Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF inkluderar Procyon Private Wealth Partners, LLC, Bennett Associates Wealth Management, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, Grant Private Wealth Management Inc, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Arista Wealth Management, LLC, Symphony Financial, Ltd. Co., Traction Financial Partners, LLC, Two Sigma Investments, Lp, Kingstone Capital Partners Texas, LLC, Summit Wealth Group Llc / Co, Aqr Capital Management Llc, EP Wealth Advisors, Inc., Whitaker-Myers Wealth Managers, LTD., Kaydan Wealth Management, Inc., Bessemer Group Inc, Headland Capital, LLC, Park Avenue Securities Llc, Consolidated Portfolio Review Corp, och Savvy Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | RFG Advisory, LLC | 358 188 | 5,14 | 12 637 | 10,73 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 324 002 | 16,00 | 11 431 | 22,15 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 48 440 | 51,73 | 1 709 | 59,78 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 14 098 | 4,61 | 497 | 10,20 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 42 278 | 0,90 | 1 492 | 6,27 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 69 402 | 2 448 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 10 355 | 0,49 | 365 | 5,80 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 11 086 | 4,83 | 391 | 10,45 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 44 454 | 1 611 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 9 471 | 2 128,47 | 334 | 2 285,71 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 11 588 | 13,63 | 418 | 21,22 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 13 753 | 0,84 | 485 | 6,36 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 9 666 | 20,60 | 350 | 39,04 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 722 | 14,95 | 61 | 20,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 36 188 | 15,69 | 1 212 | 8,12 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 3 376 574 | 8,99 | 119 126 | 14,78 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 27 092 | 6,92 | 956 | 12,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58 630 | 16,42 | 2 068 | 22,58 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 6 033 | 213 | ||||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 421 640 | 4,09 | 14 875 | 9,62 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 177 222 | 1,98 | 6 252 | 7,40 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 9 921 | 5,07 | 350 | 10,44 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 58 517 | 0,31 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11 508 | 4,75 | 406 | 3,31 | ||||
| 2025-08-08 | 13F | Creative Planning | 9 390 | 31,88 | 331 | 39,08 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 90 660 | 264,70 | 3 198 | 284,38 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 227 920 | 5,80 | 8 041 | 11,43 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 70 174 | 2,90 | 2 527 | 10,60 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 946 | 18,28 | 880 | 24,65 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 6 788 | 4,90 | 239 | 10,65 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 44 246 | 6,98 | 1 561 | 5,26 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 60 121 | 2 121 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 835 642 | 472,85 | 100 041 | 503,31 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 32 567 | 120,90 | 1 149 | 132,86 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 68 145 | 2,48 | 2 404 | 7,95 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 86 685 | 5,02 | 3 058 | 10,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 104 824 | 4,92 | 3 698 | 10,49 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 14 922 | 4,39 | 526 | 10,04 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 169 391 | 2,79 | 5 976 | 8,26 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 357 793 | 29,32 | 13 | 33,33 | ||||
| 2025-08-12 | 13F | Entruity Wealth, LLC | 83 736 | 11,93 | 2 954 | 17,88 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 51 269 | 48,95 | 1 809 | 56,81 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 23 536 432 | 0,69 | 830 365 | 6,05 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 34 735 | 28,61 | 1 225 | 35,51 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 276 140 | 12,55 | 9 742 | 18,53 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 132 254 | 0,08 | 4 666 | 5,38 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 65 522 | 6,78 | 2 312 | 12,46 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 92 724 | 4,18 | 3 271 | 9,73 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 247 589 | 20,65 | 8 735 | 27,06 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 387 258 | 40,02 | 13 662 | 47,46 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 45 383 | 11,81 | 1 601 | 17,81 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 47 779 | 3,30 | 1 686 | 8,78 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 7 535 | 31,55 | 266 | 38,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 744 843 | 11,15 | 96 848 | 17,05 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 17 225 | 14,90 | 608 | 20,92 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 36 704 | 0,56 | 1 295 | 5,89 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 6 808 | 245 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 198 | 7 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 52 787 | 1,60 | 1 862 | 7,01 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 67 898 | 6,49 | 2 395 | 12,18 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 860 | 0,35 | 30 | 7,14 | ||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 86 177 | 26,72 | 2 887 | 18,42 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 417 055 | 1,51 | 14 714 | 6,90 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 111 593 | 8,37 | 3 937 | 14,15 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 41 112 | 0,82 | 1 450 | 1,68 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 8 831 | 2,26 | 312 | 7,61 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 128 748 | 19,05 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17 242 | 608 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 18 761 | 15,95 | 662 | 21,96 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 939 333 | 29,85 | 68 420 | 36,75 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 952 | 120,88 | 34 | 135,71 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 92 943 | 9,32 | 3 279 | 15,13 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 20 967 | 40,43 | 740 | 38,13 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 850 | 13,98 | 171 | 20,42 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 60 058 | 3,50 | 2 119 | 9,01 | ||||
| 2025-07-17 | 13F | City Holding Co | 40 275 | 3,18 | 1 420 | 8,65 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 58 260 | 7,47 | 2 055 | 13,16 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 139 377 | 32,78 | 4 917 | 39,85 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 52 207 | 0,55 | 1 842 | 5,87 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 80 708 | 3,23 | 2 954 | 16,54 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 399 417 | 7,42 | 14 091 | 13,14 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 267 448 | 10,81 | 9 436 | 16,70 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1 200 | 42 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 270 260 | 3,54 | 9 535 | 9,03 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 122 183 | 13,22 | 4 311 | 19,23 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 2 747 396 | 3,02 | 96 928 | 8,50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 93 263 | 8,21 | 3 290 | 13,96 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 27 684 | 82,68 | 977 | 92,50 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 51 584 | 10,53 | 1 820 | 16,38 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 33 632 | 47,21 | 1 187 | 55,03 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8 368 | 0,22 | 295 | −67,04 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 10 129 | 0,76 | 357 | 6,25 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 28 224 | 1,40 | 996 | 6,76 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 257 560 | 19,50 | 9 087 | 25,84 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 207 117 | 3,01 | 7 307 | 8,49 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 28 879 | 6,79 | 1 019 | 12,36 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 5 996 | 212 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 14 501 | 2,02 | 512 | 7,35 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 779 069 | 1,92 | 27 | 8,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 65 515 | 2,46 | 2 311 | 7,89 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 28 320 | 8,66 | 1 032 | 27,09 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 22 986 | 7,09 | 811 | 12,66 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 558 478 | 5,70 | 19 703 | 11,32 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 305 901 | 2,90 | 46 072 | 8,37 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 120 784 | 58,98 | 4 261 | 56,48 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 35 439 | 1 250 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 680 | 7,09 | 457 | 15,15 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 6 184 | 67,86 | 218 | 77,24 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 129 779 | 2,42 | 4 579 | 7,87 | ||||
| 2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 55 249 | 33,31 | 1 949 | 40,42 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21 484 | 8,88 | 772 | 16,27 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 972 146 | 6,45 | 140 137 | 12,11 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 41 034 | 7,43 | 1 448 | 13,14 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 327 | 37,97 | 12 | 57,14 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 49 853 | 1,86 | 1 759 | 7,26 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 949 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 234 479 | 0,57 | 8 272 | 5,92 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 16 883 | 10,49 | 596 | 16,44 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 20 272 | 0,75 | 715 | 6,08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 14 424 | 16,52 | 509 | 26,05 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19 713 398 | 1,23 | 695 489 | 6,61 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 80 342 | 2 834 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 8 362 | 0,29 | 295 | 5,38 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 118 009 | 3,58 | 4 163 | 9,09 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 698 | 109,23 | 413 | 120,32 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 25 853 | 8,70 | 912 | 14,57 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 348 | 48 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 135 445 | 9,60 | 4 778 | 15,44 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 30 776 | 0,66 | 1 086 | 5,96 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 13 750 | 108,52 | 498 | 93,77 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 179 762 | 6,15 | 6 342 | 11,79 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 269 | 15,76 | 362 | 22,30 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 1 028 128 | 2,56 | 36 272 | 8,01 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 72 137 | 465,78 | 2 545 | 495,78 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 13 062 | 12,53 | 461 | 18,56 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 303 184 | 2,89 | 10 696 | 8,36 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 218 141 | 19,89 | 7 696 | 26,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 667 902 | 40,56 | 23 584 | 48,64 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 7 555 | 0,31 | 267 | 5,56 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5 276 231 | 5,46 | 186 145 | 11,06 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 73 100 | 3,87 | 2 579 | 9,38 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 323 576 | 5,61 | 11 416 | 11,21 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 20 368 | 7,05 | 719 | 12,72 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 24 046 | 0,13 | 848 | 5,47 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22 514 | 13,83 | 794 | 19,94 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 66 426 | 3,86 | 2 344 | 9,38 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 13 | 0 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 102 815 | 0,73 | 3 627 | 6,08 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 25 158 | 11,26 | 888 | 17,17 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 97 649 | 56,59 | 3 445 | 54,14 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 576 | 20 | ||||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 138 295 | 0,28 | 4 879 | 5,63 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 117 181 | 10,11 | 4 134 | 15,99 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 205 395 | 1,99 | 7 246 | 7,41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 290 064 | 653,00 | 10 233 | 695,72 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 218 908 | 7 723 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 456 314 | 4,28 | 16 099 | 9,82 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 7 616 | 269 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 269 | 9 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 92 | 3 | ||||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 68 033 | 0,13 | 2 400 | 5,45 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 59 374 | 0,33 | 2 095 | 5,12 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10 260 | 2,92 | 362 | 8,41 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 346 245 | 1,18 | 12 216 | 6,55 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 53 757 | 1 897 | ||||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 154 981 | 15,42 | 5 468 | 21,54 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 389 744 | 4,07 | 13 750 | 9,60 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 23 967 | 846 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 96 442 | 14,47 | 3 402 | 20,55 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 8 848 | 18,96 | 312 | 25,30 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 146 001 | 1,94 | 5 151 | 7,34 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 82 303 | 12,11 | 2 904 | 18,06 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 35 503 | 0,60 | 1 253 | 5,92 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 701 789 | 3,50 | 24 759 | 9,00 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 59 001 | 1,24 | 2 082 | 6,61 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 11 916 | 0,02 | 420 | 5,26 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 260 865 | 43,41 | 9 203 | 51,04 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 60 755 | 339,14 | 1 978 | 299,39 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 831 | 206 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 80 066 | 4,56 | 2 825 | 10,10 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 440 289 | 8,31 | 15 533 | 14,06 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 30 663 | 118,63 | 1 | |||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 30 660 | 1 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 42 936 | 1,73 | 1 515 | 7,60 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 534 | 231 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | 0 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 131 226 | 28,41 | 4 630 | 35,23 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 306 485 | 22,04 | 10 813 | 28,53 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 88 431 | 3 120 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 114 297 | 27,92 | 4 032 | 34,71 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 560 714 | 103,18 | 19 782 | 113,96 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 7 269 | 0,33 | 256 | 5,79 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 7 213 | 0,04 | 254 | 5,39 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 59 920 | 7,97 | 2 114 | 13,66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20 231 | 21,50 | 714 | 28,01 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 26 092 | 73,28 | 921 | 82,54 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 1 474 | 52 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 7 551 | 0 | ||||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 6 976 | 0,35 | 246 | 6,03 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 58 292 | 1,30 | 2 057 | 6,69 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 368 711 | 189,95 | 13 008 | 205,42 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 32 900 | 1 161 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 114 963 | 8,31 | 4 056 | 14,06 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 90 577 | 3,56 | 3 196 | 9,08 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27 582 | 174,07 | 973 | 188,72 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7 208 | 9,08 | 255 | 17,59 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 12 726 | 449 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27 281 | 962 | ||||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 207 167 | 0,00 | 7 309 | 5,30 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 508 235 | 15,68 | 17 931 | 21,83 | ||||
| 2025-08-14 | 13F | Betterment LLC | 38 894 | 52,53 | 1 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 297 205 | 2,66 | 10 485 | 8,12 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 74 | 3 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 226 | 8 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 264 590 | 26,76 | 9 335 | 33,50 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34 354 | 2,70 | 1 212 | 8,21 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 57 895 | 23,67 | 2 | 100,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 547 | 22,11 | 372 | 28,72 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 263 145 | 0,46 | 9 284 | 5,80 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 609 | 2,07 | 304 | 7,45 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 12 425 | 34,69 | 438 | 41,75 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 32 583 | 11,90 | 1 150 | 17,85 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8 307 | 0 | ||||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 19 132 | 4,11 | 675 | 9,59 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 26 446 | 0,71 | 933 | 6,14 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 28 969 | 1,16 | 1 022 | 5,91 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 8 203 | 11,50 | 0 | |||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 29 472 | 32,39 | 1 040 | 39,46 | ||||
| 2025-07-16 | 13F | American National Bank | 420 | 15 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 117 647 | 10,19 | 4 151 | 16,05 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 18 429 | 3,22 | 650 | 8,70 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 166 882 | 30,97 | 5 888 | 37,93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 48 462 | 10,87 | 1 710 | 16,73 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 53 156 | 26,27 | 1 875 | 32,98 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 11 301 | 8,34 | 399 | 14,04 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 129 580 | 9,54 | 4 572 | 22,68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 834 088 | 3,68 | 29 436 | 9,19 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 53 534 | 1 889 | ||||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 57 510 | 8,80 | 2 029 | 14,58 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 7 758 | 0,34 | 274 | 5,41 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 35 437 | 3,66 | 1 250 | 9,17 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 10 492 | 15,65 | 370 | 22,11 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 92 680 | 3 288 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 12 365 | 55,65 | 436 | 63,91 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 12 245 | 432 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 56 727 | 3,34 | 2 001 | 9,22 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 13 | 0 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 139 505 | 1,12 | 4 922 | 6,51 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 408 309 | 8,83 | 14 411 | 14,59 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 293 020 | 2,53 | 10 338 | 7,98 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 528 | 54 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 239 | 158 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 115 133 | 10,67 | 4 062 | 16,53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 213 | 4 082,76 | 43 | |||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 540 503 | 44,99 | 19 069 | 52,70 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 40 190 | 7,42 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 426 | 0,24 | 15 | 15,38 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 38 700 | 1 365 | ||||||
| 2025-07-31 | 13F | Mason & Associates Inc | 76 425 | 1,57 | 2 696 | 6,98 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 962 | 34 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 104 | 215 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 598 480 | 2,43 | 91 674 | 7,87 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 127 681 | 39,42 | 4 505 | 46,81 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 49 152 | 1,42 | 1 734 | 6,84 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 60 234 | 18,63 | 2 125 | 25,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 70 887 | 6,31 | 2 501 | 11,96 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 21 258 | 25,65 | 750 | 32,33 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 128 081 | 2,35 | 4 519 | 7,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 42 | 5,00 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 117 853 | 5,39 | 4 158 | 10,97 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 721 425 | 20,46 | 25 452 | 26,86 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 19 602 | 5,30 | 692 | 14,21 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 15 182 | 20,99 | 536 | 27,38 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 342 658 | 10,04 | 12 089 | 15,89 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 214 049 | 6,89 | 7 552 | 12,57 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 15 862 | 75,14 | 560 | 84,49 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 19 136 | 675 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 233 877 | 9,93 | 8 251 | 15,79 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 212 062 | 7 482 | ||||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 30 319 | 106,27 | 1 070 | 117,28 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 614 179 | 5,06 | 57 | 9,80 |
