851 | 6,58 | 32 667 | 25,33 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 33 135 | 1,23 | 983 | 13,51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 632 242 | 10,09 | 137 485 | 23,48 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 10 194 | 9,37 | 303 | 22,76 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 19 189 | 10,70 | 571 | 25,77 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 14 148 | 0,31 | 420 | 12,33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7 159 | 212 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 226 492 | 73,11 | 6 722 | 94,17 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 7 733 | 223 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11 658 | 1,06 | 346 | 13,44 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 313 353 | 2,20 | 9 300 | 14,63 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 814 600 | 1,53 | 53 857 | 13,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 56 430 | 0,43 | 1 675 | 12,65 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 182 717 | 3,78 | 5 423 | 16,42 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 32 136 | 3,66 | 954 | 16,22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 610 154 | 10,66 | 18 109 | 24,13 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 215 150 | 6 386 | ||||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 925 406 | 2,59 | 27 466 | 15,07 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 235 591 | 2,72 | 6 962 | 13,93 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 53 223 | 11,74 | 1 580 | 25,32 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 430 894 | 27,62 | 12 789 | 43,15 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 650 019 | 1,62 | 19 293 | 13,99 | ||||
| 2025-07-16 | 13F | Jentner Corp | 585 548 | 3,98 | 17 379 | 16,63 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 62 949 | 17,30 | 1 868 | 31,55 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 874 702 | 55 622 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12 365 | 0,82 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27 684 | 0,49 | 1 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 14 946 | 3,40 | 444 | 15,97 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 433 | 0,62 | 72 | 14,29 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 72 740 | 39,49 | 2 159 | 56,49 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 344 | 54,26 | 10 | 100,00 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 359 330 | 0,09 | 40 168 | 18,36 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 37 183 | 15,95 | 1 104 | 35,01 | ||||
| 2025-07-21 | 13F | 25 Llc | 29 657 | 5,60 | 880 | 18,44 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 187 758 | 150,75 | 5 573 | 181,27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 683 643 | 1,86 | 20 291 | 14,26 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 773 826 | 5,35 | 23 | 15,79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 119 | 1 771,89 | 330 | 2 093,33 | ||||
| 2025-07-29 | 13F | Schubert & Co | 38 384 | 1 139 | ||||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 135 312 | 4 016 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 567 595 | 0,07 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 130 143 | 3 863 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 182 266 | 0,66 | 5 410 | 12,90 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 94 613 | 15,37 | 2 808 | 29,46 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 348 782 | 5,11 | 9 229 | 6,19 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 333 261 | 6,44 | 9 891 | 19,40 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 16 751 | 15,08 | 497 | 29,09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 30 419 | 6,59 | 903 | 19,60 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 627 | 19 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 18 228 | 43,19 | 541 | 61,01 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 287 | 9 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 524 097 | 16,07 | 15 555 | 30,21 | ||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 15 341 | 455 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 120 601 | 69,21 | 3 579 | 89,87 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 148 270 | 84,48 | 4 401 | 106,96 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 261 685 | 0,44 | 7 767 | 12,67 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 16 136 | 55,33 | 479 | 74,45 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 38 329 | 0,04 | 1 138 | 12,24 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17 011 | 111,84 | 506 | 138,68 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 258 032 | 7,91 | 7 658 | 21,06 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 196 390 | 7,18 | 5 845 | 20,54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 706 | 80 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 201 018 | 70,48 | 5 966 | 91,22 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 2 667 | 0,83 | 81 | 11,11 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 50 474 | 5,87 | 1 498 | 18,79 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49 806 | 43,38 | 1 478 | 60,83 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 47 918 | 1 | ||||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 492 894 | 2,44 | 14 629 | 18,67 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 21 733 | 645 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 314 622 | 14,19 | 9 338 | 28,08 | ||||
| 2025-08-05 | 13F | Burney Co/ | 19 083 | 0,01 | 566 | 12,30 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 17 886 | 531 | ||||||
| 2025-07-14 | 13F | Friday Financial | 212 813 | 4,61 | 6 316 | 16,38 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 1 818 416 | 4,00 | 53 971 | 16,65 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 252 704 | 0,91 | 7 500 | 13,19 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11 512 | 50,42 | 342 | 68,81 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 20 868 | 8,41 | 619 | 21,61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 215 578 | 15,72 | 6 398 | 29,80 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 224 078 | 4,55 | 6 736 | 18,76 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 40 634 | 60,95 | 1 206 | 80,54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 534 254 | 15 857 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 480 867 | 25,95 | 14 | 40,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 117 915 | 7,04 | 3 120 | 8,15 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 14 093 | 418 | ||||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 92 581 | 62,77 | 2 748 | 82,65 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 430 714 | 6,40 | 13 | 20,00 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 149 539 | 5,63 | 4 438 | 18,50 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 141 371 | 6,13 | 4 196 | 19,04 | ||||
| 2025-07-15 | 13F | Capstone Capital Wealth Advisors | 520 698 | 0,51 | 15 454 | 12,75 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 171 995 | 689,40 | 5 105 | 786,11 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 350 169 | 1,18 | 10 421 | 13,80 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 216 996 | 15,16 | 6 440 | 29,16 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 467 561 | 2,37 | 13 877 | 14,84 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 170 334 | 13,27 | 5 056 | 27,04 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 64 156 | 16,62 | 1 904 | 30,86 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 20 878 | 4,62 | 620 | 17,23 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 418 607 | 7,78 | 12 424 | 20,90 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 68 275 | 43,83 | 2 026 | 61,31 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 58 429 | 0,51 | 1 728 | 11,84 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 510 350 | 2,19 | 15 | 15,38 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 415 646 | 5,20 | 12 370 | 18,32 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 286 395 | 8,37 | 8 500 | 21,57 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 64 386 | 5,65 | 1 911 | 18,49 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 403 528 | 7,72 | 41 657 | 20,83 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 349 442 | 7,72 | 10 371 | 20,82 | ||||
| 2025-07-11 | 13F | Scratch Capital Llc | 191 228 | 25,46 | 5 676 | 40,75 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 24 810 | 28,42 | 736 | 44,03 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 49 840 | 2,48 | 1 479 | 15,01 | ||||
| 2025-06-26 | NP | DFAW - Dimensional World Equity ETF | 2 006 480 | 16,07 | 53 332 | 17,67 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 289 | 127 | ||||||
| 2025-07-17 | 13F | Sterling Wealth Advisors Inc | 28 307 | 3,51 | 844 | 16,60 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 321 759 | 0,38 | 9 550 | 12,59 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 464 980 | 2,89 | 13 801 | 15,41 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 32 555 | 36,56 | 966 | 53,33 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 121 | 4 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 316 458 | 31,26 | 9 392 | 47,23 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 819 222 | 24,27 | 24 314 | 39,39 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 10 500 | 312 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 171 995 | 5 105 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 248 670 | 19,12 | 7 381 | 33,62 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 134 190 | 0,58 | 3 983 | 12,80 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 115 676 | 3,02 | 33 113 | 15,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 586 925 | 2,80 | 17 420 | 15,31 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 225 659 | 21,63 | 6 698 | 36,42 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 118 726 | 217,70 | 3 524 | 256,58 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 258 540 | 3,93 | 7 673 | 16,58 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 7 057 | 0 | ||||||
| 2025-07-23 | 13F | First Financial Group Corp | 28 535 | 55,80 | 847 | 73,72 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 948 376 | 102,83 | 28 148 | 127,51 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 17 243 | 43,24 | 512 | 60,69 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 97 587 | 3,20 | 2 896 | 15,79 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 911 055 | 7,92 | 27 040 | 21,06 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 237 235 | 4,04 | 7 041 | 16,71 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 63 740 | 0,91 | 1 916 | 14,66 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 8 560 | 8,49 | 254 | 22,12 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 17 273 | 513 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 510 656 | 1,48 | 15 156 | 13,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 406 | 190 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 33 703 | 1 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 158 762 | 2,82 | 4 712 | 15,35 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 98 494 | 23,91 | 2 931 | 49,69 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 23 299 | 10,96 | 692 | 24,50 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 164 655 | 2,91 | 4 887 | 15,43 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 16 809 | 117,76 | 499 | 144,12 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 1 550 355 | 49,40 | 46 015 | 67,59 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 404 737 | 28,23 | 12 013 | 43,84 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 4 205 | 24,00 | 125 | 39,33 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 388 018 | 10,71 | 11 516 | 24,19 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 103 913 | 2,70 | 3 084 | 15,20 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 139 941 | 4,35 | 4 153 | 16,99 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 210 138 | 8,58 | 6 237 | 21,77 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 223 058 | 24,65 | 6 620 | 39,84 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 38 222 | 46,76 | 1 134 | 64,59 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 497 | 72,30 | 282 | 93,79 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 36 590 | 23,69 | 1 086 | 38,75 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 910 315 | 6,18 | 27 018 | 19,10 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 159 722 | 18,24 | 4 741 | 32,62 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 432 861 | 301,45 | 12 847 | 350,30 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 751 448 | 6,18 | 22 303 | 19,10 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 89 904 | 0,32 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 577 | 76 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 666 451 | 4,47 | 19 780 | 17,19 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 120 549 | 1,54 | 3 578 | 13,88 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 244 794 | 2,17 | 7 265 | 14,61 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 2 870 | 287,84 | 85 | 347,37 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 12 840 | 381 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 528 357 | 2,09 | 15 682 | 14,51 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 7 587 | 0,04 | 225 | 12,50 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 14 | 0 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 7 255 | 215 | ||||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 151 195 | 6,57 | 4 487 | 19,53 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 691 | 13,77 | 377 | 27,46 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10 657 | 12,75 | 316 | 26,40 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 2 601 | 77 | ||||||
| 2025-07-03 | 13F | Trust Co of the South | 315 668 | 37,01 | 9 369 | 53,69 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 94 264 | 1,22 | 2 798 | 13,51 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 20 747 | 21,96 | 616 | 36,67 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 77 781 | 11,49 | 2 309 | 25,09 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 390 571 | 1,77 | 11 577 | 14,00 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 166 872 | 2,64 | 4 953 | 15,14 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 20 596 | 54,27 | 611 | 73,09 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 261 513 | 14,42 | 7 762 | 28,34 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 7 514 | 223 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 539 588 | 1,21 | 16 015 | 13,52 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 321 614 | 7,74 | 9 545 | 20,85 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 202 993 | 114,45 | 6 025 | 140,58 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19 672 | 1,52 | 1 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 1 262 505 | 0,76 | 37 471 | 13,02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14 855 | 441 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 290 | 216 | ||||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 202 913 | 1,62 | 6 022 | 13,99 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 6 850 | 203 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 125 652 | 0,66 | 3 729 | 12,93 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 33 732 | 1 001 | ||||||
| 2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6 900 | 205 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 12 471 | 2,88 | 377 | 19,68 | ||||
| 2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 254 889 | 1,46 | 7 565 | 13,81 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 98 688 | 857,67 | 2 929 | 976,84 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 983 024 | 29 535 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 134 | 88,54 | 152 | 114,08 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16 789 759 | 1,26 | 498 320 | 13,58 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 524 434 | 283,27 | 15 565 | 329,97 | ||||
| 2025-08-07 | 13F | Guardian Partners Inc. | 423 818 | 0,57 | 12 727 | 18,25 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 756 742 | 30,61 | 22 460 | 46,50 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 105 738 | 3 162 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4 078 | 0,07 | 121 | 13,08 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 188 021 | 2,63 | 5 580 | 14,60 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 406 344 | 2,73 | 12 479 | 23,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209 263 | 38,20 | 6 212 | 55,03 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 44 333 | 10,88 | 1 316 | 24,41 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 478 251 | 7,40 | 14 194 | 20,46 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8 887 | 10,26 | 264 | 23,47 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 77 241 | 4,17 | 2 293 | 16,82 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 34 347 | 24,29 | 1 019 | 39,40 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 52 433 | 6,41 | 1 556 | 19,42 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 440 | 13 | ||||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 200 290 | 13,79 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 636 406 | 19 580 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 175 720 | 13,72 | 5 215 | 41,79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11 632 | 0,07 | 345 | 12,38 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 55 300 | 154,50 | 2 | |||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 43 378 | 2,80 | 1 287 | 15,32 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 932 988 | 2,96 | 27 691 | 15,49 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 1 969 332 | 0,78 | 58 450 | 13,05 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299 078 | 1,24 | 9 | 14,29 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 272 985 | 8,37 | 8 102 | 21,56 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 10 638 | 25,40 | 316 | 40,63 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 91 006 | 2,48 | 2 701 | 14,99 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 620 890 | 9,96 | 18 428 | 23,35 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 56 796 | 108,76 | 1 686 | 134,35 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 121 063 | 5,29 | 3 593 | 18,11 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1 835 977 | 3,10 | 54 492 | 15,65 | ||||
| 2025-08-08 | 13F | Creative Planning | 162 739 | 2,91 | 4 830 | 15,44 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 1 083 230 | 5,79 | 32 150 | 18,67 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 29 200 | 36,65 | 906 | 55,40 |
