Grundläggande statistik
Institutionella ägare | 653 total, 653 long only, 0 short only, 0 long/short - change of 0,15% MRQ |
Genomsnittlig portföljallokering | 0.7722 % - change of −5,24% MRQ |
Institutionella aktier (lång) | 174 942 644 (ex 13D/G) - change of 8,50MM shares 5,11% MRQ |
Institutionellt värde (lång) | $ 10 181 251 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (US:RDVY) har 653 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 174,942,644 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Ameriprise Financial Inc, Bank Of America Corp /de/, Commonwealth Equity Services, Llc, UBS Group AG, Envestnet Asset Management Inc, and Royal Bank Of Canada .
First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF (NasdaqGM:RDVY) 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 65,79 / share. Previously, on September 10, 2024, the share price was 56,18 / share. This represents an increase of 17,11% 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.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Nwam Llc | 4 688 | 0,02 | 298 | 8,76 | ||||
2025-08-12 | 13F | LPL Financial LLC | 25 895 165 | 9,32 | 1 624 662 | 17,17 | ||||
2025-08-08 | 13F | AJ Advisors, LLC | 165 184 | 4,51 | 10 364 | 12,01 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 5 440 | −44,43 | 341 | −40,49 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 388 880 | 14,92 | 24 399 | 23,17 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 257 | 0,00 | 16 | 6,67 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 122 456 | −12,89 | 7 683 | −7,59 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 7 518 | −20,67 | 472 | −14,98 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 2 800 | 0,00 | 0 | |||||
2025-08-14 | 13F | Clg Llc | 190 128 | −17,60 | 11 929 | −11,69 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 39 330 | −0,28 | 2 468 | 6,89 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 21 777 | 28,06 | 1 366 | 37,42 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 156 165 | 20,27 | 9 798 | 28,89 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 3 737 | −1,01 | 234 | 6,36 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 219 | 14 | ||||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 9 178 | −19,79 | 576 | −14,05 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 2 734 | 172 | ||||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 112 340 | −5,29 | 7 048 | 1,51 | ||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 16 763 | −9,78 | 1 052 | −3,31 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 3 513 | 220 | ||||||
2025-07-01 | 13F | Park National Corp /oh/ | 321 045 | 13,67 | 20 142 | 21,83 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5 755 413 | −5,25 | 361 | 1,69 | ||||
2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 138 778 | −24,71 | 8 707 | −19,31 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | WealthTrust Asset Management, LLC | 6 357 | −28,48 | 399 | −23,46 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 10 102 | 634 | ||||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 31 087 | 2,25 | 1 950 | 9,61 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 6 519 | 0,03 | 415 | 11,56 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 640 | 103,47 | 103 | 126,67 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 67 907 | 2,26 | 4 260 | 9,60 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 94 | 1,08 | 6 | 0,00 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 4 647 | −12,44 | 292 | −6,13 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 556 | −18,52 | 223 | −12,55 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 349 978 | 2,41 | 21 958 | 9,75 | ||||
2025-08-07 | 13F | PFG Advisors | 199 667 | −2,43 | 12 527 | 4,57 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 279 | 18 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 931 960 | 3,77 | 58 471 | 11,21 | ||||
2025-08-11 | 13F | Tidemark, LLC | 17 220 | −11,53 | 1 080 | −5,18 | ||||
2025-07-16 | 13F | BankPlus Wealth Management LLC | 27 731 | 21,42 | 1 740 | 30,07 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 4 683 | −0,83 | 294 | 6,16 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 372 731 | 0,27 | 23 385 | 7,47 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 8 298 | 521 | ||||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 76 458 | 2,60 | 4 797 | 9,95 | ||||
2025-08-13 | 13F | Wills Financial Group LLC | 9 809 | 5,70 | 615 | 13,26 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 16 651 | 0,83 | 1 045 | 8,07 | ||||
2025-07-16 | 13F | Old Port Advisors | 5 549 | −17,88 | 348 | −11,90 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4 328 699 | 26,53 | 271 583 | 35,61 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 145 728 | 2,59 | 9 143 | 9,95 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 14 566 | −11,54 | 914 | −5,19 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 23 712 | −21,14 | 1 488 | −15,51 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 30 167 | 10,98 | 1 893 | 18,92 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 101 967 | 125,02 | 69 137 | 141,17 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 147 738 | −1,21 | 9 269 | 5,88 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 966 | 249 | ||||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 80 156 | −4,64 | 5 029 | 2,22 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 258 | 0,00 | 79 | 6,85 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 126 505 | 2,66 | 7 937 | 10,02 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 277 590 | 14,78 | 17 416 | 23,01 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 848 500 | 26,92 | 53 235 | 36,03 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 86 421 | −10,76 | 5 422 | −4,54 | ||||
2025-07-31 | 13F | Sequent Asset Management, LLC | 5 364 | 0,00 | 337 | 7,01 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 19 793 | −1,87 | 1 242 | 5,17 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 4 183 | 10,31 | 262 | 18,55 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 90 823 | 95,37 | 5 698 | 109,41 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 72 480 | −20,91 | 5 | −20,00 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 5 149 | −1,55 | 323 | 5,56 | ||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 80 631 | −33,07 | 5 059 | −28,28 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 179 753 | 4,00 | 11 278 | 11,45 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 25 282 | −34,68 | 1 586 | −29,98 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 558 | −70,77 | 35 | −68,47 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 18 129 | −0,66 | 1 137 | 6,46 | ||||
2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 300 | 0,00 | 19 | 5,88 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 10 363 | 1 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 2 286 136 | 6,18 | 143 436 | 13,79 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 5 777 | 17,95 | 362 | 26,57 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 17 197 | 0,06 | 1 085 | 10,50 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 108 475 | 17,58 | 6 806 | 26,02 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 13 686 | 48,05 | 859 | 58,60 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 5 657 | 38,11 | 355 | 48,12 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 53 159 | 6,73 | 3 335 | 14,41 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 14 604 | 14,15 | 916 | 22,46 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 14 076 | −1,53 | 883 | 5,62 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 67 612 | 9,29 | 4 242 | 18,13 | ||||
2025-08-14 | 13F | Fmr Llc | 37 577 | 1,32 | 2 358 | 8,57 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | City Holding Co | 130 844 | 13,56 | 8 209 | 21,71 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 319 876 | −1,39 | 20 069 | 5,69 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 541 777 | 2,82 | 33 991 | 10,20 | ||||
2025-07-24 | 13F | Insight Inv LLC | 75 954 | 1,47 | 4 765 | 8,77 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 18 | 0,00 | 1 | 0,00 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 57 329 | 24,90 | 3 597 | 33,83 | ||||
2025-08-11 | 13F | Capital Square, LLC | 4 811 | −0,29 | 304 | 7,80 | ||||
2025-07-14 | 13F | Strategic Planning Group, Llc | 233 307 | 2,63 | 14 638 | 9,99 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 017 109 | 23,73 | 64 | 31,25 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 40 597 | 8,75 | 2 547 | 16,57 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 31 741 | −0,70 | 1 991 | 6,41 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 4 107 | −87,04 | 258 | −10,45 | ||||
2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Element Wealth, LLC | 7 192 | 27,68 | 451 | 37,08 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 10 073 | 0,09 | 632 | 7,13 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 22 844 | −11,56 | 1 433 | −6,16 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 633 | 102 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 5 676 | 28,07 | 356 | 37,45 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 400 | 193,64 | 339 | 215,89 | ||||
2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22 631 | 1,25 | 1 420 | 8,49 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 244 | 480,95 | 15 | 650,00 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 98 944 | 10,43 | 6 208 | 18,34 | ||||
2025-08-14 | 13F | Betterment LLC | 48 475 | 19,45 | 3 | 50,00 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 122 004 | 15,89 | 7 655 | 24,21 | ||||
2025-08-12 | 13F | Weitzel Financial Services, Inc. | 140 311 | 3,82 | 8 977 | 18,85 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 182 | 0,00 | 11 | 10,00 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 165 403 | −9,38 | 10 | 0,00 | ||||
2025-07-25 | 13F | Genesee Capital Advisors, LLC | 79 215 | 2,98 | 4 970 | 10,35 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 62 720 | 13,05 | 4 034 | 28,24 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 6 564 | −42,81 | 412 | −38,75 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 180 924 | 5,32 | 11 351 | 12,88 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 3 220 | −5,99 | 202 | 0,50 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 2 795 239 | 3,63 | 175 373 | 11,07 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 23 579 | 2,50 | 1 479 | 9,88 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11 026 | 11,91 | 692 | 19,97 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 4 302 | 0,02 | 270 | 7,17 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 418 | 26 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 14 110 | 41,62 | 885 | 51,80 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 117 819 | 0,99 | 7 392 | 8,23 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 199 703 | −11,45 | 12 529 | −5,10 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 648 | 34,16 | 41 | 42,86 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | Bangor Savings Bank | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 628 | 1,02 | 940 | 11,52 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 246 952 | −3,39 | 15 494 | 3,54 | ||||
2025-07-15 | 13F | tru Independence LLC | 221 996 | 4,40 | 13 928 | 11,90 | ||||
2025-05-08 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 3 900 | 0,00 | 245 | 7,02 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 14 265 | −11,38 | 895 | −5,10 | ||||
2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 92 722 | −2,26 | 5 817 | 4,75 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 969 | 0,00 | 61 | 7,14 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 26 755 | −3,09 | 1 679 | 3,84 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 708 | 32,81 | 0 | |||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 14 377 | 6,88 | 902 | 14,49 | ||||
2025-08-11 | 13F | Advisor Resource Council | 11 631 | −53,62 | 730 | −50,31 | ||||
2025-07-23 | 13F | Horizon Advisory Services, Inc. | 567 208 | 0,59 | 35 587 | 7,80 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 7 321 | −25,43 | 459 | −20,03 | ||||
2025-08-08 | 13F | Petix & Botte Co | 122 446 | 13,28 | 7 682 | 21,42 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 69 579 | −2,70 | 4 365 | 4,28 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 3 250 | 204 | ||||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 46 284 | 79,29 | 2 904 | 92,12 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 12 389 | −4,03 | 777 | 2,91 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 266 237 | 96,55 | 16 704 | 110,66 | ||||
2025-04-30 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 7 064 | −28,09 | 443 | −22,96 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 145 471 | 21,82 | 9 127 | 30,56 | ||||
2025-08-07 | 13F | Allworth Financial LP | 59 608 | −0,33 | 3 740 | 10,07 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 60 375 | 54,61 | 3 788 | 65,70 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 12 276 | 52,82 | 770 | 63,83 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 8 167 | 0,00 | 478 | −0,83 | ||||
2025-07-29 | 13F | Spreng Capital Management, Inc. | 12 866 | −6,35 | 807 | 0,37 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 33 621 | 5,72 | 2 181 | 23,92 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 58 408 | 175,98 | 3 665 | 195,96 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 40 | 0,00 | 3 | 0,00 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 425 | 0,00 | 27 | 8,33 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 27 765 | −3,16 | 1 742 | 3,81 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 22 020 | −88,71 | 1 382 | −87,91 | ||||
2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 4 125 | 259 | ||||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 14 854 | 16,06 | 932 | 24,30 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Family Management Corp | 27 837 | −25,44 | 1 746 | −20,09 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 542 059 | 4,46 | 34 009 | 11,95 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 11 619 | 0,00 | 729 | 7,06 | ||||
2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 3 092 | −1,12 | 194 | 5,46 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 75 564 | 1,70 | 4 741 | 8,99 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 18 996 | −57,11 | 1 192 | −54,05 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 56 568 | −7,26 | 3 549 | −0,59 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 3 017 | −3,52 | 189 | 3,28 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146 717 | 74,78 | 9 203 | 87,09 | ||||
2025-08-04 | 13F | Atria Investments Llc | 180 582 | 127,22 | 11 330 | 143,53 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 224 504 | 29,82 | 14 085 | 39,14 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 16 701 | −20,14 | 1 048 | −14,46 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 3 550 | 0,00 | 223 | 7,25 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1 024 | 0,00 | 64 | 8,47 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 657 | −58,13 | 38 | −58,70 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 105 859 | −1,02 | 6 642 | 6,07 | ||||
2025-07-22 | 13F | Accel Wealth Management | 61 659 | 3,41 | 3 869 | 10,83 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 103 233 | 16,41 | 6 477 | 24,75 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 837 | 0,00 | 53 | 8,33 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 12 674 | 0,33 | 795 | 7,58 | ||||
2025-08-12 | 13F | Intellus Advisors LLC | 325 463 | 3,45 | 20 420 | 10,88 | ||||
2025-07-15 | 13F | Lynch & Associates/in | 16 459 | 8,05 | 1 033 | 15,82 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5 783 | 1,30 | 363 | 8,38 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 1 009 938 | −8,30 | 60 788 | 1,00 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 72 358 | −0,29 | 4 540 | 6,88 | ||||
2025-07-24 | 13F | Zullo Investment Group, Inc. | 5 785 | 0,68 | 363 | 8,04 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 122 493 | 4,49 | 7 685 | 11,99 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 47 305 | −6,82 | 2 968 | −0,17 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 377 614 | 80,72 | 23 692 | 93,70 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 5 848 | 0,88 | 367 | 7,96 | ||||
2025-05-02 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 666 963 | 7,26 | 41 845 | 14,95 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 494 | 0,00 | 156 | 7,59 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 107 003 | 7,71 | 6 713 | 15,44 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 341 | −3,53 | 272 | 17,24 | ||||
2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 4 770 | 0,00 | 299 | 7,17 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 59 562 | 0,27 | 3 799 | 19,66 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 170 | 0,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-14 | 13F | ABLE Financial Group, LLC | 302 041 | −0,77 | 18 950 | 6,35 | ||||
2025-07-31 | 13F | United Community Bank | 1 370 | 0,00 | 86 | 6,25 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 15 072 | 1,86 | 946 | 9,12 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 17 473 | 1 096 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 24 557 | 0,14 | 1 541 | 7,32 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 12 421 | −9,49 | 779 | −2,99 | ||||
2025-08-07 | 13F | Sanchez Wealth Management Group | 199 426 | 2,19 | 12 512 | 9,52 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 19 820 | 10,55 | 1 244 | 18,49 | ||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 4 037 | 0,00 | 236 | 0,00 | ||||
2025-08-12 | 13F | Archer Investment Corp | 550 | 0,18 | 35 | 6,25 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6 049 | 5,07 | 383 | 13,35 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 888 | 244 | ||||||
2025-08-08 | 13F | Creative Planning | 13 383 | −30,73 | 840 | −25,82 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 37 095 | 1,80 | 2 327 | 9,10 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 9 858 738 | 3,52 | 618 537 | 10,95 | ||||
2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 69 974 | −2,62 | 4 390 | 4,37 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 40 342 | −64,24 | 2 531 | −61,67 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 291 655 | −0,56 | 18 298 | 6,58 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 227 353 | 10,69 | 14 264 | 18,64 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 56 241 | 5,56 | 3 529 | 13,11 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 14 190 | 1,65 | 890 | 8,94 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 47 166 | 70,38 | 2 959 | 82,65 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 3 665 | 0,00 | 230 | 7,01 | ||||
2025-07-23 | 13F | Charter Trust Co | 6 145 | 16,87 | 386 | 25,41 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 28 333 | 9,70 | 1 778 | 17,60 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 120 | 8 | ||||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 5 174 | −5,77 | 325 | 0,93 | ||||
2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 98 444 | −0,11 | 6 176 | 7,05 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 105 582 | −6,51 | 6 624 | 0,20 | ||||
2025-07-08 | 13F | Next Level Private LLC | 296 408 | 2,12 | 18 597 | 9,45 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 85 278 | 106,97 | 5 350 | 121,90 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 674 | 0,00 | 42 | 7,69 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 27 483 | −1,12 | 1 724 | 5,96 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 1 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 905 565 | 31,61 | 56 525 | 41,56 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 86 065 | −1,00 | 5 400 | 6,09 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 8 997 | −77,66 | 564 | −76,31 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 10 798 | 0,27 | 677 | 7,46 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1 403 926 | 44,29 | 88 082 | 54,64 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 578 049 | 0,45 | 36 267 | 7,66 | ||||
2025-07-22 | 13F | Headland Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 41 965 | −1,04 | 2 633 | 6,04 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 2 108 | 0,00 | 132 | 7,32 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 290 787 | 5,68 | 18 244 | 13,26 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 46 420 | 8,46 | 2 912 | 16,25 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 416 412 | −6,74 | 88 866 | −0,05 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 51 766 | −0,43 | 3 248 | 6,70 | ||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 16 942 | 27,85 | 1 063 | 37,03 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 27 801 | 7,24 | 1 744 | 14,96 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 106 | 0,00 | 7 | 0,00 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 55 405 | −10,12 | 3 476 | −3,66 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 42 | 0,00 | 3 | 0,00 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 89 194 | 92,86 | 5 221 | 90,90 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 98 169 | 3,60 | 6 159 | 11,05 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 185 356 | 6,16 | 11 629 | 12,63 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 214 552 | 3,19 | 13 461 | 10,59 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 34 050 | −0,18 | 2 136 | 6,53 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 525 641 | 1,62 | 32 979 | 8,91 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 28 296 | 36,90 | 1 775 | 46,82 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 56 561 | −0,84 | 3 549 | 6,26 | ||||
2025-07-16 | 13F | American National Bank | 82 | 0,00 | 5 | 25,00 | ||||
2025-07-21 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 276 | −98,92 | 17 | −98,86 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 79 960 | 11,14 | 5 017 | 19,12 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 87 090 | 1,87 | 5 464 | 9,19 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 198 677 | 2,03 | 12 465 | 9,35 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5 420 | 34,69 | 340 | 44,68 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 75 377 | 1,91 | 4 729 | 9,24 | ||||
2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 8 890 | 0,01 | 1 | |||||
2025-08-06 | 13F | Fairway Financial, LLC | 127 462 | 1,79 | 7 997 | 9,09 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 14 783 | −20,24 | 928 | −14,48 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 15 606 | 0,00 | 979 | 7,23 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 130 | 0,00 | 134 | 7,26 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 62 340 | 10,12 | 3 911 | 18,01 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 5 463 | −6,77 | 343 | −0,29 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 116 496 | −10,05 | 7 309 | −3,60 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 3 019 | 303,61 | 189 | 339,53 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 14 353 | 900 | ||||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 18 818 | 2,25 | 1 181 | 9,56 | ||||
2025-07-16 | 13F | Kennedy Investment Group | 3 668 | −8,09 | 230 | −1,29 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 57 085 | −0,83 | 3 582 | 6,29 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 318 347 | 5,88 | 19 973 | 13,48 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 26 213 | 100,24 | 2 | |||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 460 | 217 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 236 612 | 1,57 | 14 845 | 8,85 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 10 | 0,00 | 1 | |||||
2025-07-25 | 13F | LRI Investments, LLC | 107 | 0,00 | 7 | 0,00 | ||||
2025-07-10 | 13F | Envision Financial LLC | 69 542 | 1,51 | 4 363 | 8,80 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 242 829 | −4,76 | 15 488 | 3,76 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 2 062 | 0,00 | 0 | |||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 3 | 0 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 4 994 | −8,95 | 313 | −2,49 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 199 | 0,00 | 12 | 9,09 | ||||
2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 106 899 | 3,59 | 6 707 | 11,03 | ||||
2025-07-28 | 13F | Dash Acquisitions Inc. | 3 199 | 206 | ||||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 4 659 | 292 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 320 | −1,54 | 20 | 5,26 | ||||
2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 4 359 | 3,15 | 276 | 16,95 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 7 640 | 0,00 | 479 | 7,16 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 107 | 383 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 21 715 | 23,32 | 1 362 | 32,23 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 196 566 | 12 333 | ||||||
2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 4 235 | 0,00 | 266 | 7,29 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 102 900 | 5,96 | 6 456 | 12,40 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 64 200 | 4 028 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 38 681 | 10,67 | 2 427 | 18,57 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 1 358 900 | 7,04 | 85 | 14,86 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 30 456 | −1,98 | 1 911 | 5,06 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 56 755 | 6,27 | 3 561 | 13,88 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 33 933 | −9,85 | 2 129 | −3,40 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 57 506 | 10,13 | 3 608 | 17,99 | ||||
2025-08-04 | 13F | Spire Wealth Management | 87 624 | −2,14 | 5 498 | 4,88 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 5 479 | 0,00 | 344 | 7,19 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 8 082 | 507 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 021 | −99,10 | 64 | −99,04 | ||||
2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 8 557 | −54,85 | 531 | −52,12 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 82 306 | 20,14 | 5 164 | 28,75 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 63 974 | −3,04 | 4 | 33,33 | ||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 23 255 | 4,79 | 1 459 | 12,32 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 1 018 270 | 5,55 | 63 886 | 13,13 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 158 273 | −0,17 | 9 930 | 7,00 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 20 050 | 0,00 | 1 174 | 0,00 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 271 590 | 5,55 | 17 040 | 13,13 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 5 096 | 6,45 | 285 | 0,71 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 34 487 | −0,13 | 2 164 | 7,03 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 4 671 | 273 | ||||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 33 489 | 89,49 | 2 101 | 103,19 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 119 810 | 7 517 | ||||||
2025-07-08 | 13F | Rise Advisors, LLC | 5 659 | 977,90 | 355 | 1 083,33 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11 958 | 750 | ||||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 212 224 | 3,60 | 13 315 | 11,02 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 24 468 | 3,15 | 1 535 | 10,59 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 3 018 | 0,00 | 189 | 7,39 | ||||
2025-08-14 | 13F | Florida Financial Advisors, Llc | 4 353 | 8,66 | 275 | 17,52 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 24 574 | 1,23 | 1 542 | 8,44 | ||||
2025-08-08 | 13F | Opinicus Capital, Inc. | 17 860 | 4,89 | 1 121 | 12,45 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 96 264 | 3,96 | 6 040 | 11,42 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 21 990 | −67,98 | 1 380 | −65,70 | ||||
2025-08-08 | 13F | Beck Bode, LLC | 20 712 | −34,68 | 1 299 | −30,01 | ||||
2025-07-28 | 13F | Nestegg Advisors, Inc. | 101 806 | 4,31 | 6 387 | 11,80 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 88 680 | 38,28 | 5 191 | 36,89 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 16 649 | −5,66 | 1 045 | 1,06 | ||||
2025-08-13 | 13F | Breakthru Advisory Services, Llc | 193 146 | 0,00 | 11 307 | 0,00 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4 495 | 0,00 | 289 | 16,60 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 59 611 | 0,69 | 3 740 | 7,94 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 9 765 | 26,26 | 1 | |||||
2025-07-18 | 13F | Consolidated Planning Corp | 6 989 | 51,41 | 438 | 62,22 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 38 172 | 46,55 | 2 | 100,00 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 67 311 | −0,20 | 4 223 | 6,97 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 11 898 | −12,69 | 746 | −6,40 | ||||
2025-08-11 | 13F | Citigroup Inc | 348 174 | 4,42 | 21 844 | 11,91 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 591 | 17,48 | 1 794 | 25,91 | ||||
2025-06-03 | 13F | Invst, LLC | 102 354 | −12,68 | 5 992 | −13,57 | ||||
2025-08-12 | 13F | Bokf, Na | 1 000 | 0,00 | 63 | 6,90 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 36 565 | −2,47 | 2 294 | 4,56 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 8 298 | −19,97 | 521 | −14,19 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 517 | 221 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 62 457 | −30,23 | 3 919 | −25,23 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 108 462 | −25,94 | 6 805 | −20,63 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 106 336 | 1,51 | 6 672 | 8,79 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 19 971 | −1,18 | 1 253 | 5,83 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 224 | 0,00 | 14 | 7,69 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 11 189 | 58,87 | 702 | 70,39 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 12 485 | 4,38 | 783 | 17,39 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 4 709 | 1,42 | 295 | 8,86 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 33 586 | 0,51 | 2 107 | 7,72 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 16 147 | 58,35 | 1 013 | 69,97 | ||||
2025-07-09 | 13F | Triumph Capital Management | 144 621 | 4,95 | 9 073 | 12,47 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 5 301 | −5,39 | 333 | 1,53 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 87 291 | −30,36 | 5 477 | −25,36 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 122 | 0,00 | 8 | 0,00 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 44 638 | 4,95 | 2 801 | 12,49 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 147 989 | 3 584,07 | 9 285 | 3 817,30 | ||||
2025-08-26 | 13F | Claris Financial LLC | 40 211 | −4,11 | 2 523 | 1,69 | ||||
2025-08-12 | 13F | GDS Wealth Management | 3 193 | 200 | ||||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 148 470 | 11,29 | 9 315 | 19,29 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 575 | 0,00 | 224 | 8,21 | ||||
2025-07-16 | 13F | Novem Group | 19 090 | 2,99 | 1 198 | 10,32 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 42 999 | −0,73 | 2 698 | 6,39 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 94 | 0,00 | 6 | 0,00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 115 789 | 21,26 | 7 265 | 29,95 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 438 734 | 3,80 | 153 006 | 11,25 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 7 046 | 0,00 | 442 | 7,28 | ||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 103 523 | −8,20 | 6 495 | −1,61 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 65 483 | 8,00 | 4 108 | 15,75 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 10 887 | −46,91 | 683 | −43,08 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 20 408 | −5,50 | 1 280 | 1,27 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 453 | 0,22 | 28 | 7,69 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 22 805 | 0,02 | 1 431 | 7,20 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 18 153 | 0,02 | 1 139 | 7,16 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 189 775 | 98,64 | 11 906 | 112,91 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 114 863 | 7,88 | 7 207 | 15,63 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 5 855 | 367 | ||||||
2025-08-08 | 13F | 1776 Wealth LLC | 6 701 | −1,11 | 420 | 6,06 | ||||
2025-07-16 | 13F | ORG Partners LLC | 216 998 | −7,44 | 13 749 | −0,25 | ||||
2025-08-14 | 13F | Comerica Bank | 135 282 | 8,62 | 8 488 | 16,42 | ||||
2025-04-23 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Atlas Wealth LLC | 32 580 | −6,46 | 2 064 | 1,23 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 926 | −0,51 | 184 | 6,40 | ||||
2025-07-15 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 417 481 | 30,88 | 26 193 | 40,27 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 84 706 | 368,14 | 5 314 | 401,79 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 240 145 | 6,77 | 203 194 | 14,35 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 3 545 | 277,13 | 222 | 303,64 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 11 756 | 12,85 | 738 | 21,02 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 119 823 | 6,73 | 7 518 | 14,40 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 17 613 | −2,82 | 1 105 | 4,15 | ||||
2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 233 | 0,00 | 15 | 7,69 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 38 295 | −33,05 | 2 403 | −28,26 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 344 406 | 5,48 | 84 | 13,51 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 23 414 | 13,70 | 1 469 | 21,83 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 925 | 0,00 | 58 | 7,41 | ||||
2025-07-15 | 13F | Xcel Wealth Management, LLC | 4 845 | 0,00 | 304 | 7,07 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4 460 | 346,00 | 280 | 381,03 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 20 991 | −9,26 | 1 | 0,00 | ||||
2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 981 307 | −30,36 | 61 567 | −25,36 | ||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11 333 | 663 | ||||||
2025-08-08 | 13F | Intrua Financial, LLC | 27 903 | 1,87 | 1 751 | 9,17 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 149 399 | 6,71 | 9 373 | 14,37 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 119 055 | 191,87 | 7 469 | 212,90 | ||||
2025-04-15 | 13F | Members Wealth Llc | 4 323 | −2,31 | 253 | −6,99 | ||||
2025-07-18 | 13F | Woodward Diversified Capital, Llc | 17 250 | −3,68 | 1 082 | 3,24 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 18 053 | 4,30 | 1 133 | 11,75 | ||||
2025-07-21 | 13F | Matauro, Llc | 3 505 | 0,26 | 220 | 7,35 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 52 996 | −1,13 | 3 325 | 5,96 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 61 777 | 1,99 | 3 876 | 9,31 | ||||
2025-07-15 | 13F | Maseco Llp | 8 858 | 556 | ||||||
2025-08-15 | 13F | Morse Asset Management, Inc | 109 | 0,00 | 7 | 0,00 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 6 448 | 405 | ||||||
2025-08-06 | 13F | LeClair Wealth Partners LLC | 96 717 | −10,51 | 6 068 | −4,08 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 6 539 | 8,55 | 410 | 16,48 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 56 378 | −5,69 | 3 537 | 1,09 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 10 284 | 13,40 | 645 | 21,70 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 600 | 0,00 | 100 | 7,53 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 558 | 0,00 | 35 | 9,38 | ||||
2025-08-11 | 13F/A | Purus Wealth Management, LLC | 50 018 | −0,60 | 3 138 | 6,55 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 177 834 | 18,49 | 11 157 | 27,00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 248 516 | −2,23 | 78 332 | 4,79 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 940 700 | 0,93 | 59 020 | 8,17 | ||||
2025-08-11 | 13F | Platform Technology Partners | 21 431 | 5,55 | 1 345 | 13,13 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 7 722 | −0,48 | 484 | 6,61 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 13 868 | −18,21 | 870 | −12,30 | ||||
2025-07-28 | 13F | Virtus Wealth Solutions LLC | 29 575 | 1,83 | 1 856 | 9,12 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 179 146 | −1,79 | 11 240 | 5,25 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 98 | 0,00 | 0 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 173 000 | 80,85 | 10 854 | 93,86 | ||||
2025-07-08 | 13F | Ballew Advisors, Inc | 9 542 | 27,01 | 609 | 47,57 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 240 | 0,00 | 15 | 7,14 | ||||
2025-08-12 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 206 604 | 5,34 | 12 962 | 12,90 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 367 052 | 12,48 | 23 029 | 20,55 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12 054 | −11,24 | 756 | −4,79 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 19 923 | 2,06 | 1 250 | 9,37 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 25 869 | −7,73 | 1 639 | −0,18 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 15 499 | −89,23 | 1 | −100,00 | ||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 536 395 | 0,47 | 33 653 | 7,68 | ||||
2025-08-14 | 13F | Graney & King, LLC | 462 | 0,00 | 29 | 3,70 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 21 715 | 33,11 | 1 362 | 34,58 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 16 450 | 16,78 | 1 032 | 25,24 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 21 051 | −8,50 | 1 321 | −1,93 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 78 119 | 0,66 | 4 901 | 7,90 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 13 531 | −48,14 | 800 | −47,61 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 25 338 | 1 590 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 32 708 | −2,61 | 2 052 | 4,37 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 83 | 5 | ||||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 69 000 | 0,00 | 4 | 0,00 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 7 655 | 0,31 | 480 | 7,62 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 171 103 | 2,77 | 10 735 | 15,20 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 4 600 | 0,00 | 289 | 7,06 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 9 485 | 2,46 | 595 | 9,98 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 853 924 | 3,35 | 53 575 | 10,76 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 20 359 | −1,76 | 1 277 | 5,28 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 65 222 | −69,19 | 4 132 | −64,80 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 709 | −75,60 | 44 | −74,12 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 48 648 | −45,90 | 3 052 | −42,02 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 151 783 | 1,06 | 9 523 | 8,30 | ||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 174 141 | −0,41 | 10 926 | 6,73 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 63 896 | 11,47 | 4 009 | 22,98 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Camden Capital, LLC | 25 102 | 561,80 | 1 575 | 609,01 | ||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 57 947 | 11,47 | 3 636 | 19,45 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 66 | 0,00 | 4 | 33,33 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 195 898 | −2,14 | 11 468 | −3,13 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 215 | 202 | ||||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 17 023 | −7,79 | 1 068 | −1,11 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 255 823 | 20,44 | 16 050 | 29,08 | ||||
2025-07-17 | 13F | Michels Family Financial, LLC | 10 346 | 4,87 | 649 | 12,48 | ||||
2025-07-17 | 13F | Mainsail Financial Group, LLC | 156 483 | 2,76 | 9 761 | 9,50 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 622 035 | 3,79 | 164 506 | 11,24 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 15 453 | 2,64 | 970 | 9,99 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 158 | −69,14 | 0 | |||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 47 143 | −2,66 | 2 958 | 4,30 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 59 039 | 3 780 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 612 | 0,00 | 38 | 8,57 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 5 456 | 0,09 | 342 | 7,21 | ||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 4 130 | 0,02 | 259 | 7,47 | ||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 6 696 | 42,68 | 420 | 53,28 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 3 655 | −27,68 | 229 | −22,37 | ||||
2025-05-15 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 481 513 | 1,11 | 30 210 | 8,37 | ||||
2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 286 447 | 26,26 | 17 972 | 35,31 | ||||
2025-08-08 | 13F | Cooper Capital Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | American Financial Advisors, LLC | 26 333 | −1,05 | 1 652 | 6,10 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 19 696 | −2,21 | 1 236 | 4,75 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 101 759 | 3,01 | 6 384 | 10,41 | ||||
2025-07-24 | 13F | Blair William & Co/il | 367 543 | 4,85 | 23 060 | 12,37 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 445 | 15,28 | 28 | 22,73 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 6 093 | −39,11 | 382 | −34,70 | ||||
2025-07-23 | 13F | GGM Financials LLC | 29 575 | 1 856 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 18 833 | −1,77 | 1 182 | 5,26 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 10 008 | 34,30 | 628 | 43,81 | ||||
2025-07-17 | 13F | XML Financial, LLC | 10 525 | 0,00 | 660 | 7,14 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 37 882 | −6,92 | 2 421 | 12,19 | ||||
2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 134 022 | −1,48 | 8 409 | 5,59 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 76 570 | 55,92 | 4 804 | 67,15 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 7 843 | 492 | ||||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 000 | 125 | ||||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 13 133 | 24,97 | 824 | 33,82 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 28 113 | 150,99 | 1 764 | 169,16 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 176 967 | 1,80 | 11 103 | 9,10 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 212 | 0 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 21 130 | −64,81 | 1 326 | −62,29 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 17 721 | −22,65 | 1 112 | −17,15 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35 116 | −53,33 | 2 | −50,00 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 6 090 | 8,96 | 382 | 16,82 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 31 120 | 0,67 | 1 952 | 7,90 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 6 130 | 0,00 | 385 | 7,26 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 534 527 | 4,22 | 33 536 | 11,70 | ||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 19 882 | −9,15 | 1 247 | −2,65 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 117 721 | 27,98 | 7 386 | 37,17 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 364 470 | 26,70 | 22 867 | 35,79 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 5 256 | −96,11 | 330 | −95,84 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 12 977 | −16,41 | 814 | −10,35 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 381 386 | −1,80 | 149 | 5,67 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 70 574 | −2,21 | 4 428 | 4,81 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 14 173 | 19,28 | 890 | 27,91 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 11 | 0,00 | 1 | |||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 15 108 | 88,26 | 948 | 101,92 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6 537 057 | 4,11 | 410 135 | 11,58 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 9 832 | −10,21 | 617 | −3,90 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 70 237 | 2,41 | 4 | 0,00 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 8 218 | 2,42 | 516 | 9,81 | ||||
2025-07-29 | 13F | Private Trust Co Na | 36 758 | 38,94 | 2 306 | 48,97 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 44 200 | −3,28 | 2 801 | 10,50 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 61 401 | 0,00 | 3 852 | 7,18 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 527 | 201,14 | 33 | 230,00 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 143 240 | 8 987 | ||||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3 648 | 229 | ||||||
2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 296 274 | 1,00 | 18 588 | 8,25 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 47 173 | 3,32 | 2 960 | 10,74 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 12 762 | 3,85 | 801 | 11,27 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 589 845 | 2,82 | 37 007 | 10,19 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 158 | −38,28 | 10 | −35,71 | ||||
2025-05-28 | NP | MFUL - Mindful Conservative ETF | 22 853 | 221,10 | 1 338 | 264,31 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 24 116 | 5,04 | 1 513 | 12,57 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 18 923 | −7,73 | 1 187 | −1,08 | ||||
2025-08-14 | 13F | UBS Group AG | 5 115 328 | 5,32 | 320 936 | 12,87 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 71 379 | −8,97 | 4 478 | −2,44 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 11 959 | −23,23 | 750 | −17,67 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 21 606 | 1,58 | 1 356 | 8,84 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 1 060 141 | 10,93 | 66 539 | 18,89 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 375 | 24 | ||||||
2025-04-23 | 13F | KPP Advisory Services LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 127 471 | 2 449,42 | 7 998 | 2 638,70 | ||||
2025-07-23 | 13F | Equitable Trust Co | 6 120 | 0,00 | 384 | 6,98 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 61 488 | 4,78 | 3 922 | 14,15 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 87 977 | −32,30 | 5 520 | −27,45 | ||||
2025-08-12 | 13F | Change Path, LLC | 78 417 | 15,30 | 4 920 | 23,56 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 850 | −51,43 | 53 | −48,04 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 306 | 20 | ||||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 146 810 | 18,75 | 9 211 | 27,26 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 545 836 | −5,61 | 34 246 | 1,16 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 65 851 | 42,82 | 4 177 | 54,72 | ||||
2025-07-08 | 13F | Prism Advisors, Inc. | 23 499 | 5,05 | 1 474 | 12,61 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 103 427 | 3,09 | 6 489 | 10,51 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 7 804 | 0,00 | 490 | 7,24 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 15 687 | −1,53 | 1 | |||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 144 587 | 5,78 | 9 071 | 13,37 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 11 201 473 | 1,81 | 702 780 | 9,11 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 9 256 | −11,07 | 581 | −4,76 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 30 136 | 2,03 | 1 891 | 9,31 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 52 548 | −11,84 | 3 329 | −5,67 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 143 530 | 112,58 | 9 005 | 127,86 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 28 377 | 8,19 | 1 780 | 15,96 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 113 678 | 0,72 | 7 132 | 7,95 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 31 118 | 51,07 | 1 952 | 61,99 | ||||
2025-07-16 | 13F | Cresta Advisors, Ltd. | 3 700 | 0,00 | 232 | 7,41 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 432 090 | −24,47 | 27 173 | −18,86 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 205 819 | 5,15 | 12 913 | 12,70 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 452 699 | −2,46 | 28 402 | 4,54 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 38 768 | 1,46 | 2 432 | 8,77 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 3 849 | 241 | ||||||
2025-08-05 | 13F | HFG Advisors, Inc. | 98 772 | 1,23 | 6 197 | 8,49 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 88 054 | 7,36 | 5 525 | 15,06 | ||||
2025-07-09 | 13F | Beacon Financial Group | 261 635 | −4,79 | 16 415 | 2,05 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 16 387 | −2,14 | 1 | |||||
2025-08-12 | 13F | MAI Capital Management | 16 748 | −23,64 | 1 051 | −18,16 | ||||
2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 027 | −75,73 | 64 | −74,09 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 4 789 | 0,04 | 300 | 7,14 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 3 700 | −40,04 | 232 | −35,73 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 52 283 | −56,01 | 3 280 | −52,86 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 25 083 | 1 574 | ||||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 91 026 | 14,27 | 5 329 | 42,04 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 22 208 | −0,46 | 1 393 | 6,66 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 103 766 | 72,21 | 6 510 | 84,58 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 11 720 | 37,77 | 735 | 47,59 | ||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 48 938 | −19,17 | 3 070 | −13,37 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 78 142 | 31,09 | 4 903 | 40,50 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7 481 | −23,30 | 469 | −17,72 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 568 | 36 | ||||||
2025-08-14 | 13F | Dagco, Inc. | 20 127 | 8,99 | 1 263 | 16,74 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 21 994 | −2,34 | 1 380 | 4,63 | ||||
2025-05-13 | 13F | Clear Street Markets Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 906 359 | 4,47 | 56 865 | 11,97 | ||||
2025-08-13 | 13F | Allie Family Office LLC | 6 152 | 386 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 2 337 390 | 22,87 | 146 648 | 31,68 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 346 323 | 4,70 | 21 732 | 12,21 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Affinity Wealth Management Llc | 658 282 | −0,58 | 41 301 | 6,55 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 14 806 | 0,43 | 929 | 7,53 | ||||
2025-07-16 | 13F/A | CX Institutional | 297 | 0 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 23 934 | 104,04 | 1 502 | 118,80 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 17 967 | 0,27 | 1 127 | 7,54 | ||||
2025-08-14 | 13F | Colony Group, LLC | 40 983 | −2,40 | 2 571 | 4,60 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 4 438 | 0,16 | 0 | |||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 1 076 | 0,00 | 69 | 9,68 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 3 665 | 0,00 | 230 | 7,01 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3 969 781 | 12,74 | 249 065 | 20,83 | ||||
2025-08-15 | 13F | Puff Wealth Management, Llc | 8 885 | 0,08 | 557 | 7,32 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 112 087 | −72,12 | 7 032 | −70,12 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 11 306 | −14,31 | 709 | −3,01 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 18 363 | −1,99 | 1 152 | 5,11 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 14 778 | 66,06 | 865 | 64,45 | ||||
2025-07-17 | 13F | Walker Asset Management, LLC | 19 900 | 0,00 | 1 249 | 7,22 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 12 276 | 10,18 | 770 | 18,10 | ||||
2025-07-29 | 13F | ODonnell Financial Services, LLC | 186 910 | 2,94 | 11 727 | 10,32 | ||||
2025-08-04 | 13F | Assetmark, Inc | 142 115 | 119,21 | 8 916 | 134,94 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 7 074 097 | 15,66 | 442 526 | 23,92 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 56 445 | −0,18 | 3 541 | 6,53 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 6 446 | −0,05 | 404 | 7,16 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 990 | −1,80 | 250 | 5,49 | ||||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 57 296 | −1,42 | 3 595 | 5,64 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 158 580 | −5,10 | 9 531 | 1,49 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 952 | −13,61 | 373 | −7,44 | ||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 8 940 | −8,31 | 561 | −1,75 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 3 903 | 0,18 | 245 | 7,02 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 31 046 | 1 948 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 274 842 | 26,98 | 17 244 | 36,08 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 604 | 123,34 | 665 | 140,07 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 122 | 8 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 228 237 | 3,65 | 14 320 | 12,07 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 4 988 | 0,79 | 313 | 7,96 | ||||
2025-08-13 | 13F | Keystone Financial Group | 36 309 | −7,33 | 2 278 | −0,65 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 7 495 | −14,05 | 470 | −7,84 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 20 308 | 1,84 | 1 274 | 9,17 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 31 529 | −2,81 | 1 978 | 4,16 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 13 857 | −0,72 | 869 | 6,36 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 5 345 | −42,77 | 339 | −33,73 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 21 562 | 3,40 | 1 353 | 10,82 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 545 512 | 2,29 | 34 225 | 9,63 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 106 077 | 156,89 | 6 621 | 180,67 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 322 | −13,44 | 20 | −4,76 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 8 986 | 4,05 | 564 | 11,49 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 652 | 0,46 | 41 | 5,26 | ||||
2025-08-15 | 13F | Morgan Stanley | 16 851 576 | 0,77 | 1 057 268 | 8,00 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 228 | 10,14 | 14 | 16,67 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 83 835 | 0,94 | 5 260 | 8,17 | ||||
2025-07-16 | 13F | EdgeRock Capital LLC | 35 937 | 0,79 | 2 244 | 7,52 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 7 901 | 1,46 | 496 | 8,79 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 724 | 20,67 | 45 | 28,57 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | −100,00 | 0 |
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