Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund inkluderar Modern Wealth Management, LLC, Summit Wealth Group Llc / Co, Penserra Capital Management LLC, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Gotham Asset Management, LLC, Wisconsin Wealth Advisors, LLC, Chilton Investment Co Llc, Quantinno Capital Management LP, Mpwm Advisory Solutions, Llc, KFA Private Wealth Group, LLC, Hilltop Partners LLC, Brass Tax Wealth Management, Inc, FSM Wealth Advisors, LLC, Tyche Wealth Partners LLC, Diversify Wealth Management, Llc, Exchange Traded Concepts, Llc, Winnow Wealth Llc, Quaker Wealth Management, LLC, Skopos Labs, Inc., och Abound Wealth Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-01 | 13F | Park National Corp /oh/ | 494 509 | 2,03 | 22 105 | 2,28 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 108 228 | 0,40 | 4 838 | 0,65 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 371 926 | 7,88 | 16 625 | 8,15 | ||||
| 2025-08-07 | 13F | Nwam Llc | 80 223 | 27,39 | 3 625 | 29,14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 891 | 0,18 | 219 | 0,46 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 210 934 | 38,55 | 9 429 | 38,89 | ||||
| 2025-08-14 | 13F | Comerica Bank | 80 147 | 13,01 | 3 583 | 13,28 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 37 686 | 0,00 | 1 706 | 3,46 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 107 | 148,84 | 5 | 300,00 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 20 081 | 7,49 | 898 | 7,81 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 13 580 | 0,12 | 612 | 1,16 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 15 499 | 1,19 | 693 | 1,47 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 352 820 | 76,16 | 15 771 | 76,61 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11 717 | 0,01 | 524 | 0,19 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 5 648 | 4,05 | 252 | 6,78 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 39 571 | 10,10 | 1 769 | 10,36 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 171 | 0,60 | 52 | 1,96 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 98 587 | 3,46 | 4 407 | 3,72 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 13 208 | 0,06 | 1 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 463 901 | 3,06 | 20 736 | 3,32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 62 901 | 4,71 | 2 812 | 7,25 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 71 743 | 8,72 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 159 248 | 1,41 | 7 118 | 1,66 | ||||
| 2025-05-08 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 9 740 | 7,56 | 434 | 5,60 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 316 256 | 1,75 | 14 137 | 2,00 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 10 562 | 472 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 17 691 185 | 0,19 | 790 796 | 0,43 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 022 | 59,16 | 180 | 59,82 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4 338 | 40,34 | 194 | 40,88 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14 492 | 5,60 | 648 | 5,89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 42 563 | 76,03 | 1 903 | 76,44 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 135 153 | 1,97 | 6 041 | 2,22 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 28 680 | 2,98 | 1 282 | 3,22 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 10 420 | 0,11 | 466 | 0,22 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1 735 | 100,58 | 78 | 102,63 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 115 902 | 6,19 | 5 181 | 6,45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 480 517 | 4,78 | 21 479 | 5,04 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-07-31 | 13F | Moment Partners, LLC | 139 349 | 0,23 | 6 229 | 0,47 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17 950 | 153,85 | 802 | 154,60 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 4 789 | 214 | ||||||
| 2025-08-11 | 13F | Capital Square, LLC | 24 830 | 0,16 | 1 122 | 1,45 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 929 | 2,56 | 265 | 3,11 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 323 100 | 3,25 | 14 443 | 3,51 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5 040 | 0,60 | 225 | 0,90 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 6 807 | 4,47 | 304 | 4,83 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 11 858 | 13,22 | 530 | 13,73 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 24 045 | 1 075 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 113 530 | 3,03 | 5 075 | 3,28 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 121 850 | 50,19 | 5 | 66,67 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 8 627 | 386 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 162 628 | 0,15 | 7 269 | 0,40 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 11 133 | 0,04 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 17 811 | 5,23 | 796 | 5,57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 696 | 1,19 | 478 | 1,49 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 762 256 | 0,54 | 34 446 | 1,89 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 968 | 1,07 | 267 | 1,14 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10 700 | 19,77 | 481 | 20,60 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 28 136 | 0,18 | 1 258 | 0,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 203 106 | 182,03 | 9 079 | 182,72 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 109 133 | 155,66 | 4 878 | 161,98 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 82 655 | 4 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4 630 | 0,04 | 207 | 0,00 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 17 475 | 4,79 | 795 | 17,28 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 283 463 | 3,00 | 12 671 | 3,26 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 2 941 | 7,85 | 131 | 10,08 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 241 | 0,42 | 11 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 331 | 59 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 75 132 | 0,15 | 3 358 | 0,39 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 7 555 | 0,08 | 343 | 3,32 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 18 095 | 0,57 | 809 | 0,75 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 116 201 | 13,32 | 5 336 | 20,16 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 12 552 | 14,85 | 561 | 15,20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 73 815 | 2,51 | 3 300 | 2,77 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 9 589 | 429 | ||||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 24 208 | 90,57 | 1 082 | 91,17 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 32 418 | 15,86 | 1 449 | 16,20 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1 166 | 0,60 | 52 | 1,96 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2 096 | 0,24 | 94 | 0,00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 67 939 | 3 037 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 823 653 | 14,11 | 82 | 14,08 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 29 062 | 0,75 | 1 299 | 1,01 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 5 585 | 0,56 | 250 | 0,81 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 410 722 | 14,61 | 18 359 | 14,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 267 270 | 0,18 | 101 346 | 0,42 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8 807 | 394 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 319 289 | 0,30 | 14 272 | 0,54 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 27 034 | 17,10 | 1 208 | 17,40 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 10 649 | 64,31 | 476 | 65,28 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 11 513 | 7,72 | 515 | 7,98 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 515 | 23 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 25 459 | 1,00 | 1 138 | 1,25 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 12 205 | 0,39 | 546 | 0,55 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 26 781 | 10,01 | 1 197 | 10,32 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10 451 | 0,58 | 467 | 0,86 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1 016 | 45 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35 874 | 45,62 | 1 604 | 45,99 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 25 132 | 20,93 | 1 123 | 21,27 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16 543 | 1,37 | 739 | 1,65 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6 490 | 2,92 | 290 | 3,20 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 176 | 19,86 | 187 | 24,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 105 187 | 1 146,59 | 4 702 | 1 150,27 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 180 | 0 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 394 | 201 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 245 520 | 378,81 | 10 975 | 380,05 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 43 382 | 1,66 | 1 939 | 4,14 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 137 837 | 0,77 | 6 161 | 1,03 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 80 | 4 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6 558 | 293 | ||||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 131 905 | 3,37 | 5 896 | 3,64 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 268 684 | 12 010 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 11 238 | 0,50 | 502 | 0,80 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 692 | 31 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 790 | 0,38 | 35 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 77 428 | 9,93 | 3 461 | 10,22 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 10 693 | 0,02 | 478 | 0,21 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 477 604 | 3,78 | 21 349 | 4,03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 121 194 | 16,75 | 5 417 | 17,05 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 660 409 | 1,97 | 29 520 | 2,22 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 8 820 | 0,07 | 394 | 0,25 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 793 | 3,23 | 209 | 0,97 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 278 627 | 2,97 | 12 672 | 10,42 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 86 041 | 12,16 | 3 846 | 12,46 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 30 263 | 2,90 | 1 353 | 3,13 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 25 660 | 0,23 | 1 147 | 0,53 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 6 688 | 0,15 | 299 | 0,34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 152 017 | 45,28 | 6 795 | 46,95 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 13 590 | 2,14 | 607 | 2,36 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 478 883 | 3,37 | 21 406 | 3,63 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27 623 | 1 235 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 6 191 | 0,13 | 277 | 0,36 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 161 | 0,61 | 52 | 0,00 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 160 671 | 2,11 | 7 182 | 2,35 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 699 | 0,30 | 76 | 0,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 105 110 | 102,80 | 4 698 | 103,29 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 522 | 23 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 5 672 | 255 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 36 990 | 1,49 | 1 653 | 1,72 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 8 450 | 2,19 | 378 | 2,45 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 15 760 | 704 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 137 719 | 6 156 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 420 598 | 1,21 | 18 801 | 1,46 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 18 113 | 0,67 | 810 | 0,87 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 382 | 0,53 | 17 | 6,25 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 7 691 | 0,39 | 344 | 0,59 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 429 241 | 31,30 | 19 071 | 31,98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 64 382 | 9,42 | 2 878 | 9,68 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 9 183 | 0,04 | 410 | 0,24 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 6 158 | 0,59 | 275 | 1,10 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 15 631 | 15,84 | 699 | 16,14 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 201 579 | 4,61 | 9 011 | 4,86 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 887 | 263 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 18 144 | 16,58 | 811 | 17,03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 006 516 | 6,22 | 179 091 | 6,48 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 335 558 | 13,18 | 14 999 | 13,46 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12 180 | 1,26 | 544 | 1,49 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 27 859 | 0,04 | 1 245 | 0,48 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 26 318 | 16,01 | 1 176 | 16,32 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 37 505 | 68,83 | 1 676 | 69,29 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 309 | 148 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 33 320 | 0,90 | 1 489 | 1,15 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 502 705 | 5,13 | 22 471 | 5,39 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 5 803 | 0,05 | 259 | 0,39 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 099 | 22,11 | 94 | 22,37 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 136 925 | 6 121 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 8 480 | 5,80 | 379 | 6,16 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 025 | 14,01 | 359 | 14,38 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 94 914 | 4 243 | ||||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 18 717 | 0,31 | 837 | 0,48 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 21 014 | 168,41 | 939 | 169,05 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 335 | 0 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 88 | 4 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 39 724 | 2,47 | 1 781 | 3,01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 518 881 | 1,20 | 23 | 4,55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 14 271 | 0,57 | 638 | 0,79 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 347 | 4,17 | 284 | 4,43 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 42 206 | 1,21 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 17 340 | 0,41 | 775 | 0,65 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 579 921 | 15,72 | 249 413 | 16,42 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13 051 | 50,13 | 583 | 50,65 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 596 | 34,06 | 340 | 34,52 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 827 | 37 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 15 709 | 2,55 | 702 | 2,78 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 7 921 | 30,45 | 354 | 31,11 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4 781 | 214 | ||||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 353 372 | 2,79 | 15 796 | 3,05 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 241 113 | 0,00 | 10 778 | 0,24 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 25 491 | 11,87 | 1 139 | 12,11 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 9 108 | 6,66 | 407 | 7,11 | ||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 196 001 | 4,89 | 8 761 | 5,15 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 245 277 | 6,29 | 10 964 | 6,55 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 300 | 14 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 56 085 | 18,02 | 2 507 | 18,26 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 141 242 | 3,51 | 51 014 | 3,77 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 450 | 20 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 9 009 | 0,63 | 403 | 0,75 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 110 150 | 8,40 | 5 | 0,00 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 82 099 | 0,09 | 3 670 | 0,33 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 4 641 | 0,15 | 207 | 1,98 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2 397 | 0,13 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 209 613 | 10,55 | 9 370 | 10,81 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 4 082 | 112,27 | 182 | 114,12 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 60 326 | 195,19 | 2 697 | 195,94 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 11 260 | 173,43 | 503 | 174,86 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 089 | 49 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 140 | 23,69 | 543 | 23,74 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 603 | 23,85 | 250 | 24,38 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 28 | 1 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 39 323 | 10,77 | 1 758 | 11,06 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 15 791 | 706 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9 526 | 0,22 | 426 | 0,47 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 13 046 | 4,18 | 583 | 4,48 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 857 687 | 1,77 | 83 039 | 2,02 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 423 722 | 102,59 | 18 940 | 103,11 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 27 920 | 0,58 | 1 248 | 0,89 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 6 127 | 274 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 152 495 | 26,98 | 6 817 | 27,28 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 13 956 | 1,97 | 624 | 2,13 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8 218 | 0,29 | 367 | 0,55 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 27 959 | 1,16 | 1 250 | 1,38 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 51 983 | 11,81 | 2 324 | 12,06 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 | −97,17 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 56 067 | 0,07 | 2 506 | 0,32 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 176 165 | 77,69 | 7 875 | 78,14 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 75 487 | 120,61 | 3 374 | 121,25 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 77 805 | 3 526 | ||||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 4 774 | 0,13 | 213 | 0,47 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 63 900 | 0,49 | 2 856 | 0,74 |
