Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF inkluderar Congress Wealth Management LLC / DE /, Summit Wealth Group Llc / Co, Atlantic Union Bankshares Corp, VisionPoint Advisory Group, LLC, GGM Financials LLC, Apollon Financial, LLC, Blue Rock Wealth Management LLC, Natixis Advisors, L.p., Maseco Llp, Tradewinds, LLC., Lake Street Financial Llc, Allie Family Office LLC, Evolution Wealth Management Inc., Golden State Equity Partners, Heritage Wealth Partners, LLC, Smith Anglin Financial, LLC, Investor's Fiduciary Advisor Network, LLC, Eaton Financial Holdings Company, LLC, Robertson Stephens Wealth Management, LLC, och Eqis Capital Management, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Nwam Llc | 4 688 | 0,02 | 298 | 8,76 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 25 895 165 | 9,32 | 1 624 662 | 17,17 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11 958 | 750 | ||||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 165 184 | 4,51 | 10 364 | 12,01 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 212 224 | 3,60 | 13 315 | 11,02 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 24 468 | 3,15 | 1 535 | 10,59 | ||||
| 2025-08-14 | 13F | Florida Financial Advisors, Llc | 4 353 | 8,66 | 275 | 17,52 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 24 574 | 1,23 | 1 542 | 8,44 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 17 860 | 4,89 | 1 121 | 12,45 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 388 880 | 14,92 | 24 399 | 23,17 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 96 264 | 3,96 | 6 040 | 11,42 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 101 806 | 4,31 | 6 387 | 11,80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 88 680 | 38,28 | 5 191 | 36,89 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 21 777 | 28,06 | 1 366 | 37,42 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 156 165 | 20,27 | 9 798 | 28,89 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 219 | 14 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 2 734 | 172 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 59 611 | 0,69 | 3 740 | 7,94 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 9 765 | 26,26 | 1 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 6 989 | 51,41 | 438 | 62,22 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 3 513 | 220 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 38 172 | 46,55 | 2 | 100,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 348 174 | 4,42 | 21 844 | 11,91 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 321 045 | 13,67 | 20 142 | 21,83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 591 | 17,48 | 1 794 | 25,91 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 517 | 221 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 10 102 | 634 | ||||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 106 336 | 1,51 | 6 672 | 8,79 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 31 087 | 2,25 | 1 950 | 9,61 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 6 519 | 0,03 | 415 | 11,56 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 640 | 103,47 | 103 | 126,67 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 67 907 | 2,26 | 4 260 | 9,60 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 94 | 1,08 | 6 | 0,00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 349 978 | 2,41 | 21 958 | 9,75 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11 189 | 58,87 | 702 | 70,39 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 12 485 | 4,38 | 783 | 17,39 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 4 709 | 1,42 | 295 | 8,86 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 33 586 | 0,51 | 2 107 | 7,72 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 16 147 | 58,35 | 1 013 | 69,97 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 279 | 18 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 931 960 | 3,77 | 58 471 | 11,21 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 144 621 | 4,95 | 9 073 | 12,47 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 27 731 | 21,42 | 1 740 | 30,07 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 372 731 | 0,27 | 23 385 | 7,47 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 44 638 | 4,95 | 2 801 | 12,49 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 147 989 | 3 584,07 | 9 285 | 3 817,30 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8 298 | 521 | ||||||
| 2025-08-12 | 13F | GDS Wealth Management | 3 193 | 200 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 76 458 | 2,60 | 4 797 | 9,95 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 9 809 | 5,70 | 615 | 13,26 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16 651 | 0,83 | 1 045 | 8,07 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 148 470 | 11,29 | 9 315 | 19,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 328 699 | 26,53 | 271 583 | 35,61 | ||||
| 2025-07-16 | 13F | Novem Group | 19 090 | 2,99 | 1 198 | 10,32 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 145 728 | 2,59 | 9 143 | 9,95 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 115 789 | 21,26 | 7 265 | 29,95 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 438 734 | 3,80 | 153 006 | 11,25 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 30 167 | 10,98 | 1 893 | 18,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 101 967 | 125,02 | 69 137 | 141,17 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 65 483 | 8,00 | 4 108 | 15,75 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 453 | 0,22 | 28 | 7,69 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 966 | 249 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 22 805 | 0,02 | 1 431 | 7,20 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 18 153 | 0,02 | 1 139 | 7,16 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 189 775 | 98,64 | 11 906 | 112,91 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 114 863 | 7,88 | 7 207 | 15,63 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 5 855 | 367 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 126 505 | 2,66 | 7 937 | 10,02 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 277 590 | 14,78 | 17 416 | 23,01 | ||||
| 2025-08-14 | 13F | Comerica Bank | 135 282 | 8,62 | 8 488 | 16,42 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 848 500 | 26,92 | 53 235 | 36,03 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 4 183 | 10,31 | 262 | 18,55 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 90 823 | 95,37 | 5 698 | 109,41 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 417 481 | 30,88 | 26 193 | 40,27 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 84 706 | 368,14 | 5 314 | 401,79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 240 145 | 6,77 | 203 194 | 14,35 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 545 | 277,13 | 222 | 303,64 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 11 756 | 12,85 | 738 | 21,02 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 119 823 | 6,73 | 7 518 | 14,40 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 179 753 | 4,00 | 11 278 | 11,45 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 344 406 | 5,48 | 84 | 13,51 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23 414 | 13,70 | 1 469 | 21,83 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 10 363 | 1 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 286 136 | 6,18 | 143 436 | 13,79 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4 460 | 346,00 | 280 | 381,03 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 5 777 | 17,95 | 362 | 26,57 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 17 197 | 0,06 | 1 085 | 10,50 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 108 475 | 17,58 | 6 806 | 26,02 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 13 686 | 48,05 | 859 | 58,60 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 657 | 38,11 | 355 | 48,12 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11 333 | 663 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 53 159 | 6,73 | 3 335 | 14,41 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 14 604 | 14,15 | 916 | 22,46 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 67 612 | 9,29 | 4 242 | 18,13 | ||||
| 2025-08-14 | 13F | Fmr Llc | 37 577 | 1,32 | 2 358 | 8,57 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 27 903 | 1,87 | 1 751 | 9,17 | ||||
| 2025-07-17 | 13F | City Holding Co | 130 844 | 13,56 | 8 209 | 21,71 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 149 399 | 6,71 | 9 373 | 14,37 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 119 055 | 191,87 | 7 469 | 212,90 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18 053 | 4,30 | 1 133 | 11,75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 541 777 | 2,82 | 33 991 | 10,20 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 3 505 | 0,26 | 220 | 7,35 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 75 954 | 1,47 | 4 765 | 8,77 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 61 777 | 1,99 | 3 876 | 9,31 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 57 329 | 24,90 | 3 597 | 33,83 | ||||
| 2025-07-14 | 13F | Strategic Planning Group, Llc | 233 307 | 2,63 | 14 638 | 9,99 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 017 109 | 23,73 | 64 | 31,25 | ||||
| 2025-07-15 | 13F | Maseco Llp | 8 858 | 556 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 40 597 | 8,75 | 2 547 | 16,57 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6 448 | 405 | ||||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 6 539 | 8,55 | 410 | 16,48 | ||||
| 2025-08-01 | 13F | Wealth Watch Advisors, INC | 10 284 | 13,40 | 645 | 21,70 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 7 192 | 27,68 | 451 | 37,08 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 10 073 | 0,09 | 632 | 7,13 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 633 | 102 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 177 834 | 18,49 | 11 157 | 27,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 940 700 | 0,93 | 59 020 | 8,17 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 21 431 | 5,55 | 1 345 | 13,13 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 29 575 | 1,83 | 1 856 | 9,12 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 676 | 28,07 | 356 | 37,45 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 400 | 193,64 | 339 | 215,89 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 22 631 | 1,25 | 1 420 | 8,49 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 173 000 | 80,85 | 10 854 | 93,86 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 9 542 | 27,01 | 609 | 47,57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 244 | 480,95 | 15 | 650,00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 98 944 | 10,43 | 6 208 | 18,34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 48 475 | 19,45 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 122 004 | 15,89 | 7 655 | 24,21 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 206 604 | 5,34 | 12 962 | 12,90 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 367 052 | 12,48 | 23 029 | 20,55 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 19 923 | 2,06 | 1 250 | 9,37 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 140 311 | 3,82 | 8 977 | 18,85 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 79 215 | 2,98 | 4 970 | 10,35 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 536 395 | 0,47 | 33 653 | 7,68 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 62 720 | 13,05 | 4 034 | 28,24 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 180 924 | 5,32 | 11 351 | 12,88 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 21 715 | 33,11 | 1 362 | 34,58 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16 450 | 16,78 | 1 032 | 25,24 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 2 795 239 | 3,63 | 175 373 | 11,07 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 78 119 | 0,66 | 4 901 | 7,90 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 23 579 | 2,50 | 1 479 | 9,88 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11 026 | 11,91 | 692 | 19,97 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 25 338 | 1 590 | ||||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 4 302 | 0,02 | 270 | 7,17 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 83 | 5 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 418 | 26 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14 110 | 41,62 | 885 | 51,80 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 117 819 | 0,99 | 7 392 | 8,23 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 7 655 | 0,31 | 480 | 7,62 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 648 | 34,16 | 41 | 42,86 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 171 103 | 2,77 | 10 735 | 15,20 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 628 | 1,02 | 940 | 11,52 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 9 485 | 2,46 | 595 | 9,98 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 853 924 | 3,35 | 53 575 | 10,76 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 221 996 | 4,40 | 13 928 | 11,90 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 151 783 | 1,06 | 9 523 | 8,30 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 63 896 | 11,47 | 4 009 | 22,98 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 25 102 | 561,80 | 1 575 | 609,01 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 57 947 | 11,47 | 3 636 | 19,45 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 708 | 32,81 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 215 | 202 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 14 377 | 6,88 | 902 | 14,49 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 255 823 | 20,44 | 16 050 | 29,08 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 10 346 | 4,87 | 649 | 12,48 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 156 483 | 2,76 | 9 761 | 9,50 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 567 208 | 0,59 | 35 587 | 7,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 622 035 | 3,79 | 164 506 | 11,24 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 122 446 | 13,28 | 7 682 | 21,42 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 3 250 | 204 | ||||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 46 284 | 79,29 | 2 904 | 92,12 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 266 237 | 96,55 | 16 704 | 110,66 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 15 453 | 2,64 | 970 | 9,99 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 145 471 | 21,82 | 9 127 | 30,56 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 60 375 | 54,61 | 3 788 | 65,70 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 276 | 52,82 | 770 | 63,83 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 59 039 | 3 780 | ||||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 5 456 | 0,09 | 342 | 7,21 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 4 130 | 0,02 | 259 | 7,47 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 33 621 | 5,72 | 2 181 | 23,92 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6 696 | 42,68 | 420 | 53,28 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 58 408 | 175,98 | 3 665 | 195,96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 481 513 | 1,11 | 30 210 | 8,37 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 286 447 | 26,26 | 17 972 | 35,31 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 4 125 | 259 | ||||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 14 854 | 16,06 | 932 | 24,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 542 059 | 4,46 | 34 009 | 11,95 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 101 759 | 3,01 | 6 384 | 10,41 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 367 543 | 4,85 | 23 060 | 12,37 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 445 | 15,28 | 28 | 22,73 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 29 575 | 1 856 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 75 564 | 1,70 | 4 741 | 8,99 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 10 008 | 34,30 | 628 | 43,81 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 76 570 | 55,92 | 4 804 | 67,15 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 843 | 492 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 146 717 | 74,78 | 9 203 | 87,09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 180 582 | 127,22 | 11 330 | 143,53 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 224 504 | 29,82 | 14 085 | 39,14 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 2 000 | 125 | ||||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 13 133 | 24,97 | 824 | 33,82 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28 113 | 150,99 | 1 764 | 169,16 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 61 659 | 3,41 | 3 869 | 10,83 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 103 233 | 16,41 | 6 477 | 24,75 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 176 967 | 1,80 | 11 103 | 9,10 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 12 674 | 0,33 | 795 | 7,58 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 325 463 | 3,45 | 20 420 | 10,88 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 212 | 0 | ||||||
| 2025-07-15 | 13F | Lynch & Associates/in | 16 459 | 8,05 | 1 033 | 15,82 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5 783 | 1,30 | 363 | 8,38 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 5 785 | 0,68 | 363 | 8,04 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 6 090 | 8,96 | 382 | 16,82 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 31 120 | 0,67 | 1 952 | 7,90 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 534 527 | 4,22 | 33 536 | 11,70 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 122 493 | 4,49 | 7 685 | 11,99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 377 614 | 80,72 | 23 692 | 93,70 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 5 848 | 0,88 | 367 | 7,96 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 117 721 | 27,98 | 7 386 | 37,17 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 666 963 | 7,26 | 41 845 | 14,95 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 364 470 | 26,70 | 22 867 | 35,79 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 107 003 | 7,71 | 6 713 | 15,44 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 14 173 | 19,28 | 890 | 27,91 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 15 108 | 88,26 | 948 | 101,92 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 537 057 | 4,11 | 410 135 | 11,58 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 59 562 | 0,27 | 3 799 | 19,66 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 70 237 | 2,41 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 15 072 | 1,86 | 946 | 9,12 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8 218 | 2,42 | 516 | 9,81 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 17 473 | 1 096 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 36 758 | 38,94 | 2 306 | 48,97 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24 557 | 0,14 | 1 541 | 7,32 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 199 426 | 2,19 | 12 512 | 9,52 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 19 820 | 10,55 | 1 244 | 18,49 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 527 | 201,14 | 33 | 230,00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 143 240 | 8 987 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3 648 | 229 | ||||||
| 2025-08-12 | 13F | Spectrum Wealth Advisory Group, LLC | 296 274 | 1,00 | 18 588 | 8,25 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 47 173 | 3,32 | 2 960 | 10,74 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 12 762 | 3,85 | 801 | 11,27 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 589 845 | 2,82 | 37 007 | 10,19 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 22 853 | 221,10 | 1 338 | 264,31 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 550 | 0,18 | 35 | 6,25 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 24 116 | 5,04 | 1 513 | 12,57 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 115 328 | 5,32 | 320 936 | 12,87 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6 049 | 5,07 | 383 | 13,35 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 888 | 244 | ||||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 21 606 | 1,58 | 1 356 | 8,84 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 37 095 | 1,80 | 2 327 | 9,10 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 858 738 | 3,52 | 618 537 | 10,95 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 1 060 141 | 10,93 | 66 539 | 18,89 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 375 | 24 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 227 353 | 10,69 | 14 264 | 18,64 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 127 471 | 2 449,42 | 7 998 | 2 638,70 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 56 241 | 5,56 | 3 529 | 13,11 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 14 190 | 1,65 | 890 | 8,94 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 47 166 | 70,38 | 2 959 | 82,65 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 61 488 | 4,78 | 3 922 | 14,15 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 78 417 | 15,30 | 4 920 | 23,56 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 6 145 | 16,87 | 386 | 25,41 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 306 | 20 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 28 333 | 9,70 | 1 778 | 17,60 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 120 | 8 | ||||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 146 810 | 18,75 | 9 211 | 27,26 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 65 851 | 42,82 | 4 177 | 54,72 | ||||
| 2025-07-08 | 13F | Prism Advisors, Inc. | 23 499 | 5,05 | 1 474 | 12,61 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 103 427 | 3,09 | 6 489 | 10,51 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 296 408 | 2,12 | 18 597 | 9,45 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 85 278 | 106,97 | 5 350 | 121,90 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 144 587 | 5,78 | 9 071 | 13,37 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11 201 473 | 1,81 | 702 780 | 9,11 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 30 136 | 2,03 | 1 891 | 9,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 905 565 | 31,61 | 56 525 | 41,56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 143 530 | 112,58 | 9 005 | 127,86 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 28 377 | 8,19 | 1 780 | 15,96 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 113 678 | 0,72 | 7 132 | 7,95 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 10 798 | 0,27 | 677 | 7,46 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 403 926 | 44,29 | 88 082 | 54,64 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 31 118 | 51,07 | 1 952 | 61,99 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 578 049 | 0,45 | 36 267 | 7,66 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 205 819 | 5,15 | 12 913 | 12,70 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 38 768 | 1,46 | 2 432 | 8,77 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 3 849 | 241 | ||||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 98 772 | 1,23 | 6 197 | 8,49 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 88 054 | 7,36 | 5 525 | 15,06 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 290 787 | 5,68 | 18 244 | 13,26 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 46 420 | 8,46 | 2 912 | 16,25 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 16 942 | 27,85 | 1 063 | 37,03 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 27 801 | 7,24 | 1 744 | 14,96 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4 789 | 0,04 | 300 | 7,14 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 89 194 | 92,86 | 5 221 | 90,90 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 25 083 | 1 574 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 98 169 | 3,60 | 6 159 | 11,05 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 91 026 | 14,27 | 5 329 | 42,04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 185 356 | 6,16 | 11 629 | 12,63 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 103 766 | 72,21 | 6 510 | 84,58 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11 720 | 37,77 | 735 | 47,59 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 78 142 | 31,09 | 4 903 | 40,50 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 214 552 | 3,19 | 13 461 | 10,59 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 568 | 36 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 20 127 | 8,99 | 1 263 | 16,74 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 525 641 | 1,62 | 32 979 | 8,91 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 28 296 | 36,90 | 1 775 | 46,82 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 906 359 | 4,47 | 56 865 | 11,97 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 6 152 | 386 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 337 390 | 22,87 | 146 648 | 31,68 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 346 323 | 4,70 | 21 732 | 12,21 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 79 960 | 11,14 | 5 017 | 19,12 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 14 806 | 0,43 | 929 | 7,53 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 297 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 87 090 | 1,87 | 5 464 | 9,19 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 23 934 | 104,04 | 1 502 | 118,80 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 17 967 | 0,27 | 1 127 | 7,54 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 198 677 | 2,03 | 12 465 | 9,35 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5 420 | 34,69 | 340 | 44,68 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4 438 | 0,16 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 75 377 | 1,91 | 4 729 | 9,24 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 8 890 | 0,01 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 969 781 | 12,74 | 249 065 | 20,83 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 8 885 | 0,08 | 557 | 7,32 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 127 462 | 1,79 | 7 997 | 9,09 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 62 340 | 10,12 | 3 911 | 18,01 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 14 778 | 66,06 | 865 | 64,45 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3 019 | 303,61 | 189 | 339,53 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12 276 | 10,18 | 770 | 18,10 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 14 353 | 900 | ||||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 186 910 | 2,94 | 11 727 | 10,32 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 142 115 | 119,21 | 8 916 | 134,94 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7 074 097 | 15,66 | 442 526 | 23,92 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 18 818 | 2,25 | 1 181 | 9,56 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 318 347 | 5,88 | 19 973 | 13,48 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 26 213 | 100,24 | 2 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 3 460 | 217 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 236 612 | 1,57 | 14 845 | 8,85 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 69 542 | 1,51 | 4 363 | 8,80 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 3 903 | 0,18 | 245 | 7,02 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 31 046 | 1 948 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 274 842 | 26,98 | 17 244 | 36,08 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 604 | 123,34 | 665 | 140,07 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 122 | 8 | ||||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 106 899 | 3,59 | 6 707 | 11,03 | ||||
| 2025-07-28 | 13F | Dash Acquisitions Inc. | 3 199 | 206 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 4 659 | 292 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 228 237 | 3,65 | 14 320 | 12,07 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 4 359 | 3,15 | 276 | 16,95 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4 988 | 0,79 | 313 | 7,96 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6 107 | 383 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 21 715 | 23,32 | 1 362 | 32,23 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 196 566 | 12 333 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 102 900 | 5,96 | 6 456 | 12,40 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 64 200 | 4 028 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 38 681 | 10,67 | 2 427 | 18,57 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 358 900 | 7,04 | 85 | 14,86 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 20 308 | 1,84 | 1 274 | 9,17 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 56 755 | 6,27 | 3 561 | 13,88 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 21 562 | 3,40 | 1 353 | 10,82 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 57 506 | 10,13 | 3 608 | 17,99 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 8 082 | 507 | ||||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 545 512 | 2,29 | 34 225 | 9,63 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 106 077 | 156,89 | 6 621 | 180,67 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 8 986 | 4,05 | 564 | 11,49 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 82 306 | 20,14 | 5 164 | 28,75 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 23 255 | 4,79 | 1 459 | 12,32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 018 270 | 5,55 | 63 886 | 13,13 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 271 590 | 5,55 | 17 040 | 13,13 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 652 | 0,46 | 41 | 5,26 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 5 096 | 6,45 | 285 | 0,71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 16 851 576 | 0,77 | 1 057 268 | 8,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 228 | 10,14 | 14 | 16,67 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 83 835 | 0,94 | 5 260 | 8,17 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 4 671 | 273 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 33 489 | 89,49 | 2 101 | 103,19 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 35 937 | 0,79 | 2 244 | 7,52 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 119 810 | 7 517 | ||||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 7 901 | 1,46 | 496 | 8,79 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 724 | 20,67 | 45 | 28,57 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 5 659 | 977,90 | 355 | 1 083,33 |
