Grundläggande statistik
Institutionella ägare | 316 total, 316 long only, 0 short only, 0 long/short - change of −1,55% MRQ |
Genomsnittlig portföljallokering | 0.4211 % - change of −3,92% MRQ |
Institutionella aktier (lång) | 45 655 423 (ex 13D/G) - change of 1,44MM shares 3,25% MRQ |
Institutionellt värde (lång) | $ 2 104 817 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF (US:KNG) har 316 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 45,655,423 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, UBS Group AG, Envestnet Asset Management Inc, Royal Bank Of Canada, Truist Financial Corp, Commonwealth Equity Services, Llc, and Cetera Investment Advisers .
First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF (BATS:KNG) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 19, 2025 is 49,50 / share. Previously, on September 20, 2024, the share price was 54,09 / share. This represents a decline of 8,49% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-31 | 13F | Topsail Wealth Management, LLC | 6 610 | 1,54 | 325 | −1,22 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 000 | 98 | ||||||
2025-08-14 | 13F | Comerica Bank | 40 971 | −0,30 | 2 012 | −3,13 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 814 972 | 4,18 | 89 114 | 1,26 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 8 536 | 2,01 | 419 | −0,71 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 38 860 | −5,60 | 1 908 | −8,23 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 970 | 0,00 | 48 | −4,08 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 100 097 | 90,29 | 4 915 | 85,15 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 45 077 | 9,21 | 2 213 | 6,14 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 13 377 | 23,17 | 1 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 5 781 | −69,57 | 284 | −70,49 | ||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 5 339 | 1,70 | 262 | −1,13 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 4 | −33,33 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 950 | 3,17 | 604 | 3,79 | ||||
2025-08-08 | 13F | WealthTrust Asset Management, LLC | 6 322 | −22,90 | 310 | −25,12 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 6 706 | 5,47 | 329 | 2,49 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 130 | 203 | ||||||
2025-07-18 | 13F | Consolidated Planning Corp | 6 993 | −0,38 | 343 | −3,11 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 111 196 | 39,32 | 5 460 | 35,39 | ||||
2025-04-10 | 13F | Chronos Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 2 721 | −38,95 | 134 | −40,89 | ||||
2025-07-09 | 13F | Triumph Capital Management | 52 648 | 68,99 | 2 585 | 64,34 | ||||
2025-06-03 | 13F | Invst, LLC | 60 236 | 23,99 | 3 043 | 24,76 | ||||
2025-07-14 | 13F | Capital CS Group, LLC | 5 620 | 276 | ||||||
2025-07-23 | 13F | Opulen Financial Group LLC | 7 078 | −4,61 | 348 | −7,22 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 9 018 | 1,86 | 443 | −1,12 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 10 308 | 1,65 | 506 | −1,17 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Alpha Omega Group, Inc. | 176 679 | 2,03 | 8 926 | 2,66 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 16 191 | −7,01 | 795 | −9,67 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 8 068 | −2,24 | 396 | −4,81 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 5 540 | −48,32 | 277 | −48,98 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 36 686 | 5,94 | 1 801 | 2,97 | ||||
2025-07-08 | 13F | Holcombe Financial, Inc. | 61 997 | 9,94 | 3 044 | 6,88 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 20 134 | −1,45 | 989 | −4,26 | ||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 129 315 | 34,05 | 6 349 | 30,29 | ||||
2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 27 664 | 1,67 | 1 358 | −1,16 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 25 757 | −14,35 | 1 265 | −16,79 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 11 190 | 549 | ||||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 9 299 | 457 | ||||||
2025-07-30 | 13F | Brookstone Capital Management | 329 374 | 14,61 | 16 172 | 11,39 | ||||
2025-07-16 | 13F | Novem Group | 8 960 | 40,15 | 440 | 36,34 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 0 | −100,00 | 0 | |||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 28 700 | 0,88 | 1 409 | −1,95 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 13 581 | 0,53 | 667 | −2,35 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 26 486 | −7,10 | 1 300 | −9,72 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 13 337 | 0,97 | 655 | −1,95 | ||||
2025-08-15 | 13F | Puff Wealth Management, Llc | 16 374 | 8,60 | 804 | 5,52 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 335 433 | 2,76 | 16 470 | −0,13 | ||||
2025-08-14 | 13F | 10Elms LLP | 2 825 | 0,00 | 139 | −2,82 | ||||
2025-07-25 | 13F | Cwm, Llc | 31 328 | 16,19 | 2 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 819 849 | 5,59 | 40 262 | 2,63 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 24 451 | 92,97 | 1 201 | 87,50 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54 048 | 7,45 | 2 654 | 4,41 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 58 913 | 9,52 | 2 893 | 6,44 | ||||
2025-08-12 | 13F | LPL Financial LLC | 5 704 698 | 13,55 | 280 101 | 10,36 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 14 400 | −10,00 | 707 | −12,50 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 19 668 | 966 | ||||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 11 370 | 2,75 | 558 | −0,18 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 55 330 | 24,21 | 2 717 | 20,71 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 11 000 | −21,27 | 540 | −23,40 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 678 | 0,00 | 328 | −2,97 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14 486 | −12,23 | 711 | −14,65 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 26 028 | −2,14 | 1 278 | −4,91 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 7 117 | 0,78 | 349 | −1,41 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 22 334 | −9,85 | 1 097 | −12,39 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 889 | 0,00 | 93 | −3,16 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 83 095 | −19,46 | 4 080 | −21,35 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 24 896 | 20,53 | 1 222 | 17,16 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 4 125 | 0,00 | 203 | −2,88 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 063 178 | 2,81 | 52 | 0,00 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 52 193 | −26,20 | 3 | −33,33 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 500 | 0,00 | 25 | −4,00 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17 141 | −6,21 | 841 | −8,79 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 32 803 | 13,44 | 1 611 | 10,27 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 168 739 | 6,78 | 8 285 | 3,78 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 37 055 | 18,99 | 1 819 | 15,64 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 847 287 | −3,59 | 90 702 | −6,30 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 27 039 | 2,22 | 1 328 | −0,67 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 301 660 | −63,58 | 14 812 | −64,61 | ||||
2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | TFB Advisors LLC | 6 117 | −3,17 | 300 | −5,96 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 14 865 | 69,96 | 741 | 76,43 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 28 830 | 306,17 | 1 452 | 328,02 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 436 | 0,00 | 21 | −4,55 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 747 | 0,00 | 184 | −3,17 | ||||
2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 305 786 | 5,07 | 15 | 7,14 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4 900 | 0,00 | 241 | −2,83 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 303 967 | −10,23 | 14 925 | −12,76 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 16 952 | 2,24 | 832 | −0,60 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 4 | 0,00 | 0 | |||||
2025-08-07 | 13F | Argent Advisors, Inc. | 126 410 | −0,55 | 6 207 | −3,35 | ||||
2025-07-29 | 13F | Schubert & Co | 20 477 | −30,70 | 1 005 | −32,64 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Gibbs Wealth Management | 9 480 | 465 | ||||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 13 374 | 7,20 | 657 | 4,13 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 12 564 | 32,46 | 617 | 28,60 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 11 251 | 18,15 | 552 | 14,76 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 450 927 | 29,53 | 22 141 | 25,89 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8 016 | −28,46 | 394 | −30,57 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 4 966 | 0,00 | 244 | −2,80 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 10 002 | 20,48 | 491 | 17,18 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 5 463 | 10,12 | 268 | 7,20 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 33 449 | 7,91 | 1 642 | 4,92 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 101 879 | 2,36 | 5 002 | −0,52 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 9 911 | 0,34 | 487 | −2,41 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6 753 | −28,77 | 332 | −30,90 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 20 298 | −10,12 | 997 | −12,63 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 11 307 | 0,00 | 555 | −2,80 | ||||
2025-05-13 | 13F | O'shaughnessy Asset Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 885 | −11,76 | 43 | −14,00 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10 805 | −35,38 | 531 | −37,20 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 11 124 | −46,43 | 1 | −100,00 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 83 008 | 4,57 | 4 076 | 1,62 | ||||
2025-08-14 | 13F | Fmr Llc | 1 004 | 27,25 | 49 | 25,64 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 53 183 | −2,20 | 2 611 | −4,95 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 12 023 | 73,72 | 590 | 68,57 | ||||
2025-08-14 | 13F | Tandem Financial, LLC | 77 238 | −42,42 | 3 792 | −44,04 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 647 | −73,49 | 32 | −74,80 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 136 836 | 6 719 | ||||||
2025-08-01 | 13F | Delta Investment Management, LLC | 11 915 | −6,89 | 585 | −9,44 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 17 837 | −4,70 | 876 | −7,41 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 1 500 | 0,00 | 74 | −2,67 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 829 178 | 40 713 | ||||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 520 881 | 3,47 | 25 575 | 0,57 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 5 724 | 281 | ||||||
2025-08-13 | 13F | Keystone Financial Group | 5 960 | 0,00 | 293 | −2,99 | ||||
2025-07-17 | 13F | BFI Infinity Ltd. | 7 258 | 22,95 | 356 | 19,46 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 47 172 | 46,19 | 2 316 | 42,09 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25 225 | −16,90 | 1 239 | −19,24 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 34 093 | 2,57 | 1 674 | −0,30 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 131 | 0,00 | 105 | −2,80 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 16 562 | 0,79 | 813 | −2,05 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 18 037 | 35,60 | 886 | 31,70 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 137 533 | 0,64 | 6 753 | −2,20 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 4 405 | 216 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 23 017 | 195,77 | 1 130 | 187,53 | ||||
2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 4 053 | 199 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 975 | 846,60 | 48 | 840,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 166 505 | −0,15 | 8 175 | −2,96 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 192 | 1,59 | 9 | 0,00 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9 691 | −0,51 | 476 | −3,46 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 7 535 | −66,67 | 375 | −65,28 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 7 094 | 16,33 | 348 | 12,99 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 65 927 | 96,48 | 3 237 | 90,97 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 10 319 | 22,83 | 507 | 19,34 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 28 590 | −8,42 | 1 404 | −11,03 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 271 | 51,67 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 5 986 | 1,46 | 294 | 3,17 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 80 | 4 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 13 140 | 3,16 | 645 | 0,31 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 32 911 | 0,22 | 1 616 | −2,65 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 216 757 | −0,32 | 10 643 | −3,12 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 561 | −21,66 | 126 | −24,24 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 24 225 | 0,00 | 1 189 | −2,78 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 065 | 52 | ||||||
2025-08-11 | 13F | Independent Advisor Alliance | 50 366 | −6,13 | 2 473 | −8,78 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 8 953 | 2,34 | 0 | |||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 12 308 | 0,00 | 622 | 0,00 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 13 290 | 4,06 | 653 | 1,09 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4 140 555 | −6,90 | 203 301 | −9,51 | ||||
2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 11 671 | −25,49 | 573 | −27,56 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 8 654 | 78,95 | 425 | 73,77 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 24 648 | −82,87 | 1 210 | −83,35 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 20 845 | 92,12 | 1 023 | 86,68 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 59 930 | −2,30 | 2 943 | −5,04 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 23 848 | −44,86 | 1 171 | −46,43 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Motiv8 Investments LLC | 31 407 | 52,24 | 1 542 | 47,98 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13 749 | 111,52 | 675 | 105,79 | ||||
2025-05-01 | 13F | Stillwater Wealth Management Group | 55 030 | 20,70 | 2 780 | 21,45 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 462 708 | −13,59 | 23 | −18,52 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 651 296 | 2,77 | 130 179 | −0,12 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 90 249 | −13,00 | 4 431 | −15,44 | ||||
2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 236 | 0,00 | 12 | 0,00 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 103 860 | 9,08 | 5 100 | 6,01 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 6 140 | 3,61 | 301 | 0,67 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 53 352 | 51,35 | 2 620 | 47,13 | ||||
2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 939 456 | 3,75 | 46 127 | 0,83 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 620 041 | 4,62 | 30 444 | 1,68 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 297 | 4,35 | 1 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 125 544 | −27,84 | 6 164 | −29,01 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 4 297 | −9,25 | 211 | −12,13 | ||||
2025-07-17 | 13F | G&S Capital LLC | 63 623 | 2,48 | 3 124 | −0,41 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 177 271 | 260,06 | 8 704 | 249,94 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 116 008 | 6 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29 501 | −58,15 | 1 448 | −59,34 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 6 482 | −15,62 | 318 | −18,04 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 10 000 | −60,00 | 491 | −61,12 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 9 600 | −46,47 | 471 | −47,96 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 4 472 | 220 | ||||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 10 449 | −5,49 | 513 | −8,06 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 21 801 | 4,77 | 1 101 | 5,46 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8 928 | 26,21 | 438 | 22,69 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 61 157 | 16,69 | 3 003 | 13,41 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 190 473 | 15,63 | 9 356 | 12,37 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 14 030 | 5,43 | 689 | 2,38 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 128 506 | −44,84 | 6 315 | −46,34 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 31 495 | −0,92 | 1 546 | −3,68 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 52 102 | 1,33 | 2 558 | −1,50 | ||||
2025-07-23 | 13F | Solitude Financial Services | 257 486 | 9,65 | 12 643 | 6,57 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 220 318 | 0,82 | 10 818 | −2,01 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 9 682 | −37,93 | 475 | −39,72 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 4 580 | −11,51 | 225 | −14,18 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 32 257 | 1 584 | ||||||
2025-04-16 | 13F | Bensler, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Barrett & Company, Inc. | 27 075 | 3,65 | 1 329 | 0,76 | ||||
2025-04-11 | 13F | Davis Capital Management | 132 | 0,00 | 7 | 0,00 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 35 329 | 0,05 | 2 | 0,00 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 477 | −26,75 | 269 | −28,91 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 97 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 10 471 | 67,11 | 514 | 62,66 | ||||
2025-08-05 | 13F | Tsfg, Llc | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 4 120 | −93,29 | 202 | −93,45 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 138 682 | −19,19 | 6 809 | −21,46 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 394 | −5,30 | 68 | −8,11 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 39 592 | 24,50 | 1 944 | 20,98 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 51 274 | 54,30 | 2 518 | 50,00 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 45 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 756 | −11,12 | 540 | −11,62 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1 319 368 | 1,37 | 64 781 | −1,48 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 16 101 | −46,63 | 791 | −48,16 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 18 745 | −2,07 | 920 | −4,86 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 327 531 | 271,19 | 16 082 | 260,80 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 57 700 | −7,97 | 2 870 | −9,41 | ||||
2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Marion Wealth Management | 10 353 | 7,13 | 508 | 4,10 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 25 338 | 112,50 | 1 244 | 106,64 | ||||
2025-08-15 | 13F | Morgan Stanley | 6 095 178 | 5,79 | 299 273 | 2,82 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 178 014 | 6,67 | 8 740 | 3,68 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 13 818 | −19,84 | 679 | −22,07 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 31 298 | 96,60 | 1 537 | 91,04 | ||||
2025-07-08 | 13F | Next Level Private LLC | 36 144 | 143,95 | 1 775 | 137,17 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 12 375 | 0,00 | 608 | −2,88 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 3 119 | −68,32 | 153 | −69,22 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 13 752 | 26,51 | 675 | 22,95 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 400 | 0,00 | 20 | −5,00 | ||||
2025-08-14 | 13F | UBS Group AG | 2 204 285 | 5,07 | 108 230 | 2,11 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 700 | −26,32 | 34 | −27,66 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 13 497 | 0,00 | 663 | −2,79 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 35 586 | −36,74 | 1 747 | −38,51 | ||||
2025-07-21 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 57 205 | 5,74 | 2 809 | 2,74 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 46 315 | 38,99 | 2 274 | 35,12 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 6 007 | −16,42 | 295 | −19,01 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 33 622 | −0,71 | 2 | 0,00 | ||||
2025-08-14 | 13F | Mariner, LLC | 78 452 | 3,16 | 3 852 | 0,23 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 354 | −65,46 | 17 | −66,67 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 932 | −50,24 | 46 | −52,13 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 409 633 | 7,50 | 20 | 5,26 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 175 014 | 46,50 | 8 593 | 42,39 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 60 445 | 6,41 | 3 021 | 5,30 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 1 851 | 21,14 | 91 | 16,88 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 8 949 | 439 | ||||||
2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7 096 | −2,07 | 348 | −4,92 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 17 241 | 1,62 | 847 | −1,28 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 43 703 | −3,47 | 2 146 | −6,21 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 12 899 | 633 | ||||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 90 383 | 4 438 | ||||||
2025-07-15 | 13F | Financial Partners Group, Inc | 11 143 | −29,71 | 547 | −31,62 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 49 293 | −2,58 | 2 420 | −5,32 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 22 568 | 52,40 | 1 108 | 48,13 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4 852 | 3,59 | 238 | 0,85 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 286 257 | 0,78 | 14 052 | 2,64 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 35 505 | 12,83 | 1 743 | 9,69 | ||||
2025-08-04 | 13F | Atria Investments Llc | 9 737 | −1,56 | 478 | −4,21 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 7 643 | −3,22 | 375 | −5,78 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 254 649 | 0,92 | 13 | 0,00 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8 262 | 47,17 | 406 | 43,11 | ||||
2025-07-29 | 13F | Private Trust Co Na | 15 060 | −54,39 | 739 | −55,70 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 194 140 | 9,80 | 9 532 | 6,72 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 6 362 | 0,00 | 312 | −2,80 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 5 701 | 280 | ||||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Maia Wealth LLC | 42 792 | 55,32 | 2 101 | 57,38 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Econ Financial Services Corp | 39 869 | −7,75 | 1 958 | −10,35 | ||||
2025-08-14 | 13F | Colony Group, LLC | 30 104 | 14,03 | 1 478 | 10,88 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 173 | −15,05 | 107 | −17,83 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 20 905 | 0,00 | 1 026 | −2,84 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 34 015 | 5,53 | 1 670 | 2,58 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 156 428 | 9,40 | 7 681 | 6,33 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 55 348 | −0,11 | 2 718 | −2,93 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 30 618 | −6,12 | 1 503 | −8,74 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 850 | 287 | ||||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | TKG Advisors, LLC | 84 495 | 5,59 | 4 149 | 2,62 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 298 223 | 3,53 | 14 643 | 0,62 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 033 | 53,32 | 100 | 50,00 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 24 318 | 1 194 | ||||||
2025-08-14 | 13F | Synovus Financial Corp | 332 402 | 10,27 | 16 322 | 7,18 | ||||
2025-05-14 | 13F | Huntington National Bank | 15 | 0,00 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 60 865 | −7,20 | 2 988 | −8,85 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Icapital Wealth Llc | 15 884 | 0,00 | 780 | −2,87 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 5 967 | −10,63 | 293 | −13,35 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 6 325 | 0,00 | 320 | −0,93 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 378 078 | −2,37 | 18 564 | −5,12 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 7 207 | −9,35 | 354 | −11,97 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 050 | 110,00 | 52 | 104,00 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 12 023 | 37,99 | 590 | 34,09 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 677 | 84 | ||||||
2025-08-13 | 13F | Colonial Trust Advisors | 1 250 | 61 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 5 412 | −13,41 | 266 | −15,87 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 76 | 4 | ||||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 10 167 | −17,34 | 499 | −19,12 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 77 773 | 3 819 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 5 694 | −14,47 | 280 | −16,96 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6 427 | 33,37 | 316 | 30,71 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 348 865 | 79,29 | 17 129 | 74,25 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 8 075 | 1,94 | 396 | −1,00 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 26 997 | 18,09 | 1 326 | 14,82 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 11 561 | −71,97 | 568 | −72,78 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 572 | −19,90 | 470 | −22,22 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 4 699 | 0,86 | 231 | −2,13 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 324 613 | 260,41 | 15 938 | 250,29 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 61 331 | 10,59 | 3 011 | 7,50 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 137 114 | 0,00 | 6 927 | 0,00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 113 978 | −2,87 | 5 596 | −5,60 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 189 571 | −5,36 | 9 475 | −6,37 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 57 578 | 15,66 | 2 827 | 12,41 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 41 906 | −16,26 | 2 058 | −18,63 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 83 558 | −3,04 | 4 103 | −5,77 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 4 480 | 0,00 | 220 | −3,10 | ||||
2025-08-12 | 13F | MAI Capital Management | 27 | 0,00 | 1 | 0,00 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 49 847 | 0,00 | 2 518 | 0,00 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 177 041 | −18,68 | 8 693 | −20,97 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 11 140 | 0,00 | 547 | −2,85 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 70 114 | −13,22 | 3 443 | −15,66 | ||||
2025-07-09 | 13F | Divergent Planning, LLC | 5 339 | 262 | ||||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 |