Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Global X Funds - Global X NASDAQ 100 Covered Call ETF inkluderar CI Private Wealth, LLC, Ballast, Inc., Blue Rock Wealth Management LLC, Tactive Advisors, LLC, Sax Wealth Advisors, Llc, Alteri Wealth LLC, Maripau Wealth Management Llc, Axis Wealth Partners, LLC, PFG Advisors, Gladstone Institutional Advisory LLC, Hicks Capital Management Llc, Sunpointe, LLC, Evolution Wealth Management Inc., Ssa Swiss Advisors Ag, Chung Wu Investment Group, LLC, Rossby Financial, LCC, Mark Sheptoff Financial Planning, Llc, MorganRosel Wealth Management, LLC, Pflug Koory, LLC, och Mid-American Wealth Advisory Group, 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 | PFG Investments, LLC | 255 042 | 4,24 | 4 264 | 4,82 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 17 964 | 2,92 | 300 | 3,45 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 3 400 | 57 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 405 374 | 3,29 | 6 778 | 3,85 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 18 812 | 315 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 286 677 | 5,59 | 4 793 | 6,16 | ||||
| 2025-07-18 | 13F | Vicus Capital | 89 874 | 13,28 | 1 503 | 13,87 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 109 099 | 23,02 | 1 824 | 23,74 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 32 488 | 543 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 264 838 | 35,53 | 4 428 | 36,29 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 160 180 | 12,34 | 2 677 | 12,96 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 202 293 | 8,30 | 3 382 | 8,89 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 41 119 | 688 | ||||||
| 2025-07-28 | 13F | Tlwm | 37 175 | 7,94 | 622 | 8,57 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 113 163 | 33,13 | 1 892 | 33,90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12 147 764 | 8,51 | 203 111 | 9,09 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 34 286 | 6,11 | 573 | 6,70 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 28 023 | 10,47 | 469 | 11,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 705 290 | 9,94 | 12 | 10,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 40 889 | 10,47 | 684 | 10,70 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 29 647 | 57,93 | 496 | 58,65 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 10 076 | 0,36 | 168 | 1,20 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 306 617 | 362,28 | 5 127 | 364,73 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 25 510 | 28,51 | 427 | 29,09 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 178 074 | 5,79 | 19 697 | 6,36 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 11 522 838 | 24,56 | 192 662 | 25,24 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 91 538 | 703,46 | 1 531 | 709,52 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 34 003 | 4,14 | 569 | 4,80 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 312 268 | 157,21 | 5 221 | 158,72 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17 122 | 2,09 | 286 | 2,88 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 108 717 | 6,61 | 1 818 | 7,20 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 486 807 | 7,89 | 24 859 | 8,47 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 2 000 | 33 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1 755 440 | 453,80 | 29 351 | 456,82 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 466 659 | 16,91 | 7 803 | 17,54 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | 0 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 57 320 | 118,61 | 958 | 119,72 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 51 735 | 87,09 | 865 | 88,45 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 14 939 | 15,58 | 250 | 16,36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 38 512 | 67,33 | 644 | 68,32 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 413 | 7 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 102 000 | 47,61 | 1 705 | 48,39 | |||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 101 | 36,49 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 11 108 | 2,75 | 186 | 3,35 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52 701 | 35,28 | 881 | 36,17 | ||||
| 2025-08-07 | 13F | PFG Advisors | 11 971 | 200 | ||||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 32 237 | 1,85 | 539 | 2,47 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 78 170 | 49,70 | 1 307 | 50,58 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 13 628 | 13,30 | 228 | 13,50 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 3 574 | 1,97 | 60 | 1,72 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 581 798 | 20,31 | 9 728 | 20,97 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 12 278 | 83 | ||||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 75 957 | 53,76 | 1 270 | 54,69 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 86 348 | 1 436 | ||||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 10 500 | 176 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 398 | 3,11 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 23 160 | 1,81 | 387 | 2,38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 114 190 | 4,89 | 1 909 | 5,47 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 21 142 | 2,96 | 353 | 3,52 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | Put | 40 800 | 36,45 | 682 | 37,22 | |||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 327 324 | 0,01 | 5 473 | 0,55 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 707 | 20,47 | 62 | 19,61 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 23 567 | 14,05 | 394 | 14,87 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 61 528 | 14,26 | 1 029 | 14,86 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 459 407 | 24,50 | 7 520 | 14,11 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 30 677 | 2,55 | 513 | 3,02 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 231 | 20,10 | 154 | 21,26 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 211 168 | 81,89 | 3 531 | 82,90 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 167 920 | 7,06 | 2 808 | 7,63 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 42 820 | 6,58 | 1 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 12 923 | 4,94 | 216 | 5,88 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 161 660 | 5,25 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 64 502 | 473,56 | 1 078 | 476,47 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 100 | 2 | ||||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 1 156 639 | 22,14 | 19 324 | 22,75 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12 038 | 201 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 8 | 0,00 | ||||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 134 343 | 12,97 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6 142 | 48,64 | 103 | 50,00 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 172 910 | 15,02 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 18 411 | 20,33 | 308 | 20,87 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | Call | 9 561 300 | 9,99 | 1 599 | 10,59 | |||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 152 340 | 20,69 | 2 547 | 21,34 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 21 112 | 106,47 | 353 | 107,06 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 35 082 | 105,31 | 587 | 105,61 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 12 035 | 3,02 | 201 | 3,61 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 11 867 | 1,58 | 198 | 2,06 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 190 133 | 1,40 | 3 162 | −7,46 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 542 | 26 | ||||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 85 | 1 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 28 351 | 474 | ||||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 151 077 | 14,29 | 2 526 | 14,92 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27 448 | 42,45 | 459 | 43,13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 161 576 | 22,05 | 52 883 | 22,77 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 87 610 | 68,35 | 1 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 51 669 | 46,42 | 864 | 47,27 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 064 | 41,66 | 51 | 45,71 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 62 526 | 5,60 | 1 045 | 6,20 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 16 168 | 6,24 | 270 | 6,72 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 58 402 | 2,35 | 976 | 2,95 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 1 028 998 | 3,89 | 17 205 | 4,46 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 423 652 | 8,89 | 23 803 | 9,47 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 24 445 | 12,14 | 409 | 12,71 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 42 920 | 12,83 | 718 | 13,45 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1 261 192 | 4 648,82 | 21 087 | 4 681,63 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 116 783 | 109,22 | 1 953 | 110,34 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 11 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 30 867 | 10,54 | 517 | 11,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 621 778 | 12,61 | 10 | 11,11 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 16 767 | 1,82 | 280 | 2,56 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 245 800 | 29,92 | 4 110 | 30,61 | |||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 19 129 | 0,40 | 320 | 0,95 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 470 | 3,01 | 25 | 4,35 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 624 | 2,97 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 536 174 | 20,80 | 42 405 | 21,45 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7 245 | 570,83 | 121 | 611,76 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 17 457 | 3,02 | 292 | 3,56 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 76 320 | 7,02 | 1 278 | 10,36 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4 063 | 20,14 | 68 | 9,84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 258 994 | 5,17 | 4 330 | 5,74 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 6 901 | 3,45 | 115 | 4,55 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 152 751 | 14,63 | 2 554 | 15,25 | ||||
| 2025-08-18 | 13F | Ashford Capital Management Inc | 10 000 | 167 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 40 755 | 55,56 | 681 | 56,55 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 163 959 | 0,07 | 2 741 | 0,62 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 601 | 20,57 | 127 | 22,12 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 87 145 | 9,22 | 1 457 | 9,88 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 15 330 | 256 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 31 444 | 15,91 | 526 | 4,37 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 46 031 | 11,88 | 770 | 12,43 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 60 949 | 3,91 | 1 019 | 4,51 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 10 123 | 169 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 46 451 | 125,39 | 777 | 126,90 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 24 684 | 18,01 | 413 | 18,73 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 128 504 | 3,57 | 2 149 | 4,12 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | 5 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 904 | 15,17 | 82 | 17,14 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3 045 | 103,00 | 51 | 108,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 505 646 | 8 454 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 33 612 | 5,18 | 562 | 5,65 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 935 | 4,96 | 116 | 5,50 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 372 | 3,05 | 6 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 135 931 | 29,11 | 2 273 | 29,83 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 73 101 | 9,95 | 1 222 | 0,91 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 576 871 | 5,16 | 9 645 | 5,73 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 431 878 | 17,30 | 7 222 | 17,97 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 26 023 | 10,60 | 435 | 11,25 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 21 596 | 22,09 | 361 | 22,79 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 275 459 | 225,62 | 4 606 | 227,52 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 67 571 | 16,39 | 1 130 | 16,99 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 67 361 | 3,72 | 1 126 | 4,36 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 6 031 | 101 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 57 | 3,64 | 1 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 326 875 | 186,69 | 5 456 | 187,71 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 30 648 | 186,24 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 187 175 | 50,34 | 3 130 | 51,16 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 128 504 | 2 149 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 150 133 | 7,30 | 2 510 | 7,96 | ||||
| 2025-08-11 | 13F | Sharpepoint Llc | 81 098 | 12,38 | 1 356 | 15,22 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1 720 508 | 438,20 | 28 767 | 441,12 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 72 460 | 59,96 | 1 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 171 264 | 0,07 | 2 898 | 3,87 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 72 721 | 1 216 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 42 112 | 44,69 | 704 | 45,45 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 56 232 | 5,64 | 942 | 7,30 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 195 806 | 4,72 | 3 274 | 5,28 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 035 | 17 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 48 332 | 27,07 | 808 | 27,85 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 64 073 | 59,50 | 1 071 | 60,33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 370 141 | 19,51 | 6 189 | 20,16 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10 103 | 169 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 9 355 | 156 | ||||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 85 150 | 6,07 | 1 424 | 6,67 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 20 044 | 175,48 | 335 | 210,19 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 14 783 | 12,76 | 247 | 13,30 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 27 538 | 18,17 | 460 | 17,05 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 672 673 | 5,07 | 11 247 | 5,65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 171 860 | 0,06 | 2 873 | 0,60 | ||||
| 2025-07-28 | 13F | Bayforest Capital Ltd | 860 | 14 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 651 | 178 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 700 | 92,86 | 45 | 95,65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 934 785 | 8,84 | 16 | 7,14 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 49 727 | 6,44 | 831 | 7,09 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 45 725 | 0,20 | 765 | 0,79 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 110 557 | 9,20 | 1 849 | 9,80 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 68 653 | 1,49 | 1 148 | 2,05 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 259 885 | 19,28 | 4 345 | 19,99 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 142 749 | 5,16 | 2 387 | 5,72 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 59 | 22,92 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1 047 067 | 1 175,42 | 17 507 | 1 182,49 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1 130 162 | 24,37 | 18 896 | 25,05 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 57 127 | 30,77 | 955 | 31,54 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 528 084 | 9,39 | 8 830 | 9,98 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 234 194 | 1 745,65 | 3 916 | 1 755,45 | ||||
| 2025-07-30 | NP | ALTY - Global X SuperDividend Alternatives 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 | 387 953 | 3,41 | 6 351 | −5,65 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 13 448 | 19,72 | 225 | 20,43 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 312 | 1,99 | 73 | 2,86 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 160 095 | 31,55 | 2 677 | 32,28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 143 862 | 319,92 | 2 405 | 322,67 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 471 875 | 25,55 | 7 890 | 26,22 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 240 | 21 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 31 840 | 6,60 | 532 | 7,26 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 131 450 | 5,43 | 2 198 | 5,98 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 21 539 | 360 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 5 234 | 1,53 | 88 | 2,35 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 10 247 | 172 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 19 761 | 25,67 | 330 | 29,92 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 279 522 | 3,65 | 4 674 | 4,21 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 14 060 | 0,82 | 235 | 1,73 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 635 875 | 4,14 | 44 | 4,76 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 23 951 | 0,02 | 400 | 0,50 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 14 991 | 14,90 | 251 | 15,74 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 214 474 | 16,39 | 20 306 | 17,02 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | Call | 686 200 | 115 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 8 000 | 62,01 | 134 | 62,20 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 103 269 | 36,30 | 1 727 | 37,09 |
