2025-08-15 |
13F |
Equitable Holdings, Inc.
|
|
|
|
494 |
23,50 |
599 |
21,50 |
|
2025-08-06 |
13F |
Wedbush Securities Inc
|
|
|
|
408 |
3,29 |
0 |
|
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
164 000 |
|
197 |
|
|
2025-08-11 |
13F |
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
3 886 |
|
4 714 |
|
|
2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
776 |
|
941 |
|
|
2025-07-17 |
13F |
Income Research & Management
|
|
|
|
355 |
|
431 |
|
|
2025-08-13 |
13F |
Alerus Financial Na
|
|
|
|
30 |
|
36 |
|
|
2025-07-29 |
NP |
ACVT - Advent Convertible Bond ETF
|
|
|
|
875 |
|
1 016 |
|
|
2025-07-31 |
13F |
Rational Advisors Llc
|
|
|
|
8 048 |
5,23 |
9 762 |
3,40 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
513 |
4,48 |
621 |
2,31 |
|
2025-08-04 |
13F |
AlphaStar Capital Management, LLC
|
|
|
|
812 |
|
985 |
|
|
2025-07-16 |
13F |
Asset Allocation & Management Company, LLC
|
|
|
|
519 |
|
1 |
|
|
2025-07-28 |
13F |
Hudson Capital Management LLC
|
|
|
|
4 606 |
0,30 |
5 587 |
−1,45 |
|
2025-08-11 |
13F |
Nomura Asset Management Co Ltd
|
|
|
|
0 |
|
0 |
|
|
2025-07-30 |
13F |
Principle Wealth Partners Llc
|
|
|
|
647 |
4,02 |
785 |
2,22 |
|
2025-08-13 |
13F |
Mount Yale Investment Advisors, LLC
|
|
|
|
8 |
|
10 |
|
|
2025-08-05 |
13F |
Pacific Wealth Strategies Group, Inc.
|
|
|
|
422 |
3,69 |
515 |
2,39 |
|
2025-08-12 |
13F |
Warberg Asset Management LLC
|
|
|
|
300 |
|
364 |
|
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
301 |
66,30 |
365 |
63,68 |
|
2025-08-12 |
13F |
Laurel Wealth Advisors LLC
|
|
|
|
54 585 |
121 200,00 |
0 |
−100,00 |
|
2025-08-14 |
13F |
Voya Investment Management Llc
|
|
|
|
295 235 |
0,58 |
358 120 |
−1,18 |
|
2025-08-14 |
13F |
Two Sigma Securities, Llc
|
|
|
|
505 |
|
613 |
|
|
2025-08-01 |
13F |
Private Wealth Partners, LLC
|
|
|
|
2 000 |
2,99 |
2 426 |
1,21 |
|
2025-08-13 |
13F |
Invesco Ltd.
|
|
|
|
19 300 |
8,43 |
23 411 |
6,53 |
|
2025-07-29 |
13F |
Stratos Wealth Advisors, LLC
|
|
|
|
201 |
2,55 |
245 |
1,24 |
|
2025-07-31 |
13F |
180 Wealth Advisors, Llc
|
|
|
|
938 |
18,43 |
1 138 |
16,38 |
|
2025-08-11 |
13F |
Resurgent Financial Advisors LLC
|
|
|
|
531 |
0,19 |
644 |
−1,53 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-12 |
13F |
Deutsche Bank Ag\
|
|
|
|
14 |
|
17 |
|
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
|
|
5 571 |
−8,27 |
|
2025-08-14 |
13F |
Css Llc/il
|
|
|
|
18 894 |
5 076,44 |
22 862 |
4 991,76 |
|
2025-08-13 |
13F |
Baird Financial Group, Inc.
|
|
|
|
871 |
2,11 |
1 057 |
0,28 |
|
2025-08-29 |
13F |
Centaurus Financial, Inc.
|
|
|
|
362 |
32,12 |
0 |
|
|
2025-08-11 |
13F |
Tamar Securities, LLC
|
|
|
|
881 |
0,34 |
1 069 |
−1,29 |
|
2025-06-25 |
NP |
FPEI - First Trust Institutional Preferred Securities and Income ETF
|
|
|
|
11 501 |
0,69 |
13 457 |
−3,74 |
|
2025-08-14 |
13F |
BancorpSouth Bank
|
|
|
|
888 |
51,02 |
1 077 |
48,55 |
|
2025-06-23 |
NP |
Global Opportunities Portfolio - Global Opportunities Portfolio
|
|
|
|
3 000 |
39,53 |
3 510 |
33,41 |
|
2025-07-15 |
13F |
Xcel Wealth Management, LLC
|
|
|
|
5 225 |
143,25 |
6 337 |
139,04 |
|
2025-07-07 |
13F |
RB Capital Management, LLC
|
|
|
|
6 801 |
1,90 |
8 249 |
0,13 |
|
2025-08-26 |
13F/A |
Thrivent Financial For Lutherans
|
|
|
|
|
|
29 |
−3,33 |
|
2025-08-14 |
13F |
Family Management Corp
|
|
|
|
6 |
|
7 |
|
|
2025-08-14 |
13F |
Kovitz Investment Group Partners, LLC
|
|
|
|
180 |
|
218 |
|
|
2025-08-13 |
13F |
Virtus ETF Advisers LLC
|
|
|
|
22 |
|
27 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
6 741 |
0,61 |
8 177 |
−1,14 |
|
2025-08-06 |
13F |
Kcm Investment Advisors Llc
|
|
|
|
2 429 |
2,84 |
2 946 |
1,03 |
|
2025-08-13 |
13F |
Seven Springs Wealth Group, LLC
|
|
|
|
2 808 |
13,32 |
3 406 |
11,34 |
|
2025-08-06 |
13F |
Prospera Financial Services Inc
|
|
|
|
206 |
15,08 |
250 |
13,18 |
|
2025-08-08 |
13F |
Advisors Capital Management, LLC
|
|
|
|
22 277 |
44,03 |
27 023 |
41,51 |
|
2025-08-27 |
NP |
PBXIX - Rational/Pier 88 Convertible Securities Fund -Institutional Shares
|
|
|
|
8 048 |
5,23 |
9 762 |
3,40 |
|
2025-08-08 |
13F |
Kaizen Financial Strategies
|
|
|
|
311 |
8,74 |
377 |
6,52 |
|
2025-08-04 |
13F |
IFG Advisory, LLC
|
|
|
|
240 |
1,69 |
291 |
−0,34 |
|
2025-06-24 |
NP |
PCONX - PUTNAM CONVERTIBLE SECURITIES FUND Class C Shares
|
|
|
|
7 820 |
29,15 |
9 150 |
23,47 |
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
533 |
15,87 |
646 |
14,13 |
|
2025-08-28 |
NP |
CNSAX - Invesco Convertible Securities Fund Class A
|
|
|
|
19 300 |
8,43 |
23 411 |
6,53 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
22 913 |
1,20 |
27 793 |
−0,57 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
8 290 |
8,35 |
10 056 |
6,46 |
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
37 184 |
2,22 |
45 104 |
0,43 |
|
2025-07-24 |
13F |
Coordinated Financial Services, Inc.
|
|
|
|
1 035 |
6,37 |
1 256 |
5,82 |
|
2025-06-26 |
NP |
JHPI - John Hancock Preferred Income ETF
|
|
|
|
476 |
23,32 |
557 |
17,80 |
|
2025-09-09 |
13F |
NWF Advisory Services Inc.
|
|
|
|
184 |
|
223 |
|
|
2025-08-13 |
13F |
Camden Asset Management L P /ca
|
|
|
|
119 488 |
57,20 |
145 034 |
54,27 |
|
2025-07-09 |
13F |
Epiq Partners, Llc
|
|
|
|
5 101 |
7,32 |
6 188 |
5,45 |
|
2025-08-25 |
NP |
IOBAX - ICON FLEXIBLE BOND FUND Investor Class
|
|
|
|
1 617 |
1,57 |
1 961 |
−0,20 |
|
2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
44 187 |
0,83 |
53 744 |
−1,05 |
|
2025-07-23 |
NP |
VYGNX - Voya Global Multi-Asset Fund Class R6
|
|
|
|
1 050 |
|
1 219 |
|
|
2025-08-11 |
13F |
Private Advisor Group, LLC
|
|
|
|
555 |
19,10 |
673 |
17,04 |
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
224 |
49,33 |
269 |
46,99 |
|
2025-08-14 |
13F |
Macquarie Group Ltd
|
|
|
|
|
|
2 453 |
−1,84 |
|
2025-08-07 |
13F |
Pier 88 Investment Partners Llc
|
|
|
|
21 533 |
1,89 |
26 120 |
0,11 |
|
2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
3 674 |
3,12 |
4 457 |
1,32 |
|
2025-06-27 |
NP |
SPFF - Global X SuperIncome Preferred ETF
|
|
|
|
7 040 |
58,74 |
8 237 |
51,75 |
|
2025-08-14 |
13F |
Diversify Advisory Services, LLC
|
|
|
|
1 058 |
|
1 303 |
|
|
2025-07-22 |
13F |
Berkshire Money Management, Inc.
|
|
|
|
40 |
|
49 |
|
|
2025-07-25 |
NP |
PACIX - Columbia Convertible Securities Fund Class A
|
|
|
|
21 648 |
47,79 |
25 140 |
38,58 |
|
2025-05-16 |
13F |
Coordinated Financial Services, Inc./CO
|
|
|
|
1 036 |
20,89 |
1 279 |
24,78 |
|
2025-08-13 |
13F |
Rosenblum Silverman Sutton S F Inc /ca
|
|
|
|
196 |
|
238 |
|
|
2025-07-09 |
13F |
Bowman & Co S.C.
|
|
|
|
259 |
0,78 |
315 |
−1,26 |
|
2025-08-15 |
13F |
Captrust Financial Advisors
|
|
|
|
13 073 |
5,22 |
15 857 |
3,38 |
|
2025-08-13 |
13F |
Icon Advisers Inc/co
|
|
|
|
1 999 |
11,12 |
2 425 |
9,19 |
|
2025-08-14 |
13F |
Lord, Abbett & Co. Llc
|
|
|
|
|
|
21 |
0,00 |
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
3 826 |
8,42 |
4 641 |
6,52 |
|
2025-07-17 |
13F |
Catalytic Wealth RIA, LLC
|
|
|
|
272 |
|
330 |
|
|
2025-08-04 |
13F |
MeadowBrook Investment Advisors LLC
|
|
|
|
801 |
1,52 |
972 |
−0,31 |
|
2025-07-22 |
13F |
Miracle Mile Advisors, LLC
|
|
|
|
169 |
|
205 |
|
|
2025-08-14 |
13F |
RMB Capital Management, LLC
|
|
|
|
1 403 |
6,45 |
1 702 |
4,55 |
|
2025-06-25 |
NP |
First Trust Intermediate Duration Preferred & Income Fund
|
|
|
|
10 238 |
1,41 |
11 979 |
−3,06 |
|
2025-08-13 |
13F |
StoneX Group Inc.
|
|
|
|
870 |
0,23 |
1 055 |
−1,49 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
43 293 |
7,42 |
52 548 |
5,42 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
501 |
3 240,00 |
1 |
|
|
2025-08-05 |
13F |
Bank Of Montreal /can/
|
|
|
|
431 |
20,06 |
523 |
17,83 |
|
2025-07-15 |
13F |
Td Private Client Wealth Llc
|
|
|
|
2 |
100,00 |
2 |
100,00 |
|
2025-08-13 |
13F |
JT Stratford LLC
|
|
|
|
1 280 |
0,95 |
1 553 |
−0,83 |
|
2025-07-29 |
13F |
Novare Capital Management Llc
|
|
|
|
|
|
636 |
−2,76 |
|
2025-08-14 |
13F |
CoreCap Advisors, LLC
|
|
|
|
75 |
2,74 |
91 |
0,00 |
|
2025-08-14 |
13F |
Wellington Management Group Llp
|
|
|
|
12 343 |
455,49 |
14 838 |
441,50 |
|
2025-08-13 |
13F |
Peloton Wealth Strategists
|
|
|
|
3 373 |
0,90 |
4 |
0,00 |
|
2025-07-30 |
NP |
PFFD - Global X U.S. Preferred ETF
|
|
|
|
53 880 |
0,58 |
62 555 |
−5,75 |
|
2025-08-13 |
13F |
GABELLI & Co INVESTMENT ADVISERS, INC.
|
|
|
|
300 |
9,09 |
364 |
7,08 |
|
2025-08-13 |
13F |
Hsbc Holdings Plc
|
|
|
|
3 597 |
|
4 363 |
|
|