SCHE Schwab Strategic Trust - Schwab Emerging Markets Equity ETF Action - prix de l'action, participation institutionnelle, actionnaires (ARCA)

Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
US ˙ ARCA ˙ US8085247067

Statistiques de base
Propriétaires institutionnels 789 total, 789 long only, 0 short only, 0 long/short - change of 1,02% MRQ
Allocation moyenne du portefeuille 0.4621 % - change of -0,75% MRQ
Actions institutionnelles (Long) 164 845 368 (ex 13D/G) - change of 15,15MM shares 10,12% MRQ
Valeur institutionnelle (Long) $ 4 880 426 USD ($1000)
Participation institutionnels et actionnaires

Schwab Strategic Trust - Schwab Emerging Markets Equity ETF (US:SCHE) détient 789 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 164,845,368 actions. Les principaux actionnaires incluent Creative Planning, Financial Engines Advisors L.L.C., HighTower Advisors, LLC, SageView Advisory Group, LLC, Northwestern Mutual Wealth Management Co, Us Bancorp \de\, FAIEX - PFM Multi-Manager International Equity Fund Institutional Class, CI Private Wealth, LLC, SWYMX - Schwab Target 2050 Index Fund, and Envestnet Asset Management Inc .

Schwab Strategic Trust - Schwab Emerging Markets Equity ETF (ARCA:SCHE) 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 32,08 / share. Previously, on September 9, 2024, the share price was 26,64 / share. This represents an increase of 20,42% over that period.

SCHE / Schwab Strategic Trust - Schwab Emerging Markets 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.

SCHE / Schwab Strategic Trust - Schwab Emerging Markets 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 .

Important Note

In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.

In this first test, we will deliver only the most recent 750 transactions (out of 890 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-08-04 13F HBK Sorce Advisory LLC 1 352 414 19,17 40 762 30,28
2025-07-15 13F Patriot Investment Management Inc. 165 182 -1,86 4 979 7,28
2025-08-04 13F REDW Wealth LLC 7 218 218
2025-08-11 13F Diversified Portfolios, Inc. 14 559 -17,67 439 -10,06
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 213 009 5,72 6 420 15,59
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 160 686 172,21 4 843 197,66
2025-08-15 13F WFA of San Diego, LLC 5 391 -29,24 162 -27,03
2025-07-09 13F Krilogy Financial LLC 1 436 488 2,32 43 296 11,86
2025-08-05 13F Marshall Financial Group Inc /adv 79 680 -0,46 2 402 8,84
2025-08-13 13F Providence Capital Advisors, LLC 396 12
2025-05-07 13F Horan Capital Advisors, LLC. 14 728 -3,28 406 0,25
2025-07-15 13F Pine Haven Investment Counsel, Inc 8 322 -3,48 251 5,49
2025-08-14 13F Hrt Financial Lp 59 515 20,17 2 0,00
2025-07-28 13F Hamilton Point Investment Advisors, LLC 345 0,00 10 11,11
2025-07-07 13F Versant Capital Management, Inc 4 937 0,08 149 9,63
2025-07-30 13F Evermay Wealth Management Llc 15 370 -1,02 463 8,18
2025-07-08 13F Parallel Advisors, LLC 166 807 0,07 5 028 9,40
2025-07-09 13F Breakwater Investment Management 77 522 -3,15 2 337 5,89
2025-05-16 13F American Trust 0 -100,00 0 -100,00
2025-07-18 13F SigFig Wealth Management, LLC 379 446 -2,63 11 425 108,79
2025-08-12 13F JMG Financial Group, Ltd. 1 058 272 13,97 31 896 24,60
2025-07-30 13F Pittenger & Anderson Inc 4 350 0,00 131 10,08
2025-07-17 13F Vermillion Wealth Management, Inc. 7 779 -0,78 234 8,33
2025-07-30 13F Avidian Wealth Solutions, LLC 7 261 -5,74 219 2,83
2025-07-29 13F Yoffe Investment Management, LLC 13 228 0,01 399 9,34
2025-04-22 13F Veridan Wealth LLC 44 762 1 234
2025-08-04 13F Center for Financial Planning, Inc. 0 -100,00 0
2025-08-04 13F Hantz Financial Services, Inc. 341 231 0,10 10 11,11
2025-07-10 13F Family Legacy Financial Solutions, LLC 7 509 226
2025-07-14 13F UMA Financial Services, Inc. 1 138 0,00 34 9,68
2025-08-14 13F GWM Advisors LLC 67 261 17,36 2 027 28,29
2025-08-14 13F Aqr Capital Management Llc 34 463 145,11 1 039 168,22
2025-08-13 13F Kilter Group LLC 0 0
2025-08-11 13F Private Advisor Group, LLC 79 348 1,34 2 392 10,80
2025-07-15 13F Evanson Asset Management, LLC 14 066 0,08 424 9,30
2025-04-29 13F Raleigh Capital Management Inc. 0 -100,00 0
2025-07-09 13F VisionPoint Advisory Group, LLC 10 924 33,68 329 46,22
2025-08-12 13F Athena Investment Management 44 152 -0,66 1 331 8,57
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-07-14 13F CRA Financial Services, LLC 7 007 211
2025-08-13 13F Cheviot Value Management, LLC 539 3,45 17 14,29
2025-07-07 13F Retirement Wealth Solutions LLC 200 12,99 6 50,00
2025-08-11 13F HighTower Advisors, LLC 10 141 479 2,91 305 664 12,50
2025-07-28 13F Frazier Financial Advisors, LLC 28 1
2025-07-30 13F Klingenstein Fields & Co Lp 465 078 -5,18 14 017 3,66
2025-07-31 13F CNB Bank 0 -100,00 0
2025-07-08 13F Twele Capital Management, Inc. 10 140 2,77 306 12,13
2025-07-11 13F/A Umb Bank N A/mo 3 495 336,88 105 377,27
2025-08-06 13F North Capital, Inc. 618 0,00 19 5,88
2025-08-06 13F Csenge Advisory Group 21 512 3,97 616 12,02
2025-08-08 13F Creative Planning 19 526 618 -2,75 588 532 6,32
2025-07-29 13F Clearview Wealth Advisors LLC 20 325 -1,19 613 7,94
2025-07-17 13F Charles Schwab Trust Co 610 498 -0,24 18 400 9,06
2025-08-01 13F MorganRosel Wealth Management, LLC 317 991 0,64 9 584 10,02
2025-07-15 13F McAdam, LLC 1 018 940 -7,06 30 711 1,60
2025-08-13 13F EverSource Wealth Advisors, LLC 539 1 318,42 16 1 500,00
2025-08-05 13F Dunhill Financial, LLC 463 -62,27 14 -60,61
2025-08-08 13F Blankinship & Foster, LLC 66 207 0,05 1 995 9,38
2025-07-31 13F CVA Family Office, LLC 31 393 0,60 946 10,00
2025-08-04 13F NWK Group, Inc. 14 -6,67 0
2025-08-13 13F Jones Financial Companies Lllp 1 209 821 2,18 36 450 11,60
2025-08-25 NP SWYGX - Schwab Target 2040 Index Fund 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 1 782 376 -1,54 53 721 7,64
2025-08-04 13F Pensionmark Financial Group, Llc 81 296 34,95 2 450 47,59
2025-08-12 13F Steward Partners Investment Advisory, Llc 1 614 -23,83 49 -17,24
2025-07-31 13F CAP Partners, LLC 52 472 64,60 1 582 80,07
2025-08-14 13F Hurley Capital, LLC 2 049 0,10 62 8,93
2025-08-07 13F Resources Investment Advisors, LLC. 49 420 -2,09 1 490 7,05
2025-07-10 13F Worth Asset Management, LLC 15 794 22,62 476 34,08
2025-07-14 13F Farmers & Merchants Investments Inc 0 -100,00 0
2025-08-08 13F Emerald Investment Partners, Llc 111 902 1,64 3 373 11,10
2025-07-15 13F Boyd Wealth Management, LLC 222 524 3,31 6 707 12,93
2025-07-15 13F Sightline Wealth Advisors, LLC 151 163 4,02 4 556 13,73
2025-08-13 13F Certior Financial Group, Llc 7 592 -9,66 229 -1,30
2025-04-16 13F Bernard Wealth Management Corp. 0 -100,00 0 -100,00
2025-07-29 13F Ifrah Financial Services, Inc. 90 362 -0,84 2 724 8,40
2025-08-14 13F C M Bidwell & Associates Ltd 31 803 7,23 959 17,26
2025-05-15 13F Ashton Thomas Securities, Llc 0 -100,00 0
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 4 143 -4,36 125 4,20
2025-08-04 13F Assetmark, Inc 2 925 105,41 88 125,64
2025-07-31 13F/A Avion Wealth 761 -35,62 0
2025-08-18 13F Hollencrest Capital Management 2 061 0,00 62 10,71
2025-08-14 13F Paragon Private Wealth Management, LLC 11 806 27,58 356 39,22
2025-07-10 13F Focus Financial Network, Inc. 60 629 0,02 1 827 9,34
2025-08-06 13F Legacy Bridge, LLC 440 0,00 13 8,33
2025-07-09 13F Murphy, Middleton, Hinkle & Parker, Inc. 28 852 0,00 795 0,00
2025-07-03 13F Whitcomb & Hess, Inc. 32 126 -0,49 968 8,76
2025-08-13 13F Per Stirling Capital Management, LLC. 26 064 0,19 786 9,48
2025-07-17 13F Clay Northam Wealth Management, LLC 48 247 -1,53 1 454 7,70
2025-08-14 13F Comerica Bank 33 644 -3,11 1 014 5,96
2025-07-16 13F Motive Wealth Advisors 15 945 0,00 481 9,34
2025-08-06 13F First Horizon Advisors, Inc. 153 -54,87 5 -55,56
2025-07-14 13F/A Seek First Inc. 103 968 6,20 3 134 16,08
2025-08-11 13F Pin Oak Investment Advisors Inc 1 070 0
2025-05-14 13F Clarkston Capital Partners, LLC 0 -100,00 0
2025-04-23 13F Eagle Strategies LLC 0 -100,00 0
2025-07-24 13F Brandywine Oak Private Wealth Llc 110 236 3,86 3 323 13,53
2025-07-18 13F Victrix Investment Advisors 17 074 -3,60 515 9,36
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 55 941 -7,64 1 686 1,02
2025-08-14 13F Sand Hill Global Advisors, LLC 23 792 0,00 717 9,47
2025-08-08 13F JFG Wealth Management, LLC 40 489 -14,75 1 220 -6,80
2025-08-15 13F Equitable Holdings, Inc. 8 575 10,60 258 21,13
2025-08-05 13F Snider Financial Group 11 036 2,64 333 12,16
2025-08-14 13F UBS Group AG 687 642 1,02 20 726 10,43
2025-07-30 13F Clune & Associates, Ltd. 7 191 217
2025-08-12 13F O'shaughnessy Asset Management, Llc 16 037 2,81 483 12,33
2025-08-08 13F Altfest L J & Co Inc 30 626 -4,73 923 4,18
2025-07-31 13F Blue Sky Capital Consultants Group, Inc. 7 414 -4,14 223 4,69
2025-07-22 13F Appleton Partners Inc/ma 11 966 16,84 0
2025-07-28 13F Axxcess Wealth Management, Llc 56 760 7,85 1 711 17,93
2025-08-06 13F Bensler, LLC 12 428 -34,43 375 -28,35
2025-07-31 13F Moser Wealth Advisors, LLC 377 57,08 11 83,33
2025-08-08 13F Cetera Investment Advisers 777 501 3,58 23 434 13,24
2025-07-21 13F Fortis Capital Advisors, LLC 22 937 -20,64 691 -13,19
2025-08-07 13F CENTRAL TRUST Co 26 1
2025-07-23 13F Richardson Capital Management LLC 9 377 -1,98 283 7,22
2025-07-10 13F Tompkins Financial Corp 1 358 0,00 41 8,11
2025-08-06 13F Valued Wealth Advisors LLC 22 687 40,67 684 53,83
2025-07-08 13F FF Advisors,LLC 18 526 0,00 558 7,31
2025-08-12 13F AlphaCore Capital LLC 329 269 71 480,22 9 924 82 600,00
2025-08-05 13F Sunburst Financial Group, LLC 39 195 -0,40 1 181 8,95
2025-04-29 13F Callan Capital, LLC 277 822 -1,15 7 660 2,34
2025-07-22 13F Old National Bancorp /in/ 10 985 -34,71 331 -28,51
2025-08-07 13F Meeder Advisory Services, Inc. 16 556 -36,81 499 -31,02
2025-07-15 13F Alpha Omega Wealth Management LLC 41 766 -0,01 1 259 9,30
2025-08-12 13F DiMeo Schneider & Associates, L.L.C. 20 138 607
2025-08-01 13F Facet Wealth, Inc. 7 155 -0,49 218 5,85
2025-07-25 13F FIDELIS iM, LLC 131 559 3,54 3 965 132 066,67
2025-08-04 13F Econ Financial Services Corp 14 644 -3,26 441 5,76
2025-08-08 13F/A Ignite Planners, LLC 42 778 5,90 1 315 17,83
2025-08-25 NP SWYEX - Schwab Target 2030 Index Fund 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 899 161 -2,23 27 101 6,89
2025-08-04 13F MeadowBrook Investment Advisors LLC 2 905 0,00 88 8,75
2025-08-12 13F Calton & Associates, Inc. 19 939 -0,32 601 8,89
2025-07-09 13F Hardin Capital Partners, LLC 11 660 0,35 353 10,00
2025-08-11 13F Bell Investment Advisors, Inc 52 316 10,13 1 577 20,40
2025-07-16 13F Falcon Wealth Planning 20 149 -0,62 607 8,78
2025-08-11 13F Aspen Investment Management Inc 22 457 0,00 1
2025-08-11 13F Delta Asset Management Llc/tn 111 0,00 3 0,00
2025-08-14 13F Jane Street Group, Llc 51 487 -19,41 1 552 -11,93
2025-08-11 13F Dorsey & Whitney Trust CO LLC 14 292 -27,04 431 -20,37
2025-08-12 13F New Republic Capital, LLC 721 0,00 22 10,53
2025-07-10 13F Trust Point Inc. 39 468 1 190
2025-07-21 13F Capital Planning LLC 20 338 9,61 613 19,77
2025-07-17 13F Stone Point Wealth LLC 9 296 -3,60 280 5,66
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 9 259 -32,70 279 -26,39
2025-07-22 13F Strid Group, LLC 196 633 -3,98 5 927 4,98
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0
2025-07-17 13F Hengehold Capital Management Llc 86 748 -2,92 2 615 6,13
2025-07-31 13F Ballast Advisors Llc 272 280 -0,91 8 207 8,33
2025-08-12 13F Power Wealth Management Llc 179 825 2,12 5 420 11,64
2025-08-14 13F Schwallier Wealth Management LLC 0 -100,00 0
2025-07-16 13F Rebalance, Llc 1 996 502 -5,92 60 175 2,85
2025-08-04 13F Joseph P. Lucia & Associates, LLC 8 734 -5,31 263 3,54
2025-07-28 13F RFG Advisory, LLC 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc Call 11 700 -3,31 353 5,71
2025-08-14 13F Citadel Advisors Llc 44 104 73,36 1 329 89,59
2025-08-06 13F SJA Financial Advisory, LLC 31 060 -0,27 936 9,09
2025-04-23 13F Sunesis Advisors, LLC 12 698 0,00 350 3,55
2025-08-14 13F Benjamin Edwards Inc 704 543 4,68 21 235 14,43
2025-07-21 13F Compass Planning Associates Inc 3 071 0,13 93 9,52
2025-07-16 13F Kathmere Capital Management, LLC 113 375 19,98 3 417 31,17
2025-08-08 13F Islay Capital Management, Llc 3 157 0,00 95 9,20
2025-07-15 13F Foster Victor Wealth Advisors, LLC 0 -100,00 0
2025-08-14 13F Citadel Advisors Llc Put 0 -100,00 0
2025-08-13 13F Northern Trust Corp 21 524 1,54 649 10,96
2025-06-24 NP SWMIX - Laudus International MarketMasters Fund Select Shares 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 777 230 -16,18 21 475 -14,10
2025-08-06 13F Fairway Financial, LLC 148 819 -3,40 4 485 5,60
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 8 849 0,02 267 9,47
2025-07-30 13F Whittier Trust Co 54 029 -7,06 1 628 1,56
2025-08-13 13F Marshall Wace, Llp 13 050 393
2025-08-13 13F Capital Analysts, Inc. 18 707 44,90 1
2025-07-18 13F RKL Wealth Management LLC 151 391 -41,69 4 563 -36,26
2025-08-14 13F Wetherby Asset Management Inc 39 145 -8,54 1 180 3,51
2025-07-18 13F TPG Advisors LLC 72 861 5,49 2 196 15,34
2025-08-12 13F Coldstream Capital Management Inc 20 254 -4,70 610 4,27
2025-08-14 13F TCG Advisory Services, LLC 7 318 221
2025-08-22 13F Carter Financial Group, INC. 6 877 207
2025-07-25 13F St. Louis Trust Co 226 568 2,99 6 829 12,58
2025-08-07 13F Allworth Financial LP 56 295 -14,39 1 697 -6,25
2025-07-17 13F Independence Bank of Kentucky 2 0,00 0
2025-08-08 13F Smithfield Trust Co 2 665 0,00 0
2025-08-13 13F Cerity Partners LLC 838 237 -4,08 25 266 4,87
2025-07-16 13F Gradient Capital Advisors, LLC 14 873 -0,76 448 8,47
2025-05-14 13F Toroso Investments, LLC 0 -100,00 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 34 276 1 033
2025-08-14 13F Wilkins Miller Wealth Management, LLC 36 251 -1,88 1 093 7,27
2025-07-18 13F Pure Financial Advisors, Inc. 13 378 -14,78 403 -6,71
2025-07-22 13F Grimes & Company, Inc. 82 336 5,51 2 482 15,34
2025-08-14 13F Federation des caisses Desjardins du Quebec 0 -100,00 0
2025-05-15 13F Human Investing LLC 0 -100,00 0
2025-08-06 13F Disciplined Investors, L.L.C. 34 258 -1,65 1 033 7,50
2025-08-14 13F Two Sigma Securities, Llc 0 -100,00 0
2025-08-25 13F/A Promus Capital, LLC 444 -33,33 13 -27,78
2025-07-24 13F FinDec Wealth Services, Inc. 29 695 -15,73 895 -7,93
2025-08-13 13F Beacon Pointe Advisors, LLC 172 420 2,02 5 197 11,53
2025-05-06 13F Quadrant Private Wealth Management, LLC 0 -100,00 0
2025-08-08 13F WASHINGTON TRUST Co 0 -100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 31 469 19,02 948 30,22
2025-08-12 13F Global Retirement Partners, LLC 35 110 22,45 1 058 38,66
2025-05-14 13F Kayne Anderson Rudnick Investment Management Llc 0 -100,00 0
2025-08-13 13F Ironwood Investment Management Llc 8 200 -1,78 247 7,39
2025-08-14 13F Headlands Technologies LLC 1 436 43
2025-07-17 13F Sage Rhino Capital Llc 7 925 0,11 239 9,17
2025-07-23 13F Sax Wealth Advisors, Llc 12 234 0,00 369 9,20
2025-08-07 13F Vise Technologies, Inc. 18 092 545
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2 256 257 -2,65 68 748 7,59
2025-08-06 13F ETF Store, Inc. 8 880 0,00 268 9,43
2025-08-12 13F Cooper/haims Advisors, Llc 1 267 630 2,12 38 206 11,64
2025-07-29 13F Curbstone Financial Management Corp 86 850 -2,20 2 618 6,90
2025-08-12 13F Asset Management Group, Inc. 78 796 0,11 2 375 9,45
2025-07-17 13F Tempus Wealth Planning, LLC 22 381 6,72 675 16,61
2025-07-30 13F Phillips Financial Management, Llc 1 558 0,00 47 9,52
2025-07-23 13F Armbruster Capital Management, Inc. 35 285 -1,51 1 063 7,70
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 307 -4,25 39 5,41
2025-07-08 13F Heartwood Wealth Advisors LLC 1 530 631 0,44 46 133 9,80
2025-08-01 13F SYM FINANCIAL Corp 15 869 -4,40 478 4,60
2025-07-22 13F Evensky & Katz LLC 19 035 -3,49 1
2025-07-18 13F Trust Co Of Vermont 33 0,00 1
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 297 716 0,33 9 0,00
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 98 063 -2,55 2 956 6,52
2025-08-14 13F Moneta Group Investment Advisors Llc 1 768 550 4,48 53 304 14,23
2025-08-14 13F Warren Averett Asset Management, LLC 488 200 0,28 14 714 9,63
2025-08-07 13F Cascade Financial Partners, LLC 119 109 0,00 3 590 9,32
2025-07-15 13F Retirement Guys Formula Llc 119 322 -0,04 3 596 9,27
2025-05-14 13F Mission Creek Capital Partners, Inc. 0 -100,00 0
2025-07-11 13F Pioneer Wealth Management Group 104 790 14,78 3 158 25,47
2025-08-12 13F Franklin Resources Inc 7 455 0,00 225 9,27
2025-07-22 13F Iron Horse Wealth Management, LLC 727 0,00 22 5,00
2025-08-13 13F Baird Financial Group, Inc. 24 826 5,65 748 15,61
2025-08-11 13F Plum Street Advisors, LLC 127 498 24,20 3 843 35,76
2025-08-12 13F Wood Tarver Financial Group, LLC 29 0,00 0
2025-07-16 13F MBE Wealth Management, LLC 96 470 2,64 2 908 12,20
2025-08-06 13F Ironwood Wealth Management, LLC. 40 835 -38,11 1 231 -32,38
2025-08-14 13F Murphy & Mullick Capital Management Corp 25 529 -3,19 784 7,84
2025-08-12 13F Tradition Wealth Management, LLC 32 447 -33,19 978 -26,98
2025-07-11 13F Diversified Trust Co 29 635 107,96 893 127,81
2025-08-14 13F Mariner, LLC 1 407 161 -0,21 42 412 9,08
2025-08-14 13F Old Mission Capital Llc 12 879 -96,55 388 -96,23
2025-08-14 13F Greenline Partners, LLC 42 703 19,96 1 287 9,35
2025-08-14 13F DRW Securities, LLC 288 851 339,96 8 706 380,94
2025-08-04 13F Elite Life Management LLC 8 927 269
2025-08-01 13F James Investment Research Inc 25 412 4,27 766 14,01
2025-08-08 13F Financial Gravity Companies, Inc. 76 49,02 2 100,00
2025-08-12 13F BlackRock, Inc. 6 752 -0,01 204 9,14
2025-08-08 13F Horrell Capital Management, Inc. 251 0,00 8 16,67
2025-08-11 13F Johnson Financial Group, LLC 154 355 -18,13 4 652 -10,49
2025-07-16 13F Plancorp, LLC 10 250 0,00 309 9,22
2025-07-11 13F Bond & Devick Financial Network, Inc. 38 000 0,00 1 145 9,36
2025-07-24 13F Costello Asset Management, INC 0 -100,00 0
2025-07-23 13F Pillar Financial Advisors, LLC 111 0,00 3 0,00
2025-08-07 13F PFG Advisors 0 -100,00 0
2025-07-23 13F Nbt Bank N A /ny 342 0,00 10 11,11
2025-08-08 13F Glassman Wealth Services 2 148 -23,09 65 -16,88
2025-08-15 13F Asset Allocation Strategies LLC 99 855 7,74 3 010 17,77
2025-07-16 13F St Germain D J Co Inc 0 -100,00 0
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 79 060 21,01 2 383 32,26
2025-08-07 13F Fund Evaluation Group, LLC 918 885 -1,34 27 695 7,85
2025-07-23 13F Godsey & Gibb Associates 1 659 50
2025-07-23 13F Roundview Capital LLC 35 526 -15,57 1 071 -7,76
2025-07-16 13F Flower City Capital 7 271 0,00 219 9,50
2025-07-14 13F BlueSky Wealth Advisors, LLC 1 177 126 3,64 35 479 13,30
2025-07-18 13F Truist Financial Corp 36 556 -1,68 1 102 7,41
2025-07-30 13F BCK Partners, Inc. 99 457 -2,23 2 998 6,88
2025-07-10 13F Voisard Asset Management Group, Inc. 9 206 -28,87 277 -22,19
2025-07-22 13F Sage Financial Group Inc 23 237 38,22 700 51,19
2025-05-15 13F Windsor Advisory Group, LLC 0 -100,00 0
2025-07-30 13F Exencial Wealth Advisors, Llc 12 297 -1,33 371 7,87
2025-08-06 13F AE Wealth Management LLC 6 395 -8,55 193 0,00
2025-08-08 13F Capital Investment Advisory Services, LLC 42 341 12,12 1 276 22,57
2025-08-12 13F CIBC Private Wealth Group, LLC 12 788 -12,22 385 8,45
2025-08-14 13F Bishop & Co Investment Management, LLC 142 239 -4,52 4 287 4,38
2025-05-09 13F McClarren Financial Advisors, Inc. 0 -100,00 0
2025-05-15 13F CAPROCK Group, Inc. 8 230 -12,56 227 -9,60
2025-07-14 13F Maryland Capital Advisors Inc. 22 0,00 1
2025-07-23 13F Watershed Private Wealth Llc 28 254 -16,93 852 -9,18
2025-08-08 13F Breed's Hill Capital LLC 78 457 0,00 2 365 9,29
2025-08-14 13F Guardian Wealth Management, Inc. 0 -100,00 0
2025-08-12 13F Coston, McIsaac & Partners 67 0,00 0
2025-08-12 13F Clal Insurance Enterprises Holdings Ltd 8 548 -8,65 0
2025-08-06 13F HORAN Wealth, LLC 15 137 456
2025-07-18 13F Schaeffer Financial LLC 9 832 0,12 296 9,63
2025-08-04 13F Bristlecone Advisors, LLC 2 498 0,12 75 10,29
2025-04-16 13F Smithbridge Asset Management Inc/de 0 -100,00 0
2025-07-29 13F Tradewinds Capital Management, LLC 628 -0,63 19 5,88
2025-08-01 13F Advisory Alpha, LLC 7 656 0,17 231 9,52
2025-07-22 13F Gemmer Asset Management LLC 257 789 10,40 7 770 20,69
2025-04-24 13F Bordeaux Wealth Advisors LLC 0 -100,00 0
2025-07-07 13F Vishria Bird Financial Group, LLC 11 007 0,00 332 9,24
2025-07-30 13F Crewe Advisors LLC 3 977 7,69 120 17,82
2025-08-14 13F Apriem Advisors 272 974 -7,84 8 227 0,76
2025-07-17 13F Sound Income Strategies, LLC 1 210 10,70 36 20,00
2025-08-12 13F Armor Investment Advisors, LLC 136 084 1,35 4 102 10,81
2025-08-12 13F OneAscent Financial Services LLC 27 138 -51,41 1 -100,00
2025-04-23 13F SOL Capital Management CO 0 -100,00 0
2025-07-23 13F Bellevue Asset Management, Llc 572 1 230,23 17 1 600,00
2025-04-22 13F Rappaport Reiches Capital Management, LLC 50 328 0,10 1 388 3,66
2025-07-29 13F BKD Wealth Advisors, LLC 0 -100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 91 130 -5,14 2 747 3,70
2025-08-14 13F Fmr Llc 1 633 262 2,55 49 227 12,11
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 -100,00 0
2025-08-06 13F Nicholas Hoffman & Company, LLC. 227 256 7,46 6 849 17,48
2025-05-07 13F Vista Private Wealth Partners. LLC 0 -100,00 0
2025-07-25 13F Lodestar Private Asset Management Llc 67 673 -6,79 2 040 1,90
2025-07-09 13F Navigation Wealth Management, Inc. 21 904 660
2025-08-04 13F Savvy Advisors, Inc. 26 340 26,46 794 38,15
2025-08-05 13F Code Waechter LLC 0 -100,00 0
2025-08-08 13F Omega Financial Group, LLC 100 587 -0,41 3 032 8,87
2025-05-15 13F/A Orion Portfolio Solutions, LLC 26 440 14,02 729 17,99
2025-07-31 13F Glass Jacobson Investment Advisors llc 2 002 -70,58 60 -66,85
2025-07-29 13F Private Wealth Management Group, LLC 6 665 0,00 201 9,29
2025-07-31 13F Cardinal Point Capital Management, ULC 0 -100,00 0
2025-08-14 13F Sentinus, LLC 21 958 6,02 662 15,76
2025-05-15 13F Rakuten Investment Management, Inc. 2 013 903 20,74 55 604 13,04
2025-07-24 13F Thompson Investment Management, Inc. 56 154 0,87 1 692 10,30
2025-07-28 13F WealthPlan Investment Management, LLC 18 436 -1,96 556 7,14
2025-07-29 13F Chicago Partners Investment Group LLC 29 869 -0,66 935 10,65
2025-08-12 13F Howe & Rusling Inc 5 133 48,05 155 62,11
2025-07-23 13F Valmark Advisers, Inc. 70 122 2,64 2 113 12,21
2025-08-13 13F Natixis Advisors, L.p. 47 020 38,36 1
2025-08-13 13F Pinkerton Retirement Specialists, LLC 120 864 9,77 3 643 20,00
2025-08-19 13F Anchor Investment Management, LLC 61 212 -11,20 1 845 -2,95
2025-04-15 13F Wealthcare Advisory Partners LLC 0 -100,00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-08-14 13F Susquehanna International Group, Llp Call 16 000 -12,57 482 -4,37
2025-07-14 13F Parkshore Wealth Management, Inc. 8 248 -9,84 249 -1,59
2025-08-15 13F Fft Wealth Management Llc 8 848 -22,23 275 -12,14
2025-08-01 13F Fort Vancouver Investment Management, LLC 31 611 -4,14 953 4,73
2025-08-06 13F Geometric Wealth Advisors 13 148 -12,27 396 -4,12
2025-05-15 13F Rise Advisors, LLC 0 -100,00 0 -100,00
2025-07-09 13F Fragasso Group Inc. 23 118 -30,30 697 -23,85
2025-07-16 13F Tru Independence Asset Management 2, Llc 11 910 -14,42 359 -6,53
2025-08-11 13F Birchbrook, Inc. 4 966 0,00 150 9,56
2025-07-28 13F Kiker Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Atomi Financial Group, Inc. 10 073 -5,79 304 3,06
2025-08-07 13F BOK Financial Private Wealth, Inc. 0 -100,00 0
2025-07-14 13F Clayton Financial Group LLC 0 -100,00 0
2025-07-09 13F Parkside Advisors LLC 12 949 27,68 390 39,78
2025-08-11 13F United Advisor Group, LLC 7 254 219
2025-08-13 13F SCS Capital Management LLC 749 377 2,12 22 586 11,64
2025-08-05 13F Key FInancial Inc 452 0,00 14 8,33
2025-08-13 13F GeoWealth Management, LLC 3 146 95
2025-07-08 13F Goldstone Financial Group, LLC 45 818 17,88 1 396 30,35
2025-08-14 13F Graney & King, LLC 27 0,00 1
2025-04-29 13F Lee Danner & Bass Inc 0 -100,00 0
2025-05-12 13F Integrity Financial Corp /WA 0 -100,00 0 -100,00
2025-08-05 13F NewSquare Capital LLC 10 0,00 0
2025-07-23 13F Roberts Wealth Advisors, LLC 71 950 -1,54 2 169 7,65
2025-08-12 13F SRS Capital Advisors, Inc. 704 1 802,70 21 2 000,00
2025-07-24 13F Us Bancorp \de\ 3 445 757 -5,69 103 855 3,10
2025-08-08 13F Hartland & Co., LLC 8 398 0,01 253 9,52
2025-07-07 13F Bangor Savings Bank 156 127 -2,21 4 706 6,91
2025-05-14 13F Renaissance Technologies Llc 0 -100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 13 001 2,73 392 12,36
2025-07-28 13F Chesapeake Wealth Management 73 445 3,28 2 214 12,91
2025-07-17 13F Gleason Group, Inc. 111 154 0,18 3 350 9,55
2025-07-16 13F Dakota Wealth Management 83 202 66,27 2 508 81,80
2025-07-23 13F Laraway Financial Inc 17 196 0,00 518 9,28
2025-07-21 13F/A Abacus Planning Group, Inc. 19 846 -3,65 598 5,47
2025-07-22 13F Valeo Financial Advisors, LLC 55 938 320,81 1 686 360,38
2025-08-14 13F Integrated Wealth Concepts LLC 40 664 6,44 1 226 16,33
2025-08-05 13F Avant Financial Advisors LLC 19 634 0,00 592 9,24
2025-07-28 13F Ritholtz Wealth Management 82 420 510,56 2 484 567,74
2025-07-16 13F Diversified Enterprises, LLC 57 482 13,59 1 733 24,16
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-07-29 13F Gladwyn Financial Advisors, Inc. 452 14
2025-08-05 13F American Capital Advisory, LLC 860 -64,83 26 -62,69
2025-08-14 13F Acas, Llc 7 919 0,00 251 14,68
2025-07-22 13F Noble Family Wealth, LLC 44 852 -2,41 1 352 6,63
2025-08-25 NP SWYJX - Schwab Target 2055 Index Fund 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 1 720 265 1,72 51 849 11,21
2025-07-17 13F Johnson Bixby & Associates, LLC 42 305 -7,62 1 275 1,03
2025-07-25 13F RHS Financial, LLC 7 236 -20,88 218 -13,49
2025-07-16 13F ORG Wealth Partners, LLC 1 974 60
2025-07-22 13F David Wealth Management LLC 7 992 241
2025-07-21 13F Rainey & Randall Investment Management Inc. 1 045 319 -0,55 31 506 8,72
2025-07-23 13F Friedenthal Financial 2 012 0,40 61 9,09
2025-07-25 13F Apollon Wealth Management, LLC 100 651 -4,22 3 034 4,69
2025-08-14 13F Oxford Financial Group Ltd 31 160 0,00 939 9,31
2025-07-30 13F Wbh Advisory Inc 177 368 -10,56 5 346 -2,23
2025-07-09 13F Thrive Wealth Management, LLC 8 473 8,81 255 19,16
2025-08-05 13F Freestone Capital Holdings, LLC 9 295 0,98 280 10,67
2025-07-25 13F PrairieView Partners, LLC 94 173 -3,88 3 0,00
2025-07-02 13F Marotta Asset Management 155 361 -24,85 4 683 -22,38
2025-07-15 13F Bfsg, Llc 12 258 -1,91 369 7,27
2025-07-17 13F Janney Montgomery Scott LLC 16 681 -67,27 1 -100,00
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 67 366 -0,57 2 030 8,67
2025-07-25 13F Sequoia Financial Advisors, LLC 71 608 -64,20 2 158 -60,87
2025-08-14 13F Hancock Whitney Corp 64 760 0,17 1 952 9,48
2025-04-30 13F Sofos Investments, Inc. 76 2 -94,29
2025-08-12 13F XTX Topco Ltd 7 537 227
2025-08-14 13F Ancora Advisors, LLC 12 933 -1,79 390 7,16
2025-07-08 13F/A Salem Investment Counselors Inc 14 844 -1,94 447 7,19
2025-08-12 13F TCTC Holdings, LLC 10 0,00 0
2025-08-25 NP SWYHX - Schwab Target 2045 Index Fund 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 1 431 471 -0,91 43 145 8,32
2025-08-11 13F Wealthspire Advisors, LLC 1 908 570 0,91 57 524 10,32
2025-08-11 13F North Forty Two & Co. 81 578 2,64 2 459 12,19
2025-07-23 13F Pure Portfolios Holdings Llc 494 578 1,19 14 907 10,62
2025-08-06 13F Summit Wealth & Retirement Planning, Inc. 583 127 4,88 17 575 14,66
2025-07-09 13F Kearns & Associates LLC 25 239 0,00 761 9,35
2025-07-28 13F Rosenberg Matthew Hamilton 19 264 -0,88 581 8,41
2025-08-08 13F Meridian Wealth Management, LLC 15 013 -3,15 452 5,85
2025-08-14 13F Peapack Gladstone Financial Corp 51 510 -2,78 2 0,00
2025-07-16 13F Signaturefd, Llc 17 297 -0,10 521 9,22
2025-07-07 13F Investors Research Corp 385 0,00 12 10,00
2025-07-07 13F Wilson & Boucher Capital Management, LLC 16 095 0,00 485 9,48
2025-07-24 13F Cyndeo Wealth Partners, LLC 0 -100,00 0
2025-08-13 13F Cresset Asset Management, LLC 339 932 -1,57 10 246 7,60
2025-07-24 13F Capital Advisors, Ltd. LLC 10 913 -12,17 0
2025-08-25 NP SWYFX - Schwab Target 2035 Index Fund 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 1 135 771 -0,89 34 232 8,35
2025-07-17 13F HB Wealth Management, LLC 31 422 -10,38 947 -1,97
2025-08-14 13F Boyer & Corporon Wealth Management, LLC 18 297 -3,66 551 5,35
2025-08-12 13F Frontier Asset Management, LLC 26 006 -10,72 784 -2,49
2025-08-06 13F Golden State Wealth Management, LLC 10 447 -48,47 315 -43,73
2025-07-30 13F Rehmann Capital Advisory Group 14 683 0,00 443 9,41
2025-08-11 13F Avantax Planning Partners, Inc. 10 639 1,51 321 11,11
2025-04-16 13F Crowley Wealth Management, Inc. 0 -100,00 0
2025-07-18 13F Pacific Point Advisors, LLC 6 864 -9,97 207 -1,90
2025-04-29 13F Rice Partnership, LLC 0 -100,00 0
2025-07-24 13F Comprehensive Money Management Services LLC 12 133 -3,73 366 5,19
2025-08-11 13F Lowe Brockenbrough & Co Inc 38 108 -1,17 1 149 8,00
2025-08-12 13F Up Strategic Wealth Investment Advisors Llc 75 786 9,89 2 284 20,15
2025-07-01 13F Harbor Investment Advisory, Llc 15 0,00 0
2025-08-11 13F Alteri Wealth LLC 7 497 226
2025-04-23 13F Security National Bank 0 -100,00 0
2025-07-14 13F Abound Wealth Management 16 681 -8,98 503 -0,59
2025-08-11 13F Principal Securities, Inc. 81 707 281,17 2 463 331,93
2025-08-05 13F Huntington National Bank 1 -100,00
2025-07-31 13F Whipplewood Advisors, LLC 927 1 395,16 28 8,00
2025-07-29 13F Stratos Wealth Advisors, LLC 10 010 -40,50 302 -34,99
2025-08-14 13F Visionary Wealth Advisors 250 922 -20,41 7 563 -13,00
2025-07-10 13F Wedmont Private Capital 281 835 1,56 8 503 16,23
2025-07-25 13F Johnson Investment Counsel Inc 6 894 -28,50 208 -21,89
2025-07-09 13F Procyon Private Wealth Partners, LLC 15 617 -20,60 471 -13,28
2025-07-07 13F Peterson Wealth Advisors, LLC 9 795 3,72 295 27,16
2025-07-25 13F Ackerman Capital Advisors, LLC 225 814 -0,61 6 806 8,67
2025-08-04 13F Spire Wealth Management 364 0,00 11 0,00
2025-08-05 13F Strategic Financial Concepts, LLC 13 739 -1,78 414 7,53
2025-07-29 13F Private Trust Co Na 10 972 -7,32 331 1,23
2025-07-16 13F Newton One Investments LLC 4 865 0,12 147 9,77
2025-08-08 13F Bailard, Inc. 50 199 -7,34 1 513 1,27
2025-08-12 13F Ameritas Investment Partners, Inc. 24 165 -0,19 728 9,15
2025-08-14 13F Smartleaf Asset Management LLC 19 515 -10,79 588 -2,65
2025-08-12 13F Aspiring Ventures, LLC 16 202 0,00 488 7,25
2025-06-12 13F/A Deutsche Bank Ag\ 0 -100,00 0
2025-08-08 13F Firestone Capital Management 27 917 -2,23 841 6,86
2025-08-14 13F IHT Wealth Management, LLC 324 196 1 505,01 9 771 1 657,37
2025-08-04 13F Clear Investment Research, Llc 3 878 -0,26 117 8,41
2025-07-29 13F Sigma Investment Counselors Inc 10 430 33,72 314 46,05
2025-04-25 13F EnRich Financial Partners LLC 0 -100,00 0
2025-08-11 13F VSM Wealth Advisory, LLC 9 972 0,04 301 9,49
2025-08-14 13F/A Rockefeller Capital Management L.P. 22 894 97,33 690 116,30
2025-08-12 13F BWM Planning, LLC 17 828 0,00 537 9,37
2025-07-17 13F Wolff Wiese Magana Llc 24 1
2025-08-13 13F Continuum Advisory, LLC 0 -100,00 0
2025-05-02 13F United Community Bank 0 -100,00 0
2025-07-18 13F Bridge Generations Wealth Management Llc 0 -100,00 0
2025-07-16 13F Perigon Wealth Management, LLC 141 572 0,99 4 267 10,40
2025-08-04 13F Roble, Belko & Company, Inc 11 524 0,01 0
2025-07-11 13F Pinnacle Bancorp, Inc. 4 403 0,00 133 9,09
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 320 0,00 10 12,50
2025-07-10 13F Global Financial Private Client, LLC 36 571 6,43 1 102 16,37
2025-07-22 13F Belpointe Asset Management LLC 22 937 -20,64 691 -13,19
2025-07-24 13F PDS Planning, Inc 9 153 0,82 276 10,00
2025-07-28 13F Revolve Wealth Partners, LLC 0 -100,00 0
2025-05-15 13F Lgl Partners, Llc 0 -100,00 0
2025-08-12 13F Allen Capital Group, LLC 54 819 1,13 1 652 10,58
2025-08-11 13F Morling Financial Advisors, LLC 29 392 -0,48 886 8,72
2025-08-14 13F Betterment LLC 105 595 17,93 3 50,00
2025-07-29 13F TFC Financial Management 1 307 0,00 39 8,33
2025-08-04 13F JDM Financial Group LLC 2 029 0,00 61 10,91
2025-07-22 13F DBK Financial Counsel, LLC 8 240 0,00 248 9,25
2025-08-12 13F J.w. Cole Advisors, Inc. 9 720 26,73 293 38,39
2025-07-16 13F/A CX Institutional 174 090 0,00 5 25,00
2025-07-29 13F Lyell Wealth Management, Lp 31 315 9,57 944 19,82
2025-07-11 13F Seacrest Wealth Management, Llc 37 541 -3,18 1 131 5,90
2025-08-06 13F Commonwealth Equity Services, Llc 432 000 23,98 13 44,44
2025-07-31 13F FSM Wealth Advisors, LLC 38 241 117,77 1 152 138,02
2025-08-11 13F Bellwether Advisors, LLC 3 676 0,00 111 8,91
2025-08-01 13F Envestnet Asset Management Inc 2 276 317 -0,06 68 608 9,26
2025-07-31 13F Guardian Financial Partners, LLC 201 254 2,39 6 066 11,94
2025-08-11 13F Aptus Capital Advisors, LLC 51 228 1,37 1 544 10,84
2025-08-05 13F Mission Wealth Management, Lp 180 113 420,77 5 429 469,57
2025-07-31 13F BIP Alliance, LLC 21 202 -2,77 639 6,32
2025-07-15 13F Main Street Group, LTD 613 0,16 18 12,50
2025-08-14 13F DecisionPoint Financial, LLC 0 -100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 3 693 479 86,75 111 321 104,16
2025-08-14 13F Destination Wealth Management 101 543 -8,31 3 061 0,23
2025-08-13 13F Flow Traders U.s. Llc 0 -100,00 0
2025-08-25 NP SWYNX - Schwab Target 2060 Index Fund 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 2 101 562 1,44 63 341 10,89
2025-08-05 13F Bank of New York Mellon Corp 100 982 2,48 3 044 12,04
2025-07-24 13F Jfs Wealth Advisors, Llc 166 552 -2,95 5 020 6,09
2025-07-25 13F Midwest Capital Advisors, LLC 0 -100,00 0
2025-07-24 13F IFP Advisors, Inc 25 568 12,51 771 23,00
2025-07-14 13F Acropolis Investment Management, LLC 16 512 -1,56 498 7,58
2025-07-10 13F Mogy Joel R Investment Counsel Inc 488 15
2025-08-05 13F Gilbert & Cook, Inc. 11 030 -3,05 332 6,07
2025-07-18 13F Bourgeon Capital Management Llc 23 896 -0,15 720 9,26
2025-08-11 13F Strategic Wealth Partners, Ltd. 233 7
2025-08-08 13F Compass Wealth Management LLC 0 -100,00 0
2025-07-09 13F Act Wealth Management, Llc 17 292 -3,63 521 5,47
2025-08-12 13F Sherwood Financial Partners, LLC 226 464 -3,52 6 826 5,47
2025-07-22 13F Carolina Wealth Advisors, LLC 36 469 -3,12 1 099 5,98
2025-08-06 13F SOUTH STATE Corp 5 447 -19,29 164 -11,83
2025-07-23 13F L.K. Benson & Company, P.C. 34 440 0,08 1 038 9,49
2025-08-14 13F Sunbelt Securities, Inc. 108 597 0,12 2 892 -3,31
2025-08-27 NP FAIEX - PFM Multi-Manager International Equity Fund Institutional Class 3 410 752 -5,72 102 800 3,07
2025-08-14 13F Goldman Sachs Group Inc 297 760 1 462,96 8 974 1 609,33
2025-07-18 13F BSW Wealth Partners 11 397 -11,09 344 -2,83
2025-08-08 13F Your Advocates Ltd., LLP 1 189 0,00 36 9,38
2025-07-15 13F Capital Investment Advisors, LLC 0 -100,00 0
2025-07-30 13F Sterling Investment Management, Inc. 9 395 -1,74 283 7,60
2025-07-15 13F Ballentine Partners, LLC 709 215 0,06 21 376 9,39
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100,00 0
2025-08-08 13F Keyvantage Wealth, Llc 32 520 -7,23 980 1,45
2025-07-07 13F Modus Advisors, LLC 15 971 -2,23 481 6,89
2025-07-15 13F Accurate Wealth Management, LLC 83 842 13,00 2 536 29,72
2025-08-07 13F Sierra Ocean, Llc 280 849 2,94 8 465 12,54
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 20 315 19,09 612 30,21
2025-08-01 13F Zhang Financial LLC 8 482 -9,56 256 -1,16
2025-08-13 13F Brown Advisory Inc 23 038 1,58 694 11,04
2025-07-15 13F Sheets Smith Wealth Management 14 726 -2,66 444 6,24
2025-08-14 13F EP Wealth Advisors, Inc. 95 094 1,29 2 866 10,74
2025-08-12 13F Argent Trust Co 9 864 0,00 297 9,59
2025-08-14 13F Stifel Financial Corp 202 696 -2,20 6 109 6,91
2025-08-07 13F Everhart Financial Group, Inc. 25 635 -3,29 773 5,75
2025-08-13 13F Summit Financial, LLC 15 827 477
2025-08-12 13F Wayfinding Financial, LLC 0 -100,00 0
2025-07-24 13F Ronald Blue Trust, Inc. 777 0,00 23 9,52
2025-08-14 13F Royal Bank Of Canada 141 297 -1,34 4 259 7,93
2025-07-16 13F Highline Wealth Partners Llc 87 3
2025-08-25 NP SWYMX - Schwab Target 2050 Index Fund 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 2 324 427 -0,33 70 058 8,96
2025-08-13 13F My Purposeful Wealth Corp. 8 100 250
2025-07-14 13F Park Avenue Securities Llc 12 526 -17,89 0
2025-07-18 13F SimpliFi, Inc. 14 433 5,85 435 16,00
2025-08-14 13F First Manhattan Co 23 044 1,42 695 10,86
2025-07-23 13F Element Wealth, LLC 31 496 -2,43 949 6,75
2025-07-22 13F Warwick Investment Management, Inc. 11 848 -1,02 357 8,18
2025-08-06 13F Savant Capital, LLC 152 783 -2,46 4 605 6,62
2025-08-05 13F Sebold Capital Management, Inc. 37 169 -2,14 1 120 6,97
2025-07-23 13F Values Added Financial LLC 39 980 51,35 1 205 65,38
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 10 073 0,00 304 9,39
2025-08-15 13F Captrust Financial Advisors 262 346 -6,58 7 907 2,13
2025-08-14 13F Quantinno Capital Management LP 34 567 120,52 1 042 140,97
2025-08-14 13F Vivaldi Capital Management, LLC 120 135 0,16 3 621 9,50
2025-07-16 13F Embree Financial Group 77 474 -13,86 2 335 -5,81
2025-07-30 13F Bogart Wealth, LLC 132 759 -0,01 4 001 9,32
2025-08-05 13F Blue Barn Wealth, LLC 15 603 -10,25 470 -1,88
2025-07-11 13F SILVER OAK SECURITIES, Inc 44 607 -3,02 1 344 5,91
2025-07-22 13F Joule Financial, LLC 166 782 1,25 5 027 10,68
2025-08-13 13F Jackson Creek Investment Advisors LLC 57 177 -3,88 2 0,00
2025-08-12 13F/A Brightwater Advisory LLC 161 053 -0,50 4 854 8,79
2025-08-08 13F Glaxis Capital Management, LLC 8 351 0,11 252 9,61
2025-08-13 13F American Investment Services, Inc. 29 483 -0,03 889 9,23
2025-07-15 13F BCS Wealth Management 41 191 10,32 1 0,00
2025-08-05 13F Sigma Planning Corp 25 951 0,48 782 9,83
2025-07-22 13F Simplicity Wealth,LLC 0 -100,00 0
2025-08-06 13F Adviser Investments LLC 163 299 0,32 4 922 9,67
2025-08-07 13F Gs Investments, Inc. 1 490 0,00 45 7,32
2025-08-14 13F Glenmede Investment Management, LP 21 909 660
2025-08-12 13F Vawter Financial, Ltd. 0 -100,00 0
2025-08-12 13F Passive Capital Management, LLC. 54 586 -0,99 1 651 8,69
2025-07-18 13F Liberty Capital Management, Inc. 7 037 212
2025-07-25 13F Atria Wealth Solutions, Inc. 0 -100,00 0
2025-08-15 13F Orcam Financial Group 85 838 0,05 2 587 9,39
2025-08-06 13F Soltis Investment Advisors LLC 41 232 -7,16 1 243 1,47
2025-07-15 13F Cordant, Inc. 8 508 2,49 256 12,28
2025-08-08 13F Tortoise Investment Management, LLC 77 981 0,87 2 350 10,28
2025-08-05 13F Westside Investment Management, Inc. 323 0,00 10 12,50
2025-07-17 13F Beacon Capital Management, LLC 571 -20,36 17 -10,53
2025-05-09 13F Washington Growth Strategies Llc 0 -100,00 0
2025-07-09 13F Westmount Partners, LLC 27 508 0,00 829 9,37
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 662 657 1,39 19 972 10,84
2025-07-10 13F Oldfather Financial Services, LLC 13 954 -0,84 421 8,53
2025-07-07 13F Upper Left Wealth Management, LLC 156 440 3,19 4 715 12,83
2025-07-30 13F Gables Capital Management Inc. 500 0,00 15 15,38
2025-08-11 13F Empowered Funds, LLC 84 966 2 561
2025-08-13 13F Lido Advisors, LLC 0 -100,00 0
2025-08-18 13F Geneos Wealth Management Inc. 245 601 -0,78 7 402 8,26
2025-08-05 13F Cassaday & Co Wealth Management LLC 12 164 -22,24 367 -15,08
2025-07-16 13F Arkansas Financial Group, Inc. 215 636 -1,09 6 523 16,97
2025-07-30 13F Retirement Planning Group 14 231 4,51 429 14,13
2025-05-22 13F Mattson Financial Services, LLC 0 -100,00 0
2025-07-31 13F Buckingham Strategic Partners 30 144 7,31 909 17,31
2025-08-08 13F Kingsview Wealth Management, LLC 10 424 -3,51 314 5,72
2025-08-01 13F Rossby Financial, LCC 3 349 -0,89 101 8,70
2025-08-14 13F Glen Eagle Advisors, LLC 73 0,00 2 0,00
2025-07-09 13F Dynamic Advisor Solutions LLC 9 818 -9,83 296 -1,67
2025-08-01 13F Koss-Olinger Consulting, LLC 0 -100,00 0
2025-08-12 13F Pathstone Holdings, LLC 732 846 -0,82 13 388 -34,28
2025-07-16 13F Tenret Co LLC 54 462 188,34 1 641 215,58
2025-07-17 13F Cornerstone Wealth Advisors, Inc. 199 511 -2,42 6 013 6,67
2025-08-07 13F Sollinda Capital Management LLC 66 838 33,46 2 014 45,94
2025-08-12 13F Clearwater Capital Advisors, LLC 28 747 -95,97 866 -95,59
2025-05-09 13F Wade Financial Advisory, Inc 15 234 -6,30 420 -2,78
2025-08-14 13F Hamilton Capital, LLC 72 015 5,69 2 171 15,55
2025-07-25 13F Almanack Investment Partners, LLC. 41 694 1 257
2025-07-23 13F Madden Advisory Services, Inc. 40 069 -2,18 1 208 6,91
2025-08-14 13F Group One Trading, L.p. 100 3
2025-07-29 13F Creekside Partners 115 876 12,81 3 492 23,35
2025-04-22 13F Synergy Financial Management, LLC 0 -100,00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 32 739 1,80 987 11,29
2025-07-29 13F Stratos Wealth Partners, LTD. 8 136 -0,10 245 9,38
2025-07-25 13F Keener Financial Planning LLC 1 330 5 945,45 0
2025-08-07 13F Fonville Wealth Management LLC 24 367 0,02 734 9,55
2025-08-25 NP SWYOX - Schwab Target 2065 Index Fund 623 430 5,88 18 790 15,74
2025-08-04 13F Atria Investments Llc 247 722 11,27 7 466 21,66
2025-08-05 13F WorthPointe, LLC 11 528 347
2025-07-14 13F Wooster Corthell Wealth Management, Inc. 453 615 -1,14 13 672 8,07
2025-08-11 13F Rockbridge Investment Management, LCC 178 588 -1,81 5 383 7,34
2025-08-11 13F FSA Wealth Management LLC 1 0,00 0
2025-07-22 13F/A Elser Financial Planning, Inc 28 190 -2,52 850 6,52
2025-08-11 13F One Capital Management, LLC 18 174 -0,16 548 9,18
2025-08-14 13F/A Skopos Labs, Inc. 1 039 31
2025-07-23 13F Ami Investment Management Inc 62 308 2,55 1 878 12,06
2025-07-15 13F Financial Management Professionals, Inc. 4 535 573,85 137 655,56
2025-07-25 13F Courage Miller Partners, LLC 227 292 2,25 6 851 11,78
2025-07-15 13F Mather Group, Llc. 2 114 862 0,05 63 742 9,38
2025-08-04 13F Continental Investors Services, Inc. 14 709 9,43 472 27,22
2025-08-12 13F Fortem Financial Group, Llc 0 -100,00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-31 13F Wealthfront Advisers Llc 15 056 -10,77 454 -2,58
2025-07-31 13F Guardian Wealth Advisors, LLC 8 634 0,06 260 9,70
2025-08-13 13F Prossimo Advisors, LLC 0 -100,00 0
2025-06-03 13F Invst, LLC 251 250 -46,34 6 927 -44,45
2025-08-12 13F Integrated Advisors Network LLC 12 424 -2,05 374 7,16
2025-08-18 13F Front Row Advisors LLC 10 331 5,52 311 15,61
2025-08-13 13F Nicolet Bankshares Inc 14 342 39,35 432 52,65
2025-08-04 13F Putney Financial Group LLC 0 -100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 1 628 282 -6,44 49 076 2,28
2025-07-24 13F Game Plan Financial Advisors, LLC 2 055 24,17 62 35,56
2025-07-08 13F Arlington Trust Co LLC 12 061 0,00 364 9,34
2025-08-06 13F Ethos Financial Group, LLC 124 163 9,13 3 742 23,54
2025-08-06 13F SNS Financial Group, LLC 98 540 -4,01 2 970 4,91
2025-08-08 13F Larson Financial Group LLC 16 999 169,10 512 194,25
2025-07-08 13F Adamsbrown Wealth Consultants Llc 409 084 -4,64 12 330 4,24
2025-08-14 13F L2 Asset Management, LLC 75 184 80,32 2 266 97,21
2025-07-31 13F Gill Capital Partners, Llc 9 473 0,00 286 9,20
2025-08-11 13F Heritage Wealth Advisors 0 -100,00 0
2025-07-17 13F Summit Financial Strategies, Inc. 13 860 -2,21 418 6,92
2025-05-06 13F Kathleen S. Wright Associates Inc. 0 -100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 7 010 -49,16 211 -43,13
2025-07-31 13F Oak Harbor Wealth Partners, Llc 2 0
2025-07-24 13F M1 Capital Management LLC 14 806 62,26 446 77,69
2025-08-06 13F Modera Wealth Management, LLC 44 301 -1,60 1 335 7,57
2025-08-07 13F/A Joseph Group Capital Management 1 249 0,00 38 8,82
2025-07-29 13F Koshinski Asset Management, Inc. 28 639 -6,82 863 1,89
2025-08-07 13F Rollins Financial Advisors, LLC 7 306 220
2025-08-12 13F Bokf, Na 0 -100,00 0
2025-07-30 13F Bleakley Financial Group, LLC 91 342 2 753
2025-07-18 13F Naples Global Advisors, Llc 437 596 4,62 13 189 14,38
2025-07-08 13F Boltwood Capital Management 240 631 0,28 7 253 9,63
2025-08-07 13F HC Advisors, LLC 336 801 -1,47 10 151 7,73
2025-05-14 13F Truvestments Capital Llc 0 -100,00 0
2025-07-17 13F SWS Partners 13 364 0,01 403 9,24
2025-07-30 13F Fairway Wealth LLC 483 -2,03 15 7,69
2025-07-18 13F TruNorth Capital Management, LLC 415 568 20,34 12 525 31,57
2025-07-22 13F Valley National Advisers Inc 144 107 4,99 4 33,33
2025-08-29 13F Total Investment Management Inc 139 4
2025-08-08 13F Empower Advisory Group, LLC 45 536 2,69 1 372 12,27
2025-07-10 13F Stonekeep Investments, LLC 111 409 4,95 3 358 14,73
2025-07-15 13F GSB Wealth Management, LLC 12 655 -2,32 381 6,72
2025-08-05 13F Bank Of Montreal /can/ 44 285 5,33 1 335 15,10
2025-08-15 13F Tower Research Capital LLC (TRC) 324 -89,69 10 -89,53
2025-07-24 13F Lee Financial Co 97 708 1,80 2 945 11,26
2025-05-15 13F Beaird Harris Wealth Management, LLC 0 -100,00 0
2025-07-31 13F Leavell Investment Management, Inc. 95 212 -1,67 2 870 7,49
2025-08-07 13F Cahill Financial Advisors Inc 33 357 -0,24 1 005 9,12
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 592 0,00 18 6,25
2025-08-07 13F Alliance Wealth Management Group 521 628 -2,15 15 722 6,97
2025-07-22 13F Capital Advisors Inc/ok 20 068 605
2025-08-11 13F Mill Creek Capital Advisors, LLC 56 455 52,09 1 702 66,28
2025-04-10 13F Richard P Slaughter Associates Inc 0 -100,00 0
2025-08-06 13F Rialto Wealth Management, LLC 49 223 0,01 1 484 9,37
2025-08-19 13F Advisory Services Network, LLC 30 315 42,59 923 57,34
2025-07-16 13F Kiley Juergens Wealth Management, Llc 37 782 -0,96 1 139 8,28
2025-07-25 13F Northwest Capital Management Inc 63 099 -34,62 1 902 -28,53
2025-07-22 13F White & Co Financial Planning Inc 132 764 0,90 3 998 10,05
2025-08-07 13F Apeiron RIA LLC 12 982 0,88 391 10,45
2025-07-31 13F Brighton Jones Llc 45 505 0,35 1 372 9,68
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 185 696 -6,20 5 597 2,55
2025-08-06 13F Financial Advisory Corp /ut/ /adv 35 804 -10,13 1 0,00
2025-08-05 13F Cherry Tree Wealth Management, LLC 16 146 -0,24 487 8,97
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 98 352 2,08 2 964 11,60
2025-08-14 13F Private Capital Management, LLC 8 332 0,07 251 9,61
2025-08-06 13F Atlantic Union Bankshares Corp 126 4
2025-08-13 13F Russell Investments Group, Ltd. 1 778 183,12 54 211,76
2025-09-04 13F ZynergyRetirementPlanningLLC 115 021 2,01 3 467 15,46
2025-08-08 13F Pnc Financial Services Group, Inc. 18 399 -2,39 555 6,74
2025-08-14 13F Waterford Advisors, LLC 3 -99,99 1 230 -10,68
2025-08-19 13F Asset Dedication, LLC 22 180 -0,44 669 8,79
2025-08-14 13F Creegan & Nassoura Financial Group, LLC 11 640 -0,64 351 8,70
2025-08-14 13F Financial Engines Advisors L.L.C. 17 603 682 -3,04 530 575 6,00
2025-08-07 13F Winthrop Capital Management, LLC 56 960 0,01 2 0,00
2025-07-10 13F Orgel Wealth Management, LLC 1 950 673 4,33 58 793 14,05
2025-07-25 13F Hazlett, Burt & Watson, Inc. 317 -45,16 0
2025-07-11 13F Coastwise Capital Group, LLC 16 227 -1,28 489 7,95
2025-08-13 13F Strategic Financial Planning, Inc. 105 162 -0,37 3 170 8,90
2025-07-16 13F Jentner Corp 20 182 -3,41 608 5,56
2025-08-06 13F Wedbush Securities Inc 6 641 0
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 185 129 2,62 5 580 12,12
2025-08-06 13F Reston Wealth Management Llc 19 816 -1,58 597 7,57
2025-07-02 13F Howard Financial Services, Ltd. 82 254 -1,58 2 479 7,60
2025-07-24 13F Morton Brown Family Wealth, LLC 401 0,00 12 9,09
2025-05-09 13F NBZ Investment Advisors LLC 0 -100,00 0
2025-03-12 13F/A Private Capital Management Llc 15 686 4,35 417 9,76
2025-07-22 13F Windward Private Wealth Management Inc. 47 030 -0,88 1 417 8,33
2025-07-25 13F Concurrent Investment Advisors, LLC 31 268 54,25 942 68,82
2025-08-12 13F Indie Asset Partners, LLC 47 942 348,39 1 445 391,16
2025-08-14 13F LifePlan Investment Advisors, Inc. 179 966 -1,37 5 424 7,83
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 58 966 5,51 1 777 15,39
2025-07-31 13F Jackson Hole Capital Partners, LLC 4 000 0,00 121 9,09
2025-07-14 13F Ridgewood Investments LLC 122 0,00 4 0,00
2025-08-14 13F Wells Fargo & Company/mn 1 325 780 -1,04 39 959 8,19
2025-08-14 13F TT Capital Management LLC 76 124 2 169
2025-07-28 13F Sterling Financial Planning, Inc. 16 208 -10,07 488 -1,61
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100,00 0
2025-07-29 13F APCM Wealth Management for Individuals 25 512 2,49 769 11,95
2025-07-28 13F Harbour Investments, Inc. 8 712 -3,73 263 5,22
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 310 116 -5,52 9 347 3,28
2025-08-15 13F WealthCollab, LLC 2 807 -0,78 85 9,09
2025-07-30 13F Brookstone Capital Management 21 158 2,77 638 12,35
2025-07-29 13F Empirical Asset Management, LLC 10 551 -1,70 318 7,46
2025-07-09 13F OLIO Financial Planning 46 429 -14,76 1 399 -6,80
2025-08-14 13F Operose Advisors LLC 772 0,13 23 9,52
2025-07-15 13F MCF Advisors LLC 23 052 0,11 695 9,46
2025-07-24 13F Etesian Wealth Advisors, Inc. 75 247 -10,51 2 268 -2,20
2025-08-19 13F Cape Investment Advisory, Inc. 118 319 0,29 3 566 9,66
2025-07-09 13F Riversedge Advisors, Llc 9 775 -13,09 295 -5,16
2025-05-07 13F Objective Capital Management, LLC 0 -100,00 0
2025-08-14 13F Ieq Capital, Llc 9 147 -52,06 276 -47,72
2025-08-12 13F North Star Asset Management Inc 321 806 -2,02 9 699 7,11
2025-08-27 13F Seneca Financial Advisors LLC 299 987 -0,60 9 042 8,67
2025-07-22 13F Global Strategic Investment Solutions, LLC 9 644 -55,04 291 -50,93
2025-07-22 13F Red Tortoise LLC 302 081 -6,82 9 105 1,87
2025-08-05 13F Oakwell Private Wealth Management, LLC 70 151 0,00 2 114 9,31
2025-08-14 13F Main Street Financial Solutions, LLC 285 937 2,47 8 618 12,02
2025-07-22 13F Miracle Mile Advisors, LLC 120 481 0,37 3 631 9,73
2025-07-22 13F Red Door Wealth Management, LLC 10 617 0,01 320 9,25
2025-08-05 13F Tiaa Trust, National Association 7 227 218
2025-08-14 13F Advisor OS, LLC 10 011 302
2025-08-14 13F Prudent Investors Network 6 754 204
2025-07-24 13F Blair William & Co/il 28 719 25,75 866 37,52
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 802 0,00 24 9,09
2025-07-21 13F Warner Financial, Inc 9 119 2,87 0
2025-07-29 13F International Assets Investment Management, Llc 8 835 266
2025-07-22 13F Merit Financial Group, LLC 23 149 -0,26 698 9,08
2025-08-14 13F Financial Advisory Service, Inc. 87 508 0,16 2 638 9,51
2025-05-14 13F Oarsman Capital, Inc. 0 -100,00 0
2025-08-13 13F Financial Freedom, LLC 271 0,00 8 14,29
2025-08-15 13F Chapman Financial Group, Llc 4 702 -4,08 142 8,46
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