Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF inkluderar TDSC - Cabana Target Drawdown 10 ETF, Marshall Wace, Llp, CLSM - Cabana Target Leading Sector Moderate ETF, JFLI - JPMorgan Flexible Income ETF, Blue Rock Wealth Management LLC, 21 West Wealth Management LLC, Hsbc Holdings Plc, Quantinno Capital Management LP, Ballast, Inc., Financial Advisory Service, Inc., Ping Capital Management, Inc., Concord Asset Management, LLC/VA, Tactive Advisors, LLC, Midwest Trust Co, Slagle Financial, LLC, Bradley Foster & Sargent Inc/ct, Abel Hall, LLC, J.Safra Asset Management Corp, Claris Financial LLC, och Natixis Advisors, L.p. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 52 | 1,96 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 804 | 207 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 21 279 | 196,61 | 1 158 | 211,86 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7 291 | 2,07 | 397 | 7,32 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 29 163 134 | 31,75 | 1 586 475 | 38,41 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7 599 | 3,19 | 413 | 8,40 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 19 178 | 27,74 | 1 043 | 34,23 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 29 342 | 8,03 | 1 596 | 13,51 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 280 | 6,15 | 178 | 11,25 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 4 842 | 263 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 452 088 | 4 392,58 | 24 591 | 4 619,96 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 20 831 | 1 133 | ||||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 12 039 | 2 307,80 | 655 | 2 516,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 402 | 21 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 10 410 | 566 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 82 028 | 14,44 | 4 462 | 20,24 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 73 562 | 8,89 | 4 002 | 14,38 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 6 631 | 44,59 | 370 | 57,02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 444 | 36,20 | 24 | 50,00 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 104 442 | 1,32 | 5 686 | 6,44 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5 000 | 272 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 29 742 | 0,61 | 1 618 | 5,69 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 97 766 | 5 318 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 141 | 8 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 44 351 | 2,16 | 2 413 | 7,34 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 912 | 21,44 | 50 | 28,95 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 45 890 | 61,66 | 2 496 | 69,91 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 186 009 | 4,52 | 10 119 | 9,81 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 085 | 4,13 | 222 | 9,36 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 828 | 9,70 | 535 | 15,33 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 16 897 | 917 | ||||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 4 408 | 240 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 249 572 | 5,97 | 12 923 | −2,68 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3 750 | 204 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 383 | 0,58 | 75 | 5,63 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 14 840 | 243,44 | 802 | 259,19 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 48 821 | 19,00 | 2 670 | 25,71 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 121 932 | 3,39 | 6 633 | 8,61 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 15 536 | 24,68 | 845 | 31,01 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 161 199 | 21,12 | 8 769 | 27,25 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 161 006 | 0,67 | 8 759 | 5,76 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 115 | 6 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 10 348 | 1,52 | 563 | 6,64 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 14 400 | 185,37 | 783 | 200,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 7 051 | 11,00 | 365 | 1,96 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 14 086 | 0,99 | 766 | 6,09 | ||||
| 2025-07-28 | 13F | Melia Wealth LLC | 13 101 | 46,64 | 713 | 54,11 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 29 197 | 0,86 | 1 588 | 6,01 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 9 665 | 5,16 | 526 | 10,53 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 72 669 | 26,86 | 3 953 | 33,28 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 575 311 | 1,75 | 140 097 | 6,90 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 58 253 | 255,98 | 3 169 | 274,03 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 24 156 | 1 311 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 12 249 | 48,15 | 666 | 55,61 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5 631 | 34,30 | 306 | 41,01 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 169 | 69,00 | 9 | 80,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 75 404 | 20,99 | 4 102 | 27,12 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 152 722 | 37,58 | 8 308 | 32,76 | ||||
| 2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 23 198 | 131,26 | 1 262 | 142,97 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 134 890 | 25,01 | 7 338 | 31,34 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 355 | 78,19 | 509 | 87,45 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 74 670 | 35,96 | 4 062 | 42,88 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 10 | 233,33 | 1 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 248 026 | 4,34 | 13 493 | 9,62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19 871 597 | 1,81 | 1 081 015 | 6,96 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 377 556 | 1,20 | 20 539 | 6,32 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 142 058 | 20,86 | 7 728 | 26,96 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 2 277 | 111,62 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 27 900 | 12,05 | 1 518 | 17,69 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 23 235 | 60,10 | 1 264 | 68,18 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 31 816 | 20,76 | 1 731 | 26,83 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 87 | 20,83 | 5 | 33,33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 963 763 | 14,23 | 52 429 | 20,01 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 544 | 65,58 | 519 | 74,16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13 083 | 37,69 | 712 | 44,51 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 149 320 | 17,36 | 7 859 | 8,19 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 6 017 | 33,39 | 327 | 40,34 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 935 | 73,54 | 105 | 84,21 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 3 700 | 201 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 125 177 | 6,77 | 6 810 | 12,17 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 221 602 | 9,16 | 66 | 15,79 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 34 613 | 46,93 | 1 907 | 56,44 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 47 785 | 8,52 | 2 600 | 13,99 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 15 | 1 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 489 | 68,06 | 244 | 76,81 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 10 065 | 548 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 333 | 73 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 73 694 | 5,83 | 4 009 | 11,12 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 091 | 3,31 | 59 | 9,26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 589 375 | 10,12 | 195 284 | 15,68 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 116 700 | 3,35 | 6 | 20,00 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 4 680 | 4,67 | 255 | 9,96 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 115 529 | 35,75 | 6 | 50,00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 19 418 | 58,70 | 1 056 | 66,82 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 133 580 | 9,25 | 7 267 | 14,79 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 44 930 | 7,59 | 2 444 | 13,04 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 7 807 | 917,86 | 421 | 976,92 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 35 665 | 4,37 | 1 940 | 9,67 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16 289 | 159,09 | 843 | 142,24 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 4 299 | 234 | ||||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 49 185 | 21,47 | 2 676 | 27,62 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 17 142 | 23,37 | 933 | 29,62 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 13 514 | 50,89 | 700 | 38,69 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 18 590 | 12,33 | 1 011 | 18,11 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 202 930 | 7,45 | 11 043 | 12,89 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 6 693 | 3,69 | 364 | 8,98 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 7 975 | 0,15 | 434 | 11,60 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 20 278 | 33,52 | 1 103 | 40,33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 62 322 | 133,50 | 3 390 | 145,30 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 5 692 | 17,75 | 310 | 23,60 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 24 801 | 39,84 | 1 349 | 46,95 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 28 386 | 20,91 | 1 544 | 27,08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 932 166 | 4,35 | 105 110 | 12,12 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 475 953 | 61,79 | 25 892 | 69,98 | ||||
| 2025-07-23 | 13F | Matisse Capital | 4 200 | 228 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 5 297 | 288 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 376 601 | 6,85 | 20 487 | 13,34 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 99 433 | 20,61 | 5 409 | 26,73 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 174 161 | 45,78 | 9 474 | 53,18 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 859 312 | 4,23 | 156 | 9,15 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 139 472 | 5,33 | 7 587 | 10,66 | ||||
| 2025-07-16 | 13F | TigerOak Management, L.L.C. | 9 749 | 3,65 | 530 | 8,83 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 14 527 | 8,02 | 1 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 93 859 | 9,67 | 5 106 | 15,21 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 213 | 0 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 273 244 | 27,27 | 14 864 | 33,72 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 26 556 | 61,21 | 1 445 | 69,48 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 807 | 16,56 | 425 | 22,54 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 6 367 | 10,00 | 346 | 15,72 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 38 550 | 3,35 | 2 097 | 8,60 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 57 285 | 6,39 | 3 116 | 11,80 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 35 513 | 26,44 | 1 932 | 32,81 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 199 311 | 17,64 | 10 843 | 23,60 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 3 916 | 0,59 | 203 | −7,76 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 172 | 9 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 19 862 | 10,11 | 1 080 | 15,63 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 131 581 | 8,90 | 7 158 | 14,42 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 4 360 | 99,00 | 237 | 109,73 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 639 032 | 14,08 | 34 763 | 19,85 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 333 | 150,38 | 18 | 200,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 31 538 | 49,05 | 1 716 | 56,62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 30 627 | 19,06 | 1 666 | 25,08 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 9 078 | 19,75 | 494 | 25,77 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 246 772 | 12,88 | 13 424 | 18,59 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 8 945 | 487 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 40 182 | 1,93 | 2 186 | 7,06 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11 761 | 29,03 | 640 | 35,67 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 118 255 | 17,33 | 6 433 | 23,28 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1 741 | 789 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 12 268 | 2,13 | 667 | 7,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 107 341 | 2,11 | 60 | 7,14 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 677 | 418 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 585 233 | 20,58 | 31 837 | 26,68 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 7 144 | 47,03 | 391 | 55,38 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 024 | 56 | ||||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 12 932 | 703 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 89 874 | 71,28 | 4 889 | 79,94 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 246 970 | 4,26 | 13 435 | 9,54 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10 491 | 571 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 6 040 | 28,10 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 25 310 | 133,81 | 1 377 | 145,71 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 17 118 | 931 | ||||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 12 477 | 22,74 | 1 | |||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 24 264 | 0,51 | 1 320 | 5,52 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 5 324 | 290 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 33 256 | 13,44 | 1 809 | 19,25 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 73 713 | 73,54 | 4 010 | 82,31 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 268 571 | 71,29 | 14 610 | 79,97 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 33 598 | 162,38 | 1 828 | 175,57 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3 970 | 216 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 15 087 | 19,67 | 821 | 25,77 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 117 618 | 45,87 | 6 398 | 53,25 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 58 188 | 8,71 | 3 165 | 18,45 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 8 057 | 438 | ||||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 152 249 | 13,25 | 8 282 | 18,99 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 62 277 | 9,63 | 3 388 | 15,16 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 157 | 8,28 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 888 | 701 | ||||||
| 2025-07-30 | 13F | Private Capital Advisors, Inc. | 7 886 | 429 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 813 | 860 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 26 372 | 31,10 | 1 435 | 37,75 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72 696 | 1 248,47 | 3 955 | 1 317,20 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 746 | 1,91 | 41 | 8,11 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 7 548 | 83,47 | 411 | 92,49 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 479 | 50,02 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 67 147 | 113,84 | 3 653 | 124,74 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 197 | 114 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 20 953 | 1,61 | 1 140 | 6,75 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 2 799 | 154 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 918 | 3,96 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 743 | 119,17 | 40 | 135,29 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 18 393 | 16,21 | 1 025 | 26,23 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 78 806 | 27,03 | 4 | 33,33 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 4 023 | 219 | ||||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 28 367 | 51,15 | 2 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 800 | 44 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13 678 | 14,16 | 744 | 20,00 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 34 785 | 9,25 | 1 892 | 14,81 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 10 775 | 0,94 | 585 | 10,80 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 4 340 | 5,98 | 236 | 11,32 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 14 177 | 4,13 | 771 | 9,52 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 427 767 | 8,43 | 23 271 | 13,92 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 39 801 | 1 285,35 | 2 165 | 8,52 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 7 860 | 0,90 | 428 | 5,96 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 3 971 | 216 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 91 | 5 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 7 955 | 31,16 | 433 | 37,58 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4 675 | 1,15 | 254 | 6,28 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 3 699 | 201 | ||||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 72 316 | 3 934 | ||||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 6 570 | 0,31 | 357 | 5,31 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 30 226 | 22,24 | 1 644 | 28,44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 689 508 | 6,51 | 91 909 | 11,90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 488 640 | 15,21 | 26 582 | 21,03 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 93 962 | 4,94 | 5 126 | 9,34 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15 936 | 15,51 | 867 | 21,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 210 400 | 19,07 | 11 446 | 25,10 | |||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 525 | 134,62 | 83 | 148,48 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 287 571 | 10,62 | 15 644 | 16,21 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 6 336 | 23,70 | 345 | 29,81 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 974 | 11,63 | 543 | 17,32 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 200 | 11 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 120 495 | 15,53 | 6 555 | 21,37 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 668 | 0,60 | 0 | |||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8 250 | 0,22 | 449 | 5,16 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 38 912 | 10,59 | 2 117 | 16,20 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 8 000 | 59,46 | 435 | 67,95 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 20 563 | 2,81 | 1 119 | 8,02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 144 043 | 81,35 | 7 836 | 90,54 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 91 126 | 72,64 | 4 957 | 81,38 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17 784 | 1,34 | 967 | 6,50 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 28 011 | 22,15 | 1 524 | 28,31 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 62 191 | 4,18 | 3 383 | 9,45 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 241 619 | 252,99 | 13 002 | 266,85 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 180 | 227 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 49 919 | 8,08 | 2 716 | 13,55 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 88 380 | 3,05 | 4 808 | 8,27 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 7 956 | 31,81 | 403 | 18,53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 899 076 | 7,58 | 48 910 | 13,02 | ||||
| 2025-08-14 | 13F | Comerica Bank | 152 312 | 20,71 | 8 286 | 26,82 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 | 1 | ||||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 453 041 | 536,03 | 24 645 | 568,25 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 47 863 | 0,84 | 2 604 | 5,94 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 458 264 | 21,67 | 24 930 | 27,82 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 36 770 | 2 000 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 956 848 | 2,29 | 52 053 | 7,47 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 9 079 | 494 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 800 | 300,00 | 44 | 330,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3 770 | 205 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 15 770 | 294,25 | 858 | 314,01 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 19 218 | 1 045 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 029 437 | 6,21 | 56 001 | 11,58 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 250 976 | 14,05 | 13 653 | 19,83 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 78 486 | 11,21 | 4 270 | 16,83 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 72 778 | 72,55 | 3 959 | 81,27 | ||||
| 2025-06-03 | 13F | Invst, LLC | 5 156 | 267 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 66 490 | 0,30 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 401 531 | 35,33 | 21 843 | 42,18 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 16 100 | 876 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 13 109 446 | 20,81 | 713 154 | 26,93 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 25 946 | 38,99 | 1 411 | 46,07 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 12 119 | 51,53 | 659 | 59,18 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 205 | 131,31 | 773 | 143,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 816 460 | 23,89 | 207 615 | 30,16 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 27 509 | 273,56 | 1 497 | 292,65 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 592 | 304 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 668 | 8,88 | 91 | 13,92 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18 864 | 2,42 | 1 026 | 7,66 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 10 971 | 95,63 | 597 | 88,61 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 109 772 | 13,00 | 5 972 | 18,73 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 5 620 | 306 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 79 481 | 15,53 | 4 324 | 21,36 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 913 522 | 2,49 | 212 896 | 7,67 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 307 | 31,46 | 289 | 37,80 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 16 064 | 1 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 15 271 | 9,41 | 822 | 10,20 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 143 292 | 44,43 | 7 795 | 51,74 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 40 167 | 133,10 | 2 185 | 131,71 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 67 689 | 4,11 | 3 682 | 9,39 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 20 148 | 1 084 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 87 027 | 68,99 | 4 780 | 80,38 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 4 086 | 123,89 | 222 | 136,17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 282 | 15 | ||||||
| 2025-08-14 | 13F | Helium Advisors LLC | 15 764 | 43,05 | 858 | 50,35 | ||||
| 2025-08-05 | 13F | Corps Capital Advisors, LLC | 10 462 | 121,42 | 569 | 133,20 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 8 313 | 3,94 | 452 | 9,18 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 605 657 | 4,16 | 33 514 | 11,31 | ||||
| 2025-07-10 | 13F | Security National Bank | 32 442 | 14,03 | 1 765 | 19,76 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 91 530 | 7,91 | 4 979 | 13,39 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 53 309 | 17,41 | 2 900 | 23,31 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 1 144 011 | 22,20 | 62 234 | 28,38 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 611 | 33 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 223 689 | 3,29 | 12 169 | 8,51 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 465 775 | 6,76 | 25 338 | 12,16 | ||||
| 2025-07-21 | 13F | Ping Capital Management, Inc. | 21 700 | 1 180 | ||||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 28 201 | 1,23 | 1 534 | 6,38 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 72 736 | 30,68 | 4 006 | 40,91 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 41 039 | 20,51 | 2 233 | 26,60 | ||||
| 2025-08-07 | 13F | Commerce Bank | 4 100 | 223 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 221 | 12 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 17 096 | 3,73 | 930 | 9,03 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 12 315 | 0,42 | 670 | 5,35 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 2 834 | 2,83 | 0 | |||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 33 277 | 17,58 | 1 810 | 23,55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 92 097 | 3,67 | 5 010 | 8,94 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9 609 | 9,94 | 523 | 15,49 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 18 509 | 1 007 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 13 322 | 57,38 | 723 | 64,84 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10 311 | 0,40 | 1 | |||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 35 696 | 12,64 | 1 942 | 18,35 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 162 | 63 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 48 796 | 1,13 | 2 655 | 6,24 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3 329 | 1,28 | 181 | 6,47 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 17 827 | 5,20 | 970 | 10,49 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 26 424 | 37,38 | 1 437 | 44,42 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 144 432 | 6,19 | 7 857 | 11,57 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 19 348 | 3,03 | 1 053 | 8,23 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 404 400 | 1 932,16 | 21 999 | 2 035,83 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 85 969 | 6,00 | 4 677 | 11,36 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 9 817 | 4,25 | 534 | 9,65 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 86 301 | 9,45 | 4 695 | 14,99 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 31 | 158,33 | 2 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 450 808 | 541,14 | 24 524 | 573,71 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 17 919 | 9,24 | 975 | 14,72 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7 972 | 41,15 | 434 | 48,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 19 | 1 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 8 759 | 32,49 | 476 | 39,18 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 4 243 | 231 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 676 | 29,25 | 35 | 20,69 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 91 619 | 3,08 | 4 984 | 8,30 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 543 050 | 5,72 | 29 542 | 11,06 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 4 478 | 3,47 | 244 | 8,48 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 11 576 | 630 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 73 954 | 20,66 | 4 023 | 26,79 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 22 994 | 15,75 | 1 251 | 21,60 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 320 418 | 7,42 | 17 431 | 12,85 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 608 | 3,21 | 87 | 8,75 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 37 649 | 161,56 | 2 048 | 174,90 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 314 165 | 4,99 | 16 974 | 9,55 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 7 000 | 381 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 10 683 | 106,36 | 581 | 116,79 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 16 118 | 877 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 11 136 811 | 15,97 | 605 843 | 21,83 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 128 057 | 555,86 | 6 966 | 589,02 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 4 000 | 207 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 3 757 | 203 | ||||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 24 164 | 39,64 | 1 315 | 46,65 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 31 178 | 5,27 | 1 696 | 15,37 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 68 517 | 32,92 | 3 727 | 39,64 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 78 966 | 29,09 | 4 296 | 35,62 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 124 126 | 2 613,73 | 6 752 | 2 761,02 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 19 299 | 20,23 | 1 051 | 26,35 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 3 843 | 209 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 18 872 | 2,62 | 1 027 | 7,77 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 9 514 | 19,57 | 518 | 25,49 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 10 900 | 73,02 | 593 | 81,60 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 8 159 | 0,11 | 444 | 4,98 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 39 838 | 6,53 | 2 167 | 11,93 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 855 800 | 400,18 | 46 556 | 425,51 | |||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 71 872 | 55,08 | 3 910 | 62,94 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 400 | 41,84 | 76 | 49,02 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 250 | 14 | ||||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 6 966 | 3,48 | 379 | 8,62 | ||||
| 2025-06-24 | NP | JFLI - JPMorgan Flexible Income ETF | 127 514 | 6 547 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 113 899 | 5 898 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 11 023 | 23,55 | 600 | 29,93 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 437 | 10,92 | 133 | 7,32 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 332 | 17 | ||||||
| 2025-06-26 | NP | CLSM - Cabana Target Leading Sector Moderate ETF | 234 077 | 12 018 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 137 | 0,47 | 116 | 5,45 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 20 996 | 17,42 | 1 142 | 23,46 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 100 | 5 | ||||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4 790 | 3,17 | 261 | 8,33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 300 787 | 40,62 | 70 763 | 47,73 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 162 880 | 146,55 | 8 861 | 159,06 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 50 236 | 6,46 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 574 739 | 8,73 | 31 266 | 14,24 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 34 730 | 369,51 | 1 889 | 393,21 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 4 071 | 0,42 | 221 | 5,74 | ||||
| 2025-09-03 | 13F | American Trust | 42 492 | 260,80 | 2 312 | 279,47 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 866 | 14,06 | 265 | 20,00 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 254 129 | 3,68 | 13 699 | 7,94 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 16 336 | 27,94 | 889 | 34,34 | ||||
| 2025-07-15 | 13F | Xcel Wealth Management, LLC | 12 659 | 18,59 | 689 | 24,64 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 16 297 | 28,60 | 887 | 35,06 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 143 435 | 5,60 | 8 | 0,00 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 36 204 | 45,01 | 1 969 | 52,40 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 51 177 | 0,24 | 2 784 | 5,33 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 128 949 | 3,34 | 7 122 | 10,22 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 34 451 | 24,58 | 1 873 | 30,82 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 9 680 | 527 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 7 422 | 404 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4 608 | 0,85 | 251 | 5,93 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 22 705 | 21,96 | 1 235 | 28,25 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 5 037 | 9,22 | 274 | 15,13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 628 401 | 6,27 | 34 | 13,33 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 4 833 | 263 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 2 302 | 63,15 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 38 666 | 0,56 | 2 103 | 5,68 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 462 | 26 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41 628 | 2,98 | 2 265 | 8,17 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 5 843 | 318 | ||||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 41 768 | 1,51 | 2 272 | 6,67 | ||||
| 2025-07-16 | 13F | Novem Group | 16 839 | 5,34 | 916 | 10,76 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 11 370 | 25,75 | 619 | 32,05 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 101 173 | 12,25 | 5 504 | 17,91 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6 096 | 0,33 | 332 | 5,41 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 702 445 | 65,97 | 38 213 | 74,37 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 31 363 | 13,06 | 1 706 | 18,80 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13 354 | 44,98 | 726 | 52,52 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 7 690 | 2,33 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 17 617 | 22,95 | 958 | 18,71 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 34 441 | 9,20 | 1 874 | 12,76 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 18 738 | 10,49 | 1 019 | 16,06 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 987 | 23,82 | 3 970 | 30,08 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 27 885 | 1 517 | ||||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 42 148 | 0,11 | 2 293 | 5,14 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 081 | 59 | ||||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 18 647 | 4,79 | 1 014 | 10,10 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 79 819 | 4 342 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 159 558 | 12,42 | 8 680 | 18,10 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 12 045 | 8,05 | 655 | 13,52 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 043 | 9,31 | 111 | 15,63 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 87 061 | 31,02 | 4 736 | 37,67 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 5 562 | 306 | ||||||
| 2025-07-23 | 13F | Abel Hall, LLC | 17 100 | 930 | ||||||
| 2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 309 619 | 15 896 | ||||||
| 2025-08-14 | 13F | BancorpSouth Bank | 72 752 | 35,55 | 3 958 | 42,39 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 12 673 | 15,22 | 689 | 21,09 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 36 606 | 17,21 | 1 895 | 7,67 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 31 674 | 79,23 | 1 723 | 88,31 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9 700 | 41,61 | 528 | 48,87 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 52 098 | 32,92 | 2 698 | 22,09 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 14 811 | 57,60 | 806 | 65,64 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 20 762 | 0,18 | 1 129 | 5,22 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 6 120 | 0,96 | 333 | 6,07 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 63 923 | 7,76 | 3 477 | 13,22 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 109 | 720,16 | 224 | 792,00 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 54 595 | 6,77 | 2 970 | 12,16 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 55 052 | 36,04 | 2 995 | 42,91 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 4 899 | 0,39 | 267 | 5,56 | ||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 125 590 | 26,04 | 6 610 | 18,50 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 4 600 | 12,20 | 250 | 17,92 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38 441 | 119,73 | 2 091 | 131,05 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 69 141 | 2,71 | 3 761 | 7,92 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13 464 | 4,28 | 732 | 9,58 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 106 | 3,92 | 6 | 0,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 213 | 12 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 7 355 | 21,97 | 400 | 28,21 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 200 | 100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 94 658 | 16,39 | 5 | 25,00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 16 578 | 0,69 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 64 307 | 15,76 | 3 498 | 21,63 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 767 295 | 2,66 | 204 941 | 7,85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 569 893 | 11,34 | 411 802 | 16,98 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 7 061 | 384 | ||||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 3 840 | 209 | ||||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 91 372 | 19,78 | 5 | 33,33 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 5 975 | 41,12 | 325 | 48,40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 700 | 32,16 | 636 | 38,86 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 269 227 | 2,03 | 14 646 | 7,19 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 271 414 | 14 765 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 251 698 | 33,34 | 13 692 | 40,13 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 33 820 | 22,91 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 233 630 | 21,34 | 12 709 | 17,07 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 14 824 | 4,39 | 806 | 9,66 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 3 915 | 1,29 | 213 | 6,00 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 56 530 | 35,73 | 3 075 | 42,63 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 20 547 | 1,92 | 1 118 | 7,09 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 56 390 | 4,80 | 3 068 | 10,09 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 043 | 20,45 | 329 | 26,64 | ||||
| 2025-08-07 | 13F | Searle & Co. | 7 490 | 2,28 | 407 | 7,39 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 8 031 | 2,21 | 437 | 7,39 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 3 800 | 207 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 693 167 | 15,52 | 201 043 | 21,59 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 37 317 | 354,64 | 2 030 | 377,65 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 107 473 | 3,04 | 5 847 | 8,26 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 53 937 | 9,33 | 2 934 | 14,88 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 60 443 | 23,87 | 3 288 | 30,17 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 633 262 | 11,27 | 34 449 | 16,90 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 98 599 | 17,98 | 5 364 | 23,94 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 13 580 | 7,10 | 739 | 12,50 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 46 330 | 3,25 | 2 509 | 8,01 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 9 694 | 3,67 | 527 | 8,88 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 683 996 | 29,35 | 37 209 | 35,90 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3 115 | 89,71 | 169 | 125,33 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 849 349 | 18,04 | 46 205 | 24,02 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 5 316 | 24,61 | 289 | 31,36 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 738 | 0,46 | 302 | 8,27 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12 516 | 44,91 | 681 | 52,13 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 935 | 0,21 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 211 671 | 17,64 | 11 515 | 23,58 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 16 232 | 1,59 | 883 | 6,77 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 6 752 | 367 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 3 506 075 | 3,64 | 190 731 | 8,89 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 56 182 | 24,98 | 3 056 | 31,33 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 250 | 3,91 | 220 | −4,35 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 13 372 | 52,21 | 727 | 60,13 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 20 000 | 1 900,00 | 1 088 | 2 033,33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 829 | 317 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 904 300 | 91,05 | 49 076 | 100,12 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 802 | 59,76 | 44 | 72,00 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 12 939 | 704 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 778 | 42 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 19 300 | 1 050 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 29 328 | 179,26 | 1 595 | 193,74 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 34 588 | 23,89 | 1 882 | 30,17 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 90 873 | 4 939 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 40 790 | 6,04 | 2 219 | 11,40 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 12 532 | 1,41 | 682 | 6,57 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15 638 | 851 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 18 100 | 9,81 | 985 | 15,36 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 40 197 | 2,01 | 2 187 | 7,16 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 41 274 | 302,87 | 2 245 | 323,58 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 34 089 | 26,32 | 1 855 | 32,71 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 40 183 | 27,79 | 2 186 | 34,21 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 39 208 | 21,21 | 2 133 | 27,36 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 38 074 | 8,85 | 2 071 | 14,36 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 39 837 | 35,56 | 2 167 | 42,47 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 14 840 | 28,11 | 807 | 34,72 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 201 234 | 194,90 | 10 947 | 209,85 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 19 524 | 18,60 | 1 062 | 24,65 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 252 941 | 1,35 | 13 760 | 6,48 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 17 041 | 6,71 | 927 | 12,23 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 167 391 | 60,63 | 9 106 | 68,79 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 107 707 | 10,33 | 5 859 | 15,93 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 35 974 | 1 957 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 44 056 | 2 397 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 382 228 | 25,79 | 20 793 | 32,16 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 12 284 | 18,24 | 668 | 24,39 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 32 | 2 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 172 809 | 2,92 | 9 401 | 8,13 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 4 490 | 244 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 51 902 | 75,89 | 3 | 100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 112 368 | 5,85 | 6 113 | 11,57 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 65 613 | 19,09 | 3 569 | 25,14 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 222 | 12 |
