Grundläggande statistik
Institutionella ägare | 346 total, 345 long only, 0 short only, 1 long/short - change of 2,37% MRQ |
Genomsnittlig portföljallokering | 0.3714 % - change of 7,01% MRQ |
Institutionella aktier (lång) | 32 946 938 (ex 13D/G) - change of 1,17MM shares 3,68% MRQ |
Institutionellt värde (lång) | $ 2 525 593 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF (US:AIRR) har 346 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 32,946,938 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Raymond James Financial Inc, Wells Fargo & Company/mn, Cambridge Investment Research Advisors, Inc., Royal Bank Of Canada, Parcion Private Wealth LLC, and Kestra Advisory Services, LLC .
First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF (NasdaqGM:AIRR) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 19, 2025 is 95,12 / share. Previously, on September 23, 2024, the share price was 74,77 / share. This represents an increase of 27,22% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Nwam Llc | 59 989 | −18,08 | 5 218 | 4,46 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3 382 662 | 0,83 | 275 349 | 20,32 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 6 973 | 27,22 | 568 | 34,36 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 3 045 | 248 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 19 252 | 29,37 | 1 567 | 54,38 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 429 556 | 5,60 | 35 | 25,93 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 743 | −51,05 | 60 | −41,75 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 13 597 | −52,50 | 1 107 | −43,34 | ||||
2025-05-06 | 13F | Alpha Omega Group, Inc. | 98 794 | −5,11 | 6 739 | −15,99 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 14 048 | 6,12 | 1 144 | 26,72 | ||||
2025-05-06 | 13F | WESPAC Advisors SoCal, LLC | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Crumly & Associates Inc. | 99 714 | 21,01 | 8 117 | 44,41 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 18 178 | 1 480 | ||||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4 700 | 0,00 | 383 | 19,38 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 130 | 0,00 | 11 | 25,00 | ||||
2025-08-11 | 13F | Tidemark, LLC | 4 334 | −2,08 | 353 | 16,94 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 67 428 | −1,60 | 5 489 | 17,42 | ||||
2025-04-25 | 13F | WJ Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 282 382 | 18,18 | 22 986 | 41,04 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 10 638 | −2,89 | 866 | 15,80 | ||||
2025-07-25 | 13F | Cwm, Llc | 77 800 | 4,48 | 6 | 20,00 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 125 | 0,00 | 10 | 25,00 | ||||
2025-07-24 | 13F | Fischer Investment Strategies, Llc | 55 493 | −15,19 | 4 517 | 1,21 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 4 650 | −7,92 | 379 | 9,88 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 39 629 | 16,41 | 3 226 | 38,89 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 3 202 | 261 | ||||||
2025-07-15 | 13F | ACT Advisors, LLC. | 5 621 | 16,18 | 458 | 38,48 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 25 968 | 53,14 | 2 | 100,00 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 790 | 9,72 | 64 | 30,61 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 3 870 | 0,03 | 315 | 19,77 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 4 892 | 25,95 | 399 | 51,14 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 194 | 15,48 | 16 | 36,36 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 23 850 | −3,02 | 1 941 | 15,74 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 64 315 | 2,60 | 5 235 | 22,46 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 5 774 | 470 | ||||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 3 941 | 6,08 | 321 | 26,48 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 35 884 | 9,11 | 2 921 | 30,18 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117 515 | −1,91 | 9 566 | 17,06 | ||||
2025-08-11 | 13F | Banque Cantonale Vaudoise | 22 580 | −13,39 | 2 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 50 319 | −15,16 | 4 096 | −7,23 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 330 | 0,00 | 27 | 18,18 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 8 163 | 3,04 | 694 | 23,53 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 310 079 | 33,56 | 25 242 | 59,39 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 112 | 102 | ||||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 43 289 | 4,83 | 3 524 | 25,11 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 1 271 | 0,08 | 103 | 19,77 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 41 112 | 7,07 | 3 346 | 27,76 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 31 856 | 4,43 | 2 821 | 32,89 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 7 557 | 0,00 | 615 | 19,42 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 100 | −19,35 | 8 | 0,00 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 27 252 | 0,00 | 2 218 | 19,38 | ||||
2025-08-14 | 13F | Betterment LLC | 3 201 | 0 | ||||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 24 130 | 1 964 | ||||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 5 710 | −22,78 | 465 | −7,94 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 373 | 193 | ||||||
2025-05-12 | 13F | Owen LaRue, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 28 413 | 50,43 | 2 313 | 79,50 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 249 049 | 3,08 | 20 273 | 23,01 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 10 480 | −3,02 | 853 | 15,74 | ||||
2025-07-11 | 13F | Lincoln Capital LLC | 2 767 | 225 | ||||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7 706 | 0,00 | 627 | 19,43 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 11 126 | 0,01 | 906 | 19,39 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 345 | 0,00 | 28 | 21,74 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 78 176 | 40,79 | 6 364 | 68,02 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4 270 | 348 | ||||||
2025-07-31 | 13F | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 61 712 | 0,00 | 5 026 | 19,35 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 14 381 | 7,91 | 1 171 | 28,71 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 3 651 | 297 | ||||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 10 | 1 | ||||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 120 | 0 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 18 289 | 81,87 | 1 489 | 117,23 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 30 928 | 450,42 | 3 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 16 941 | 8,07 | 1 379 | 29,00 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 66 760 | 5 434 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17 010 | 1,15 | 1 385 | 20,66 | ||||
2025-08-07 | 13F | Allworth Financial LP | 21 444 | 4 910,28 | 1 746 | 5 917,24 | ||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50 000 | 4 070 | ||||||
2025-07-15 | 13F | tru Independence LLC | 53 398 | 3,03 | 4 347 | 22,94 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 400 | 0,00 | 33 | 22,22 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 48 | 4 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 883 | 861,00 | 235 | 1 070,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10 299 | −2,97 | 838 | 15,91 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 55 966 | 22,85 | 4 556 | 46,60 | ||||
2025-04-15 | 13F | Redhawk Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 22 | 2 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37 025 | 17,91 | 3 012 | 40,16 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 8 685 | 0,00 | 1 | |||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7 561 | 5,00 | 615 | 25,25 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 393 | 0,26 | 32 | 19,23 | ||||
2025-07-22 | 13F | Accel Wealth Management | 5 374 | 14,83 | 437 | 36,99 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 3 | 0,00 | 0 | |||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 5 852 | −2,11 | 448 | 11,72 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 125 | 10 | ||||||
2025-07-09 | 13F | Presidio Capital Management, LLC | 152 503 | 4,73 | 12 414 | 24,98 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 97 533 | 290,02 | 7 939 | 365,63 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3 375 | 0,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 3 187 | 259 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 4 400 | −0,27 | 358 | 19,33 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 242 | 198,77 | 20 | 280,00 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 376 | 14,85 | 438 | 36,99 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 11 279 | −90,60 | 918 | −88,78 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 248 082 | −5,56 | 20 194 | 12,70 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 71 631 | 4,60 | 5 831 | 24,81 | ||||
2025-07-29 | 13F | Sage Private Wealth Group, Llc | 166 803 | −6,20 | 13 578 | 11,93 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 315 | 0 | ||||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 19 606 | 7,27 | 1 596 | 28,01 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 509 | 41 | ||||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 20 120 | −1,30 | 1 638 | 17,77 | ||||
2025-04-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 60 | 0,00 | 5 | 0,00 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1 700 | 126,67 | 138 | 170,59 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 40 077 | −1,28 | 3 262 | 17,80 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 103 | 0,00 | 8 | 14,29 | ||||
2025-08-08 | 13F | Creative Planning | 19 811 | −4,78 | 1 613 | 13,60 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 76 673 | 15,63 | 6 241 | 38,01 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 107 412 | 19,66 | 8 743 | 42,81 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 1 134 | 3,00 | 92 | 22,67 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 9 208 | 5,90 | 750 | 26,31 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 6 057 | −31,57 | 493 | −18,24 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 4 865 | 18,40 | 396 | 41,43 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7 538 | 8,73 | 614 | 29,87 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 8 125 | 661 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 380 641 | 4,12 | 112 384 | 24,26 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 3 582 | 5,04 | 292 | 25,43 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 6 000 | 488 | ||||||
2025-07-08 | 13F | Next Level Private LLC | 175 579 | 7,92 | 14 292 | 28,79 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 3 821 | 74,40 | 311 | 108,05 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 6 975 | −13,62 | 568 | 3,09 | ||||
2025-08-04 | 13F | Atria Investments Llc | 17 448 | −60,12 | 1 420 | −52,40 | ||||
2025-08-07 | 13F | Fagan Associates, Inc. | 59 787 | −1,36 | 4 867 | 17,71 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 4 734 | −54,94 | 385 | −52,41 | ||||
2025-07-18 | 13F | Truist Financial Corp | 45 026 | 1,54 | 3 665 | 21,20 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 2 918 | −8,67 | 238 | 1,72 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 47 645 | 27,96 | 3 878 | 52,74 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 366 | 30 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 287 453 | −7,42 | 23 399 | 10,48 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 12 733 | −1,91 | 1 036 | 17,06 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Second Line Capital, LLC | 3 516 | −11,57 | 286 | 5,54 | ||||
2025-08-12 | 13F | Prudential Plc | 64 500 | 0,00 | 5 250 | 19,35 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 4 272 | −5,55 | 348 | 12,66 | ||||
2025-08-14 | 13F | Mariner, LLC | 4 528 | 16,85 | 369 | 39,39 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 19 383 | 2,73 | 1 578 | 22,63 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 138 773 | −4,65 | 11 296 | 13,80 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 51 599 | 31,16 | 4 200 | 56,54 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 1 400 | −22,22 | 0 | |||||
2025-07-14 | 13F | Pacifica Partners Inc. | 250 | 0,00 | 20 | 25,00 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 289 793 | 2,84 | 23 589 | 22,67 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 29 485 | 8,45 | 2 400 | 29,45 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 106 | 0,00 | 9 | 14,29 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 076 | 5,31 | 413 | 25,91 | ||||
2025-07-16 | 13F | American National Bank | 36 | 0,00 | 3 | 0,00 | ||||
2025-07-31 | 13F | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 177 688 | 0,00 | 14 472 | 19,35 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 488 | 144,88 | 854 | 192,12 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 53 565 | 1 243,15 | 4 360 | 1 502,94 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | 8,70 | 41 | 29,03 | ||||
2025-04-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 2 765 | 225 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12 368 | 19,15 | 1 007 | 42,09 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 5 225 | 425 | ||||||
2025-08-12 | 13F | Viawealth, Llc | 25 170 | 4,72 | 2 049 | 24,95 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Willner & Heller, Llc | 3 570 | −1,68 | 291 | 17,41 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 6 267 | 8,09 | 510 | 29,11 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 557 | 0,00 | 45 | 18,42 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55 507 | 0,53 | 4 680 | 24,27 | ||||
2025-08-12 | 13F | Guerra Pan Advisors, Llc | 13 429 | 7,38 | 1 093 | 28,14 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 23 508 | 1 914 | ||||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 26 652 | 2,92 | 2 169 | 22,82 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 13 498 | 10,77 | 1 099 | 17,06 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 6 677 | 3,86 | 544 | 23,97 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 2 700 | 220 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 816 | 311 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 5 433 | 34,31 | 442 | 60,73 | ||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 11 310 | −26,15 | 930 | −11,10 | ||||
2025-07-29 | 13F | Creekside Partners | 18 701 | 12,01 | 1 522 | 33,74 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5 335 | 44,19 | 434 | 72,22 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 225 119 | 9,15 | 18 | 28,57 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 35 865 | 1,87 | 3 | 0,00 | ||||
2025-05-16 | 13F/A | Goldman Sachs Group Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 034 | 2,57 | 410 | 22,09 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 451 | 0,00 | 36 | 20,00 | ||||
2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34 921 | −17,12 | 2 843 | −1,08 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 2 511 | 204 | ||||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 3 600 | 0,00 | 293 | 19,59 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 65 159 | 13,07 | 5 304 | 34,94 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 84 | −99,79 | 7 | −99,78 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 17 026 | −1,93 | 1 386 | 16,98 | ||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 653 750 | 53,82 | 53 215 | 83,58 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 43 671 | 3 555 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 15 530 | 41,17 | 1 264 | 68,53 | ||||
2025-08-05 | 13F | Tsfg, Llc | 462 | 0,00 | 0 | |||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 19 331 | 1 615 | ||||||
2025-08-05 | 13F | Atlas Wealth LLC | 99 372 | 1,65 | 8 170 | 22,53 | ||||
2025-08-11 | 13F | Citigroup Inc | 45 020 | 4,63 | 3 665 | 24,88 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 136 895 | 4,82 | 11 143 | 25,09 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 8 098 | −3,20 | 659 | 15,61 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 7 587 | 3,04 | 1 | |||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 48 482 | 8,09 | 3 946 | 29,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 21 682 | −60,03 | 1 765 | −52,31 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 6 920 | 563 | ||||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 93 | −13,08 | 8 | 0,00 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Covestor Ltd | 46 | 0,00 | 0 | |||||
2025-07-15 | 13F | Well Done, LLC | 13 344 | 0,00 | 1 086 | 5,64 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 10 473 | 103,75 | 853 | 143,43 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 10 526 | 2,59 | 857 | 22,46 | ||||
2025-04-17 | 13F | Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 22 004 | 76,81 | 1 791 | 111,20 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 56 648 | 14,96 | 4 611 | 37,19 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9 365 | −1,67 | 762 | 17,41 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 280 638 | −5,02 | 22 844 | 13,34 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 30 614 | 44,47 | 2 492 | 72,39 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 47 142 | 146,74 | 3 837 | 194,47 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 3 399 | 10,93 | 277 | 32,69 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 52 173 | 3,83 | 4 247 | 23,90 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 4 400 | −66,15 | 358 | −59,59 | |||
2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | −50,00 | 8 | −38,46 | |||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 400 | 0,00 | 33 | 18,52 | ||||
2025-08-04 | 13F | Spire Wealth Management | 35 068 | −0,64 | 2 855 | 18,57 | ||||
2025-08-14 | 13F | Comerica Bank | 33 608 | 21,41 | 2 736 | 44,86 | ||||
2025-08-12 | 13F | Quantum Private Wealth, LLC | 3 070 | −19,42 | 250 | −3,86 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 55 771 | −1,35 | 4 540 | 17,71 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 6 964 | 567 | ||||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 384 | −69,57 | 31 | −63,95 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 528 956 | 5,18 | 43 039 | 25,45 | ||||
2025-08-12 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 87 086 | 2,93 | 7 | 40,00 | ||||
2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 116 360 | 1,09 | 9 472 | 20,63 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 40 960 | 0,00 | 2 794 | 0,00 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 6 471 | 0,00 | 527 | 19,27 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 735 | −0,81 | 60 | 18,00 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 21 061 | 0,45 | 2 | 0,00 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 64 017 | 135,94 | 5 211 | 181,62 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 941 | 53,90 | 239 | 83,85 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 4 143 | 16,05 | 337 | 38,68 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 100 | 8 | ||||||
2025-07-14 | 13F | Signature Securities Group Corporation | 4 751 | −2,58 | 387 | 16,27 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 54 558 | −54,19 | 4 441 | −45,34 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 59 224 | 9,89 | 4 821 | 31,12 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1 750 | −84,66 | 144 | −85,83 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 24 043 | 8,92 | 1 957 | 30,03 | ||||
2025-08-14 | 13F | FIL Ltd | 59 190 | 4 828 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 140 | 79,22 | 744 | 114,12 | ||||
2025-04-23 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 32 804 | −9,81 | 2 670 | 7,62 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 3 208 | −1,44 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 54 613 | 46,49 | 4 761 | 87,29 | ||||
2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 22 694 | 13,68 | 1 927 | 54,20 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 12 459 | −1,87 | 1 014 | 17,23 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 538 | −3,58 | 44 | 13,16 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 5 433 | 45,38 | 442 | 48,82 | ||||
2025-08-08 | 13F | Condor Capital Management | 4 294 | 1,92 | 350 | 21,60 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 6 841 | 3,23 | 557 | 23,28 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 549 | 23,07 | 1 591 | 46,91 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 13 735 | 2,61 | 1 118 | 22,34 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 208 | 0,00 | 17 | 14,29 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 30 589 | 4,17 | 2 490 | 24,33 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 17 365 | −67,60 | 1 428 | −59,86 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 3 051 | −4,95 | 248 | 13,76 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 50 014 | 5,34 | 4 071 | 25,73 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 551 559 | 12,67 | 44 897 | 34,45 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 48 115 | 22,10 | 3 917 | 45,74 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 538 | −86,16 | 41 | −84,53 | ||||
2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 2 805 | 228 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 52 407 | 233,00 | 4 266 | 297,58 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 55 | 0,00 | 4 | 33,33 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 37 308 | 3,34 | 3 037 | 23,31 | ||||
2025-08-14 | 13F | Strive Asset Management, LLC | 65 571 | 117,65 | 5 337 | 159,83 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 484 | 0,00 | 39 | 18,18 | ||||
2025-08-15 | 13F | Morgan Stanley | 4 225 220 | 1,44 | 343 933 | 21,06 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 50 841 | 11,53 | 4 138 | 33,10 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 883 | 72 | ||||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2 513 | −17,14 | 205 | −0,97 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 288 | 0,00 | 23 | 21,05 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 5 125 | −70,65 | 417 | −64,99 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 73 419 | 1,05 | 5 976 | 20,61 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 6 594 | −41,66 | 537 | −30,39 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 434 | −4,73 | 0 | |||||
2025-08-14 | 13F | Herold Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 12 493 | 144,96 | 1 | |||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 26 767 | 101,86 | 2 179 | 140,93 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 5 158 | −34,91 | 420 | −22,22 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 49 695 | 0,16 | 4 045 | 19,53 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 101 | 0,00 | 8 | 33,33 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 3 801 | 14,38 | 309 | 36,73 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 5 814 | −49,19 | 473 | −39,36 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6 065 807 | 3,78 | 493 757 | 23,84 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 898 235 | 10,43 | 73 | 32,73 | ||||
2025-07-08 | 13F | Morris Retirement Advisors, LLC | 51 530 | 33,35 | 4 195 | 59,17 | ||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Bogart Wealth, LLC | 93 | 0,00 | 8 | 16,67 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Kickstand Ventures, Llc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 11 891 | −1,87 | 968 | 17,07 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 28 752 | 645,84 | 2 340 | 793,13 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 3 200 | 260 | ||||||
2025-05-02 | 13F | Theory Financial Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 595 | −60,83 | 48 | −53,40 | ||||
2025-08-12 | 13F | Concentrum Wealth Management | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Altus Wealth Group LLC | 8 312 | 4,72 | 677 | 24,95 | ||||
2025-08-14 | 13F | UBS Group AG | 1 777 376 | −1,25 | 144 678 | 17,85 | ||||
2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 345 | 0,00 | 0 | |||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 7 281 | −49,02 | 593 | −39,22 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 36 971 | 21,12 | 3 009 | 44,52 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 8 892 | −12,35 | 724 | 4,63 | ||||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 9 694 | −2,70 | 789 | 16,20 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 179 730 | 13,63 | 14 630 | 35,59 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 91 431 | 10,97 | 7 446 | 32,47 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 41 051 | −10,94 | 3 342 | 6,30 | ||||
2025-08-12 | 13F | Change Path, LLC | 9 502 | 31,32 | 773 | 56,80 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 5 075 | −9,50 | 413 | 8,12 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 929 | −14,32 | 401 | 2,30 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 36 288 | 19,13 | 2 954 | 42,18 | ||||
2025-07-18 | 13F | Parkside Investments, LLC | 159 644 | −1,84 | 12 995 | 17,15 | ||||
2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 1 231 | 10,30 | 100 | 31,58 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 9 184 | 0,00 | 812 | 29,55 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 810 | 22,51 | 310 | 46,23 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 467 | 14,18 | 0 | |||||
2025-08-04 | 13F | IFG Advisory, LLC | 55 359 | 2,91 | 4 506 | 22,81 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 4 522 | 368 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 14 277 | 73,10 | 1 162 | 106,76 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 11 247 | 5,59 | 916 | 26,03 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1 646 699 | 0,80 | 134 041 | 20,29 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26 438 | −11,14 | 2 155 | 6,21 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 177 955 | 13,70 | 14 486 | 35,69 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 5 567 | 24,96 | 453 | 49,50 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8 355 | 1 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 59 | 5 | ||||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5 577 | −13,62 | 454 | 3,18 | ||||
2025-05-14 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | TradeWell Securities, LLC. | 35 824 | 277,97 | 2 444 | 234,66 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 18 816 | −80,70 | 1 533 | −79,55 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 222 | 0,00 | 18 | 20,00 | ||||
2025-07-30 | 13F | Fiduciary Planning LLC | 84 344 | −4,08 | 6 866 | 14,45 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 22 281 | −1,71 | 1 814 | 17,27 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 8 746 | 1,24 | 712 | 20,71 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 16 | 1 | ||||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 2 511 | −64,33 | 204 | −57,50 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 217 458 | 27,79 | 17 701 | 52,50 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 866 573 | 8,04 | 70 539 | 28,93 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 2 682 | −17,70 | 218 | −1,80 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 98 966 | 42,78 | 8 056 | 70,40 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 19 749 | 68,84 | 1 608 | 101,63 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 54 251 | 4,18 | 4 416 | 24,32 | ||||
2025-08-15 | 13F | Puff Wealth Management, Llc | 33 725 | −12,04 | 2 745 | 4,97 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 3 326 | 3,65 | 271 | 23,85 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 2 285 | −10,74 | 186 | 6,32 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6 870 | 0,81 | 559 | 20,26 | ||||
2025-08-04 | 13F | Assetmark, Inc | 31 306 | 30,39 | 2 548 | 55,65 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 350 | 0,00 | 28 | 16,67 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 5 178 | 4,86 | 422 | 25,30 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19 530 | −78,05 | 1 590 | −73,81 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Pictet North America Advisors SA | 240 160 | −5,17 | 19 549 | 13,17 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13 319 | −2,46 | 1 084 | 16,31 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 13 839 | 14,10 | 1 127 | 20,56 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 47 949 | 1,83 | 3 903 | 21,55 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 15 654 | 1 274 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 9 993 | 11,63 | 813 | 33,28 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 6 169 | 8,00 | 502 | 29,05 | ||||
2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 53 560 | 129,96 | 4 360 | 174,50 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 22 686 | 124,61 | 1 897 | 179,79 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 232 | 100 | ||||||
2025-08-11 | 13F | WPG Advisers, LLC | 14 401 | 54,57 | 1 172 | 84,57 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 56 503 | 12,19 | 4 599 | 33,89 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 3 827 | 0,00 | 312 | 19,16 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 50 497 | 8,34 | 4 110 | 29,29 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Reuter James Wealth Management, Llc | 0 | −100,00 | 0 |
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