JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF - Institutionellt ägande - Säljare

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
US ˙ NasdaqGM ˙ US46654Q2030

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-04-04 13F Capital Market Strategies LLC 0 −100,00 0
2025-05-13 13F Measured Risk Portfolios, Inc. 0 −100,00 0
2025-08-01 13F Pasadena Private Wealth, LLC 14 416 −9,87 784 −5,31
2025-08-05 13F Sigma Planning Corp 66 621 −4,01 3 624 0,86
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-14 13F GAMMA Investing LLC 6 665 −55,83 363 −53,65
2025-07-25 13F Second Half Financial Partners, LLC 0 −100,00 0
2025-05-07 13F Nvwm, Llc 0 −100,00 0
2025-08-05 13F Fortress Wealth Group, LLC 40 364 −74,25 2 206 −72,58
2025-08-15 13F Fsb Premier Wealth Management, Inc. 11 971 −6,33 651 −1,51
2025-08-14 13F First Financial Bankshares Inc 0 −100,00 0
2025-05-13 13F Bokf, Na 0 −100,00 0
2025-08-11 13F Trajan Wealth LLC 70 742 −4,65 3 848 0,18
2025-04-29 13F Tradewinds, LLC. 0 −100,00 0
2025-07-11 13F Bell Bank 16 187 −1,80 881 3,17
2025-07-31 13F Oppenheimer & Co Inc 58 001 −3,28 3 155 1,64
2025-08-15 13F First Heartland Consultants, Inc. 0 −100,00 0
2025-08-04 13F Spire Wealth Management 65 424 −6,12 3 559 −1,36
2025-07-15 13F Wealth Effects Llc 30 687 −2,06 1 669 2,90
2025-08-11 13F NewEdge Wealth, LLC 17 847 −47,32 981 −44,07
2025-08-01 13F Gwn Securities Inc. 8 307 −96,13 452 −95,99
2025-08-14 13F Money Concepts Capital Corp 52 613 −10,06 2 862 −5,48
2025-07-09 13F Lifestyle Asset Management, Inc. 43 388 −28,06 2 360 −24,43
2025-08-12 13F BlueStem Wealth Partners, LLC 0 −100,00 0
2025-08-14 13F Napa Wealth Management 0 −100,00 0
2025-07-09 13F Reyes Financial Architecture, Inc. 2 307 −89,73 126 −89,25
2025-07-15 13F Td Private Client Wealth Llc 863 −25,99 47 −23,33
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 0 −100,00 0
2025-08-06 13F Mascagni Wealth Management, Inc. 10 208 −13,79 555 −9,46
2025-08-14 13F Sunbelt Securities, Inc. 26 224 −18,80 1 479 −11,60
2025-07-22 13F DAVENPORT & Co LLC 60 924 −8,58 3 314 −3,94
2025-07-23 13F Joel Isaacson & Co., LLC 0 −100,00 0
2025-04-15 13F Parsons Capital Management Inc/ri 0 −100,00 0
2025-07-15 13F Marquette Asset Management, LLC 0 −100,00 0
2025-07-18 13F Truist Financial Corp 549 804 −18,60 29 909 −14,49
2025-07-09 13F Fermata Advisors, LLC 8 195 −2,17 446 2,77
2025-08-07 13F Runnymede Capital Advisors, Inc. 4 722 −73,44 257 −72,17
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-06 13F Paladin Advisory Group, LLC 38 852 −12,88 2 114 −8,49
2025-07-16 13F Littlejohn Financial Services, Inc. 42 398 −0,90 2 306 4,11
2025-08-08 13F Evolution Wealth Advisors, LLC 27 940 −34,73 1 520 −31,44
2025-06-24 NP TNMAX - 1290 Multi-Alternative Strategies Fund Class A 17 090 −6,51 877 −16,48
2025-08-13 13F GeoWealth Management, LLC 15 812 −3,67 860 1,30
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0 −100,00
2025-08-08 13F Kane Investment Management, Inc. 0 −100,00 0
2025-08-13 13F B&D White Capital Company, LLC 0 −100,00 0
2025-07-23 13F Bellevue Asset Management, Llc 39 521 −0,16 2 150 4,88
2025-07-25 13F Means Investment Co., Inc. 13 470 −6,00 733 −1,21
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-07-16 13F Signaturefd, Llc 4 000 −34,96 218 −31,76
2025-08-14 13F Wick Capital Partners, LLC 59 186 −70,81 8 921 −15,03
2025-08-07 13F Fagan Associates, Inc. 0 −100,00 0
2025-07-11 13F Bouvel Investment Partners, LLC 0 −100,00 0
2025-07-15 13F McAdam, LLC 5 194 −37,05 283 −33,96
2025-05-08 13F Menard Financial Group LLC 0 −100,00 0
2025-04-28 13F Mainstream Capital Management LLC 0 −100,00 0
2025-06-25 NP WHGHX - Westwood High Income Fund Institutional Shares 18 744 −4,37 962 −14,56
2025-07-22 13F Chung Wu Investment Group, LLC 38 986 −5,25 2 121 −0,47
2025-08-18 13F N.E.W. Advisory Services LLC 1 191 −65,51 65 −64,04
2025-07-24 13F Galvin, Gaustad & Stein, LLC 10 500 −40,00 571 −36,98
2025-04-24 13F Motiv8 Investments LLC 0 −100,00 0
2025-08-19 13F Delos Wealth Advisors, LLC 118 −97,05 6 −97,10
2025-05-02 13F First Command Advisory Services, Inc. 0 −100,00 0
2025-07-25 13F Total Clarity Wealth Management, Inc. 12 608 −69,81 686 −70,90
2025-04-04 13F Quent Capital, LLC 0 −100,00 0
2025-07-31 13F/A Interchange Capital Partners, LLC 5 812 −1,12 316 3,95
2025-05-02 13F Patton Albertson Miller Group, Llc 0 −100,00 0
2025-08-05 13F Sulzberger Capital Advisors, Inc. 30 528 −23,96 1 661 −20,12
2025-05-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-07-16 13F Cambridge Advisors Inc. 181 623 −1,30 9 880 3,69
2025-07-25 13F Sequoia Financial Advisors, LLC 5 020 −62,41 273 −60,49
2025-08-19 13F National Asset Management, Inc. 16 094 −91,15 875 −91,54
2025-08-01 13F Transcend Wealth Collective, Llc 38 104 −13,61 2 073 −9,24
2025-05-09 13F Belvedere Trading LLC 0 −100,00 0 −100,00
2025-04-22 13F Tower View Investment Management & Research LLC 0 −100,00 0
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 5 094 −4,68 277 0,36
2025-08-05 13F Aurdan Capital Management, LLC 0 −100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 9 410 −51,24 512 −48,85
2025-08-08 13F Gts Securities Llc 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 963 904 −7,83 52 436 −3,16
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 170 431 −7,35 9 271 −2,66
2025-08-08 13F Sittner & Nelson, Llc 0 −100,00 0
2025-07-21 13F Investment Planning Advisors, Inc. 25 409 −25,88 1 382 −22,14
2025-08-12 13F Steward Partners Investment Advisory, Llc 537 143 −8,59 29 221 −3,97
2025-08-12 13F Change Path, LLC 13 447 −38,47 732 −35,37
2025-08-14 13F Susquehanna International Group, Llp Put 386 900 −0,62 21 047 4,42
2025-08-14 13F Arete Wealth Advisors, LLC 4 301 −80,78 0 −100,00
2025-08-14 13F Susquehanna International Group, Llp 387 429 −20,61 21 076 −16,59
2025-08-08 13F Emerald Investment Partners, Llc 7 230 −16,43 393 −12,08
2025-07-14 13F Cobblestone Asset Management LLC 0 −100,00 0
2025-07-17 13F ERn Financial, LLC 0 −100,00 0
2025-07-10 13F Redhawk Wealth Advisors, Inc. 10 085 −1,74 549 3,20
2025-04-10 13F Clarus Wealth Advisors 0 −100,00 0
2025-08-13 13F Consultiva Wealth Management, Corp. 0 −100,00 0
2025-07-09 13F Triumph Capital Management 13 055 −2,59 710 2,45
2025-08-06 13F Golden State Wealth Management, LLC 11 977 −15,03 652 −10,70
2025-07-15 13F Capstone Wealth Management Group LLC 49 194 −11,02 2 676 −6,50
2025-07-18 13F Childress Capital Advisors, Llc 147 639 −17,74 8 032 −13,58
2025-08-13 13F Navis Wealth Advisors, LLC 7 423 −55,03 404 −52,81
2025-08-28 NP Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I 6 067 −3,10 330 1,85
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-07-14 13F Westend Capital Management LLC 10 760 −3,45 585 1,39
2025-08-14 13F Newport Capital Group, LLC 22 688 −2,47 1 234 2,49
2025-04-16 13F/A Avaii Wealth Management, Llc 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 323 218 −12,01 17 583 −7,56
2025-07-22 13F MBL Wealth, LLC 154 849 −31,21 8 424 −27,73
2025-07-15 13F Graypoint LLC 258 959 −14,89 14 087 −10,58
2025-07-10 13F High Net Worth Advisory Group LLC 83 460 −3,97 4 540 0,89
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB 8 520 −7,59 463 −2,94
2025-07-25 13F Tranquility Partners, LLC 4 122 −5,70 224 −0,88
2025-08-01 13F Yukon Wealth Management, Inc. 21 003 −14,80 1 143 −10,50
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-08-12 13F Waterloo Capital, L.P. 0 −100,00 0
2025-07-31 13F Buckingham Strategic Partners 6 569 −29,86 357 −26,39
2025-08-27 13F/A Putney Financial Group LLC 1 725 −10,39 94 −6,06
2025-05-01 13F Grant/GrossMendelsohn, LLC 47 552 −11,62 2 430 −20,51
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 5 835 −14,94 317 −10,70
2025-07-10 13F Selective Wealth Management, Inc. 0 −100,00 0
2025-04-17 13F Sagespring Wealth Partners, Llc 0 −100,00 0
2025-04-24 13F Canvas Wealth Advisors, LLC 0 −100,00 0
2025-07-09 13F Keystone Wealth Services, LLC 13 999 −37,07 762 −33,88
2025-07-10 13F Legacy Financial Strategies, LLC 5 195 −4,94 283 0,00
2025-07-22 13F JSF Financial, LLC 13 616 −12,19 741 −7,73
2025-07-30 13F BTS Asset Management, Inc. 10 083 −2,81 548 2,05
2025-07-23 13F Valmark Advisers, Inc. 18 187 −3,00 989 1,96
2025-08-05 13F Claro Advisors LLC 0 −100,00 0
2025-08-14 13F Atomi Financial Group, Inc. 0 −100,00 0
2025-07-30 13F Tricadia Capital Management, LLC 0 −100,00 0
2025-08-06 13F Blue Investment Partners LLC 0 −100,00 0
2025-07-23 13F Kingswood Wealth Advisors, Llc 88 447 −1,06 4 812 3,95
2025-08-12 13F Global Retirement Partners, LLC 38 025 −20,26 2 069 −23,07
2025-08-05 13F Bank Of Montreal /can/ 9 699 −0,91 528 4,15
2025-08-11 13F Nordwand Advisors, LLC 0 −100,00 0
2025-07-09 13F Blodgett Wealth Advisors, Llc 5 150 −19,53 280 −15,41
2025-07-29 13F Swmg, Llc 0 −100,00 0
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 42 583 −0,17 2 317 4,89
2025-09-02 13F/A FSC Wealth Advisors, LLC 4 870 −1,91 265 2,72
2025-08-11 13F Inspire Advisors, LLC 0 −100,00 0
2025-07-15 13F SJS Investment Consulting Inc. 357 −27,29 19 −24,00
2025-07-09 13F Dynamic Advisor Solutions LLC 129 696 −3,31 7 055 1,58
2025-08-11 13F Wealthspire Advisors, LLC 4 374 −92,84 238 −92,51
2025-08-06 13F SOUTH STATE Corp 0 −100,00 0
2025-04-22 13F Masso Torrence Wealth Management Inc. 0 −100,00 0
2025-08-07 13F Nwam Llc 31 958 −18,63 1 765 −13,18
2025-04-28 13F Vishria Bird Financial Group, LLC 0 −100,00 0
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 0 −100,00 0
2025-08-07 13F PFG Advisors 33 096 −39,45 1 800 −36,40
2025-09-09 13F NWF Advisory Services Inc. 73 559 −28,57 4 002 −24,96
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 68 783 −28,24 3 742 −24,62
2025-05-15 13F Greenline Partners, LLC 0 −100,00 0
2025-08-14 13F NCP Inc. 26 755 −3,37 1 455 1,54
2025-07-15 13F Carr Financial Group Corp 119 665 −8,66 6 510 −4,04
2025-07-03 13F Garde Capital, Inc. 0 −100,00 0
2025-05-07 13F David R. Rahn & Associates Inc. 0 −100,00 0
2025-07-22 13F Global Assets Advisory, LLC 38 860 −58,61 2 091 −54,92
2025-07-29 13F Fundamentun, Llc 6 246 −57,73 340 −55,69
2025-08-12 13F Armor Investment Advisors, LLC 127 973 −2,76 6 962 2,16
2025-07-07 13F Teamwork Financial Advisors, LLC 451 024 −19,23 24 536 −15,15
2025-08-08 13F Creative Planning 86 540 −16,51 4 708 −12,30
2025-08-12 13F Park Square Financial Group, LLC 4 700 −11,32 256 −6,93
2025-07-17 13F Clay Northam Wealth Management, LLC 14 509 −0,32 789 4,78
2025-08-14 13F Tandem Financial, LLC 16 304 −1,65 887 3,26
2025-07-18 13F First Pacific Financial 0 −100,00 0
2025-07-23 13F Secured Retirement Advisors, Llc 32 950 −2,17 1 793 2,81
2025-07-07 13F Capital Asset Advisory Services LLC 0 −100,00 0
2025-05-09 13F Ogorek Anthony Joseph /ny/ /adv 0 −100,00 0
2025-08-08 13F Cooper Capital Advisors LLC 0 −100,00 0
2025-04-25 13F Capital Advisors Wealth Management, LLC 0 −100,00 0
2025-08-08 13F Compass Financial Services Inc 173 629 −21,05 9 445 −17,06
2025-06-25 NP WWICX - Westwood Income Opportunity Fund C Class Shares 126 318 −5,30 6 485 −15,41
2025-08-13 13F VestGen Advisors, LLC 38 395 −7,79 2 089 −3,15
2025-08-26 13F Nautilus Advisors LLC 16 897 −7,32 919 −2,55
2025-07-10 13F Secure Asset Management, LLC 3 784 −7,59 206 −3,30
2025-05-15 13F Johnson Financial Group, Inc. 0 −100,00 0 −100,00
2025-04-03 13F Legacy Wealth Management, LLC / MS 0 −100,00 0
2025-07-18 13F Requisite Capital Management, LLC 6 996 −99,40 381 −99,37
2025-08-12 13F Integras Partners LLC 0 −100,00 0
2025-08-05 13F Seelaus Asset Management LLC 6 285 −10,50 342 −6,06
2025-09-04 13F SevenBridge Financial Group, LLC 8 433 −18,31 470 −12,99
2025-05-02 13F Napatree Capital Llc 16 917 −27,90 876 −33,81
2025-08-08 13F/A Ignite Planners, LLC 89 039 −1,53 4 870 5,44
2025-07-22 13F Merit Financial Group, LLC 22 210 −25,89 1 208 −22,11
2025-07-18 13F Trust Co Of Vermont 700 −41,67 38 −38,71
2025-08-12 13F Indie Asset Partners, LLC 0 −100,00 0
2025-08-14 13F Integrated Wealth Concepts LLC 109 503 −4,83 5 957 −0,02
2025-07-10 13F Guided Capital Wealth Management, LLC 113 207 −0,64 6 158 4,39
2025-08-26 13F/A Thrivent Financial For Lutherans 6 347 −86,83 0 −100,00
2025-08-12 13F MAI Capital Management 10 119 −7,58 550 −2,83
2025-08-05 13F Fourth Dimension Wealth, LLC 531 −22,25 29 −20,00
2025-08-01 13F Belvedere Trading LLC Call 4 100 −4,65 223 0,45
2025-08-14 13F Group One Trading, L.p. 0 −100,00 0
2025-07-23 13F Heck Capital Advisors, LLC 0 −100,00 0
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 30 942 −46,09 1 683 −43,37
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 −100,00 0
2025-07-30 13F Dudley Capital Management, Llc 4 325 −1,14 235 3,98
2025-08-11 13F Cascade Wealth Advisors, Inc 7 811 −89,80 432 −88,72
2025-05-06 13F Close Asset Management Ltd 0 −100,00 0
2025-05-20 13F Jupiter Wealth Management LLC 0 −100,00 0 −100,00
2025-07-24 13F Stonebridge Financial Group, LLC 15 923 −2,69 866 2,24
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 0 −100,00 0
2025-07-25 13F Atria Wealth Solutions, Inc. 332 834 −45,27 18 071 −42,61
2025-08-08 13F Intrua Financial, LLC 19 730 −51,68 1 073 −49,24
2025-07-30 13F Crewe Advisors LLC 0 −100,00 0
2025-08-05 13F 5T Wealth, LLC 12 404 −52,33 675 −49,96
2025-07-14 13F Palacios Wealth Management, LLC 79 905 −13,42 4 347 −9,04
2025-04-25 13F TBH Global Asset Management, LLC 0 −100,00 0
2025-08-13 13F Smith, Moore & Co. 58 857 −6,08 3 202 −1,33
2025-07-21 13F Ameriflex Group, Inc. 7 621 −42,52 413 −39,94
2025-07-24 13F Blair William & Co/il 104 435 −5,90 5 681 −1,13
2025-07-25 13F Johnson Investment Counsel Inc 15 340 −30,79 834 −27,29
2025-07-21 13F DHJJ Financial Advisors, Ltd. 1 630 −2,98 89 2,33
2025-08-07 13F Efficient Advisors, LLC 0 −100,00 0
2025-07-24 13F Us Bancorp \de\ 25 943 −8,91 1 411 −4,27
2025-08-11 13F Advisor Resource Council 8 950 −94,92 487 −94,39
2025-07-24 13F Robertson Stephens Wealth Management, LLC 50 650 −16,88 2 755 −12,68
2025-07-29 13F Novare Capital Management Llc 14 300 −29,17 778 −25,65
2025-08-13 13F EverSource Wealth Advisors, LLC 5 181 −55,89 282 −53,78
2025-07-11 13F Annex Advisory Services, LLC 15 174 −0,01 825 5,10
2025-07-07 13F Global Wealth Strategies & Associates 13 447 −8,00 732 −3,31
2025-08-14 13F Beck Capital Management, Llc 114 796 −14,04 6 245 −9,69
2025-05-15 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-08-11 13F Wbi Investments, Inc. 0 −100,00 0
2025-07-22 13F/A Kingstone Capital Partners Texas, LLC 63 695 −26,08 3 465 −22,34
2025-08-15 13F/A Florida Financial Advisors, Llc 13 764 −21,74 749 −17,71
2025-08-14 13F Mercer Global Advisors Inc /adv 21 362 −1,25 1 162 3,75
2025-07-25 13F Apollon Wealth Management, LLC 774 032 −23,59 42 107 −19,73
2025-08-14 13F Jane Street Group, Llc Call 286 300 −0,42 15 575 4,62
2025-07-15 13F Cranbrook Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc Put 56 200 −39,76 3 057 −36,72
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 29 528 −8,22 1 604 −3,72
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-14 13F Fort Point Capital Partners LLC 0 −100,00 0
2025-07-29 13F Mountain Capital Investment Advisors, Inc 177 397 −2,20 9 546 3,94
2025-07-15 13F Oxinas Partners Wealth Management LLC 31 125 −0,04 1 693 5,02
2025-08-18 13F Tyler-Stone Wealth Management 56 925 −8,93 3 097 −4,33
2025-07-15 13F Beacon Financial Planning, Inc 24 621 −3,12 1 339 1,83
2025-07-11 13F Pinnacle Bancorp, Inc. 1 253 −1,34 68 4,62
2025-08-14 13F Caerus Investment Advisors, LLC 23 454 −52,94 1 276 −50,58
2025-07-16 13F Perigon Wealth Management, LLC 10 796 −45,70 587 −42,95
2025-04-23 13F Aurora Private Wealth, Inc. 0 −100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 41 928 −53,37 2 281 −51,61
2025-08-07 13F Financially Speaking Inc 74 −93,43 4 −93,10
2025-07-29 13F RWQ Financial Management Services, Inc. 0 −100,00 0
2025-05-30 NP WBIG - WBI BullBear Yield 3000 ETF 26 078 −3,07 1 350 −10,95
2025-07-16 13F Owen LaRue, LLC 18 449 −43,67 1 004 −40,86
2025-08-14 13F Federation des caisses Desjardins du Quebec 1 809 −48,06 98 −45,56
2025-08-05 13F Marion Wealth Management 9 786 −12,73 532 −8,28
2025-07-17 13F Kelly Financial Services LLC 11 345 −5,82 617 −0,96
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 97 715 −6,01 5 316 −1,26
2025-08-14 13F Evergreen Wealth Solutions, LLC 221 366 −1,80 12 042 3,17
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 9 434 −14,17 513 −9,84
2025-08-06 13F Wedbush Securities Inc 80 294 −14,24 4 0,00
2025-08-13 13F Mayfair Advisory Group, LLC 74 948 −4,22 4 146 2,35
2025-08-14 13F CoreCap Advisors, LLC 575 −20,14 31 −16,22
2025-08-01 13F Delta Investment Management, LLC 102 802 −3,65 5 592 1,23
2025-07-22 13F Berger Financial Group, Inc 3 908 −12,04 213 −7,83
2025-05-12 13F Fmr Llc 0 −100,00 0
2025-08-13 13F Everstar Asset Management, LLC 0 −100,00 0 −100,00
2025-07-29 13F Stratos Wealth Advisors, LLC 29 685 −9,09 1 615 −4,50
2025-07-15 13F BCS Wealth Management 13 686 −22,34 1
2025-08-06 13F AE Wealth Management LLC 25 766 −51,11 1 402 −48,64
2025-08-11 13F Aptus Capital Advisors, LLC 36 492 −3,15 1 985 1,74
2025-07-08 13F IAM Advisory, LLC 0 −100,00 0 −100,00
2025-07-11 13F Grant Private Wealth Management Inc 0 −100,00 0
2025-07-25 13F Concord Wealth Partners 20 831 −20,48 1 133 −16,45
2025-08-14 13F Snowden Capital Advisors LLC 18 022 −27,29 980 −23,62
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Call 195 000 −9,30 10 608 −4,71
2025-08-12 13F PKS Advisory Services, LLC 8 639 −39,89 470 −36,88
2025-07-22 13F Iron Horse Wealth Management, LLC 800 −11,21 44 −6,52
2025-05-14 13F Zacks Investment Management 0 −100,00 0
2025-07-23 13F Castle Rock Wealth Management, LLC 9 948 −5,68 547 0,55
2025-08-11 13F Western Wealth Management, LLC 16 354 −16,65 890 −12,41
2025-08-07 13F Global Wealth Management Investment Advisory, Inc. 12 518 −11,16 681 −6,72
2025-08-27 13F Barnes Wealth Management Group, Inc 4 078 −0,37 222 4,74
2025-08-14 13F Visionary Wealth Advisors 84 685 −15,51 4 607 −11,24
2025-08-14 13F Wetherby Asset Management Inc 0 −100,00 0
2025-07-14 13F Cathy Pareto & Associates, Inc 6 191 −12,80 337 −8,45
2025-08-04 13F Joseph P. Lucia & Associates, LLC 35 974 −3,09 1 957 1,77
2025-08-04 13F Pensionmark Financial Group, Llc 15 039 −9,99 818 −5,43
2025-04-11 13F Godsey & Gibb Associates 0 −100,00 0
2025-08-06 13F Walkner Condon Financial Advisors LLC 5 646 −49,88 307 −47,34
2025-08-19 13F Newbridge Financial Services Group, Inc. 130 145 −15,38 7 080 −11,10
2025-08-14 13F Concorde Financial Corp 44 315 −1,44 2 411 3,52
2025-08-04 13F WNY Asset Management, LLC 212 524 −48,83 11 561 −46,24
2025-05-09 13F Beta Wealth Group, Inc. 0 −100,00 0
2025-07-17 13F/A Capital Investment Advisors, LLC 33 341 −5,09 1 814 −0,33
2025-08-04 13F Integrity Alliance, Llc. 50 802 −26,50 2 764 −22,78
2025-08-11 13F Ironsides Asset Advisors, LLC 13 206 −43,91 718 −41,10
2025-08-12 13F Coldstream Capital Management Inc 4 462 −0,27 243 4,76
2025-07-14 13F Golden State Equity Partners 0 −100,00 0
2025-08-06 13F Savant Capital, LLC 22 434 −0,88 1 220 4,18
2025-07-11 13F Kapstone Financial Advisors LLC 0 −100,00 0
2025-07-17 13F Greenleaf Trust 0 −100,00 0
2025-08-14 13F Betterment LLC 10 423 −2,88 1
2025-08-12 13F Atlas Capital Advisors Llc 0 −100,00 0
2025-07-22 13F Steele Capital Management, Inc. 21 863 −14,89 1 189 −10,60
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 12 440 −10,54 644 −17,86
2025-08-14 13F IPG Investment Advisors LLC 0 −100,00 0
2025-08-05 13F Strategic Financial Concepts, LLC 17 380 −7,71 945 −3,08
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-06-25 NP RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares 0 −100,00 0 −100,00
2025-07-09 13F Krilogy Financial LLC 93 445 −10,61 5 083 −6,10
2025-07-24 13F Lokken Investment Group LLC 4 562 −10,58 248 −6,06
2025-08-13 13F Truvestments Capital Llc 0 −100,00 0
2025-07-17 13F Global Trust Asset Management, LLC 250 −82,76 14 −82,67
2025-07-29 13F Financial Guidance Group, Inc. 4 797 −10,54 261 −6,14
2025-08-11 13F Lighthouse Financial LLC 168 654 −1,82 9 175 3,15
2025-08-14 13F Smartleaf Asset Management LLC 32 385 −20,15 1 758 −16,37
2025-04-29 13F Hm Payson & Co 0 −100,00 0
2025-07-24 13F Costello Asset Management, INC 5 078 −11,75 276 −7,07
2025-05-14 13F Brown Brothers Harriman & Co 0 −100,00 0
2025-05-09 13F Rps Advisory Solutions Llc 0 −100,00 0 −100,00
2025-08-13 13F Fisher Asset Management, LLC 0 −100,00 0
2025-08-13 13F Continuum Advisory, LLC 30 391 −2,16 1 653 2,80
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-04 13F Econ Financial Services Corp 0 −100,00 0
2025-08-11 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-07-29 13F Socha Financial Group, LLC 13 320 −71,23 725 −69,80
2025-07-15 13F Oregon Pacific Wealth Management, LLC 4 264 −2,89 232 1,76
2025-08-01 13F GoalVest Advisory LLC 0 −100,00 0
2025-07-02 13F HBW Advisory Services LLC 56 008 −5,19 3 047 −0,39
2025-07-25 13F Cwm, Llc 705 084 −2,38 38 2,70
2025-07-30 13F Red Crane Wealth Management, Llc 15 650 −16,65 851 −12,45
2025-05-15 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-08-12 13F Frontier Asset Management, LLC 20 974 −9,97 1 141 −5,47
2025-05-15 13F Wolverine Trading, Llc 0 −100,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-12 13F Journey Strategic Wealth Llc 0 −100,00 0
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 0 −100,00 0
2025-04-25 13F Albion Financial Group /ut 0 −100,00 0
2025-08-13 13F Greenwich Wealth Management LLC 15 048 −6,12 1
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1 201 435 −0,65 65 070 3,91
2025-07-15 13F World Equity Group, Inc. 8 469 −12,28 461 −7,82
2025-08-26 NP FTRAX - Franklin LifeSmart Retirement Income Fund CLASS A 38 000 −1,62 2 067 3,35
2025-08-12 13F Absolute Capital Management, LLC 11 982 −4,04 652 0,77
2025-08-14 13F Sequent Planning LLC 0 −100,00 0
2025-08-04 13F Creekmur Asset Management LLC 171 −76,41 9 −75,68
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