Grundläggande statistik
| Institutionella ägare | 337 total, 337 long only, 0 short only, 0 long/short - change of 9,77% MRQ |
| Genomsnittlig portföljallokering | 0.8251 % - change of −11,75% MRQ |
| Institutionella aktier (lång) | 45 686 054 (ex 13D/G) - change of 6,49MM shares 16,54% MRQ |
| Institutionellt värde (lång) | $ 2 744 474 USD ($1000) |
Institutionellt ägande och aktieägare
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF (US:HELO) har 337 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 45,686,054 aktier. Största aktieägare inkluderar Advisor Group Holdings, Inc., Envestnet Asset Management Inc, LPL Financial LLC, BKD Wealth Advisors, LLC, Royal Bank Of Canada, Wealth Enhancement Advisory Services, Llc, Bank Of America Corp /de/, Raymond James Financial Inc, Bank of New York Mellon Corp, and Cetera Investment Advisers .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF (ARCA:HELO) 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 64,50 / share. Previously, on September 10, 2024, the share price was 59,16 / share. This represents an increase of 9,03% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 18 980 | 3,06 | 1 188 | 8,01 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 12 805 | −0,19 | 801 | 4,71 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5 350 | 42,67 | 335 | 49,78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254 894 | 7,33 | 15 951 | 12,55 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 42 244 | −1,19 | 2 644 | 3,61 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 556 | −32,85 | 1 161 | −29,59 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 163 590 | 14,19 | 135 397 | 19,74 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 6 219 | 2,07 | 389 | 7,16 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 132 739 | 8 307 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 472 | 92 | ||||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 48 087 | −4,83 | 3 009 | −0,20 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 897 | 244 | ||||||
| 2025-07-10 | 13F | Security National Bank | 17 854 | −11,76 | 1 117 | −7,46 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 21 109 | −0,87 | 1 321 | 4,02 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15 164 | 0,00 | 949 | 4,87 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 35 474 | 2 220 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 209 635 | 8,24 | 13 119 | 13,50 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 28 629 | 18,76 | 1 792 | 24,55 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 12 619 | −27,07 | 790 | −23,55 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 12 460 | 81,69 | 780 | 90,46 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27 736 | 1 736 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 4 431 | −31,77 | 277 | −28,42 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 077 | 8 361,67 | 318 | 10 466,67 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 305 906 | −35,06 | 19 144 | −31,90 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 047 | −80,93 | 257 | −79,55 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Money Concepts Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9 142 | 5,66 | 572 | 10,85 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 70 515 | 1,05 | 4 413 | 5,96 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 11 058 | −84,66 | 692 | −83,91 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 057 | −75,90 | 66 | −74,71 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 97 960 | 20,25 | 6 130 | 26,11 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 44 273 | 1,28 | 2 771 | 6,21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 603 | 210,40 | 1 102 | 225,74 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 14 324 | 896 | ||||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3 300 | 207 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 38 066 | 12,66 | 2 382 | 18,15 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4 105 | 257 | ||||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 123 919 | −2,54 | 7 755 | 2,19 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 507 | 0,00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14 156 | 16,17 | 886 | 21,73 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 39 555 | 0,01 | 2 475 | 4,92 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 27 435 | 28,10 | 1 717 | 34,27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 84 838 | −8,27 | 5 063 | −11,75 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18 310 | 1 146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 113 119 | 17,29 | 7 079 | 22,99 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5 730 | 359 | ||||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 15 231 | 0,00 | 911 | 0,22 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 8 116 | 13,69 | 508 | 19,01 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 498 016 | 93 746 | ||||||
| 2025-05-05 | 13F | Genesis Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 139 224 | −16,00 | 8 713 | −11,91 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 300 354 | −16,73 | 18 796 | −12,69 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 983 | −2,07 | 249 | 2,89 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 89 163 | 5 321 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 269 187 | 5,66 | 16 846 | 10,79 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6 140 | 30,44 | 384 | 37,14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 893 | 24,37 | 56 | 30,95 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7 000 | 438 | ||||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 47 643 | −6,73 | 2 748 | −14,61 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 5 745 | 3,63 | 360 | 8,79 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 13 594 | −5,76 | 851 | −4,92 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16 905 | 35,07 | 1 058 | 41,69 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5 893 | 14,87 | 369 | 15,72 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 467 | −97,55 | 213 | −81,37 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 49 769 | 378,87 | 3 113 | 459,71 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 257 719 | −6,93 | 16 128 | −2,40 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 8 000 | 0,00 | 501 | 4,82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8 743 | 547 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 677 251 | 24,88 | 104 962 | 30,95 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 60 286 | 20,39 | 3 773 | 26,24 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 47 790 | 375,52 | 2 991 | 399,17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 182 588 | 54,84 | 11 426 | 62,37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 539 | 96 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10 705 | 670 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 35 500 | 2 222 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 425 936 | 5,14 | 26 655 | 10,25 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 29 160 | −28,57 | 1 825 | −25,12 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 203 442 | 12 731 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 101 052 | −8,28 | 6 324 | −3,83 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 5 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 129 683 | −35,35 | 8 116 | −32,21 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 26 017 | 297,39 | 1 628 | 317,44 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 820 | −89,44 | 239 | −88,93 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 63 118 | 8,62 | 3 950 | 13,90 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 171 625 | 0,68 | 10 740 | 5,57 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 143 055 | 6,28 | 8 952 | 11,44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 682 | 8,03 | 481 | 13,21 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8 836 | 60,04 | 553 | 67,78 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 14 795 | 926 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 23 599 | −10,69 | 1 477 | −6,40 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 56 962 | 0,69 | 3 565 | 5,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54 839 | 47,50 | 3 432 | 54,69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14 133 | −68,75 | 884 | −67,25 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 14 000 | 5,62 | 876 | 10,75 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 4 108 | 0,17 | 257 | 5,33 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 22 284 | 36,83 | 1 395 | 43,56 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 850 | 992 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11 851 | 4,41 | 750 | 10,78 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 190 694 | 4,38 | 11 934 | 9,45 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13 442 | 841 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 41 238 | 166,90 | 2 581 | 169,31 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 473 | 30 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4 177 | −56,97 | 261 | −54,92 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33 022 | 1,96 | 2 067 | 6,94 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 21 358 | −0,07 | 1 337 | 4,78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 456 905 | 6,74 | 29 | 12,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10 831 | 12,56 | 1 | |||||
| 2025-07-22 | 13F | JSF Financial, LLC | 10 134 | 21,88 | 634 | 27,82 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 5 457 | 341 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 358 332 | 46,27 | 22 424 | 53,38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 675 | 7,11 | 731 | 12,31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 008 402 | 1,06 | 188 270 | 5,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 263 510 | 13,00 | 16 491 | 18,49 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 18 356 | −26,46 | 1 095 | −30,25 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 194 | 138,80 | 75 | 155,17 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 267 931 | 16 767 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 63 306 | −2,19 | 3 962 | 2,56 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 215 388 | 84,48 | 13 638 | 95,75 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8 763 | 100,85 | 548 | 110,77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11 324 | 709 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7 527 | 6,89 | 471 | 12,14 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 481 | 19,81 | 468 | 25,81 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 78 491 | 120,14 | 4 912 | 130,89 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 909 | 7 854,17 | 119 | 11 800,00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2 111 | 132 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 35 646 | −4,25 | 2 | 0,00 | ||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 191 674 | −2,48 | 11 995 | 2,26 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 36 181 | 2 159 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 447 | 440,97 | 1 154 | 468,47 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14 373 | 0,16 | 899 | 5,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 73 096 | 46,68 | 4 574 | 53,80 | ||||
| 2025-08-27 | NP | LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares | 73 200 | 0,00 | 4 581 | 4,85 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23 097 | 105,49 | 1 445 | 115,67 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18 258 | 4,52 | 1 143 | 9,60 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 567 530 | −4,23 | 36 | 0,00 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 25 | 0,00 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 13 574 | −0,62 | 849 | 4,17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 842 | 680,51 | 115 | 721,43 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 112 858 | 9,00 | 7 063 | 14,29 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 175 | 0,00 | 11 | 0,00 | ||||
| 2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 34 275 | −16,02 | 2 145 | −11,95 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 71 269 | 3,73 | 4 460 | 8,78 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 12 549 | 785 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 223 759 | −8,91 | 14 003 | −4,49 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 19 200 | −58,47 | 1 202 | −56,47 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 7 242 | 0,00 | 453 | 4,86 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 148 616 | 0,96 | 9 300 | 5,87 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 257 354 | −31,31 | 16 105 | −27,97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 283 | 28 200,00 | 18 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 8 797 | 0,00 | 551 | 4,76 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 99 614 | −3,77 | 6 234 | 0,91 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 242 683 | 9,51 | 15 187 | 14,84 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 8 | 0,00 | 1 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 35 751 | 63,33 | 2 134 | 57,18 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 10 101 | −61,45 | 632 | −59,56 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 19 063 | −1,93 | 1 193 | 2,94 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 20 003 | 30,32 | 1 252 | 36,68 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169 089 | 10 582 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 208 109 | 41,51 | 13 023 | 48,39 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7 248 | 4,62 | 454 | 9,69 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 84 270 | 19,96 | 5 274 | 25,79 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 25 441 | 2 266,60 | 1 592 | 2 387,50 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 116 202 | 7 271 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 530 | 221 | ||||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 29 759 | −41,64 | 1 862 | −38,81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 312 | 192,55 | 583 | 207,94 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 4 668 | 292 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 226 122 | 4,43 | 14 151 | 9,49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11 160 | 698 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 873 399 | 54 657 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4 628 | 290 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 58 828 | −32,79 | 4 | −40,00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 12 646 | −54,48 | 791 | −52,26 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 76 051 | 14,58 | 4 539 | 10,23 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 6 411 | −16,33 | 406 | −11,18 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 976 253 | 6,60 | 61 094 | 11,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8 545 | 17,73 | 535 | 23,33 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 43 398 | −88,40 | 2 716 | −87,84 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 3 870 | 0,00 | 242 | 5,22 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 27 795 | 216,03 | 1 739 | 231,87 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 319 356 | 1,82 | 19 985 | 6,77 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 39 075 | 2 445 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 140 702 | −6,40 | 8 805 | −1,85 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 147 | −91,72 | 1 | −100,00 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3 669 | 0,14 | 219 | −3,96 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 42 531 | 3,23 | 2 662 | 8,26 | ||||
| 2025-08-14 | 13F | Fmr Llc | 49 | −25,76 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 113 065 | −33,70 | 7 076 | −30,48 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 50 736 | 15,64 | 3 175 | 21,28 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 31 355 | −8,62 | 1 962 | −4,15 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 189 205 | 4,59 | 11 840 | 9,67 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 786 491 | 0,49 | 49 219 | 5,37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 484 487 | −5,89 | 30 | 0,00 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 79 662 | 4 985 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8 206 | −29,68 | 514 | −26,29 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 14 240 | 6,13 | 891 | 11,38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 30 302 | −16,38 | 1 896 | −12,35 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 11 777 | 737 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 754 | 924,57 | 298 | 1 000,00 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 105 617 | −8,21 | 6 610 | −3,76 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 28 723 | −65,58 | 1 797 | −63,91 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 315 | −63,53 | 395 | −61,76 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 136 356 | 7,87 | 8 533 | 13,11 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 451 | 46,91 | 28 | 55,56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 59 992 | 3 754 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 15 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 204 | −29,34 | 326 | −25,97 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 5 006 | −21,02 | 313 | −17,20 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 175 | 11 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4 830 | 0,00 | 302 | 4,86 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 67 367 | 2,11 | 4 216 | 7,06 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6 804 | 31,76 | 426 | 37,99 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 870 | −31,35 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 66 231 | 1,40 | 4 145 | 6,31 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 637 | 0,00 | 228 | 6,57 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 2 070 | −38,58 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2 095 | 0,00 | 131 | 4,80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 47 108 | 16,83 | 2 948 | 22,53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 579 638 | −26,33 | 36 274 | −22,75 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39 910 | 6 068,47 | 2 498 | 6 471,05 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 151 593 | 141,93 | 9 487 | 153,70 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 36 638 | 6,59 | 2 293 | 11,75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 4 897 | 63,23 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 819 | 0 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 4 040 | −93,62 | 253 | 47,37 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 56 679 | 9,77 | 3 547 | 15,09 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 6 989 | 0,07 | 437 | 6,59 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 84 696 | 0,00 | 5 300 | 4,87 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 13 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 595 | 355,71 | 100 | 395,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 58 795 | −2,87 | 3 679 | 1,85 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1 071 012 | 1,48 | 67 024 | 6,41 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 103 617 | 12,49 | 6 484 | 17,96 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 259 826 | −32,71 | 16 260 | −29,44 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 95 587 | −2,82 | 5 982 | 1,89 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 400 | 0,00 | 25 | 8,70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 70 028 | −13,33 | 4 382 | −9,11 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 66 319 | 0,00 | 4 150 | 4,88 | ||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 11 402 | 0,00 | 714 | 4,85 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48 376 | 108,87 | 3 027 | 119,03 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 4 346 | −16,25 | 272 | −12,30 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 18 230 | 0,00 | 1 141 | 4,88 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 2 955 | 0,00 | 185 | 4,55 | ||||
| 2025-04-30 | 13F | Quotient Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 73 108 | 335,17 | 4 575 | 357,04 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 30 652 | 8,96 | 1 918 | 14,30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 579 | −5,96 | 99 | −2,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10 848 | 679 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15 513 | 34,70 | 971 | 41,19 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 961 | −22,43 | 686 | −18,74 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 440 | −68,31 | 0 | |||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 409 | 0,25 | 26 | 4,17 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 26 720 | 16,46 | 1 696 | 23,81 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7 760 | 492 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 31 663 | 26,96 | 1 981 | 33,13 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 190 788 | 70,79 | 11 940 | 79,10 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 22 808 | −24,17 | 1 427 | −20,50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 349 | 49,11 | 210 | 55,97 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33 200 | −51,21 | 2 078 | −50,49 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 117 767 | 7,94 | 7 445 | 14,15 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 57 198 | −5,60 | 3 579 | −1,02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 125 | −55,99 | 8 | −56,25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39 785 | 2 490 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 15 545 | 3,50 | 973 | 8,48 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 13 839 | 1,35 | 866 | 6,39 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 7 303 | −18,02 | 457 | −14,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 415 651 | −6,62 | 88 591 | −2,08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7 708 | 8,24 | 482 | 9,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 566 323 | 14,48 | 160 517 | 19,99 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 270 280 | 81,46 | 16 914 | 90,27 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 56 268 | −2,44 | 3 521 | 2,32 | ||||
| 2025-08-08 | 13F | Renasant Bank | 61 949 | −1,71 | 3 877 | 3,06 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 222 442 | −18,82 | 13 920 | −14,88 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3 140 | −21,34 | 196 | −17,65 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 10 048 | −4,14 | 629 | 0,48 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 435 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10 912 | −68,57 | 683 | −67,07 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 21 473 | −52,63 | 1 315 | −53,53 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2 298 | 144 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 83 999 | 9,81 | 5 257 | 15,14 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 135 947 | 8 508 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 105 657 | 6,42 | 6 612 | 11,59 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 489 | −9,21 | 469 | −4,88 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 | 0 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 150 | 9 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 143 068 | 25,12 | 9 | 33,33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 22 284 | 27,12 | 1 395 | 26,73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9 813 | −21,55 | 614 | −17,69 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 39 388 | 580,28 | 2 465 | 614,20 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 20 757 | 9,84 | 1 299 | 15,17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 813 641 | 293,67 | 113 498 | 312,81 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 156 661 | −1,28 | 9 804 | 3,52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 82 689 | 4,13 | 5 175 | 9,18 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4 764 | 26,97 | 298 | 33,63 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 68 279 | 8,66 | 4 273 | 13,95 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12 992 | −94,67 | 813 | −94,41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 229 193 | 50,48 | 76 923 | 57,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 932 | 46,77 | 434 | 54,09 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 59 640 | 5,59 | 3 732 | 10,74 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 189 967 | 4,10 | 11 888 | 9,16 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 30 538 | 21,12 | 1 911 | 27,06 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7 476 | −4,63 | 468 | 0,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 55 483 | 33,80 | 3 477 | 40,54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 114 697 | 166,56 | 7 178 | 179,59 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 20 230 | 3,40 | 1 266 | 8,40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23 451 | 260,95 | 1 468 | 279,07 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 19 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 5 691 | −81,68 | 356 | −80,82 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 32 396 | 2 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 890 | 243 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 30 371 | −26,28 | 1 901 | −22,70 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 165 017 | −11,78 | 10 327 | −7,50 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 76 084 | 73,77 | 4 760 | 82,13 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88 760 | 4,62 | 5 555 | 9,70 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 64 725 | 2,88 | 4 050 | 7,88 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 64 210 | −2,63 | 4 018 | 2,11 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 78 131 | −0,78 | 4 889 | 4,04 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 27 669 | −17,10 | 1 754 | −11,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 591 028 | 9,66 | 99 566 | 14,98 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 5 187 | −3,71 | 325 | 0,93 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6 436 | 403 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 18 041 | −77,98 | 1 127 | −76,95 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 5 839 | 365 | ||||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 271 134 | 0,00 | 16 968 | 4,86 | ||||
| 2025-07-31 | 13F | United Community Bank | 175 | 11 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11 998 | −59,29 | 751 | −57,41 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 9 611 | 24,96 | 601 | 31,22 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 225 144 | 13 184 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 777 086 | 26,57 | 111 868 | 33,50 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 497 | 40,79 | 31 | 47,62 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 684 | 13,02 | 481 | 18,52 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 589 884 | 1,95 | 36 915 | 11,69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 118 | 3,47 | 383 | 8,52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 392 954 | 22,17 | 149 751 | 28,10 | ||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 239 643 | −3,87 | 15 090 | 4,95 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 48 220 | −8,97 | 3 018 | −4,56 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 102 675 | 251,34 | 6 425 | 268,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 694 694 | 3,44 | 43 474 | 8,46 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 4 518 | 283 | ||||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 593 021 | −6,61 | 37 111 | −2,07 |
