Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF inkluderar Ashton Thomas Securities, Llc, Western Wealth Management, LLC, Tsfg, Llc, Foronjy Financial Llc, Allen Investment Management LLC, Susquehanna International Group, Llp, Security Financial Services, INC., Bulwark Capital Corp, WealthPlan Investment Management, LLC, Redwood Investment Management, Llc, Lloyd Advisory Services, LLC., Evolution Wealth Management Inc., Tradewinds, LLC., Milestones Private Investment Advisors LLC, Del-Sette Capital Management, LLC, Verus Capital Partners, Llc, Thurston, Springer, Miller, Herd & Titak, Inc., Simplicity Wealth,LLC, Aqr Capital Management Llc, och Investor's Fiduciary Advisor Network, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 8 221 | 0,50 | 428 | 13,83 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 230 328 | 1,94 | 12 000 | 15,42 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 15 074 | 18,62 | 785 | 34,42 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 8 758 | 3,73 | 456 | 17,53 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 44 894 | 918,70 | 2 339 | 1 057,43 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 753 | 91 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 67 088 | 91,20 | 3 495 | 116,54 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 19 015 | 109,79 | 991 | 137,41 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 126 429 | 71,35 | 6 587 | 93,99 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 12 443 | 25,51 | 648 | 42,11 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 6 303 | 328 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 44 153 | 0,37 | 2 300 | 13,64 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 19 180 | 44,09 | 1 034 | 68,79 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 603 | 31 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 6 438 | 0,89 | 335 | 14,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 44 576 | 8,62 | 2 322 | 22,99 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 15 569 | 811 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 683 314 | 62,69 | 35 601 | 84,19 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 3 843 | 200 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 322 492 | 48,91 | 16 802 | 68,58 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1 346 | 109,66 | 70 | 141,38 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 4 278 | 231 | ||||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1 360 928 | 7,36 | 70 904 | 21,54 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 200 | 10 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 15 908 | 18,55 | 829 | 34,20 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4 042 | 211 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 150 305 | 44,59 | 7 831 | 63,67 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 12 433 | 1,95 | 648 | 15,33 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 46 476 | 0,50 | 2 421 | 13,77 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 27 584 | 25,02 | 1 437 | 41,58 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 203 | 3,08 | 63 | 16,98 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 22 335 | 0,85 | 1 164 | 14,13 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 108 | 11,34 | 6 | 25,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 803 253 | 1,71 | 562 849 | 15,14 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 168 765 | 1 632,88 | 8 793 | 1 862,50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 8 729 | 68,94 | 455 | 91,56 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 4 170 | 217 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 118 | 0 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 8 896 | 464 | ||||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 5 000 | 261 | ||||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 30 937 | 62,16 | 1 612 | 83,69 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 75 189 | 52,58 | 4 052 | 78,69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 464 746 | 32,02 | 128 413 | 49,46 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 12 238 | 56,88 | 657 | 84,79 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 11 081 | 0,95 | 577 | 14,26 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 60 952 | 42,00 | 3 176 | 61,33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 25 640 | 222,27 | 1 336 | 264,75 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 26 740 | 71,04 | 1 393 | 93,74 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 19 015 | 991 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 719 865 | 1 645,51 | 37 505 | 1 873,89 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4 831 | 24,35 | 252 | 41,01 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 98 648 | 2,86 | 5 140 | 16,45 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 51 454 | 28,50 | 2 681 | 45,49 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 11 689 | 7,70 | 609 | 21,84 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2 682 223 | 85,00 | 139 744 | 109,44 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 253 078 | 50,51 | 13 185 | 69,58 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 2 000 | 104 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 13 528 | 0,92 | 705 | 14,29 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 186 806 | 60,71 | 9 733 | 81,94 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 322 811 | 25,38 | 16 818 | 41,95 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33 711 | 21,28 | 1 756 | 37,29 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 11 245 | 143,61 | 586 | 175,94 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 142 | 7 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 14 777 | 42,53 | 796 | 66,67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 597 | 292 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 57 300 | 2 985 | |||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 8 507 | 46,98 | 443 | 66,54 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 767 771 | 8,36 | 92 100 | 22,68 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 360 | 19 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 19 548 | 1 018 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 258 | 222 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5 186 | 270 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9 242 | 482 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 22 953 | 1,19 | 1 196 | 14,57 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 101 435 | 1,39 | 5 285 | 5,72 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 645 | 138 | ||||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 88 173 | 84,04 | 4 594 | 108,39 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 10 341 | 10,55 | 540 | 25,06 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 299 364 | 3,41 | 15 597 | 17,07 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 13 896 | 98,23 | 724 | 124,84 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 171 132 | 5,60 | 8 916 | 19,55 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 532 836 | 0,06 | 27 761 | 13,28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 16 562 | 9,90 | 863 | 24,39 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 5 712 | 298 | ||||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 21 140 | 22,83 | 1 101 | 39,02 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 12 | 1 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 581 964 | 105,64 | 30 320 | 133,68 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 100 600 | 721,22 | 5 241 | 830,91 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 930 | 16,98 | 43 | 16,67 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 26 | 1 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11 383 | 67,03 | 593 | 89,46 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 259 | 13 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 555 497 | 2,69 | 28 941 | 16,26 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 26 876 | 1 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 11 | 1 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 38 568 | 2 009 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 10 005 | 0,62 | 521 | 14,00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 7 331 | 382 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 16 355 | 122,67 | 852 | 152,07 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21 914 | 39,59 | 1 142 | 58,03 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 6 972 | 45,34 | 363 | 65,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 38 | 2 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11 400 | 35,71 | 525 | 25,06 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 188 | 0,69 | 166 | 14,48 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4 620 | 241 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 12 626 | 0,16 | 658 | 13,28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 55 290 | 10,87 | 2 881 | 25,54 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 9 660 | 2,22 | 503 | 15,90 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 242 | 943,70 | 65 | 1 180,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 96 021 | 5 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 37 104 | 42,82 | 1 933 | 61,76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 26 276 | 35,98 | 1 369 | 53,88 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 31 296 | 0,01 | 1 631 | 13,19 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 10 693 | 14,84 | 557 | 30,14 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 35 891 | 64,92 | 1 934 | 93,21 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 20 000 | 1 042 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 53 676 | 4,68 | 2 797 | 18,52 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 295 131 | 0,18 | 119 576 | 13,42 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 16 754 | 53,73 | 873 | 74,05 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 17 493 | 49,33 | 911 | 69,02 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 74 | 4 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10 434 | 20,01 | 544 | 35,75 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 29 180 | 58,72 | 1 536 | 81,44 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 35 795 | 12,55 | 1 865 | 27,41 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 140 585 | 77,98 | 7 324 | 101,54 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 580 | 507,69 | 82 | 636,36 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 77 821 | 59,73 | 4 054 | 86,39 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 699 173 | 100,54 | 36 427 | 127,04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 475 445 | 50,62 | 24 657 | 70,37 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 8 678 | 452 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 23 264 | 47,79 | 1 212 | 67,40 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 75 299 | 14,22 | 3 923 | 29,34 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 90 282 | 5,25 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 994 | 4,22 | 416 | 18,18 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 735 | 0,27 | 38 | 15,15 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 4 619 | 1,16 | 241 | 14,29 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 237 | 0,71 | 377 | 14,24 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 84 042 | 54,61 | 4 379 | 75,05 | ||||
| 2025-08-14 | 13F | Ackerman Asset Management, LLC | 80 835 | 3,93 | 4 212 | 17,66 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 740 907 | 1,63 | 90 701 | 15,06 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 151 238 | 11,81 | 7 880 | 26,59 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 8 678 | 452 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 145 | 45,00 | 8 | 75,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 142 853 | 4,02 | 7 443 | 17,75 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 208 | |||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 80 351 | 37,02 | 4 186 | 55,15 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 5 474 | 19,44 | 285 | 35,71 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 25 968 | 59,95 | 1 367 | 82,86 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 143 441 | 33,76 | 7 473 | 51,43 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 7 552 | 393 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 136 616 | 7 118 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 504 | 70,27 | 26 | 100,00 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 24 764 | 23,26 | 1 140 | 13,56 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9 660 | 6,76 | 503 | 20,91 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 15 200 | 84,74 | 792 | 109,26 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1 513 | 79 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 6 400 | 333 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 9 350 | 485 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 49 942 | 2 602 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 3 780 | 206 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15 103 | 0,69 | 787 | 13,91 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 258 773 | 2,00 | 65 582 | 15,47 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 6 099 | 32,82 | 318 | 50,24 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 21 298 | 100,24 | 1 110 | 126,79 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 338 | 19 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 37 752 | 9,84 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 71 382 | 11,61 | 3 719 | 26,37 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 166 | 9 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8 148 | 424 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 630 288 | 18,34 | 32 838 | 33,98 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 16 120 | 7 919,90 | 840 | 9 222,22 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 48 736 | 2 539 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 17 185 | 86,19 | 895 | 111,08 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 8 117 | 423 | ||||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 59 529 | 90,80 | 3 101 | 116,10 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 18 689 | 5,83 | 974 | 19,83 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 64 049 | 597,63 | 3 337 | 690,52 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 210 218 | 14,84 | 10 952 | 30,01 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6 839 | 3,25 | 356 | 17,11 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4 586 | 0,09 | 240 | 14,29 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 44 | 2 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 9 865 | 1 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 821 | 0,12 | 43 | 13,51 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 641 | 12,14 | 506 | 32,81 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 141 | 9,30 | 7 | 40,00 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 3 436 306 | 3 414 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 101 042 | 5 264 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 7 087 | 54,74 | 369 | 75,71 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 135 862 | 4,23 | 7 078 | 18,01 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 19 586 | 54,96 | 1 020 | 75,56 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 853 | 13,26 | 97 | 28,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 167 415 | 37,50 | 8 722 | 55,67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 250 | 65 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 25 980 | 5,91 | 1 196 | −2,45 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 629 | 230,67 | 502 | 273,88 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 65 279 | 1,87 | 3 401 | 15,37 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 45 348 | 10,40 | 2 363 | 24,97 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 119 509 | 35,69 | 6 | 50,00 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 50 853 | 55,93 | 2 649 | 76,60 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 15 447 | 805 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 326 617 | 17,65 | 69 117 | 33,19 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 60 | 3 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 19 055 | 8,88 | 993 | 23,23 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 4 120 | 215 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 20 629 | 23,92 | 1 075 | 40,21 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 11 700 | 610 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 973 | 140,84 | 51 | 177,78 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 38 537 | 0,78 | 2 008 | 14,10 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 345 272 | 1,71 | 17 989 | 15,15 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 100 955 | 2,14 | 5 260 | 15,63 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 8 161 | 50,07 | 425 | 70,00 | ||||
| 2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 7 200 | 9,51 | 375 | 24,17 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 194 724 | 12,61 | 10 145 | 27,50 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 22 838 | 312,09 | 1 190 | 366,27 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 732 530 | 38,70 | 90 265 | 57,03 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 122 335 | 221,40 | 6 584 | 278,61 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 234 611 | 16,18 | 12 223 | 31,53 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 10 762 | 1,01 | 561 | 13,82 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 5 085 | 265 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 19 630 | 5,98 | 1 023 | 19,95 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 62 567 | 3 260 | ||||||
| 2025-08-08 | 13F | Creative Planning | 35 057 | 6,36 | 1 826 | 20,45 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 245 428 | 8,75 | 13 219 | 17,23 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 8 164 | 57,51 | 425 | 78,57 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 4 992 | 0,20 | 260 | 13,54 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 464 075 | 2,57 | 128 378 | 16,12 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 7 649 | 66,43 | 399 | 88,63 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 482 525 | 19,53 | 25 | 38,89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 218 162 | 31,68 | 11 366 | 49,08 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 397 | 43 870,00 | 229 | |||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 83 827 | 142,08 | 4 367 | 174,14 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4 128 | 215 | ||||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 23 335 | 1 216 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 11 553 | 0,79 | 602 | 14,04 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13 006 | 678 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 19 133 | 13,63 | 997 | 28,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 331 025 | 14,04 | 17 246 | 18,93 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8 415 | 0,72 | 438 | 14,06 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 80 485 | 69,55 | 4 193 | 91,99 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 409 572 | 5,82 | 21 339 | 19,80 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 201 204 | 4 570,47 | 10 483 | 5 193,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 563 783 | 9,01 | 185 673 | 23,41 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 58 581 | 9,38 | 3 052 | 23,86 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 16 761 | 50,86 | 873 | 70,84 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 68 936 | 11,67 | 3 592 | 26,44 | ||||
| 2025-08-07 | 13F | Allen Investment Management LLC | 61 636 | 3 211 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10 273 | 648,76 | 535 | 749,21 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 125 795 | 8,56 | 6 554 | 22,90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 89 186 | 2,42 | 4 647 | 15,95 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11 225 | 7,50 | 585 | 21,67 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 75 660 | 4,01 | 3 942 | 17,75 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 15 277 | 49,58 | 796 | 69,15 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 536 | 151,80 | 80 | 185,71 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 318 090 | 792,46 | 14 639 | 17,43 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 9 512 | 6,03 | 496 | 20,15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 867 532 | 25,81 | 149 398 | 42,43 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3 930 | 205 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 022 | 262 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 185 500 | 53,30 | 9 665 | 73,56 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 477 174 | 2,33 | 24 861 | 15,85 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 15 961 | 832 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 333 341 | 7,87 | 69 467 | 22,13 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 4 999 | 260 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 123 060 | 3,88 | 6 411 | 17,61 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15 787 | 226,38 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 133 028 | 131,26 | 6 931 | 161,81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 283 259 | 1 062,47 | 14 758 | 1 216,41 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 9 652 | 96,62 | 503 | 123,11 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11 650 | 40,72 | 607 | 59,06 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 53 014 | 89,68 | 2 762 | 114,77 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 246 814 | 6,61 | 12 859 | 20,71 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 23 119 | 1 204 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22 220 | 18,37 | 1 158 | 34,07 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20 608 | 5,99 | 1 074 | 20,02 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 663 | 35 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 16 151 | 70,33 | 842 | 92,68 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 094 | 82,72 | 109 | 109,62 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 127 | 36,77 | 59 | 56,76 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 36 469 | 4,91 | 1 900 | 18,82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 42 928 | 1,37 | 2 237 | 14,78 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 6 002 | 1,01 | 313 | 14,29 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 13 455 | 0,25 | 701 | 13,61 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 527 918 | 59,45 | 27 505 | 80,52 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 53 194 | 33,53 | 2 771 | 51,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 172 699 | 9,19 | 61 097 | 23,61 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 51 942 | 68,91 | 2 706 | 91,24 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 36 232 | 329,03 | 1 888 | 386,34 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 66 446 | 3,43 | 3 462 | 17,08 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 157 264 | 71,88 | 8 | 100,00 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 10 161 | 48,14 | 529 | 67,94 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 81 137 | 24,77 | 4 227 | 41,28 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 10 177 | 21,04 | 530 | 37,31 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 033 | 210 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 25 256 | 33,20 | 1 316 | 50,80 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4 819 | 0,02 | 251 | 13,57 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 147 063 | 7 662 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 720 | 11,11 | 37 | 27,59 | ||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 65 424 | 51,21 | 3 409 | 71,17 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 6 188 | 322 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 566 | 10,98 | 30 | 26,09 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 68 298 | 1,47 | 3 536 | 14,18 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 299 338 | 1,27 | 15 596 | 14,65 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 24 889 | 56,50 | 1 297 | 77,29 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 339 | 382 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 10 666 | 21,88 | 556 | 38,06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 33 800 | 68,16 | 1 761 | 90,27 | |||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 8 100 | 422 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 6 200 | 30,33 | 323 | 47,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 5 700 | 14,00 | 297 | 28,70 | |||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 078 | 525 | ||||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 7 555 | 2,93 | 394 | 16,62 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 5 704 | 16,55 | 297 | 32,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 54 296 | 43,63 | 2 829 | 62,62 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 66 551 | 66,85 | 3 467 | 88,94 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 12 619 | 1 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 29 413 | 31,42 | 1 532 | 48,88 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 084 518 | 3,88 | 56 503 | 17,60 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 23 752 | 150,21 | 1 237 | 183,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 477 772 | 21,20 | 24 892 | 37,22 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 131 | 7 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 421 | 4,47 | 22 | 16,67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 19 554 | 48,14 | 1 019 | 67,71 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 791 | 248,46 | 41 | 310,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 791 812 | 3,59 | 41 | 17,14 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 504 830 | 277,91 | 26 302 | 327,87 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 566 664 | 6,42 | 81 250 | 19,73 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 629 | 6,79 | 502 | 11,33 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 526 | 52,85 | 653 | 72,94 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 18 211 | 949 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 7 | −88,24 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 950 | 7,14 | 102 | 21,69 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 11 068 | 52,96 | 605 | 79,23 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 107 362 | 6,79 | 6 | 25,00 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 118 806 | 0,81 | 6 190 | 14,13 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 17 975 | 1,45 | 936 | 14,85 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 943 | 205 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 58 094 | 118,98 | 3 027 | 148,03 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 351 | 15,22 | 383 | 30,38 |
