Grundläggande statistik
| Institutionella ägare | 476 total, 476 long only, 0 short only, 0 long/short - change of −2,45% MRQ |
| Genomsnittlig portföljallokering | 0.5444 % - change of −8,52% MRQ |
| Institutionella aktier (lång) | 175 235 421 (ex 13D/G) - change of −1,95MM shares −1,10% MRQ |
| Institutionellt värde (lång) | $ 5 881 667 USD ($1000) |
Institutionellt ägande och aktieägare
First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (US:SDVY) har 476 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 175,235,421 aktier. Största aktieägare inkluderar LPL Financial LLC, Morgan Stanley, Raymond James Financial Inc, Wells Fargo & Company/mn, Bank Of America Corp /de/, UBS Group AG, Royal Bank Of Canada, Cetera Investment Advisers, Capital Investment Advisors, LLC, and Stifel Financial Corp .
First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF (NasdaqGM:SDVY) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 8, 2025 is 38,30 / share. Previously, on September 9, 2024, the share price was 34,19 / share. This represents an increase of 12,02% 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
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.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 | 13F | CacheTech Inc. | 6 310 | 0,00 | 211 | −6,64 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 16 921 | −3,05 | 597 | 2,05 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 42 278 | 0,90 | 1 492 | 6,27 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 29 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 11 086 | 4,83 | 391 | 10,45 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1 610 | 0,00 | 57 | 5,66 | ||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 26 174 | 0,00 | 882 | 0,68 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 666 | 20,60 | 350 | 39,04 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2 139 | 0,00 | 75 | 5,63 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 3 376 574 | 8,99 | 119 126 | 14,78 | ||||
| 2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 788 | −54,21 | 28 | −52,63 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 421 640 | 4,09 | 14 875 | 9,62 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 17 714 | −0,88 | 625 | 4,35 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 200 | 0,00 | 7 | 16,67 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 71 975 | −29,80 | 2 539 | −26,06 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 19 015 | −64,75 | 671 | −62,92 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 6 788 | 4,90 | 239 | 10,65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 835 642 | 472,85 | 100 041 | 503,31 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 68 145 | 2,48 | 2 404 | 7,95 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 104 824 | 4,92 | 3 698 | 10,49 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 8 103 | −38,60 | 286 | −35,52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 357 793 | 29,32 | 13 | 33,33 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 51 269 | 48,95 | 1 809 | 56,81 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 586 154 | −15,47 | 20 694 | −10,95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 23 536 432 | 0,69 | 830 365 | 6,05 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 21 475 | 0,00 | 758 | 5,29 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 132 254 | 0,08 | 4 666 | 5,38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 65 522 | 6,78 | 2 312 | 12,46 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 92 724 | 4,18 | 3 271 | 9,73 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 39 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 247 589 | 20,65 | 8 735 | 27,06 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 387 258 | 40,02 | 13 662 | 47,46 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 9 | −95,38 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 6 867 | −9,18 | 242 | −4,35 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 47 779 | 3,30 | 1 686 | 8,78 | ||||
| 2025-05-14 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 18 666 | −91,39 | 659 | −90,94 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 89 447 | −13,05 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 890 125 | −1,33 | 102 | 3,06 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 198 | 7 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 181 321 | −2,14 | 6 397 | 3,08 | ||||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 67 898 | 6,49 | 2 395 | 12,18 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 860 | 0,35 | 30 | 7,14 | ||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 86 177 | 26,72 | 2 887 | 18,42 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 417 055 | 1,51 | 14 714 | 6,90 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 111 593 | 8,37 | 3 937 | 14,15 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9 024 | −98,21 | 318 | −98,11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 41 112 | 0,82 | 1 450 | 1,68 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 8 831 | 2,26 | 312 | 7,61 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 308 708 | −24,80 | 10 891 | −20,80 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 128 748 | 19,05 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 22 817 | −0,78 | 805 | 4,42 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 92 943 | 9,32 | 3 279 | 15,13 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 60 058 | 3,50 | 2 119 | 9,01 | ||||
| 2025-07-17 | 13F | City Holding Co | 40 275 | 3,18 | 1 420 | 8,65 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 137 | 0,00 | 5 | 0,00 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 7 719 | 0,00 | 272 | 5,43 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 139 377 | 32,78 | 4 917 | 39,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 20 969 | −53,28 | 740 | −50,83 | ||||
| 2025-03-28 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 76 414 | 0,00 | 2 856 | 3,63 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 51 388 | −31,88 | 1 813 | −28,29 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 599 077 | −7,22 | 21 135 | −2,29 | ||||
| 2025-04-16 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 25 561 | −11,53 | 902 | −6,72 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 80 708 | 3,23 | 2 954 | 16,54 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1 200 | 42 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 122 183 | 13,22 | 4 311 | 19,23 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 27 684 | 82,68 | 977 | 92,50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3 463 545 | −0,46 | 122 195 | 4,83 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 974 264 | −5,06 | 104 932 | −0,01 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 5 786 141 | −1,82 | 204 135 | 3,39 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 51 584 | 10,53 | 1 820 | 16,38 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 33 632 | 47,21 | 1 187 | 55,03 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8 368 | 0,22 | 295 | −67,04 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 43 738 | −1,17 | 1 543 | 4,12 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 357 | −39,18 | 0 | |||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 8 870 | 0,00 | 313 | 5,05 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 3 050 | −32,97 | 110 | −28,76 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 5 996 | 212 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 8 196 | −6,83 | 289 | −1,70 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 82 114 | −3,92 | 2 897 | −5,42 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 65 515 | 2,46 | 2 311 | 7,89 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 6 719 | 0,00 | 237 | 5,33 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 120 784 | 58,98 | 4 261 | 56,48 | ||||
| 2025-04-29 | 13F | Onyx Bridge Wealth Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 8 178 | 0,00 | 289 | 5,49 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 6 184 | 67,86 | 218 | 77,24 | ||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 55 249 | 33,31 | 1 949 | 40,42 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 924 | 0,00 | 33 | 6,67 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21 484 | 8,88 | 772 | 16,27 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 972 146 | 6,45 | 140 137 | 12,11 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 92 965 | −41,16 | 3 280 | −38,05 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 41 034 | 7,43 | 1 448 | 13,14 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 327 | 37,97 | 12 | 57,14 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 84 821 | −9,73 | 2 992 | −4,93 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 45 340 | −3,00 | 1 600 | 2,17 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 49 853 | 1,86 | 1 759 | 7,26 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 10 952 | −0,16 | 386 | 5,18 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 10 239 | −27,88 | 361 | −24,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 39 840 | −5,71 | 1 406 | −0,71 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 046 | −3,37 | 143 | 1,43 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 14 424 | 16,52 | 509 | 26,05 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 19 713 398 | 1,23 | 695 489 | 6,61 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 790 | −15,41 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 953 881 | −35,60 | 33 653 | −32,18 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 287 565 | −4,20 | 10 145 | 0,90 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 698 | 109,23 | 413 | 120,32 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 348 | 48 | ||||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 22 465 | −6,83 | 793 | −1,86 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 30 776 | 0,66 | 1 086 | 5,96 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 269 | 15,76 | 362 | 22,30 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 8 725 | 0,00 | 308 | 5,14 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 13 317 | −9,33 | 470 | −4,67 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 30 655 | −13,39 | 1 081 | −8,78 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10 | −94,12 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 1 028 128 | 2,56 | 36 272 | 8,01 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 72 137 | 465,78 | 2 545 | 495,78 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 13 062 | 12,53 | 461 | 18,56 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 2 720 | −41,05 | 96 | −38,31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 218 141 | 19,89 | 7 696 | 26,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 667 902 | 40,56 | 23 584 | 48,64 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5 276 231 | 5,46 | 186 145 | 11,06 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 323 576 | 5,61 | 11 416 | 11,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 972 064 | −9,55 | 422 374 | −4,74 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 188 174 | −71,34 | 6 468 | −68,57 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 24 046 | 0,13 | 848 | 5,47 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 21 831 | −1,37 | 770 | 3,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 514 | 13,83 | 794 | 19,94 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 77 575 | −0,89 | 2 781 | 6,10 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 48 337 | −88,58 | 1 705 | −87,98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 | 0 | ||||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 102 815 | 0,73 | 3 627 | 6,08 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 25 158 | 11,26 | 888 | 17,17 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 24 769 | −5,19 | 874 | −0,23 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 3 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 7 300 | 0,00 | 258 | 5,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 97 649 | 56,59 | 3 445 | 54,14 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 587 932 | −6,85 | 20 742 | −1,89 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 576 | 20 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 117 181 | 10,11 | 4 134 | 15,99 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 205 395 | 1,99 | 7 246 | 7,41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 290 064 | 653,00 | 10 233 | 695,72 | ||||
| 2025-04-30 | 13F | OMNI 360 Wealth, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 22 805 | −0,90 | 805 | 4,42 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 502 386 | −16,30 | 17 724 | −11,85 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 7 616 | 269 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 54 115 | −13,00 | 1 909 | −8,35 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 68 033 | 0,13 | 2 400 | 5,45 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 59 374 | 0,33 | 2 095 | 5,12 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 53 757 | 1 897 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 154 981 | 15,42 | 5 468 | 21,54 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 389 744 | 4,07 | 13 750 | 9,60 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 370 | −19,41 | 436 | −15,18 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 8 848 | 18,96 | 312 | 25,30 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 160 097 | −11,47 | 5 648 | −6,77 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 59 001 | 1,24 | 2 082 | 6,61 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 60 755 | 339,14 | 1 978 | 299,39 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 74 917 | 0,00 | 2 510 | 0,00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 252 | 0,00 | 44 | 7,32 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 220 | 0,00 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 378 | 0,00 | 13 | 8,33 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 80 066 | 4,56 | 2 825 | 10,10 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 122 024 | −6,37 | 4 305 | −1,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 440 289 | 8,31 | 15 533 | 14,06 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 30 663 | 118,63 | 1 | |||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 42 936 | 1,73 | 1 515 | 7,60 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 555 | −45,29 | 56 | −42,11 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 534 | 231 | ||||||
| 2025-05-15 | 13F | Paragon Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | 0 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 131 226 | 28,41 | 4 630 | 35,23 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7 269 | 0,33 | 256 | 5,79 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 22 210 | 0,00 | 784 | 5,24 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 7 213 | 0,04 | 254 | 5,39 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 59 920 | 7,97 | 2 114 | 13,66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20 231 | 21,50 | 714 | 28,01 | ||||
| 2025-05-15 | 13F | IronBridge Private Wealth, LLC | 66 734 | −11,47 | 2 236 | −17,28 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 474 | 52 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 551 | 0 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 1 200 | 0,00 | 42 | 5,00 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 57 031 | −0,19 | 2 | 100,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5 300 | 0,00 | 187 | 5,08 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 58 292 | 1,30 | 2 057 | 6,69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 368 711 | 189,95 | 13 008 | 205,42 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 114 963 | 8,31 | 4 056 | 14,06 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 27 514 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 14 022 | −89,58 | 495 | −89,04 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 90 577 | 3,56 | 3 196 | 9,08 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 12 726 | 449 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 207 167 | 0,00 | 7 309 | 5,30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 508 235 | 15,68 | 17 931 | 21,83 | ||||
| 2025-08-14 | 13F | Betterment LLC | 38 894 | 52,53 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 297 205 | 2,66 | 10 485 | 8,12 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 74 | 3 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 226 | 8 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 264 590 | 26,76 | 9 335 | 33,50 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 412 | −4,63 | 14 | −13,33 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 609 | 2,07 | 304 | 7,45 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 18 016 | −4,07 | 636 | 0,95 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 17 339 | −23,78 | 612 | −19,82 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 26 446 | 0,71 | 933 | 6,14 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 29 472 | 32,39 | 1 040 | 39,46 | ||||
| 2025-07-16 | 13F | American National Bank | 420 | 15 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 18 429 | 3,22 | 650 | 8,70 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 166 882 | 30,97 | 5 888 | 37,93 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 11 301 | 8,34 | 399 | 14,04 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 370 | 0,00 | 13 | 8,33 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 57 510 | 8,80 | 2 029 | 14,58 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 178 088 | −17,26 | 6 283 | −12,87 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 19 276 | −14,76 | 680 | −10,17 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 492 | 15,65 | 370 | 22,11 | ||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 92 680 | 3 288 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 199 | 0,00 | 42 | 0,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 92 821 | −0,96 | 3 275 | 4,30 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12 365 | 55,65 | 436 | 63,91 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12 245 | 432 | ||||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 13 | 0 | ||||||
| 2025-05-12 | 13F | Prasad Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 528 | 54 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 371 783 | −15,20 | 83 676 | −10,70 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 43 808 | −21,74 | 1 546 | −17,60 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 115 133 | 10,67 | 4 062 | 16,53 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 38 700 | 1 365 | ||||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 962 | 34 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 104 | 215 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 598 480 | 2,43 | 91 674 | 7,87 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 38 665 | −0,08 | 1 364 | 5,25 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 21 258 | 25,65 | 750 | 32,33 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 721 425 | 20,46 | 25 452 | 26,86 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 36 041 | −0,41 | 1 272 | 4,87 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 15 182 | 20,99 | 536 | 27,38 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 271 747 | −8,65 | 9 587 | −3,79 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 15 862 | 75,14 | 560 | 84,49 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 22 530 | 0,00 | 755 | 0,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 19 136 | 675 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 266 | 0,00 | 45 | 4,76 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 30 319 | 106,27 | 1 070 | 117,28 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 614 179 | 5,06 | 57 | 9,80 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 358 188 | 5,14 | 12 637 | 10,73 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 324 002 | 16,00 | 11 431 | 22,15 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 48 440 | 51,73 | 1 709 | 59,78 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14 098 | 4,61 | 497 | 10,20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 575 263 | −10,25 | 20 968 | −2,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 69 402 | 2 448 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 10 355 | 0,49 | 365 | 5,80 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 44 454 | 1 611 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9 471 | 2 128,47 | 334 | 2 285,71 | ||||
| 2025-08-14 | 13F | Comerica Bank | 87 635 | −11,62 | 3 092 | −6,93 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 11 588 | 13,63 | 418 | 21,22 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 13 753 | 0,84 | 485 | 6,36 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 722 | 14,95 | 61 | 20,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 36 188 | 15,69 | 1 212 | 8,12 | ||||
| 2025-08-13 | 13F | Breakthru Advisory Services, Llc | 216 531 | 0,00 | 7 254 | 0,00 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 27 092 | 6,92 | 956 | 12,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58 630 | 16,42 | 2 068 | 22,58 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 6 033 | 213 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 177 222 | 1,98 | 6 252 | 7,40 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 9 921 | 5,07 | 350 | 10,44 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 58 517 | 0,31 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11 508 | 4,75 | 406 | 3,31 | ||||
| 2025-08-08 | 13F | Creative Planning | 9 390 | 31,88 | 331 | 39,08 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 90 660 | 264,70 | 3 198 | 284,38 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 227 920 | 5,80 | 8 041 | 11,43 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 70 174 | 2,90 | 2 527 | 10,60 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 946 | 18,28 | 880 | 24,65 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 70 306 | −26,92 | 2 480 | −23,03 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 44 246 | 6,98 | 1 561 | 5,26 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 60 121 | 2 121 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 28 257 | −80,64 | 997 | −79,63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32 567 | 120,90 | 1 149 | 132,86 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 86 685 | 5,02 | 3 058 | 10,60 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 48 472 | −47,63 | 1 710 | −44,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 14 922 | 4,39 | 526 | 10,04 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 23 435 | −8,88 | 1 | |||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 40 943 | −50,16 | 1 444 | −47,51 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 169 391 | 2,79 | 5 976 | 8,26 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 18 659 | −8,67 | 658 | −3,80 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 83 736 | 11,93 | 2 954 | 17,88 | ||||
| 2025-04-23 | 13F | Ferguson Shapiro LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 7 575 | −18,90 | 267 | −14,42 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 5 910 | −64,62 | 209 | −62,79 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 34 735 | 28,61 | 1 225 | 35,51 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 276 140 | 12,55 | 9 742 | 18,53 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 28 856 | −5,02 | 1 018 | 0,10 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 307 056 | −28,57 | 10 833 | −24,78 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 45 383 | 11,81 | 1 601 | 17,81 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 36 937 | −5,60 | 1 303 | −0,53 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 109 078 | −6,32 | 3 848 | −1,33 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 535 | 31,55 | 266 | 38,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 744 843 | 11,15 | 96 848 | 17,05 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 17 225 | 14,90 | 608 | 20,92 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 36 704 | 0,56 | 1 295 | 5,89 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 6 808 | 245 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 52 787 | 1,60 | 1 862 | 7,01 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 213 476 | −11,77 | 7 531 | −7,08 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 1 972 | −89,43 | 70 | −88,96 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 31 | 0,00 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 127 804 | −0,99 | 4 509 | 4,26 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 40 287 | −4,98 | 1 421 | 0,07 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 197 707 | −47,65 | 6 975 | −44,87 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 67 871 | −20,77 | 2 440 | −14,99 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 8 806 | −10,08 | 311 | −5,49 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 82 343 | −0,81 | 2 905 | 4,50 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 70 270 | −11,08 | 2 479 | −6,35 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17 242 | 608 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 18 761 | 15,95 | 662 | 21,96 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2 047 | 0,00 | 72 | 5,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 939 333 | 29,85 | 68 420 | 36,75 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 952 | 120,88 | 34 | 135,71 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 20 967 | 40,43 | 740 | 38,13 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 850 | 13,98 | 171 | 20,42 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 58 260 | 7,47 | 2 055 | 13,16 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 9 526 | 0,00 | 336 | 5,33 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 8 250 | 0,00 | 291 | 5,43 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 52 207 | 0,55 | 1 842 | 5,87 | ||||
| 2025-05-01 | 13F | Kerntke Otto McGlone Wealth Management Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 399 417 | 7,42 | 14 091 | 13,14 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 267 448 | 10,81 | 9 436 | 16,70 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 270 260 | 3,54 | 9 535 | 9,03 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 394 835 | −29,15 | 13 930 | −25,39 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 132 | −79,69 | 5 | −80,95 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2 747 396 | 3,02 | 96 928 | 8,50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 93 263 | 8,21 | 3 290 | 13,96 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 127 274 | −9,48 | 4 490 | −4,67 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 10 129 | 0,76 | 357 | 6,25 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 74 422 | −19,55 | 2 626 | −15,27 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 28 224 | 1,40 | 996 | 6,76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 257 560 | 19,50 | 9 087 | 25,84 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 207 117 | 3,01 | 7 307 | 8,49 | ||||
| 2025-04-29 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 800 | 0,00 | 28 | 7,69 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28 879 | 6,79 | 1 019 | 12,36 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 14 501 | 2,02 | 512 | 7,35 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 779 069 | 1,92 | 27 | 8,00 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 28 320 | 8,66 | 1 032 | 27,09 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 22 986 | 7,09 | 811 | 12,66 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 558 478 | 5,70 | 19 703 | 11,32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 305 901 | 2,90 | 46 072 | 8,37 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 35 439 | 1 250 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 680 | 7,09 | 457 | 15,15 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 129 779 | 2,42 | 4 579 | 7,87 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 8 425 | −6,16 | 297 | −1,00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Stegent Equity Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 949 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 101 325 | −18,86 | 3 575 | −14,56 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 14 658 | −67,53 | 527 | −63,27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 234 479 | 0,57 | 8 272 | 5,92 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 16 883 | 10,49 | 596 | 16,44 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 20 272 | 0,75 | 715 | 6,08 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 90 145 | −1,52 | 3 180 | 3,72 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 202 011 | −3,31 | 7 127 | 1,81 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 80 342 | 2 834 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 200 | 0,00 | 7 | 16,67 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 8 362 | 0,29 | 295 | 5,38 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 118 009 | 3,58 | 4 163 | 9,09 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25 853 | 8,70 | 912 | 14,57 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 135 445 | 9,60 | 4 778 | 15,44 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 137 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 13 750 | 108,52 | 498 | 93,77 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 179 762 | 6,15 | 6 342 | 11,79 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 126 939 | −33,63 | 4 478 | −30,11 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 5 500 | −12,14 | 194 | −7,18 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 191 104 | −62,43 | 6 742 | −60,44 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 650 888 | −3,30 | 22 963 | 1,84 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 303 184 | 2,89 | 10 696 | 8,36 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 7 555 | 0,31 | 267 | 5,56 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 73 100 | 3,87 | 2 579 | 9,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 401 958 | −5,15 | 225 861 | −0,11 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 20 368 | 7,05 | 719 | 12,72 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 108 990 | −1,47 | 3 845 | 3,78 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 223 | 0,00 | 290 | 5,45 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 130 277 | −2,22 | 4 596 | 2,98 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 66 426 | 3,86 | 2 344 | 9,38 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 86 879 | −5,70 | 2 910 | −11,90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 12 018 669 | −3,82 | 424 019 | 1,29 | ||||
| 2025-08-08 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 138 295 | 0,28 | 4 879 | 5,63 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 100 | 0,00 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 14 097 | −18,09 | 497 | −13,72 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 10 174 | −2,86 | 359 | 2,29 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 265 220 | −0,42 | 44 637 | 4,88 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 218 908 | 7 723 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 456 314 | 4,28 | 16 099 | 9,82 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 215 | 0,00 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 643 785 | −1,65 | 22 713 | 3,58 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 269 | 9 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 92 | 3 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28 610 | −0,13 | 1 | |||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 74 700 | −7,79 | 2 635 | −2,88 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10 260 | 2,92 | 362 | 8,41 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 346 245 | 1,18 | 12 216 | 6,55 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 101 952 | −14,99 | 3 597 | −10,48 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 23 967 | 846 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 96 442 | 14,47 | 3 402 | 20,55 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 16 631 | −30,58 | 598 | −20,82 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 146 001 | 1,94 | 5 151 | 7,34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 82 303 | 12,11 | 2 904 | 18,06 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 242 835 | −14,65 | 8 579 | −10,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 780 | −10,34 | 627 | −5,57 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 35 503 | 0,60 | 1 253 | 5,92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 701 789 | 3,50 | 24 759 | 9,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 11 916 | 0,02 | 420 | 5,26 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 260 865 | 43,41 | 9 203 | 51,04 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5 409 | 0,00 | 191 | 4,97 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6 372 | −5,40 | 225 | −0,44 | ||||
| 2025-04-17 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 831 | 206 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 38 931 | −1,84 | 1 373 | 3,39 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Meitav Dash Investments Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 172 601 | −8,38 | 6 089 | −3,50 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 30 660 | 1 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 50 070 | −6,82 | 1 766 | −1,89 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 623 | −35,90 | 57 | −32,14 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 306 485 | 22,04 | 10 813 | 28,53 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 88 431 | 3 120 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 114 297 | 27,92 | 4 032 | 34,71 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 560 714 | 103,18 | 19 782 | 113,96 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 26 092 | 73,28 | 921 | 82,54 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 29 910 | −36,41 | 1 055 | −33,02 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 6 976 | 0,35 | 246 | 6,03 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 11 465 | −1,37 | 404 | 3,86 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 16 473 | −21,72 | 585 | −17,16 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 32 900 | 1 161 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27 582 | 174,07 | 973 | 188,72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7 208 | 9,08 | 255 | 17,59 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27 281 | 962 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 237 668 | −0,68 | 79 | 4,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34 354 | 2,70 | 1 212 | 8,21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57 895 | 23,67 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 547 | 22,11 | 372 | 28,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 86 994 | −40,42 | 3 069 | −37,25 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 263 145 | 0,46 | 9 284 | 5,80 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 597 | −23,22 | 162 | −19,00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 297 | 0,00 | 10 | 11,11 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 12 425 | 34,69 | 438 | 41,75 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 44 246 | −10,88 | 1 561 | −6,13 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 32 583 | 11,90 | 1 150 | 17,85 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8 307 | 0 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 19 132 | 4,11 | 675 | 9,59 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 28 969 | 1,16 | 1 022 | 5,91 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8 203 | 11,50 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 117 647 | 10,19 | 4 151 | 16,05 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 14 492 | −0,75 | 511 | 4,50 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 48 462 | 10,87 | 1 710 | 16,73 | ||||
| 2025-04-25 | 13F | Convergence Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 72 649 | −3,72 | 2 563 | 1,42 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 53 156 | 26,27 | 1 875 | 32,98 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 34 742 | −11,73 | 1 226 | −7,06 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 306 468 | −12,88 | 46 092 | −8,25 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 129 580 | 9,54 | 4 572 | 22,68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 834 088 | 3,68 | 29 436 | 9,19 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 53 534 | 1 889 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 60 912 | −2,98 | 2 149 | 2,14 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 7 758 | 0,34 | 274 | 5,41 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 35 437 | 3,66 | 1 250 | 9,17 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 166 163 | −6,02 | 5 862 | −1,01 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 19 850 | −2,78 | 700 | 2,49 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 56 727 | 3,34 | 2 001 | 9,22 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 135 140 | −8,41 | 4 768 | −3,56 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 139 505 | 1,12 | 4 922 | 6,51 | ||||
| 2025-05-12 | 13F | Astor Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 408 309 | 8,83 | 14 411 | 14,59 | ||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 23 603 | −11,19 | 833 | −6,52 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 19 966 | −33,13 | 704 | −29,60 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 293 020 | 2,53 | 10 338 | 7,98 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 239 | 158 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 6 | −97,99 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 213 | 4 082,76 | 43 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 65 650 | −10,81 | 2 316 | −6,04 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 540 503 | 44,99 | 19 069 | 52,70 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 40 190 | 7,42 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 426 | 0,24 | 15 | 15,38 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 250 | 0,00 | 9 | 0,00 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 76 425 | 1,57 | 2 696 | 6,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 368 266 | −5,80 | 259 952 | −0,80 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 127 681 | 39,42 | 4 505 | 46,81 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 7 340 | −10,98 | 259 | −6,52 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 49 152 | 1,42 | 1 734 | 6,84 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 237 853 | −3,39 | 8 391 | 1,75 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 60 234 | 18,63 | 2 125 | 25,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 70 887 | 6,31 | 2 501 | 11,96 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 128 081 | 2,35 | 4 519 | 7,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 42 | 5,00 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 117 853 | 5,39 | 4 158 | 10,97 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 193 504 | −24,75 | 42 107 | −20,76 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 11 625 | −8,44 | 410 | −3,53 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 19 602 | 5,30 | 692 | 14,21 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 342 658 | 10,04 | 12 089 | 15,89 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 214 049 | 6,89 | 7 552 | 12,57 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 233 877 | 9,93 | 8 251 | 15,79 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 212 062 | 7 482 |
