Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam American Century ETF Trust - Avantis International Equity ETF termasuk Maseco Llp, ACT Advisors, LLC., Capital Planning Advisors, LLC, JRM Investment Counsel, LLC, Mason & Associates Inc, HORAN Wealth, LLC, ABLE Financial Group, LLC, Advance Capital Management, Inc., Lifestyle Asset Management, Inc., Divergent Planning, LLC, Midwestern Financial, LLC /IA, Financial Advocates Investment Management, Vestmark Advisory Solutions, Inc., BLVD Private Wealth, LLC, Global Strategic Investment Solutions, LLC, Petros Family Wealth, LLC, Winnow Wealth Llc, Accordant Advisory Group Inc, Independence Bank of Kentucky, dan Kestra Private Wealth Services, Llc .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,255,718 | 18.79 | 166,946 | 32.66 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7,011 | 2.43 | 519 | 14.35 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 70 | 5 | ||||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1,409 | 1.15 | 104 | 13.04 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 335,263 | 1.17 | 25 | 14.29 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3,645 | 270 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 15,561 | 1.35 | 1,152 | 13.18 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 318,824 | 5.22 | 23,596 | 17.51 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4,004 | 296 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 4,188 | 310 | ||||||
| 2025-07-15 | 13F | Maseco Llp | 1,745,849 | 129,140 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 12,732 | 11.83 | 942 | 24.93 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 28,905 | 6.07 | 2,139 | 18.50 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 4,442 | 329 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,537 | 6,048.00 | 114 | 11,200.00 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 92,333 | 24.15 | 6,834 | 38.66 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 139,279 | 9.61 | 10,308 | 22.42 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 19,695 | 3.36 | 1,462 | 15.77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 169,535 | 12,547 | ||||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 176,984 | 8.36 | 13,099 | 21.02 | ||||
| 2025-07-28 | NP | AVGE - Avantis All Equity Markets ETF | 838,485 | 8.77 | 61,100 | 20.83 | ||||
| 2025-08-14 | 13F | Comerica Bank | 45,625 | 38.46 | 3,377 | 54.65 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 53 | 4 | ||||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 146,813 | 10,866 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13,566 | 217.78 | 1,004 | 256.03 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 351,411 | 1.31 | 26,008 | 13.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 187,592 | 17.57 | 13,884 | 31.29 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 106,261 | 105.41 | 7,864 | 129.40 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 143,703 | 25.23 | 10,635 | 39.86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 105,987 | 73.16 | 7,844 | 93.39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 863,820 | 10.54 | 64 | 23.53 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2,759 | 3.96 | 204 | 16.57 | ||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 497,835 | 49.58 | 36,845 | 67.05 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 95,515 | 44.20 | 7,045 | 58.99 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 46,416 | 12.76 | 3,435 | 25.92 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 29,076 | 2,152 | ||||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 25,633 | 19.08 | 1,897 | 33.03 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2,737 | 203 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 24,728 | 2.61 | 1,830 | 14.66 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,733 | 202 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 286,578 | 5.34 | 21,210 | 17.64 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 8,383 | 280.35 | 1 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 59,396 | 4,396 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 691,229 | 5.16 | 51,158 | 17.44 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 223,030 | 24.46 | 16,506 | 39.00 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 59,028 | 4,369 | ||||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 268,328 | 6.78 | 19,859 | 19.25 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 19,113 | 30.57 | 1,415 | 45.77 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 403,623 | 113.19 | 29,872 | 138.10 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 89,447 | 6,620 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 158,213 | 10.10 | 11,709 | 22.95 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 63 | 5 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 265,840 | 2.83 | 19,675 | 14.84 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 22,701 | 78.93 | 1,680 | 100.00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 58,491 | 51.57 | 4,329 | 69.26 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 57,131 | 4,228 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 3,963 | 293 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 997 | 433.16 | 74 | 508.33 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 111,148 | 0.62 | 8,226 | 12.38 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1,220,027 | 3.45 | 80,851 | 11.71 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 161,992 | 9.93 | 11,989 | 22.78 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 32,262 | 0.58 | 2,009 | -1.76 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 444,442 | 96.99 | 32,893 | 120.01 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 292,764 | 12.40 | 21,668 | 25.53 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 25,965 | 298.73 | 1,922 | 345.71 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 55 | 4 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,702,820 | 76.44 | 126,026 | 97.05 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 265,169 | 1.34 | 19,625 | 13.18 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 593,188 | 31.80 | 43,902 | 47.20 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 12,444 | 127.79 | 921 | 154.14 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,151,261 | 4.57 | 85,205 | 16.78 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 2,147 | 2.63 | 159 | 14.49 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 35,496 | 5.89 | 2,627 | 18.28 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1,775 | 29.56 | 131 | 45.56 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 542,167 | 32.38 | 39,849 | 53.25 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 3,021 | 224 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 782,569 | 63.27 | 57,918 | 82.34 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 400,682 | 29,654 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 37,579 | 0.38 | 2,781 | 12.14 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 37,367 | 2,766 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6,673 | 17.40 | 494 | 31.12 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 222,000 | 16,430 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 9,091 | 673 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,935 | 131.10 | 217 | 158.33 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27,087 | 0.05 | 2,005 | 11.71 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 6,265 | 0.40 | 464 | 12.11 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 278,983 | 11.54 | 21 | 25.00 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 21,270 | 1.75 | 1,574 | 13.65 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 27,227 | 8.50 | 2,015 | 21.24 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 27,581 | 50.22 | 2,041 | 67.85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,978,642 | 17.81 | 146,439 | 31.57 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 734,503 | 6.53 | 54,361 | 18.98 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 48,420 | 3,584 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 752,507 | 1.87 | 55,693 | 13.77 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 638,091 | 26.65 | 47,225 | 41.45 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 14,982 | 1,109 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 45,468 | 3,365 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 19,140 | 49.65 | 1,417 | 67.18 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 3,064 | 227 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 12,789 | 97.54 | 947 | 120.51 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 97,802 | 6.54 | 7,238 | 18.99 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1,204,258 | 0.94 | 89,127 | 12.73 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8,176 | 91.12 | 605 | 113.78 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 32,054 | 5.46 | 2,372 | 17.78 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,190 | 162 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 154,777 | 5.34 | 11 | 22.22 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5,096 | 29.90 | 377 | 45.56 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 35,745 | 148.57 | 2,645 | 177.84 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 24,337 | 5.62 | 1,801 | 18.02 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 46,825 | 36.58 | 3,466 | 52.58 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 224,619 | 23.01 | 16,624 | 37.39 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 856,998 | 8.56 | 63,426 | 21.24 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 165,447 | 15.66 | 12,271 | 44.62 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 46,165 | 99.87 | 3,417 | 141.07 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 76,842 | 18.38 | 5,687 | 32.23 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 34,354 | 2,543 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 3,551 | 263 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 195 | 14 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,508 | 271.43 | 112 | 326.92 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 28,359 | 29.49 | 2,099 | 44.59 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3,540 | 1.72 | 262 | 13.91 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 21,500 | 1,591 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55,671 | 19.55 | 4,120 | 33.55 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2,856 | 211 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 240,798 | 4.48 | 17,822 | 16.70 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 222,370 | 2.23 | 16,458 | 14.17 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 25,732 | 9.00 | 1,904 | 21.74 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 272,493 | 3.67 | 20,167 | 15.78 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 197,888 | 1.05 | 14,632 | 12.75 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 4,944 | 1.71 | 366 | 13.35 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6,273 | 464 | ||||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 43,500 | 3.98 | 3,219 | 16.13 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 1,614 | 119 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,773 | 1,075.00 | 205 | 1,260.00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4,047,220 | 4.13 | 299,535 | 16.30 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 28,865 | 123.78 | 2,136 | 150.12 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 229,834 | 132.87 | 17,010 | 160.08 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 815 | 30.40 | 60 | 46.34 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 4,660 | 0.39 | 345 | 12.05 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 74,830 | 1,213.04 | 5,538 | 1,368.97 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 133,792 | 5.25 | 9,902 | 17.53 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 3,376,257 | 67.22 | 249,877 | 86.75 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 2 | 0 | ||||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 296,116 | 5.26 | 21,916 | 17.55 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 6,302 | 13.35 | 466 | 26.63 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2,759 | 204 | ||||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 100,774 | 0.77 | 7,458 | 12.54 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 5,133 | 1.18 | 380 | 12.80 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14,985 | 1,109 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 16,962 | 19.79 | 1,255 | 33.80 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 12,562 | 930 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 579,123 | 10.53 | 42,861 | 23.44 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 788 | 58 | ||||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 60,561 | 1.07 | 4,482 | 12.90 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5,055 | 5.89 | 374 | 15.08 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 23,792 | 0.93 | 1,761 | 12.68 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 358,129 | 6.46 | 26,505 | 18.90 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 4,942 | 0.24 | 366 | 11.96 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 289,040 | 21,392 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 15,131 | 1.90 | 1,120 | 13.72 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 642 | 234.38 | 48 | 291.67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 158,517 | 285.23 | 11,732 | 330.34 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 181 | 1.69 | 13 | 18.18 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 30,322 | 0.82 | 2,244 | 12.59 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 25,166 | 2 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 24,334 | 9.31 | 1,801 | 22.03 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 20,893 | 0.11 | 1,546 | 11.79 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 13,946 | 0.85 | 1,032 | 12.66 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 621,784 | 4.22 | 46,018 | 16.39 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 60,105 | 10.92 | 4,448 | 23.90 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 8,964 | 0.55 | 663 | 12.37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 20 | 1 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 27,613 | 1.93 | 2 | 100.00 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 86,825 | 6,420 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 34,354 | 2,543 | ||||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 18,624 | 3.86 | 1,378 | 15.99 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 7,989 | 1.67 | 591 | 13.65 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 2,797 | 207 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 773 | 0 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 114,952 | 9.93 | 8,508 | 22.77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6,776 | 153.21 | 502 | 183.05 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 41,633 | 337.37 | 3,081 | 389.05 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 13,178 | 23.03 | 975 | 37.52 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 11,519 | 27.07 | 852 | 41.83 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 5,065 | 4,865.69 | 375 | 6,133.33 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 252,592 | 4.72 | 18,694 | 16.95 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 18,896 | 15.01 | 1,398 | 28.49 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 53,635 | 227.86 | 3,933 | 262.82 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 15,802 | 11.67 | 1,169 | 23.57 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12,522 | 36.32 | 1 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 34,429 | 22.74 | 2,548 | 37.14 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 78,802 | 9.53 | 5,832 | 22.34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4,756 | 22.33 | 352 | 36.58 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 113,184 | 9.92 | 8,377 | 22.76 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 7,626 | 564 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 17,099 | 10.79 | 1,265 | 23.78 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 96,221 | 7,121 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 57,382 | 14.85 | 4,247 | 28.28 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 173,687 | 40.02 | 12,855 | 56.37 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 91,216 | 6.69 | 6,751 | 19.15 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22,700 | 63.31 | 1,680 | 82.41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,798 | 23.03 | 281 | 37.75 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 48,158 | 25.40 | 3,564 | 40.04 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 648 | 340.82 | 48 | 422.22 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 51,847 | 1.98 | 3,837 | 13.89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 61,632 | 12.65 | 4,561 | 25.82 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3,559 | 263 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 3,106 | 230 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 150 | 11 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 431,240 | 30.94 | 31,916 | 46.24 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 129,024 | 6.42 | 9,549 | 18.86 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 11,695 | 2.48 | 860 | 13.47 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 433 | 32 | ||||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 34,751 | 2.08 | 2,572 | 14.01 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 262,780 | 58.73 | 19,448 | 77.27 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 5,112 | 378 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 22,463 | 1.16 | 1,663 | 12.98 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 66,986 | 4,958 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3,047 | 227 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 31,929 | 78.13 | 2,362 | 96.10 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 176,636 | 52,785.03 | 13,073 | 15.43 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 19,016 | 4.29 | 1,407 | 16.47 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 66,905 | 4.10 | 4,952 | 16.25 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1,202 | 2.82 | 89 | 14.29 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 8,211 | 608 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 15,390 | 1.09 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 134,178 | 7.28 | 9,979 | 18.73 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3,949 | 1.15 | 292 | 13.18 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 281,590 | 304.71 | 20,863 | 346.27 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 3,506 | 259 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 65,768 | 2.06 | 4,867 | 13.98 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,502 | 481 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,843 | 284 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 16,590 | 21.44 | 1,099 | 31.15 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 3,653 | 276 | ||||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 14,601 | 15.44 | 1,081 | 28.88 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5,496 | 5.01 | 407 | 17.34 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 175,439 | 12,984 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 8,252 | 406.26 | 611 | 464.81 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 21,175 | 4.92 | 1,567 | 17.20 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 42,852 | 4.06 | 3,171 | 16.20 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 235,364 | 10.36 | 17,419 | 23.25 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 7,943 | 67.50 | 588 | 86.94 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 85,470 | 0.01 | 6,513 | 9.12 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 50,789 | 132.82 | 3,755 | 159.86 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 53,076 | 10.69 | 3,928 | 23.44 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 98,737 | 2.63 | 7,308 | 14.62 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 76,899 | 36.41 | 5,691 | 52.37 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 442,017 | 6.84 | 32,877 | 15.14 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 36,404 | 16.48 | 2,694 | 30.08 | ||||
| 2025-08-07 | 13F | Nwam Llc | 25,916 | 2.28 | 1,915 | 14.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1,355,747 | 664.59 | 100,339 | 753.94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 69,260 | 214.75 | 5 | 400.00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 212,876 | 3,139.14 | 15,789 | 3,554.63 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 275 | 20 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 159,546 | 0.51 | 11,808 | 12.28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 91,516 | 14.32 | 6,774 | 27.69 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 11,457 | 11.64 | 848 | 24.56 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 56,304 | 0.30 | 4,167 | 12.05 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 8,524 | 0.37 | 631 | 12.10 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 497,457 | 6.36 | 36,817 | 18.78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 12,643 | 90.01 | 936 | 112.50 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 29,559 | 3.76 | 2,188 | 15.90 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 160 | 12 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 7,560 | 560 | ||||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 5,217 | 386 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,078,438 | 63.93 | 79,800 | 83.20 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 191,995 | 11.60 | 14,210 | 24.63 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 606,796 | 78.69 | 44,909 | 99.56 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 44,534 | 13.01 | 3,296 | 26.20 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 94,193 | 0.94 | 6,971 | 12.74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,560 | 115 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 19,696 | 1.86 | 1,458 | 13.74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 467,810 | 16.44 | 34,623 | 30.04 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 3,986 | 0 | ||||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 96,556 | 3.43 | 7,146 | 15.52 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 8,211 | 608 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 432,815 | 4.28 | 32,033 | 16.46 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,000 | 0.06 | 518 | 11.88 | ||||
| 2025-07-28 | NP | AVNM - Avantis All International Markets Equity ETF | 1,701,735 | 170.61 | 124,005 | 200.60 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 55,825 | 0.08 | 4,132 | 11.77 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 114,297 | 0.45 | 8,460 | 12.19 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 717,409 | 29.84 | 53,095 | 45.00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 277,860 | 2.44 | 20,564 | 14.41 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 45,372 | 4.27 | 3,358 | 16.44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 504,288 | 6.14 | 37 | 19.35 | ||||
| 2025-08-01 | 13F | Motco | 41,978 | 12.81 | 3,078 | 24.82 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 20,376 | 14.19 | 1,508 | 27.58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 55,949 | 4,141 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19,936 | 5.92 | 1,475 | 18.28 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 48,512 | 2.48 | 3,590 | 14.44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 317 | 23 | ||||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 19,363 | 3.24 | 1,433 | 15.38 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 5,511 | 408 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 116,445 | 44.20 | 8,618 | 61.02 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 176,150 | 5.33 | 13,037 | 17.62 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 180,736 | 0.95 | 13,376 | 12.74 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 109 | 8 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5,459 | 22.51 | 404 | 36.95 | ||||
| 2025-07-24 | 13F | Eastern Bank | 550 | 19.05 | 41 | 33.33 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 8,650 | 3.06 | 640 | 15.11 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 336 | 25 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 87,032 | 6,441 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 821,790 | 110.60 | 60,821 | 135.20 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 4,681 | 346 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 731,327 | 2.91 | 54,126 | 14.93 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 34,795 | 15.59 | 2,575 | 29.14 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 30,411 | 22.14 | 2,251 | 36.36 | ||||
| 2025-08-14 | 13F | Betterment LLC | 15,268 | 7.96 | 1 | |||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 6,684 | 1.70 | 495 | 13.56 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 69,691 | 0.38 | 5,196 | 16.53 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 268,563 | 12.64 | 19,876 | 25.80 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 38,174 | 2.26 | 2,825 | 14.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,690,757 | 22.73 | 125,133 | 37.06 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 8,947 | 662 | ||||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 9,677 | 2.04 | 716 | 14.01 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 810,311 | 9.71 | 59,971 | 22.52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,013 | 48.14 | 445 | 66.04 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 13,432 | 0.31 | 994 | 12.06 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 60,314 | 4,464 | ||||||
| 2025-08-12 | 13F | Hill Investment Group Partners, LLC | 139,843 | 5.44 | 10,350 | 17.75 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 43,563 | 0.26 | 3,224 | 11.98 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 70,629 | 6.15 | 5,230 | 18.54 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,574 | 339 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 48,965 | 29.87 | 3,624 | 45.04 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 9,584 | 709 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3,567 | 264 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 81 | 6 |
