Mga Batayang Estadistika
| Pemilik Institusional | 337 total, 337 long only, 0 short only, 0 long/short - change of 9.77% MRQ |
| Alokasi Portofolio Rata-rata | 0.8251 % - change of -11.73% MRQ |
| Saham Institusional (Jangka Panjang) | 45,686,054 (ex 13D/G) - change of 6.49MM shares 16.54% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,744,474 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF (US:HELO) memiliki 337 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 45,686,054 saham. Pemegang saham terbesar meliputi Advisor Group Holdings, Inc., Envestnet Asset Management Inc, LPL Financial LLC, BKD Wealth Advisors, LLC, Royal Bank Of Canada, Wealth Enhancement Advisory Services, Llc, Bank Of America Corp /de/, Raymond James Financial Inc, Bank of New York Mellon Corp, and Cetera Investment Advisers .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF (ARCA:HELO) 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 64.32 / share. Previously, on September 9, 2024, the share price was 59.01 / share. This represents an increase of 9.00% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 18,980 | 3.06 | 1,188 | 8.01 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 12,805 | -0.19 | 801 | 4.71 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5,350 | 42.67 | 335 | 49.78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 254,894 | 7.33 | 15,951 | 12.55 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 42,244 | -1.19 | 2,644 | 3.61 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18,556 | -32.85 | 1,161 | -29.59 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2,163,590 | 14.19 | 135,397 | 19.74 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 6,219 | 2.07 | 389 | 7.16 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 132,739 | 8,307 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1,472 | 92 | ||||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 48,087 | -4.83 | 3,009 | -0.20 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,897 | 244 | ||||||
| 2025-07-10 | 13F | Security National Bank | 17,854 | -11.76 | 1,117 | -7.46 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 21,109 | -0.87 | 1,321 | 4.02 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15,164 | 0.00 | 949 | 4.87 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 35,474 | 2,220 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 209,635 | 8.24 | 13,119 | 13.50 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 28,629 | 18.76 | 1,792 | 24.55 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 12,619 | -27.07 | 790 | -23.55 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 12,460 | 81.69 | 780 | 90.46 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 27,736 | 1,736 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 4,431 | -31.77 | 277 | -28.42 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5,077 | 8,361.67 | 318 | 10,466.67 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 305,906 | -35.06 | 19,144 | -31.90 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,047 | -80.93 | 257 | -79.55 | ||||
| 2025-04-11 | 13F | Unique Wealth, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Money Concepts Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9,142 | 5.66 | 572 | 10.85 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 70,515 | 1.05 | 4,413 | 5.96 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 11,058 | -84.66 | 692 | -83.91 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1,057 | -75.90 | 66 | -74.71 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 97,960 | 20.25 | 6,130 | 26.11 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 44,273 | 1.28 | 2,771 | 6.21 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17,603 | 210.40 | 1,102 | 225.74 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 14,324 | 896 | ||||||
| 2025-07-23 | 13F | Hall Capital Management Co Inc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 3,300 | 207 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 38,066 | 12.66 | 2,382 | 18.15 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 4,105 | 257 | ||||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 123,919 | -2.54 | 7,755 | 2.19 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1,507 | 0.00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 14,156 | 16.17 | 886 | 21.73 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 39,555 | 0.01 | 2,475 | 4.92 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 27,435 | 28.10 | 1,717 | 34.27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 84,838 | -8.27 | 5,063 | -11.75 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 18,310 | 1,146 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 113,119 | 17.29 | 7,079 | 22.99 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 5,730 | 359 | ||||||
| 2025-07-22 | 13F | Partners Wealth Management, Llc | 15,231 | 0.00 | 911 | 0.22 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 8,116 | 13.69 | 508 | 19.01 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,498,016 | 93,746 | ||||||
| 2025-05-05 | 13F | Genesis Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 139,224 | -16.00 | 8,713 | -11.91 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 300,354 | -16.73 | 18,796 | -12.69 | ||||
| 2025-08-08 | 13F | Creative Planning | 3,983 | -2.07 | 249 | 2.89 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 89,163 | 5,321 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 269,187 | 5.66 | 16,846 | 10.79 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6,140 | 30.44 | 384 | 37.14 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 893 | 24.37 | 56 | 30.95 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 7,000 | 438 | ||||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 47,643 | -6.73 | 2,748 | -14.61 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 5,745 | 3.63 | 360 | 8.79 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 13,594 | -5.76 | 851 | -4.92 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16,905 | 35.07 | 1,058 | 41.69 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 5,893 | 14.87 | 369 | 15.72 | ||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 467 | -97.55 | 213 | -81.37 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 49,769 | 378.87 | 3,113 | 459.71 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 257,719 | -6.93 | 16,128 | -2.40 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 8,000 | 0.00 | 501 | 4.82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 8,743 | 547 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,677,251 | 24.88 | 104,962 | 30.95 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 60,286 | 20.39 | 3,773 | 26.24 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 47,790 | 375.52 | 2,991 | 399.17 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 182,588 | 54.84 | 11,426 | 62.37 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,539 | 96 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 10,705 | 670 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 35,500 | 2,222 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 425,936 | 5.14 | 26,655 | 10.25 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 29,160 | -28.57 | 1,825 | -25.12 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 203,442 | 12,731 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 101,052 | -8.28 | 6,324 | -3.83 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 5 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 129,683 | -35.35 | 8,116 | -32.21 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 26,017 | 297.39 | 1,628 | 317.44 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,820 | -89.44 | 239 | -88.93 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 63,118 | 8.62 | 3,950 | 13.90 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 171,625 | 0.68 | 10,740 | 5.57 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 143,055 | 6.28 | 8,952 | 11.44 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7,682 | 8.03 | 481 | 13.21 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8,836 | 60.04 | 553 | 67.78 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 14,795 | 926 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 23,599 | -10.69 | 1,477 | -6.40 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 56,962 | 0.69 | 3,565 | 5.57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54,839 | 47.50 | 3,432 | 54.69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 14,133 | -68.75 | 884 | -67.25 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 14,000 | 5.62 | 876 | 10.75 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 4,108 | 0.17 | 257 | 5.33 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 22,284 | 36.83 | 1,395 | 43.56 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15,850 | 992 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11,851 | 4.41 | 750 | 10.78 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 190,694 | 4.38 | 11,934 | 9.45 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 13,442 | 841 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 41,238 | 166.90 | 2,581 | 169.31 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 473 | 30 | ||||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 4,177 | -56.97 | 261 | -54.92 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 33,022 | 1.96 | 2,067 | 6.94 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 21,358 | -0.07 | 1,337 | 4.78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 456,905 | 6.74 | 29 | 12.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,831 | 12.56 | 1 | |||||
| 2025-07-22 | 13F | JSF Financial, LLC | 10,134 | 21.88 | 634 | 27.82 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 5,457 | 341 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 358,332 | 46.27 | 22,424 | 53.38 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11,675 | 7.11 | 731 | 12.31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,008,402 | 1.06 | 188,270 | 5.97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 263,510 | 13.00 | 16,491 | 18.49 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 18,356 | -26.46 | 1,095 | -30.25 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,194 | 138.80 | 75 | 155.17 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 267,931 | 16,767 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 63,306 | -2.19 | 3,962 | 2.56 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 215,388 | 84.48 | 13,638 | 95.75 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 8,763 | 100.85 | 548 | 110.77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 11,324 | 709 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 7,527 | 6.89 | 471 | 12.14 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7,481 | 19.81 | 468 | 25.81 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 78,491 | 120.14 | 4,912 | 130.89 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,909 | 7,854.17 | 119 | 11,800.00 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 2,111 | 132 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 35,646 | -4.25 | 2 | 0.00 | ||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 191,674 | -2.48 | 11,995 | 2.26 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 36,181 | 2,159 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18,447 | 440.97 | 1,154 | 468.47 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 14,373 | 0.16 | 899 | 5.02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 73,096 | 46.68 | 4,574 | 53.80 | ||||
| 2025-08-27 | NP | LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares | 73,200 | 0.00 | 4,581 | 4.85 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 23,097 | 105.49 | 1,445 | 115.67 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 18,258 | 4.52 | 1,143 | 9.60 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 567,530 | -4.23 | 36 | 0.00 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 25 | 0.00 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 13,574 | -0.62 | 849 | 4.17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,842 | 680.51 | 115 | 721.43 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 112,858 | 9.00 | 7,063 | 14.29 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 175 | 0.00 | 11 | 0.00 | ||||
| 2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 34,275 | -16.02 | 2,145 | -11.95 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 71,269 | 3.73 | 4,460 | 8.78 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 12,549 | 785 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 223,759 | -8.91 | 14,003 | -4.49 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 19,200 | -58.47 | 1,202 | -56.47 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 7,242 | 0.00 | 453 | 4.86 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 148,616 | 0.96 | 9,300 | 5.87 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 257,354 | -31.31 | 16,105 | -27.97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 283 | 28,200.00 | 18 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 8,797 | 0.00 | 551 | 4.76 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 99,614 | -3.77 | 6,234 | 0.91 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 242,683 | 9.51 | 15,187 | 14.84 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 8 | 0.00 | 1 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 35,751 | 63.33 | 2,134 | 57.18 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 10,101 | -61.45 | 632 | -59.56 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 19,063 | -1.93 | 1,193 | 2.94 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 20,003 | 30.32 | 1,252 | 36.68 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 169,089 | 10,582 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 208,109 | 41.51 | 13,023 | 48.39 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7,248 | 4.62 | 454 | 9.69 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 84,270 | 19.96 | 5,274 | 25.79 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 25,441 | 2,266.60 | 1,592 | 2,387.50 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 116,202 | 7,271 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3,530 | 221 | ||||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 29,759 | -41.64 | 1,862 | -38.81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,312 | 192.55 | 583 | 207.94 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 4,668 | 292 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 226,122 | 4.43 | 14,151 | 9.49 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11,160 | 698 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 873,399 | 54,657 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 4,628 | 290 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 58,828 | -32.79 | 4 | -40.00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 12,646 | -54.48 | 791 | -52.26 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 76,051 | 14.58 | 4,539 | 10.23 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 6,411 | -16.33 | 406 | -11.18 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 976,253 | 6.60 | 61,094 | 11.78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,545 | 17.73 | 535 | 23.33 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 43,398 | -88.40 | 2,716 | -87.84 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 3,870 | 0.00 | 242 | 5.22 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 27,795 | 216.03 | 1,739 | 231.87 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 319,356 | 1.82 | 19,985 | 6.77 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 39,075 | 2,445 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 140,702 | -6.40 | 8,805 | -1.85 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10,147 | -91.72 | 1 | -100.00 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3,669 | 0.14 | 219 | -3.96 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 42,531 | 3.23 | 2,662 | 8.26 | ||||
| 2025-08-14 | 13F | Fmr Llc | 49 | -25.76 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 113,065 | -33.70 | 7,076 | -30.48 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 50,736 | 15.64 | 3,175 | 21.28 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 31,355 | -8.62 | 1,962 | -4.15 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 189,205 | 4.59 | 11,840 | 9.67 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 786,491 | 0.49 | 49,219 | 5.37 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 484,487 | -5.89 | 30 | 0.00 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 79,662 | 4,985 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 8,206 | -29.68 | 514 | -26.29 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 14,240 | 6.13 | 891 | 11.38 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 30,302 | -16.38 | 1,896 | -12.35 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 11,777 | 737 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,754 | 924.57 | 298 | 1,000.00 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 105,617 | -8.21 | 6,610 | -3.76 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 28,723 | -65.58 | 1,797 | -63.91 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6,315 | -63.53 | 395 | -61.76 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 136,356 | 7.87 | 8,533 | 13.11 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 451 | 46.91 | 28 | 55.56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 59,992 | 3,754 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 15 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5,204 | -29.34 | 326 | -25.97 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 5,006 | -21.02 | 313 | -17.20 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 175 | 11 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4,830 | 0.00 | 302 | 4.86 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 67,367 | 2.11 | 4,216 | 7.06 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6,804 | 31.76 | 426 | 37.99 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1,870 | -31.35 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 66,231 | 1.40 | 4,145 | 6.31 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3,637 | 0.00 | 228 | 6.57 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 2,070 | -38.58 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2,095 | 0.00 | 131 | 4.80 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 47,108 | 16.83 | 2,948 | 22.53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 579,638 | -26.33 | 36,274 | -22.75 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39,910 | 6,068.47 | 2,498 | 6,471.05 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 151,593 | 141.93 | 9,487 | 153.70 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 36,638 | 6.59 | 2,293 | 11.75 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 4,897 | 63.23 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 819 | 0 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 4,040 | -93.62 | 253 | 47.37 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 56,679 | 9.77 | 3,547 | 15.09 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 6,989 | 0.07 | 437 | 6.59 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 84,696 | 0.00 | 5,300 | 4.87 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 13 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,595 | 355.71 | 100 | 395.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 58,795 | -2.87 | 3,679 | 1.85 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 1,071,012 | 1.48 | 67,024 | 6.41 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 103,617 | 12.49 | 6,484 | 17.96 | ||||
| 2025-07-22 | 13F | Legacy CG, LLC | 259,826 | -32.71 | 16,260 | -29.44 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 95,587 | -2.82 | 5,982 | 1.89 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 400 | 0.00 | 25 | 8.70 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 70,028 | -13.33 | 4,382 | -9.11 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 66,319 | 0.00 | 4,150 | 4.88 | ||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 11,402 | 0.00 | 714 | 4.85 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 48,376 | 108.87 | 3,027 | 119.03 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 4,346 | -16.25 | 272 | -12.30 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 18,230 | 0.00 | 1,141 | 4.88 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 2,955 | 0.00 | 185 | 4.55 | ||||
| 2025-04-30 | 13F | Quotient Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 73,108 | 335.17 | 4,575 | 357.04 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 30,652 | 8.96 | 1,918 | 14.30 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,579 | -5.96 | 99 | -2.00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10,848 | 679 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 15,513 | 34.70 | 971 | 41.19 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10,961 | -22.43 | 686 | -18.74 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1,440 | -68.31 | 0 | |||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 409 | 0.25 | 26 | 4.17 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 26,720 | 16.46 | 1,696 | 23.81 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7,760 | 492 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 31,663 | 26.96 | 1,981 | 33.13 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 190,788 | 70.79 | 11,940 | 79.10 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 22,808 | -24.17 | 1,427 | -20.50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3,349 | 49.11 | 210 | 55.97 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33,200 | -51.21 | 2,078 | -50.49 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 117,767 | 7.94 | 7,445 | 14.15 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 57,198 | -5.60 | 3,579 | -1.02 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 125 | -55.99 | 8 | -56.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 39,785 | 2,490 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 15,545 | 3.50 | 973 | 8.48 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Nvwm, Llc | 13,839 | 1.35 | 866 | 6.39 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 7,303 | -18.02 | 457 | -14.12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,415,651 | -6.62 | 88,591 | -2.08 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 7,708 | 8.24 | 482 | 9.30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,566,323 | 14.48 | 160,517 | 19.99 | ||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 270,280 | 81.46 | 16,914 | 90.27 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 56,268 | -2.44 | 3,521 | 2.32 | ||||
| 2025-08-08 | 13F | Renasant Bank | 61,949 | -1.71 | 3,877 | 3.06 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 222,442 | -18.82 | 13,920 | -14.88 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3,140 | -21.34 | 196 | -17.65 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 10,048 | -4.14 | 629 | 0.48 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 435 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 10,912 | -68.57 | 683 | -67.07 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 21,473 | -52.63 | 1,315 | -53.53 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2,298 | 144 | ||||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 83,999 | 9.81 | 5,257 | 15.14 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 135,947 | 8,508 | ||||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 105,657 | 6.42 | 6,612 | 11.59 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7,489 | -9.21 | 469 | -4.88 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 | 0 | ||||||
| 2025-08-14 | 13F | Concorde Financial Corp | 150 | 9 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 143,068 | 25.12 | 9 | 33.33 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 22,284 | 27.12 | 1,395 | 26.73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9,813 | -21.55 | 614 | -17.69 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 39,388 | 580.28 | 2,465 | 614.20 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 20,757 | 9.84 | 1,299 | 15.17 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,813,641 | 293.67 | 113,498 | 312.81 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 156,661 | -1.28 | 9,804 | 3.52 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 82,689 | 4.13 | 5,175 | 9.18 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 4,764 | 26.97 | 298 | 33.63 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 68,279 | 8.66 | 4,273 | 13.95 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12,992 | -94.67 | 813 | -94.41 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1,229,193 | 50.48 | 76,923 | 57.80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,932 | 46.77 | 434 | 54.09 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 59,640 | 5.59 | 3,732 | 10.74 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 189,967 | 4.10 | 11,888 | 9.16 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 30,538 | 21.12 | 1,911 | 27.06 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 7,476 | -4.63 | 468 | 0.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 55,483 | 33.80 | 3,477 | 40.54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 114,697 | 166.56 | 7,178 | 179.59 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 20,230 | 3.40 | 1,266 | 8.40 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 23,451 | 260.95 | 1,468 | 279.07 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 19 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 5,691 | -81.68 | 356 | -80.82 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 32,396 | 2 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,890 | 243 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 30,371 | -26.28 | 1,901 | -22.70 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 165,017 | -11.78 | 10,327 | -7.50 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 76,084 | 73.77 | 4,760 | 82.13 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 88,760 | 4.62 | 5,555 | 9.70 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 64,725 | 2.88 | 4,050 | 7.88 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 64,210 | -2.63 | 4,018 | 2.11 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 78,131 | -0.78 | 4,889 | 4.04 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 27,669 | -17.10 | 1,754 | -11.90 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,591,028 | 9.66 | 99,566 | 14.98 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 5,187 | -3.71 | 325 | 0.93 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 6,436 | 403 | ||||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 18,041 | -77.98 | 1,127 | -76.95 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 5,839 | 365 | ||||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 271,134 | 0.00 | 16,968 | 4.86 | ||||
| 2025-07-31 | 13F | United Community Bank | 175 | 11 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11,998 | -59.29 | 751 | -57.41 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 9,611 | 24.96 | 601 | 31.22 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 225,144 | 13,184 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1,777,086 | 26.57 | 111,868 | 33.50 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 497 | 40.79 | 31 | 47.62 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 7,684 | 13.02 | 481 | 18.52 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 589,884 | 1.95 | 36,915 | 11.69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6,118 | 3.47 | 383 | 8.52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,392,954 | 22.17 | 149,751 | 28.10 | ||||
| 2025-04-17 | 13F | Fairvoy Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 239,643 | -3.87 | 15,090 | 4.95 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 48,220 | -8.97 | 3,018 | -4.56 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 102,675 | 251.34 | 6,425 | 268.41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 694,694 | 3.44 | 43,474 | 8.46 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 4,518 | 283 | ||||||
| 2025-08-05 | 13F | Dynasty Wealth Management, Llc | 593,021 | -6.61 | 37,111 | -2.07 |
