Statistiques de base
Propriétaires institutionnels | 353 total, 353 long only, 0 short only, 0 long/short - change of 5,06% MRQ |
Allocation moyenne du portefeuille | 1.6463 % - change of -7,89% MRQ |
Actions institutionnelles (Long) | 75 726 461 (ex 13D/G) - change of 7,76MM shares 11,41% MRQ |
Valeur institutionnelle (Long) | $ 3 458 561 USD ($1000) |
Participation institutionnels et actionnaires
Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF (US:DFSD) détient 353 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 75,726,461 actions. Les principaux actionnaires incluent Buckingham Strategic Partners, Colony Group, LLC, Savant Capital, LLC, Apella Capital, LLC, Resources Investment Advisors, LLC., Beaird Harris Wealth Management, LLC, Planning Center, Inc., Envestnet Asset Management Inc, DiNuzzo Private Wealth, Inc., and HighTower Advisors, LLC .
Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF (ARCA:DFSD) 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 48,36 / share. Previously, on September 9, 2024, the share price was 47,73 / share. This represents an increase of 1,32% over that period.
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
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.
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.
Mettre à niveau
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Awm Capital, Llc | 157 584 | 9,32 | 7 566 | 10,45 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 162 919 | -11,85 | 7 822 | -10,94 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 18 793 | 174,11 | 902 | 177,54 | ||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 14 880 | 1,40 | 707 | 2,91 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 8 633 | 200,07 | 414 | 204,41 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 5 179 | 21,57 | 248 | 22,77 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 44 471 | 5,69 | 2 135 | 6,80 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 5 029 | 2,42 | 241 | 3,43 | ||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 36 411 | 2 | ||||||
2025-08-14 | 13F | Essential Planning, LLC. | 109 915 | 15,55 | 5 277 | 16,75 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 110 298 | -23,71 | 5 295 | -22,93 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 79 588 | 97,78 | 3 821 | 99,84 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 212 121 | -42,03 | 10 184 | -41,43 | ||||
2025-07-14 | 13F | Shearwater Capital LLC | 8 570 | 0,00 | 411 | 0,98 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 58 177 | 12,53 | 2 793 | 13,72 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 99 067 | 6,66 | 4 756 | 7,77 | ||||
2025-08-07 | 13F | Nwam Llc | 16 380 | 3,98 | 785 | 4,95 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 36 087 | 16,84 | 1 733 | 18,06 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 973 | 1 361,48 | 95 | 1 466,67 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1 156 115 | 0,68 | 55 505 | 1,72 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 139 889 | -54,08 | 6 716 | -53,60 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 49 004 | 15,99 | 2 353 | 17,19 | ||||
2025-08-11 | 13F | Citigroup Inc | 58 109 | 63,96 | 2 790 | 65,62 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 8 122 | 0,00 | 390 | 1,04 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 651 308 | 15,42 | 31 269 | 16,61 | ||||
2025-08-14 | 13F | Navigoe, LLC | 15 085 | 0,00 | 1 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 702 184 | -3,85 | 81 722 | -2,85 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 3 750 | 476,92 | 180 | 500,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 78 326 | -44,40 | 3 760 | -43,83 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 162 174 | 6,02 | 7 786 | 7,11 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 10 204 | 0,00 | 490 | 1,03 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 701 192 | 54,56 | 34 | 57,14 | ||||
2025-08-14 | 13F | Clg Llc | 12 602 | 0,00 | 605 | 1,17 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 153 217 | 5,81 | 7 356 | 6,89 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15 712 | 18,06 | 754 | 19,30 | ||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 4 961 | 0,61 | 238 | 1,71 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 77 383 | 3 715 | ||||||
2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35 342 | 4,52 | 1 697 | 5,60 | ||||
2025-07-15 | 13F | Great Oak Capital Partners, Llc | 462 723 | 3,38 | 22 174 | 5,98 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 959 885 | 4,52 | 46 084 | 5,60 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 4 719 | 10,28 | 227 | 11,33 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 427 062 | 0,03 | 20 503 | 1,06 | ||||
2025-07-21 | 13F | Onyx Financial Advisors, LLC | 340 839 | -2,27 | 16 364 | -1,26 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 673 | 1,39 | 80 | 3,90 | ||||
2025-07-31 | 13F | Core Wealth Management, Inc. | 13 299 | -23,29 | 638 | -22,48 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 418 | 20 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 861 | 1 007,29 | 233 | 1 065,00 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 7 855 | -0,25 | 377 | 0,80 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 108 856 | -0,62 | 5 226 | 0,40 | ||||
2025-07-18 | 13F | Truist Financial Corp | 137 281 | 2,31 | 6 591 | 3,36 | ||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 164 954 | -4,47 | 7 919 | -3,49 | ||||
2025-07-23 | 13F | Matisse Capital | 6 500 | 0,00 | 312 | 1,30 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 860 | 0,00 | 41 | 2,50 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 115 006 | 43,55 | 5 521 | 45,02 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 25 869 | -1,70 | 1 242 | -0,72 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 113 | 0,00 | 5 | 0,00 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 1 687 | 29,47 | 81 | 31,15 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 487 | 21,03 | 552 | 22,17 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 35 989 | -27,81 | 1 728 | -27,07 | ||||
2025-05-12 | 13F | Savvy Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 156 277 | 5,15 | 7 486 | 5,69 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 46 787 | -9,36 | 2 244 | -8,48 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 48 103 | -3,25 | 2 309 | -2,24 | ||||
2025-08-14 | 13F | Comerica Bank | 6 901 | 0,00 | 331 | 1,22 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 3 396 458 | 26,06 | 162 758 | 27,36 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 32 946 | 1,37 | 1 582 | 2,40 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 218 777 | 1,10 | 10 679 | 3,85 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 17 866 | -14,37 | 858 | -13,52 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 25 024 | -4,84 | 1 201 | -3,84 | ||||
2025-08-15 | 13F | Morgan Stanley | 42 | -86,36 | 2 | -85,71 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 96 894 | 95,28 | 4 652 | 97,24 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 264 | 0,66 | 205 | 1,49 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 568 872 | 1,96 | 27 | 3,85 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 35 769 | 6,24 | 1 717 | 7,38 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41 160 | 53,88 | 1 976 | 55,47 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 100 006 | 12,98 | 4 801 | 14,15 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 189 672 | 11,34 | 9 099 | 12,39 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 126 | 0,00 | 6 | 20,00 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1 | 0 | ||||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 155 482 | 7,04 | 7 465 | 8,14 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 1 665 | -79,21 | 80 | -79,21 | ||||
2025-05-06 | 13F | Journey Strategic Wealth Llc | 0 | -100,00 | 0 | |||||
2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 99 085 | 21,61 | 4 757 | 22,89 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 82 363 | -2,19 | 3 967 | -1,24 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 55 133 | 7,13 | 2 647 | 8,22 | ||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 137 161 | 4,15 | 6 585 | 5,23 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 268 192 | 9,45 | 12 876 | 10,58 | ||||
2025-08-13 | 13F | Northern Trust Corp | 35 168 | 1 688 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 67 230 | 13,55 | 3 | 50,00 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 8 490 | -15,23 | 408 | -14,32 | ||||
2025-07-10 | 13F | White Wing Wealth Management | 90 129 | -5,39 | 4 327 | -4,42 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 164 361 | 1,84 | 8 | 0,00 | ||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 264 427 | 5,67 | 12 685 | 6,67 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 729 | 35 | ||||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 2 853 | 1,10 | 137 | 1,49 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 105 288 | -1,68 | 5 055 | -0,67 | ||||
2025-08-12 | 13F | Burk Holdings LLC | 105 407 | 31,04 | 5 061 | 32,39 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 891 335 | 28,85 | 42 793 | 30,18 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 065 | 1,67 | 99 | 3,13 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 374 223 | 6,41 | 17 966 | 7,50 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 78 049 | 2,42 | 3 747 | 3,48 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 217 398 | 63,25 | 10 437 | 64,93 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 285 866 | -1,52 | 13 724 | -0,51 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 285 564 | 82,97 | 13 710 | 84,86 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 131 198 | 258,84 | 6 299 | 262,58 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 5 815 | 279 | ||||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 518 413 | -1,26 | 24 842 | -0,42 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 47 091 | 12,62 | 2 261 | 13,74 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 1 356 806 | 2,90 | 65 140 | 3,96 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 27 539 | -2,82 | 1 322 | -1,78 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 32 471 | 33,32 | 1 559 | 34,66 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 573 500 | 110,09 | 27 534 | 112,25 | ||||
2025-07-15 | 13F | Vestment Financial LLC | 354 695 | 7,05 | 17 016 | 7,92 | ||||
2025-08-11 | 13F | Babb Wealth Advisors LLC | 83 916 | 1,49 | 4 029 | 2,55 | ||||
2025-05-02 | 13F | Whittier Trust Co Of Nevada Inc | 0 | -100,00 | 0 | |||||
2025-07-03 | 13F | CPA Asset Management LLC | 164 909 | 3,88 | 7 917 | 4,96 | ||||
2025-08-11 | 13F | WPWealth LLP | 1 024 444 | -4,19 | 49 184 | -3,21 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 10 760 | 84,88 | 517 | 86,96 | ||||
2025-07-18 | 13F | BCO Wealth Management LLC | 293 785 | 6,35 | 14 105 | 7,44 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 127 165 | 20,26 | 6 105 | 21,52 | ||||
2025-07-14 | 13F | Abacus Planning Group, Inc. | 118 755 | 5 701 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 465 | 262 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 58 203 | 0,00 | 2 794 | 1,05 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 33 431 | -0,06 | 1 605 | 1,01 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 173 709 | 4,20 | 8 328 | 5,11 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 23 193 | 10,00 | 1 113 | 11,19 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 21 393 | 46,82 | 1 027 | 48,41 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 16 275 | -14,24 | 781 | -13,32 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 314 651 | -24,23 | 15 106 | -23,45 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 92 577 | 23,02 | 4 445 | 24,31 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 68 576 | 67,42 | 3 292 | 69,17 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 5 849 | 0,00 | 281 | 1,08 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 42 265 | -25,08 | 2 029 | -24,29 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 5 625 | -52,11 | 270 | -51,61 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 85 709 | -0,34 | 4 115 | 0,69 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 81 610 | 1,93 | 3 918 | 3,00 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2 581 436 | -2,05 | 123 935 | -1,04 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 372 779 | 3,23 | 17 897 | 4,29 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 7 261 | 0,01 | 349 | 0,87 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 7 935 | 381 | ||||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 26 115 | 1 254 | ||||||
2025-04-11 | 13F | Foster Group, Inc. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | American Investment Services, Inc. | 37 340 | -2,33 | 1 793 | -1,32 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 179 989 | 3,94 | 8 641 | 5,02 | ||||
2025-08-14 | 13F | Betterment LLC | 212 187 | -2,99 | 10 | 0,00 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 13 278 | 3,23 | 637 | 5,81 | ||||
2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 245 823 | 20,32 | 11 802 | 21,56 | ||||
2025-08-13 | 13F | Kilter Group LLC | 153 | 7 | ||||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 30 006 | 413,27 | 1 | |||||
2025-07-18 | 13F | Fmb Wealth Management | 103 006 | 5,08 | 4 945 | 6,16 | ||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 14 582 | 1,60 | 702 | |||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 7 933 | 68,68 | 381 | 71,95 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 956 818 | 3,17 | 45 937 | 4,23 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 8 754 | -7,43 | 420 | -6,46 | ||||
2025-07-16 | 13F | Meredith Wealth Planning | 63 855 | 5,18 | 3 066 | 6,24 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 127 592 | 0,15 | 6 126 | 1,17 | ||||
2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 32 274 | -3,31 | 1 549 | -2,33 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 17 886 | -2,77 | 1 | |||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 498 093 | -0,13 | 23 913 | 0,90 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10 121 | -6,43 | 486 | -5,46 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 898 104 | -2,73 | 91 128 | -1,73 | ||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 744 424 | 35 636 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 3 660 989 | 20,68 | 175 764 | 21,92 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 75 782 | -21,79 | 3 638 | -20,98 | ||||
2025-07-16 | 13F | Kooman & Associates | 118 755 | -5,12 | 5 701 | -4,14 | ||||
2025-07-16 | 13F | Plancorp, LLC | 5 924 | -11,21 | 284 | -10,41 | ||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 7 329 | 0,18 | 352 | 1,45 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 236 529 | 6,41 | 11 356 | 7,51 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 5 212 | 250 | ||||||
2025-07-21 | 13F | Keb Asset Management, Llc | 19 301 | 36,15 | 927 | 37,59 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 43 005 | -83,88 | 2 065 | -83,72 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 21 094 | -28,53 | 1 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 346 699 | -1,19 | 16 644 | -0,18 | ||||
2025-08-07 | 13F | Midwest Trust Co | 5 118 | 246 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | rebel Financial LLC | 5 847 | 281 | ||||||
2025-07-24 | 13F | FinDec Wealth Services, Inc. | 7 925 | -48,29 | 380 | -47,80 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 12 183 | -1,15 | 585 | -0,17 | ||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 8 253 | 36,39 | 396 | 37,98 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | BetterWealth, LLC | 25 911 | 2,96 | 1 244 | 4,02 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 26 618 | -36,15 | 1 277 | -35,59 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 5 831 | 0,00 | 280 | 0,72 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6 665 | -5,62 | 320 | -4,78 | ||||
2025-04-30 | 13F | Brown Advisory Inc | 0 | -100,00 | 0 | -100,00 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 4 833 | 1,26 | 229 | 2,69 | ||||
2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 123 815 | 1,56 | 5 971 | 3,06 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 151 836 | 37,62 | 7 290 | 39,05 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 34 558 | 93,80 | 1 659 | 95,87 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 47 883 | 51,92 | 2 299 | 53,51 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 90 786 | 12,59 | 4 | 33,33 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 2 325 952 | 2,68 | 111 669 | 3,74 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 72 088 | -3,99 | 3 461 | -2,34 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 379 075 | 8,59 | 18 199 | 9,72 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 22 363 | 0,00 | 1 074 | 1,04 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 27 835 | -15,20 | 1 336 | -14,30 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 55 603 | 127,04 | 2 670 | 129,49 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 66 385 | 11,23 | 3 187 | 12,38 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 46 308 | 4,96 | 2 223 | 6,06 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 62 960 | 0,05 | 3 016 | 0,84 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 938 383 | 31,22 | 93 062 | 32,57 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 14 867 | -2,98 | 714 | -2,06 | ||||
2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 204 171 | -1,65 | 9 802 | -0,64 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 307 781 | 13,37 | 14 777 | 14,54 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 740 | 0,00 | 36 | 0,00 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 856 | 41 | ||||||
2025-07-17 | 13F | Applied Capital LLC | 24 857 | -9,13 | 1 193 | -8,16 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 30 909 | 10,92 | 1 484 | 12,01 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 43 087 | -2,20 | 2 069 | -1,19 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 212 183 | 1,93 | 10 187 | 2,87 | ||||
2025-05-13 | 13F | Francis Financial, Inc. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 96 715 | -34,59 | 4 643 | -33,92 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 53 835 | -0,01 | 2 585 | 1,02 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 13 500 | -24,24 | 647 | -23,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 541 | 6,05 | 122 | 7,08 | ||||
2025-06-03 | 13F | Invst, LLC | 38 872 | 64,76 | 1 847 | 67,00 | ||||
2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 9 688 | -2,74 | 465 | -1,69 | ||||
2025-08-12 | 13F | LPL Financial LLC | 314 963 | 22,79 | 15 121 | 24,06 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 28 860 | -66,95 | 1 386 | -66,62 | ||||
2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 49 318 | 6,45 | 2 368 | 7,54 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 69 337 | 34,43 | 3 329 | 35,78 | ||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 21 622 | -46,69 | 1 038 | -46,13 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 2 714 | -9,44 | 130 | -8,45 | ||||
2025-07-15 | 13F | Maseco Llp | 564 786 | 27 118 | ||||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 13 411 | -4,92 | 644 | -4,03 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 383 | 0,00 | 18 | 0,00 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 15 698 | -22,47 | 754 | -20,65 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 415 | -20,50 | 20 | -20,83 | ||||
2025-07-31 | 13F | City State Bank | 140 441 | -2,23 | 6 743 | -1,22 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 353 618 | -6,44 | 16 977 | -5,47 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 56 252 | 27,86 | 2 701 | 29,19 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 9 095 | 20,29 | 437 | 21,45 | ||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Financial Symmetry Inc | 13 922 | 3,04 | 668 | 4,05 | ||||
2025-07-14 | 13F | Capstone Wealth Management, LLC | 16 297 | 36,41 | 782 | 37,92 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 019 698 | 5,34 | 49 | 6,67 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 21 134 | 0,49 | 1 014 | 1,40 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 817 | 0,00 | 39 | 2,63 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 068 288 | 5,15 | 147 309 | 6,24 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 076 | 40,49 | 868 | 41,90 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 1 839 | 0,00 | 86 | 0,00 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 1 192 294 | 9,80 | 57 242 | 10,93 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 54 106 | -4,13 | 2 598 | -3,13 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 91 243 | 19,62 | 4 381 | 20,86 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 75 908 | 8,33 | 4 | 0,00 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 210 743 | 27,91 | 10 118 | 29,22 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 9 741 | 468 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 4 855 | 13,54 | 233 | 14,78 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 155 266 | 364,12 | 7 454 | 369,10 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 263 924 | 2,91 | 12 671 | 3,97 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 66 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 216 923 | 10,11 | 10 415 | 11,25 | ||||
2025-08-14 | 13F | Mariner, LLC | 20 525 | 985 | ||||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 72 832 | -1,98 | 3 497 | -0,96 | ||||
2025-05-13 | 13F | Intrepid Financial Planning Group LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21 048 | 29,55 | 1 011 | 30,83 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 579 464 | 74,06 | 27 820 | 75,86 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1 279 350 | 0,33 | 61 422 | 1,37 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 6 843 | -69,40 | 329 | -69,11 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 107 297 | 32,77 | 5 151 | 33,83 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 74 162 | 92,73 | 3 561 | 94,75 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 425 410 | -4,74 | 20 424 | -3,76 | ||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 88 974 | 120,11 | 4 272 | 122,45 | ||||
2025-08-05 | 13F | Burney Co/ | 149 506 | 34,52 | 7 178 | 35,90 | ||||
2025-07-14 | 13F | Friday Financial | 146 213 | 8,18 | 7 020 | 9,18 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 53 730 | -4,22 | 2 580 | -3,23 | ||||
2025-07-23 | 13F | Abel Hall, LLC | 6 145 | -6,11 | 295 | -5,14 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 479 978 | 21,97 | 23 044 | 23,22 | ||||
2025-08-14 | 13F | Colony Group, LLC | 3 683 265 | 1,46 | 176 834 | 2,50 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 5 323 | 256 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 81 477 | 16,87 | 3 872 | 18,45 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Blossom Wealth Management | 17 668 | 9,16 | 848 | 10,27 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 19 875 | 75,71 | 954 | 77,65 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 552 | 0,00 | 27 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 342 569 | 191,38 | 16 447 | 194,41 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 102 700 | 11,91 | 4 931 | 13,05 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 38 544 | -4,04 | 1 850 | -3,04 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 16 898 | 0,00 | 811 | 1,12 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 3 039 | 48,61 | 146 | 49,48 | ||||
2025-07-28 | 13F | Verisail Partners, LLC | 369 278 | 0,08 | 17 729 | 1,12 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 134 581 | -10,46 | 6 461 | -9,54 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 33 458 | 0,00 | 1 590 | 0,00 | ||||
2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 502 666 | -1,09 | 24 133 | -0,07 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 486 | 0,00 | 23 | 0,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 079 | -35,67 | 676 | -35,03 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 46 331 | 2 | ||||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 280 649 | 4,69 | 13 474 | 5,77 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 272 942 | -1,22 | 13 104 | -0,21 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 3 396 | 63,74 | 163 | 66,33 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 344 | 17 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 3 896 787 | 11,86 | 187 083 | 13,01 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 33 931 | 23,55 | 1 629 | 24,83 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 155 234 | 45,79 | 7 453 | 47,30 | ||||
2025-08-07 | 13F | Allworth Financial LP | 189 225 | -33,27 | 9 085 | -32,57 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 378 | 211 | ||||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 143 670 | 1,79 | 6 898 | 2,85 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 35 904 | 285,24 | 1 724 | 289,82 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7 029 | 337 | ||||||
2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 2 286 | 0,00 | 110 | 1,87 | ||||
2025-08-12 | 13F | Change Path, LLC | 105 237 | 4,12 | 5 052 | 5,18 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 10 216 | 0,00 | 490 | 1,03 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 4 383 | 210 | ||||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 5 375 | 0,00 | 258 | 1,18 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 | 0 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 11 551 | 2,85 | 555 | 3,94 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 290 834 | -4,36 | 13 963 | -3,38 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 15 526 | 745 | ||||||
2025-08-06 | 13F | North Capital, Inc. | 142 | 0,00 | 7 | 0,00 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 185 796 | 0,35 | 9 | 0,00 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 554 448 | -4,32 | 26 619 | -3,33 | ||||
2025-07-24 | 13F | Williams & Novak, LLC | 13 813 | 26,35 | 663 | 27,50 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 39 952 | 539,85 | 1 918 | 547,97 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 7 897 | 0,88 | 379 | 2,16 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 411 727 | 5,19 | 19 767 | 6,27 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 140 038 | -1,05 | 7 | 0,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 413 466 | 5,00 | 19 801 | 5,79 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 188 990 | 11,88 | 9 073 | 13,03 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 375 453 | 18,11 | 18 026 | 19,32 | ||||
2025-07-22 | 13F | David Wealth Management LLC | 360 829 | 3,53 | 17 323 | 4,59 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 29 800 | -2,07 | 1 431 | -1,11 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 13 132 | 38,61 | 630 | 40,00 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 955 | -12,52 | 238 | -11,90 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 56 733 | 7,86 | 2 724 | 8,96 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 9 002 | 432 | ||||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 929 564 | 4,21 | 44 628 | 5,29 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 276 | 2,21 | 253 | 3,27 | ||||
2025-05-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Forum Financial Management, LP | 16 432 | -29,98 | 789 | -29,33 | ||||
2025-08-07 | 13F | PFG Advisors | 25 425 | -25,41 | 1 221 | -24,64 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 52 429 | 1,31 | 2 517 | 2,36 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 28 936 | -7,93 | 1 389 | -6,97 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 581 | 0,00 | 28 | 0,00 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 248 180 | 3,76 | 11 915 | 4,83 | ||||
2025-07-25 | 13F | Parker Financial LLC | 132 101 | 9,64 | 6 342 | 10,74 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 930 | 45 | ||||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 259 549 | 0,80 | 12 461 | 1,83 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 760 536 | 192 929,44 | 36 513 | 40,07 | ||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 6 562 | 46,93 | 315 | 48,58 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 134 630 | 5,54 | 6 464 | 6,63 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 1 242 440 | 4,47 | 59 650 | 5,55 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 50 068 | 10,41 | 2 404 | 11,56 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 11 549 | -90,07 | 554 | -89,97 | ||||
2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 62 336 | -88,13 | 2 993 | -88,01 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8 510 | 0,00 | 409 | 0,99 | ||||
2025-08-13 | 13F | Wealthquest Corp | 605 612 | 29 075 | ||||||
2025-07-31 | 13F | Warburton Capital Management, LLC | 8 154 | 37,02 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11 159 | 3,19 | 536 | 4,29 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 160 230 | 402,84 | 7 693 | 408,06 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 31 516 | 69,26 | 1 513 | 71,15 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 271 412 | 6,05 | 13 | 8,33 | ||||
2025-05-09 | 13F | TD Waterhouse Canada Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 53 | -66,03 | 3 | -71,43 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 56 440 | 7,21 | 2 710 | 8,32 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 210 743 | 10 118 | ||||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 167 760 | -5,00 | 8 054 | -4,02 | ||||
2025-07-25 | 13F | Cwm, Llc | 5 395 | -14,08 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 3 759 | 0,00 | 180 | 1,12 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 44 625 | 10,35 | 2 142 | 11,50 | ||||
2025-07-31 | 13F | Cornerstone Management, Inc. | 148 489 | 40,74 | 7 129 | 42,19 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 933 135 | 13,03 | 44 800 | 14,19 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 15 926 | -0,20 | 765 | 0,79 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 41 123 | -1,54 | 1 974 | -0,50 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 213 359 | 40,57 | 10 243 | 43,96 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 481 515 | 11,92 | 23 118 | 13,07 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 561 | 0,90 | 27 | 0,00 |