Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i PIMCO Dynamic Income Fund inkluderar Wiley Bros.-aintree Capital, Llc, Mach-1 Financial Group, Inc., Accredited Investors Inc., Tradewinds, LLC., Evanson Asset Management, LLC, Balyasny Asset Management Llc, Oxinas Partners Wealth Management LLC, Lantern Wealth Advisors, LLC, Global Assets Advisory, LLC, Concord Asset Management, LLC/VA, Daymark Wealth Partners, Llc, Cantor Fitzgerald, L. P., Olistico Wealth, LLC, Dunhill Financial, LLC, Pin Oak Investment Advisors Inc, och Mark Sheptoff Financial Planning, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Concord Wealth Partners | 10 252 | 3,66 | 194 | −0,51 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 399 155 | 10,01 | 7 572 | 5,39 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 18 926 | 33,51 | 359 | 28,21 | ||||
| 2025-09-05 | 13F | Ghe, Llc | 17 200 | 2,69 | 326 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 12 205 | 0,41 | 232 | −3,75 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 186 143 | 31,92 | 3 531 | 26,42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20 733 | 55,26 | 393 | 48,86 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 17 451 | 91 747,37 | 331 | 32,93 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 719 220 | 19,73 | 32 614 | 14,71 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 7 258 | 1 095,72 | 138 | 1 145,45 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 293 192 | 9,31 | 24 532 | 4,73 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 54 213 | 2,30 | 1 028 | −2,00 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 170 657 | 3,70 | 3 237 | −0,64 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 77 369 | 6,94 | 1 468 | 2,44 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 86 576 | 2,16 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 20 719 | 393 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 11 650 | 221 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 30 783 | 3,21 | 584 | −1,19 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 35 732 | 21,84 | 678 | 16,72 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 236 188 | 3,75 | 23 450 | −0,60 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 62 | 6,90 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 281 912 | 4,17 | 24 319 | −0,19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38 430 | 729 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 12 326 | 234 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 24 041 | 45,56 | 456 | 39,45 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 16 633 | 54,32 | 316 | 47,89 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 165 193 | 0,33 | 3 134 | −3,90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1 479 459 | 3,58 | 28 065 | −0,76 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 83 652 | 293,64 | 1 587 | 277,62 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 193 036 | 0,58 | 3 702 | −2,61 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 19 683 | 9,35 | 373 | 4,78 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 13 277 | 8,15 | 252 | 3,29 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 38 277 | 2,01 | 726 | −2,16 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 155 746 | 17,91 | 2 955 | 12,96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33 474 | 29,86 | 635 | 24,51 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 19 468 | 369 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 068 594 | 5,70 | 58 211 | 1,27 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 352 405 | 516,16 | 6 685 | 490,55 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 20 176 | 4,06 | 383 | −0,26 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 119 069 | 688,75 | 2 259 | 657,72 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 48 301 | 10,00 | 916 | 5,41 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 10 252 | 194 | ||||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 143 601 | 0,27 | 2 724 | −3,92 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 104 423 | 16,18 | 2 068 | 25,42 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 3 615 | 49,44 | 69 | 44,68 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 181 346 | 7,33 | 3 440 | 2,84 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 22 632 | 73,66 | 429 | 66,28 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 85 586 | 11,77 | 1 642 | 7,11 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 23 808 | 2,19 | 452 | −2,17 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 66 027 | 2,91 | 1 253 | −1,42 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11 427 | 5,10 | 217 | 0,47 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 97 195 | 2,73 | 1 844 | −1,60 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 28 700 | 16,87 | 544 | 11,93 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 633 263 | 10,84 | 12 013 | 6,19 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12 767 | 242 | ||||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 534 435 | 18,39 | 10 138 | 13,43 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 37 618 | 714 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 39 610 | 751 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 20 469 | 20,57 | 388 | 15,48 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10 152 | 193 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 198 734 | 3,56 | 3 770 | −0,79 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 175 418 | 6,90 | 22 376 | 3,41 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 16 171 | 3,50 | 307 | −0,97 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 54 255 | 0,63 | 1 029 | −3,56 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 44 457 | 0,24 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 66 517 | 724,15 | 1 262 | 693,08 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 222 907 | 4,47 | 4 229 | 0,09 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 166 195 | 36,16 | 3 153 | 39,35 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 12 658 | 240 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 138 073 | 76,14 | 3 | 100,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 435 437 | 7,29 | 8 356 | 3,98 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 343 707 | 4,77 | 7 | 0,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 259 | 3,60 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 11 358 | 1,33 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 16 325 | 5,62 | 310 | 0,98 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 16 171 | 0,10 | 307 | −4,08 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 77 564 | 121,21 | 1 471 | 111,96 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 15 839 | 300 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 321 905 | 19,30 | 6 107 | 14,30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 62 799 | 27,32 | 1 191 | 22,03 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 17 301 | 12,75 | 328 | 8,25 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 240 239 | 24,61 | 4 557 | 19,39 | ||||
| 2025-08-14 | 13F | Cantor Fitzgerald, L. P. | 6 483 | 123 | ||||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 16 838 | 15,70 | 319 | 10,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 147 987 | 9,08 | 2 807 | 4,50 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 34 477 | 6,58 | 654 | 2,19 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 346 914 | 20,42 | 6 581 | 15,36 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2 067 | 1,72 | 0 | |||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 557 073 | 10,84 | 10 568 | 6,19 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 119 647 | 227,56 | 2 270 | 213,83 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17 859 | 6,18 | 342 | 7,89 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 48 417 | 4,49 | 918 | 0,11 | ||||
| 2025-08-14 | 13F | Comerica Bank | 97 704 | 0,15 | 1 853 | −4,04 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 18 361 | 33,55 | 348 | 27,94 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 41 382 | 44,21 | 784 | 38,03 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 11 523 | 219 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 135 | 3,75 | 22 | 0,00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11 515 | 218 | ||||||
| 2025-08-14 | 13F | NCP Inc. | 84 214 | 9,70 | 1 598 | 5,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 134 833 | 23,48 | 2 558 | 18,27 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 148 007 | 0,68 | 2 808 | −3,54 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 37 658 | 3,39 | 727 | 0,69 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 95 116 | 834,16 | 2 | |||||
| 2025-07-16 | 13F | Novem Group | 25 540 | 0,09 | 484 | −4,16 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 35 406 | 18,22 | 672 | 13,15 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10 053 | 191 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8 471 | 0,02 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 648 | 12 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 604 | 429 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 680 209 | 0,63 | 12 904 | 1,76 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 11 688 | 222 | ||||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 111 311 | 375,26 | 2 112 | 355,94 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 10 277 | 196 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 12 832 | 0,30 | 243 | −3,95 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 80 639 | 30,98 | 1 530 | 25,43 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 31 769 | 603 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 43 072 | 35,11 | 817 | 29,48 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 982 091 | 16,16 | 19 | 12,50 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 304 | 0 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 232 340 | 13,28 | 4 407 | 8,52 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 342 615 | 2,51 | 6 499 | −1,78 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 10 531 | 0,23 | 200 | −4,33 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3 376 | 3,15 | 64 | −3,03 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 23 159 | 439 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 22 930 | 0,77 | 435 | −3,56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 144 454 | 6,34 | 2 740 | 1,90 | ||||
| 2025-07-29 | 13F | R.P. Boggs & Co. | 149 698 | 427,68 | 2 840 | 255,32 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 13 073 | 1,98 | 0 | |||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 84 325 | 10,40 | 1 600 | 5,75 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 24 795 | 6,39 | 470 | 1,95 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 10 946 | 7,88 | 208 | 3,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 063 | 20 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 81 806 | 46,44 | 1 566 | 56,81 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 136 010 | 10,70 | 2 609 | 6,10 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 172 573 | 81,68 | 3 274 | 74,10 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 27 092 | 0,61 | 536 | 10,97 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 19 632 | 7,09 | 372 | 2,76 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 28 976 | 550 | ||||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 27 648 | 45,38 | 524 | 39,36 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 70 375 | 16,37 | 1 335 | 11,53 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 300 | 6 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 52 134 | 11,32 | 989 | 6,58 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 123 848 | 0,79 | 2 349 | −3,41 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 71 606 | 2,20 | 1 374 | −2,07 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 046 | 33,08 | 285 | 27,80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 178 529 | 19,31 | 79 267 | 14,30 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 23 596 | 4,43 | 448 | 0,00 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 117 453 | 10,06 | 2 228 | 5,44 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 225 065 | 5,48 | 4 269 | 1,07 | ||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 12 750 | 13,71 | 242 | 9,01 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 471 | 0,48 | 259 | −3,73 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 44 983 | 136,89 | 853 | 127,47 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 17 600 | 1,73 | 334 | −2,63 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 510 | 10 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 95 326 | 133,85 | 1 808 | 124,04 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 461 | 7,21 | 9 | 0,00 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 70 358 | 7,90 | 1 335 | 3,33 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 26 396 | 60,68 | 501 | 53,85 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 11 846 | 225 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 14 944 | 7,46 | 283 | 2,91 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 183 471 | 6,89 | 3 480 | 2,41 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 213 368 | 4,81 | 4 225 | 13,15 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 1 286 712 | 4,42 | 24 | 0,00 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 90 538 | 4,28 | 1 691 | −2,37 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 36 700 | 224,12 | 696 | 210,71 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 45 882 | 5,27 | 870 | 0,93 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 350 | 3,67 | 237 | 0,85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1 382 522 | 5,20 | 26 226 | 0,79 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 38 042 | 9,78 | 722 | 5,10 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 54 605 | 1,94 | 1 036 | −2,36 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 176 579 | 16,74 | 3 350 | 11,86 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 3 450 | 65 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 430 842 | 15,79 | 8 173 | 10,94 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 51 811 | 3,02 | 983 | −1,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 738 | 33 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 396 163 | 8,02 | 7 515 | 3,50 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 22 231 | 18,72 | 422 | 13,78 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 55 564 | 25,80 | 1 054 | 20,59 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 897 | 3,04 | 112 | −1,77 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 764 | 204 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 36 537 | 12,80 | 693 | 8,11 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 12 891 | 3,09 | 245 | −1,21 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 32 935 | 7,78 | 628 | 11,55 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11 840 | 2,15 | 225 | −2,18 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 27 994 | 0,13 | 531 | −3,98 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18 556 | 8,72 | 352 | 12,46 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | 6 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 76 551 | 6,58 | 1 | 0,00 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 99 901 | 1,78 | 1 895 | −2,47 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 17 195 | 0,77 | 326 | −3,26 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 24 467 | 3,03 | 464 | −1,28 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 46 345 | 1,36 | 886 | −2,21 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 32 470 | 3,71 | 616 | −0,65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 318 942 | 10,60 | 6 050 | 5,97 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 66 617 | 4,93 | 1 264 | 0,48 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 791 728 | 12,00 | 15 019 | 7,30 |
