Grundläggande statistik
Institutionella ägare | 444 total, 444 long only, 0 short only, 0 long/short - change of 0,45% MRQ |
Genomsnittlig portföljallokering | 0.8562 % - change of −2,77% MRQ |
Institutionella aktier (lång) | 181 735 432 (ex 13D/G) - change of −0,52MM shares −0,28% MRQ |
Institutionellt värde (lång) | $ 5 008 069 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF (US:BUFR) har 444 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 181,735,432 aktier. Största aktieägare inkluderar LPL Financial LLC, Cetera Investment Advisers, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Advisor Group Holdings, Inc., Cwm, Llc, Royal Bank Of Canada, Raymond James Financial Inc, Wealth Enhancement Advisory Services, Llc, and Mml Investors Services, Llc .
First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF (BATS:BUFR) 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 9, 2025 is 33,00 / share. Previously, on September 10, 2024, the share price was 29,23 / share. This represents an increase of 12,90% 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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 115 525 | 22,76 | 3 674 | 31,46 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 52 166 | 1,61 | 1 659 | 8,79 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 185 356 | −0,88 | 5 894 | 6,18 | ||||
2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 51 400 | −40,92 | 1 635 | −36,74 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 218 771 | −28,36 | 6 957 | −23,54 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 115 946 | 6,84 | 3 687 | 14,47 | ||||
2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 41 800 | 0,00 | 1 329 | 7,09 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 567 | 50 | ||||||
2025-08-07 | 13F | Nwam Llc | 26 295 | 851 | ||||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 919 | −32,77 | 29 | −27,50 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 7 000 | 0,00 | 223 | 7,25 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 24 756 | −0,03 | 787 | 7,07 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 070 644 | −7,23 | 34 046 | −0,63 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 37 744 | 62,26 | 1 203 | 81,85 | ||||
2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 494 458 | −4,73 | 15 724 | 2,03 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10 339 | −46,92 | 329 | −43,25 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 246 725 | 6,57 | 7 846 | 14,14 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 192 746 | −3,89 | 5 723 | −6,35 | ||||
2025-08-07 | 13F | PFG Advisors | 75 488 | 88,36 | 2 401 | 101,85 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 418 | 0,00 | 45 | 7,14 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 187 851 | −4,38 | 5 974 | 2,42 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 16 595 | −1,45 | 528 | 5,61 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 106 444 | 12,92 | 3 385 | 20,94 | ||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 36 698 | −5,36 | 1 027 | −14,42 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 13 048 | 0,00 | 415 | 6,98 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 207 514 | 6,57 | 6 599 | 14,13 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 227 736 | 21,49 | 7 242 | 30,13 | ||||
2025-07-28 | 13F | Tower Wealth Partners, Inc. | 351 737 | 1,42 | 11 185 | 8,63 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 767 624 | 6,27 | 24 368 | 13,62 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10 750 500 | 29,09 | 342 | 38,06 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 934 486 | −16,32 | 29 717 | −10,38 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 41 562 | 1,05 | 1 322 | 8,19 | ||||
2025-08-11 | 13F | Forge Financial Services LLC | 28 679 | 318,43 | 917 | 351,23 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 3 981 | 0 | ||||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 78 849 | −3,20 | 2 507 | 6,41 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 1 661 | 0,00 | 53 | 6,12 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 201 180 | −26,66 | 6 398 | −21,45 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 63 538 | −44,58 | 2 021 | −40,64 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 190 592 | 90,62 | 6 061 | 98,95 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 941 302 | 2,58 | 29 933 | 9,87 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 45 588 | 1 450 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 147 570 | 6,05 | 5 | 0,00 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 41 887 | −0,83 | 1 332 | 6,14 | ||||
2025-04-16 | 13F | Defined Financial Planning LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 36 | −75,17 | 1 | −75,00 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 94 562 | −2,51 | 3 007 | 4,45 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 644 302 | 1,19 | 20 489 | 8,38 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 396 804 | 3,47 | 12 618 | 10,83 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 1 003 204 | 98,84 | 31 902 | 112,97 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 6 537 | 208 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 41 950 | 10,25 | 1 334 | 18,16 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 685 442 | 2,12 | 22 037 | 10,88 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 10 061 | −87,04 | 320 | −86,15 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 269 490 | −0,27 | 8 570 | 6,81 | ||||
2025-05-13 | 13F | UBS Group AG | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Brendel Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 352 118 | −45,09 | 11 197 | −41,20 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 21 880 | −2,92 | 696 | 3,89 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 23 419 | −23,82 | 745 | −18,42 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 164 483 | −2,82 | 5 231 | 4,08 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 56 041 | 10,89 | 1 782 | 15,79 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 262 842 | 6,11 | 8 358 | 13,65 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 32 010 | 2 059,92 | 1 018 | 8,19 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 56 448 | 3,99 | 1 795 | 11,42 | ||||
2025-08-15 | 13F | Synergy Financial Group, LTD | 30 631 | −0,12 | 974 | 7,03 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Gibbs Wealth Management | 7 509 | 239 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 20 207 | 0,00 | 643 | 7,18 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Trilogy Capital Inc. | 68 351 | 20,83 | 2 174 | 29,42 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 349 890 | 170,65 | 11 127 | 189,89 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 6 341 | 202 | ||||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 12 179 | −1,26 | 387 | 5,74 | ||||
2025-08-12 | 13F | LPL Financial LLC | 39 789 726 | −1,81 | 1 265 313 | 5,17 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1 910 379 | 0,80 | 60 750 | 7,97 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 2 666 | 0,00 | 85 | 6,33 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 26 959 | 1,21 | 857 | 8,48 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 106 656 | 4,91 | 3 392 | 12,36 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 8 455 | 269 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 36 865 | 7,12 | 1 172 | 14,79 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 1 528 390 | −6,82 | 48 603 | −0,20 | ||||
2025-08-05 | 13F | Key FInancial Inc | 412 741 | −0,37 | 13 125 | 6,72 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21 211 | 30,70 | 675 | 40,12 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 138 682 | 91,75 | 4 410 | 105,40 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 69 416 | 178,59 | 2 207 | 198,65 | ||||
2025-08-14 | 13F | Colony Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 4 758 353 | −10,67 | 151 315 | −4,32 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7 683 | 0,00 | 244 | 7,02 | ||||
2025-05-12 | 13F | Owen LaRue, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 16 080 | −8,53 | 511 | −0,39 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 407 277 | 2,17 | 12 951 | 9,43 | ||||
2025-05-01 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 19 631 | 624 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 186 380 | −29,99 | 5 927 | −25,64 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 510 | 0,00 | 16 | 6,67 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 31 094 | 6,92 | 989 | 14,48 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 15 101 | 480 | ||||||
2025-07-10 | 13F | Worth Asset Management, LLC | 24 747 | 174,02 | 787 | 193,28 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 21 731 | −0,13 | 691 | 6,97 | ||||
2025-08-11 | 13F | Advisor Resource Council | 95 905 | −52,93 | 3 050 | −13,36 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 67 532 | −3,28 | 2 148 | 3,57 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 182 458 | 1,89 | 5 802 | 9,14 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 82 750 | 0,24 | 2 631 | 7,39 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 312 141 | 5,03 | 9 926 | 12,50 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 33 644 | 1 031 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 497 | 0,00 | 48 | 6,82 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 37 530 | 1,91 | 1 193 | 9,15 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 27 714 | 8,96 | 1 | |||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 449 759 | 3,84 | 14 302 | 11,22 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 90 500 | 205,39 | 2 878 | 227,30 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 7 586 628 | −0,02 | 241 245 | 7,08 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 84 280 | −16,45 | 2 680 | −10,49 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2 495 086 | 7,67 | 79 344 | 15,32 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 63 131 | −0,78 | 2 049 | 9,75 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 9 500 | 2,49 | 303 | 9,82 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 203 548 | −8,05 | 6 473 | −1,52 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 89 035 | −19,03 | 2 831 | −13,27 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 125 190 | −27,16 | 3 981 | −21,97 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 299 | −20,48 | 9 | −18,18 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Icapital Wealth Llc | 8 970 | 0,00 | 285 | 7,14 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 6 722 | 214 | ||||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 114 396 | 8,99 | 3 638 | 16,72 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 408 | 0,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 236 711 | 7,49 | 7 527 | 15,14 | ||||
2025-07-22 | 13F | Accel Wealth Management | 6 916 | 0,00 | 220 | 6,83 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 766 703 | 0,87 | 24 381 | 8,04 | ||||
2025-08-04 | 13F | Atria Investments Llc | 233 792 | −23,99 | 7 435 | −18,59 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | SimpliFi, Inc. | 12 341 | 0,00 | 392 | 7,10 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 155 816 | 7,58 | 4 955 | 12,26 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 17 427 | −23,13 | 554 | −17,68 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 250 672 | 2,05 | 8 194 | 15,60 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
2025-04-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 28 314 | 0,11 | 900 | 7,27 | ||||
2025-08-05 | 13F | Navalign, LLC | 94 878 | 30,05 | 3 017 | 39,29 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 40 112 | 1 276 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 6 347 | 111,64 | 202 | 125,84 | ||||
2025-07-14 | 13F | IronOak Wealth LLC. | 8 539 | −92,17 | 272 | −91,84 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 175 123 | −24,23 | 5 569 | −18,86 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 79 350 | 108,93 | 2 523 | 123,87 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 161 655 | −0,40 | 5 141 | 6,68 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 214 388 | 12,39 | 6 818 | 20,38 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 8 398 | 0,00 | 272 | 8,84 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 443 814 | −4,54 | 14 113 | 2,25 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 35 915 | 7,11 | 1 142 | 14,77 | ||||
2025-07-23 | 13F | Drake & Associates, LLC | 265 795 | −35,23 | 8 452 | −30,62 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 477 793 | 2,57 | 46 994 | 9,86 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 8 592 | 0,00 | 277 | 8,63 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 18 261 | −67,31 | 581 | −65,02 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 204 464 | 3,75 | 6 502 | 11,13 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 435 332 | 2,74 | 13 844 | 10,04 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 16 559 | 527 | ||||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 68 181 | 1,81 | 2 168 | 9,05 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 712 987 | 4,26 | 54 473 | 11,68 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 12 794 | 407 | ||||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 93 589 | 3,87 | 2 976 | 11,25 | ||||
2025-07-15 | 13F | Clarus Group, Inc. | 15 505 | 0,00 | 493 | 7,17 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 30 729 | −0,95 | 977 | 6,08 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 213 774 | −25,08 | 6 798 | −19,75 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 11 005 421 | 6,21 | 349 972 | 13,76 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 153 320 | 5,99 | 4 876 | 13,53 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 208 416 | 7,41 | 6 628 | 15,05 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 830 227 | 14,10 | 26 401 | 22,21 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 54 676 | 413,82 | 1 739 | 451,75 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 000 | 0,00 | 32 | 6,90 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 631 697 | −0,83 | 20 | 11,11 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 31 614 | −29,31 | 1 005 | −24,27 | ||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 13 000 | −16,67 | 413 | −10,80 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 23 403 | −91,76 | 673 | −92,23 | ||||
2025-07-18 | 13F | Truist Financial Corp | 2 179 501 | 6,25 | 69 308 | 13,80 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 47 167 | −40,49 | 2 | −50,00 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 125 403 | 2,87 | 3 988 | 10,17 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 10 926 | −11,19 | 347 | −4,93 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 108 370 | 8,46 | 3 446 | 16,18 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 527 749 | 91,88 | 16 782 | 105,51 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 9 922 | −49,06 | 316 | −45,50 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 74 520 | 0,46 | 2 370 | 7,58 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 873 | 0,00 | 28 | 8,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 887 | 22,85 | 60 | 33,33 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 31 066 | −1,24 | 988 | 5,79 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 425 139 | 8,25 | 13 519 | 15,94 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 113 | 4 | ||||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 9 679 | 16,03 | 308 | 24,29 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 16 099 | −48,44 | 512 | −44,88 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 6 590 | −3,71 | 210 | 2,96 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 344 345 | 24,01 | 10 950 | 32,82 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 129 935 | 1,24 | 4 132 | 8,43 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 252 840 | −2,63 | 8 040 | 4,29 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 261 244 | −8,59 | 8 308 | −2,10 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 43 937 | 117,06 | 1 397 | 132,83 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 46 163 | −3,67 | 1 468 | 3,16 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 586 054 | 5,72 | 18 637 | 13,23 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 14 275 | 0,00 | 0 | |||||
2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 116 505 | 3 705 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 1 254 553 | 1,01 | 39 895 | 8,19 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 43 123 | 15,18 | 1 371 | 23,40 | ||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 17 760 | −0,52 | 565 | 6,42 | ||||
2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 12 345 | 0,00 | 393 | 7,10 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 28 041 | 0,00 | 833 | 0,00 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 27 000 | 0,00 | 859 | 7,12 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 68 328 | 37,15 | 2 173 | 46,86 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 39 648 | 1 261 | ||||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 373 790 | 1,98 | 11 887 | 9,23 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 47 875 | −14,38 | 1 522 | −8,31 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 414 176 | −3,53 | 13 171 | 3,33 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 407 113 | −4,32 | 12 946 | 2,49 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 25 100 | −10,99 | 798 | −4,66 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 167 280 | 17,49 | 5 320 | 25,83 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 477 731 | −0,48 | 15 192 | 6,60 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 94 827 | 6,45 | 3 015 | 14,03 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 369 271 | 20,65 | 107 918 | 30,16 | ||||
2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 7 347 | 6,37 | 234 | 13,66 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 909 213 | 8,34 | 28 913 | 16,04 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 10 927 | −88,22 | 347 | −87,40 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 88 263 | 26,29 | 3 | 0,00 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 20 953 | 666 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 984 991 | 0,33 | 31 323 | 7,46 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 8 403 | 8,50 | 249 | 5,96 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 71 002 | −5,09 | 2 258 | 1,62 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 3 000 | 0,00 | 95 | 6,74 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 33 559 | −2,81 | 1 067 | 4,10 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 73 697 | 3,90 | 2 344 | 11,31 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 88 098 | −1,97 | 2 802 | 4,99 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 249 329 | 53,57 | 7 929 | 64,48 | ||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 554 223 | −0,57 | 17 624 | 6,50 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 30 860 | −2,30 | 981 | 4,70 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 528 | −98,42 | 17 | −98,39 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 205 099 | 5,39 | 6 522 | 12,88 | ||||
2025-07-31 | 13F/A | Avion Wealth | 3 186 | 0 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 1 017 113 | 1,26 | 32 344 | 8,46 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 29 328 | 933 | ||||||
2025-08-05 | 13F | Tsfg, Llc | 107 163 | −27,26 | 3 | −25,00 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 33 033 | 25,58 | 1 050 | 34,62 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 56 756 | 46,31 | 1 805 | 56,73 | ||||
2025-08-12 | 13F | Bokf, Na | 5 000 | −44,13 | 159 | −40,00 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27 834 | 1,63 | 885 | 8,86 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 50 967 | 30,90 | 1 513 | 25,46 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 9 514 | −17,70 | 303 | −11,95 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 282 035 | 2,51 | 8 969 | 9,79 | ||||
2025-08-11 | 13F | Vista Cima Wealth Management LLC | 14 857 | 0,00 | 472 | 7,03 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 896 | 0,00 | 219 | 7,35 | ||||
2025-08-13 | 13F | Breakthru Advisory Services, Llc | 161 001 | 0,00 | 4 780 | 0,00 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 30 550 | −0,97 | 971 | 6,12 | ||||
2025-08-14 | 13F | Comerica Bank | 12 038 | 490,68 | 383 | 536,67 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 57 653 | −21,49 | 1 833 | −15,92 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 53 563 | −22,87 | 1 703 | −17,49 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 7 703 | 0,44 | 245 | 7,49 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 80 877 | −32,31 | 2 572 | −27,52 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 1 994 | 63 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 70 932 | 36,33 | 2 106 | 32,81 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 214 012 | −8,85 | 6 806 | −2,38 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 880 923 | 4,85 | 28 013 | 12,31 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 292 | 9 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 27 018 | −0,44 | 1 | |||||
2025-07-25 | 13F | Prostatis Group LLC | 79 801 | −25,36 | 2 538 | −20,07 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 11 702 | 0,00 | 372 | 7,20 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 285 | −0,61 | 295 | 6,50 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 26 552 | 4,22 | 844 | 11,64 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 113 741 | 3 617 | ||||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | EWG Elevate Inc. | 23 711 | 0,00 | 754 | 7,25 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 3 284 070 | 11,59 | 104 | 19,54 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 41 309 | 37,03 | 1 314 | 46,70 | ||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 9 975 | −1,48 | 317 | 5,67 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 41 006 | 11,72 | 1 304 | 19,74 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 301 | 200 | ||||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 10 000 | 0,00 | 318 | 7,43 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 168 593 | −29,56 | 5 361 | −24,55 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7 256 445 | −26,47 | 230 752 | −21,24 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 113 660 | 36,77 | 3 614 | 46,49 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Cooper Financial Group | 471 867 | 5,76 | 15 005 | 13,28 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 14 740 | −36,37 | 469 | −31,88 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 650 529 | 51,86 | 20 687 | 62,65 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 59 278 | 158,46 | 1 885 | 177,21 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 176 437 | 0,61 | 5 611 | 7,76 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 500 | 0,00 | 16 | 7,14 | ||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 146 616 | 2,57 | 4 662 | 9,85 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 5 305 | 0,00 | 169 | 7,01 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 34 435 | −7,17 | 1 095 | −0,54 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 2 819 | 21,56 | 90 | 30,88 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-04-09 | 13F | Capital CS Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Kilter Group LLC | 22 960 | 730 | ||||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 128 825 | −19,12 | 4 097 | −13,37 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 28 137 | −82,34 | 895 | −81,10 | ||||
2025-08-08 | 13F | Advisory Resource Group | 15 952 | −4,15 | 507 | 2,63 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 2 692 | 12,78 | 86 | 21,43 | ||||
2025-07-16 | 13F | Novem Group | 49 451 | 29,24 | 1 573 | 38,38 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 8 952 | −20,83 | 285 | −15,22 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 629 | −76,70 | 20 | −75,00 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 233 856 | 0,12 | 7 437 | 7,22 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 090 | 98 | ||||||
2025-07-30 | 13F | TFB Advisors LLC | 56 380 | −31,60 | 1 793 | −26,77 | ||||
2025-08-11 | 13F/A | Purus Wealth Management, LLC | 53 425 | 1,37 | 1 699 | 8,57 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 24 265 | 1,05 | 772 | 8,29 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 8 744 | 278 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 467 | 15 | ||||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 19 571 | 1,14 | 622 | 8,36 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 085 048 | −29,10 | 35 | −24,44 | ||||
2025-08-06 | 13F | LeClair Wealth Partners LLC | 241 910 | −13,20 | 7 693 | −7,03 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 108 798 | −36,69 | 3 460 | −32,20 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 940 | 0,00 | 125 | 7,76 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 100 659 | 20,02 | 3 201 | 28,51 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 9 939 | 316 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 473 | 0,00 | 79 | 6,85 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 1 062 106 | 4,81 | 33 775 | 12,26 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 6 475 | 206 | ||||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 103 398 | 17,98 | 3 288 | 26,41 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 178 807 | −19,91 | 5 686 | −14,21 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 21 401 | −6,38 | 681 | 0,29 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6 386 | 0 | ||||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 367 042 | −0,93 | 11 672 | 6,11 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 869 946 | 7,69 | 59 464 | 15,35 | ||||
2025-07-24 | 13F | SLT Holdings LLC | 66 411 | −5,46 | 2 112 | 1,25 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 33 347 | 1 060 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 14 372 | 30,20 | 457 | 39,76 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 11 848 | 0,00 | 377 | 7,12 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 149 714 | 1,00 | 4 761 | 8,18 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 19 411 | 0,00 | 617 | 7,12 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 33 454 | −12,81 | 1 064 | −6,34 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 49 985 | −1,61 | 1 590 | 5,37 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 72 732 | 1,19 | 2 313 | 8,34 | ||||
2025-08-08 | 13F | Creative Planning | 33 968 | 218,02 | 1 080 | 240,69 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 314 574 | −30,07 | 10 003 | −25,10 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 33 505 | −65,72 | 1 065 | −63,30 | ||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 23 859 | 91,93 | 759 | 105,42 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Signature Securities Group Corporation | 86 286 | −2,73 | 2 744 | 4,18 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 540 585 | −30,00 | 17 191 | −25,03 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 11 890 | 0,54 | 378 | 11,50 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 7 491 | 0,00 | 238 | 7,21 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 18 209 | 4,25 | 579 | 11,78 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 700 | 0 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 80 304 | 38,15 | 2 554 | 48,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 321 508 | 6,57 | 10 224 | 14,13 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 21 797 | −29,99 | 693 | −25,00 | ||||
2025-07-17 | 13F | Michels Family Financial, LLC | 16 205 | 17,17 | 515 | 25,61 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 38 585 | −18,28 | 1 227 | −12,42 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 129 731 | 113,09 | 4 125 | 128,28 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 484 927 | 173,47 | 15 421 | 192,93 | ||||
2025-05-05 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 511 962 | 8,04 | 16 280 | 15,72 | ||||
2025-08-08 | 13F | Cooper Capital Advisors LLC | 387 831 | 4,18 | 12 333 | 11,58 | ||||
2025-08-13 | 13F | Sonoma Private Wealth LLC | 32 353 | −4,58 | 1 029 | 2,19 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 233 866 | −21,16 | 7 | −12,50 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 375 159 | −31,56 | 11 930 | −26,69 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 420 907 | −34,12 | 13 385 | −29,44 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 352 334 | 14,76 | 11 402 | 22,43 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 983 331 | −0,88 | 31 269 | 6,16 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 225 487 | 3,50 | 7 170 | 10,85 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 80 623 | −4,38 | 2 564 | 2,40 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 26 613 | 64,64 | 846 | 76,62 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 10 097 | −5,64 | 0 | |||||
2025-04-03 | 13F | First Hawaiian Bank | 177 834 | 82,92 | 5 280 | 78,22 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 8 291 | 7,34 | 264 | 14,85 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29 312 | 1 | ||||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 14 380 | 108,19 | 457 | 122,93 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 121 689 | 61,44 | 3 870 | 72,95 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 1 013 599 | −2,67 | 32 466 | 5,00 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 68 328 | 56,86 | 2 173 | 61,01 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 53 678 | 4,30 | 1 707 | 11,72 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 33 537 | −16,35 | 1 066 | −10,42 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 35 065 | −11,88 | 1 115 | −5,59 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 851 230 | 3,45 | 27 069 | 10,80 | ||||
2025-08-13 | 13F | Keystone Financial Group | 121 335 | −26,06 | 3 858 | −20,81 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 8 296 | 246 | ||||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6 310 | 201 | ||||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 121 043 | −16,83 | 3 912 | −9,47 | ||||
2025-08-12 | 13F | Change Path, LLC | 699 232 | 7,54 | 22 236 | 15,19 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 21 078 | 64,04 | 681 | 78,74 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 630 495 | −14,39 | 84 | −8,79 | ||||
2025-07-23 | 13F | Solitude Financial Services | 281 596 | 6,41 | 8 955 | 13,98 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 56 100 | −0,40 | 1 784 | 6,64 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 765 271 | 68,47 | 24 336 | 80,45 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 115 479 | 1,83 | 3 429 | −0,78 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 38 511 | 1 225 | ||||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 20 295 | 657 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 363 415 | 6,65 | 11 557 | 14,22 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 431 284 | −1,51 | 13 715 | 5,48 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 17 442 | 8,33 | 555 | 15,90 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 439 | 0,00 | 237 | 7,27 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 113 432 | −2,91 | 3 607 | 4,01 | ||||
2025-07-08 | 13F | Prism Advisors, Inc. | 121 407 | 3 861 | ||||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 1 268 466 | 3,29 | 40 337 | 10,63 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 13 484 | 429 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 191 600 | 6,51 | 6 093 | 14,08 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 465 724 | −12,45 | 14 810 | −6,22 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 9 956 | 317 | ||||||
2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 63 262 | −8,43 | 2 012 | −1,95 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 29 110 | 3,56 | 1 | |||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 118 | 0,00 | 36 | 6,06 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 14 163 | 0,00 | 450 | 7,14 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13 920 | 0,00 | 443 | 7,02 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 63 585 | 2,15 | 2 022 | 9,42 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 40 910 | 21,90 | 1 301 | 30,52 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 775 179 | 35,10 | 24 589 | 45,61 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 33 847 | 0,00 | 1 076 | 7,17 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 8 059 | 0,00 | 256 | 7,11 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 389 311 | 9,70 | 12 380 | 17,50 | ||||
2025-08-12 | 13F | Concentrum Wealth Management | 24 935 | 55,90 | 793 | 67,09 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 40 698 | 38,23 | 1 294 | 48,05 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1 950 | 0,00 | 62 | 8,77 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 157 117 | 14,94 | 4 996 | 23,11 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 330 880 | −11,06 | 10 522 | −4,74 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 29 004 | −7,83 | 922 | −1,28 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 17 128 | 306,45 | 545 | 335,20 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 535 930 | −50,05 | 17 078 | −46,39 | ||||
2025-07-16 | 13F | EdgeRock Capital LLC | 20 510 | 0,00 | 652 | 7,24 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7 755 | 247 | ||||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 38 860 | −1,15 | 1 | 0,00 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 581 708 | 0,99 | 18 906 | 10,55 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 60 876 | −26,95 | 1 936 | −21,79 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 664 373 | 2,78 | 21 127 | 10,09 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 183 701 | 0,03 | 5 842 | 7,13 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 25 787 | 820 | ||||||
2025-07-07 | 13F | RDA Financial Network | 35 913 | −31,80 | 1 142 | −26,94 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 23 752 | 755 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 78 197 | −12,16 | 2 487 | −5,94 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 770 | 0,00 | 23 | −4,35 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 42 912 | 0,32 | 1 365 | 7,40 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 313 886 | −2,79 | 9 982 | 4,12 | ||||
2025-08-15 | 13F | Morgan Stanley | 41 035 | 47,23 | 1 305 | 57,68 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 193 807 | 9,97 | 6 163 | 17,79 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 107 249 | 6,80 | 3 411 | 14,39 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 575 | −66,37 | 18 | −64,00 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 9 369 | 0,00 | 298 | 6,83 | ||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 25 757 | −5,20 | 819 | 1,61 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 614 405 | 4,17 | 51 338 | 11,57 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3 699 495 | 7,41 | 117 644 | 15,04 | ||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 7 220 | 0,00 | 230 | 7,01 | ||||
2025-08-14 | 13F | Ssi Investment Management Llc | 288 390 | −19,78 | 9 171 | −14,08 | ||||
2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 15 516 | 0,00 | 493 | 7,17 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 6 584 | −28,15 | 209 | −23,16 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 44 238 | 16,42 | 1 407 | 24,65 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 17 538 | 10,07 | 558 | 19,27 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 264 554 | −45,37 | 8 413 | −41,49 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 48 829 | 26,69 | 1 553 | 35,66 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 10 570 | 336 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 7 331 | −16,71 | 233 | −10,38 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 65 996 | 0,20 | 2 099 | 7,31 | ||||
2025-08-05 | 13F | Huntington National Bank | 46 | 6,98 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2 460 370 | 3,19 | 78 240 | 10,53 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 2 987 146 | 78,15 | 94 991 | 90,81 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 50 280 | −1,72 | 1 644 | 9,17 | ||||
2025-08-12 | 13F | MAI Capital Management | 62 650 | 10,72 | 1 992 | 18,64 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 26 056 | −41,99 | 829 | −37,88 | ||||
2025-07-25 | 13F | Cwm, Llc | 5 071 339 | 2,38 | 161 | 9,52 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 74 494 | 243,84 | 2 369 | 268,27 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 176 369 | 65,88 | 5 609 | 77,69 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 27 357 | −7,00 | 870 | −0,46 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 193 290 | −6,89 | 6 147 | −0,28 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 56 996 | 7,35 | 1 812 | 14,97 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 21 765 | 28,55 | 692 | 37,85 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 4 816 | −37,28 | 153 | −32,60 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 33 439 | 1 063 | ||||||
2025-07-15 | 13F | Five Pine Wealth Management | 115 493 | −8,79 | 3 673 | −2,31 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 17 860 | 0,81 | 568 | 7,79 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 8 743 | 0,37 | 280 | 12,96 | ||||
2025-05-06 | 13F | WT Wealth Management | 76 449 | 9,65 | 2 270 | 6,83 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 8 850 | 0,00 | 281 | 7,25 |