Grundläggande statistik
| Institutionella ägare | 417 total, 417 long only, 0 short only, 0 long/short - change of 1,21% MRQ |
| Genomsnittlig portföljallokering | 0.6358 % - change of −7,31% MRQ |
| Institutionella aktier (lång) | 80 627 899 (ex 13D/G) - change of 3,05MM shares 3,94% MRQ |
| Institutionellt värde (lång) | $ 3 852 543 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (US:LMBS) har 417 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 80,627,899 aktier. Största aktieägare inkluderar Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, UBS Group AG, Raymond James Financial Inc, Royal Bank Of Canada, Cetera Investment Advisers, Bank Of America Corp /de/, First Trust Advisors Lp, and Berger Financial Group, Inc .
First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF (NasdaqGM:LMBS) 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 12, 2025 is 49,91 / share. Previously, on September 16, 2024, the share price was 49,47 / share. This represents an increase of 0,89% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 57 | 0,00 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 210 826 | −5,58 | 10 385 | −5,38 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 335 | 0,00 | 17 | 0,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 69 401 | 264,71 | 3 419 | 265,56 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6 413 | −0,16 | 316 | 0,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 725 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 545 708 | −2,47 | 125 402 | −2,28 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 137 391 | −2,02 | 6 770 | −1,80 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 10 551 | 520 | ||||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 103 255 | −42,29 | 5 086 | −42,17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 13 622 | −13,09 | 671 | −12,86 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 20 408 | 54,88 | 1 005 | 55,33 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 448 261 | −3,10 | 22 081 | −2,91 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 10 032 | 3,19 | 494 | 3,56 | ||||
| 2025-04-21 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 8 000 | 0,00 | 394 | 0,25 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 13 325 | 9,63 | 656 | 9,88 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 48 354 | 6,59 | 2 382 | 6,77 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 441 694 | 0,87 | 21 758 | 1,07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 60 981 | 0,47 | 3 004 | 0,67 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8 762 | 432 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 236 607 | −6,39 | 11 702 | −4,90 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4 107 | 202 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 265 854 | −0,48 | 13 096 | −0,28 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 77 089 | −3,11 | 3 797 | −2,91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 333 039 | 8,14 | 16 406 | 8,36 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 4 162 | 0,00 | 205 | 0,49 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 107 | 0,08 | 301 | 0,33 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 46 102 | 0,01 | 2 271 | 0,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 542 980 | 13,98 | 519 347 | 14,21 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 269 441 | 2,50 | 13 273 | 2,70 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 4 254 | 0,00 | 210 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11 814 | 582 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 151 651 | −22,79 | 7 470 | −22,39 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 247 518 | −1,95 | 12 193 | −1,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 945 768 | −5,07 | 47 | −4,17 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 13 078 | 4,32 | 644 | 4,55 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 26 838 | −13,34 | 1 322 | −13,14 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 38 220 | −7,42 | 2 | −50,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 13 455 | −28,01 | 663 | −27,17 | ||||
| 2025-04-09 | 13F | Gradient Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4 602 | 0,88 | 227 | 0,89 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 604 | 375 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 93 797 | −40,17 | 4 613 | −39,85 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 19 500 | 101,03 | 961 | 101,68 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 23 018 | −5,29 | 1 134 | −5,11 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 407 129 | 0,62 | 20 055 | 0,83 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 101 800 | 68,63 | 5 015 | 68,99 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 28 539 | −0,20 | 1 406 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 970 436 | 4,52 | 47 804 | 4,73 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 549 755 | −13,18 | 27 081 | −13,00 | ||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 305 634 | 139,44 | 15 056 | 139,92 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 14 937 | −4,09 | 736 | −3,92 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 77 343 | −28,31 | 3 810 | −28,17 | ||||
| 2025-07-17 | 13F | City Holding Co | 53 715 | 2,16 | 2 645 | 2,36 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 284 | −5,02 | 14 | −7,14 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 503 106 | −5,47 | 24 783 | −5,27 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 618 | 0,11 | 227 | 0,44 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 249 146 | 3,79 | 12 273 | 4,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5 563 | −3,55 | 274 | −3,18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6 674 | 11,36 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 19 193 | 4,49 | 945 | 4,65 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 37 781 | −0,49 | 1 861 | −0,27 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 25 770 | 33,04 | 1 269 | 33,30 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 15 148 | −1,63 | 746 | −1,45 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 761 | 284 | ||||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 15 640 | −2,45 | 770 | −2,28 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 170 698 | −9,42 | 8 409 | −8,32 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 100 919 | 8,16 | 4 971 | 8,40 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 34 211 | 0,00 | 1 685 | 0,24 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 48 119 | 1,21 | 2 370 | 1,41 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Brueske Advisory Services, LLC | 13 426 | 0,00 | 661 | 0,15 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 60 687 | −0,89 | 2 989 | −0,70 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 17 979 | −0,06 | 886 | 0,11 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 40 984 | −3,07 | 2 019 | −2,89 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7 760 | 0,00 | 382 | 0,26 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 128 132 | 6,07 | 6 312 | 6,28 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 309 900 | 7,08 | 15 266 | 7,30 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 864 | 1,08 | 92 | 1,11 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 991 200 | 2,15 | 48 827 | 2,35 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 37 568 | −5,02 | 1 851 | −4,84 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7 301 | −3,14 | 360 | −2,97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11 096 | 0,21 | 547 | 0,92 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 277 213 | −6,10 | 13 655 | −5,91 | ||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 643 | 0,11 | 229 | 0,44 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 150 | 15,06 | 845 | 15,30 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 778 | 0,28 | 88 | 1,16 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 17 475 | −2,24 | 861 | −2,05 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 35 550 | 10,22 | 1 751 | 10,47 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 250 | 0 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 17 654 | −16,53 | 870 | −16,36 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 148 462 | −12,35 | 7 313 | −12,18 | ||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 37 789 | 30,68 | 1 861 | 30,96 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 310 700 | −0,52 | 15 305 | −0,32 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152 694 | 75,43 | 7 508 | 75,48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 180 190 | 1,88 | 255 176 | 2,09 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 14 530 | −1,49 | 716 | −1,38 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 21 895 | −25,93 | 1 079 | −25,81 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 330 | −30,35 | 164 | −30,21 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 17 580 | 2,03 | 866 | 2,13 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 36 861 | −26,24 | 1 816 | −26,10 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 736 493 | 3,41 | 36 014 | 3,35 | ||||
| 2025-08-11 | 13F | Chiron Capital Management, Llc | 7 543 | 0,00 | 372 | 0,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 186 | 797 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 020 | 247 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 29 114 | 1,08 | 1 431 | 1,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 841 616 | 7,52 | 90 718 | 7,74 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 151 083 | −20,29 | 7 442 | −20,12 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5 285 | 0,00 | 260 | 0,39 | ||||
| 2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14 544 | −1,48 | 716 | −1,24 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 207 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 361 143 | 92,47 | 17 788 | 89,71 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 52 081 | −0,60 | 2 566 | −0,39 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 4 554 | −8,55 | 224 | −8,20 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 755 493 | 1,27 | 37 216 | 1,48 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 93 437 | 4 603 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 90 215 | −26,84 | 4 444 | −26,71 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 18 040 | 1,17 | 889 | 1,37 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 6 540 | 0,00 | 322 | 0,31 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Davidson Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 29 946 | −2,94 | 1 475 | −2,70 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 27 680 | −0,44 | 1 364 | −0,22 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4 669 | −5,39 | 230 | −4,96 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 357 186 | 1,35 | 17 595 | 1,56 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 18 932 | 2,99 | 933 | 3,21 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 73 950 | −21,91 | 3 643 | −21,76 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 52 797 | 7,08 | 2 601 | 7,30 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 85 195 | 9,88 | 4 197 | 10,10 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 363 206 | 104,02 | 17 892 | 104,45 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 54 223 | 12,27 | 2 671 | 12,51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13 443 257 | 4,30 | 662 215 | 4,51 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 146 582 | 1,88 | 7 221 | 2,09 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moneywise, Inc. | 5 058 | 0,44 | 249 | 0,81 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 121 814 | −28,80 | 6 001 | −28,66 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 261 446 | −2,30 | 12 879 | −2,11 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 562 | −10,08 | 28 | −10,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 097 | 32,97 | 54 | 35,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6 049 | 0,72 | 298 | 0,68 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 18 407 | 4,77 | 907 | 4,98 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 5 221 | 0,00 | 257 | 0,39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29 419 | −6,27 | 1 449 | −6,03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38 572 | 3,29 | 1 900 | 3,54 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 56 | 0,00 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 728 | −75,22 | 331 | −75,19 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 5 195 | 0,08 | 256 | 0,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 344 472 | −7,29 | 16 969 | −7,10 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 260 | 0,00 | 13 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 54 529 | 52,66 | 2 686 | 53,05 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 094 | 7,34 | 1 335 | 7,58 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 395 350 | 1,30 | 19 475 | 1,50 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 173 | −29,86 | 107 | −29,61 | ||||
| 2025-07-16 | 13F | American National Bank | 279 | 0,00 | 14 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 10 977 | −12,11 | 541 | −12,05 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 25 832 | −4,55 | 1 272 | −4,36 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 115 343 | 1,94 | 5 682 | 2,14 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7 409 | −7,88 | 365 | −7,85 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 52 832 | 4,58 | 2 603 | 4,79 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 255 | 0,00 | 13 | 0,00 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10 315 | 3,65 | 508 | 3,89 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17 445 | 859 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 10 416 | −1,58 | 513 | −1,35 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 141 467 | 4,96 | 6 946 | 5,74 | ||||
| 2025-08-08 | 13F | Creative Planning | 13 423 | −23,99 | 661 | −23,85 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 111 893 | 13,53 | 5 512 | 13,77 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21 300 | −12,84 | 1 049 | −12,66 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 409 | −0,93 | 316 | −0,94 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 132 430 | −0,54 | 6 524 | −0,34 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 421 | 0,00 | 21 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9 931 | 489 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 4 351 | 214 | ||||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4 487 | 221 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 250 800 | −22,64 | 12 354 | −22,48 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 31 722 | −3,36 | 1 563 | −3,16 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 323 | 15,90 | 213 | 15,85 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 43 810 | −6,68 | 2 158 | −6,46 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 82 836 | 130,97 | 4 077 | 131,20 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 42 033 | 55,78 | 2 067 | 55,81 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 153 274 | −2,08 | 7 550 | −1,87 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 103 | 0,00 | 5 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 4 602 | −13,15 | 227 | −13,08 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 697 393 | −1,25 | 34 354 | −1,05 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 596 | 133,67 | 78 | 136,36 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 435 | 218 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 645 | 1,02 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 325 317 | 4,55 | 16 025 | 4,76 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 32 976 | −13,39 | 1 622 | −13,31 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 327 | 16 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 792 | 32,27 | 285 | 32,56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 206 962 | 1,43 | 10 | 0,00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 5 237 | 0,00 | 258 | 0,00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 9 902 | 0,00 | 488 | 0,21 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 176 778 | 1,80 | 8 708 | 2,01 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 8 | −99,39 | 0 | −100,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 223 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 190 158 | −1,57 | 9 367 | −1,37 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 16 122 | 794 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 133 821 | 3,78 | 6 592 | 4,01 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 38 446 | 27,63 | 1 894 | 27,91 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 249 853 | 0,23 | 12 308 | 0,43 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 203 702 | −0,16 | 10 034 | 0,05 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 345 385 | −0,01 | 17 | 6,25 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 46 945 | −2,61 | 2 308 | −1,66 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 16 475 | 0,61 | 812 | 0,87 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 586 | −15,47 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 54 953 | 2 707 | ||||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 8 824 | −1,59 | 434 | −1,36 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 6 677 | 0,13 | 329 | 0,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15 320 | 29,21 | 755 | 30,68 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5 414 | −96,23 | 267 | −96,23 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 45 330 | −19,21 | 2 233 | −19,07 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 9 044 | −4,89 | 446 | −4,71 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 27 759 | 2,66 | 1 367 | 2,86 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 115 777 | 3,58 | 5 703 | 3,80 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 42 202 | 2,18 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4 925 | 0,00 | 243 | 0,00 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 25 642 | 1 237 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 130 703 | −3,41 | 6 438 | −3,22 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 8 762 | −2,50 | 432 | −2,27 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 956 | 15,73 | 589 | 15,98 | ||||
| 2025-05-06 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 308 | −3,71 | 409 | −3,54 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 8 513 | 0,00 | 419 | 0,24 | ||||
| 2025-04-16 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 72 344 | 0,81 | 3 564 | 1,02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 32 869 | 266,07 | 1 619 | 267,12 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 126 722 | 2,10 | 6 242 | 2,31 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 67 607 | 2,11 | 3 330 | 2,34 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 40 681 | −28,09 | 2 004 | −27,24 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 42 269 | 598,20 | 2 082 | 601,01 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 797 | 0,13 | 433 | 0,46 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 484 | −10,04 | 24 | −11,54 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 175 600 | 8 650 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 66 661 | 11,36 | 3 284 | 11,59 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 850 960 | 25,95 | 41 928 | 26,19 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 42 341 | −6,50 | 2 086 | −6,33 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 011 | −26,64 | 296 | −26,37 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 400 | 0,00 | 20 | 0,00 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 9 757 | −15,94 | 481 | −15,79 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 5 812 | −38,66 | 286 | −38,63 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 395 | −27,89 | 364 | −27,78 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 833 495 | 4,69 | 41 058 | 4,90 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 39 084 | −22,23 | 1 925 | −22,06 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 21 729 | −0,81 | 1 070 | −0,56 | ||||
| 2025-07-16 | 13F | Novem Group | 4 208 | −1,31 | 207 | −0,96 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 993 | 29,30 | 689 | 29,51 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4 227 | 208 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 115 143 | −17,06 | 5 672 | −16,90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 234 894 | −0,30 | 11 571 | −0,09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 93 815 | −33,91 | 4 621 | −33,78 | ||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 878 118 | 5,00 | 42 940 | 4,48 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Moment Partners, LLC | 4 652 | −8,71 | 229 | −8,40 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 306 127 | −0,90 | 15 080 | −0,70 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19 745 | 10,92 | 973 | 11,09 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 5 936 | 0,00 | 292 | 0,34 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32 303 | −17,79 | 1 588 | −17,76 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 28 364 | −1,01 | 1 397 | −0,78 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 530 | −11,15 | 174 | −11,28 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 8 | 0,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6 386 | −10,45 | 315 | −10,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 221 383 | −2,65 | 11 | −9,09 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 220 | 0,00 | 159 | 0,00 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 71 134 | −1,09 | 3 504 | −0,88 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15 137 | −7,01 | 746 | −6,87 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 23 710 | −92,36 | 1 168 | −92,35 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14 366 | 146,80 | 708 | 147,20 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 59 543 | 8,90 | 2 933 | 9,11 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 18 271 | −4,82 | 900 | −4,56 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 53 330 | 7,20 | 2 627 | 7,44 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 123 211 | −36,68 | 6 069 | −36,56 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Platform Technology Partners | 7 827 | 0,00 | 386 | 0,26 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 8 220 | −2,49 | 407 | −1,93 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4 735 | 2,18 | 233 | 2,64 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 15 976 | −0,21 | 786 | 1,29 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 211 028 | −2,50 | 10 395 | −2,29 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 38 148 | −14,96 | 1 879 | −14,78 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 40 555 | 18,33 | 1 998 | 18,59 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 65 000 | −23,85 | 3 202 | −23,71 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 12 376 | 0,55 | 609 | 0,50 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 126 516 | −7,11 | 6 232 | −6,92 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Condor Capital Management | 50 668 | −0,14 | 2 496 | 0,04 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 64 272 | 1,64 | 3 166 | 1,87 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6 683 | −1,56 | 329 | −1,20 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 400 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19 823 | 3,02 | 976 | 3,28 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 194 782 | −4,11 | 9 595 | −3,93 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8 976 | 1,14 | 442 | 1,38 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 8 289 | −3,29 | 408 | −3,09 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Impact Partnership Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 127 359 | −24,60 | 6 274 | −24,46 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 26 585 | −66,92 | 1 310 | −66,70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 6 769 | −0,56 | 333 | −0,30 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 105 213 | 7,26 | 5 183 | 7,47 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 104 881 | 1,47 | 5 166 | 1,67 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 113 939 | −13,46 | 5 613 | −13,29 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 127 903 | 7,52 | 6 283 | 7,44 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 46 010 | −4,45 | 2 266 | −4,27 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 262 | 0,00 | 13 | 0,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4 995 | −2,02 | 246 | −1,60 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 16 635 | 1,46 | 819 | 1,61 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 900 | 0,00 | 94 | 0,00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 156 777 | 2,41 | 7 723 | 2,60 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 25 235 | 1 112,06 | 1 234 | 1 145,45 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 2 565 | 126 | ||||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 4 195 | −37,48 | 207 | −37,39 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 116 | 0,87 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 35 | 0,00 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 117 644 | 5 795 | ||||||
| 2025-07-23 | 13F | Friedenthal Financial | 70 053 | −54,54 | 3 451 | −54,46 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24 346 | 115,66 | 1 199 | 116,43 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 266 | −6,02 | 555 | −5,94 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 7 116 | 351 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 341 217 | −0,72 | 16 808 | −0,51 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 993 | −12,36 | 49 | −12,73 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 422 450 | 2,47 | 20 810 | 2,68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 595 511 | 5,43 | 177 115 | 5,65 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 6 751 | 0,00 | 333 | 0,30 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 77 | 0,00 | 4 | 0,00 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5 749 | −0,38 | 283 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 604 | 113,43 | 29 | 123,08 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 445 675 | −4,83 | 22 | −8,70 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 188 581 | −4,86 | 9 289 | −4,66 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1 718 | −2,55 | 85 | −2,33 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 26 127 | 79,88 | 1 287 | 80,11 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 453 087 | 4,02 | 22 319 | 4,24 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5 150 | 1,02 | 254 | 1,20 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131 300 | −13,81 | 6 468 | −13,65 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 88 080 | −0,69 | 4 339 | −0,48 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 746 | 0,00 | 135 | 0,75 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 24 671 | 0,00 | 1 215 | 0,25 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35 852 | 2 | ||||||
| 2025-07-23 | 13F | Laraway Financial Inc | 9 093 | −5,76 | 448 | −5,70 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 80 532 | −1,44 | 4 | −25,00 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 16 810 | −0,01 | 828 | 0,24 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 766 | −36,75 | 38 | −37,29 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4 228 | 2,45 | 208 | 2,97 | ||||
| 2025-05-14 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 199 464 | −5,63 | 9 826 | −5,44 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 11 500 | 0,00 | 566 | 0,18 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17 061 | 840 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9 343 | 459 | ||||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 305 | 15 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 41 085 | 4,35 | 2 024 | 4,55 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 51 739 | −54,36 | 2 548 | −54,28 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 443 337 | −13,65 | 21 849 | −13,47 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 9 052 | −4,26 | 446 | −4,09 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 477 | −21,56 | 910 | −21,42 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 81 655 | 2,36 | 4 022 | 2,58 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 81 086 | 40,74 | 3 994 | 41,03 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 106 401 | 18,53 | 5 241 | 18,76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 16 010 | 0,40 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8 530 | 6,07 | 420 | 6,33 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23 782 | 7,56 | 1 172 | 7,83 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12 126 | 8,22 | 597 | 8,55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 224 226 | 32,41 | 11 045 | 32,67 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 25 697 | −26,16 | 1 266 | −26,02 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 8 659 | 8,78 | 427 | 8,95 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 745 | −9,22 | 332 | −9,04 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 46 536 | −2,44 | 2 302 | −1,83 | ||||
| 2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 321 449 | 5,93 | 15 835 | 6,15 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 307 531 | 10,21 | 15 149 | 10,43 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4 527 | 2,12 | 223 | 2,76 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 069 | 0,00 | 250 | 0,00 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 263 224 | −7,57 | 12 966 | −7,39 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 369 039 | −25,76 | 18 142 | −25,09 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 633 | 497,17 | 31 | 520,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 963 965 | 20,21 | 244 525 | 20,45 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 13 299 | −4,95 | 655 | −4,66 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 100 | 5 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 261 445 | −44,96 | 12 879 | −44,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 196 329 | 9 671 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 102 | −74,34 | 251 | −74,31 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 4 226 | 0,00 | 208 | 0,48 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6 700 | 34,00 | 330 | 34,69 | |||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 172 059 | 0,48 | 8 476 | 0,69 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 42 589 | −32,12 | 2 098 | −32,00 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 134 552 | 0,77 | 6 628 | 0,98 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 58 923 | −13,43 | 2 903 | −13,27 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 299 341 | 0,08 | 14 746 | 0,29 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 14 544 | −7,94 | 716 | −7,73 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 60 565 | 43,95 | 2 978 | 44,23 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 5 302 | 261 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4 904 | −1,25 | 242 | −1,23 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 925 | 46 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 186 | 1,60 | 1 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 19 455 | −9,88 | 958 | −9,71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 252 052 | 11,44 | 12 416 | 11,66 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 178 915 | −1,63 | 8 813 | −1,42 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 4 485 | 0,00 | 222 | 0,45 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 364 | 67 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1 103 235 | 11,45 | 54 345 | 11,68 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 506 206 | 1,83 | 24 936 | 2,04 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 78 056 | −9,51 | 3 845 | −9,32 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 638 | 31 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 469 605 | 3,17 | 23 133 | 3,38 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10 603 | −7,84 | 522 | −7,61 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 27 827 | 6,27 | 1 371 | 6,45 | ||||
| 2025-05-14 | 13F | Rede Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 46 587 | 81,26 | 2 295 | 81,63 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 10 861 | −1,78 | 535 | −1,47 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 49 077 | 15,95 | 2 418 | 16,99 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 103 587 | 0,08 | 5 103 | 0,29 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 825 | 0,00 | 41 | 0,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 5 252 | 23,78 | 259 | 24,04 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 10 090 | −62,41 | 497 | −62,32 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 8 569 | 54,76 | 422 | 54,78 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 24 758 | 1 220 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 739 | 18,18 | 578 | 18,44 | ||||
| 2025-07-28 | 13F | Essex LLC | 5 081 | −2,16 | 250 | −1,96 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 657 | 23,41 | 279 | 23,56 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 6 561 | −69,95 | 323 | −69,90 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11 358 | 235,44 | 559 | 236,75 | ||||
| 2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Holistic Financial Partners | 4 528 | −57,32 | 223 | −57,20 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 61 | 3 | ||||||
| 2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 007 | −18,80 | 197 | −18,60 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0,00 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 657 | 279 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 887 | −51,98 | 338 | −51,78 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 630 521 | 18,01 | 80 319 | 18,24 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18 058 | 890 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 19 299 | −14,49 | 951 | −14,34 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 305 | −39,60 | 15 | −37,50 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 298 480 | −1,32 | 14 640 | −0,93 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8 788 | −87,93 | 433 | −87,93 | ||||
| 2025-04-24 | 13F | Cambridge Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 16 475 | 812 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 312 260 | 1,80 | 15 380 | 2,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 775 525 | 4,51 | 38 202 | 4,72 |
