Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF inkluderar Prism Advisors, Inc., Heritage Wealth Architects, Inc., Savant Capital, LLC, DAVENPORT & Co LLC, Summit Wealth Group Llc / Co, Skopos Labs, Inc., Vise Technologies, Inc., C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Thrivent Financial For Lutherans, Nwam Llc, Moors & Cabot, Inc., First Trust Advisors Lp, Kilter Group LLC, HB Wealth Management, LLC, NewEdge Wealth, LLC, Sollinda Capital Management LLC, Lake Street Financial Llc, BlueChip Wealth Advisors LLC, Rps Advisory Solutions Llc, och Carnegie Capital Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 115 525 | 22,76 | 3 674 | 31,46 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 52 166 | 1,61 | 1 659 | 8,79 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 205 099 | 5,39 | 6 522 | 12,88 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 3 186 | 0 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 115 946 | 6,84 | 3 687 | 14,47 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1 017 113 | 1,26 | 32 344 | 8,46 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 29 328 | 933 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 567 | 50 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 26 295 | 851 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 33 033 | 25,58 | 1 050 | 34,62 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 56 756 | 46,31 | 1 805 | 56,73 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 27 834 | 1,63 | 885 | 8,86 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 50 967 | 30,90 | 1 513 | 25,46 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 37 744 | 62,26 | 1 203 | 81,85 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 282 035 | 2,51 | 8 969 | 9,79 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 246 725 | 6,57 | 7 846 | 14,14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 12 038 | 490,68 | 383 | 536,67 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75 488 | 88,36 | 2 401 | 101,85 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 7 703 | 0,44 | 245 | 7,49 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 1 994 | 63 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 70 932 | 36,33 | 2 106 | 32,81 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 880 923 | 4,85 | 28 013 | 12,31 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 292 | 9 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 26 552 | 4,22 | 844 | 11,64 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 113 741 | 3 617 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 106 444 | 12,92 | 3 385 | 20,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 284 070 | 11,59 | 104 | 19,54 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 41 309 | 37,03 | 1 314 | 46,70 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 207 514 | 6,57 | 6 599 | 14,13 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 227 736 | 21,49 | 7 242 | 30,13 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 41 006 | 11,72 | 1 304 | 19,74 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 6 301 | 200 | ||||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 351 737 | 1,42 | 11 185 | 8,63 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 767 624 | 6,27 | 24 368 | 13,62 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10 750 500 | 29,09 | 342 | 38,06 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 113 660 | 36,77 | 3 614 | 46,49 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 471 867 | 5,76 | 15 005 | 13,28 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 41 562 | 1,05 | 1 322 | 8,19 | ||||
| 2025-08-11 | 13F | Forge Financial Services LLC | 28 679 | 318,43 | 917 | 351,23 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 3 981 | 0 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 650 529 | 51,86 | 20 687 | 62,65 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 59 278 | 158,46 | 1 885 | 177,21 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 190 592 | 90,62 | 6 061 | 98,95 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 176 437 | 0,61 | 5 611 | 7,76 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 941 302 | 2,58 | 29 933 | 9,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 45 588 | 1 450 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 146 616 | 2,57 | 4 662 | 9,85 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 819 | 21,56 | 90 | 30,88 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 147 570 | 6,05 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 22 960 | 730 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 2 692 | 12,78 | 86 | 21,43 | ||||
| 2025-07-16 | 13F | Novem Group | 49 451 | 29,24 | 1 573 | 38,38 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 644 302 | 1,19 | 20 489 | 8,38 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 233 856 | 0,12 | 7 437 | 7,22 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 396 804 | 3,47 | 12 618 | 10,83 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 1 003 204 | 98,84 | 31 902 | 112,97 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6 537 | 208 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 090 | 98 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 41 950 | 10,25 | 1 334 | 18,16 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 685 442 | 2,12 | 22 037 | 10,88 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 53 425 | 1,37 | 1 699 | 8,57 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 24 265 | 1,05 | 772 | 8,29 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8 744 | 278 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 467 | 15 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 19 571 | 1,14 | 622 | 8,36 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 100 659 | 20,02 | 3 201 | 28,51 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 9 939 | 316 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 56 041 | 10,89 | 1 782 | 15,79 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 262 842 | 6,11 | 8 358 | 13,65 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 32 010 | 2 059,92 | 1 018 | 8,19 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 56 448 | 3,99 | 1 795 | 11,42 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1 062 106 | 4,81 | 33 775 | 12,26 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 7 509 | 239 | ||||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 6 475 | 206 | ||||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 103 398 | 17,98 | 3 288 | 26,41 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 6 386 | 0 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 68 351 | 20,83 | 2 174 | 29,42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 869 946 | 7,69 | 59 464 | 15,35 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 349 890 | 170,65 | 11 127 | 189,89 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 33 347 | 1 060 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 14 372 | 30,20 | 457 | 39,76 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 6 341 | 202 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1 910 379 | 0,80 | 60 750 | 7,97 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 149 714 | 1,00 | 4 761 | 8,18 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 26 959 | 1,21 | 857 | 8,48 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 106 656 | 4,91 | 3 392 | 12,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 8 455 | 269 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 36 865 | 7,12 | 1 172 | 14,79 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21 211 | 30,70 | 675 | 40,12 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 72 732 | 1,19 | 2 313 | 8,34 | ||||
| 2025-08-08 | 13F | Creative Planning | 33 968 | 218,02 | 1 080 | 240,69 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 138 682 | 91,75 | 4 410 | 105,40 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 69 416 | 178,59 | 2 207 | 198,65 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 23 859 | 91,93 | 759 | 105,42 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 11 890 | 0,54 | 378 | 11,50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 407 277 | 2,17 | 12 951 | 9,43 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 18 209 | 4,25 | 579 | 11,78 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 700 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 80 304 | 38,15 | 2 554 | 48,00 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 19 631 | 624 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 321 508 | 6,57 | 10 224 | 14,13 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 31 094 | 6,92 | 989 | 14,48 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 15 101 | 480 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 16 205 | 17,17 | 515 | 25,61 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 24 747 | 174,02 | 787 | 193,28 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 129 731 | 113,09 | 4 125 | 128,28 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 182 458 | 1,89 | 5 802 | 9,14 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 484 927 | 173,47 | 15 421 | 192,93 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 82 750 | 0,24 | 2 631 | 7,39 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 312 141 | 5,03 | 9 926 | 12,50 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 33 644 | 1 031 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 511 962 | 8,04 | 16 280 | 15,72 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 387 831 | 4,18 | 12 333 | 11,58 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 37 530 | 1,91 | 1 193 | 9,15 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 27 714 | 8,96 | 1 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 449 759 | 3,84 | 14 302 | 11,22 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 90 500 | 205,39 | 2 878 | 227,30 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 495 086 | 7,67 | 79 344 | 15,32 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 9 500 | 2,49 | 303 | 9,82 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 352 334 | 14,76 | 11 402 | 22,43 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6 722 | 214 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 114 396 | 8,99 | 3 638 | 16,72 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 225 487 | 3,50 | 7 170 | 10,85 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 236 711 | 7,49 | 7 527 | 15,14 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 766 703 | 0,87 | 24 381 | 8,04 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 155 816 | 7,58 | 4 955 | 12,26 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 26 613 | 64,64 | 846 | 76,62 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 250 672 | 2,05 | 8 194 | 15,60 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 177 834 | 82,92 | 5 280 | 78,22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 8 291 | 7,34 | 264 | 14,85 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29 312 | 1 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 14 380 | 108,19 | 457 | 122,93 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 121 689 | 61,44 | 3 870 | 72,95 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 28 314 | 0,11 | 900 | 7,27 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 94 878 | 30,05 | 3 017 | 39,29 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 40 112 | 1 276 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 6 347 | 111,64 | 202 | 125,84 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 68 328 | 56,86 | 2 173 | 61,01 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 79 350 | 108,93 | 2 523 | 123,87 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 214 388 | 12,39 | 6 818 | 20,38 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 53 678 | 4,30 | 1 707 | 11,72 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 851 230 | 3,45 | 27 069 | 10,80 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 8 296 | 246 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6 310 | 201 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 35 915 | 7,11 | 1 142 | 14,77 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 1 477 793 | 2,57 | 46 994 | 9,86 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 699 232 | 7,54 | 22 236 | 15,19 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21 078 | 64,04 | 681 | 78,74 | ||||
| 2025-07-23 | 13F | Solitude Financial Services | 281 596 | 6,41 | 8 955 | 13,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 765 271 | 68,47 | 24 336 | 80,45 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 115 479 | 1,83 | 3 429 | −0,78 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 38 511 | 1 225 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 204 464 | 3,75 | 6 502 | 11,13 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 20 295 | 657 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 435 332 | 2,74 | 13 844 | 10,04 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 16 559 | 527 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 363 415 | 6,65 | 11 557 | 14,22 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 17 442 | 8,33 | 555 | 15,90 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 68 181 | 1,81 | 2 168 | 9,05 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 121 407 | 3 861 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 712 987 | 4,26 | 54 473 | 11,68 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 12 794 | 407 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 93 589 | 3,87 | 2 976 | 11,25 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 268 466 | 3,29 | 40 337 | 10,63 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 13 484 | 429 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 191 600 | 6,51 | 6 093 | 14,08 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 9 956 | 317 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11 005 421 | 6,21 | 349 972 | 13,76 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 153 320 | 5,99 | 4 876 | 13,53 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 29 110 | 3,56 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 208 416 | 7,41 | 6 628 | 15,05 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 63 585 | 2,15 | 2 022 | 9,42 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 830 227 | 14,10 | 26 401 | 22,21 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 40 910 | 21,90 | 1 301 | 30,52 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 54 676 | 413,82 | 1 739 | 451,75 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 775 179 | 35,10 | 24 589 | 45,61 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 179 501 | 6,25 | 69 308 | 13,80 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 125 403 | 2,87 | 3 988 | 10,17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 108 370 | 8,46 | 3 446 | 16,18 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 389 311 | 9,70 | 12 380 | 17,50 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 527 749 | 91,88 | 16 782 | 105,51 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 24 935 | 55,90 | 793 | 67,09 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 74 520 | 0,46 | 2 370 | 7,58 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 40 698 | 38,23 | 1 294 | 48,05 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 887 | 22,85 | 60 | 33,33 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 157 117 | 14,94 | 4 996 | 23,11 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 425 139 | 8,25 | 13 519 | 15,94 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 113 | 4 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 9 679 | 16,03 | 308 | 24,29 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 17 128 | 306,45 | 545 | 335,20 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7 755 | 247 | ||||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 581 708 | 0,99 | 18 906 | 10,55 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 344 345 | 24,01 | 10 950 | 32,82 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 129 935 | 1,24 | 4 132 | 8,43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 664 373 | 2,78 | 21 127 | 10,09 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 43 937 | 117,06 | 1 397 | 132,83 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 586 054 | 5,72 | 18 637 | 13,23 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 183 701 | 0,03 | 5 842 | 7,13 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 116 505 | 3 705 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 25 787 | 820 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1 254 553 | 1,01 | 39 895 | 8,19 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 23 752 | 755 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 43 123 | 15,18 | 1 371 | 23,40 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 42 912 | 0,32 | 1 365 | 7,40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 41 035 | 47,23 | 1 305 | 57,68 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 193 807 | 9,97 | 6 163 | 17,79 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 107 249 | 6,80 | 3 411 | 14,39 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 614 405 | 4,17 | 51 338 | 11,57 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 699 495 | 7,41 | 117 644 | 15,04 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 68 328 | 37,15 | 2 173 | 46,86 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 39 648 | 1 261 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 373 790 | 1,98 | 11 887 | 9,23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44 238 | 16,42 | 1 407 | 24,65 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 17 538 | 10,07 | 558 | 19,27 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 167 280 | 17,49 | 5 320 | 25,83 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 48 829 | 26,69 | 1 553 | 35,66 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 10 570 | 336 | ||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 65 996 | 0,20 | 2 099 | 7,31 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 46 | 6,98 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 460 370 | 3,19 | 78 240 | 10,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 987 146 | 78,15 | 94 991 | 90,81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 62 650 | 10,72 | 1 992 | 18,64 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 94 827 | 6,45 | 3 015 | 14,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 369 271 | 20,65 | 107 918 | 30,16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5 071 339 | 2,38 | 161 | 9,52 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 74 494 | 243,84 | 2 369 | 268,27 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 176 369 | 65,88 | 5 609 | 77,69 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 7 347 | 6,37 | 234 | 13,66 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 909 213 | 8,34 | 28 913 | 16,04 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 56 996 | 7,35 | 1 812 | 14,97 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 21 765 | 28,55 | 692 | 37,85 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 88 263 | 26,29 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 20 953 | 666 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 984 991 | 0,33 | 31 323 | 7,46 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 8 403 | 8,50 | 249 | 5,96 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 33 439 | 1 063 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 73 697 | 3,90 | 2 344 | 11,31 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 17 860 | 0,81 | 568 | 7,79 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 8 743 | 0,37 | 280 | 12,96 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 76 449 | 9,65 | 2 270 | 6,83 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 249 329 | 53,57 | 7 929 | 64,48 |
