Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Pacer Funds Trust - Pacer US Cash Cows 100 ETF inkluderar Winnow Wealth Llc, Drucker Wealth 3.0, LLC, Legacy Capital Wealth Management, Llc, Tripletail Wealth Management, LLC, Quantbot Technologies LP, Wealth Management Partners, LLC, Harbor Asset Planning, Inc., Holistic Planning, LLC, TAGStone Capital, Inc., Lewis Asset Management, LLC, BlueStem Wealth Partners, LLC, Miracle Mile Advisors, LLC, First Trust Advisors Lp, VGI Partners Ltd, Wincap Financial Llc, Stark Wealth Management LLC, Keybank National Association/oh, Blue Rock Wealth Management LLC, Chancellor Financial Group WB LP, och Kennedy Investment Group .
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Evensky & Katz LLC | 780 658 | 1,29 | 43 | 2,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 332 647 | 0,60 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 236 869 | 250,44 | 13 051 | 252,63 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 242 610 | 51,42 | 13 368 | 52,37 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 902 | 50 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 87 561 | 0,66 | 4 825 | 1,28 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 25 651 | 37,18 | 1 413 | 34,83 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 482 920 | 19,35 | 26 609 | 20,09 | ||||
| 2025-07-18 | 13F | Vicus Capital | 19 459 | 7,97 | 1 072 | 8,72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 244 212 | 0,91 | 13 087 | 7,69 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5 915 | 326 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 161 039 | 6,81 | 8 873 | 7,49 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 54 861 | 676,19 | 3 023 | 680,88 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 12 685 | 0,01 | 699 | 0,58 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 114 231 | 8,35 | 6 294 | 9,02 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 527 287 | 104,59 | 29 053 | 105,86 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 142 799 | 1,07 | 7 924 | 8,79 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 283 443 | 10,35 | 15 618 | 11,03 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 3 837 | 211 | ||||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 676 | 0,30 | 92 | 1,10 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 16 938 | 7,95 | 933 | 8,61 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 209 534 | 3,94 | 11 545 | 4,59 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 495 264 | 0,01 | 27 289 | 0,63 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 35 726 | 2,75 | 1 968 | 3,42 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10 948 | 603 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 149 619 | 3,92 | 8 244 | 4,58 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 4 660 | 5,67 | 257 | 6,22 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 6 386 | 0,17 | 352 | 0,57 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 468 248 | 35,48 | 25 801 | 36,33 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 475 | 26 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 30 279 | 182,35 | 1 668 | 184,16 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7 615 | 13,57 | 434 | 18,26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 43 534 | 71,78 | 2 399 | 72,89 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 8 026 | 16,54 | 460 | 33,04 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 13 090 | 90,12 | 721 | 91,25 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 6 540 | 360 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 592 233 | 0,25 | 87 732 | 0,87 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 163 121 | 5,05 | 8 988 | 5,70 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 105 890 | 5,89 | 5 835 | 6,54 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 9 011 | 15,01 | 497 | 15,62 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 44 406 | 304,21 | 2 447 | 306,99 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 022 | 111 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 578 | 24,00 | 142 | 20,34 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3 676 | 210 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 4 347 | 240 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 13 512 | 7,55 | 745 | 8,30 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 73 481 | 1,92 | 4 024 | −3,87 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 120 661 | 6 815 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 4 174 | 6,81 | 230 | 7,51 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 4 100 | 225 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 113 561 | 0,75 | 6 488 | 14,23 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 18 348 | 2,90 | 1 011 | 0,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | L & S Advisors Inc | 5 949 | 0,63 | 328 | 1,24 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 2 845 | 31,84 | 157 | 32,20 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 9 748 | 10,87 | 537 | 11,64 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 20 764 | 0,29 | 1 144 | 0,97 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 175 162 | 2,11 | 9 651 | 2,75 | ||||
| 2025-05-28 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 193 911 | 1,19 | 10 619 | −1,89 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 213 281 | 10,26 | 11 878 | 21,10 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 31 518 | 3,20 | 1 737 | 3,83 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 25 357 | 7,86 | 1 397 | 8,55 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4 239 | 3,44 | 234 | 4,02 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 16 077 | 5,45 | 886 | 6,12 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 76 910 | 9,21 | 4 238 | 9,88 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 60 046 | 17,04 | 3 309 | 17,76 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 32 406 | 0,86 | 1 786 | 1,48 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 41 744 | 3,25 | 2 300 | 4,21 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 44 187 | 3,19 | 2 435 | 3,84 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 165 165 | 9 101 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 348 | 295 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 66 315 | 11,34 | 3 654 | 5,55 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 24 571 | 7,70 | 1 354 | 8,33 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13 734 | 68,89 | 757 | 69,89 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 640 270 | 28,01 | 35 279 | 28,80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46 800 | 6,17 | 2 579 | 6,84 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 17 948 | 2,20 | 989 | 2,81 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 5 322 | 9,37 | 293 | 10,15 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6 150 | 339 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 221 377 | 4,74 | 12 198 | 5,39 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 55 924 | 1,99 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 143 | 8 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 58 922 | 19,58 | 3 247 | 20,31 | ||||
| 2025-07-10 | 13F | Vista Investment Partners Llc | 9 862 | 23,44 | 543 | 24,26 | ||||
| 2025-07-17 | 13F | Cairn Investment Group, Inc. | 7 720 | 46,21 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 8 170 | 4,70 | 450 | 5,63 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 123 415 | 4,16 | 6 800 | 4,81 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 398 731 | 1,02 | 21 987 | 2,66 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 18 373 | 1 033 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 9 103 | 1,51 | 502 | 2,04 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 47 385 | 12,92 | 2 611 | 13,63 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 102 024 | 1,60 | 5 622 | 2,24 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 151 166 | 1 003,16 | 8 329 | 1 010,53 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 312 | 0,23 | 72 | 1,41 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 378 | 89,29 | 76 | 92,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 312 028 | 35,00 | 17 193 | 31,70 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 9 534 | 0,21 | 525 | 11,94 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8 915 | 1,10 | 491 | −1,41 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 5 915 | 4,84 | 326 | 5,52 | ||||
| 2025-08-14 | 13F | Prudent Investors Network | 279 587 | 5,58 | 15 405 | 6,24 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 11 391 | 20,21 | 628 | 21,04 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 184 611 | 10,63 | 10 172 | 11,32 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 13 759 | 0,17 | 758 | 0,80 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 9 382 | 0,81 | 517 | 1,38 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 951 | 12,48 | 439 | 13,44 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 965 357 | 7,02 | 53 191 | 7,69 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 15 136 | 22,85 | 834 | 23,96 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 103 401 | 2,92 | 5 697 | 3,56 | ||||
| 2025-07-16 | 13F | American National Bank | 356 | 20 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 042 | 52,52 | 402 | 74,35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 33 645 | 10,32 | 1 854 | 10,96 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 55 010 | 0,50 | 3 031 | 1,13 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 50 658 | 25,68 | 2 791 | 26,46 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 7 101 | 0,30 | 391 | 1,03 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 10 106 | 8,78 | 557 | 9,45 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 17 522 | 123,52 | 965 | 124,94 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 23 502 | 3,75 | 1 295 | 4,35 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 102 596 | 6,77 | 5 653 | 7,45 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 005 | 13,24 | 496 | 14,02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 303 496 | 9,58 | 16 723 | 10,26 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 377 | 5,46 | 131 | 5,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 152 929 | 2,07 | 8 426 | 2,71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 133 247 | 5,57 | 7 342 | 6,22 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 120 515 | 1,36 | 6 640 | 2,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 123 797 | 15,90 | 6 821 | 16,62 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17 846 | 21,06 | 977 | 16,87 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 649 508 | 14,44 | 35 788 | 15,15 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 190 | 1,46 | 176 | 1,74 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 101 | 39,65 | 446 | 40,69 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 500 | 28 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5 589 | 308 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 168 037 | 113,48 | 9 259 | 114,80 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 223 912 | 3,12 | 12 338 | 3,76 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 97 276 | 10,87 | 5 360 | 11,55 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 155 981 | 0,59 | 8 595 | 1,21 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 41 532 | 2,35 | 2 291 | 3,06 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 22 739 | 1 253 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 21 569 753 | 1,60 | 1 188 493 | 2,23 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 40 795 | 70,98 | 2 248 | 72,05 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 441 078 | 0,07 | 24 303 | 0,69 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 241 410 | 11,52 | 13 302 | 12,21 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 267 790 | 0,32 | 14 755 | 0,95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 354 456 | 88,03 | 19 531 | 89,21 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 529 833 | 4,36 | 29 194 | 5,01 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 6 829 | 4,76 | 376 | 5,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 60 748 | 51,90 | 3 347 | 52,90 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 527 | 1 217,50 | 29 | 1 350,00 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 4 681 | 4,63 | 258 | 4,90 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 685 | 93 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 668 830 | 37 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 40 719 | 8,41 | 2 244 | 9,90 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4 054 | 223 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 196 227 | 8,50 | 10 812 | 9,18 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 39 010 | 0,91 | 2 149 | 1,56 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 71 435 | 12,21 | 3 936 | 12,91 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 57 037 | 0,53 | 3 143 | 1,16 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 60 342 | 139,73 | 3 408 | 134,23 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 42 188 | 10,15 | 2 325 | 10,82 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 521 348 | 19,16 | 28 726 | 19,91 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 41 460 | 1,13 | 2 284 | 1,78 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 76 898 | 0,87 | 4 237 | 1,51 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9 977 | 19,14 | 546 | 19,74 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 460 | 25 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 235 634 | 8,42 | 12 983 | 9,09 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 126 505 | 56,23 | 6 970 | 57,19 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 5 637 | 1,09 | 311 | 1,64 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 8 953 | 0,29 | 493 | 8,11 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 368 208 | 1,29 | 20 288 | 1,92 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 21 976 | 1 211 | ||||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 65 047 | 30,01 | 3 562 | 26,09 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 122 322 | 4,13 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 6 681 | 0,24 | 368 | 1,10 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 146 525 | 8 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 4 425 | 244 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 702 103 | 0,11 | 93 786 | 0,73 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 56 392 | 2,52 | 3 107 | 3,15 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 20 223 | 1,76 | 1 114 | 2,39 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 27 270 | 28,35 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 61 171 | 18,51 | 3 371 | 19,25 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 17 881 | 14,18 | 985 | 14,94 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 15 132 | 834 | ||||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 46 849 | 2,62 | 2 581 | 3,24 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 0 | 0 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 201 721 | 57,75 | 11 115 | 58,73 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 23 087 | 3,96 | 1 272 | 4,61 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 124 857 | 7 067 | ||||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 165 165 | 3,89 | 9 101 | 4,54 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 827 665 | 0,68 | 45 604 | 1,31 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 28 080 | 5,80 | 1 547 | 6,47 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 841 | 101 | ||||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 144 868 | 10,52 | 8 039 | 11,98 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 587 606 | 4,68 | 32 377 | 5,34 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 8 463 | 3,36 | 466 | 4,02 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 81 287 | 5,13 | 4 479 | 5,76 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 175 876 | 10,32 | 9 691 | 11,01 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 11 997 | 2,22 | 1 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 302 611 | 8,06 | 16 674 | 8,73 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 9 200 | 507 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 97 438 | 3,05 | 5 369 | 3,69 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 589 | 308 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 160 496 | 2,05 | 8 843 | 2,68 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 20 274 | 4,31 | 1 117 | 4,98 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 9 812 | 7,82 | 541 | 8,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 735 | 1 969 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32 283 | 228,61 | 2 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 15 435 | 2,89 | 850 | 3,53 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 231 085 | 3,54 | 12 733 | 4,18 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 175 | 10 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 76 939 | 17,12 | 4 239 | 17,85 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 159 926 | 11,83 | 8 812 | 12,53 | ||||
| 2025-07-24 | 13F | Bey-Douglas LLC | 9 373 | 10,82 | 516 | 11,45 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 76 006 | 0,89 | 4 188 | 1,50 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 54 947 | 70,19 | 3 028 | 71,31 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 17 437 | 10,56 | 961 | 11,24 | ||||
| 2025-07-25 | 13F | Defender Capital, LLC. | 19 500 | 11,43 | 1 074 | 12,23 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 7 396 | 64,54 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 263 515 | 12,17 | 14 520 | 12,87 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 856 | 268 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 12 375 | 6,22 | 682 | 6,91 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 69 713 | 1,15 | 3 841 | 1,78 | ||||
| 2025-08-05 | 13F | VGI Partners Ltd | 4 514 | 249 | ||||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 3 900 | 215 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 5 548 | 12,33 | 0 | |||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2 539 074 | 47 952,12 | 4 988 | 1 625,61 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15 725 | 866 | ||||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 23 761 | 0,30 | 1 309 | 0,93 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 28 553 | 9,87 | 1 573 | 10,54 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 11 457 | 3,34 | 631 | 3,95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 732 | 40 | ||||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 25 739 | 0,91 | 1 418 | 1,58 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 384 139 | 5,49 | 21 166 | 6,15 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 22 363 | 136,97 | 1 232 | 131,58 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11 634 | 5,68 | 641 | 6,48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 30 272 | 202,30 | 1 668 | 204,20 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 91 852 | 0,94 | 5 030 | −2,14 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 409 | 78 | ||||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 213 053 | 7,98 | 11 739 | 8,65 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 2 255 | 11,08 | 124 | 11,71 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 215 649 | 10,74 | 11 882 | 11,43 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 894 | 7,85 | 986 | 8,48 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 10 347 | 575 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 635 | 83,73 | 311 | 84,52 | ||||
| 2025-07-30 | 13F | Pacific Wealth Management | 169 710 | 0,88 | 9 351 | 1,51 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 18 628 | 31,09 | 1 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 65 240 | 0,68 | 3 595 | 1,30 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 193 583 | 3,82 | 10 666 | 4,47 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 392 627 | 1,98 | 22 223 | 15,67 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3 948 | 3,43 | 218 | 3,83 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 2 086 | 1 290,67 | 115 | 1 325,00 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 9 748 | 537 | ||||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 7 316 | 1,98 | 403 | 2,81 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 39 566 | 3,92 | 2 180 | 4,61 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 14 004 | 0,48 | 772 | 1,05 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 294 | 298,15 | 73 | 329,41 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7 815 | 0,30 | 431 | 0,94 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 7 703 | 424 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 300 | 17 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 105 | 60,00 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 20 674 | 1,21 | 1 139 | 1,88 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 49 050 | 62,12 | 2 703 | 63,16 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 382 954 | 2,58 | 21 101 | 3,21 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 4 266 | 235 | ||||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 458 | 25 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 30 571 | 6,22 | 1 684 | 6,85 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 232 484 | 2,40 | 12 810 | 3,03 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 3 650 | 201 | ||||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8 838 | 9,48 | 487 | 9,95 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 369 441 | 270,63 | 20 356 | 272,96 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 15 291 | 4,46 | 843 | 5,12 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 116 005 | 2,46 | 6 392 | 3,08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 25 700 | 261,97 | 1 416 | 264,95 | |||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 29 107 | 6,58 | 1 604 | 7,22 | ||||
| 2025-08-11 | 13F | Tamar Securities, LLC | 157 493 | 3,13 | 8 678 | 3,77 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 67 210 | 15,64 | 4 | 0,00 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 15 647 | 8,31 | 862 | 8,98 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 69 103 | 6,32 | 3 808 | 7,00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 151 447 | 26,20 | 8 293 | 22,37 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 816 | 100 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 12 375 | 6,22 | 682 | 6,91 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 42 272 | 11,67 | 2 329 | 12,40 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 752 | 0,29 | 97 | 1,05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 345 | 1 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 14 651 | 1,92 | 807 | 2,54 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 39 666 | 10,66 | 2 186 | 11,37 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5 004 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 280 | 11,49 | 181 | 11,80 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 995 264 | 6,91 | 55 834 | 9,24 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 97 851 | 8,06 | 5 392 | 8,73 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 9 974 | 0,48 | 550 | 1,10 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 494 467 | 15,04 | 27 245 | 15,75 | ||||
| 2025-07-24 | 13F | Eastern Bank | 189 | 10 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 162 687 | 103,31 | 8 964 | 104,61 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 714 | 66,43 | 39 | 69,57 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 49 129 | 0,26 | 2 707 | 0,86 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 19 478 | 0,48 | 1 073 | 1,13 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 221 707 | 1,82 | 12 338 | 3,47 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 48 835 | 13,52 | 2 691 | 14,23 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 285 | 0,79 | 126 | 0,81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 642 797 | 14,79 | 90 420 | 16,26 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 258 125 | 0,76 | 14 223 | 1,38 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 621 048 | 6,84 | 34 220 | 7,51 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 10 198 | 0,88 | 562 | 1,45 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 74 201 | 17,49 | 4 088 | 14,64 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 30 341 | 1 680 | ||||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 100 496 | 4,95 | 5 537 | 5,61 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 222 503 | 9,56 | 12 260 | 10,24 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 81 510 | 0,03 | 4 488 | 0,58 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 893 734 | 3,29 | 49 245 | 3,93 |
