SCHC Schwab Strategic Trust - Schwab International Small-Cap Equity ETF Action - prix de l'action, participation institutionnelle, actionnaires (ARCA)

Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
US ˙ ARCA ˙ US8085248883

Statistiques de base
Propriétaires institutionnels 461 total, 461 long only, 0 short only, 0 long/short - change of 8,18% MRQ
Allocation moyenne du portefeuille 0.3632 % - change of 10,45% MRQ
Actions institutionnelles (Long) 43 322 134 (ex 13D/G) - change of 1,77MM shares 4,25% MRQ
Valeur institutionnelle (Long) $ 4 554 505 USD ($1000)
Participation institutionnels et actionnaires

Schwab Strategic Trust - Schwab International Small-Cap Equity ETF (US:SCHC) détient 461 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 43,322,134 actions. Les principaux actionnaires incluent Tiaa Trust, National Association, Savant Capital, LLC, SageView Advisory Group, LLC, Pnc Financial Services Group, Inc., CI Private Wealth, LLC, BlackRock, Inc., McAdam, LLC, State Street Corp, Creative Planning, and Mather Group, Llc. .

Schwab Strategic Trust - Schwab International Small-Cap Equity ETF (ARCA:SCHC) 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 45,05 / share. Previously, on September 9, 2024, the share price was 36,51 / share. This represents an increase of 23,39% over that period.

SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity 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.

SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF Historical Put/Call Ratio
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 pour débloquer des données premium et les exporter vers Excel .

Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-07-16 13F Newton One Investments LLC 3 798 0,21 162 19,26
2025-07-15 13F Patriot Investment Management Inc. 89 810 -3,38 3 825 14,69
2025-07-31 13F Curio Wealth, Llc 288 28 700,00 12 33,33
2025-05-06 13F Lifeworks Advisors, LLC 0 -100,00 0
2025-05-02 13F Capital A Wealth Management, LLC 31 1 450,00 1
2025-07-09 13F Krilogy Financial LLC 0 -100,00 0
2025-08-08 13F Fortis Group Advisors, LLC 0 -100,00 0
2025-07-25 13F Cwm, Llc 36 962 -16,76 2 0,00
2025-08-11 13F GW&K Investment Management, LLC 1 947 12,80 0
2025-07-24 13F Comprehensive Money Management Services LLC 5 490 -14,08 234 1,75
2025-07-09 13F Breakwater Investment Management 587 0,00 25 14,29
2025-07-16 13F Perigon Wealth Management, LLC 156 204 0,98 6 653 19,86
2025-07-18 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2025-07-08 13F Parallel Advisors, LLC 1 369 1,63 58 20,83
2025-08-05 13F Marshall Financial Group Inc /adv 20 339 -1,15 866 17,34
2025-08-14 13F Raymond James Financial Inc 78 307 5,01 3 335 24,67
2025-08-04 13F Clear Investment Research, Llc 1 348 0,00 57 18,75
2025-08-12 13F Aspiring Ventures, LLC 6 887 -12,68 293 -2,98
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 12 0
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 6 898 0,00 294 18,62
2025-07-17 13F Wolff Wiese Magana Llc 13 1
2025-07-28 13F Hamilton Point Investment Advisors, LLC 214 0,00 9 28,57
2025-08-01 13F American Financial & Tax Strategies Inc 37 946 -0,63 1 616 17,96
2025-08-14 13F Hrt Financial Lp 5 013 -77,41 0
2025-05-15 13F TCG Advisory Services, LLC 0 -100,00 0
2025-07-30 13F Pittenger & Anderson Inc 150 0,00 6 20,00
2025-08-04 13F Creative Financial Designs Inc /adv 3 727 -3,37 159 14,49
2025-07-10 13F CWC Advisors, LLC. 8 633 2,55 368 21,52
2025-08-14 13F Smartleaf Asset Management LLC 2 130 2,70 90 21,62
2025-08-14 13F Mercer Global Advisors Inc /adv 32 418 -10,57 1 381 6,15
2025-08-04 13F Center for Financial Planning, Inc. 0 -100,00 0
2025-08-07 13F Future Fund LLC 20 633 879
2025-05-15 13F Greenline Partners, LLC 0 -100,00 0
2025-07-22 13F Belpointe Asset Management LLC 13 450 -46,29 573 -36,30
2025-07-29 13F Yoffe Investment Management, LLC 19 337 0,04 824 18,76
2025-08-04 13F Hantz Financial Services, Inc. 527 0
2025-07-28 NP SPILX - Symmetry Panoramic International Equity Fund Class I Shares 47 868 0,00 1 925 12,84
2025-05-02 13F Armor Investment Advisors, LLC 0 -100,00 0
2025-08-12 13F J.w. Cole Advisors, Inc. 13 416 4,68 571 24,40
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 49 256 61,51 2 100,00
2025-08-04 13F JDM Financial Group LLC 131 0,00 6 25,00
2025-08-11 13F Private Advisor Group, LLC 28 871 196,11 1 230 208,02
2025-08-11 13F Aptus Capital Advisors, LLC 5 178 1,69 221 20,88
2025-07-25 13F Fifth Third Wealth Advisors LLC 9 169 59,32 391 89,32
2025-08-14 13F GWM Advisors LLC 27 332 2,86 1 164 22,14
2025-07-09 13F Christopher J. Hasenberg, Inc 103 4
2025-08-13 13F Kilter Group LLC 416 18
2025-08-14 13F Port Capital LLC 6 000 0,00 256 19,07
2025-07-07 13F Versant Capital Management, Inc 2 401 0,08 102 18,60
2025-07-15 13F Evanson Asset Management, LLC 5 119 218
2025-08-11 13F Bellwether Advisors, LLC 2 515 0,00 107 18,89
2025-08-28 NP ELM - Elm Market Navigator ETF 94 160 35,88 4 010 61,30
2025-08-01 13F Envestnet Asset Management Inc 697 217 -54,79 29 694 -46,34
2025-04-22 13F Synergy Financial Management, LLC 0 -100,00 0
2025-07-31 13F Guardian Financial Partners, LLC 33 857 10,43 1 442 31,12
2025-08-05 13F Mission Wealth Management, Lp 169 321 3,90 7 211 23,33
2025-07-15 13F SJS Investment Consulting Inc. 1 176 0,00 50 19,05
2025-09-04 13F/A Advisor Group Holdings, Inc. 120 844 0,37 5 147 19,15
2025-07-17 13F Charles Schwab Trust Co 377 943 2,29 16 097 21,42
2025-07-09 13F Act Wealth Management, Llc 35 990 11,04 1 533 31,84
2025-08-11 13F Hexagon Capital Partners LLC 30 385 -8,07 1 294 9,20
2025-07-24 13F Jfs Wealth Advisors, Llc 1 355 0,22 58 18,75
2025-08-14 13F Comerica Bank 3 630 -1,36 155 16,67
2025-08-13 13F Northwestern Mutual Wealth Management Co 223 394 13,20 9 514 34,38
2025-07-11 13F Seacrest Wealth Management, Llc 25 774 -7,02 1 098 10,36
2025-08-08 13F Creative Planning 1 233 008 -5,42 52 514 12,26
2025-07-22 13F Carolina Wealth Advisors, LLC 27 771 -3,46 1 183 14,53
2025-07-10 13F Mogy Joel R Investment Counsel Inc 303 13
2025-08-14 13F Royal Bank Of Canada 138 327 -9,24 5 892 7,75
2025-04-14 13F Broadway Wealth Solutions, Inc. 0 -100,00 0
2025-08-13 13F Summit Financial, LLC 207 802 170,52 8 850 221,12
2025-07-29 13F TFC Financial Management 479 0,00 20 17,65
2025-07-15 13F McAdam, LLC 1 354 346 -1,38 57 682 17,06
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 2 458 -8,11 105 9,47
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0 -100,00
2025-07-29 13F BKD Wealth Advisors, LLC 40 373 -9,04 1 719 7,98
2025-07-31 13F CVA Family Office, LLC 1 659 -29,91 71 -16,67
2025-08-04 13F HBK Sorce Advisory LLC 80 545 6,33 3 430 26,24
2025-08-08 13F Atlantic Trust, LLC 3 100 0,00 132 18,92
2025-07-24 13F IFP Advisors, Inc 17 330 31,24 738 56,03
2025-08-13 13F Jones Financial Companies Lllp 613 706 33,88 25 979 57,07
2025-07-30 13F White Lighthouse Investment Management Inc. 6 873 -5,43 293 12,31
2025-07-18 13F Pure Financial Advisors, Inc. 617 177 0,49 26 286 19,29
2025-07-23 13F Integris Wealth Management, LLC 40 909 -1,64 1 742 16,76
2025-07-22 13F SOL Capital Management CO 15 040 -5,65 1
2025-08-04 13F Pensionmark Financial Group, Llc 91 887 -0,45 3 913 18,18
2025-08-08 13F Keyvantage Wealth, Llc 146 095 4,57 6 222 24,14
2025-04-29 13F Element Wealth, LLC 0 -100,00 0
2025-05-07 13F Horan Capital Advisors, LLC. 41 512 -3,46 1 489 0,88
2025-08-04 13F Assetmark, Inc 370 2 076,47 16
2025-07-08 13F Zrc Wealth Management, Llc 39 933 -7,78 1 701 9,47
2025-07-03 13F Collective Family Office Llc 14 678 20,15 625 42,69
2025-04-09 13F Compass Investment Advisers LLC 16 636 571
2025-07-29 13F Ifrah Financial Services, Inc. 11 215 -4,40 478 13,57
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-07-29 13F Clearview Wealth Advisors LLC 17 016 -2,64 725 15,47
2025-08-12 13F Argent Trust Co 15 831 0,00 674 18,66
2025-07-25 13F Tranquility Partners, LLC 7 001 -1,41 298 17,32
2025-07-16 13F Highline Wealth Partners Llc 40 2
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 182 -3,70 8 16,67
2025-08-14 13F EP Wealth Advisors, Inc. 3 509 -25,77 149 -11,83
2025-08-07 13F CSM Advisors, LLC 391 600 17
2025-08-14 13F Stifel Financial Corp 70 202 -7,08 2 990 10,30
2025-08-11 13F Strategic Wealth Partners, Ltd. 340 14
2025-08-06 13F First Horizon Advisors, Inc. 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC 176 195 -0,60 7 504 18,01
2025-08-05 13F Dunhill Financial, LLC 890 351,78 38 428,57
2025-07-30 13F Black Diamond Financial, LLC 6 257 0,02 266 18,75
2025-08-14 13F Quantinno Capital Management LP 9 721 414
2025-08-07 13F Nwam Llc 19 230 125,10 819 167,32
2025-08-11 13F Pin Oak Investment Advisors Inc 378 0
2025-08-15 13F Equitable Holdings, Inc. 14 670 -5,46 625 12,23
2025-07-16 13F Traveka Wealth, LLC 111 822 2,37 4 763 21,51
2025-08-08 13F Pinney & Scofield, Inc. 3 224 0,00 137 19,13
2025-08-14 13F Jane Street Group, Llc 162 535 -63,82 6 922 -57,05
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 20 546 -2,84 875 15,44
2025-07-14 13F Farmers & Merchants Investments Inc 0 -100,00 0
2025-04-29 13F Truist Financial Corp 0 -100,00 0
2025-07-11 13F First PREMIER Bank 0 -100,00 0
2025-08-05 13F Blue Barn Wealth, LLC 18 074 -0,60 767 17,64
2025-08-07 13F Fidelis Capital Partners, LLC 11 373 0,00 494 16,00
2025-08-11 13F Brown Brothers Harriman & Co 2 307 98
2025-09-03 13F Ballentine Capital Advisors, Inc 4 729 201
2025-08-11 13F Bradley Foster & Sargent Inc/ct 6 756 0,00 288 18,60
2025-08-12 13F O'shaughnessy Asset Management, Llc 8 591 -12,96 366 3,11
2025-08-14 13F Sand Hill Global Advisors, LLC 18 062 0,00 769 18,67
2025-08-15 13F Captrust Financial Advisors 407 700 -0,75 17 364 17,81
2025-07-16 13F Embree Financial Group 48 705 -15,76 2 074 0,00
2025-07-10 13F Focus Financial Network, Inc. 32 940 7,24 1 403 27,22
2025-07-24 13F Bernard Wealth Management Corp. 0 -100,00 0
2025-07-24 13F Brandywine Oak Private Wealth Llc 5 623 0,00 239 18,91
2025-08-08 13F JFG Wealth Management, LLC 393 203 -4,81 16 747 12,99
2025-07-30 13F Clune & Associates, Ltd. 15 803 0,13 673 18,90
2025-08-08 13F Altfest L J & Co Inc 16 864 1,80 718 20,88
2025-08-14 13F Ancora Advisors, LLC 0 -100,00 0
2025-07-09 13F Alesco Advisors Llc 5 557 -1,96 237 16,26
2025-07-17 13F Beacon Capital Management, LLC 313 0,32 13 18,18
2025-08-13 13F Transce3nd, LLC 362 -5,24 15 15,38
2025-07-10 13F Uptown Financial Advisors LLC 6 347 -0,24 270 18,42
2025-08-12 13F AlphaCore Capital LLC 3 241 900,31 138 1 154,55
2025-08-14 13F UBS Group AG 332 166 3,59 14 147 22,96
2025-08-12 13F Passive Capital Management, LLC. 27 433 -0,80 1 165 17,34
2025-08-08 13F Cetera Investment Advisers 213 204 -3,20 9 080 14,91
2025-08-13 13F Jackson Creek Investment Advisors LLC 15 718 -5,55 1
2025-08-14 13F Glenmede Investment Management, LP 212 9
2025-07-23 13F Richardson Capital Management LLC 4 376 0,21 186 19,23
2025-08-05 13F Integrity Financial Corp /WA 223 0,00 9 12,50
2025-07-21 13F Life Planning Partners, Inc 10 338 -5,49 440 12,24
2025-08-07 13F CENTRAL TRUST Co 43 355 -13,48 1 846 2,73
2025-04-14 13F WFA Asset Management Corp 0 -100,00 0 -100,00
2025-07-21 13F Fortis Capital Advisors, LLC 13 450 -46,29 573 -36,30
2025-08-01 13F Rossby Financial, LCC 25 0,00 1
2025-08-12 13F SRS Capital Advisors, Inc. 1 402 60
2025-07-28 NP AGCVX - Global Small Cap 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 277 -96,95 11 -96,59
2025-07-15 13F BCS Wealth Management 68 290 32,79 3 100,00
2025-07-07 13F Upper Left Wealth Management, LLC 106 664 8,99 4 543 29,36
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 698 854 8,87 29 764 29,23
2025-08-11 13F Bell Investment Advisors, Inc 102 535 -3,26 4 367 14,80
2025-08-14 13F Goldman Sachs Group Inc 307 182 13 083
2025-07-07 13F Salem Investment Counselors Inc 0 -100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-08-05 13F Plante Moran Financial Advisors, LLC 378 0,00 16 23,08
2025-08-12 13F Calton & Associates, Inc. 10 565 -1,41 450 16,93
2025-07-16 13F Falcon Wealth Planning 28 593 -14,45 1 218 1,50
2025-07-15 13F Eaton Financial Holdings Company, LLC 4 767 203
2025-07-09 13F Hardin Capital Partners, LLC 10 558 0,02 448 18,52
2025-07-22 13F IVC Wealth Advisors LLC 6 336 -29,03 270 -15,94
2025-08-13 13F Lido Advisors, LLC 17 865 26,19 761 49,90
2025-07-31 13F Buckingham Strategic Partners 75 205 -0,18 3 203 18,46
2025-08-11 13F Aspen Investment Management Inc 20 278 2,53 1
2025-07-30 13F Bogart Wealth, LLC 178 150,70 8 250,00
2025-07-30 13F Princeton Global Asset Management LLC 128 0,00 5 25,00
2025-08-05 13F LTG Capital LLC 26 878 0,00 1 145 18,67
2025-07-24 13F Brucke Financial, Inc. 108 578 -2,62 4 624 9,65
2025-08-14 13F Sunbelt Securities, Inc. 13 0,00 0
2025-06-18 NP RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I 522 438 129,31 19 764 145,96
2025-08-01 13F Bessemer Group Inc 0 -100,00 0
2025-08-11 13F Dorsey & Whitney Trust CO LLC 11 741 0,00 500 18,76
2025-08-06 13F AE Wealth Management LLC 7 326 -5,37 312 12,64
2025-07-15 13F Alpha Omega Wealth Management LLC 7 341 -1,95 313 16,42
2025-07-25 13F Index Fund Advisors, Inc. 19 629 0,20 836 19,09
2025-08-15 13F WFA of San Diego, LLC 0 -100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 6 919 16,32 295 38,03
2025-07-28 13F Elmwood Wealth Management, Inc. 79 105 0,97 3 369 19,89
2025-07-28 13F Duncker Streett & Co Inc 2 596 0,12 111 18,28
2025-08-12 13F Clearwater Capital Advisors, LLC 188 396 -1,12 8 024 17,36
2025-07-28 13F Private Wealth Asset Management, LLC 137 6
2025-08-06 13F Savant Capital, LLC 2 326 906 -7,90 99 103 9,33
2025-08-12 13F Vawter Financial, Ltd. 0 -100,00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 10 0
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 78 810 -3,90 3 356 14,07
2025-07-17 13F Stone Point Wealth LLC 43 405 -0,61 1 849 18,01
2025-07-23 13F Peak Financial Management, Inc. 17 399 -6,42 741 11,09
2025-08-14 13F DHK Financial Advisors, Inc. 56 123 0,22 2 390 18,96
2025-07-25 13F Keener Financial Planning LLC 17 0,00 0
2025-07-23 13F Sax Wealth Advisors, Llc 6 800 0,00 290 18,93
2025-08-07 13F Fonville Wealth Management LLC 35 660 -3,28 1 519 10,08
2025-08-07 13F King Luther Capital Management Corp 3 576
2025-08-11 13F FSA Wealth Management LLC 61 0,00 3 0,00
2025-07-25 13F Northwest Capital Management Inc 13 090 -54,93 557 -46,49
2025-08-12 13F Proequities, Inc. 0 0
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 173 264 -0,51 7 379 18,10
2025-08-11 13F Rockbridge Investment Management, LCC 337 525 -4,55 14 375 13,30
2025-07-16 13F Kathmere Capital Management, LLC 5 852 -33,56 249 -21,20
2025-08-14 13F/A Skopos Labs, Inc. 944 40
2025-07-30 13F Whittier Trust Co 330 0,30 14 27,27
2025-08-07 13F Allworth Financial LP 7 721 -10,16 329 2,18
2025-07-25 13F Courage Miller Partners, LLC 184 848 0,03 7 873 18,73
2025-07-15 13F Foster Victor Wealth Advisors, LLC 91 275 3 918
2025-07-22 13F Berger Financial Group, Inc 5 302 226
2025-07-15 13F Mather Group, Llc. 1 160 858 0,32 49 441 19,08
2025-08-13 13F Northern Trust Corp 73 596 -0,01 3 134 18,71
2025-08-07 13F Addison Advisors LLC 37 2
2025-07-15 13F Financial Management Professionals, Inc. 293 0,00 12 20,00
2025-08-12 13F Integrated Advisors Network LLC 15 705 -0,70 669 17,81
2025-08-18 13F Front Row Advisors LLC 638 0,00 27 22,73
2025-08-12 13F Coldstream Capital Management Inc 61 125 -46,52 2 603 -36,51
2025-07-14 13F Ridgewood Investments LLC 159 0,00 7 20,00
2025-08-22 13F Carter Financial Group, INC. 49 926 51,13 2 126 69,54
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-07-25 13F St. Louis Trust Co 83 403 4,34 3 552 23,85
2025-08-05 13F Sensible Money, LLC 5 315 226
2025-08-13 13F Capital Analysts, Inc. 15 714 -16,47 1
2025-07-10 13F NorthCrest Asset Manangement, LLC 29 699 -3,77 1 271 14,81
2025-07-21 13F Ameritas Advisory Services, LLC 1 578 67
2025-07-24 13F Game Plan Financial Advisors, LLC 300 0,00 13 20,00
2025-08-13 13F Cerity Partners LLC 93 876 2,14 3 998 21,26
2025-05-05 13F Creekmur Asset Management LLC 0 -100,00 0
2025-07-17 13F Capital Insight Partners, Llc 20 989 -7,22 894 10,11
2025-08-13 13F Invesco Ltd. 62 426 -22,89 2 659 -8,47
2025-05-14 13F Truvestments Capital Llc 0 -100,00 0
2025-07-15 13F Cranbrook Wealth Management, LLC 1 766 75
2025-07-28 NP SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares 13 498 0,00 543 12,92
2025-08-25 13F/A Promus Capital, LLC 340 30,27 14 55,56
2025-08-08 13F Smithfield Trust Co 0 -100,00 0
2025-08-25 NP SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 40 187 -12,18 1 712 4,27
2025-07-17 13F Summit Financial Strategies, Inc. 8 517 -6,71 363 10,70
2025-08-14 13F L2 Asset Management, LLC 22 604 963
2025-08-13 13F Beacon Pointe Advisors, LLC 20 247 1,81 862 20,90
2025-08-11 13F One Capital Management, LLC 47 445 -50,71 2 021 -41,50
2025-08-05 13F GPS Wealth Strategies Group, LLC 720 1 209,09 31 2 900,00
2025-08-06 13F Modera Wealth Management, LLC 53 776 -1,76 2 290 16,60
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 267 033 -12,15 11 429 4,81
2025-07-17 13F Tempus Wealth Planning, LLC 17 696 5,16 754 24,88
2025-07-29 13F Koshinski Asset Management, Inc. 13 640 -1,43 581 16,94
2025-08-27 13F/A Brinker Capital Investments, LLC 11 545 7,41 492 27,53
2025-07-24 13F Rice Partnership, LLC 0 -100,00 0
2025-05-22 13F Mattson Financial Services, LLC 0 -100,00 0
2025-08-29 13F Total Investment Management Inc 37 2
2025-07-10 13F Envision Financial LLC 21 809 -0,32 929 18,37
2025-08-14 13F Boston Private Wealth Llc 9 860 420
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 29 077 0,07 1 238 18,81
2025-08-13 13F Grove Street Fiduciary, LLC 51 580 -17,73 2 197 -2,36
2025-07-17 13F Raleigh Capital Management Inc. 2 185 -14,08 93 2,20
2025-07-31 13F Oak Harbor Wealth Partners, Llc 1 0
2025-07-29 13F Creekside Partners 21 988 0,19 936 18,93
2025-08-07 13F Vise Technologies, Inc. 374 149 2,06 15 935 26,62
2025-08-13 13F Avestar Capital, LLC 24 337 27,47 1 037 51,24
2025-05-15 13F C M Bidwell & Associates Ltd 0 -100,00 0
2025-08-08 13F Empower Advisory Group, LLC 6 857 9,75 292 30,36
2025-04-01 13F Modus Advisors, LLC 0 -100,00 0 -100,00
2025-05-20 13F Anchor Investment Management, LLC 0 -100,00 0 -100,00
2025-07-11 13F Lantz Financial LLC 11 408 -1,04 486 17,43
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0 -100,00
2025-08-06 13F Rialto Wealth Management, LLC 183 578 -5,02 7 819 12,75
2025-08-19 13F Advisory Services Network, LLC 9 429 4,10 400 23,08
2025-07-18 13F TruNorth Capital Management, LLC 165 0,00 7 40,00
2025-04-10 13F Richard P Slaughter Associates Inc 0 -100,00 0
2025-08-05 13F Access Investment Management LLC 2 000 0,00 85 25,00
2025-04-29 13F Resources Investment Advisors, LLC. 0 -100,00 0 -100,00
2025-08-11 13F Mill Creek Capital Advisors, LLC 10 014 0,00 426 18,66
2025-07-09 13F Seaside Wealth Management, Inc. 7 857 -3,17 335 14,78
2025-08-07 13F Cahill Financial Advisors Inc 6 479 0,20 276 19,05
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 20 633 879
2025-08-07 13F McClarren Financial Advisors, Inc. 0 -100,00 0
2025-07-30 13F Fairway Wealth LLC 879 -1,46 37 15,63
2025-08-06 13F Atlantic Union Bankshares Corp 936 40
2025-08-14 13F Moneta Group Investment Advisors Llc 179 694 7,24 7 653 27,30
2025-04-21 13F Ronald Blue Trust, Inc. 0 -100,00 0
2025-07-22 13F Iron Horse Wealth Management, LLC 331 0,00 14 27,27
2025-08-08 13F Pnc Financial Services Group, Inc. 1 509 236 -41,01 64 278 -29,98
2025-08-13 13F Seven Springs Wealth Group, LLC 90 700 -0,08 3 863 18,61
2025-04-21 13F Janney Capital Management LLC 0 -100,00 0
2025-05-15 13F Old Mission Capital Llc 0 -100,00 0
2025-08-06 13F Cloud Capital Management, LLC 22 098 0,19 1
2025-08-13 13F Johnson Financial Group, Inc. 0 -100,00 0
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A 799 215 -10,34 34 039 6,42
2025-07-15 13F GSB Wealth Management, LLC 204 2,51 9 14,29
2025-05-29 13F Parkshore Wealth Management, Inc. 0 -100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 10 0,00 0
2025-08-12 13F Franklin Resources Inc 3 420 146
2025-07-11 13F International Private Wealth Advisors LLC 8 370 -0,53 356 18,27
2025-08-01 13F Oarsman Capital, Inc. 29 170 5,70 1 242 25,45
2025-07-22 13F White & Co Financial Planning Inc 277 996 -2,62 11 748 13,80
2025-09-04 13F ZynergyRetirementPlanningLLC 20 344 13,46 866 40,81
2025-08-13 13F Russell Investments Group, Ltd. 16 0,00 1
2025-08-14 13F Murphy & Mullick Capital Management Corp 18 586 -0,39 789 17,79
2025-07-14 13F Pacifica Partners Inc. 0 -100,00 0
2025-08-12 13F Wood Tarver Financial Group, LLC 12 0,00 0
2025-05-09 13F NBZ Investment Advisors LLC 0 -100,00 0
2025-08-14 13F Mariner, LLC 71 621 17,25 3 050 39,21
2025-04-11 13F LPF Advisors LLC 122 492 8,01 4 395 12,90
2025-08-19 13F Asset Dedication, LLC 5 717 0,03 243 18,54
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 -100,00 0
2025-03-12 13F/A Private Capital Management Llc 49 0,00 2 0,00
2025-08-04 13F Savvy Advisors, Inc. 15 056 1,21 641 20,26
2025-08-14 13F Financial Engines Advisors L.L.C. 37 342 -1,10 1 590 17,34
2025-08-07 13F Kestra Private Wealth Services, Llc 12 418 1,72 529 20,55
2025-08-12 13F BlackRock, Inc. 1 370 973 9,54 58 390 30,03
2025-07-25 13F Hazlett, Burt & Watson, Inc. 11 0,00 0
2025-08-13 13F Strategic Financial Planning, Inc. 182 595 -2,28 7 777 15,99
2025-07-10 13F Stewardship Advisors, LLC 154 506 -0,37 6 580 18,26
2025-08-15 13F Morgan Stanley 208 461 -28,85 8 878 -15,54
2025-08-06 13F HORAN Wealth, LLC 41 409 1 764
2025-07-16 13F St Germain D J Co Inc 0 -100,00 0
2025-07-24 13F Morton Brown Family Wealth, LLC 75 592 2,81 3 219 22,02
2025-08-14 13F Wells Fargo & Company/mn 177 408 9,47 7 556 29,94
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 78 822 -0,07 3 357 18,62
2025-07-22 13F Wealthcare Advisory Partners LLC 14 525 -3,65 619 14,44
2025-08-11 13F Johnson Financial Group, LLC 765 246 -12,88 32 592 3,40
2025-08-14 13F TT Capital Management LLC 28 422 1 104
2025-07-16 13F Essex Financial Services, Inc. 12 158 0,00 518 18,58
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 29 343 112,41 1
2025-08-15 13F Asset Allocation Strategies LLC 88 965 52,96 3 789 81,64
2025-08-01 13F SYM FINANCIAL Corp 415 18
2025-07-23 13F Pillar Financial Advisors, LLC 50 0,00 2 100,00
2025-07-23 13F Godsey & Gibb Associates 928 40
2025-07-25 13F Concurrent Investment Advisors, LLC 11 123 37,78 474 63,67
2025-07-31 13F Jackson Hole Capital Partners, LLC 2 010 0,00 86 18,06
2025-08-05 13F Bank Of Montreal /can/ 21 484 1,15 915 19,95
2025-08-12 13F Shakespeare Wealth Management, Inc. 50 557 -11,91 2 153 4,57
2025-08-07 13F Fund Evaluation Group, LLC 143 811 -7,45 6 125 9,85
2025-07-30 13F Parcion Private Wealth LLC 5 139 219
2025-08-19 13F Cape Investment Advisory, Inc. 664 28,68 28 55,56
2025-08-14 13F Aspen Grove Capital, LLC 5 126 218
2025-08-14 13F CoreCap Advisors, LLC 4 963 67,90 211 99,06
2025-05-15 13F/A Orion Portfolio Solutions, LLC 10 749 1,70 386 6,35
2025-08-06 13F Vestmark Advisory Solutions, Inc. 18 270 0,05 778 18,78
2025-08-14 13F Guardian Wealth Management, Inc. 0 -100,00 0
2025-07-30 13F Cullen/frost Bankers, Inc. 21 1
2025-08-04 13F Atria Investments Llc 12 264 -1,55 522 17,04
2025-04-11 13F City State Bank 0 -100,00 0
2025-07-22 13F Valley National Advisers Inc 87 332 -11,40 4 0,00
2025-08-13 13F M Holdings Securities, Inc. 0 -100,00 0
2025-04-23 13F Econ Financial Services Corp 0 -100,00 0
2025-08-05 13F Tiaa Trust, National Association 3 421 181 68,34 145 707 99,82
2025-08-12 13F CIBC Private Wealth Group, LLC 4 880 -1,39 208 29,38
2025-07-21 13F 25 Llc 30 298 77,85 1 290 111,13
2025-08-08 13F Capital Investment Advisory Services, LLC 2 0,00 0
2025-08-04 13F Capital Performance Advisors Llp 9 837 -16,82 419 -1,42
2025-07-09 13F Chesley Taft & Associates LLC 9 925 3,55 423 23,03
2025-07-28 13F Harbour Investments, Inc. 854 4,15 36 24,14
2025-07-15 13F MCF Advisors LLC 920 0,00 39 18,18
2025-08-14 13F Operose Advisors LLC 724 0,00 31 20,00
2025-08-05 13F Beckerman Institutional, LLC 41 755 11,20 2 0,00
2025-08-06 13F Paladin Advisory Group, LLC 2 0
2025-08-14 13F Main Street Financial Solutions, LLC 199 361 2,53 8 491 21,70
2025-08-27 13F Seneca Financial Advisors LLC 40 290 -21,31 1 716 -6,59
2025-05-07 13F Vista Private Wealth Partners. LLC 0 -100,00 0
2025-07-14 13F Maryland Capital Advisors Inc. 972 0,00 41 20,59
2025-05-15 13F Windsor Advisory Group, LLC 0 -100,00 0
2025-08-14 13F Ieq Capital, Llc 5 512 235
2025-08-12 13F Howe & Rusling Inc 1 290 737,66 55 980,00
2025-07-07 13F Investors Research Corp 0 -100,00 0
2025-08-05 13F Oakwell Private Wealth Management, LLC 26 422 0,00 1 125 18,67
2025-07-22 13F Miracle Mile Advisors, LLC 15 815 0,11 674 18,90
2025-07-24 13F Blair William & Co/il 5 093 148,20 217 195,89
2025-08-14 13F Financial Advisory Service, Inc. 68 -41,88 3 -50,00
2025-07-24 13F Coordinated Financial Services, Inc. 4 753 202
2025-08-13 13F Colonial Trust Advisors 0 -100,00 0
2025-08-25 NP SWG1Z - Schwab VIT Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 151 167 -11,92 6 438 4,55
2025-07-23 13F Colony Family Offices, LLC 58 300 22,74 2 483 45,66
2025-07-29 13F Tradewinds Capital Management, LLC 42 373 6,86 1 805 26,86
2025-08-15 13F CI Private Wealth, LLC 1 439 930 23,89 2 843 569 6 718,94
2025-07-15 13F Fifth Third Bancorp 4 315 15 310,71 184 18 200,00
2025-07-30 13F Crewe Advisors LLC 467 20
2025-08-01 13F Advisory Alpha, LLC 12 111 0,45 516 19,21
2025-07-07 13F Vishria Bird Financial Group, LLC 5 822 0,00 248 18,75
2025-08-25 NP SWC1Z - Schwab VIT Balanced with Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 123 808 -11,55 5 273 4,98
2025-08-14 13F Bnp Paribas Arbitrage, Sa 54 2
2025-08-11 13F Blue Bell Private Wealth Management, Llc 11 731 0,75 500 19,66
2025-07-16 13F American National Bank 5 0
2025-08-14 13F Beaird Harris Wealth Management, LLC 150 367 -2,89 6 404 15,28
2025-08-12 13F MAI Capital Management 38 025 56,12 1 619 85,45
2025-07-08 13F Braun-Bostich & Associates Inc. 46 967 13,13 2 000 34,32
2025-07-28 13F Mutual Advisors, LLC 9 250 -2,45 404 13,52
2025-08-12 13F Bokf, Na 0 -100,00 0
2025-07-09 13F Aurelius Family Office LLC 5 545 236
2025-08-27 NP Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A 527 133 -10,33 22 451 6,44
2025-07-18 13F Bartlett & Co. Wealth Management Llc 2 590 -71,11 110 -65,73
2025-08-14 13F Bank Of America Corp /de/ 54 658 -3,81 2 328 14,18
2025-08-12 13F OneAscent Financial Services LLC 21 704 -50,02 1 -100,00
2025-08-14 13F Fmr Llc 113 132 5,01 4 818 24,66
2025-08-01 13F Solstein Capital, LLC 23 1
2025-07-22 13F MBL Wealth, LLC 6 500 0,00 277 18,45
2025-08-08 13F Omega Financial Group, LLC 14 258 -3,88 607 14,10
2025-08-06 13F Nicholas Hoffman & Company, LLC. 276 173 0,94 11 762 19,82
2025-08-12 13F LPL Financial LLC 115 195 3,45 4 906 22,80
2025-08-04 13F Spire Wealth Management 0 -100,00 0
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-08-08 13F Glassman Wealth Services 0 -100,00 0
2025-07-07 13F First Community Trust Na 1 000 0,00 43 20,00
2025-07-29 13F Private Wealth Management Group, LLC 11 779 -5,98 502 11,58
2025-08-07 13F Commerce Bank 30 907 0,16 1 316 18,88
2025-08-13 13F Quadrant Capital Group Llc 6 870 -88,34 293 -86,19
2025-08-01 13F May Hill Capital, LLC 11 083 0,06 472 18,89
2025-07-10 13F Global Financial Private Client, LLC 0 -100,00 0
2025-08-14 13F Ameriprise Financial Inc 13 220 8,08 563 28,54
2025-08-01 13F Fort Vancouver Investment Management, LLC 182 971 1,11 7 793 20,02
2025-04-28 13F Horizon Financial Services, Llc 0 0
2025-07-11 13F Busey Wealth Management 8 293 0,00 353 18,86
2025-07-23 13F West Paces Advisors Inc. 177 517 -6,16 7 560 11,39
2025-08-13 13F Natixis Advisors, L.p. 49 455 10,92 2 100,00
2025-07-10 13F Brooklyn FI, LLC 118 631 4,68 5 052 24,25
2025-08-12 13F Founders Financial Alliance, LLC 25 0,00 1
2025-08-14 13F Evergreen Capital Management Llc 100 176 48,26 4 267 75,99
2025-07-03 13F McLean Asset Management Corp 26 492 5,18 1 131 37,97
2025-07-23 13F Valmark Advisers, Inc. 136 723 4,09 5 823 23,58
2025-07-21 13F Single Point Partners, LLC 6 786 -45,55 0
2025-08-06 13F Geometric Wealth Advisors 7 308 -27,28 311 -13,61
2025-08-12 13F American Century Companies Inc 59 605 156,71 2 539 204,68
2025-08-11 13F HHM Wealth Advisors, LLC 4 715 -12,44 201 3,63
2025-08-14 13F Atomi Financial Group, Inc. 124 197 -2,43 5 290 15,83
2025-07-14 13F Foster Group, Inc. 30 800 -2,02 1 312 16,33
2025-08-08 13F IMA Wealth, Inc. 27 132 -0,01 1 156 18,71
2025-05-15 13F Human Investing LLC 0 -100,00 0
2025-06-30 NP PFSMX - RiskPro® PFG 30+ Fund Class R 46 500 -17,62 1 759 -11,61
2025-08-14 13F Susquehanna International Group, Llp 14 183 -88,52 604 -86,38
2025-08-07 13F Parkside Financial Bank & Trust 16 301 -0,06 694 18,63
2025-07-15 13F Signal Tree Financial Partners Llc 76 156 -4,89 3 243 12,92
2025-05-12 13F Sandy Spring Bank 945 -6,44 34 -2,94
2025-07-14 13F GAMMA Investing LLC 569 24
2025-07-31 13F Cabot Wealth Management Inc 29 538 16,64 1 258 38,55
2025-07-29 13F Aire Advisors, Llc 65 680 -0,36 2 797 18,27
2025-08-13 13F GeoWealth Management, LLC 211 9
2025-04-11 13F Davis Capital Management 92 0,00 3 0,00
2025-08-08 13F eCIO, Inc. 20 879 -16,91 889 -1,33
2025-05-13 13F Elm Partners Management LLC 0 -100,00 0
2025-07-28 NP AIOIX - International Opportunities 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 30 522 1 742,00 1 227 1 979,66
2025-07-15 13F Maseco Llp 9 756 415
2025-08-14 13F Mml Investors Services, Llc 6 874 3,87 0
2025-07-25 13F Wealth Architects, LLC 30 404 -0,45 1 295 18,17
2025-08-14 13F State Street Corp 1 326 348 -10,34 56 489 6,43
2025-07-31 13F Kathleen S. Wright Associates Inc. 126 108 -5,36 5 371 12,34
2025-08-14 13F Colony Group, LLC 999 324 -7,81 42 561 9,43
2025-08-08 13F Hartland & Co., LLC 10 867 -46,73 463 -36,80
2025-07-14 13F Hoey Investments, Inc 450 19
2025-07-15 13F James J. Burns & Company, LLC 23 063 4,23 982 23,83
2025-08-14 13F Graney & King, LLC 17 0,00 1
2025-08-14 13F Integrated Wealth Concepts LLC 70 221 0,18 2 991 18,93
2025-08-12 13F Jpmorgan Chase & Co 12 199 13,45 520 34,81
2025-08-14 13F Redwood Investment Management, Llc 522 438 129,31 22 175,00
2025-04-25 13F Financial Consulate, Inc 0 -100,00 0
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 44 333 -1,90 1 888 12,92
2025-07-21 13F/A Abacus Planning Group, Inc. 55 530 2,71 2 365 21,97
2025-07-03 13F Garde Capital, Inc. 328 0,00 14 18,18
2025-07-28 13F Ritholtz Wealth Management 11 770 501
2025-08-11 13F United Capital Financial Advisers, Llc 21 246 -11,42 905 5,12
2025-07-30 13F/A Divergent Planning, LLC 130 904 5 557
2025-07-09 13F Brand Asset Management Group, Inc. 175 977 -7,85 7 495 9,37
2025-08-11 13F Traub Capital Management LLC 800 34
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 18 383 -0,49 783 18,13
2025-08-11 13F Citigroup Inc 640 -99,27 27 -99,14
2025-08-05 13F American Capital Advisory, LLC 4 063 95,24 173 133,78
2025-08-01 13F Motco 9 432 -29,96 400 -17,18
2025-07-10 13F Fortress Wealth Management, Inc. 22 311 -2,14 950 16,14
2025-08-08 13F Larson Financial Group LLC 6 570 40,32 280 67,07
2025-07-14 13F AdvisorNet Financial, Inc 42 0,00 2 0,00
2025-07-22 13F Noble Family Wealth, LLC 55 220 0,33 2 352 19,10
2025-07-16 13F Diversified Enterprises, LLC 0 -100,00 0
2025-07-24 13F Us Bancorp \de\ 34 428 -0,12 1 466 18,61
2025-07-23 13F Columbus Macro, LLC 101 147 -0,13 4 308 18,55
2025-07-25 13F PrairieView Partners, LLC 204 064 13,04 9 33,33
2025-08-06 13F Texas Yale Capital Corp. 73 658 8,71 3 137 29,04
2025-08-14 13F Hancock Whitney Corp 162 784 7,72 6 933 27,87
2025-07-15 13F Bfsg, Llc 43 0,00 2 0,00
2025-08-04 13F Simon Quick Advisors, Llc 11 533 0,00 491 18,89
2025-08-11 13F Rothschild Investment Llc 31 0,00 1 0,00
2025-05-15 13F Alliancebernstein L.p. 0 -100,00 0
2025-07-16 13F Signaturefd, Llc 62 226,32 3
2025-07-16 13F Investment Partners Asset Management, Inc. 19 694 1,67 839 20,75
2025-07-17 13F Wagner Wealth Management, Llc 5 -97,67 0 -100,00
2025-08-12 13F Archer Investment Corp 80 0,00 3 50,00
2025-08-14 13F Vident Advisory, LLC 243 900 10 388
2025-08-12 13F Atlas Capital Advisors Llc 292 662 16,07 12 464 37,77
2025-07-29 13F Salomon & Ludwin, LLC 30 0,00 1 0,00
2025-08-05 13F Key FInancial Inc 198 0,00 8 14,29
2025-07-25 13F NorthRock Partners, LLC 1 115 0,00 47 17,50
2025-08-05 13F NewSquare Capital LLC 2 0,00 0
2025-08-11 13F North Forty Two & Co. 4 917 209
2025-08-18 13F Geneos Wealth Management Inc. 652 -19,41 28 -6,90
2025-08-14 13F Transamerica Financial Advisors, Inc. 189 710 1,53 8 080 134 550,00
2025-08-05 13F GHP Investment Advisors, Inc. 470 749 -0,82 20 049 17,73
2025-07-07 13F Wilson & Boucher Capital Management, LLC 5 150 219
2025-07-08 13F Nbc Securities, Inc. 122 0,00 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 38 0,00 2 0,00
2025-07-17 13F Fifth Third Securities, Inc. 19 303 5,37 822 25,11
2025-04-30 13F Harbour Investment Management Llc 0 -100,00 0
2025-08-14 13F Strive Asset Management, LLC 6 021 -71,05 256 -65,68
2025-08-13 13F Cresset Asset Management, LLC 21 443 0,26 913 19,04
2025-08-12 13F Global Retirement Partners, LLC 164 156,25 7 200,00
2025-05-01 13F Quest 10 Wealth Builders, Inc. 7 0
2025-07-31 13F Schoolcraft Capital LLC 10 571 -3,92 450 14,21
2025-08-13 13F Rsm Us Wealth Management Llc 786 913 -1,21 33 515 17,27
2025-08-14 13F Sterling Wealth Management, Inc. 0 -100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 144 189 0,57 6 141 19,38
2025-05-15 13F Glenmede Trust Co Na 585 21
2025-08-08 13F Tortoise Investment Management, LLC 346 215 0,68 14 745 19,51
2025-08-06 13F Golden State Wealth Management, LLC 81 0,00 3 50,00
2025-08-14 13F Vista Capital Partners, Inc. 7 482 -8,89 319 8,16
2025-07-09 13F Procyon Private Wealth Partners, LLC 5 940 -3,26 253 14,55
2025-08-05 13F Huntington National Bank 0
2025-08-14 13F Leisure Capital Management 26 055 0,66 1 110 19,50
2025-08-11 13F Principal Securities, Inc. 1 126 -16,90 48 2,17
2025-07-11 13F Farther Finance Advisors, LLC 14 171 6,89 604 26,68
2025-07-25 13F Sequoia Financial Advisors, LLC 15 290 -15,46 651 0,46
2025-08-11 13F Greykasell Wealth Strategies, Inc. 36 0,00 2 0,00
2025-07-28 NP SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 37 746 0,00 1 518 12,87
2025-07-10 13F Wedmont Private Capital 153 314 0,88 6 582 22,30
2025-07-17 13F Dopkins Wealth Management, Llc 38 711 0,00 1 649 18,73
2025-08-13 13F SageView Advisory Group, LLC 1 925 206 7,26 82 707 28,42
2025-08-27 13F Tribridge Partners Financial LLC 4 803 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 356 0,00 15 25,00
2025-07-23 13F Proffitt & Goodson Inc 654 0,00 28 17,39
2025-07-28 13F Morris Financial Concepts, Inc. 10 636 -4,39 453 13,28
2025-08-01 13F Logan Capital Management Inc 1 0,00 0
2025-08-14 13F Cardiff Park Advisors, Llc 1 122 0,00 48 17,50
2025-07-17 13F K2 Financial Inc. 13 974 6,19 595 23,96
2025-08-06 13F Walkner Condon Financial Advisors LLC 38 534 12,95 1 641 33,99
2025-07-21 13F Ashton Thomas Securities, Llc 43 282 1 843
2025-07-14 13F Abound Wealth Management 2 917 116,88 124 158,33
2025-08-14 13F Qube Research & Technologies Ltd 1 973 -66,90 84 -60,56
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