Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF inkluderar Genesis Private Wealth, Llc, Wesbanco Bank Inc, Goldman Sachs Group Inc, Marino, Stram & Associates Llc, Summit Wealth Group Llc / Co, Divergent Planning, LLC, Hidden Cove Wealth Management, LLC, Gts Securities Llc, Tradewinds, LLC., Mpwm Advisory Solutions, Llc, EP Wealth Advisors, Inc., Certified Advisory Corp, Lake Street Financial Llc, Kaydan Wealth Management, Inc., Titleist Asset Management, Llc, FTBI - First Trust Balanced Income ETF, Asset Dedication, LLC, Barnes Dennig Private Wealth Management LLC, Hollencrest Capital Management, och Hantz Financial Services, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 16 122 | 794 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 133 821 | 3,78 | 6 592 | 4,01 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 38 446 | 27,63 | 1 894 | 27,91 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 69 401 | 264,71 | 3 419 | 265,56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 249 853 | 0,23 | 12 308 | 0,43 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 16 475 | 0,61 | 812 | 0,87 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 54 953 | 2 707 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 10 551 | 520 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 6 677 | 0,13 | 329 | 0,31 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15 320 | 29,21 | 755 | 30,68 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 27 759 | 2,66 | 1 367 | 2,86 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 115 777 | 3,58 | 5 703 | 3,80 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 20 408 | 54,88 | 1 005 | 55,33 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 42 202 | 2,18 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 10 032 | 3,19 | 494 | 3,56 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 25 642 | 1 237 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 11 956 | 15,73 | 589 | 15,98 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 13 325 | 9,63 | 656 | 9,88 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 72 344 | 0,81 | 3 564 | 1,02 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 32 869 | 266,07 | 1 619 | 267,12 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 48 354 | 6,59 | 2 382 | 6,77 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 126 722 | 2,10 | 6 242 | 2,31 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 67 607 | 2,11 | 3 330 | 2,34 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 441 694 | 0,87 | 21 758 | 1,07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 60 981 | 0,47 | 3 004 | 0,67 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8 762 | 432 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 42 269 | 598,20 | 2 082 | 601,01 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 797 | 0,13 | 433 | 0,46 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4 107 | 202 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 175 600 | 8 650 | ||||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 66 661 | 11,36 | 3 284 | 11,59 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 850 960 | 25,95 | 41 928 | 26,19 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 333 039 | 8,14 | 16 406 | 8,36 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 6 107 | 0,08 | 301 | 0,33 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 46 102 | 0,01 | 2 271 | 0,22 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 542 980 | 13,98 | 519 347 | 14,21 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 269 441 | 2,50 | 13 273 | 2,70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 833 495 | 4,69 | 41 058 | 4,90 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 11 814 | 582 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 993 | 29,30 | 689 | 29,51 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 13 078 | 4,32 | 644 | 4,55 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4 227 | 208 | ||||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 4 602 | 0,88 | 227 | 0,89 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 7 604 | 375 | ||||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 19 500 | 101,03 | 961 | 101,68 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 407 129 | 0,62 | 20 055 | 0,83 | ||||
| 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 | 878 118 | 5,00 | 42 940 | 4,48 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 101 800 | 68,63 | 5 015 | 68,99 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19 745 | 10,92 | 973 | 11,09 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 970 436 | 4,52 | 47 804 | 4,73 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 305 634 | 139,44 | 15 056 | 139,92 | ||||
| 2025-07-17 | 13F | City Holding Co | 53 715 | 2,16 | 2 645 | 2,36 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14 366 | 146,80 | 708 | 147,20 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 618 | 0,11 | 227 | 0,44 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 59 543 | 8,90 | 2 933 | 9,11 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 249 146 | 3,79 | 12 273 | 4,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6 674 | 11,36 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 19 193 | 4,49 | 945 | 4,65 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 53 330 | 7,20 | 2 627 | 7,44 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 25 770 | 33,04 | 1 269 | 33,30 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4 735 | 2,18 | 233 | 2,64 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 761 | 284 | ||||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 40 555 | 18,33 | 1 998 | 18,59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 100 919 | 8,16 | 4 971 | 8,40 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 48 119 | 1,21 | 2 370 | 1,41 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 12 376 | 0,55 | 609 | 0,50 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 64 272 | 1,64 | 3 166 | 1,87 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 400 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19 823 | 3,02 | 976 | 3,28 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 128 132 | 6,07 | 6 312 | 6,28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8 976 | 1,14 | 442 | 1,38 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 309 900 | 7,08 | 15 266 | 7,30 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 1 864 | 1,08 | 92 | 1,11 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 991 200 | 2,15 | 48 827 | 2,35 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 105 213 | 7,26 | 5 183 | 7,47 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 104 881 | 1,47 | 5 166 | 1,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11 096 | 0,21 | 547 | 0,92 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 127 903 | 7,52 | 6 283 | 7,44 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 643 | 0,11 | 229 | 0,44 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 17 150 | 15,06 | 845 | 15,30 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 778 | 0,28 | 88 | 1,16 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 16 635 | 1,46 | 819 | 1,61 | ||||
| 2025-07-25 | 13F | Cypress Capital Group | 35 550 | 10,22 | 1 751 | 10,47 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 250 | 0 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 156 777 | 2,41 | 7 723 | 2,60 | ||||
| 2025-07-25 | NP | LALT - First Trust Multi-Strategy Alternative ETF | 25 235 | 1 112,06 | 1 234 | 1 145,45 | ||||
| 2025-08-25 | NP | FTBI - First Trust Balanced Income ETF | 2 565 | 126 | ||||||
| 2025-08-14 | 13F | Abbot Financial Management, Inc. | 37 789 | 30,68 | 1 861 | 30,96 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152 694 | 75,43 | 7 508 | 75,48 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 116 | 0,87 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 180 190 | 1,88 | 255 176 | 2,09 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 117 644 | 5 795 | ||||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 17 580 | 2,03 | 866 | 2,13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24 346 | 115,66 | 1 199 | 116,43 | ||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 422 450 | 2,47 | 20 810 | 2,68 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 736 493 | 3,41 | 36 014 | 3,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 595 511 | 5,43 | 177 115 | 5,65 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 604 | 113,43 | 29 | 123,08 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 186 | 797 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 020 | 247 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 29 114 | 1,08 | 1 431 | 1,35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 841 616 | 7,52 | 90 718 | 7,74 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 26 127 | 79,88 | 1 287 | 80,11 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 453 087 | 4,02 | 22 319 | 4,24 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5 150 | 1,02 | 254 | 1,20 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 24 671 | 0,00 | 1 215 | 0,25 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35 852 | 2 | ||||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4 228 | 2,45 | 208 | 2,97 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 361 143 | 92,47 | 17 788 | 89,71 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 755 493 | 1,27 | 37 216 | 1,48 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 93 437 | 4 603 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 18 040 | 1,17 | 889 | 1,37 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17 061 | 840 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9 343 | 459 | ||||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 305 | 15 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 41 085 | 4,35 | 2 024 | 4,55 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 357 186 | 1,35 | 17 595 | 1,56 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 18 932 | 2,99 | 933 | 3,21 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 81 655 | 2,36 | 4 022 | 2,58 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 81 086 | 40,74 | 3 994 | 41,03 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 106 401 | 18,53 | 5 241 | 18,76 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 16 010 | 0,40 | 1 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8 530 | 6,07 | 420 | 6,33 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 52 797 | 7,08 | 2 601 | 7,30 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 85 195 | 9,88 | 4 197 | 10,10 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 363 206 | 104,02 | 17 892 | 104,45 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 23 782 | 7,56 | 1 172 | 7,83 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 12 126 | 8,22 | 597 | 8,55 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 224 226 | 32,41 | 11 045 | 32,67 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 54 223 | 12,27 | 2 671 | 12,51 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13 443 257 | 4,30 | 662 215 | 4,51 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 146 582 | 1,88 | 7 221 | 2,09 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 8 659 | 8,78 | 427 | 8,95 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 5 058 | 0,44 | 249 | 0,81 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 097 | 32,97 | 54 | 35,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 321 449 | 5,93 | 15 835 | 6,15 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6 049 | 0,72 | 298 | 0,68 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 18 407 | 4,77 | 907 | 4,98 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 307 531 | 10,21 | 15 149 | 10,43 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 4 527 | 2,12 | 223 | 2,76 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38 572 | 3,29 | 1 900 | 3,54 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 633 | 497,17 | 31 | 520,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4 963 965 | 20,21 | 244 525 | 20,45 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 100 | 5 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 196 329 | 9 671 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6 700 | 34,00 | 330 | 34,69 | |||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 172 059 | 0,48 | 8 476 | 0,69 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 134 552 | 0,77 | 6 628 | 0,98 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 5 195 | 0,08 | 256 | 0,00 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 299 341 | 0,08 | 14 746 | 0,29 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 60 565 | 43,95 | 2 978 | 44,23 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 5 302 | 261 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 54 529 | 52,66 | 2 686 | 53,05 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 094 | 7,34 | 1 335 | 7,58 | ||||
| 2025-07-09 | 13F | Searcy Financial Services Inc /adv | 395 350 | 1,30 | 19 475 | 1,50 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 925 | 46 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 14 186 | 1,60 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 252 052 | 11,44 | 12 416 | 11,66 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 115 343 | 1,94 | 5 682 | 2,14 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 364 | 67 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1 103 235 | 11,45 | 54 345 | 11,68 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 506 206 | 1,83 | 24 936 | 2,04 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 52 832 | 4,58 | 2 603 | 4,79 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 638 | 31 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 10 315 | 3,65 | 508 | 3,89 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 469 605 | 3,17 | 23 133 | 3,38 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17 445 | 859 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 27 827 | 6,27 | 1 371 | 6,45 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 46 587 | 81,26 | 2 295 | 81,63 | ||||
| 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 | 141 467 | 4,96 | 6 946 | 5,74 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 111 893 | 13,53 | 5 512 | 13,77 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 49 077 | 15,95 | 2 418 | 16,99 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 103 587 | 0,08 | 5 103 | 0,29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9 931 | 489 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 5 252 | 23,78 | 259 | 24,04 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 4 351 | 214 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 8 569 | 54,76 | 422 | 54,78 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 24 758 | 1 220 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 739 | 18,18 | 578 | 18,44 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4 487 | 221 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 657 | 23,41 | 279 | 23,56 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 11 358 | 235,44 | 559 | 236,75 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 323 | 15,90 | 213 | 15,85 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 61 | 3 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 82 836 | 130,97 | 4 077 | 131,20 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 42 033 | 55,78 | 2 067 | 55,81 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 | 0,00 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 657 | 279 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 630 521 | 18,01 | 80 319 | 18,24 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18 058 | 890 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 596 | 133,67 | 78 | 136,36 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 435 | 218 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 4 645 | 1,02 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 325 317 | 4,55 | 16 025 | 4,76 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 327 | 16 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 792 | 32,27 | 285 | 32,56 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 206 962 | 1,43 | 10 | 0,00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 176 778 | 1,80 | 8 708 | 2,01 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 16 475 | 812 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 312 260 | 1,80 | 15 380 | 2,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 775 525 | 4,51 | 38 202 | 4,72 |
