Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF inkluderar HCHYX - The Fixed Income Opportunity Portfolio HC Strategic Shares, Glenmede Investment Management, LP, Meriwether Wealth & Planning, LLC, Asset Allocation Strategies LLC, DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES, Genesee Capital Advisors, LLC, DYNI - IDX DYNAMIC INNOVATION ETF, Sollinda Capital Management LLC, Catalytic Wealth RIA, LLC, Vise Technologies, Inc., GGM Financials LLC, Gotham Asset Management, LLC, Efficient Advisors, LLC, Apex Wealth Management, LLC, Tradewinds, LLC., Xponance, Inc., FSM Wealth Advisors, LLC, Sagespring Wealth Partners, Llc, Harbor Asset Planning, Inc., och Legacy Capital Group California, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Prospera Financial Services Inc | 258 645 | 13,55 | 18 836 | 10,66 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 12 650 | 225,36 | 921 | 217,59 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 12 610 | 918 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 5 775 | 5,67 | 421 | 2,94 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 173 | 136,99 | 13 | 140,00 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 3 155 | 5,17 | 230 | 2,23 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 30 632 | 8,95 | 2 231 | 8,20 | ||||
| 2025-07-21 | 13F | 111 Capital | 8 684 | 632 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 11 506 | 0,53 | 838 | −2,11 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 8 009 | 0,50 | 583 | −2,02 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 6 494 | 473 | ||||||
| 2025-06-26 | NP | DWTFX - ARROW DWA TACTICAL FUND CLASS A SHARES | 51 863 | 3 777 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 54 043 | 2,38 | 3 935 | −0,23 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 46 850 | 3 412 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 27 991 | 2,14 | 2 038 | −0,44 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 766 | 2,62 | 493 | 0,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 162 | 12 | ||||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 4 445 | 0,57 | 324 | −2,12 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 762 194 | 24,83 | 128 324 | 21,65 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 6 601 | 1,93 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 93 792 | 6 830 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11 911 | 437,02 | 867 | 425,45 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 4 477 | 4,68 | 323 | 2,22 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 33 295 | 12,98 | 2 425 | 10,13 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 905 | 11,48 | 430 | 8,61 | ||||
| 2025-07-28 | 13F | Tlwm | 6 080 | 1,11 | 443 | −1,56 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 7 068 | 19,86 | 518 | 17,50 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 12 608 | 0,17 | 918 | −2,34 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 4 398 | 320 | ||||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 8 096 | 0,07 | 590 | −2,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 599 039 | 95,85 | 43 622 | 90,87 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 2 762 | 201 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37 000 | 11,51 | 2 694 | 16,02 | ||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 12 627 | 273,14 | 919 | 264,68 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 262 | 10,27 | 383 | 7,58 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 10 065 | 0,35 | 1 | |||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14 337 | 0,09 | 1 044 | −2,43 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 4 021 | 293 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 63 062 | 2,30 | 4 592 | −0,30 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15 756 | 0,46 | 1 147 | −2,05 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14 989 | 0,46 | 1 092 | −2,06 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 16 997 | 299,18 | 1 228 | 394,76 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3 194 | 0,03 | 233 | −2,52 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 082 | 3 286,81 | 224 | 3 633,33 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8 009 | 583 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 19 152 | 0,10 | 1 395 | −2,45 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 23 942 | 23,05 | 1 757 | 20,84 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 40 223 | 2 929 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 14 837 | 0,01 | 1 080 | −2,53 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 48 043 | 87,05 | 3 498 | 82,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 247 047 | 52,25 | 18 | 41,67 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 1 800 | 131 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 18 421 | 359,49 | 1 341 | 348,49 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 978 | 2,76 | 290 | 0,00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 6 156 | 448 | ||||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 5 000 | 364 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 913 | 1,04 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 28 902 | 33,80 | 2 105 | 30,36 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 504 | 6,93 | 255 | 4,51 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 977 | 0,10 | 71 | −1,39 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 85 461 | 28,95 | 6 225 | 25,73 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 60 480 | 0,60 | 4 404 | −1,96 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6 249 | 467 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 9 050 | 9,04 | 1 | |||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 161 196 | 6,34 | 11 738 | 3,64 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 67 006 | 1,96 | 4 879 | −0,61 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 7 311 | 44,77 | 532 | 41,11 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 42 367 | 3 085 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 5 958 | 10,72 | 445 | 18,35 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 94 328 | 38,78 | 6 869 | 35,25 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 2 004 | 0,25 | 146 | −2,68 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 034 | 1 095 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 5 065 | 1,04 | 369 | −1,60 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 6 534 | 476 | ||||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 60 232 | 4 386 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 3 407 | 248 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 15 747 | 12,49 | 1 147 | 9,56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 157 | 120,39 | 1 468 | 114,79 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 130 | 8 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 285 | 790,62 | 21 | 950,00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 567 | 171,45 | 619 | 166,38 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7 930 | 1,58 | 577 | −1,03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 249 480 | 56,59 | 18 020 | 53,42 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 39 370 | 10,58 | 2 867 | 7,78 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 381 317 | 4,06 | 27 745 | 1,33 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 10 721 | 0,04 | 781 | −2,50 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 161 | 0,05 | 0 | |||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 37 719 | 2 747 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 577 | 0,08 | 188 | −2,60 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 929 587 | 3,56 | 140 512 | 0,92 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 3 097 | 226 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69 127 | 0,75 | 5 034 | −1,78 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 294 330 | 151,18 | 21 433 | 144,81 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 7 027 | 0,49 | 512 | −2,11 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 8 825 | 0,06 | 643 | −2,58 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 22 | 2 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 241 | 0,42 | 18 | 0,00 | ||||
| 2025-08-13 | 13F | Diametric Capital, LP | 49 685 | 3 618 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 2 116 | 0,47 | 154 | −1,91 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 18 885 | 21,27 | 1 375 | 18,23 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 30 956 | 5,82 | 2 254 | 3,16 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 54 598 | 3 976 | ||||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 4 842 | 0,02 | 353 | −2,49 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 10 587 | 0,27 | 771 | −2,28 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3 470 | 0,49 | 253 | −2,33 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 10 681 | 0,02 | 778 | 0,39 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 3 943 | 0,13 | 0 | |||||
| 2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 89 756 | 6 536 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 70 580 | 2,09 | 5 140 | −0,50 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 6 487 | 472 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 14 009 | 7,70 | 1 020 | 5,05 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 10 836 | 2,12 | 789 | −0,38 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 3 542 | 0,08 | 258 | −2,65 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 59 330 | 83,92 | 4 320 | 79,25 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 3 313 | 0,09 | 241 | −2,43 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 305 312 | 1,22 | 22 233 | −1,36 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 6 363 | 14,75 | 463 | 11,84 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 9 354 | 31,52 | 681 | 28,25 | ||||
| 2025-08-11 | 13F | Dorsey Wright & Associates | 35 909 | 2 615 | ||||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 36 271 | 0,18 | 2 641 | −2,37 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 97 522 | 648,84 | 7 102 | 629,80 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8 950 | 7,20 | 652 | 4,49 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 5 563 | 101,41 | 405 | 96,60 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 21 207 | 1 544 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 157 849 | 7,87 | 11 495 | 5,12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 14 300 | 1 041 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 22 622 | 13,17 | 1 647 | 10,31 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 639 987 | 3,02 | 46 604 | 0,40 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 748 955 | 54 539 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6 652 | 484 | ||||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 3 210 | 0,25 | 234 | −2,51 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 3 801 | 0,03 | 277 | −2,47 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 15 | 1 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 17 879 | 0,29 | 1 302 | −2,33 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 66 540 | 4 845 | ||||||
| 2025-08-27 | NP | HCHYX - The Fixed Income Opportunity Portfolio HC Strategic Shares | 403 500 | 29 383 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 89 099 | 6 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 92 307 | 38,88 | 6 722 | 35,34 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 528 091 | 36,35 | 38 456 | 32,88 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 11 897 | 4,09 | 866 | 1,41 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 253 | 3,30 | 91 | 1,11 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 888 | 283 | ||||||
| 2025-08-13 | 13F | Amundi | 55 002 | 16,04 | 4 004 | 13,95 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 12 602 | 917 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3 384 | 3,77 | 246 | 1,23 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 70 876 | 9,67 | 5 161 | 6,90 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 102 316 | 1,20 | 7 451 | −1,38 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 228 170 | 0,01 | 16 615 | −2,53 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 303 900 | 18,30 | 22 130 | 15,29 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 4 700 | 342 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 4 700 | 342 | |||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 9 976 | 2,26 | 726 | −0,27 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 808 | 59 | ||||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 135 833 | 6,15 | 9 891 | 3,45 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 3 417 | 13,07 | 249 | 10,22 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 7 715 | 562 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 868 | 1,27 | 209 | −1,42 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 6 207 | 0,13 | 452 | −2,59 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3 774 | 10,03 | 275 | 16,10 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 11 524 | 839 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 209 168 | 1,47 | 15 232 | −1,11 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 236 | 17 | ||||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 4 299 | 0,49 | 313 | −1,88 | ||||
| 2025-08-04 | 13F | Terril Brothers, Inc. | 2 999 | 218 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 57 124 | 6,54 | 4 160 | 3,82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 757 | 35,28 | 201 | 31,58 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 112 391 | 2,49 | 8 184 | −0,11 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 371 371 | 1 097,51 | 27 043 | 1 067,16 | ||||
| 2025-07-11 | 13F | Arrow Investment Advisors, LLC | 51 863 | 3 777 | ||||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 6 651 | 0,50 | 484 | −2,02 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 27 683 | 0,64 | 2 016 | −1,95 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 14 151 | 1 030 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 3 048 | 7,78 | 222 | 4,74 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 51 317 | 12,11 | 3 737 | 9,24 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 4 990 | 0,30 | 363 | −2,16 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 47 361 | 7,98 | 3 449 | 5,22 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 17 622 | 85,36 | 1 317 | 97,89 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 4 342 | 0,44 | 316 | −2,17 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 16 579 | 5,09 | 1 207 | 2,46 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 123 | 9 | ||||||
| 2025-08-08 | NP | QRDTX - Quantified Rising Dividend Tactical Fund Investor Class Shares | 58 753 | 8,88 | 4 278 | 6,10 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 3 197 | 233 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 172 986 | 252,09 | 12 599 | 243,20 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 637 | 0,31 | 46 | −2,13 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 18 809 | 7,83 | 1 370 | 5,07 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 10 345 | 76,39 | 753 | 71,92 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 42 583 | 6,27 | 3 101 | 3,54 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5 502 | 0,16 | 0 | |||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 2 870 | 209 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 10 361 | 754 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 6 447 | 0,11 | 469 | −2,49 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 5 770 | 420 | ||||||
| 2025-07-30 | 13F | Fogel Capital Management, Inc. | 3 650 | 266 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 117 | 9 | ||||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5 325 | 4,41 | 388 | 1,57 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 216 | 16 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 77 404 | 11,80 | 5 637 | 8,95 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 29 662 | 2,48 | 2 160 | −0,09 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 8 743 | 120,95 | 637 | 115,59 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 89 436 | 80,57 | 6 513 | 76,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 14 121 | 13,63 | 1 028 | 10,78 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 433 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 332 | 0,30 | 24 | 0,00 | ||||
| 2025-07-22 | 13F | Genworth Financial Inc | 469 772 | 0,58 | 34 209 | −1,98 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 145 175 | 59,62 | 11 | 66,67 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5 950 | 1,71 | 433 | −0,92 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 58 926 | 3,70 | 4 291 | 1,06 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 15 228 | 1 109 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 146 904 | 2,80 | 83 518 | 0,18 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 96 009 | 4,86 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 603 284 | 29,95 | 189 571 | 26,65 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 644 | 1,67 | 265 | −0,75 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 28 800 | 109,67 | 2 097 | 104,39 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 3 159 | 0,10 | 230 | −2,13 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 256 | 19 | ||||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 19 439 | 1 416 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 85 996 | 0,87 | 6 262 | 2,07 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 15 155 | 1 104 | ||||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 9 938 | 724 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 105 818 | 10,01 | 7 706 | 7,21 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 10 150 | 36,52 | 739 | 33,15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 48 917 | 8,23 | 3 562 | 5,48 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 17 289 | 33,55 | 1 259 | 30,09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 241 | 9,29 | 1 037 | 6,58 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 374 000 | 0,36 | 27 235 | −2,19 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 41 257 | 0,73 | 3 004 | −1,83 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 4 021 | 32,49 | 293 | 37,74 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 3 572 | 260 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 400 | 84,31 | 685 | 79,53 | |||
| 2025-07-24 | 13F | MFA Wealth Services | 3 364 | 0,15 | 245 | −2,79 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 7 034 | 1 318,15 | 512 | 1 283,78 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 800 204 | 1,43 | 58 271 | −1,15 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 950 | 313,04 | 69 | 305,88 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 3 338 | 243 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 21 613 | 13,76 | 1 574 | 10,85 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 154 | 230 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 21 723 | 0,34 | 1 582 | −2,23 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 58 507 | 1,94 | 4 260 | −0,65 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 6 891 | 5,66 | 502 | 2,87 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 57 476 | 0,12 | 4 185 | −2,42 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 33 599 | 1,74 | 2 447 | −0,85 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 135 431 | 0,24 | 9 862 | −2,31 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 126 623 | 20,94 | 9 221 | 17,86 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 130 | 8 | ||||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8 079 | 2,03 | 588 | −0,51 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 117 107 | 5,29 | 8 528 | 2,61 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 11 965 | 16,71 | 871 | 13,71 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 128 | 0,79 | 9 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 797 | 0,13 | 58 | −1,69 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 47 221 | 2,89 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 26 983 | 3,76 | 1 965 | 1,08 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 183 521 | 5,81 | 13 364 | 10,07 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 4 043 | 0,40 | 294 | −2,00 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 53 626 | 9,50 | 3 905 | 6,72 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 246 | 7,11 | 892 | 4,33 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 86 404 | 6 292 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 32 009 | 22,06 | 2 331 | 18,94 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 52 912 | 16,92 | 3 853 | 13,96 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 250 | 68,18 | 324 | −21,22 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 22 673 | 0,01 | 1 651 | −2,48 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 28 662 | 2 087 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 666 | 1,99 | 48 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 017 | 365 | ||||||
| 2025-07-09 | 13F | Bay Rivers Group | 4 894 | 356 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 689 | 39,52 | 633 | 35,91 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 4 909 | 357 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 351 784 | 45,36 | 25 617 | 41,67 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 447 398 | 32 580 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 121 736 | 4,02 | 8 865 | 1,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 253 984 | 18,67 | 309 775 | 15,65 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 826 | 60 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 8 717 | 2,90 | 635 | 0,32 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3 996 | 291 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 22 086 | 24,74 | 1 623 | 25,64 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 61 575 | 50,29 | 4 484 | 46,46 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3 106 | 0,49 | 226 | −1,74 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 016 453 | 26,62 | 147 348 | 23,83 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 229 | 89 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 478 | 13,11 | 253 | 10,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 137 000 | 372,41 | 9 976 | 360,57 | |||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 570 | 0,19 | 114 | −2,56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23 413 | 1 705 | ||||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 521 591 | 655,22 | 37 982 | 636,09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 310 068 | 27,69 | 22 579 | 24,44 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 98 544 | 46,11 | 7 176 | 42,39 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 21 929 | 4,64 | 1 597 | 1,98 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 27 911 | 10,67 | 2 032 | 7,86 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 000 | 146 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 558 | 106,79 | 186 | 102,17 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 7 649 | 558 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 27 252 | 0,39 | 1 985 | −2,17 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 408 215 | 25,35 | 29 726 | 22,17 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 5 809 | 423 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 3 725 | 1,64 | 271 | −0,73 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13 601 | 39,67 | 990 | 36,18 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 27 654 | 21,36 | 2 014 | 18,27 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 103 028 | 7 503 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 81 366 | 6,23 | 5 925 | 3,53 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 106 081 | 0,50 | 7 725 | −2,05 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18 775 | 1,98 | 1 361 | −1,02 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 41 707 | 0,89 | 3 037 | −1,65 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 52 089 | 3 793 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 347 559 | 13,99 | 25 | 13,64 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 6 577 | 0,49 | 479 | −2,25 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 47 639 | 8,48 | 3 469 | 5,73 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 709 | 0,47 | 343 | −2,29 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 327 | 0,62 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 6 343 | 0,14 | 462 | −2,54 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 458 863 | 5,46 | 33 414 | 2,78 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 45 348 | 0,04 | 3 302 | −2,51 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18 868 | 1,22 | 1 374 | −1,36 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 8 000 | 0,44 | 583 | −2,18 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 23 562 | 5,02 | 1 716 | 2,33 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 15 223 | 0,27 | 1 109 | −2,29 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 142 708 | 371,48 | 10 392 | 359,62 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 2 018 | 7,74 | 147 | 5,04 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 3 875 | 290 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 711 822 | 21,58 | 51 846 | 18,50 | ||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 230 966 | 7,38 | 16 819 | 11,70 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 1 024 | 95,42 | 75 | 89,74 | ||||
| 2025-08-05 | 13F | VGI Partners Ltd | 3 500 | 255 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 49 599 | 527,60 | 3 612 | 512,03 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 3 754 | 1,40 | 273 | −1,09 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 4 612 | 336 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 22 735 | 1 113,83 | 1 656 | 1 090,65 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9 843 | 16,38 | 717 | 13,29 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 12 513 | 82,94 | 911 | 78,28 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 487 724 | 15,95 | 108 336 | 13,01 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 140 045 | 6,32 | 10 198 | 3,62 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 6 025 | 7,11 | 439 | 4,29 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 8 963 | 9,72 | 653 | 6,89 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 3 668 | 19,91 | 267 | 17,11 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 3 866 | 1,95 | 282 | −0,71 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 3 520 | 0,03 | 256 | −2,29 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 10 374 | 0,12 | 755 | −2,45 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 7 818 | 0,81 | 569 | −1,73 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 65 765 | 167,85 | 4 789 | 161,12 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15 097 | 0,33 | 1 099 | −2,22 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 812 | 221,64 | 423 | 213,33 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 10 906 | 0,31 | 794 | −2,22 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4 500 | 0,13 | 331 | 1,85 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2 830 | 1,25 | 206 | −0,96 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 359 800 | 129,90 | 26 201 | 124,07 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 8 928 | 16,45 | 650 | 13,64 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 132 | 1 366,67 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 16 103 | 46,30 | 1 173 | 42,58 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15 256 | 6,85 | 1 111 | 4,13 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 11 628 | 0,38 | 1 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 52 441 | 547,02 | 3 819 | 531,07 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 15 428 | 5,40 | 1 123 | 2,74 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 065 | 223 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 3 675 | 0,33 | 271 | 2,27 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 172 | 0,19 | 304 | −2,57 | ||||
| 2025-06-26 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 36 245 | 2 640 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 8 277 | 0,32 | 603 | −2,27 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 10 591 | 9,13 | 770 | 6,50 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 10 878 | 792 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 193 776 | 2,86 | 14 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 143 310 | 7,21 | 10 436 | 4,49 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 53 | 4 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 72 480 | 5 278 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 4 808 | 1,26 | 354 | 3,52 | ||||
| 2025-08-14 | 13F | Banco BTG Pactual S.A. | 180 963 | 6,79 | 13 178 | 4,07 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 3 539 | 0,14 | 258 | −2,65 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 23 663 | 35,74 | 1 723 | 32,33 | ||||
| 2025-08-25 | NP | DWUS - AdvisorShares Dorsey Wright FSM US Core ETF | 748 955 | 54 539 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 961 | 0,21 | 70 | −2,82 |
