Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF inkluderar Flagship Harbor Advisors, Llc, Bnp Paribas Arbitrage, Sa, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, EP Wealth Advisors, Inc., Maltin Wealth Management, Inc., Symphony Financial, Ltd. Co., Liberty Wealth Management Llc, LaSalle St. Investment Advisors, LLC, PKS Advisory Services, LLC, Cambridge Advisors Inc., Trust Co Of Toledo Na /oh/, Calton & Associates, Inc., Richmond Investment Services, LLC, Manufacturers Life Insurance Company, The, Evolution Wealth Management Inc., Curran Financial Partners, LLC, Betterment LLC, Moors & Cabot, Inc., Visionary Wealth Advisors, och Kovack Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 43 671 | 3 555 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 15 530 | 41,17 | 1 264 | 68,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 382 662 | 0,83 | 275 349 | 20,32 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 19 331 | 1 615 | ||||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 99 372 | 1,65 | 8 170 | 22,53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 973 | 27,22 | 568 | 34,36 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 45 020 | 4,63 | 3 665 | 24,88 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 136 895 | 4,82 | 11 143 | 25,09 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 3 045 | 248 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 19 252 | 29,37 | 1 567 | 54,38 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 7 587 | 3,04 | 1 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 429 556 | 5,60 | 35 | 25,93 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 48 482 | 8,09 | 3 946 | 29,00 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 6 920 | 563 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 14 048 | 6,12 | 1 144 | 26,72 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 99 714 | 21,01 | 8 117 | 44,41 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 18 178 | 1 480 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 10 473 | 103,75 | 853 | 143,43 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10 526 | 2,59 | 857 | 22,46 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 282 382 | 18,18 | 22 986 | 41,04 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 22 004 | 76,81 | 1 791 | 111,20 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 56 648 | 14,96 | 4 611 | 37,19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 77 800 | 4,48 | 6 | 20,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 30 614 | 44,47 | 2 492 | 72,39 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 47 142 | 146,74 | 3 837 | 194,47 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 3 399 | 10,93 | 277 | 32,69 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 39 629 | 16,41 | 3 226 | 38,89 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 52 173 | 3,83 | 4 247 | 23,90 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 202 | 261 | ||||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 5 621 | 16,18 | 458 | 38,48 | ||||
| 2025-08-14 | 13F | Comerica Bank | 33 608 | 21,41 | 2 736 | 44,86 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 6 964 | 567 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 528 956 | 5,18 | 43 039 | 25,45 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25 968 | 53,14 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 87 086 | 2,93 | 7 | 40,00 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 790 | 9,72 | 64 | 30,61 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 870 | 0,03 | 315 | 19,77 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 892 | 25,95 | 399 | 51,14 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 194 | 15,48 | 16 | 36,36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 116 360 | 1,09 | 9 472 | 20,63 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 64 315 | 2,60 | 5 235 | 22,46 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 5 774 | 470 | ||||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 3 941 | 6,08 | 321 | 26,48 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 35 884 | 9,11 | 2 921 | 30,18 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 21 061 | 0,45 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 64 017 | 135,94 | 5 211 | 181,62 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 941 | 53,90 | 239 | 83,85 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 8 163 | 3,04 | 694 | 23,53 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 310 079 | 33,56 | 25 242 | 59,39 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 112 | 102 | ||||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 4 143 | 16,05 | 337 | 38,68 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 100 | 8 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 43 289 | 4,83 | 3 524 | 25,11 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 271 | 0,08 | 103 | 19,77 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 41 112 | 7,07 | 3 346 | 27,76 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 59 224 | 9,89 | 4 821 | 31,12 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 31 856 | 4,43 | 2 821 | 32,89 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 24 043 | 8,92 | 1 957 | 30,03 | ||||
| 2025-08-14 | 13F | FIL Ltd | 59 190 | 4 828 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9 140 | 79,22 | 744 | 114,12 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 54 613 | 46,49 | 4 761 | 87,29 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 201 | 0 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 24 130 | 1 964 | ||||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 22 694 | 13,68 | 1 927 | 54,20 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 373 | 193 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 28 413 | 50,43 | 2 313 | 79,50 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 5 433 | 45,38 | 442 | 48,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 249 049 | 3,08 | 20 273 | 23,01 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 2 767 | 225 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 4 294 | 1,92 | 350 | 21,60 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6 841 | 3,23 | 557 | 23,28 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 11 126 | 0,01 | 906 | 19,39 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 549 | 23,07 | 1 591 | 46,91 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 13 735 | 2,61 | 1 118 | 22,34 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30 589 | 4,17 | 2 490 | 24,33 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 78 176 | 40,79 | 6 364 | 68,02 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4 270 | 348 | ||||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 14 381 | 7,91 | 1 171 | 28,71 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 3 651 | 297 | ||||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 50 014 | 5,34 | 4 071 | 25,73 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 10 | 1 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 120 | 0 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 18 289 | 81,87 | 1 489 | 117,23 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 30 928 | 450,42 | 3 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 551 559 | 12,67 | 44 897 | 34,45 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 48 115 | 22,10 | 3 917 | 45,74 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 16 941 | 8,07 | 1 379 | 29,00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 66 760 | 5 434 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 17 010 | 1,15 | 1 385 | 20,66 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 21 444 | 4 910,28 | 1 746 | 5 917,24 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 50 000 | 4 070 | ||||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 2 805 | 228 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 53 398 | 3,03 | 4 347 | 22,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 52 407 | 233,00 | 4 266 | 297,58 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 48 | 4 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 37 308 | 3,34 | 3 037 | 23,31 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 65 571 | 117,65 | 5 337 | 159,83 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 883 | 861,00 | 235 | 1 070,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 225 220 | 1,44 | 343 933 | 21,06 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 50 841 | 11,53 | 4 138 | 33,10 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 883 | 72 | ||||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 55 966 | 22,85 | 4 556 | 46,60 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 22 | 2 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37 025 | 17,91 | 3 012 | 40,16 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7 561 | 5,00 | 615 | 25,25 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 73 419 | 1,05 | 5 976 | 20,61 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 393 | 0,26 | 32 | 19,23 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 5 374 | 14,83 | 437 | 36,99 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 12 493 | 144,96 | 1 | |||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 26 767 | 101,86 | 2 179 | 140,93 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 125 | 10 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 49 695 | 0,16 | 4 045 | 19,53 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 152 503 | 4,73 | 12 414 | 24,98 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 97 533 | 290,02 | 7 939 | 365,63 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3 801 | 14,38 | 309 | 36,73 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 3 187 | 259 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 065 807 | 3,78 | 493 757 | 23,84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 898 235 | 10,43 | 73 | 32,73 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 242 | 198,77 | 20 | 280,00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 376 | 14,85 | 438 | 36,99 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 51 530 | 33,35 | 4 195 | 59,17 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 71 631 | 4,60 | 5 831 | 24,81 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 315 | 0 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 19 606 | 7,27 | 1 596 | 28,01 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 509 | 41 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 28 752 | 645,84 | 2 340 | 793,13 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 200 | 260 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 700 | 126,67 | 138 | 170,59 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 8 312 | 4,72 | 677 | 24,95 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 36 971 | 21,12 | 3 009 | 44,52 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 179 730 | 13,63 | 14 630 | 35,59 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 76 673 | 15,63 | 6 241 | 38,01 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 107 412 | 19,66 | 8 743 | 42,81 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1 134 | 3,00 | 92 | 22,67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 91 431 | 10,97 | 7 446 | 32,47 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 9 208 | 5,90 | 750 | 26,31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 9 502 | 31,32 | 773 | 56,80 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4 865 | 18,40 | 396 | 41,43 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7 538 | 8,73 | 614 | 29,87 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 8 125 | 661 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 380 641 | 4,12 | 112 384 | 24,26 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 36 288 | 19,13 | 2 954 | 42,18 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 582 | 5,04 | 292 | 25,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 231 | 10,30 | 100 | 31,58 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 6 000 | 488 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 810 | 22,51 | 310 | 46,23 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 175 579 | 7,92 | 14 292 | 28,79 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 821 | 74,40 | 311 | 108,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 467 | 14,18 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 55 359 | 2,91 | 4 506 | 22,81 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4 522 | 368 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 14 277 | 73,10 | 1 162 | 106,76 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 11 247 | 5,59 | 916 | 26,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 646 699 | 0,80 | 134 041 | 20,29 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 45 026 | 1,54 | 3 665 | 21,20 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 177 955 | 13,70 | 14 486 | 35,69 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 5 567 | 24,96 | 453 | 49,50 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8 355 | 1 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 47 645 | 27,96 | 3 878 | 52,74 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 366 | 30 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 59 | 5 | ||||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 35 824 | 277,97 | 2 444 | 234,66 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 528 | 16,85 | 369 | 39,39 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 19 383 | 2,73 | 1 578 | 22,63 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 51 599 | 31,16 | 4 200 | 56,54 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 8 746 | 1,24 | 712 | 20,71 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 16 | 1 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 289 793 | 2,84 | 23 589 | 22,67 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 29 485 | 8,45 | 2 400 | 29,45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 217 458 | 27,79 | 17 701 | 52,50 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 076 | 5,31 | 413 | 25,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 866 573 | 8,04 | 70 539 | 28,93 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 488 | 144,88 | 854 | 192,12 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 98 966 | 42,78 | 8 056 | 70,40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 53 565 | 1 243,15 | 4 360 | 1 502,94 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 19 749 | 68,84 | 1 608 | 101,63 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 54 251 | 4,18 | 4 416 | 24,32 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 500 | 8,70 | 41 | 29,03 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 3 326 | 3,65 | 271 | 23,85 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 6 870 | 0,81 | 559 | 20,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 31 306 | 30,39 | 2 548 | 55,65 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 2 765 | 225 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12 368 | 19,15 | 1 007 | 42,09 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5 225 | 425 | ||||||
| 2025-08-12 | 13F | Viawealth, Llc | 25 170 | 4,72 | 2 049 | 24,95 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5 178 | 4,86 | 422 | 25,30 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6 267 | 8,09 | 510 | 29,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55 507 | 0,53 | 4 680 | 24,27 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 13 429 | 7,38 | 1 093 | 28,14 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 23 508 | 1 914 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 26 652 | 2,92 | 2 169 | 22,82 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 13 839 | 14,10 | 1 127 | 20,56 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 13 498 | 10,77 | 1 099 | 17,06 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 6 677 | 3,86 | 544 | 23,97 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2 700 | 220 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 816 | 311 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 47 949 | 1,83 | 3 903 | 21,55 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 15 654 | 1 274 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 5 433 | 34,31 | 442 | 60,73 | ||||
| 2025-07-29 | 13F | Creekside Partners | 18 701 | 12,01 | 1 522 | 33,74 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 9 993 | 11,63 | 813 | 33,28 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 6 169 | 8,00 | 502 | 29,05 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 53 560 | 129,96 | 4 360 | 174,50 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5 335 | 44,19 | 434 | 72,22 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 225 119 | 9,15 | 18 | 28,57 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 22 686 | 124,61 | 1 897 | 179,79 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 35 865 | 1,87 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 232 | 100 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 034 | 2,57 | 410 | 22,09 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 14 401 | 54,57 | 1 172 | 84,57 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 56 503 | 12,19 | 4 599 | 33,89 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 2 511 | 204 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 65 159 | 13,07 | 5 304 | 34,94 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 50 497 | 8,34 | 4 110 | 29,29 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 653 750 | 53,82 | 53 215 | 83,58 |
