Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund inkluderar Del-Sette Capital Management, LLC, FSM Wealth Advisors, LLC, PMG Wealth Management, Inc., Hidden Cove Wealth Management, LLC, Blue Capital, Inc., Dana Investment Advisors, Inc., Summit Wealth Group Llc / Co, New England Private Wealth Advisors LLC, Steel Peak Wealth Management LLC, Keystone Wealth Services, LLC, Lighthouse Wealth Management Inc., Maridea Wealth Management LLC, Tradewinds, LLC., Strategic Wealth Partners, Ltd., Garden State Investment Advisory Services LLC, FLP Wealth Management, LLC, Promethium Advisors,llc, New Century Financial Group, LLC, Lee Johnson Capital Management, Llc, och Gentry Private Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Tsfg, Llc | 2 433 | 0,54 | 0 | |||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 147 694 | 6 184 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 333 | 14 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 162 183 | 1 875,43 | 6 791 | 1 807,30 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 44 955 | 1 882 | ||||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 10 603 | 0,03 | 447 | 2,52 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 46 489 | 38,70 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | PFG Advisors | 14 070 | 88,30 | 1 300 | 300,93 | ||||
| 2025-08-14 | 13F | Comerica Bank | 65 630 | 0,87 | 2 748 | −2,80 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 20 857 | 873 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 490 | 42,86 | 21 | 42,86 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 71 393 | 2 989 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 15 918 | 1 663 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 30 473 | 4,45 | 1 276 | 0,63 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 57 028 | 2 388 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 141 681 | 1 316,81 | 5 932 | 1 266,82 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 3 313 | 1,10 | 139 | −2,82 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 7 325 | 5,26 | 307 | 1,32 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 380 189 | 0,38 | 15 919 | −3,25 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 19 694 | 1,79 | 825 | −1,90 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 638 934 | 3,23 | 27 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5 802 | 243 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 135 | 29,83 | 382 | 25,25 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 29 296 | 49,72 | 1 227 | 44,24 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 131 528 | 2,67 | 5 507 | −1,04 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 9 063 | 553,42 | 379 | 60,59 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 46 337 | 55,62 | 1 940 | 62,75 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5 505 | 0,95 | 230 | −2,54 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 6 276 | 17,51 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 7 452 | 6,59 | 312 | 2,97 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 26 469 | 5,94 | 1 108 | 2,12 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 175 631 | 23,86 | 7 531 | 22,28 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 178 391 | 10,14 | 7 469 | 6,17 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 67 280 | 164,12 | 2 817 | 154,70 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 983 | 134,40 | 83 | 144,12 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 185 | 17,91 | 50 | 13,95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11 850 795 | 10,34 | 496 193 | 6,35 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 12 211 | 4,00 | 511 | 0,20 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 355 | 15 | ||||||
| 2025-08-12 | 13F | Barings Llc | 88 348 | 32,32 | 3 699 | 27,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 492 128 | 35,23 | 62 481 | 30,34 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 7 054 | 0,41 | 295 | −3,28 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 15 839 | 5,01 | 663 | 1,22 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 106 874 | 185,73 | 4 475 | 175,49 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 111 721 | 10,92 | 4 678 | 6,90 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 19 118 | 1,53 | 800 | −2,08 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 15 569 | 23,04 | 652 | 18,58 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 8 775 | 381 | ||||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 13 730 | 0,26 | 575 | −3,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 936 939 | 2,99 | 39 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 54 142 | 10,48 | 2 313 | 9,36 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 733 258 | 12,15 | 72 572 | 8,10 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 24 773 | 1,99 | 1 037 | −1,71 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 32 712 | 0,07 | 1 370 | −3,52 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5 554 | 0,63 | 233 | −2,93 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8 456 | 1,08 | 354 | −2,48 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33 716 | 20,63 | 1 425 | 17,30 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 6 188 | 0,70 | 269 | 7,63 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16 247 | 30,40 | 680 | 25,69 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 19 644 | 0,74 | 822 | −2,95 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 104 582 | 22,10 | 4 379 | 17,69 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 18 484 | 4,97 | 774 | 1,18 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 5 049 | 8,63 | 211 | 4,98 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 85 167 | 20,76 | 3 566 | 16,39 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 17 757 | 8,01 | 743 | 12,41 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 23 612 | 6,23 | 989 | 2,38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 314 412 | 16,28 | 96 905 | 12,08 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 263 811 | 18,19 | 52 916 | 13,92 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 38 725 | 0,45 | 1 622 | −3,17 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 22 695 | 970 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 45 611 | 7,92 | 1 910 | 4,03 | ||||
| 2025-08-14 | 13F | Fmr Llc | 27 482 | 3,79 | 1 151 | 0,00 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 12 510 | 524 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 26 540 | 8,67 | 1 111 | 4,81 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 61 615 | 952,17 | 2 580 | 915,35 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 512 | 0,47 | 231 | −3,36 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 32 151 | 1,76 | 1 346 | −1,90 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 119 402 | 16,70 | 4 999 | 12,49 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 11 432 | 479 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 158 751 | 0,59 | 6 647 | −3,05 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 3 887 | 0,93 | 163 | 4,52 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 61 182 | 0,31 | 2 581 | −2,57 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 8 525 | 357 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6 349 | 0,81 | 266 | −2,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 390 927 | 26,56 | 16 368 | 21,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 658 | 28 | ||||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 29 905 | 1 252 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 126 331 | 20,53 | 5 289 | 16,19 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 057 022 | 13,66 | 86 126 | 9,55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 22 117 | 56,29 | 926 | 50,81 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 57 277 | 72,42 | 2 398 | 66,18 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 222 | 0,91 | 51 | −1,92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 208 | 260 | ||||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18 348 | 36,51 | 768 | 31,73 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 5 225 | 0,23 | 219 | −3,54 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 714 | 1,13 | 30 | −3,33 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 48 843 | 2,32 | 2 045 | −1,40 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 667 | 237 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 9 995 | 2,46 | 419 | −1,18 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 21 474 | 43,28 | 899 | 53,94 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11 186 | 0,24 | 468 | −3,31 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 80 027 | 56,53 | 3 351 | 50,90 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 198 977 | 2,17 | 8 331 | −1,52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 99 505 | 0,58 | 4 166 | −3,05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 173 288 | 0,07 | 7 256 | 2,97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 20 340 | 18,63 | 1 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12 593 | 2,41 | 527 | −1,31 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 13 159 | 0,63 | 551 | −3,17 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 150 000 | 938,06 | 6 280 | 901,59 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 17 000 | 70,00 | 712 | 63,82 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 324 | 3 140,00 | 14 | |||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 196 393 | 76,65 | 8 223 | 70,26 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 28 144 | 1 178 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 10 219 | 78,65 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 18 785 | 6,63 | 787 | 2,75 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 30 438 | 154,71 | 1 274 | 145,47 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 20 975 | 106,96 | 878 | 99,55 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 31 606 | 4,52 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 873 | 3,70 | 288 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 376 048 | 1,27 | 99 485 | −2,39 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1 783 853 | 0,56 | 74 601 | 4,98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 44 051 | 7,19 | 1 844 | 3,31 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 138 | 0,73 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 107 504 | 2,42 | 4 501 | −1,27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 374 677 | 6,79 | 15 688 | 2,93 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 075 810 | 11,47 | 86 914 | 7,44 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 907 | 0,70 | 289 | −2,69 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 6 846 | 1,09 | 287 | −2,72 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36 915 | 1,26 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 066 287 | 9,34 | 128 385 | 5,38 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 80 894 | 3 451 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 56 782 | 19,77 | 2 377 | 15,44 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7 696 | 322 | ||||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 13 057 | 547 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 261 823 | 40,84 | 10 963 | 37,82 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 10 879 | 455 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 651 832 | 8,53 | 27 292 | 4,61 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 200 | 50 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 710 656 | 38,38 | 29 698 | 35,14 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 226 227 | 10,79 | 176 952 | 6,79 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 124 971 | 4,00 | 5 233 | 0,25 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 5 351 | 0,13 | 224 | −3,45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 669 | 28 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 35 137 | 6,49 | 1 471 | 2,65 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 9 265 | 2,77 | 388 | −1,02 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 77 732 | 0,73 | 3 | 0,00 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 27 750 | 59,03 | 1 162 | 53,17 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 22 753 | 953 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 475 760 | 8,87 | 19 920 | 4,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 7 254 | 28,69 | 304 | 24,18 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 121 570 | 9,01 | 5 090 | 5,08 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 125 380 | 5 361 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 186 226 | 1,16 | 7 797 | −2,49 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 26 438 | 1 107 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10 164 | 83,90 | 426 | 77,08 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 180 856 | 0,71 | 7 572 | −2,94 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 73 028 | 0,97 | 3 058 | −2,67 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 197 713 | 13,14 | 8 278 | 9,05 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 124 626 | 10,95 | 5 218 | 6,95 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 150 | 6 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 37 305 | 19,47 | 1 562 | 15,12 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 18 598 | 78,52 | 779 | 72,12 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 107 232 | 79,91 | 4 490 | 73,39 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 26 824 | 89,46 | 1 123 | 82,60 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 89 201 | 4,15 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 6 481 | 10,65 | 271 | 6,69 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 86 059 | 4,06 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 40 480 | 0,29 | 1 695 | −3,37 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 221 279 | 34,12 | 9 559 | 33,38 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 564 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 7 839 026 | 4,86 | 328 220 | 1,07 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 247 126 | 22,20 | 10 347 | 17,79 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 82 255 | 0,75 | 3 444 | −2,88 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 146 593 | 17,49 | 6 333 | 16,85 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 452 | 61 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31 720 | 1,19 | 1 328 | −2,42 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 84 212 | 1,56 | 3 526 | −2,11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 140 714 | 37,58 | 5 892 | 32,62 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 154 588 | 4,40 | 6 473 | 0,62 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 252 423 | 2,02 | 10 569 | −1,67 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 27 128 | 0,54 | 1 136 | −3,16 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 52 514 | 2,38 | 2 199 | −1,35 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 31 608 | 1,96 | 1 323 | −1,71 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 26 183 | 55,06 | 1 096 | 49,52 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6 382 | 9,04 | 267 | 5,12 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 148 794 | 7,00 | 6 230 | 3,15 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 43 046 | 249,31 | 1 802 | 236,82 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59 788 | 5,84 | 2 503 | 2,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72 196 | 104,86 | 3 023 | 98,69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 12 666 | 159,66 | 530 | 151,18 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 7 729 | 0,76 | 324 | −3,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 136 406 | 36,55 | 5 711 | 31,62 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 8 424 | 103,82 | 353 | 96,65 | ||||
| 2025-08-12 | 13F | Del-Sette Capital Management, LLC | 184 922 | 7 743 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 911 177 | 17,77 | 163 766 | 13,52 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 13 604 | 48,87 | 570 | 43,69 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 154 407 | 1,84 | 6 465 | −1,84 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 290 | 1,14 | 138 | −2,84 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 89 795 | 23,66 | 3 760 | 19,18 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 122 420 | 1,92 | 5 126 | −1,76 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 66 736 | 45,84 | 2 794 | 40,61 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 28 695 | 1,09 | 1 201 | −2,60 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 5 703 | 239 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 8 030 | 1,52 | 336 | −2,04 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 26 817 | 0,31 | 1 123 | −3,36 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 511 444 | 1,73 | 21 414 | −1,94 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 23 345 | 247,09 | 977 | 234,59 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 42 589 | 14,06 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 330 | 56 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6 399 | 27,72 | 268 | 23,04 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 291 373 | 1,82 | 12 211 | −1,86 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 6 136 | 0,61 | 257 | −3,03 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 28 355 | 75,08 | 1 187 | 68,85 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 520 211 | 0,38 | 21 781 | −3,25 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 32 154 | 15,24 | 1 346 | 11,06 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 515 726 | 6,17 | 105 333 | 2,33 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 270 639 | 14,61 | 11 332 | 10,47 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4 927 | 206 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 11 938 | 2,83 | 500 | −0,99 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 8 503 | 356 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 39 345 | 10,14 | 1 647 | 14,53 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 41 999 | 1 758 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9 843 | 412 | ||||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 7 399 | 310 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 10 352 | 433 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 68 | 3 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 191 086 | 9,70 | 8 001 | 5,74 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 442 836 | 3,41 | 18 542 | −0,33 | ||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 14 | 346 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 42 952 | 1 798 | ||||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 6 101 | 255 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 97 807 | 4,80 | 4 095 | 1,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 228 650 | 131,39 | 51 444 | 123,03 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26 912 | 25,31 | 1 127 | 20,82 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 113 313 | 18,94 | 4 744 | 14,64 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 8 181 | 343 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 150 432 | 7,34 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 39 000 | 15,30 | 1 633 | 11,10 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 900 | 38 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 48 429 | 0,27 | 2 028 | −3,38 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 125 234 | 31,19 | 5 244 | 26,46 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 4 097 | 0,02 | 172 | −3,39 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 205 064 | 15,59 | 8 591 | 11,43 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 85 001 | 24,89 | 3 559 | 20,37 |
