BUFR - First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (BATS)

First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
US ˙ BATS ˙ US33740F7556

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.

BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF Institutional Ownership
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.

BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF Historical Put/Call Ratio
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 för att låsa upp premiumdata och exportera till Excel .

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
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