Grundläggande statistik
| Institutionella ägare | 311 total, 311 long only, 0 short only, 0 long/short - change of −1,27% MRQ |
| Genomsnittlig portföljallokering | 0.3456 % - change of −1,64% MRQ |
| Institutionella aktier (lång) | 40 353 215 (ex 13D/G) - change of −0,92MM shares −2,23% MRQ |
| Institutionellt värde (lång) | $ 2 108 103 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF (US:FV) har 311 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 40,353,215 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Commonwealth Equity Services, Llc, Raymond James Financial Inc, Bank Of America Corp /de/, UBS Group AG, Royal Bank Of Canada, GWM Advisors LLC, and Prospera Financial Services Inc .
First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF (NasdaqGM:FV) 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 8, 2025 is 61,42 / share. Previously, on September 9, 2024, the share price was 53,88 / share. This represents an increase of 14,00% 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
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 | Red Tortoise LLC | 401 | 24 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 72 642 | 4 305 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3 699 | 0,00 | 219 | 8,42 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35 385 | 11,78 | 2 097 | 12,15 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 182 392 | 13,68 | 10 809 | 22,80 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 15 109 | 22,17 | 895 | 32,20 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 116 602 | −2,24 | 6 910 | 5,59 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 11 074 | 7,97 | 656 | 16,73 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 112 235 | −0,02 | 6 651 | 8,01 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 30 798 | −1,53 | 1 825 | 6,41 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 394 | 25,89 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 417 821 | −1,06 | 261 800 | 6,88 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 20 308 | −10,95 | 1 203 | −3,84 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 9 200 | 0,00 | 545 | 8,13 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 4 324 | −10,73 | 256 | −3,40 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 853 870 | 0,28 | 169 | 8,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 805 352 | 2,77 | 47 729 | 11,01 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 51 598 | 4,57 | 3 058 | 12,93 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15 583 | −2,41 | 923 | 5,37 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 10 700 | 0,00 | 634 | 8,01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 217 | 0,00 | 13 | 9,09 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 775 | 0,00 | 46 | 7,14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12 989 | 36,96 | 770 | 47,88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 843 902 | −24,83 | 50 010 | −18,80 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 389 600 | 1,68 | 23 088 | 9,83 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7 423 | 0,00 | 440 | 7,86 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 42 923 | 0,25 | 2 544 | 8,30 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 262 | 16 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 129 940 | 1 587,09 | 7 700 | 1 724,64 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3 738 | 222 | ||||||
| 2025-07-16 | 13F | Novem Group | 5 996 | −5,60 | 355 | 2,01 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 507 | 0,00 | 30 | 11,11 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 36 | 0,00 | 2 | 100,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 28 735 | −1,36 | 1 703 | 6,51 | ||||
| 2025-04-18 | 13F | Prosperity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 8 597 | 0,01 | 509 | 8,07 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 345 142 | −4,27 | 20 453 | 3,41 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 019 | 0,15 | 120 | 8,18 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 15 130 | −15,92 | 897 | −9,22 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 1 275 | 0,00 | 76 | 8,70 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 38 719 | 6,61 | 2 295 | 15,16 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 579 | −9,07 | 568 | −1,73 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 58 884 | 5,64 | 3 489 | 5,98 | ||||
| 2025-08-14 | 13F | Comerica Bank | 71 846 | −4,14 | 4 258 | 3,55 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 247 | 12,03 | 607 | 21,16 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 53 642 | 0,37 | 3 179 | 8,43 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 100 | −33,33 | 6 | −37,50 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 949 | 0,10 | 293 | 8,12 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 389 | −47,00 | 23 | −42,50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 195 858 | 7,86 | 11 607 | 16,51 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 38 913 | −7,77 | 2 306 | −0,39 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 6 270 | −10,07 | 372 | −2,88 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 4 329 | −0,69 | 257 | 7,11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 363 800 | −18,37 | 21 559 | −11,82 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 159 501 | −6,16 | 9 452 | 1,37 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3 980 | 236 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32 534 | −14,17 | 2 | −50,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 692 | −54,06 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 477 | 0,00 | 28 | 7,69 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 54 270 | −58,81 | 3 216 | −55,51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 27 259 | 1 615 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 10 299 | −8,69 | 610 | −1,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 488 470 | −1,78 | 29 | 3,70 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 240 | 14 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13 022 | −6,36 | 772 | 1,18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 21 429 | −2,04 | 1 270 | 5,75 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 6 169 | 0,00 | 338 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 413 042 | 6,99 | 24 477 | 15,57 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20 888 | −0,98 | 1 268 | 9,51 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 250 | 0,00 | 15 | 7,69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 17 755 | 1,99 | 1 052 | 12,51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 74 778 | −17,08 | 4 431 | −10,43 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 49 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 23 647 | −1,54 | 1 401 | 6,38 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 8 840 | 0,00 | 524 | 8,06 | ||||
| 2025-07-17 | 13F | City Holding Co | 3 700 | 0,00 | 219 | 8,42 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 800 | −66,97 | 107 | −64,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 23 669 | −3,57 | 1 403 | 4,16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 255 951 | −0,63 | 15 168 | 7,34 | ||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 94 269 | −0,82 | 5 586 | 7,13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 140 173 | −15,06 | 8 344 | −8,20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14 321 | 0,02 | 849 | 8,03 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 5 700 | 0,00 | 338 | 8,01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 709 | −53,16 | 753 | −52,58 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5 931 | −0,72 | 351 | 7,34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 335 | 4,92 | 1 087 | 13,36 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 247 068 | 171,46 | 14 641 | 193,23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 198 | 0,00 | 12 | 10,00 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18 831 | 0,95 | 1 116 | 8,99 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 23 012 | −1,59 | 1 364 | 6,32 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 8 570 | 0,00 | 519 | 10,43 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45 104 | −69,44 | 2 673 | −67,00 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 5 674 | 2,34 | 336 | 10,53 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 160 780 | −2,52 | 9 528 | 5,29 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 166 463 | 0,56 | 9 865 | 8,62 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 28 987 | −6,61 | 1 718 | 0,88 | ||||
| 2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15 366 | 15,41 | 911 | 24,66 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2 846 | 97,36 | 169 | 112,66 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 19 210 | 2,34 | 1 151 | 18,42 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 14 105 | −2,57 | 836 | 5,16 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 13 627 | 0,11 | 808 | 8,18 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 50 371 | 5 826,00 | 1 | −100,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 14 590 | −2,15 | 865 | 5,75 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3 000 | 0,00 | 178 | 7,93 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11 790 | −1,25 | 699 | 6,73 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 8 239 | −0,48 | 488 | 7,49 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 23 265 | 45,64 | 1 397 | 59,36 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 378 068 | 1,52 | 81 664 | 9,66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 48 061 | 13,46 | 2 949 | 29,58 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 317 | 0,00 | 19 | 5,88 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 37 193 | −0,86 | 2 204 | 7,09 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 426 485 | −1,84 | 25 274 | 6,03 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 201 | 0,50 | 12 | 10,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 77 991 | −0,59 | 4 622 | 7,39 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 33 335 | −10,56 | 1 975 | −3,38 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 4 882 | 0,00 | 289 | 8,24 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13 971 | −0,52 | 828 | 7,40 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 841 | 3,63 | 465 | 11,81 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 111 965 | 3,15 | 6 635 | 11,44 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 674 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 541 755 | 2,26 | 32 104 | 10,47 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 62 152 | −0,03 | 3 683 | 8,01 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4 962 | 0,16 | 303 | 10,99 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 27 721 | −10,42 | 1 643 | −3,24 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 674 | 99 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 17 360 | 125,51 | 1 033 | 157,61 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 168 | 14,97 | 306 | 24,39 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 275 | 0,00 | 16 | 6,67 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 29 256 | 7,44 | 1 734 | 16,08 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 11 543 | −53,91 | 684 | −50,18 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 23 055 | 25,45 | 1 366 | 35,52 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13 574 | 123,48 | 804 | 141,44 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 002 | −8,77 | 415 | −1,66 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 395 | 43,93 | 141 | 54,95 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 14 433 | −13,57 | 855 | −6,66 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8 417 | −24,09 | 499 | −18,09 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5 311 | −0,08 | 315 | 7,90 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7 087 | 0,00 | 420 | 7,99 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 22 869 | 1,46 | 1 355 | 9,63 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 19 100 | −13,80 | 1 132 | −6,91 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 385 | 0,26 | 23 | 4,76 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 5 000 | −3,42 | 296 | 4,23 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 21 343 | −11,71 | 1 265 | −4,68 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 156 215 | −1,82 | 9 257 | 6,06 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7 213 | −3,49 | 427 | 4,15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 80 084 | 15,33 | 4 746 | 24,57 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 330 | 0,00 | 20 | 5,56 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 22 385 | −4,88 | 1 326 | 2,79 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 407 | 24 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 200 | 0,00 | 12 | 10,00 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Petix & Botte Co | 30 350 | 10,03 | 1 799 | 18,84 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12 548 | 48,13 | 1 | |||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 12 822 | 0,02 | 760 | 7,97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 24 821 | −0,76 | 1 471 | 7,14 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 60 956 | −0,12 | 3 612 | 7,89 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 223 | −60,74 | 13 | −58,06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19 731 | 1,56 | 1 169 | 9,77 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 8 267 | −1,09 | 490 | 6,77 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | −40,00 | 1 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 913 | 0,16 | 113 | 8,65 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 033 | −9,43 | 417 | −2,12 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 759 | 0,03 | 697 | 8,07 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 5 674 | 336 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 779 | 0,13 | 46 | 9,52 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 22 006 | −0,25 | 1 304 | 7,77 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 17 034 | 0,00 | 1 009 | 8,03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24 601 | −6,47 | 1 458 | 1,18 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4 933 | 102,59 | 292 | 119,55 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 400 | 0,00 | 24 | 9,52 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 378 | −19,99 | 141 | −20,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 350 | 82,19 | 74 | 72,09 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 850 | 110 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 34 357 | −6,87 | 2 036 | 0,59 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 40 973 | −5,66 | 2 428 | 1,93 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 568 | 0,13 | 93 | 8,24 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 452 | 0,00 | 27 | 8,33 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 19 763 | −1,84 | 1 171 | 6,07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 345 | 0,05 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1 176 | 0,00 | 70 | 7,81 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 226 904 | −0,56 | 13 446 | 7,41 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 3 750 | 0,00 | 222 | 8,29 | ||||
| 2025-04-30 | 13F | OMNI 360 Wealth, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15 673 | 2,79 | 929 | 11,00 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 49 424 | 7,92 | 2 929 | 16,56 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4 572 | 0,00 | 271 | 8,00 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 37 278 | −32,96 | 2 209 | −27,57 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1 523 | 0,13 | 90 | 8,43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6 376 | −15,66 | 378 | −8,94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 526 860 | 2,15 | 31 | 10,71 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 133 454 | 9,05 | 7 908 | 17,80 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 16 881 | −4,61 | 1 001 | 3,09 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 43 110 | −27,86 | 2 555 | −22,09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 381 317 | −10,45 | 81 857 | −3,27 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 51 578 | −1,74 | 3 056 | 6,15 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 747 | 0,00 | 104 | 8,42 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 743 | 0,00 | 44 | 10,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 933 177 | −4,25 | 233 080 | 3,43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 926 | 13,23 | 114 | 22,58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8 578 | 0,03 | 508 | 8,09 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 74 789 | 4 432 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 633 | 10,35 | 393 | 19,45 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 5 283 | 0,00 | 290 | 0,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 363 710 | −8,83 | 140 073 | −1,52 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27 837 | 63,31 | 1 650 | 76,36 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 035 | 3,65 | 239 | 12,21 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 67 462 | −1,23 | 3 998 | 6,67 | ||||
| 2025-08-08 | 13F | Creative Planning | 65 858 | −18,16 | 3 903 | −11,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40 737 | −42,18 | 2 414 | −37,54 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 115 | 0,00 | 125 | 7,76 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 26 298 | −1,05 | 1 558 | 6,93 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 69 769 | 4 135 | ||||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 107 | 6 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 17 175 | −2,03 | 1 018 | 5,83 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 607 | 0 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 22 080 | −1,34 | 1 308 | 6,60 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 126 483 | −4,99 | 7 495 | 2,11 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 72 000 | 4 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 812 251 | 2,75 | 48 139 | 10,99 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 22 763 | 10,00 | 1 349 | 18,77 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 500 | 0,00 | 30 | 7,41 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 281 155 | 1,93 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16 493 | −1,62 | 977 | 6,31 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 668 | −19,09 | 514 | −18,83 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8 322 | 0,00 | 493 | 8,11 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 167 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23 417 | −18,09 | 1 388 | −11,48 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5 030 | −8,50 | 299 | −2,29 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 1 293 | 0,00 | 77 | 8,57 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41 718 | 2,06 | 2 472 | 10,26 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 16 | 0,00 | 1 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 99 050 | 1,19 | 5 870 | 9,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 84 118 | 12,73 | 4 960 | 21,36 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 105 486 | −1,67 | 6 251 | 6,22 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 39 146 | 42,82 | 2 320 | 54,29 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 84 713 | −11,94 | 5 020 | −4,87 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 23 596 | −0,77 | 1 398 | 7,21 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 44 068 | 1,39 | 2 611 | 9,52 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 142 594 | −0,84 | 8 450 | 7,11 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 343 | 6,85 | 20 | 17,65 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 3 162 | 0,00 | 187 | 8,09 | ||||
| 2025-05-13 | 13F | Moment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 451 792 | −1,61 | 26 773 | 6,28 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5 524 | 327 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 083 | 183 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 40 490 | 0,60 | 2 399 | 8,65 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16 046 | 0,01 | 951 | 7,95 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 15 634 | −1,18 | 926 | 6,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 147 094 | −20,79 | 8 717 | −14,44 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 895 | 44,22 | 112 | 55,56 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 3 389 | −21,51 | 201 | −15,25 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 19 516 | −4,24 | 1 157 | 3,40 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 11 678 | −0,17 | 692 | 7,96 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 25 | 0,00 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 76 | 0,00 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25 175 | 10,29 | 1 495 | 19,12 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 285 | 0,00 | 313 | 8,30 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 123 462 | −5,66 | 7 316 | 1,91 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 460 591 | 1,10 | 27 295 | 9,21 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 376 | 11,42 | 82 | 20,90 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 64 511 | −15,65 | 3 823 | −8,89 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 378 | 0,00 | 23 | 10,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12 453 | 56,68 | 738 | 69,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 229 406 | 23,59 | 13 595 | 33,50 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 26 738 | 25,99 | 1 584 | 36,08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 192 856 | 17,21 | 70 688 | 26,61 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7 655 | 3,29 | 454 | 11,58 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 299 | 3,83 | 433 | 12,21 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 13 911 | −6,31 | 824 | 1,23 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5 528 | 328 | ||||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 165 564 | 1,35 | 9 811 | 9,47 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 800 | 0 | ||||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 85 920 | −4,87 | 4 714 | −11,64 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 490 | 0,00 | 88 | 7,32 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15 220 | −22,06 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 767 | −69,26 | 283 | −66,82 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 405 | 0,00 | 24 | 9,09 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 95 203 | 0,83 | 5 642 | 8,92 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 7 183 | −4,51 | 426 | 3,16 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 17 717 | 0,00 | 1 050 | 8,03 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4 626 | −1,09 | 274 | 7,03 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5 082 | 17,56 | 301 | 27,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 113 886 | −0,03 | 6 825 | 9,22 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 576 838 | 0,39 | 34 183 | 8,44 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5 866 | −8,37 | 348 | −1,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 | 0,00 | 0 | |||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 41 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 670 | 0,00 | 40 | 8,33 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 697 | 397 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 750 | 44 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 33 312 | −13,89 | 1 974 | −6,97 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8 434 | 0,00 | 500 | 8,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 116 133 | −10,82 | 7 | −14,29 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 22 474 | −0,00 | 1 332 | 8,12 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | 0,00 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 90 | 0,00 | 5 | 25,00 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 38 438 | −13,86 | 2 278 | −6,99 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 54 281 | 17,89 | 3 217 | 27,37 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 510 | −4,49 | 30 | 3,45 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 11 320 | 0,00 | 671 | 7,89 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 21 142 | 16,38 | 1 253 | 25,70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 225 916 | −0,22 | 368 948 | 7,78 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 124 836 | 0,82 | 7 398 | 8,91 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 4 199 | 0,00 | 249 | 7,83 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 4 826 | −50,00 | 287 | −45,75 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44 033 | 27,29 | 2 609 | 37,53 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 314 250 | 1,50 | 19 | 12,50 | ||||
| 2025-04-17 | 13F | Trust Point Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 648 | 0,00 | 216 | 8,00 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3 759 | 0,00 | 220 | 6,80 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3 921 | 0,03 | 232 | 7,91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 34 920 | 4,46 | 2 069 | 12,88 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 14 734 | 0,16 | 873 | 8,18 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 3 759 | 223 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 31 424 | 1,63 | 1 862 | 9,79 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 154 | −0,46 | 128 | 7,63 |
