Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF inkluderar Wesbanco Bank Inc, GGM Financials LLC, BHILX - BHILL Fund Managed Account Completion Shares, Kaydan Wealth Management, Inc., Vaughan David Investments Inc/il, Gibbs Wealth Management, Tradewinds, LLC., Putnam Fl Investment Management Co, Sollinda Capital Management LLC, RMB Capital Management, LLC, Evolution Wealth Management Inc., Fund Evaluation Group, LLC, BRMSX - Bramshill Income Performance Fund Institutional Class, Toth Financial Advisory Corp, Skopos Labs, Inc., och Strategic Wealth Partners, Ltd. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 866 514 | 8,68 | 171 618 | 8,73 | ||||
| 2025-08-25 | NP | FVC - First Trust Dorsey Wright Dynamic Focus 5 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 | 1 309 386 | 22,97 | 78 393 | 23,03 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 13 092 | 173,49 | 784 | 173,78 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 194 730 | 33,99 | 11 659 | 34,06 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 285 361 | 0,63 | 17 085 | 0,68 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 14 752 | 883 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4 702 | 33,69 | 282 | 33,81 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 109 706 | 28,84 | 6 568 | 28,91 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 98 504 | 17,03 | 5 897 | 17,10 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 623 | 0,97 | 0 | |||||
| 2025-08-11 | 13F | Rahlfs Capital, Llc | 7 926 | 56,15 | 475 | 56,44 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 14 841 | 17,31 | 888 | 17,46 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 627 | 5,36 | 1 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 294 895 | 19,99 | 17 655 | 20,05 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 287 994 | 59,77 | 17 242 | 59,86 | ||||
| 2025-08-07 | 13F | PFG Advisors | 4 849 | 2,89 | 290 | 2,84 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 16 490 | 983 | ||||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 3 769 | 226 | ||||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 12 595 | 0,82 | 754 | 0,94 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3 722 | 223 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 3 287 | 9,57 | 197 | 9,50 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 112 843 | 6 756 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 968 | 148 300,00 | 178 | |||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 178 018 | 4,36 | 10 658 | 4,41 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 12 992 | 2,12 | 778 | 2,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 35 841 | 21,49 | 2 146 | 21,53 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26 968 | 16,85 | 1 615 | 16,87 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 141 | 8 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 7 251 | 434 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4 866 | 28,63 | 291 | 28,76 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 91 939 | 5 504 | ||||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 20 893 | 823,24 | 1 252 | −7,60 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 97 246 | 2,23 | 5 822 | 2,28 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 10 188 | 38,44 | 610 | 38,41 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 31 873 | 43,17 | 1 908 | 43,24 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 38 663 | 10,62 | 2 315 | 10,66 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 164 220 | 33,51 | 9 832 | 33,57 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 504 975 | 5,15 | 30 233 | 5,20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 183 347 | 5,46 | 10 977 | 5,52 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 28 399 | 0,67 | 1 700 | 0,71 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 796 214 | 14,10 | 48 | 14,63 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 146 574 | 4,91 | 8 775 | 4,96 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 11 807 | 11,64 | 707 | 11,71 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 94 498 | 10,30 | 5 658 | 10,36 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 27 015 | 5,80 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 86 724 | 5,46 | 5 192 | 5,51 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 124 908 | 51,43 | 7 497 | 51,50 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 52 354 | 839,42 | 3 134 | 841,14 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 453 | 0,63 | 0 | |||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 6 085 | 0,28 | 0 | |||||
| 2025-07-25 | NP | LDSF - First Trust Low Duration Strategic Focus 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 | 123 634 | 5,94 | 7 393 | 5,87 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 628 301 | 31,50 | 38 | 32,14 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 205 925 | 919,53 | 12 329 | 920,53 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 080 875 | 8,31 | 64 712 | 8,36 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 239 929 | 49,95 | 14 365 | 50,03 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 11 357 | 680 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 9 100 | 82,00 | 547 | 82,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 919 | 121,41 | 234 | 122,86 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 47 918 | 60,57 | 2 869 | 60,67 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 64 | 1,59 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 151 | 2,65 | 368 | 2,79 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 128 610 | 0,08 | 7 700 | 0,13 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 48 | 3 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 450 | 1 566,67 | 27 | 2 500,00 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 5 484 | 0,09 | 328 | 0,31 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 3 349 | 201 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 91 001 | 20,75 | 5 460 | 20,69 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 9 779 | 39,46 | 585 | 39,62 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 70 421 | 7,36 | 4 231 | 7,41 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 89 585 | 7,31 | 5 363 | 7,37 | ||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 122 622 | 16,06 | 7 341 | 16,12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 52 536 | 6,78 | 3 145 | 6,83 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 208 | 0 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29 254 | 82,39 | 1 758 | 82,45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 327 247 | 11,31 | 19 592 | 11,37 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 199 679 | 0,10 | 11 955 | 0,14 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 4 195 | 251 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15 224 | 117,45 | 911 | 117,94 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 161 039 | 10,72 | 9 641 | 10,78 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 270 709 | 6,43 | 16 218 | 6,56 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 71 000 | 3,22 | 4 251 | 3,26 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 29 962 | 0,00 | 1 794 | 0,06 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 231 774 | 4,97 | 13 877 | 5,02 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 199 991 | 11,62 | 11 973 | 11,68 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 43 630 | 6,81 | 2 612 | 6,87 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 27 | 3,85 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 332 | 20 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 393 876 | 108,08 | 23 581 | 108,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 155 331 | 11,21 | 9 300 | 11,26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 115 557 | 6 918 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 11 268 | 0,93 | 675 | 0,90 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 7 315 | 0,94 | 438 | 0,92 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 373 | 15,84 | 22 | 15,79 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 143 053 | 8 565 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 18 477 | 0,06 | 1 106 | 0,18 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 58 894 | 870,09 | 3 526 | 871,07 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 5 707 | 342 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 33 267 | 4,97 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 26 246 | 2,41 | 1 571 | 2,48 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 61 834 | 213,37 | 3 702 | 213,64 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 6 789 | 0,34 | 406 | 0,50 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 19 252 | 19,86 | 1 156 | 19,94 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 25 318 | 1,09 | 1 519 | 1,33 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 98 733 | 198,69 | 5 911 | 198,99 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4 133 | 247 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 305 | 15,09 | 18 | 20,00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 245 957 | 2,05 | 14 725 | 2,10 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1 566 530 | 32,32 | 93 678 | 32,06 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 6 950 | 416 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 77 954 | 3,18 | 4 668 | 3,27 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10 896 | 652 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 334 131 | 661,22 | 20 004 | 659,45 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 15 549 | 4,31 | 931 | 4,38 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 49 724 | 39,51 | 2 977 | 39,59 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 80 157 | 2,47 | 4 799 | 2,52 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 45 145 | 5,46 | 2 703 | 5,51 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 127 115 | 3,39 | 7 610 | 3,44 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20 631 | 1 235 | ||||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 265 | 1 666,67 | 16 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 353 325 | 11,28 | 21 163 | 11,33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 71 037 | 26,22 | 4 253 | 26,28 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 14 798 | 21,81 | 886 | 21,90 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 30 883 | 3,50 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 50 716 | 88,49 | 3 036 | 88,57 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 12 071 | 65,65 | 725 | 66,44 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 165 894 | 9 932 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4 021 | 242 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 10 379 | 117,77 | 621 | 117,89 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 536 817 | 3,18 | 32 139 | 3,23 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 14 354 | 0,36 | 859 | 0,47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 17 085 | 0,68 | 1 023 | 0,69 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 25 000 | 1 | ||||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 338 581 | 4,20 | 20 271 | 4,25 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 296 336 | 2,95 | 17 742 | 3,01 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21 890 | 320,64 | 1 311 | 321,22 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 27 103 | 26,55 | 1 623 | 26,62 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 116 759 | 6,16 | 7 001 | 6,37 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 269 919 | 0,02 | 435 250 | 0,07 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 23 503 | 156,47 | 1 407 | 156,75 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 110 561 | 6 619 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 54 751 | 4,08 | 3 278 | 4,13 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4 990 | 7,13 | 299 | 7,19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 97 650 | 211,47 | 5 846 | 211,62 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 41 723 | 10,88 | 2 507 | 10,93 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 71 278 | 0,08 | 4 283 | 0,12 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 51 331 | 604,23 | 3 073 | 604,82 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 58 200 | 16,40 | 3 484 | 16,44 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 120 893 | 10,40 | 7 238 | 10,45 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 298 967 | 3,34 | 17 959 | 3,37 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 59 284 | 20,01 | 3 549 | 20,06 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 132 086 | 155,05 | 8 | 133,33 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 13 | 1 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 29 115 | 13,81 | 1 743 | 13,92 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 28 327 | 8,17 | 1 696 | 8,17 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 50 018 | 0,01 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 312 935 | 21,90 | 18 735 | 21,96 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1 442 892 | 22,18 | 86 386 | 22,24 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 37 290 | 1,18 | 2 233 | 1,22 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 4 552 | 6,93 | 273 | 7,09 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 6 109 | 7,88 | 366 | 7,99 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 155 332 | 170,49 | 9 300 | 170,63 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 25 860 | 6,94 | 1 548 | 6,69 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 49 483 | 2 963 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 48 242 | 50,99 | 2 888 | 51,13 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 23 502 | 22,25 | 1 407 | 22,35 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 24 609 | 1 473 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 49 768 | 5,03 | 2 980 | 5,08 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 393 | 1 399,32 | 263 | 1 447,06 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 5 923 | 1,11 | 355 | 1,14 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 21 287 | 4,67 | 1 274 | 4,77 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 12 041 | 721 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 9 779 | 82,27 | 585 | 82,24 | ||||
| 2025-05-30 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 438 | 26 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 8 209 | 108,88 | 491 | 108,94 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 225 820 | 18,80 | 13 520 | 18,85 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 770 | 226 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 49 935 | 2,32 | 2 990 | 2,36 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 194 577 | 4,35 | 11 649 | 4,41 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 1 065 893 | 63 815 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 501 150 | 4,60 | 149 744 | 4,65 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 15 356 | 3,47 | 919 | 3,49 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 405 | 1,25 | 24 | 4,35 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 21 662 | 16,14 | 1 297 | 16,13 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 20 | 0,00 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 33 227 | 14,26 | 1 989 | 14,31 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 42 372 | 668,86 | 2 537 | 668,79 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 6 964 | 9,34 | 417 | 9,19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 64 188 | 3 843 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 39 497 | 7,04 | 2 365 | 7,07 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 267 748 | 6,89 | 16 030 | 6,95 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 10 744 | 0,40 | 643 | 0,47 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 4 439 | 3,93 | 266 | 3,92 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 65 663 | 2,31 | 4 | 0,00 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 1 165 643 | 1 243,88 | 69 717 | 1 244,85 |
