Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Dimensional ETF Trust - Dimensional U.S. Equity Market ETF inkluderer Maseco Llp, Premier Financial Group, Royal Harbor Partners, LLC, Kingstone Capital Partners Texas, LLC, Wealth Advisory Team LLC, Concord Asset Management, LLC/VA, Edge Financial Advisors LLC, Semitam Bonam Llc, 21 West Wealth Management LLC, Accurate Wealth Management, LLC, Midwest Trust Co, ENDW - Cambria Endowment Style ETF, Cambria Investment Management, L.P., Triad Wealth Partners, LLC, Wesbanco Bank Inc, Wiley Bros.-aintree Capital, Llc, London & Capital Asset Management Ltd, Harbor Asset Planning, Inc., First Bancorp, Inc /ME/, og Great Oak Capital Partners, 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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Centennial Bank/AR/ | 76 182 | 39,83 | 5 106 | 54,98 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 73 455 | 61,75 | 4 923 | 79,24 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 147 | 10 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 9 706 | 116,41 | 650 | 139,85 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 6 068 | 0,26 | 407 | 11,23 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 47 356 | 0,31 | 3 174 | 5,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 74 406 | 188,42 | 4 965 | 219,91 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 45 111 138 | 5,98 | 2 880 797 | 5,98 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 9 899 | 0,27 | 663 | 11,06 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 35 284 | 2 365 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 12 322 | 8,36 | 826 | 20,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 366 802 | 5,48 | 24 583 | 16,89 | ||||
| 2025-07-31 | 13F | City State Bank | 2 905 | 0,87 | 195 | 11,49 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 323 105 | 3,70 | 20 653 | 2,87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 23 637 | 7,47 | 1 584 | 19,10 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 27 901 | 4,32 | 1 870 | 15,58 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 163 | 0,16 | 346 | 11,25 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 104 898 | 0,71 | 6 344 | −4,46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 976 107 | 3,58 | 266 479 | 14,78 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9 473 | 635 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 12 411 | 0,14 | 832 | 10,95 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 601 524 | 8,67 | 40 314 | 20,42 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 1 336 438 | 109,60 | 78 649 | 116,48 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 59 299 | 0,11 | 3 974 | 10,94 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 262 135 | 0,70 | 17 568 | 11,59 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 53 454 | 12,53 | 3 582 | 24,72 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 882 747 | 12,77 | 59 114 | 24,86 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 6 637 | 14,87 | 450 | 22,01 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 1 466 921 | 5,77 | 98 313 | 17,21 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 12 868 | 0,16 | 862 | 10,94 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 145 369 | 5,93 | 9 743 | 17,39 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 10 698 | 5,68 | 717 | 17,16 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 132 559 | 5,24 | 8 884 | 16,62 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 67 117 | 103,51 | 4 498 | 125,58 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 187 677 | 0,22 | 12 578 | 11,06 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 425 092 | 0,77 | 229 550 | 11,66 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 146 748 | 0,72 | 9 835 | 11,62 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 104 638 | 28,49 | 7 013 | 42,38 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 57 644 | 2,69 | 3 863 | 13,82 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 3 168 | 212 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 19 966 | 0,20 | 1 338 | 11,04 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 20 314 | 11,57 | 1 361 | 23,61 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 208 293 | 4,24 | 13 960 | 15,51 | ||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 15 741 | 1 055 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Prudential Growth Allocation Portfolio | 11 415 600 | 20,25 | 765 074 | 33,25 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 23 454 | 1 499 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 2 337 557 | 1,32 | 156 663 | 12,27 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 4 186 | 0,26 | 281 | 11,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 626 695 | 0,46 | 243 061 | 11,32 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 15 351 | 0,56 | 1 029 | 11,38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 574 599 | 0,97 | 38 510 | 11,89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 62 735 | 12,65 | 4 205 | 24,82 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 13 783 | 0,01 | 924 | 10,80 | ||||
| 2025-07-15 | 13F | Maseco Llp | 7 896 996 | 529 336 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 10 116 | 0,24 | 678 | 10,98 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 9 259 | 51,81 | 621 | 68,48 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 13 981 | 937 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1 081 221 | 2,63 | 74 420 | 16,23 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 656 | 110,96 | 111 | 134,04 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 101 090 | 6 775 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4 122 | 276 | ||||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 4 604 | 3,79 | 309 | 14,93 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 3 116 | 209 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 19 614 | 448,64 | 1 315 | 508,33 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2 078 | 21,88 | 139 | 34,95 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 76 469 | 3,91 | 5 125 | 15,15 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 7 540 | 0,80 | 1 | |||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 9 987 | 17,36 | 669 | 30,16 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 9 039 | 5,25 | 606 | 16,57 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 766 624 | 0,07 | 51 379 | 10,90 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 956 200 | 29,57 | 64 085 | 43,58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 233 918 | 1,16 | 15 677 | 12,11 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 1 776 | 0,28 | 119 | 11,21 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 3 057 | 205 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 40 882 | 0,56 | 2 740 | 11,43 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 9 505 | 0,26 | 637 | 11,17 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 809 909 | 6,51 | 54 280 | 18,03 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 8 259 | 559 | ||||||
| 2025-07-23 | 13F | Northern Financial Advisors Inc | 4 346 | 0,09 | 291 | 11,07 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 201 381 | 4,21 | 13 497 | 15,48 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 8 032 | 16,66 | 538 | 29,33 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 567 | 0,18 | 38 | 11,76 | ||||
| 2025-08-14 | 13F | Clg Llc | 58 352 | 1,91 | 3 911 | 12,91 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 819 | 9,92 | 390 | 21,88 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 283 931 | 0,11 | 19 029 | 10,93 | ||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 508 591 | 6,69 | 34 086 | 18,22 | ||||
| 2025-07-21 | 13F | 25 Llc | 15 742 | 0,11 | 1 055 | 10,94 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6 500 | 436 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 3 079 | 206 | ||||||
| 2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 94 864 | 14,00 | 6 358 | 26,36 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 52 196 | 1,48 | 3 498 | 12,48 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 1 029 271 | 7,17 | 68 982 | 18,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 226 641 | 5,29 | 82 | 17,14 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6 544 | 0,28 | 439 | 11,17 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 181 392 | 49,08 | 12 157 | 65,21 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 5 881 | 394 | ||||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 242 876 | 53,21 | 16 | 77,78 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 095 429 | 6,97 | 207 456 | 18,46 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 043 | 3,40 | 204 | 14,69 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 41 170 | 0,96 | 2 759 | 11,88 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 282 690 | 1,35 | 18 946 | 12,31 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 730 367 | 9,98 | 182 989 | 21,87 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 19 215 | 9,45 | 1 288 | 21,30 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 165 258 | 318,13 | 11 076 | 363,39 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 23 454 | 1 572 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 99 759 | 0,39 | 6 686 | 11,25 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 170 128 | 25,44 | 11 402 | 39,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 102 | 208 | ||||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 498 287 | 7,59 | 33 395 | 19,23 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 5 010 | 0,28 | 336 | 10,93 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 306 | 0,31 | 88 | 11,54 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 411 720 | 1,72 | 94 613 | 12,72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 12 264 | 7,02 | 784 | 20,09 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 24 122 | 0,24 | 1 617 | 11,07 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 96 140 | 0,72 | 6 443 | 11,61 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13 344 | 0,27 | 894 | 11,19 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 519 119 | 1,41 | 34 791 | 12,37 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 107 | 62,12 | 6 | 50,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 148 913 | 4,64 | 9 980 | 15,97 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3 268 | 219 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 354 270 | 1,29 | 23 743 | 12,25 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 33 476 | 1,13 | 2 244 | 12,09 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3 164 | 212 | ||||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 86 910 | 48,43 | 5 825 | 64,47 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 177 252 | 64,52 | 79 394 | 89,08 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 47 859 | 5,75 | 3 207 | 17,21 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 38 996 | 41,47 | 2 614 | 56,75 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 108 842 | 12,18 | 7 295 | 24,30 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 7 621 | 511 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 612 | |||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 11 496 | 12,17 | 770 | 24,39 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 146 566 | 34,78 | 9 823 | 49,35 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 924 | 3,34 | 799 | 15,13 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 109 680 | 36,01 | 7 | 75,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28 636 | 12,23 | 1 919 | 24,37 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 509 | 14,38 | 35 | 30,77 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1 205 949 | 5,29 | 80 823 | 16,67 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 295 718 | 0,09 | 19 819 | 10,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 124 429 | 542,84 | 8 339 | 612,74 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5 823 | 0,28 | 390 | 11,11 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 695 585 | 16,38 | 46 618 | 28,96 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 38 243 | 3,47 | 2 563 | 14,68 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 272 920 | 2,68 | 18 257 | 13,57 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 28 239 | 8,72 | 1 893 | 20,51 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 954 | 43,03 | 64 | 57,50 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 181 909 | 7,50 | 12 192 | 19,12 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 675 427 | 0,14 | 45 483 | 25,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 3 800 | 255 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 45 621 | 0,94 | 2 759 | −4,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 6 329 | 424 | ||||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 19 139 485 | 3,84 | 1 282 728 | 15,07 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 47 258 | 5,57 | 3 167 | 16,99 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 5 834 | 31,10 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 12 796 | 1,20 | 858 | 12,17 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 180 | 20,43 | 280 | 33,97 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 8 282 | 4,85 | 555 | 16,35 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 150 970 | 10 118 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 217 | 267,01 | 283 | 308,70 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 19 672 | 18,38 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 287 941 | 8,23 | 19 298 | 19,93 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 7 868 | 25,15 | 527 | 38,68 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10 592 | 100,00 | 710 | 121,56 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28 544 | 20,36 | 1 913 | 33,40 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 3 128 | 210 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 95 200 | 6 380 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46 481 | 1,89 | 3 115 | 12,90 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 102 683 | 1 350,73 | 6 882 | 1 507,71 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 79 663 | 20,87 | 5 339 | 33,98 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 13 060 | 0,27 | 875 | 11,18 | ||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 22 154 | 2,76 | 1 485 | 13,89 | ||||
| 2025-08-05 | 13F | AG Asset Advisory, LLC | 450 260 | 0,45 | 30 176 | 11,31 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4 919 | 14,61 | 330 | 27,03 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3 260 | 218 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 26 023 | 0,19 | 1 574 | −4,95 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 170 180 | 0,05 | 11 405 | 10,87 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 31 244 | 0,01 | 2 094 | 10,80 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 112 287 | 2 993,31 | 8 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 299 746 | 6,31 | 87 109 | 17,80 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 35 582 | 81,97 | 2 374 | 101,87 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 532 653 | 14,73 | 102 718 | 27,14 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 439 369 | 6,88 | 29 | 20,83 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 5 794 | 388 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2 326 | 156 | ||||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 112 945 | 0,27 | 7 569 | 11,10 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 862 | 0 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16 189 | 1 085 | ||||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 35 895 | 876,47 | 2 406 | 983,33 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 8 695 | 186,49 | 583 | 218,03 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 57 114 | 13,48 | 3 828 | 25,76 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 987 532 | 25,33 | 133 194 | 38,87 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 3 741 | 2,75 | 253 | 15,00 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 1 835 | 0,27 | 123 | 10,91 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 37 908 | 2,05 | 2 541 | 13,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 090 394 | 15,37 | 73 078 | 27,85 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 813 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 145 825 | 62,51 | 9 773 | 80,08 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 12 557 | 23,52 | 842 | 36,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 634 690 | 1,72 | 111 077 | 14,28 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 34 934 | 14,45 | 2 341 | 26,81 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 70 833 | 3,34 | 4 747 | 14,52 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 13 558 | 0,17 | 909 | 11,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24 447 | 11,34 | 1 638 | 23,44 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 824 | 0,24 | 55 | 12,24 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 3 794 | 0,26 | 254 | 11,40 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 46 276 | 0,13 | 3 101 | 10,99 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 298 825 | 52,29 | 19 686 | 65,88 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 447 495 | 2,19 | 29 991 | 13,25 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 721 271 | 5,09 | 48 130 | 15,95 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 17 312 | 1 160 | ||||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 432 006 | 1,51 | 29 100 | 20,15 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 60 215 | 209,37 | 4 036 | 242,82 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 11 996 | 1,06 | 804 | 11,99 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 911 954 | 11,66 | 61 119 | 23,74 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 3 756 | 0,27 | 252 | 11,06 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 82 098 | 0,10 | 5 502 | 10,93 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 3 348 | 0,06 | 224 | 10,89 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 301 | 355 | ||||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 159 496 | 2,66 | 10 689 | 13,76 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 023 380 | 3,19 | 135 588 | 14,33 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 76 445 | 57,42 | 5 123 | 74,49 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 85 782 | 21,28 | 5 749 | 34,42 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 2 178 411 | 21,38 | 145 997 | 34,51 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 412 324 | 6,52 | 27 634 | 18,04 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 317 | 0,32 | 21 | 10,53 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 34 956 | 1,68 | 2 343 | 12,76 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 259 755 | 1,92 | 17 409 | 12,94 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7 411 | 497 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 644 963 | 9,75 | 43 225 | 21,61 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 29 783 | 0,04 | 1 996 | 10,89 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 391 774 | 0,68 | 26 257 | 11,57 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 283 | 823 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15 641 | 1 048 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 6 987 | 468 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27 853 | 2,75 | 1 867 | 13,85 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 80 074 | 3,12 | 5 367 | 14,27 | ||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 499 676 | 9,49 | 33 488 | 21,33 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 154 140 | 10 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 206 149 | 1,93 | 13 903 | 13,20 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 30 420 | 14,02 | 2 039 | 26,35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39 106 | 0,18 | 2 621 | 11,02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 023 | 10,67 | 270 | 22,83 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 5 225 | 16,84 | 350 | 29,63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 547 471 | 3,98 | 36 692 | 15,22 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 12 928 | 65,34 | 866 | 83,47 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 23 132 | 0,09 | 1 550 | 10,95 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 4 335 | 0,28 | 291 | 11,11 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 26 076 | 100,54 | 1 748 | 122,26 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 248 866 | 0,20 | 16 679 | 11,03 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 120 217 | 2,17 | 8 | 14,29 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 27 510 | 0,08 | 1 844 | 10,89 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 66 176 | 0,08 | 4 435 | 10,90 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 17 652 | 0,27 | 1 183 | 11,18 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 116 327 | 4,17 | 7 796 | 15,43 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 216 015 | 4,23 | 14 477 | 15,50 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 106 986 | 6,31 | 7 170 | 17,81 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15 945 | 61,47 | 1 069 | 78,89 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 229 645 | 15 391 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3 420 | 209,78 | 229 | 246,97 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 5 328 | 0 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 17 634 | 1 182 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 25 414 | 3,09 | 1 703 | 14,22 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 300 | 40,85 | 556 | 56,18 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 57 767 | 2,03 | 3 872 | 13,05 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 108 430 | 6,56 | 7 | 16,67 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 34 347 | 20,70 | 2 302 | 33,70 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 24 320 | 0,27 | 1 630 | 11,12 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3 087 | 207 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 223 | 0,45 | 15 | 7,69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 59 537 | 21,23 | 3 990 | 34,34 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 037 | 0 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 44 405 | 15,13 | 3 046 | 30,62 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 24 011 | 0,16 | 1 609 | 11,04 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 311 989 | 5,54 | 20 910 | 16,95 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 4 658 | 3,33 | 312 | 14,71 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 12 604 | 9,88 | 845 | 21,79 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 236 | 1 089,71 | 217 | 1 250,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18 481 | 46,74 | 1 239 | 62,68 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 665 448 | 122,86 | 44 598 | 146,96 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 81 808 | 12,78 | 5 | 25,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 89 054 | 279,15 | 5 968 | 320,28 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 27 860 | 0,08 | 1 867 | 5,24 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 143 113 | 11,93 | 9 591 | 24,04 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 8 600 | 576 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 37 333 | 2,23 | 2 502 | 13,32 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 57 815 | 32,49 | 3 875 | 46,80 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 189 782 | 47,75 | 12 719 | 63,74 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 30 857 | 63,45 | 2 068 | 81,24 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 55 342 | 0,64 | 3 709 | 11,55 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 10 308 | 1,03 | 691 | 11,83 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 203 668 | 7,08 | 14 | 18,18 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 195 364 | 6,52 | 13 093 | 18,04 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 6 194 | 7,46 | 415 | 19,25 | ||||
| 2025-07-18 | 13F | Fmb Wealth Management | 111 342 | 2,81 | 7 462 | 13,94 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 4 831 | 11,06 | 324 | 22,81 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 87 355 | 0,39 | 5 855 | 11,25 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 6 606 | 5,59 | 443 | 16,93 | ||||
| 2025-08-07 | 13F | PFG Advisors | 174 936 | 7,21 | 11 724 | 18,81 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 26 344 | 47,22 | 1 821 | 78,70 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 4 790 | 0,25 | 321 | 11,46 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 837 611 | 8,76 | 56 137 | 20,52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 173 621 | 15,13 | 11 636 | 27,59 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 19 330 | 1,92 | 1 295 | 13,00 | ||||
| 2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 80 861 | 3,23 | 5 419 | 14,40 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 6 280 | 0,27 | 421 | 11,11 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 23 836 | 9,24 | 1 597 | 21,08 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 36 759 | 174 942,86 | 2 464 | 3,44 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13 619 | 42,18 | 913 | 57,51 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 224 999 | 2,27 | 82 099 | 13,33 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 23 454 | 1 572 | ||||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 2 390 540 | 1,02 | 160 214 | 11,94 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 83 202 | 278,55 | 1 473 | 10,84 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 7 795 | 522 | ||||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3 650 | 245 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 24 000 | 1 608 | ||||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 581 352 | 33,67 | 38 962 | 48,12 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 796 649 | 7,10 | 53 391 | 18,68 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 3 794 | 0,26 | 254 | 11,40 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 3 476 | 233 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 048 | 0,27 | 740 | 11,11 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 25 085 | 0,22 | 1 681 | 11,10 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 670 487 | 6,59 | 44 936 | 18,12 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 221 | 216 | ||||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 277 065 | 2,86 | 18 569 | 13,98 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 35 500 | 0,57 | 2 379 | 11,48 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 8 692 | 0,23 | 583 | 11,07 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5 412 | 28,89 | 363 | 43,08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 238 673 | 17,96 | 15 996 | 30,71 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 23 724 | 1,18 | 1 590 | 12,06 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 5 422 | 363 | ||||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 78 236 | 293,96 | 5 | 400,00 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 3 389 | 0,21 | 204 | −5,58 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 407 | 31,56 | 362 | 38,17 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 93 196 | 21,55 | 6 246 | 34,68 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 5 431 | 0,31 | 368 | 17,20 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 880 | 0,28 | 260 | 11,11 | ||||
| 2025-08-14 | 13F | Betterment LLC | 159 219 | 62,34 | 11 | 100,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 57 196 | 318,44 | 3 833 | 364,04 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 69 438 | 6,32 | 4 654 | 17,83 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 175 324 | 5,92 | 11 750 | 17,38 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 12 738 | 0,28 | 854 | 11,07 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 148 913 | 9 980 | ||||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 3 330 | 230 | ||||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 33 352 | 28,03 | 2 235 | 41,90 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 4 525 | 0,27 | 303 | 11,40 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 22 660 | 1,98 | 1 528 | 23,84 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 376 483 | 26 228 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 12 422 | 0,12 | 833 | 10,93 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 5 793 | 7,56 | 388 | 19,38 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 30 148 | 2 049 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 111 742 | 7 489 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 803 | 0,25 | 55 | 17,39 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 1 071 | 0,28 | 72 | 10,94 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 143 574 | 1,17 | 9 622 | 12,12 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 160 626 | 6,22 | 10 765 | 17,71 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3 540 | 237 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 16 654 | 221,13 | 1 116 | 256,55 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 388 711 | 0,72 | 26 051 | 11,62 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 8 800 | 6,64 | 590 | 18,04 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 14 314 | 0,97 | 959 | 11,90 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 4 313 | 0,28 | 289 | 11,15 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 3 659 | 245 | ||||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 97 873 | 8,62 | 6 559 | 20,37 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 4 858 | 0,27 | 326 | 10,92 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6 793 | 455 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 285 749 | 5,06 | 19 151 | 16,41 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 3 180 | 213 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 181 452 | 0,81 | 12 161 | 11,70 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 12 269 | 0,27 | 822 | 11,08 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 565 | 0,84 | 105 | 11,83 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 470 | 9 821,69 | 1 104 | 10 930,00 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 750 294 | 17,50 | 50 285 | 30,21 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 79 223 | 0,79 | 5 310 | 11,70 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 6 908 | 0,01 | 463 | 10,79 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 517 541 | 1,26 | 168 726 | 12,21 |
