AVDV American Century ETF Trust - Avantis International Small Cap Value ETF Action - prix de l'action, participation institutionnelle, actionnaires (ARCA)

American Century ETF Trust - Avantis International Small Cap Value ETF
US ˙ ARCA ˙ US0250728021

Statistiques de base
Propriétaires institutionnels 502 total, 502 long only, 0 short only, 0 long/short - change of 11,56% MRQ
Allocation moyenne du portefeuille 1.2860 % - change of -1,74% MRQ
Actions institutionnelles (Long) 100 122 782 (ex 13D/G) - change of 9,55MM shares 10,54% MRQ
Valeur institutionnelle (Long) $ 7 766 346 USD ($1000)
Participation institutionnels et actionnaires

American Century ETF Trust - Avantis International Small Cap Value ETF (US:AVDV) détient 502 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 100,122,782 actions. Les principaux actionnaires incluent Creative Planning, Savant Capital, LLC, Jones Financial Companies Lllp, Buckingham Strategic Partners, Colony Group, LLC, Accredited Investors Inc., Mason Investment Advisory Services, Inc., Envestnet Asset Management Inc, Modera Wealth Management, LLC, and Haverford Trust Co .

American Century ETF Trust - Avantis International Small Cap Value ETF (ARCA:AVDV) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.

The share price as of September 8, 2025 is 87,43 / share. Previously, on September 9, 2024, the share price was 66,76 / share. This represents an increase of 30,96% over that period.

AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF Institutional Ownership
Indice de confiance des fonds

L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.

Fréquence de mise à jour : Quotidienne

Consulter notre outil d'analyse de participation, qui fournit une liste des entreprises les mieux classées.

Ratio put/call institutionnel

En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.

L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.

AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF Historical Put/Call Ratio
Déclarations 13D/G

Nous présentons les dépôts 13D/G séparément des dépôts 13F en raison de leur traitement différent par la SEC. Les déclarations 13D/G peuvent être déposées par des groupes d'investisseurs (avec un leader), ce qui n'est pas le cas des déclarations 13F. Il en résulte des situations dans lesquelles un investisseur peut déposer une déclaration 13D/G indiquant une valeur pour le total des actions (représentant toutes les actions détenues par le groupe d'investisseurs), mais déposer ensuite une déclaration 13F indiquant une valeur différente pour le total des actions (représentant strictement ses propres actions). Cela signifie que l'actionnariat des déclarations 13D/G et des déclarations 13F n'est souvent pas directement comparable, c'est pourquoi nous les présentons séparément.

Note : À compter du 16 mai 2021, nous n'affichons plus les propriétaires qui n'ont pas déposé de déclaration 13D/G au cours de l'année écoulée. Auparavant, nous montrions l'historique complet des déclarations 13D/G. En général, les entités qui sont tenues de déposer des déclarations 13D/G doivent le faire au moins une fois par an avant de soumettre une déclaration de clôture. Cependant, il arrive que des fonds sortent de positions sans soumettre de déclaration de clôture (c'est-à-dire qu'ils procèdent à une liquidation), de sorte que l'affichage de l'historique complet pouvait prêter à confusion quant à l'actionnariat actuel. Pour éviter toute confusion, nous n'affichons désormais que les propriétaires "actuels", c'est-à-dire les propriétaires qui ont déposé des documents au cours de l'année écoulée.

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Date de dépôt Formulaire Investisseur Actions
précédentes
Actions
actuelles
&Delta ; Actions
(Pourcentage)
Participation
(Pourcentage)
&Delta ; Participation
(Pourcentage)
2025-08-07 13G Savant Capital, LLC 10,983,707 8.32
Déclarations 13F et NPORT

Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-07-10 13F Exchange Traded Concepts, Llc 209 108 -17,95 16 578 -6,72
2025-05-15 13F/A Orion Portfolio Solutions, LLC 108 977 -5,72 7 600 1,04
2025-08-07 13F Palisade Asset Management, LLC 4 840 0,00 384 13,65
2025-08-14 13F Beaird Harris Wealth Management, LLC 440 807 0,58 34 947 14,34
2025-07-08 13F Holcombe Financial, Inc. 21 377 -12,69 1 695 -0,76
2025-07-25 13F Tranquility Partners, LLC 6 453 -0,80 512 12,80
2025-07-23 13F Quarry Hill Advisors, Llc 225 669 -2,21 17 891 11,17
2025-07-08 13F Baker Ellis Asset Management LLC 15 830 48,22 1 255 68,68
2025-08-06 13F Csenge Advisory Group 8 715 0,00 674 10,49
2025-07-31 13F CAP Partners, LLC 10 064 0,03 798 13,69
2025-07-07 13F Discipline Wealth Solutions, LLC 55 606 24,88 4 408 41,96
2025-07-25 13F Lion Street Advisors, LLC 4 750 6,57 377 21,29
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class 25 200 1 998
2025-08-05 13F Bank Of Montreal /can/ 463 992 12,64 36 785 28,05
2025-08-06 13F Modera Wealth Management, LLC 1 811 931 9,16 143 650 24,09
2025-08-13 13F Congress Wealth Management LLC / DE / 2 847 226
2025-07-29 13F Signature Estate & Investment Advisors Llc 52 792 0,15 4 185 13,85
2025-08-14 13F GWM Advisors LLC 56 278 -55,85 4 462 -49,82
2025-08-06 13F Savant Capital, LLC 10 983 707 2,28 870 788 16,27
2025-08-11 13F Traub Capital Management LLC 300 24
2025-07-30 13F Nottingham Advisors, Inc. 177 349 -2,12 14 060 11,28
2025-08-14 13F Modern Wealth Management, LLC 11 033 -0,79 875 12,77
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0
2025-04-22 13F Bright Futures Wealth Management, LLC. 41 243 -15,45 2 888 -10,62
2025-07-15 13F Family Wealth Partners, Llc 125 485 2,58 9 948 16,61
2025-07-28 13F RCS Financial Planning, LLC 33 443 -7,01 2 651 5,70
2025-07-15 13F Bannerman Wealth Management Group, Llc 54 615 0,38 4 330 14,10
2025-07-10 13F Websterrogers Financial Advisors, Llc 9 200 0,00 729 13,73
2025-08-14 13F Moneta Group Investment Advisors Llc 3 287 -48,93 261 -41,96
2025-07-28 13F Harbour Investments, Inc. 2 837 1,21 225 14,87
2025-07-03 13F Higgins & Schmidt Wealth Strategies LLC 65 398 -7,02 5 185 5,69
2025-07-15 13F Marquette Asset Management, LLC 320 652 0,77 25 421 14,56
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 60 0,00 5 0,00
2025-04-15 13F Paladin Advisory Group, LLC 0 -100,00 0
2025-07-22 13F DBK Financial Counsel, LLC 3 195 0,00 253 13,96
2025-07-30 13F Strategic Blueprint, LLC 153 583 0,51 12 176 14,26
2025-08-18 13F Hollencrest Capital Management 0 -100,00 0
2025-08-21 13F Aveo Capital Partners, LLC 0 -100,00 0
2025-08-06 13F Stokes Family Office, LLC 65 001 -0,29 5 153 13,35
2025-08-15 13F Equitable Holdings, Inc. 5 093 16,20 404 32,13
2025-07-29 13F Lutz Financial Services LLC 4 174 0,00 331 13,40
2025-07-08 13F/A Salem Investment Counselors Inc 187 0,00 15 7,69
2025-05-15 13F Tower Research Capital LLC (TRC) 0 -100,00 0
2025-07-23 13F True Vision MN LLC 18 684 -2,37 1 481 11,02
2025-07-17 13F Porter White Investment Advisors, Inc. 100 731 -2,74 7 986 10,55
2025-08-04 13F Assetmark, Inc 533 255,33 42 320,00
2025-07-28 NP AVMA - Avantis Moderate Allocation ETF 3 262 -7,38 252 6,33
2025-07-29 13F Ifrah Financial Services, Inc. 8 291 -1,05 657 12,50
2025-08-14 13F Diversify Wealth Management, Llc 18 934 2,10 1 588 17,98
2025-08-14 13F Old Mission Capital Llc 0 -100,00 0
2025-07-14 13F Park Avenue Securities Llc 473 118 38
2025-08-05 13F Cherry Tree Wealth Management, LLC 3 857 0,70 306 14,23
2025-07-23 13F L.K. Benson & Company, P.C. 16 170 -0,50 1 282 13,15
2025-08-14 13F Clark Capital Management Group, Inc. 19 918 -2,46 1 579 10,88
2025-07-07 13F Shotwell Rutter Baer Inc 2 531 203
2025-08-11 13F Citigroup Inc 85 4 150,00 7
2025-07-08 13F Apella Capital, LLC 422 074 10,83 33 445 31,89
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0 -100,00
2025-07-21 13F Creative Capital Management Investments LLC 210 0,00 17 14,29
2025-08-14 13F Jane Street Group, Llc 268 428 -10,52 21 281 1,71
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class 87 600 6 945
2025-07-17 13F Symmetry Partners, LLC 82 655 23,92 6 553 40,87
2025-07-03 13F Collective Family Office Llc 139 297 -6,14 11 043 6,71
2025-08-14 13F UBS Group AG 109 147 177,27 8 653 215,23
2025-07-15 13F Armis Advisers, LLC 84 958 -0,16 6 735 13,50
2025-07-18 13F Trilogy Capital Inc. 78 282 -2,03 6 206 11,38
2025-08-13 13F JRM Investment Counsel, LLC 145 529 5,77 11 538 20,24
2025-08-12 13F Accredited Wealth Management, LLC 608 48
2025-08-14 13F Sunbelt Securities, Inc. 0 -100,00 0
2025-07-22 13F Verus Wealth Management, Llc 17 514 -7,44 1 389 5,23
2025-08-14 13F Destination Wealth Management 3 401 270
2025-07-30 13F Clune & Associates, Ltd. 17 902 -0,58 1 419 13,07
2025-08-11 13F Principal Securities, Inc. 26 677 320,44 2 115 413,11
2025-07-16 13F Pacific Sage Partners, LLC 6 186 19,44 490 35,73
2025-05-02 13F SageOak Financial, LLC 0 -100,00 0
2025-07-03 13F Lam Group, Inc. 10 255 14,84 813 30,71
2025-07-15 13F Kraft Asset Management, Llc 22 218 -24,23 1 761 -13,85
2025-04-14 13F NewSquare Capital LLC 0 -100,00 0
2025-07-28 NP AVGV - Avantis All Equity Markets Value ETF 197 255 10,05 15 264 26,19
2025-08-13 13F Brown Advisory Inc 6 802 -11,26 539 0,94
2025-08-14 13F Css Llc/il 6 100 0,00 484 13,65
2025-07-29 13F Werba Rubin Papier Wealth Management 302 162 3,46 23 955 17,61
2025-08-12 13F Burk Holdings LLC 11 942 56,86 947 78,49
2025-08-12 13F Steward Partners Investment Advisory, Llc 4 376 1 532,84 347 1 822,22
2025-08-14 13F Certified Advisory Corp 10 860 0,93 861 14,67
2025-07-01 13F Harbor Investment Advisory, Llc 235 0,00 19 12,50
2025-08-01 13F Red Lighthouse Investment Management, Llc 175 217 0,64 13 891 21,15
2025-07-18 13F Pure Financial Advisors, Inc. 1 623 192 0,39 128 687 14,12
2025-07-25 13F Cwm, Llc 40 838 -2,98 3 50,00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 162 14
2025-07-11 13F Rockwood Wealth Management, LLC 4 676 -0,32 371 13,15
2025-07-18 13F Liberty Capital Management, Inc. 2 999 238
2025-08-04 13F JDM Financial Group LLC 431 0,00 34 13,33
2025-04-28 13F Clear Creek Financial Management, LLC 0 -100,00 0
2025-08-11 13F Empowered Funds, LLC 657 690 -8,07 52 142 4,51
2025-07-28 NP SPILX - Symmetry Panoramic International Equity Fund Class I Shares 76 217 0,00 5 898 14,66
2025-07-29 13F TFC Financial Management 0 -100,00 0
2025-07-21 13F Financial Architects, LLC 2 760 219
2025-08-14 13F DHK Financial Advisors, Inc. 4 376 1,86 347 15,72
2025-07-29 13F Unison Advisors LLC 1 176 012 0,99 93 234 14,81
2025-07-08 13F Peirce Capital Management, LLC 232 271 -5,73 18 414 7,17
2025-07-11 13F Annex Advisory Services, LLC 421 957 12,56 33 453 27,96
2025-07-17 13F HB Wealth Management, LLC 115 495 -9,30 9 157 3,11
2025-08-06 13F Entrewealth, Llc 4 954 37,96 393 56,80
2025-07-16 13F Signature Resources Capital Management, LLC 5 0,00 0
2025-08-14 13F EP Wealth Advisors, Inc. 25 258 -0,55 2 002 13,04
2025-07-16 13F Squire Investment Management Company, LLC 177 607 7,03 14 081 21,66
2025-07-16 13F Falcon Wealth Planning 259 646 -4,59 20 585 8,46
2025-08-14 13F CoreCap Advisors, LLC 15 006 10,57 1 190 25,69
2025-08-04 13F McMill Wealth Management 183 860 -2,78 14 558 10,39
2025-08-14 13F Bragg Financial Advisors, Inc 6 002 476
2025-08-14 13F Vivaldi Capital Management, LLC 19 514 15,17 1 547 30,99
2025-08-13 13F Townsquare Capital Llc 11 444 18,95 907 35,37
2025-07-09 13F Bank of New Hampshire 1 578 125
2025-08-04 13F Arcadia Wealth Management, Inc. 29 961 2,54 2 375 16,59
2025-08-14 13F Smartleaf Asset Management LLC 486 1 925,00 38 3 700,00
2025-08-07 13F Resources Investment Advisors, LLC. 57 842 -30,19 4 586 -20,65
2025-08-12 13F Nemes Rush Group LLC 3 714 23,68 294 40,67
2025-08-15 13F CI Private Wealth, LLC 1 053 451 -5,95 83 518 6,91
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 302 932 7,02 24 016 21,66
2025-07-28 NP SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 40 442 -24,65 3 129 -13,59
2025-08-11 13F Cornerstone Planning Group LLC 554 -42,71 45 -33,82
2025-07-31 13F Insight Wealth Partners, LLC 21 331 2,23 1 691 16,22
2025-07-09 13F Exchange Bank 8 629 0,00 684 13,81
2025-07-14 13F GAMMA Investing LLC 100 8
2025-08-06 13F Capasso Planning Partners LLC 27 349 -45,52 2 168 -38,07
2025-07-29 13F Kondo Wealth Advisors, Inc. 245 782 3,56 19 500 17,81
2025-07-09 13F Pallas Capital Advisors LLC 0 -100,00 0
2025-08-14 13F Financial Engines Advisors L.L.C. 13 613 -42,30 1 079 -34,37
2025-07-15 13F Oak Wealth Advisors LLC 64 158 6,49 5 086 21,07
2025-08-25 13F/A Promus Capital, LLC 532 56,93 42 82,61
2025-07-23 13F Wealth Management Nebraska 540 154 2,56 42 597 15,97
2025-07-07 13F Schulz Wealth, LTD. 66 714 14,80 5 289 30,53
2025-08-01 13F Logan Capital Management Inc 0 -100,00 0
2025-08-07 13F Allworth Financial LP 68 161 -37,83 5 404 -31,12
2025-07-30 13F Bayshore Asset Management, Llc 92 402 0,32 7 326 14,04
2025-07-30 13F Crewe Advisors LLC 360 -38,78 29 -31,71
2025-07-28 13F Eq Wealth Advisors, Llc 12 0,00 1
2025-07-28 13F BRYN MAWR TRUST Co 1 582 0,00 125 13,64
2025-08-13 13F Fisher Asset Management, LLC 0 -100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 13 1
2025-08-05 13F Dunhill Financial, LLC 42 3
2025-08-06 13F Legacy Wealth Managment, LLC/ID 158 13
2025-08-11 13F Private Advisor Group, LLC 33 817 -67,58 2 681 -63,14
2025-07-14 13F Brady Martz Wealth Solutions, LLC 143 518 43,85 11 378 63,55
2025-08-11 13F M Wealth Management, LLC 4 667 0,00 370 13,85
2025-07-18 13F Truist Financial Corp 0 -100,00 0
2025-07-22 13F Team Financial Group, LLC 125 10
2025-08-14 13F CoreFirst Bank & Trust 114 987 -0,11 9 116 13,55
2025-08-01 13F Bessemer Group Inc 719 0,00 0
2025-08-14 13F Greenline Partners, LLC 345 835 -7,52 27 418 5,13
2025-07-16 13F Perigon Wealth Management, LLC 169 616 1,60 13 447 15,50
2025-07-17 13F Stone Point Wealth LLC 51 926 -8,46 4 117 4,04
2025-08-12 13F Zacks Investment Management 2 913 231
2025-07-21 13F Life Planning Partners, Inc 3 885 0,00 308 14,07
2025-07-09 13F Hardin Capital Partners, LLC 12 272 21,10 974 37,82
2025-08-06 13F First Horizon Advisors, Inc. 326 61,39 26 78,57
2025-08-19 13F Advisory Services Network, LLC 36 907 4,87 2 953 20,33
2025-07-25 13F NorthRock Partners, LLC 1 514 120
2025-07-17 13F CogentBlue Wealth Advisors, LLC 303 109 -2,34 24 030 11,02
2025-08-08 13F Islay Capital Management, Llc 300 0,00 24 15,00
2025-08-05 13F WorthPointe, LLC 16 102 -3,19 1 277 10,09
2025-09-03 13F Ballentine Capital Advisors, Inc 64 444 -0,75 5 109 12,83
2025-08-08 13F Tortoise Investment Management, LLC 43 883 0,41 3 479 14,18
2025-08-08 13F Cetera Investment Advisers 280 710 77,12 22 255 101,36
2025-05-07 13F Spectrum Wealth Counsel, LLC 0 -100,00 0 -100,00
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-07-17 13F Sage Rhino Capital Llc 3 045 0,63 241 14,22
2025-08-12 13F Passive Capital Management, LLC. 19 137 1,05 1 518 15,00
2025-07-21 13F Ameriflex Group, Inc. 55 0,00 4 33,33
2025-07-23 13F HMV Wealth Advisors, LLC 105 110 45,06 8 333 64,91
2025-07-29 13F Goldstein Advisors, LLC 7 232 -1,50 573 11,91
2025-07-29 13F Salomon & Ludwin, LLC 0 -100,00 0
2025-08-14 13F Ancora Advisors, LLC 3 685 0,00 292 14,06
2025-08-14 13F Betterment LLC 99 278 -6,70 8 0,00
2025-07-18 13F TruNorth Capital Management, LLC 2 810 0,00 223 13,85
2025-08-05 13F Prosperity Consulting Group, LLC 11 249 -30,16 892 -20,66
2025-08-14 13F Aqr Capital Management Llc 82 109 7,75 6 510 22,49
2025-08-04 13F Haven Private, LLC 43 527 60,37 3 451 82,35
2025-07-17 13F Tempus Wealth Planning, LLC 5 000 396
2025-08-13 13F Renaissance Technologies Llc 7 400 -38,84 587 -30,49
2025-08-08 13F Avantax Advisory Services, Inc. 2 564 203
2025-06-27 NP AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 822 0,00 1 583 8,95
2025-07-15 13F RVW Wealth, LLC 2 815 -7,37 223 5,69
2025-07-22 13F Merit Financial Group, LLC 110 191 -88,66 8 736 -87,11
2025-08-05 13F Sigma Planning Corp 17 019 9,17 1 349 24,10
2025-08-07 13F AllGen Financial Advisors, Inc. 24 420 1 936
2025-07-14 13F Northland Capital Management LLC 15 688 -6,49 1 244 6,24
2025-08-29 13F Evolution Wealth Management Inc. 89 7
2025-08-01 13F JDH Wealth Management, LLC 4 219 -14,16 334 -2,34
2025-08-13 13F Northern Trust Corp 4 906 389
2025-08-13 13F Philadelphia Trust Co 19 671 -12,16 2 0,00
2025-07-16 13F Plancorp, LLC 175 860 0,00 13 942 13,68
2025-08-13 13F Haverford Trust Co 1 661 796 1,45 131 747 15,33
2025-08-08 13F Good Life Advisors, LLC 25 375 4,75 2 012 19,06
2025-04-25 13F Smallwood Wealth Investment Management, LLC 856 60
2025-07-10 13F Selective Wealth Management, Inc. 6 432 2,98 520 22,99
2025-08-01 13F James Investment Research Inc 4 425 5,16 351 19,45
2025-08-04 13F Joseph P. Lucia & Associates, LLC 2 692 213
2025-07-28 13F Delap Wealth Advisory, Llc 128 926 -19,16 10 221 -8,10
2025-07-31 13F Glass Jacobson Investment Advisors llc 40 2,56 3 50,00
2025-07-11 13F Kaufman Rossin Wealth, LLC 158 410 10,49 12 559 25,61
2025-08-04 13F Pensionmark Financial Group, Llc 138 917 3,98 11 013 18,20
2025-04-14 13F Greenspring Advisors, LLC 11 625 54,71 811 65,64
2025-07-18 13F Fmb Wealth Management 13 191 0,00 1 046 13,71
2025-08-14 13F Arete Wealth Advisors, LLC 19 368 2
2025-08-07 13F Fonville Wealth Management LLC 103 323 12,50 8 191 27,27
2025-07-22 13F Checchi Capital Advisers, LLC 108 154 42,35 8 574 61,83
2025-07-31 13F CVA Family Office, LLC 15 492 -0,48 1 228 13,18
2025-07-23 13F Intergy Private Wealth, LLC 144 159 -0,94 11 429 12,61
2025-07-21 13F Ameritas Advisory Services, LLC 302 24
2025-08-14 13F Camarda Financial Advisors, LLC 9 340 1,28 740 15,09
2025-07-25 13F Gibson Capital, LLC 22 584 -12,62 1 790 -0,67
2025-08-07 13F CENTRAL TRUST Co 10 811 15,44 857 31,24
2025-07-16 13F Meredith Wealth Planning 330 653 8,23 26 214 23,04
2025-07-09 13F Breakwater Capital Group 12 260 19,32 972 35,61
2025-07-17 13F Global Trust Asset Management, LLC 5 755 17,02 456 33,33
2025-08-12 13F Jacobi Capital Management LLC 3 829 304
2025-08-12 13F CIBC Private Wealth Group, LLC 1 964 0,61 156 29,17
2025-07-29 13F Activest Wealth Management 0 0
2025-08-08 13F Austin Wealth Management, LLC 19 024 29,10 1 522 44,40
2025-07-31 13F LJI Wealth Management, LLC 3 909 3,47 310 17,49
2025-07-25 13F Index Fund Advisors, Inc. 3 551 1,72 282 15,64
2025-08-12 13F Proequities, Inc. 0 0
2025-06-27 NP TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114 600 0,00 8 311 8,91
2025-05-05 13F Creekmur Asset Management LLC 0 -100,00 0
2025-07-25 13F Verdence Capital Advisors LLC 15 106 1,11 1 198 14,99
2025-08-28 NP SIRAX - Sierra Tactical All Asset Fund Class A 128 100 10 156
2025-07-11 13F Pinnacle Bancorp, Inc. 380 117,14 30 150,00
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 6 421 0,00 509 13,87
2025-08-14 13F Seldon Capital Lp 8 000 0,00 634 13,82
2025-08-07 13F Apeiron RIA LLC 127 218 1,78 10 086 15,69
2025-08-18 13F/A National Bank Of Canada /fi/ 520 0,00 41 10,81
2025-08-06 13F Rialto Wealth Management, LLC 95 629 19,01 7 581 35,30
2025-08-14 13F Integrated Wealth Concepts LLC 5 463 26,46 433 43,85
2025-07-09 13F Reyes Financial Architecture, Inc. 601 48
2025-07-24 13F Morton Brown Family Wealth, LLC 237 808 9,97 18 853 25,02
2025-07-17 13F LexAurum Advisors, LLC 21 441 -2,51 1 700 10,83
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 20 424 444,79 1 619 520,31
2025-07-18 13F Dogwood Wealth Management LLC 21 455 -9,86 1 719 3,56
2025-08-04 13F Hantz Financial Services, Inc. 111 0,00 0
2025-07-30 13F Caliber Wealth Management, LLC / KS 58 966 13,67 4 675 29,22
2025-07-23 13F Elevate Wealth Advisory, Inc 64 808 -6,94 5 138 5,79
2025-07-29 13F Flagstone Financial Management 163 195 -2,15 12 938 11,25
2025-05-14 13F Studio Investment Management Llc 0 -100,00 0
2025-07-28 NP AVNM - Avantis All International Markets Equity ETF 332 878 170,60 25 758 210,30
2025-08-14 13F Wells Fargo & Company/mn 108 321 41,42 8 588 60,78
2025-08-08 13F Glassman Wealth Services 521 0,00 41 13,89
2025-08-08 13F Truepoint, Inc. 71 735 -14,39 5 687 -2,67
2025-08-14 13F/A Rockefeller Capital Management L.P. 10 451 829
2025-08-14 13F Qube Research & Technologies Ltd 15 144 149,28 1 201 183,69
2025-07-25 13F Atria Wealth Solutions, Inc. 15 375 -5,13 1 220 7,88
2025-07-07 13F Versant Capital Management, Inc 51 523 -2,45 4 085 10,89
2025-08-14 13F Financial Advisory Service, Inc. 6 0
2025-07-18 13F Meritas Wealth Management, LLC 2 899 0,10 230 13,93
2025-07-21 13F Keb Asset Management, Llc 113 379 40,47 8 989 59,70
2025-08-05 13F Clarity Wealth Development LLC 7 690 0,00 610 9,34
2025-07-28 13F Courier Capital Llc 30 285 8,07 2 401 22,82
2025-08-01 13F Envestnet Asset Management Inc 2 173 301 0,50 172 299 14,25
2025-06-26 NP FGSM - Frontier Asset Global Small Cap Equity ETF 244 530 7,86 17 733 17,48
2025-07-08 13F Atwood & Palmer Inc 252 608 3,51 20 027 17,66
2025-07-28 NP SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 16 780 0,00 1 298 14,66
2025-07-15 13F Level Financial Advisors, Inc. 10 018 -5,02 794 8,03
2025-08-11 13F HighTower Advisors, LLC 585 106 -3,66 46 387 9,52
2025-08-15 13F WealthCollab, LLC 90 044 0,68 7 139 14,45
2025-07-10 13F Wedmont Private Capital 107 809 0,97 8 715 20,72
2025-05-09 13F NewEdge Wealth, LLC 0 -100,00 0
2025-06-26 NP FARX - Frontier Asset Absolute Return ETF 3 388 -6,38 246 2,08
2025-05-15 13F Cubist Systematic Strategies, LLC 0 -100,00 0
2025-07-09 13F Seaside Wealth Management, Inc. 7 022 15,06 557 30,82
2025-08-12 13F Hill Investment Group Partners, LLC 518 512 -9,43 41 108 2,96
2025-05-15 13F CAPROCK Group, Inc. 9 123 636
2025-07-16 13F Gradient Capital Advisors, LLC 23 080 -3,96 1 830 9,19
2025-07-15 13F Signet Financial Management, Llc 52 193 -5,78 4 138 7,09
2025-07-31 13F Orion Capital Management LLC 19 930 35,49 1 580 54,15
2025-08-15 13F Morgan Stanley 657 106 46,51 52 095 66,55
2025-07-10 13F Financial Management Network Inc 213 170 2,07 17 094 32,53
2025-07-17 13F XY Planning Network, Inc. 60 623 -8,87 4 806 3,60
2025-08-08 13F D'Orazio & Associates, Inc. 131 449 -14,78 10 421 -3,12
2025-08-08 13F Brickley Wealth Management 451 681 -0,28 35 809 13,36
2025-08-11 13F Beta Wealth Group, Inc. 82 279 6 523
2025-08-14 13F Bank Of America Corp /de/ 120 620 10,39 9 563 25,49
2025-07-17 13F Northwest Wealth Management, Llc 261 061 1,50 20 697 15,38
2025-07-22 13F Simplicity Wealth,LLC 138 948 112,46 11 016 141,56
2025-08-06 13F Legacy Investment Solutions, LLC 158 13
2025-08-13 13F Jones Financial Companies Lllp 7 776 974 25,65 613 293 40,51
2025-04-28 13F Great Point Wealth Advisors, LLC 209 508 -1,31 14 611 5,76
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 151 152 -1,06 11 983 19,65
2025-08-07 13F Cascade Financial Partners, LLC 34 483 14,86 2 734 30,58
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class 29 500 2 339
2025-08-14 13F Citadel Advisors Llc 1 264 280 5 474,92 100 232 6 239,78
2025-07-28 NP AVGE - Avantis All Equity Markets ETF 86 252 7,95 6 674 23,80
2025-08-14 13F Comerica Bank 6 213 168,15 493 205,59
2025-08-12 13F Cowa, Llc 65 392 8,96 5 187 23,94
2025-08-12 13F Coldstream Capital Management Inc 21 205 -0,87 1 681 12,74
2025-07-14 13F Harbor Group, Inc. 20 832 140,72 1 652 173,80
2025-04-29 13F Callan Capital, LLC 448 149 1,05 31 254 8,29
2025-08-28 NP PRAE - PlanRock Alternative Growth ETF 4 463 -23,93 354 -13,69
2025-07-16 13F Signaturefd, Llc 6 0
2025-07-17 13F Sound Income Strategies, LLC 152 -41,98 12 -33,33
2025-08-05 13F Mason Investment Advisory Services, Inc. 2 455 994 0,98 194 711 14,80
2025-08-06 13F Prospera Financial Services Inc 2 743 -10,36 217 1,88
2025-07-28 NP AVNV - Avantis All International Markets Value ETF 111 837 661,57 8 654 774,04
2025-08-15 13F Kestra Advisory Services, LLC 30 077 32,74 2 385 50,89
2025-08-06 13F Cloud Capital Management, LLC 18 893 24,49 2 0,00
2025-08-14 13F Integrity Wealth Advisors, Inc. 3 619 -3,34 287 9,58
2025-08-12 13F Global Retirement Partners, LLC 1 967 156
2025-08-15 13F Captrust Financial Advisors 14 880 9,03 1 180 23,97
2025-08-13 13F Smith, Moore & Co. 79 410 -2,37 6 296 10,98
2025-08-12 13F AlphaCore Capital LLC 410 202 32 521
2025-08-13 13F Cerity Partners LLC 1 317 162 0,57 104 425 14,33
2025-07-01 13F First National Bank Sioux Falls 69 302 4,54 5 494 18,84
2025-08-05 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2025-07-24 13F Ronald Blue Trust, Inc. 3 670 -9,83 291 2,47
2025-08-13 13F Beacon Pointe Advisors, LLC 5 363 0,00 425 13,64
2025-07-14 13F Pacifica Partners Inc. 0 -100,00 0
2025-07-21 13F Pflug Koory, LLC 228 18
2025-08-13 13F Transce3nd, LLC 17 1
2025-07-10 13F Anderson Hoagland & Co 87 970 -1,61 6 974 25,95
2025-08-07 13F Curtis Advisory Group, LLC 12 122 3,06 961 17,20
2025-07-31 13F Buckingham Strategic Partners 3 807 743 5,73 301 871 20,19
2025-07-16 13F TCI Wealth Advisors, Inc. 674 075 1,65 53 441 15,56
2025-08-04 13F Bordeaux Wealth Advisors LLC 4 000 0,00 317 14,03
2025-08-12 13F Pfc Capital Group, Inc. 15 120 112,27 1
2025-08-01 13F Equita Financial Network, Inc. 31 649 -8,34 2 509 4,19
2025-08-11 13F TD Waterhouse Canada Inc. 78 836 0,76 6 243 14,91
2025-08-11 13F Shufro Rose & Co Llc 27 898 -0,54 1 946 -0,56
2025-07-10 13F Voisard Asset Management Group, Inc. 86 493 3,67 6 857 17,86
2025-08-18 13F/A Kestra Investment Management, LLC 27 438 97,17 2 175 124,23
2025-08-14 13F Riggs Asset Managment Co. Inc. 159 0,00 13 9,09
2025-08-05 13F Oakwell Private Wealth Management, LLC 170 192 10,30 13 493 25,39
2025-07-29 13F Financial Futures Ltd Liability Co. 70 472 1 354,83 5 587 1 557,86
2025-07-15 13F Colonial River Wealth Management, LLC 2 776 225
2025-07-17 13F Claris Advisors, Llc / Mo / 49 135 6,28 3 895 20,81
2025-07-25 13F PrairieView Partners, LLC 482 251 -3,74 38 11,76
2025-07-31 13F Trademark Financial Management, LLC 8 016 636
2025-08-08 13F Pnc Financial Services Group, Inc. 6 948 -79,57 551 -76,80
2025-05-12 13F Simplex Trading, Llc 0 -100,00 0
2025-07-28 13F Kiker Wealth Management, LLC 601 48
2025-08-13 13F Northwestern Mutual Wealth Management Co 388 265 46,38 30 782 66,41
2025-07-23 13F Prime Capital Investment Advisors, LLC 292 219 -4,43 23 167 8,65
2025-08-13 13F Victory Financial Group, Llc 5 002 397
2025-05-12 13F Operose Advisors LLC 0 -100,00 0
2025-07-29 13F Financial Symmetry Inc 3 720 -12,33 295 -0,34
2025-05-13 13F Hartland & Co., LLC 0 -100,00 0
2025-07-29 13F Aire Advisors, Llc 39 026 15,63 3 094 31,45
2025-07-30 13F TFB Advisors LLC 4 049 1,40 321 15,47
2025-08-12 13F O'shaughnessy Asset Management, Llc 4 478 3,44 355 17,94
2025-08-13 13F Seven Springs Wealth Group, LLC 111 403 6,94 8 832 21,59
2025-07-29 13F Swmg, Llc 2 779 225
2025-08-14 13F Cardiff Park Advisors, Llc 78 420 1,22 6 217 15,09
2025-08-01 13F Bull Oak Capital, LLC 76 817 -18,61 6 090 -7,47
2025-07-28 13F Axxcess Wealth Management, Llc 2 596 206
2025-08-13 13F B&D White Capital Company, LLC 103 662 103,39 8 218 131,23
2025-07-11 13F/A Umb Bank N A/mo 12 057 -7,79 956 4,83
2025-07-16 13F RWM Asset Management, LLC 50 641 -1,34 4 015 12,15
2025-08-06 13F AE Wealth Management LLC 17 302 52,80 1 372 73,76
2025-07-31 13F Kathleen S. Wright Associates Inc. 2 260 0,00 179 14,01
2025-07-17 13F Lauterbach Financial Advisors, LLC 31 207 7,24 2 474 21,93
2025-07-24 13F IFP Advisors, Inc 1 242 -95,27 98 -94,65
2025-08-12 13F LPL Financial LLC 858 900 4,30 68 094 18,56
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0
2025-07-14 13F Capstone Wealth Management, LLC 29 179 36,05 2 313 54,72
2025-08-13 13F Cresset Asset Management, LLC 389 418 0,08 30 873 13,77
2025-08-14 13F Stifel Financial Corp 37 355 -1,35 2 962 12,16
2025-07-14 13F Foster Group, Inc. 587 363 -4,86 46 566 8,15
2025-08-05 13F Telos Capital Management, Inc. 53 355 3,05 4 230 17,15
2025-08-19 13F Asset Dedication, LLC 13 059 -1,51 1 035 12,01
2025-07-29 13F Angeles Wealth Management, Llc 2 249 141,31 178 178,13
2025-07-21 13F/A Abacus Planning Group, Inc. 10 407 250,52 825 298,55
2025-08-04 13F Savvy Advisors, Inc. 16 414 -5,66 1 301 7,25
2025-08-05 13F Atlas Wealth LLC 3 486 0,00 277 13,58
2025-07-11 13F Prosperity Planning, Inc. 182 237 2,63 14 448 16,67
2025-08-14 13F Mml Investors Services, Llc 81 529 5,00 6 20,00
2025-08-05 13F Astra Wealth Partners LLC 21 828 0,04 1 731 13,74
2025-07-03 13F McLean Asset Management Corp 33 155 7,86 2 644 38,89
2025-07-17 13F Oceanside Advisors LLC 82 490 -1,41 6 540 12,08
2025-08-07 13F Vise Technologies, Inc. 3 803 302
2025-08-14 13F NCM Capital Management, LLC 5 773 10,64 458 25,90
2025-08-12 13F SRS Capital Advisors, Inc. 410 0,00 34 21,43
2025-07-09 13F Northwest & Ethical Investments L.P. 42 900 2 825
2025-07-08 13F Parallel Advisors, LLC 3 974 112,06 315 142,31
2025-08-12 13F BlackRock, Inc. 919 3 576,00 73 7 100,00
2025-08-08 13F Larson Financial Group LLC 147 044 -9,35 11 658 3,05
2025-08-13 13F Capital Analysts, Inc. 8 299 1,85 1
2025-08-11 13F Empirical Finance, LLC 4 651 -6,81 369 5,75
2025-08-13 13F IAG Wealth Partners, LLC 23 628 42,04 1 873 61,47
2025-08-07 13F Tillman Hartley LLC 22 216 0,12 1 761 13,83
2025-07-29 13F Private Wealth Management Group, LLC 136 407 4,68 10 814 19,01
2025-07-31 13F Wealthfront Advisers Llc 30 433 10,28 2 413 25,36
2025-07-14 13F Parkshore Wealth Management, Inc. 68 897 -16,95 5 462 -5,58
2025-07-14 13F Friday Financial 86 406 -1,73 6 850 11,62
2025-08-01 13F Fort Vancouver Investment Management, LLC 86 402 17,96 6 850 34,08
2025-08-11 13F Brown Brothers Harriman & Co 80 -25,23 6 -14,29
2025-08-15 13F Keel Point, LLC 3 123 0,00 248 13,82
2025-08-07 13F Efficient Advisors, LLC 272 692 -9,88 21 619 2,45
2025-07-16 13F Magnus Financial Group LLC 94 836 3,58 7 519 17,74
2025-07-24 13F WMG Financial Advisors, LLC 101 528 2,29 8 049 16,30
2025-07-17 13F Kavar Capital Partners Group, Llc 52 542 20,76 4 166 37,28
2025-08-13 13F Natixis Advisors, L.p. 40 219 27,49 3 50,00
2025-07-07 13F Kings Path Partners LLC 53 133 -3,32 4 212 9,92
2025-07-30 13F Forum Financial Management, LP 28 371 -0,81 2 249 12,79
2025-08-04 13F Capital Performance Advisors Llp 36 767 -1,35 2 915 12,12
2025-08-12 13F American Century Companies Inc 940 441 36,53 74 558 55,21
2025-08-14 13F Warren Averett Asset Management, LLC 163 889 -0,55 12 993 13,05
2025-07-11 13F Physician Wealth Solutions Inc. 64 568 -3,40 5 119 9,80
2025-07-17 13F SC&H Financial Advisors, Inc. 17 438 0,57 1 382 14,31
2025-08-13 13F Continuum Advisory, LLC 38 629 -0,56 3 063 13,03
2025-08-05 13F Golden Bell Financial Planning LLC 68 307 -5,45 5 415 7,48
2025-08-13 13F Empire Financial Management Company, LLC 51 458 12,34 4 080 27,71
2025-07-17 13F Fifth Third Securities, Inc. 13 866 1,22 1 099 15,08
2025-07-25 13F Wealth Architects, LLC 196 628 -1,70 15 589 11,75
2025-07-24 13F Jfs Wealth Advisors, Llc 89 0,00 7 16,67
2025-04-01 13F/A Talon Private Wealth, LLC 0 -100,00 0 -100,00
2025-07-09 13F Sunpointe, LLC 13 163 0,00 1 044 13,74
2025-08-06 13F Valued Wealth Advisors LLC 155 023 -1,15 12 290 12,38
2025-07-10 13F Signal Advisors Wealth, LLC 9 417 -4,21 747 8,91
2025-08-04 13F Spire Wealth Management 0 -100,00 0
2025-07-30 13F Jackson Thornton Asset Management, Llc 104 248 0,51 8 351 15,03
2025-08-14 13F D. E. Shaw & Co., Inc. 9 762 -38,64 774 -30,30
2025-08-05 13F Avant Financial Advisors LLC 57 972 4,72 4 596 19,07
2025-08-28 NP Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares 5 226 414
2025-07-30 13F/A Divergent Planning, LLC 531 625 1,56 42 179 18,33
2025-08-12 13F Pathstone Holdings, LLC 231 518 36,39 18 355 55,04
2025-08-14 13F Fmr Llc 2 579 171,19 204 209,09
2025-07-25 13F Ruedi Wealth Management, Inc. 6 914 548
2025-08-06 13F S&t Bank/pa 42 3
2025-08-12 13F Seeds Investor Llc 5 474 434
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1 810 0,00 143 13,49
2025-08-07 13F Prospect Financial Group LLC 40 579 1,84 3 217 15,80
2025-07-23 13F Mraz, Amerine & Associates, Inc. 123 431 3,49 9 786 16,35
2025-07-24 13F Us Bancorp \de\ 622 35,22 49 53,13
2025-08-13 13F EverSource Wealth Advisors, LLC 50 298 9,34 3 988 24,28
2025-07-28 13F Private Wealth Asset Management, LLC 0 -100,00 0
2025-07-31 13F Opus Capital Group, LLC 340 110 -1,85 27 8,33
2025-08-12 13F Jpmorgan Chase & Co 8 079 217,07 641 261,58
2025-08-13 13F Russell Investments Group, Ltd. 712 8,37 56 24,44
2025-08-14 13F Mariner, LLC 113 381 21,04 8 989 37,58
2025-07-15 13F Define Financial, Llc 263 827 -1,35 20 916 15,67
2025-07-16 13F Tru Independence Asset Management 2, Llc 8 393 665
2025-08-15 13F Fidelity D & D Bancorp Inc 39 904 -0,81 3 164 12,76
2025-07-25 13F Libra Wealth Llc 113 805 0,34 9 022 14,07
2025-08-11 13F Compass Capital Corp /ma/ /adv 3 464 0,00 241 0,00
2025-04-28 13F Able Wealth Management LLC 0 -100,00 0
2025-08-01 13F Clark Asset Management, LLC 11 096 -23,66 880 -13,23
2025-08-08 13F Accredited Investors Inc. 2 492 034 0,34 197 568 14,07
2025-07-30 13F Whittier Trust Co Of Nevada Inc 623 0,00 49 13,95
2025-08-27 13F/A Brinker Capital Investments, LLC 117 624 7,93 9 325 22,70
2025-08-04 13F Waterfront Wealth Inc. 40 796 -3,07 3 234 10,19
2025-08-14 13F Citadel Advisors Llc Call 0 -100,00 0
2025-05-02 13F MB Generational Wealth, LLC 3 270 228
2025-07-18 13F Parkwoods Wealth Partners, LLC 5 486 0,00 435 13,61
2025-08-12 13F BWM Planning, LLC 33 985 15,88 2 694 31,74
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 31 338 -12,07 2 484 -0,04
2025-08-08 13F Emerald Investment Partners, Llc 38 164 2,87 3 026 16,93
2025-08-12 13F MAI Capital Management 1 429 0,70 113 15,31
2025-08-14 13F Citadel Advisors Llc Put 0 -100,00 0
2025-07-15 13F Evanson Asset Management, LLC 20 320 1,52 1 611 15,41
2025-05-15 13F Shakespeare Wealth Management, Inc. 0 -100,00 0 -100,00
2025-07-09 13F Efficient Frontier Advisors LLC 37 377 0,23 2 963 13,96
2025-05-05 13F Archer Investment Corp 0 -100,00 0
2025-08-27 NP XNAV - FundX Aggressive ETF 16 024 1 270
2025-05-12 13F Ccm Investment Group, Llc 715 192 1,39 50 435 10,36
2025-07-31 13F Curio Wealth, Llc 51 647 19 918,22 4 095 57,95
2025-05-02 13F Whittier Trust Co 0 -100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 40 579 7,35 3 220 22,06
2025-07-25 13F Sequoia Financial Advisors, LLC 599 107 3,19 47 497 17,30
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 578 543 3,54 45 867 17,71
2025-07-31 13F Intelligent Financial Strategies 4 271 0,00 339 13,80
2025-08-14 13F Headlands Technologies LLC 78 6
2025-07-17 13F Willow Creek Wealth Management Inc. 295 235 4,93 23 406 19,28
2025-07-10 13F Fortress Wealth Management, Inc. 64 126 1,35 5 084 15,21
2025-08-05 13F Allodium Investment Consultants, LLC 3 118 0,06 247 13,82
2025-08-13 13F Maia Wealth LLC 8 526 676
2025-07-16 13F Leading Edge Financial Planning LLC 2 670 212
2025-08-14 13F Federation des caisses Desjardins du Quebec 46 555 -9,65 3 691 2,70
2025-07-09 13F VisionPoint Advisory Group, LLC 4 937 391
2025-07-10 13F Pacific Asset Management, LLC 12 392 3,81 982 18,03
2025-07-29 13F Chicago Partners Investment Group LLC 63 295 -1,47 5 267 11,78
2025-07-09 13F Leibman Financial Services, Inc. 50 115 3 973
2025-07-11 13F LongView Wealth Management 0 -100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 39 613 116,82 3 140 146,47
2025-08-11 13F Independent Advisor Alliance 12 756 21,40 1 011 38,11
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 136 023 -0,57 10 908 14,33
2025-08-07 13F Nwam Llc 8 286 0,00 657 13,69
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 35 932 36,80 3 100,00
2025-07-15 13F Accurate Wealth Management, LLC 10 196 2,64 825 22,95
2025-07-30 13F Paragon Advisors, LLC 6 758 -30,22 536 -20,74
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 410 296 -3,97 32 528 9,17
2025-07-09 13F Emprise Bank 245 701 9,49 19 479 24,47
2025-07-28 13F Ckw Financial Group 4 0
2025-07-28 13F Mutual Advisors, LLC 3 093 0,00 255 14,86
2025-07-25 13F Community Bank, N.A. 83 363 0,20 6 609 13,91
2025-08-13 13F Per Stirling Capital Management, LLC. 75 701 6 002
2025-08-14 13F Colony Group, LLC 3 552 546 -0,73 281 646 12,85
2025-07-11 13F Quantum Financial Advisors, LLC 204 299 0,26 16 197 13,97
2025-08-14 13F Ameriprise Financial Inc 3 566 283
2025-07-17 13F Poinciana Advisors Group, Llc 89 442 7,13 7 091 21,78
2025-07-31 13F Stegent Equity Advisors, Inc. 41 352 210,50 3 278 253,23
2025-08-14 13F Raymond James Financial Inc 182 152 22,45 14 441 39,21
2025-07-31 13F Brighton Jones Llc 6 233 -0,08 494 13,56
2025-08-07 13F Parkside Financial Bank & Trust 5 221 -0,13 414 13,46
2025-08-14 13F Mpwm Advisory Solutions, Llc 27 3,85 2 100,00
2025-07-29 13F Ballast, Inc. 2 692 213
2025-07-22 13F Hill Island Financial Llc 60 887 4 827
2025-08-08 13F Foundations Investment Advisors, LLC 37 969 2,10 3 010 16,08
2025-08-12 13F Frontier Asset Management, LLC 598 287 0,37 47 432 14,10
2025-08-18 13F Geneos Wealth Management Inc. 338 -65,19 27 -61,19
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 68 377 -2,65 5 421 10,66
2025-08-13 13F Parkworth Wealth Management, Inc. 24 695 6,09 1 958 20,58
2025-08-14 13F Navigoe, LLC 19 654 7,52 2 0,00
2025-08-05 13F Key FInancial Inc 150 0,00 12 10,00
2025-07-10 13F Cypress Point Wealth Management, LLC 54 971 -4,02 4 358 9,11
2025-08-07 13F PCG Wealth Advisors, LLC 0 -100,00 0
2025-07-14 13F Seed Wealth Management, Inc. 22 341 8,66 1 771 23,59
2025-07-22 13F Wealthcare Advisory Partners LLC 10 533 35,14 835 53,78
2025-07-24 13F Endeavor Private Wealth, Inc. 8 836 2,95 701 17,06
2025-07-10 13F Klaas Financial Asset Advisors, LLC 83 405 1,88 6 612 15,82
2025-06-27 NP AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 128 889 0,00 9 347 8,93
2025-08-14 13F Susquehanna International Group, Llp 39 964 3 168
2025-08-06 13F Commonwealth Equity Services, Llc 186 803 65,52 15 100,00
2025-08-12 13F Prosperitas Financial LLC 6 517 2,55 517 16,48
2025-07-30 NP CCMG - CCM Global Equity ETF 657 690 -7,69 50 892 5,86
2025-08-11 13F Aptus Capital Advisors, LLC 826 6,31 66 20,37
2025-08-08 13F Creative Planning 18 388 604 27,31 1 457 848 44,73
2025-07-15 13F Mather Group, Llc. 0 -100,00 0
2025-07-29 13F Fundamentun, Llc 270 620 4,66 21 455 18,97
2025-05-07 13F WMS Partners, LLC 0 -100,00 0
2025-08-14 13F Royal Bank Of Canada 75 627 36,68 5 996 55,42
2025-08-14 13F Ariadne Wealth Management, LP 14 671 -25,13 1 235 -14,84
2025-07-24 13F Robertson Stephens Wealth Management, LLC 3 055 -2,68 242 11,01
2025-07-25 13F LRI Investments, LLC 19 331 0,00 1 533 13,65
2025-08-04 13F Mesirow Financial Investment Management, Inc. 2 662 211
2025-08-01 13F Liberty Wealth Management Llc 3 784 1,86 300 15,83
2025-08-06 13F Blue Investment Partners LLC 69 973 5 547
2025-08-06 13F Golden State Wealth Management, LLC 85 1,19 7 20,00
2025-08-07 13F Addison Advisors LLC 9 0,00 1
2025-07-22 13F Valley National Advisers Inc 781 -51,52 0
2025-07-17 13F Fiduciary Advisors, Inc. 281 1,81 22 15,79
2025-07-17 13F Dopkins Wealth Management, Llc 103 791 16,40 8 229 32,33
2025-08-13 13F GeoWealth Management, LLC 1 267 -31,73 100 -22,48
2025-07-15 13F Fortitude Family Office, LLC 55 362 -34,46 4 389 -25,48
2025-07-15 13F Bfsg, Llc 36 0,00 3 0,00
2025-08-12 13F Park Square Financial Group, LLC 920 305,29 73 380,00
2025-07-23 13F REAP Financial Group, LLC 86 154 -3,36 6 830 9,86
2025-08-14 13F Quantinno Capital Management LP 3 075 244
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