Mga Batayang Estadistika
| Pemilik Institusional | 311 total, 311 long only, 0 short only, 0 long/short - change of -1.89% MRQ |
| Alokasi Portofolio Rata-rata | 0.3271 % - change of -5.85% MRQ |
| Saham Institusional (Jangka Panjang) | 40,353,214 (ex 13D/G) - change of -0.94MM shares -2.28% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,108,065 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF (US:FV) memiliki 311 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 40,353,214 saham. Pemegang saham terbesar meliputi Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Commonwealth Equity Services, Llc, Raymond James Financial Inc, Bank Of America Corp /de/, UBS Group AG, Royal Bank Of Canada, GWM Advisors LLC, and Prospera Financial Services Inc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VI - First Trust Dorsey Wright Focus 5 ETF (NasdaqGM:FV) 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 61.48 / share. Previously, on September 9, 2024, the share price was 53.88 / share. This represents an increase of 14.11% 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 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.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Red Tortoise LLC | 401 | 24 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 72,642 | 4,305 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3,699 | 0.00 | 219 | 8.42 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 35,385 | 11.78 | 2,097 | 12.15 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 182,392 | 13.68 | 10,809 | 22.80 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 15,109 | 22.17 | 895 | 32.20 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 116,602 | -2.24 | 6,910 | 5.59 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 11,074 | 7.97 | 656 | 16.73 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 112,235 | -0.02 | 6,651 | 8.01 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 30,798 | -1.53 | 1,825 | 6.41 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,394 | 25.89 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,417,821 | -1.06 | 261,800 | 6.88 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 20,308 | -10.95 | 1,203 | -3.84 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 9,200 | 0.00 | 545 | 8.13 | ||||
| 2025-08-08 | 13F | WealthTrust Asset Management, LLC | 4,324 | -10.73 | 256 | -3.40 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,853,870 | 0.28 | 169 | 8.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 805,352 | 2.77 | 47,729 | 11.01 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 51,598 | 4.57 | 3,058 | 12.93 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15,583 | -2.41 | 923 | 5.37 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 10,700 | 0.00 | 634 | 8.01 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 217 | 0.00 | 13 | 9.09 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 775 | 0.00 | 46 | 7.14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 12,989 | 36.96 | 770 | 47.88 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 843,902 | -24.83 | 50,010 | -18.80 | ||||
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 389,600 | 1.68 | 23,088 | 9.83 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7,423 | 0.00 | 440 | 7.86 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 42,923 | 0.25 | 2,544 | 8.30 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 262 | 16 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 129,940 | 1,587.09 | 7,700 | 1,724.64 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 3,738 | 222 | ||||||
| 2025-07-16 | 13F | Novem Group | 5,996 | -5.60 | 355 | 2.01 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 507 | 0.00 | 30 | 11.11 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 36 | 0.00 | 2 | 100.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 28,735 | -1.36 | 1,703 | 6.51 | ||||
| 2025-04-18 | 13F | Prosperity Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 345,142 | -4.27 | 20,453 | 3.41 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2,019 | 0.15 | 120 | 8.18 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 15,130 | -15.92 | 897 | -9.22 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 1,275 | 0.00 | 76 | 8.70 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 38,719 | 6.61 | 2,295 | 15.16 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,579 | -9.07 | 568 | -1.73 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 58,884 | 5.64 | 3,489 | 5.98 | ||||
| 2025-08-14 | 13F | Comerica Bank | 71,846 | -4.14 | 4,258 | 3.55 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10,247 | 12.03 | 607 | 21.16 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 53,642 | 0.37 | 3,179 | 8.43 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 100 | -33.33 | 6 | -37.50 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4,949 | 0.10 | 293 | 8.12 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 389 | -47.00 | 23 | -42.50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 195,858 | 7.86 | 11,607 | 16.51 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 38,913 | -7.77 | 2,306 | -0.39 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 6,270 | -10.07 | 372 | -2.88 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 4,329 | -0.69 | 257 | 7.11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 363,800 | -18.37 | 21,559 | -11.82 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 159,501 | -6.16 | 9,452 | 1.37 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3,980 | 236 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 32,534 | -14.17 | 2 | -50.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3,692 | -54.06 | 0 | |||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 477 | 0.00 | 28 | 7.69 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 54,270 | -58.81 | 3,216 | -55.51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 27,259 | 1,615 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 10,299 | -8.69 | 610 | -1.29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 488,470 | -1.78 | 29 | 3.70 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 240 | 14 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 13,022 | -6.36 | 772 | 1.18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 21,429 | -2.04 | 1,270 | 5.75 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 6,169 | 0.00 | 338 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 413,042 | 6.99 | 24,477 | 15.57 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20,888 | -0.98 | 1,268 | 9.51 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 250 | 0.00 | 15 | 7.69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 17,755 | 1.99 | 1,052 | 12.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 74,778 | -17.08 | 4,431 | -10.43 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 49 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 23,647 | -1.54 | 1,401 | 6.38 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 8,840 | 0.00 | 524 | 8.06 | ||||
| 2025-07-17 | 13F | City Holding Co | 3,700 | 0.00 | 219 | 8.42 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,800 | -66.97 | 107 | -64.43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 23,669 | -3.57 | 1,403 | 4.16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 255,951 | -0.63 | 15,168 | 7.34 | ||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 94,269 | -0.82 | 5,586 | 7.13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 140,173 | -15.06 | 8,344 | -8.20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 14,321 | 0.02 | 849 | 8.03 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 5,700 | 0.00 | 338 | 8.01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12,709 | -53.16 | 753 | -52.58 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 5,931 | -0.72 | 351 | 7.34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18,335 | 4.92 | 1,087 | 13.36 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 8,596 | 472 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 247,068 | 171.46 | 14,641 | 193.23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 198 | 0.00 | 12 | 10.00 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18,831 | 0.95 | 1,116 | 8.99 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 23,012 | -1.59 | 1,364 | 6.32 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 8,570 | 0.00 | 519 | 10.43 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45,104 | -69.44 | 2,673 | -67.00 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 5,674 | 2.34 | 336 | 10.53 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 160,780 | -2.52 | 9,528 | 5.29 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 166,463 | 0.56 | 9,865 | 8.62 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 28,987 | -6.61 | 1,718 | 0.88 | ||||
| 2025-04-28 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15,366 | 15.41 | 911 | 24.66 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2,846 | 97.36 | 169 | 112.66 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 19,210 | 2.34 | 1,151 | 18.42 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 14,105 | -2.57 | 836 | 5.16 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 13,627 | 0.11 | 808 | 8.18 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 50,371 | 5,826.00 | 1 | -100.00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 14,590 | -2.15 | 865 | 5.75 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3,000 | 0.00 | 178 | 7.93 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11,790 | -1.25 | 699 | 6.73 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 8,239 | -0.48 | 488 | 7.49 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 23,265 | 45.64 | 1,397 | 59.36 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,378,068 | 1.52 | 81,664 | 9.66 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 48,061 | 13.46 | 2,949 | 29.58 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 317 | 0.00 | 19 | 5.88 | ||||
| 2025-07-29 | 13F | Cottonwood Capital Advisors, Llc | 37,193 | -0.86 | 2,204 | 7.09 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 426,485 | -1.84 | 25,274 | 6.03 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 201 | 0.50 | 12 | 10.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 77,991 | -0.59 | 4,622 | 7.39 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 33,335 | -10.56 | 1,975 | -3.38 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 4,882 | 0.00 | 289 | 8.24 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13,971 | -0.52 | 828 | 7.40 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7,841 | 3.63 | 465 | 11.81 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 111,965 | 3.15 | 6,635 | 11.44 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2,674 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 541,755 | 2.26 | 32,104 | 10.47 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 62,152 | -0.03 | 3,683 | 8.01 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 4,962 | 0.16 | 303 | 10.99 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 27,721 | -10.42 | 1,643 | -3.24 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,674 | 99 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 17,360 | 125.51 | 1,033 | 157.61 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5,168 | 14.97 | 306 | 24.39 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 275 | 0.00 | 16 | 6.67 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 29,256 | 7.44 | 1,734 | 16.08 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 11,543 | -53.91 | 684 | -50.18 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 23,055 | 25.45 | 1,366 | 35.52 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13,574 | 123.48 | 804 | 141.44 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,002 | -8.77 | 415 | -1.66 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,395 | 43.93 | 141 | 54.95 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 14,433 | -13.57 | 855 | -6.66 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 8,417 | -24.09 | 499 | -18.09 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5,311 | -0.08 | 315 | 7.90 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 7,087 | 0.00 | 420 | 7.99 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 22,869 | 1.46 | 1,355 | 9.63 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 19,100 | -13.80 | 1,132 | -6.91 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 385 | 0.26 | 23 | 4.76 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 5,000 | -3.42 | 296 | 4.23 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 21,343 | -11.71 | 1,265 | -4.68 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 156,215 | -1.82 | 9,257 | 6.06 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7,213 | -3.49 | 427 | 4.15 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 80,084 | 15.33 | 4,746 | 24.57 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 330 | 0.00 | 20 | 5.56 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 22,385 | -4.88 | 1,326 | 2.79 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 407 | 24 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 200 | 0.00 | 12 | 10.00 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Petix & Botte Co | 30,350 | 10.03 | 1,799 | 18.84 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12,548 | 48.13 | 1 | |||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 12,822 | 0.02 | 760 | 7.97 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 24,821 | -0.76 | 1,471 | 7.14 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 60,956 | -0.12 | 3,612 | 7.89 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 223 | -60.74 | 13 | -58.06 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19,731 | 1.56 | 1,169 | 9.77 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 8,267 | -1.09 | 490 | 6.77 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9 | -40.00 | 1 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1,913 | 0.16 | 113 | 8.65 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7,033 | -9.43 | 417 | -2.12 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11,759 | 0.03 | 697 | 8.07 | ||||
| 2025-07-23 | 13F | GGM Financials LLC | 5,674 | 336 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 779 | 0.13 | 46 | 9.52 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 22,006 | -0.25 | 1,304 | 7.77 | ||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 17,034 | 0.00 | 1,009 | 8.03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24,601 | -6.47 | 1,458 | 1.18 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4,933 | 102.59 | 292 | 119.55 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 400 | 0.00 | 24 | 9.52 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2,378 | -19.99 | 141 | -20.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1,350 | 82.19 | 74 | 72.09 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1,850 | 110 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 34,357 | -6.87 | 2,036 | 0.59 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 40,973 | -5.66 | 2,428 | 1.93 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 1,568 | 0.13 | 93 | 8.24 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 452 | 0.00 | 27 | 8.33 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 19,763 | -1.84 | 1,171 | 6.07 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4,345 | 0.05 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 1,176 | 0.00 | 70 | 7.81 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 226,904 | -0.56 | 13,446 | 7.41 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 3,750 | 0.00 | 222 | 8.29 | ||||
| 2025-04-30 | 13F | OMNI 360 Wealth, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15,673 | 2.79 | 929 | 11.00 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 49,424 | 7.92 | 2,929 | 16.56 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4,572 | 0.00 | 271 | 8.00 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 37,278 | -32.96 | 2,209 | -27.57 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1,523 | 0.13 | 90 | 8.43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,376 | -15.66 | 378 | -8.94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 526,860 | 2.15 | 31 | 10.71 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 133,454 | 9.05 | 7,908 | 17.80 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 16,881 | -4.61 | 1,001 | 3.09 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 43,110 | -27.86 | 2,555 | -22.09 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,381,317 | -10.45 | 81,857 | -3.27 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 51,578 | -1.74 | 3,056 | 6.15 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,747 | 0.00 | 104 | 8.42 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 743 | 0.00 | 44 | 10.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,933,177 | -4.25 | 233,080 | 3.43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,926 | 13.23 | 114 | 22.58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8,578 | 0.03 | 508 | 8.09 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 74,789 | 4,432 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 6,633 | 10.35 | 393 | 19.45 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 5,283 | 0.00 | 290 | 0.00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,363,710 | -8.83 | 140,073 | -1.52 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27,837 | 63.31 | 1,650 | 76.36 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4,035 | 3.65 | 239 | 12.21 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 67,462 | -1.23 | 3,998 | 6.67 | ||||
| 2025-08-08 | 13F | Creative Planning | 65,858 | -18.16 | 3,903 | -11.60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40,737 | -42.18 | 2,414 | -37.54 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2,115 | 0.00 | 125 | 7.76 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 26,298 | -1.05 | 1,558 | 6.93 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 69,769 | 4,135 | ||||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 107 | 6 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 17,175 | -2.03 | 1,018 | 5.83 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 607 | 0 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 22,080 | -1.34 | 1,308 | 6.60 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 126,483 | -4.99 | 7,495 | 2.11 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 72,000 | 4 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 812,251 | 2.75 | 48,139 | 10.99 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 22,763 | 10.00 | 1,349 | 18.77 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 500 | 0.00 | 30 | 7.41 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 281,155 | 1.93 | 17 | 6.67 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16,493 | -1.62 | 977 | 6.31 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8,668 | -19.09 | 514 | -18.83 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8,322 | 0.00 | 493 | 8.11 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 167 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23,417 | -18.09 | 1,388 | -11.48 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5,030 | -8.50 | 299 | -2.29 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 1,293 | 0.00 | 77 | 8.57 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41,718 | 2.06 | 2,472 | 10.26 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 16 | 0.00 | 1 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 99,050 | 1.19 | 5,870 | 9.31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 84,118 | 12.73 | 4,960 | 21.36 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 105,486 | -1.67 | 6,251 | 6.22 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 39,146 | 42.82 | 2,320 | 54.29 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 84,713 | -11.94 | 5,020 | -4.87 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 23,596 | -0.77 | 1,398 | 7.21 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 44,068 | 1.39 | 2,611 | 9.52 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 142,594 | -0.84 | 8,450 | 7.11 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 343 | 6.85 | 20 | 17.65 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 3,162 | 0.00 | 187 | 8.09 | ||||
| 2025-05-13 | 13F | Moment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Csenge Advisory Group | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 451,792 | -1.61 | 26,773 | 6.28 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 5,524 | 327 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3,083 | 183 | ||||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 40,490 | 0.60 | 2,399 | 8.65 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16,046 | 0.01 | 951 | 7.95 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 15,634 | -1.18 | 926 | 6.81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 147,094 | -20.79 | 8,717 | -14.44 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,895 | 44.22 | 112 | 55.56 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 3,389 | -21.51 | 201 | -15.25 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 19,516 | -4.24 | 1,157 | 3.40 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 11,678 | -0.17 | 692 | 7.96 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 25 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 76 | 0.00 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25,175 | 10.29 | 1,495 | 19.12 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5,285 | 0.00 | 313 | 8.30 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 123,462 | -5.66 | 7,316 | 1.91 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 460,591 | 1.10 | 27,295 | 9.21 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,376 | 11.42 | 82 | 20.90 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 64,511 | -15.65 | 3,823 | -8.89 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 378 | 0.00 | 23 | 10.00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 12,453 | 56.68 | 738 | 69.04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 229,406 | 23.59 | 13,595 | 33.50 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 26,738 | 25.99 | 1,584 | 36.08 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,192,856 | 17.21 | 70,688 | 26.61 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7,655 | 3.29 | 454 | 11.58 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,299 | 3.83 | 433 | 12.21 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 13,911 | -6.31 | 824 | 1.23 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5,528 | 328 | ||||||
| 2025-08-12 | 13F | Concentrum Wealth Management | 165,564 | 1.35 | 9,811 | 9.47 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 800 | 0 | ||||||
| 2025-04-30 | 13F | TradeWell Securities, LLC. | 85,920 | -4.87 | 4,714 | -11.64 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 1,490 | 0.00 | 88 | 7.32 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15,220 | -22.06 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,767 | -69.26 | 283 | -66.82 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 405 | 0.00 | 24 | 9.09 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 95,203 | 0.83 | 5,642 | 8.92 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 7,183 | -4.51 | 426 | 3.16 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 17,717 | 0.00 | 1,050 | 8.03 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4,626 | -1.09 | 274 | 7.03 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5,082 | 17.56 | 301 | 27.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 113,886 | -0.03 | 6,825 | 9.22 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 576,838 | 0.39 | 34,183 | 8.44 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 5,866 | -8.37 | 348 | -1.14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 | 0.00 | 0 | |||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 41 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 670 | 0.00 | 40 | 8.33 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,697 | 397 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 750 | 44 | ||||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 33,312 | -13.89 | 1,974 | -6.97 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 8,434 | 0.00 | 500 | 8.01 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 116,133 | -10.82 | 7 | -14.29 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 22,474 | -0.00 | 1,332 | 8.12 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 | 0.00 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 90 | 0.00 | 5 | 25.00 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 38,438 | -13.86 | 2,278 | -6.99 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 54,281 | 17.89 | 3,217 | 27.37 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 510 | -4.49 | 30 | 3.45 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 11,320 | 0.00 | 671 | 7.89 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 21,142 | 16.38 | 1,253 | 25.70 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6,225,916 | -0.22 | 368,948 | 7.78 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 124,836 | 0.82 | 7,398 | 8.91 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 4,199 | 0.00 | 249 | 7.83 | ||||
| 2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 4,826 | -50.00 | 287 | -45.75 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44,033 | 27.29 | 2,609 | 37.53 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 314,250 | 1.50 | 19 | 12.50 | ||||
| 2025-04-17 | 13F | Trust Point Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3,648 | 0.00 | 216 | 8.00 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3,759 | 0.00 | 220 | 6.80 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3,921 | 0.03 | 232 | 7.91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 34,920 | 4.46 | 2,069 | 12.88 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 14,734 | 0.16 | 873 | 8.18 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 3,759 | 223 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 31,424 | 1.63 | 1,862 | 9.79 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2,154 | -0.46 | 128 | 7.63 |
