Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X U.S. Infrastructure Development ETF inkluderar Waddell & Associates, Llc, Altfest L J & Co Inc, Exchange Traded Concepts, Llc, Wolf Group Capital Advisors, PMG Wealth Management, Inc., GXDW - Global X Thematic Growth ETF, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., Foronjy Financial Llc, Duncan Williams Asset Management, LLC, Nvest Financial, LLC, First International Bank of Israel Ltd., Midwest Trust Co, Cabana Llc, Old Mission Capital Llc, Envision Financial LLC, Empowered Funds, LLC, Astoria Portfolio Advisors LLC., Tradewinds, LLC., Ballentine Partners, LLC, och Harbor Asset Planning, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 73 723 | 14,98 | 3 213 | 32,78 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 5 415 | 236 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 206 427 | 59,49 | 8 996 | 84,23 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 282 950 | 0,59 | 12 331 | 16,19 | ||||
| 2025-08-29 | NP | Highland Global Allocation Fund | Short | −51 731 | −2 254 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 6 252 | 3,58 | 272 | 19,82 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 26 532 | 17,10 | 1 156 | 35,36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 485 063 | 278,36 | 151 879 | 337,04 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 194 | 52 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 4 000 | 175 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 671 | 29 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26 549 | 231,41 | 1 157 | 283,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 30 600 | 28,03 | 1 334 | 47,95 | |||
| 2025-08-13 | 13F | Kilter Group LLC | 5 170 | 225 | ||||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 89 994 | 3 922 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 71 286 | 15,82 | 3 107 | 33,76 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 115 076 | 2,19 | 5 028 | 18,34 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 294 126 | 5,53 | 12 818 | 21,89 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 4 655 | 203 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 131 195 | 0,24 | 5 717 | 15,80 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 602 | 26 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 24 996 | 943 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 7 648 | 19,71 | 333 | 38,17 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 126 329 | 6,77 | 5 505 | 23,32 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 314 650 | 4,73 | 14 | 18,18 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 380 457 | 67,41 | 60 160 | 93,37 | ||||
| 2025-08-29 | NP | HSZAX - Highland Small-Cap Equity Fund Class A | Short | −2 660 | −116 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 538 | 23 | ||||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 20 330 | 45,64 | 886 | 68,25 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 26 268 | 0,11 | 1 145 | 14,86 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 120 536 | 3,69 | 5 253 | 19,74 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8 997 | 11,40 | 392 | 27,78 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 154 | 7 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 70 404 | 234,59 | 3 076 | 287,77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 527 482 | 11,51 | 23 | 29,41 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 14 355 | 0,34 | 626 | 15,96 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 094 | 3,80 | 48 | 20,51 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2 815 | 5,63 | 123 | 22,00 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 7 569 | 330 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 273 175 | 37,62 | 12 | 57,14 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 17 517 | 23,38 | 763 | 42,62 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 221 | 53 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 752 352 | 0,63 | 32 788 | 16,23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 104 871 | 13,96 | 4 570 | 22,92 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 50 759 | 32,69 | 2 212 | 53,29 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 11 617 | 1,76 | 506 | 17,67 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 473 | 3,73 | 21 | 17,65 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 139 | 1,51 | 616 | 17,33 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 235 147 | 13,62 | 10 438 | 33,68 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 111 256 | 8,40 | 4 849 | 25,21 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 335 | 3,25 | 54 | 10,42 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 28 376 | 37,84 | 1 237 | 59,28 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 4 629 | 202 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 4 623 | 201 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 31 004 | 2,84 | 1 351 | 18,82 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 355 168 | 0,01 | 15 478 | 15,52 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 440 | 19 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 11 930 | 34,44 | 520 | 55,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82 664 | 10,41 | 3 703 | 31,13 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 579 | 3 338,67 | 112 | 5 500,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 20 611 | 22,93 | 907 | 43,06 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 696 | 16,51 | 553 | 34,55 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 64 432 | 0,13 | 2 808 | 15,66 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 145 576 | 24,31 | 6 344 | 43,59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 75 448 | 5,69 | 3 288 | 22,09 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 893 | 8,79 | 82 | 26,15 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 545 | 39,39 | 24 | 64,29 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 127 | 1,30 | 136 | 17,24 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 134 | 6 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 10 835 | 472 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 12 693 | 0,75 | 553 | 16,42 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 245 | 10 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 235 | 10 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 237 541 | 1,68 | 10 378 | 17,74 | ||||
| 2025-07-17 | 13F | Eagle Wealth Strategies Llc | 7 858 | 0,59 | 342 | 16,33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 858 407 | 8,20 | 37 383 | 24,86 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 172 | 0,43 | 51 | 15,91 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 83 770 | 0,02 | 3 753 | 18,77 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 34 371 | 48,39 | 1 498 | 71,48 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 240 367 | 10 475 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 694 465 | 4 209,90 | 62 | −97,41 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 512 | 19 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 206 204 | 0,20 | 9 500 | 22,35 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 28 739 | 0,95 | 1 252 | 16,57 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10 491 | 457 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 197 | 479,17 | 139 | 595,00 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 125 120 | 0,03 | 5 466 | 15,83 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18 364 | 164,23 | 801 | 205,34 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 5 219 | 227 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 48 305 | 66,07 | 2 105 | 90,50 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 5 164 | 225 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 617 | 7,90 | 201 | 24,84 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 267 513 | 1,86 | 11 658 | 17,65 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27 215 | 4,65 | 1 186 | 20,90 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 56 081 | 0,27 | 2 450 | 16,11 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 20 603 | 0,76 | 898 | 16,34 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 37 | 0 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 23 393 | 7,73 | 1 019 | 24,42 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 4 736 | 206 | ||||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 23 393 | 1 019 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 5 015 | 219 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 34 880 | 3,90 | 1 520 | 20,06 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4 605 | 201 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 47 497 | 2 070 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 5 698 | 248 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 93 | 86,00 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 54 543 | 36,05 | 2 377 | 57,14 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 39 021 | 1 701 | ||||||
| 2025-08-21 | NP | RAAX - VanEck Vectors Real Asset Allocation ETF | 275 165 | 38,37 | 11 992 | 59,84 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 5 200 | 227 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 22 442 | 1 294,78 | 978 | 1 530,00 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 8 857 | 0,67 | 386 | 16,31 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 6 084 | 265 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 5 153 | 225 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 93 028 | 4,46 | 4 054 | 20,65 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10 908 | 7,42 | 475 | 24,02 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 29 469 | 3,49 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 16 387 | 714 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 47 683 | 6,58 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 4 951 | 216 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 923 | 19,65 | 127 | 38,04 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 4 972 | 217 | ||||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 366 150 | 3,62 | 15 957 | 19,68 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 891 | 127,30 | 39 | 171,43 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 874 | 38 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5 092 | 222 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 423 | 2,50 | 193 | 18,52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 381 741 | 0,75 | 17 | 14,29 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 83 | 4 | ||||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 9 111 | 54,27 | 397 | 78,83 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 300 547 | 17,05 | 13 | 44,44 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 51 678 | 36,74 | 2 252 | 58,04 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 28 860 | 9 817,53 | 1 258 | 12 470,00 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 800 | 35 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 642 238 | 0,09 | 27 989 | 15,61 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 513 | 22 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 509 | 22 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 5 006 | 218 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 12 697 | 88,02 | 553 | 117,72 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 4 918 | 214 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 9 665 190 | 1,27 | 421 209 | 16,97 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4 611 | 201 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17 961 | 1,27 | 783 | 16,89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 16 230 | 0,98 | 749 | 18,70 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 17 252 | 137,89 | 752 | 175,09 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 9 839 | 28,08 | 429 | 48,10 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 121 996 | 116,48 | 5 317 | 150,05 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 21 661 | 37,10 | 974 | 61,63 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39 513 | 17,68 | 1 722 | 35,94 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 5 908 | 257 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 959 | 26,85 | 42 | 46,43 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29 358 | 3,61 | 1 279 | 19,64 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 39 994 | 1,91 | 1 743 | 17,70 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 108 614 | 2,41 | 4 734 | 18,26 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 88 093 | 8,58 | 3 839 | 25,42 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 150 | 7 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 44 232 | 3,19 | 1 928 | 19,17 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 24 615 | 4,36 | 1 073 | 20,58 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 940 | 0 | ||||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 116 930 | 62,08 | 5 096 | 87,25 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 25 247 | 27,19 | 1 183 | 57,10 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 52 875 | 6,62 | 2 304 | 23,14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 485 | 3,26 | 283 | 11,46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 149 080 | 0,71 | 93 657 | 16,32 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 180 | 8 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 505 086 | 2,12 | 22 067 | 18,26 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 39 987 | 0,31 | 1 743 | 15,90 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 594 | 10,05 | 287 | 26,99 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9 118 | 36,76 | 397 | 58,17 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 40 971 | 0,21 | 1 785 | 178 400,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 559 130 | 1,47 | 67 947 | 17,20 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 20 415 | 4,62 | 890 | 20,79 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 842 | 211 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 348 | 0,74 | 364 | 16,35 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 30 438 | 0,65 | 1 327 | 16,21 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 623 | 69,62 | 158 | 96,25 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 675 | 12,50 | 29 | 31,82 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 19 134 | 1 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 96 390 | 10,99 | 4 201 | 28,21 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 10 400 | 2,07 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 31 916 | 13,08 | 1 391 | 30,64 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 48 171 | 0,73 | 2 099 | 16,35 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 7 500 | 327 | ||||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 1 826 748 | 79 610 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 189 348 | 1,38 | 8 251 | 17,10 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 7 891 | 75,20 | 344 | 102,96 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 3 891 | 10,79 | 170 | 28,03 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 556 136 | 26,31 | 24 236 | 45,89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 326 634 | 10,34 | 14 235 | 27,45 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 25 995 | 4,57 | 1 133 | 20,81 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 60 035 | 2,84 | 2 616 | 18,80 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 273 | 56,22 | 448 | 80,24 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 4 634 | 202 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21 435 | 38,18 | 934 | 59,66 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 21 182 | 923 | ||||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 545 | 24 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 300 | 57 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 37 578 | 4,03 | 1 638 | 20,19 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 20 417 | 0,37 | 890 | 15,91 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 605 851 | 12,21 | 26 403 | 29,61 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 178 144 | 6,80 | 7 764 | 23,36 | ||||
| 2025-07-21 | 13F | Washington Growth Strategies Llc | 113 451 | 298 455,26 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1 401 130 | 19,37 | 61 061 | 37,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 013 659 | 27,18 | 87 755 | 46,90 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 777 148 | 7,64 | 34 210 | 22,66 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 29 047 | 6,63 | 1 354 | 30,35 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 866 | 81 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 397 659 | 6,53 | 60 910 | 23,04 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 5 448 | 237 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 8 118 | 354 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 57 400 | 18,96 | 2 501 | 37,42 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 99 393 | 4 332 | ||||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 168 260 | 6 348 | ||||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 4 784 | 208 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2 473 | 25,15 | 108 | 44,59 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 198 938 | 2,72 | 8 670 | 18,64 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 164 | 12,80 | 138 | 30,48 | ||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 52 617 | 3,34 | 2 293 | 19,36 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6 817 | 297 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 43 083 | 120,63 | 1 878 | 155,03 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 709 | 0,95 | 249 | 16,43 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 443 | 106 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 230 | 10 | ||||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 58 635 | 6,44 | 2 555 | 22,95 | ||||
| 2025-08-29 | NP | HHCAX - Highland Long/Short Healthcare Fund Class A | Short | −36 512 | −1 591 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 25 537 | 3,70 | 1 113 | 19,70 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 35 890 | 1,44 | 1 564 | 17,24 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18 807 | 820 | ||||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 735 | 32 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 64 978 | 14,37 | 2 832 | 32,10 | ||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 154 515 | 0,89 | 6 734 | 16,53 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 4 722 | 206 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 848 269 | 4,75 | 36 968 | 20,99 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 56 029 | 31,53 | 2 442 | 51,90 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 881 | 213 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 177 682 | 7 743 | ||||||
| 2025-07-16 | 13F | American National Bank | 88 | 4 | ||||||
| 2025-07-16 | 13F | Cabana Llc | 18 780 | 818 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 469 | 282 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 144 336 | 5,88 | 6 290 | 22,30 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 59 030 | 9,29 | 2 573 | 26,26 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 2 500 | 109 | ||||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 1 041 197 | 1,49 | 45 469 | 17,46 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 126 397 | 6 408,60 | 5 508 | 7 445,21 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 91 146 | 31,83 | 3 967 | 52,23 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10 380 | 70,56 | 452 | 97,38 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 6 396 | 279 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 997 512 | 2,09 | 304 952 | 17,92 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 632 | 71 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 603 | 0,48 | 331 | 16,14 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 12 718 | 554 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 159 | 31,95 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 51 470 | 2,35 | 2 281 | 20,19 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 23 700 | 65,73 | 1 033 | 91,47 | |||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 404 | 3,72 | 192 | 19,38 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 4 898 | 213 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 9 120 | 0,32 | 397 | 15,74 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 9 395 | 433 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 11 209 | 37,20 | 488 | 58,44 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 750 | 18,80 | 425 | 37,22 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 103 090 | 231,90 | 3 890 | 209,88 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 21 334 | 930 | ||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 540 000 | 2,86 | 23 533 | 19,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 118 959 | 23,41 | 5 196 | 43,34 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 34 140 | 61,46 | 1 492 | 87,08 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 4 800 | 209 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 46 228 | 9,53 | 2 025 | 29,08 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 11 525 | 29,13 | 502 | 49,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 055 | 48,78 | 743 | 71,99 | ||||
| 2025-07-30 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. 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 | 47 526 | 1 973 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 88 017 | 1,92 | 3 836 | 16,92 |
