Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF inkluderar Proficio Capital Partners LLC, Kovitz Investment Group Partners, LLC, Curran Financial Partners, LLC, Putnam Fl Investment Management Co, Wesbanco Bank Inc, Strathmore Capital Advisors, Inc., Gateway Wealth Partners, LLC, Integris Wealth Management, LLC, Quantinno Capital Management LP, Appleton Partners Inc/ma, Tradewinds, LLC., Balboa Wealth Partners, Huntleigh Advisors, Inc., Aspect Partners, LLC, Glenmede Investment Management, LP, Exchange Traded Concepts, Llc, Quaker Wealth Management, LLC, Asset Dedication, LLC, Trust Co Of Vermont, och BRYN MAWR TRUST Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Opulen Financial Group LLC | 32 818 | 0,95 | 584 | 2,28 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 130 531 | 0,18 | 2 323 | 1,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 117 865 | 6,53 | 2 098 | 7,10 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 39 581 | 6,89 | 705 | 8,14 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 95 708 | 5,49 | 1 704 | 6,77 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10 593 | 189 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 11 820 | 7,98 | 210 | 9,38 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 569 555 | 0,87 | 10 138 | 2,08 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 89 782 | 0,46 | 1 598 | 1,65 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15 798 | 19,02 | 281 | 20,60 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7 386 | 0,61 | 131 | 1,55 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 21 409 | 7,92 | 381 | 9,48 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 149 748 | 4,22 | 2 666 | 5,46 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 167 611 | 12,77 | 2 983 | 14,12 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 049 | 19 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 371 865 | 2,55 | 6 619 | 3,78 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 092 069 | 4,59 | 37 239 | 5,84 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 13 967 | 0,66 | 249 | 1,64 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 485 695 | 1,81 | 8 645 | 3,03 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 13 090 | 2,26 | 233 | 3,56 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 25 425 | 3,46 | 453 | 4,63 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10 539 | 0,05 | 188 | 1,08 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 15 275 | 2,93 | 272 | 3,83 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 325 157 | 1,17 | 5 788 | 2,37 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 69 297 | 0,92 | 1 233 | 2,15 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 97 301 | 5,97 | 1 732 | 7,18 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 190 986 | 10,62 | 3 400 | 11,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 492 757 | 2,09 | 27 | 4,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 117 589 | 3,87 | 19 893 | 5,11 | ||||
| 2025-07-23 | 13F | Family Legacy, Inc. | 296 312 | 0,82 | 5 274 | 2,03 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 298 659 | 5 316 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 435 679 | 0,87 | 7 755 | 2,08 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 13 298 | 237 | ||||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 183 419 | 7,85 | 3 265 | 9,13 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 786 367 | 0,57 | 13 997 | 1,77 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 653 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 217 116 | 6,25 | 3 865 | 7,51 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1 361 | 1,49 | 24 | 4,35 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 603 821 | 3,82 | 10 748 | 5,06 | ||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 20 305 | 363 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 114 | 2 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 329 | 1,45 | 24 | 0,00 | ||||
| 2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 153 895 | 2 739 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21 935 100 | 26,82 | 390 446 | 28,33 | ||||
| 2025-07-23 | 13F | Ti-trust, Inc | 26 424 | 19,54 | 470 | 21,13 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 367 561 | 2,13 | 6 543 | 3,35 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 24 704 | 0,04 | 440 | 1,15 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 11 102 | 0,24 | 198 | 1,55 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 15 000 | 267 | ||||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 24 595 | 0,36 | 438 | 1,39 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14 867 | 262 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 160 523 | 12,42 | 2 857 | 13,78 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 17 599 | 313 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 24 163 | 0,50 | 430 | 1,90 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 43 330 | 13,46 | 771 | 14,90 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 28 400 | 108,82 | 506 | 111,30 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 11 966 | 213 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 196 125 | 0,05 | 3 491 | 2,71 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 12 075 | 3,10 | 215 | 3,88 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 146 | 1,22 | 109 | 2,83 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 25 153 | 1,46 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 833 923 | 14 844 | ||||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 952 756 | 2,73 | 16 959 | 3,97 | ||||
| 2025-05-08 | NP | OTRFX - OnTrack Core Fund Investor Class Shares | 75 000 | 50,00 | 1 319 | 56,47 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 20 628 | 73,86 | 367 | 76,44 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 39 200 | 32,66 | 701 | 39,44 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 376 954 | 3,85 | 6 710 | 5,09 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 27 149 | 12,46 | 483 | 13,92 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 675 202 | 1 719,95 | 205 | −94,26 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 328 815 | 4,02 | 5 853 | 5,25 | ||||
| 2025-08-08 | 13F | Stonebridge Advisors Llc | 1 088 208 | 135,61 | 19 370 | 138,43 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 10 287 | 183 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 95 332 | 0,08 | 1 697 | 1,25 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 725 | 78,69 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 537 716 | 554,10 | 9 571 | 561,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 178 866 | 3,06 | 38 784 | 4,29 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 380 281 | 0,70 | 6 769 | 1,91 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 8 | 0 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 216 | 4 | ||||||
| 2025-05-07 | 13F | Brio Consultants, LLC | 23 610 | 415 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7 534 | 134 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 10 214 470 | 2,81 | 181 818 | 4,04 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 146 373 | 3,04 | 2 605 | 4,28 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 593 760 | 3,68 | 10 569 | 4,91 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14 391 | 256 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 5 553 | 99 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 10 564 | 188 | ||||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 985 582 | 1,54 | 35 343 | 2,75 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 397 713 | 9,59 | 7 079 | 10,90 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 10 058 | 179 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 44 232 | 336,51 | 787 | 342,13 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 7 865 | 575,11 | 140 | 631,58 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 156 612 | 13,11 | 2 788 | 14,46 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 96 434 | 31,65 | 1 717 | 33,23 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 210 758 | 13,74 | 3 751 | 15,10 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 16 219 | 2,50 | 289 | 3,60 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 196 311 | 0,54 | 3 494 | 1,75 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 160 772 | 9,77 | 2 862 | 11,06 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 158 557 | 5,46 | 2 822 | 6,73 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 730 | 1,47 | 31 | 3,45 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 422 228 | 2,69 | 7 528 | 5,54 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 14 777 | 263 | ||||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 41 371 | 259,75 | 728 | 258,13 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 157 530 | 885,36 | 2 804 | 894,33 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 198 926 | 5,31 | 21 341 | 6,57 | ||||
| 2025-08-15 | 13F | State of Tennessee, Treasury Department | 1 832 300 | 57,97 | 32 615 | 59,86 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 22 079 | 23,22 | 393 | 24,76 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1 923 095 | 1 941 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 556 479 | 8,20 | 27 705 | 9,50 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 67 | 52,27 | 1 | |||||
| 2025-07-21 | 13F | Seros Financial, LLC | 441 869 | 3,12 | 7 865 | 4,37 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10 251 | 183 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 11 817 | 211 | ||||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 15 979 | 2,41 | 284 | 3,65 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 125 795 | 3,32 | 2 244 | 4,81 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 408 636 | 1,51 | 7 274 | 2,73 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 15 697 | 279 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 53 002 | 46,75 | 943 | 48,50 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 123 355 | 0,79 | 2 196 | 2,00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 3 266 | 58 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 179 285 | 0,36 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 477 121 | 0,17 | 8 492 | 0,74 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 965 | 1,44 | 53 | 1,96 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41 263 | 3,51 | 734 | 4,71 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 321 142 | 5 716 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 10 746 | 3,77 | 191 | 4,95 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 49 714 | 0,20 | 885 | 1,38 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 868 | 33 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 25 786 | 116,38 | 459 | 119,14 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 25 527 | 1,72 | 454 | 2,95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 622 473 | 11,44 | 11 080 | 12,77 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 62 151 | 1,03 | 1 106 | 2,22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 226 544 | 1,17 | 128 632 | 2,37 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 13 607 | 0 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 43 145 | 48,26 | 759 | 47,18 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 82 426 | 0,45 | 1 467 | 1,66 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 81 796 | 3,14 | 1 456 | 4,45 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 20 404 | 0,97 | 363 | 2,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 176 853 | 1,27 | 3 148 | 2,47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 98 311 | 297,34 | 1 750 | 302,07 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 153 666 | 2 735 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 1 690 797 | 10,81 | 30 096 | 12,13 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 106 334 | 6,20 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 006 773 | 4,19 | 35 721 | 5,44 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 313 | 1,29 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 475 480 | 48,95 | 8 464 | 50,72 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 25 703 | 11,63 | 458 | 12,84 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 177 189 | 24,21 | 3 154 | 25,67 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 26 347 | 469 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 193 676 | 2,14 | 3 447 | 3,36 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 6 160 | 12,72 | 110 | 13,54 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 314 | 6 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 850 386 | 1,62 | 14 958 | 0,99 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 82 120 | 35,11 | 1 462 | 36,67 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 752 | 37,73 | 13 | 44,44 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 36 625 | 652 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 264 106 | 5 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 584 542 | 5,52 | 10 405 | 6,77 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 11 178 | 199 | ||||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29 737 | 2,11 | 529 | 3,32 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 1 402 861 | 433,42 | 24 971 | 439,78 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 20 200 | 8,35 | 360 | 9,79 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 84 087 | 1,33 | 1 497 | 2,54 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 12 844 | 18,78 | 229 | 20,00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 57 184 | 111,79 | 1 015 | 114,14 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 10 000 | 178 | |||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 141 498 | 42,39 | 2 519 | 44,13 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 722 073 | 4,06 | 12 853 | 5,30 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 347 | 6 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 030 909 | 5,63 | 18 350 | 6,89 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 25 288 | 1,32 | 450 | 2,51 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 381 102 | 12,98 | 6 784 | 14,33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 453 262 | 8 068 | ||||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 484 380 | 4,05 | 8 622 | 5,29 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 343 418 | 1,92 | 6 113 | 3,14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 15 555 | 11,86 | 277 | 13,11 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 636 | 385,50 | 11 | 450,00 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 21 119 | 1,16 | 376 | 2,18 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 317 957 | 25,22 | 5 644 | 26,35 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 61 905 | 178,26 | 1 101 | 181,59 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 59 848 | 0,75 | 1 065 | 2,01 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 14 656 | 261 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 731 203 | 0,57 | 30 815 | 1,77 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 861 | 87 | ||||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 16 858 | 0,41 | 300 | 1,69 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 359 458 | 3,26 | 6 398 | 4,49 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 3 114 | 55 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 895 983 | 6,59 | 51 549 | 7,87 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 13 729 | 244 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 644 525 | 3,71 | 29 273 | 4,95 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 554 777 | 2,40 | 9 903 | 4,09 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 20 058 | 18,22 | 357 | 19,80 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 281 | 23 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 163 544 | 0,92 | 2 911 | 2,14 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 46 601 | 7,51 | 829 | 11,73 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 20 293 | 61,90 | 361 | 64,09 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 62 759 | 2,43 | 1 117 | 3,71 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 79 945 | 2,97 | 1 423 | 4,25 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 507 992 | 3,69 | 9 | 12,50 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 393 356 | 4,87 | 7 002 | 6,12 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 31 730 | 8,94 | 565 | 10,16 | ||||
| 2025-06-25 | NP | HISF - First Trust Strategic Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131 871 | 6,73 | 2 277 | 3,74 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 39 008 | 0,01 | 694 | 1,17 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 48 285 | 7,88 | 859 | 9,15 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 487 611 | 4,70 | 8 679 | 5,96 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 382 411 | 8,12 | 6 807 | 9,40 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 633 518 | 12,88 | 11 277 | 14,22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 36 119 | 211,29 | 643 | 214,71 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 499 674 | 1,01 | 62 299 | 2,24 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 14 764 | 0,22 | 263 | 1,16 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 96 072 | 9,65 | 1 710 | 10,97 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 49 022 | 9,26 | 873 | 10,52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 519 573 | 5,18 | 9 | 12,50 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 116 743 | 1,85 | 2 078 | 3,08 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 298 370 | 0,34 | 5 380 | 5,43 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 13 230 | 0,70 | 236 | 1,73 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 262 442 | 0,04 | 4 671 | 1,24 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 359 087 | 4,13 | 6 392 | 4,72 | ||||
| 2025-07-29 | 13F | Creekside Partners | 33 859 | 26,23 | 603 | 27,81 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 80 774 | 0,03 | 1 438 | 1,20 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 88 016 | 3,88 | 1 548 | 3,06 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 143 971 | 0,07 | 2 563 | 1,26 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 227 493 | 45,56 | 4 050 | 47,33 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 36 541 | 2,88 | 650 | 4,17 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 704 738 | 50,04 | 12 544 | 51,85 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 440 | 1,15 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 14 007 | 249 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 51 836 | 168,36 | 923 | 171,98 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 812 847 | 95,96 | 14 469 | 98,30 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 21 635 | 1,12 | 385 | 2,39 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 10 842 | 7,24 | 193 | 8,47 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 656 | 190 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 540 | 0,93 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 15 966 | 1,40 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 20 083 | 357 | ||||||
| 2025-08-13 | 13F | Alerus Financial Na | 325 | 6 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 32 818 | 12,35 | 584 | 13,84 |
