Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF inkluderer Tandem Financial, LLC, Concord Asset Management, LLC/VA, ERn Financial, LLC, Johnson & White Wealth Management, LLC, 21 West Wealth Management LLC, TT Capital Management LLC, Perfromance Wealth Partners, LLC, Embree Financial Group, L.m. Kohn & Company, Traub Capital Management LLC, Strata Wealth Advisors, LLC, Root Financial Partners, LLC, CWA Asset Management Group, LLC, Klingman & Associates, LLC, Crescent Grove Advisors, LLC, Glenmede Investment Management, LP, Maseco Llp, Hoey Investments, Inc, Pflug Koory, LLC, og Harbor Asset Planning, Inc. .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 6 658 | 220 | ||||||
| 2025-07-28 | 13F | Essex LLC | 164 047 | 2,97 | 5 415 | 10,38 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2 290 | 114,82 | 76 | 134,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 13 164 | 2,52 | 435 | 9,87 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 31 744 | 986 | ||||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 751 536 | 5,96 | 57 818 | 13,57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 569 618 | 2,97 | 18 803 | 10,37 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 673 | 46,62 | 22 | 57,14 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 24 681 | 0,96 | 815 | 8,24 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 66 720 | 3,41 | 2 202 | 10,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 463 904 | 19,60 | 15 | 36,36 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 72 935 | 2 435 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 189 899 | 36,07 | 6 269 | 45,84 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 161 | 21,44 | 269 | 30,10 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 12 372 | 0,63 | 408 | 7,94 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 21 268 | 702 | ||||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 395 868 | 10,51 | 13 068 | 18,44 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 16 971 | 30,93 | 1 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6 245 | 206 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 26 712 | 1,29 | 882 | 8,50 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 215 | 22,86 | 7 | 40,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 313 | 307 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 8 982 | 50,33 | 296 | 60,87 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 366 | 12 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 22 | 1 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 20 377 | 3,25 | 673 | 10,71 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 21 | 1 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 105 455 | 0,85 | 3 481 | 8,11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 43 | 95,45 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 229 | 1 154,08 | 41 | 1 233,33 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 157 414 | 3,03 | 5 196 | 10,44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 451 600 | 1,32 | 15 | 7,69 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 29 740 | 40,75 | 982 | 50,92 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 209 | 31,45 | 0 | |||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 36 768 | 1 214 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 105 216 | 2,29 | 3 473 | 9,63 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5 275 | 25,27 | 174 | 34,88 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 7 054 | 6,81 | 233 | 14,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 497 114 | 6,62 | 82 430 | 14,27 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13 946 | 81,56 | 460 | 94,92 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 131 | 5 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 34 192 | 29,04 | 1 129 | 38,24 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 064 | 7,08 | 167 | 15,17 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 6 316 | 208 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 60 088 | 10,28 | 1 984 | 18,18 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 142 948 | 2,88 | 4 719 | 10,26 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 70 474 | 2 326 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 31 420 | 16,21 | 1 037 | 24,64 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 70 474 | 2,01 | 2 326 | 9,36 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 267 | 10,73 | 240 | 18,32 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 133 206 | 1 887,85 | 4 397 | 2 034,47 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 140 391 | 11,24 | 4 634 | 19,22 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 193 | 0,52 | 6 | 20,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 4 519 | 7,34 | 149 | 15,50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 393 717 | 76,95 | 12 997 | 89,67 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 95 | 3 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 20 678 | 683 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 7 070 | 21,02 | 233 | 30,17 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 133 | 4 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26 305 | 34,85 | 868 | 44,67 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 46 252 | 0,26 | 1 527 | 7,46 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 2 220 | 5,87 | 73 | 14,06 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 15 022 | 13,63 | 496 | 21,62 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6 386 | 211 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 24 | 1 | ||||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 523 | 17 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 365 643 | 0,16 | 12 070 | 7,35 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 87 350 | 44,88 | 2 883 | 55,33 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 255 799 | 8 444 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 15 585 | 0,95 | 480 | 7,14 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 224 814 | 8,31 | 7 421 | 16,08 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 17 155 | 566 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 765 | 46,66 | 157 | 67,02 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 276 879 | 41,84 | 9 145 | 52,10 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 37 | 1 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 33 059 | 1 091 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 792 | 0,64 | 26 | 8,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 281 | 252,35 | 141 | 281,08 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 40 671 | 44,54 | 1 340 | 54,91 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 3 620 | 0,64 | 120 | 8,18 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 91 243 | 17,60 | 3 012 | 26,04 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 3 625 | 0,44 | 120 | 8,18 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 79 156 | 28,00 | 2 613 | 37,18 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 7 128 | 0,58 | 240 | 10,09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 320 551 | 20,47 | 10 581 | 29,12 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 235 | 8 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 217 604 | 9,82 | 73 203 | 17,70 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 318 008 | 611 453,85 | 10 695 | 1 069 300,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 7 728 | 255 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 27 956 | 66,07 | 923 | 77,99 | ||||
| 2025-08-14 | 13F | Betterment LLC | 41 745 | 15,52 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 243 450 | 3,24 | 8 036 | 10,66 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 139 | 5 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 53 345 | 167,25 | 1 761 | 186,64 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 644 | 87 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 7 305 | 241 | ||||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 49 | 2 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 74 | 2 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 69 797 | 20,08 | 2 304 | 28,72 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 23 914 | 0,59 | 789 | 7,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36 794 | 8,98 | 1 215 | 16,84 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 68 516 | 0,46 | 2 262 | 7,67 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 353 835 | 2,20 | 11 680 | 9,54 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 10 427 | 0,02 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 166 | 5 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 603 | 121,01 | 383 | 137,89 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 59 737 | 8,39 | 1 972 | 16,15 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 37 | 1 | −98,18 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 11 006 | 21,91 | 363 | 30,58 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 389 | 0 | ||||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 276 545 | 5,93 | 9 129 | 13,52 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 22 055 | 1,96 | 751 | 15,38 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 25 978 | 2,81 | 858 | 10,15 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 27 807 | 0,04 | 918 | 7,13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 991 | 6,29 | 396 | 13,83 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 19 270 | 636 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20 037 | 26,94 | 661 | 36,01 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 780 920 | 1,21 | 58 788 | 8,47 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 68 145 | 10,56 | 2 249 | 18,49 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 16 597 | 0,64 | 548 | 7,89 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 118 | 4 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 43 332 | 5 398,98 | 1 430 | 5 858,33 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 98 304 | 43,73 | 3 245 | 54,23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19 056 | 629 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 467 | 42,58 | 147 | 53,13 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 554 | 18 | ||||||
| 2025-08-29 | NP | GDMA - Gadsden Dynamic Multi-Asset ETF | 152 807 | 2,99 | 5 044 | 10,40 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 520 697 | 0,82 | 17 188 | 8,06 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 6 392 | 211 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 18 911 | 58,00 | 1 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 7 252 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 183 487 | 60,83 | 6 057 | 72,39 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 625 251 | 11,44 | 19 258 | 18,16 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 38 | 1 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 585 637 | 26 387,43 | 19 332 | 28 327,94 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 574 | 184 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 7 431 | 0,62 | 245 | 7,93 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 558 | 3 105,41 | 117 | 3 800,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 639 267 | 2 923,97 | 21 102 | 3 141,47 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 19 | 1 | ||||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 324 582 | 30,81 | 10 714 | 40,20 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 130 135 | 3,30 | 4 296 | 10,70 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 11 644 | 12,80 | 384 | 21,14 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 17 502 | 0,93 | 578 | 8,05 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 18 697 | 617 | ||||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 121 736 | 2,55 | 4 019 | 9,90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 220 196 | 43,52 | 7 | 75,00 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 74 839 | 3,41 | 2 470 | 10,81 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 9 664 | 0,26 | 319 | 7,77 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 721 | 57 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 44 607 | 1 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 11 904 | 11,58 | 393 | 19,51 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 6 932 | 5,01 | 229 | 12,32 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 86 439 | 17,97 | 2 853 | 26,46 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 43 555 | 240,94 | 1 462 | 293,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 15 595 | 16,92 | 515 | 25,37 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6 349 | 210 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 71 | 1,43 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 262 753 | 8,20 | 8 673 | 15,96 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 58 239 | 11,26 | 1 955 | 21,22 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 22 240 | 7,11 | 734 | 14,87 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 597 544 | 34,79 | 19 725 | 44,46 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 46 205 | 5,99 | 1 423 | 12,40 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 651 | 21 | ||||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 422 | 47 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 010 | 8,58 | 396 | 16,47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 23 922 | 75,63 | 790 | 88,31 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 375 874 | 4,29 | 12 408 | 11,77 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 357 912 | 1,47 | 11 815 | 8,75 | ||||
| 2025-08-01 | 13F | Motco | 25 | 1 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 48 | 2 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 436 | 0 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 128 414 | 4,96 | 4 239 | 12,47 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 73 109 | 25 462,59 | 2 413 | 30 062,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16 829 | 4,67 | 556 | 12,12 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 419 921 | 5,09 | 13 862 | 12,64 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8 918 | 36,61 | 294 | 46,27 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 102 451 | 14,47 | 3 382 | 22,68 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1 236 | 41 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 78 590 | 0,47 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 65 876 | 0,61 | 2 175 | 7,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 38 546 | 682,98 | 1 272 | 742,38 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 19 312 | 68,03 | 637 | 80,45 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 135 854 | 2,24 | 4 485 | 9,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 222 235 | 7 336 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 59 124 | 1 952 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10 824 | 11,63 | 357 | 19,80 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 378 | 0,27 | 12 | 9,09 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 156 592 | 28,47 | 38 175 | 37,71 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 306 241 | 371,43 | 10 109 | 405,45 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 17 293 | 0,64 | 571 | 7,75 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 153 222 | 3,27 | 5 058 | 10,68 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 89 732 | 0,67 | 2 962 | 7,91 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 41 379 | 2,30 | 1 366 | 9,64 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 20 | 1 | ||||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 131 168 | 1,66 | 4 465 | 11,63 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 60 901 | 0,34 | 2 010 | 7,54 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 5 490 | 53,44 | 169 | 64,08 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 402 | 1 016,67 | 12 | 1 100,00 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 9 778 | 21,83 | 323 | 30,36 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 510 | 116 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 42 680 | 11,20 | 1 409 | 19,12 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 883 | 2,20 | 293 | 9,74 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6 840 | 2,36 | 226 | 9,76 | ||||
| 2025-07-29 | 13F | Creekside Partners | 28 377 | 33,24 | 937 | 42,90 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 446 527 | 8,08 | 14 740 | 15,83 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 561 672 | 18,23 | 19 | 28,57 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 71 | 2 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 9 688 | 0,53 | 329 | 10,81 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 603 420 | 2,44 | 19 919 | 9,79 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 13 331 | 2,26 | 442 | 17,29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 115 424 | 81,38 | 3 810 | 94,39 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 571 159 | 1,92 | 18 854 | 9,22 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 5 178 | 324,43 | 171 | 359,46 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 41 818 | 418 080,00 | 1 380 | 5,34 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 58 | −14,71 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 105 294 | 0,35 | 3 534 | 9,35 | ||||
| 2025-08-08 | 13F | Creative Planning | 153 890 | 0,69 | 5 080 | 7,90 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 468 365 | 32,25 | 15 461 | 50,29 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 13 960 | 7,02 | 461 | 14,71 | ||||
| 2025-07-31 | 13F | Strata Wealth Advisors, LLC | 9 508 | 314 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 178 | 11,37 | 402 | 19,29 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 307 572 | 3,37 | 10 153 | 10,78 |
