Mga Batayang Estadistika
Pemilik Institusional | 139 total, 139 long only, 0 short only, 0 long/short - change of -2.80% MRQ |
Alokasi Portofolio Rata-rata | 0.3661 % - change of 18.34% MRQ |
Saham Institusional (Jangka Panjang) | 16,552,628 (ex 13D/G) - change of 0.13MM shares 0.81% MRQ |
Nilai Institusional (Jangka Panjang) | $ 826,449 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June (US:FJUN) memiliki 139 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 16,552,628 saham. Pemegang saham terbesar meliputi BUFR - FT Cboe Vest Fund of Buffer ETFs, BUFG - FT Cboe Vest Buffered Allocation Growth ETF, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Raymond James Financial Inc, Signal Advisors Wealth, LLC, Foguth Wealth Management, LLC., Advisor Group Holdings, Inc., Keystone Wealth Services, LLC, and LPL Financial LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June (BATS:FJUN) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 55.17 / share. Previously, on September 9, 2024, the share price was 48.75 / share. This represents an increase of 13.17% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
---|---|---|---|---|---|---|---|---|
2025-07-21 | FIRST TRUST PORTFOLIOS LP | 11,403,949 | 10,702,092 | -6.15 | 62.04 | -2.35 |
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F/A | Barclays Plc | 2,578 | -10.95 | 0 | |||||
2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4,300 | 0.00 | 231 | 7.48 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 24,032 | 1.76 | 1,290 | 9.42 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 14,593 | 3.73 | 1 | |||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3,750 | 0.00 | 201 | 7.49 | ||||
2025-08-14 | 13F | LM Advisors LLC | 44,186 | 700.76 | 2 | |||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5,678 | -24.10 | 305 | -18.72 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7,252 | 0.00 | 389 | 7.76 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 4,367 | -3.02 | 236 | 4.44 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5,092 | 273 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 3,404 | 0 | ||||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 20,165 | 42.45 | 1,082 | 53.26 | ||||
2025-08-14 | 13F | Comerica Bank | 427 | 0.00 | 23 | 4.76 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 4,761 | 0.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | McCarthy & Cox | 30,572 | 0.00 | 1,641 | 7.54 | ||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,442 | -12.78 | 507 | -6.30 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8,575 | -10.32 | 460 | -3.56 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,290 | 4.21 | 314 | 0.97 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 35,389 | -5.02 | 1,899 | 2.21 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 210,574 | 25.01 | 11,198 | 33.25 | ||||
2025-05-01 | 13F | Key FInancial Inc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,814 | 0.00 | 419 | 7.71 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,243 | -0.41 | 657 | 6.66 | ||||
2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 7,846 | 44.71 | 421 | 55.93 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Allen Capital Group, LLC | 3,769 | 202 | ||||||
2025-07-25 | 13F | Cwm, Llc | 183,615 | 8.15 | 10 | 12.50 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7,952 | -9.68 | 427 | -2.96 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 42,159 | 32.56 | 2,263 | 42.62 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 163,286 | -48.58 | 8,764 | -44.68 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 1,686 | -34.83 | 90 | -30.23 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 4,245 | 0.00 | 228 | 7.58 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 5,046 | -64.58 | 271 | -61.97 | ||||
2025-08-12 | 13F | Change Path, LLC | 24,137 | -79.40 | 1,295 | -77.84 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 76,563 | -13.20 | 4 | 0.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 96,631 | -1.70 | 5 | 25.00 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 9,001 | -48.55 | 483 | -44.61 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 6,814 | -3.99 | 366 | 3.11 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2,841 | 152 | ||||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 33,185 | 0.49 | 1,781 | 8.14 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 81 | -42.14 | 4 | -33.33 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 204,416 | 10.56 | 10,971 | 18.94 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 19,471 | 0.00 | 1,045 | 4.50 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 71,907 | -3.85 | 3,859 | 3.46 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 8,541 | 458 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 111,850 | 2.74 | 6,003 | 10.51 | ||||
2025-05-09 | 13F | Chicago Partners Investment Group LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 25,046 | 0.00 | 1,344 | 7.61 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 30,293 | 0.18 | 1,626 | 7.76 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 493 | 0.00 | 26 | 8.33 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 10,509 | 0.00 | 564 | 7.63 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 59,391 | 12.50 | 3,188 | 21.04 | ||||
2025-08-12 | 13F | Archer Investment Corp | 9,681 | -0.45 | 520 | 7.01 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 4,194 | -77.56 | 209 | -78.23 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 12,081 | 7.02 | 648 | 15.10 | ||||
2025-07-25 | NP | BUFR - FT Cboe Vest Fund of Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,573,738 | 1.98 | 550,045 | 1.85 | ||||
2025-07-16 | 13F | Novem Group | 14,690 | 4.26 | 788 | 12.25 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 7,500 | 403 | ||||||
2025-07-14 | 13F | Sowell Financial Services LLC | 33,720 | -13.68 | 1,810 | -7.14 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 4,806 | -29.39 | 258 | -24.19 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 10,864 | 583 | ||||||
2025-08-14 | 13F | Mariner, LLC | 135,855 | -2.05 | 7,291 | 5.38 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4,966 | 1.22 | 0 | |||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 11,829 | 18.73 | 635 | 27.57 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,090 | -16.15 | 58 | -9.37 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 4,439 | -0.89 | 238 | 6.73 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 66,954 | -1.92 | 3,593 | 5.52 | ||||
2025-05-07 | 13F | Semus Wealth Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 4,809 | -32.96 | 258 | -27.73 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 8,255 | -1.29 | 443 | 6.24 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 700 | 0.00 | 38 | 8.82 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,295 | 1.09 | 1 | 0.00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 25,307 | -16.42 | 1,358 | -10.07 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 11,096 | -9.44 | 596 | -2.62 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 60,593 | 7.88 | 3,252 | 16.06 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 221,547 | 88.95 | 11,890 | 103.28 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 7,262 | 7.70 | 390 | 15.77 | ||||
2025-08-04 | 13F | Assetmark, Inc | 171,555 | 32.14 | 9,207 | 42.17 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 31,793 | 3.87 | 1,706 | 11.80 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26,263 | 1,410 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 6,572 | -10.39 | 353 | -3.56 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 184,914 | 7.18 | 9,924 | 15.30 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 4,178 | 0.00 | 224 | 7.69 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 16,628 | 8.79 | 892 | 18.15 | ||||
2025-07-25 | NP | BUFG - FT Cboe Vest Buffered Allocation Growth ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 722,956 | 2.49 | 37,608 | 2.36 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 4,663 | -7.04 | 0 | |||||
2025-07-29 | 13F | Swmg, Llc | 12,178 | 0.00 | 664 | 10.32 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 4,280 | -9.51 | 214 | -12.35 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 4,710 | 253 | ||||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,970 | -1.65 | 320 | 5.96 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 15,590 | -5.15 | 837 | 1.95 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34,158 | 6.09 | 1,833 | 14.13 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 43,959 | 51.61 | 2,359 | 63.14 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 340,189 | -1.22 | 18 | 5.88 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 25,131 | 38.77 | 1,349 | 49.28 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18,119 | -34.30 | 972 | -30.27 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15,502 | 0.00 | 832 | 7.50 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 6,424 | 0.00 | 345 | 7.50 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 16,967 | 176.61 | 911 | 197.39 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 16,628 | 16.30 | 892 | 25.11 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 9,750 | 21.01 | 501 | 24.69 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 19,000 | -10.57 | 1,020 | -3.78 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 64,151 | -2.82 | 3,443 | 4.52 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 10,698 | -2.80 | 574 | 4.55 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 36,213 | -0.69 | 1,944 | 6.82 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6,840 | 3.17 | 367 | 11.21 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 20,651 | -10.24 | 1,108 | -3.40 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 27,891 | 4.95 | 1,497 | 12.91 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5,435 | -29.00 | 292 | -23.62 | ||||
2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 265,451 | -51.48 | 14,247 | -47.81 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 969 | 0.00 | 52 | 8.33 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 10,469 | 60.72 | 562 | 73.15 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 16,769 | 126.49 | 900 | 143.90 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4,108 | -34.69 | 220 | -29.71 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 96 | 5 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 63 | -95.94 | 3 | -96.10 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 123,036 | 6,603 | ||||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 7,652 | 6.04 | 411 | 13.89 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 45,649 | 20.13 | 2,450 | 29.23 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,495 | 0.00 | 80 | 8.11 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7,280 | 37.36 | 391 | 47.73 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 5,524 | 0.00 | 296 | 7.64 | ||||
2025-05-14 | 13F | GDS Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 71,859 | -3.85 | 3,857 | 3.43 | ||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 8,088 | 2.61 | 434 | 10.43 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 10,291 | 9.01 | 561 | 20.17 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 245,306 | -2.56 | 13,166 | 4.82 | ||||
2025-05-07 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 63,736 | -4.23 | 3,421 | 3.01 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4,489 | -35.56 | 241 | -30.84 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 47,131 | -5.86 | 2,530 | 1.28 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 4,520 | 244 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 61,643 | 15.57 | 3,323 | 24.89 | ||||
2025-08-04 | 13F | Atria Investments Llc | 115,926 | -21.80 | 6,222 | -15.89 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 7,764 | 4.98 | 417 | 13.04 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 226,891 | 86.18 | 12,177 | 100.31 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1,600 | 0.00 | 86 | 7.59 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1,400 | 0.00 | 75 | 8.70 | ||||
2025-04-14 | 13F | Black Point Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Armis Advisers, LLC | 57,656 | -3.72 | 3,094 | 3.58 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 27,673 | 3.51 | 1,485 | 11.40 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 113,560 | -0.15 | 6,095 | 7.40 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 93,083 | 4,996 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 19,677 | -0.86 | 1,056 | 6.67 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12,289 | 12.40 | 660 | 20.92 |